SEIE Institutional Ownership & Shareholders
SEI SELECT INTL EQUITY (SEIE) is currently held by 48 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $258.23M based on the latest available SEC Form 13F filings for the quarter ended September 30, 2026.
Summit Wealth Group Llc / Co is currently the largest disclosed institutional shareholder of SEIE tracked by InsiderSet, reporting ownership valued at approximately $155.86M in its September 30, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $154.03M, representing an estimated loss of -1.17% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 93% of the total disclosed SEIE value among the investors covered in this analysis. Major shareholders include Summit Wealth Group Llc / Co, 3Edge Asset Management, Lp, S&T Bank/Pa, and several other long-term asset managers with concentrated positions in SEI SELECT INTL EQUITY (SEIE).
This page ranks the largest institutional SEIE shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
48
Total Reported Value
$258.23M
Largest Holder
Summit Wealth Group Llc / Co
Largest Position
$155.86M
Insider Transactions (90d)
0
Latest Filing Quarter
Q3 2026
New Institutional Positions
58
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Summit Wealth Group Llc / Co | 9.86% | 4,354,778 | $155,857,501 | $154,028,498 | -$1,829,003 | -1.17% | |
| 3Edge Asset Management, Lp | 1.00% | 659,228 | $23,593,770 | $23,316,894 | -$276,876 | -1.17% | |
| S&T Bank/Pa | 6.25% | 586,454 | $20,814,014 | $20,742,878 | -$71,136 | -0.34% | |
| Sei Investments Co | 0.01% | 373,398 | $13,252,350 | $13,207,087 | -$45,263 | -0.34% | |
| Compass Capital Corp | 2.18% | 179,844 | $6,686,600 | $6,361,082 | -$325,518 | -4.87% | |
| Osaic Holdings, Inc. | 0.01% | 159,812 | $5,671,943 | $5,652,550 | -$19,393 | -0.34% | |
| Merit Financial Group, Llc | 0.03% | 150,926 | $5,356,560 | $5,338,253 | -$18,307 | -0.34% | |
| Apella Capital, Llc | 0.04% | 85,232 | $3,003,150 | $3,014,656 | +$11,506 | +0.38% | |
| Wealth Enhancement Advisory Services, Llc | 0.00% | 78,774 | $2,765,936 | $2,786,236 | +$20,300 | +0.73% | |
| Perigon Wealth Management, Llc | 0.04% | 67,458 | $2,414,322 | $2,385,989 | -$28,333 | -1.17% | |
| Petra Financial Advisors Inc | 1.04% | 63,466 | $2,252,491 | $2,244,792 | -$7,699 | -0.34% | |
| Flow Traders U.S. Llc | 0.06% | 41,159 | $1,461,000 | $1,455,794 | -$5,206 | -0.36% | |
| Lynx Investment Advisory | 0.47% | 39,481 | $1,413,025 | $1,396,443 | -$16,582 | -1.17% | |
| Citadel Advisors Llc | 0.00% | 39,186 | $1,390,762 | $1,386,009 | -$4,753 | -0.34% | |
| Diversified Enterprises, Llc | 0.06% | 38,779 | $1,387,900 | $1,371,613 | -$16,287 | -1.17% | |
| Oneascent Financial Services Llc | 0.06% | 37,920 | $1,345,830 | $1,341,230 | -$4,600 | -0.34% | |
| Jane Street Group, Llc | 0.00% | 31,879 | $1,131,427 | $1,127,560 | -$3,867 | -0.34% | |
| Lexaurum Advisors, Llc | 0.11% | 28,126 | $1,006,630 | $994,817 | -$11,813 | -1.17% | |
| Cora Capital Advisors Llc | 0.24% | 25,008 | $895,036 | $884,533 | -$10,503 | -1.17% | |
| United Advisor Group, Llc | 0.09% | 23,020 | $817,010 | $814,217 | -$2,793 | -0.34% | |
| Stewardship Advisors, Llc | 0.16% | 21,274 | $761,396 | $752,461 | -$8,935 | -1.17% | |
| First National Trust Co | 0.02% | 13,867 | $496,299 | $490,476 | -$5,823 | -1.17% | |
| Ameriflex Group, Inc. | 0.18% | 12,658 | $449,249 | $447,713 | -$1,536 | -0.34% | |
| Lpl Financial Llc | 0.00% | 12,338 | $437,892 | $436,395 | -$1,497 | -0.34% | |
| Royal Bank Of Canada | 0.00% | 12,062 | $428,000 | $426,633 | -$1,367 | -0.32% | |
| Independent Wealth Network Inc. | 0.10% | 10,933 | $391,292 | $386,700 | -$4,592 | -1.17% | |
| Accelerate Investment Advisors Llc | 0.22% | 10,907 | $390,362 | $385,781 | -$4,581 | -1.17% | |
| Patriot Financial Group Insurance Agency, Llc | 0.03% | 10,045 | $359,511 | $355,292 | -$4,219 | -1.17% | |
| Apeiron Ria Llc | 0.08% | 10,076 | $356,144 | $356,388 | +$244 | +0.07% | |
| Cetera Investment Advisers | 0.00% | 9,460 | $335,748 | $334,600 | -$1,148 | -0.34% | |
| Moneco Advisors, Llc | 0.02% | 7,908 | $280,665 | $279,706 | -$959 | -0.34% | |
| Ifg Advisory, Llc | 0.01% | 6,722 | $238,573 | $237,757 | -$816 | -0.34% | |
| Pinnacle Wealth Planning Services, Inc. | 0.02% | 6,450 | $230,846 | $228,136 | -$2,710 | -1.17% | |
| Meriwether Wealth & Planning, Llc | 0.07% | 4,450 | $159,266 | $157,397 | -$1,870 | -1.17% | |
| Rossby Financial, Lcc | 0.02% | 2,895 | $102,747 | $102,396 | -$351 | -0.34% | |
| Whipplewood Advisors, Llc | 0.05% | 1,910 | $68,359 | $67,557 | -$802 | -1.17% | |
| Farther Finance Advisors, Llc | 0.00% | 1,862 | $66,641 | $65,859 | -$782 | -1.17% | |
| Newedge Advisors, Llc | 0.00% | 1,601 | $56,822 | $56,627 | -$195 | -0.34% | |
| Morgan Stanley | 0.00% | 1,376 | $48,836 | $48,669 | -$167 | -0.34% | |
| Provenance Wealth Advisors, Llc | 0.00% | 338 | $12,097 | $11,955 | -$142 | -1.17% | |
| Cwm, Llc | 0.00% | 327 | $10,659 | $11,566 | +$907 | +8.51% | |
| Jones Financial Companies Lllp | 0.00% | 286 | $10,073 | $10,116 | +$43 | +0.43% | |
| Ross\Johnson & Associates Llc | 0.10% | 187 | $6,637 | $6,614 | -$23 | -0.34% | |
| Ameritas Advisory Services, Llc | 0.00% | 172 | $6,105 | $6,084 | -$21 | -0.35% | |
| Harbour Investments, Inc. | 0.00% | 153 | $5,430 | $5,412 | -$18 | -0.34% | |
| Assetmark, Inc | 0.00% | 78 | $2,792 | $2,759 | -$33 | -1.19% | |
| Ubs Group Ag | 0.00% | 44 | $1,562 | $1,556 | -$6 | -0.37% | |
| Cambridge Investment Research Advisors, Inc. | 0.00% | 10,460 | $374 | $369,970 | +$369,596 | +98822.51% |
Frequently asked questions about SEIE
Who are the largest institutional holders of SEIE?
The largest institutional holders of SEIE reported in the latest SEC Form 13F filings include Summit Wealth Group Llc / Co, 3Edge Asset Management, Lp, S&T Bank/Pa, Sei Investments Co, and Compass Capital Corp. InsiderSet ranks institutional holders by their latest reported SEIE position.
What is SEIE institutional ownership?
This page tracks SEIE positions reported by institutional investment managers through SEC Form 13F. SEI SELECT INTL EQUITY (SEIE) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own SEIE?
InsiderSet currently tracks 48 institutional managers reporting SEIE holdings in the latest available 13F data. This count reflects institutions included in the SEC Form 13F filings analyzed by InsiderSet and should not be interpreted as the total number of SEIE shareholders.
How much SEIE stock do institutions own?
Institutional investment managers disclosed approximately $258.23M in SEIE holdings for Q3 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was SEIE institutional ownership last updated?
The latest SEIE institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended September 30, 2026. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time institutional holdings.
Are institutional SEIE holdings real-time?
No. Form 13F data is not real-time. It represents positions reported by institutional investment managers as of the end of the reporting quarter. An institution may have changed its SEIE position after the reporting date.
Are institutions buying or selling SEIE?
Institutional buying and selling can be analyzed by comparing SEIE positions across consecutive 13F reporting periods. InsiderSet's SEIE Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View SEIE ownership changes.
How has SEIE institutional ownership changed over time?
InsiderSet tracks SEIE institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.