SEI SELECT SMALL CAP ETF (SEIS) Institutional Shareholders
SEI SELECT SMALL CAP ETF (SEIS) is currently reported in institutional portfolios tracked by InsiderSet based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026. The institutional investors covered on this page collectively reported approximately $101.72M in SEIS holdings during the latest filing period.
Summit Wealth Group Llc / Co is currently the largest disclosed institutional shareholder of SEIS tracked by InsiderSet, reporting ownership valued at approximately $63.05M in its June 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 $59.10M, representing an estimated loss of -6.27% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 94% of the total disclosed SEIS value among the investors covered in this analysis. Major shareholders include Summit Wealth Group Llc / Co, S&T Bank/Pa, Sei Investments Co, and several other long-term asset managers with concentrated positions in SEI SELECT SMALL CAP ETF (SEIS).
This page ranks the largest institutional SEIS 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
35
Total Reported Value
$101.72M
Largest Holder
Summit Wealth Group Llc / Co
Largest Position
$63.05M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
40
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 | 5.22% | 1,879,466 | $63,046,512 | $59,095,486 | -$3,951,026 | -6.27% | |
| S&T Bank/Pa | 3.47% | 344,912 | $11,570,038 | $10,844,965 | -$725,073 | -6.27% | |
| Sei Investments Co | 0.01% | 199,940 | $6,706,980 | $6,286,653 | -$420,327 | -6.27% | |
| Osaic Holdings, Inc. | 0.00% | 105,974 | $3,554,870 | $3,332,109 | -$222,761 | -6.27% | |
| Merit Financial Group, Llc | 0.02% | 102,964 | $3,453,917 | $3,237,466 | -$216,451 | -6.27% | |
| Compass Capital Corp | 0.88% | 81,655 | $2,719,112 | $2,567,454 | -$151,658 | -5.58% | |
| Apella Capital, Llc | 0.02% | 50,477 | $1,642,850 | $1,587,133 | -$55,717 | -3.39% | |
| Perigon Wealth Management, Llc | 0.02% | 36,824 | $1,235,257 | $1,157,846 | -$77,411 | -6.27% | |
| Petra Financial Advisors Inc | 0.44% | 28,556 | $957,908 | $897,878 | -$60,030 | -6.27% | |
| Wealth Enhancement Advisory Services, Llc | 0.00% | 27,204 | $887,533 | $855,367 | -$32,166 | -3.62% | |
| Susquehanna International Group, Llp | 0.00% | 23,187 | $777,806 | $729,062 | -$48,744 | -6.27% | |
| Lynx Investment Advisory | 0.25% | 22,461 | $753,452 | $706,234 | -$47,218 | -6.27% | |
| Oneascent Financial Services Llc | 0.03% | 19,763 | $662,948 | $621,402 | -$41,546 | -6.27% | |
| Diversified Enterprises, Llc | 0.03% | 17,634 | $591,531 | $554,461 | -$37,070 | -6.27% | |
| Lexaurum Advisors, Llc | 0.06% | 14,590 | $489,420 | $458,749 | -$30,671 | -6.27% | |
| Cora Capital Advisors Llc | 0.12% | 12,367 | $414,850 | $388,852 | -$25,998 | -6.27% | |
| Citadel Advisors Llc | 0.00% | 10,939 | $366,948 | $343,952 | -$22,996 | -6.27% | |
| United Advisor Group, Llc | 0.04% | 10,137 | $340,045 | $318,735 | -$21,310 | -6.27% | |
| Stewardship Advisors, Llc | 0.07% | 9,881 | $331,457 | $310,685 | -$20,772 | -6.27% | |
| Apeiron Ria Llc | 0.07% | 5,409 | $263,815 | $170,074 | -$93,741 | -35.53% | |
| Cetera Investment Advisers | 0.00% | 6,229 | $208,951 | $195,857 | -$13,094 | -6.27% | |
| Ameriflex Group, Inc. | 0.08% | 5,866 | $196,774 | $184,443 | -$12,331 | -6.27% | |
| Royal Bank Of Canada | 0.00% | 5,007 | $168,000 | $157,434 | -$10,566 | -6.29% | |
| Ross\Johnson & Associates Llc | 1.95% | 3,708 | $124,384 | $116,590 | -$7,794 | -6.27% | |
| Pinnacle Wealth Planning Services, Inc. | 0.01% | 3,332 | $111,772 | $104,767 | -$7,005 | -6.27% | |
| Rossby Financial, Lcc | 0.01% | 1,413 | $47,399 | $44,429 | -$2,970 | -6.27% | |
| Whipplewood Advisors, Llc | 0.02% | 1,043 | $34,987 | $32,795 | -$2,192 | -6.27% | |
| Newedge Advisors, Llc | 0.00% | 591 | $19,825 | $18,583 | -$1,242 | -6.27% | |
| Morgan Stanley | 0.00% | 552 | $18,517 | $17,356 | -$1,161 | -6.27% | |
| Ubs Group Ag | 0.00% | 229 | $7,682 | $7,200 | -$482 | -6.27% | |
| Jones Financial Companies Lllp | 0.00% | 157 | $5,179 | $4,937 | -$242 | -4.68% | |
| Cwm, Llc | 0.00% | 149 | $4,116 | $4,685 | +$569 | +13.82% | |
| Harbour Investments, Inc. | 0.00% | 67 | $2,248 | $2,107 | -$141 | -6.29% | |
| Assetmark, Inc | 0.00% | 40 | $1,342 | $1,258 | -$84 | -6.28% | |
| Ameritas Advisory Services, Llc | 0.00% | 25 | $839 | $786 | -$53 | -6.31% |
Frequently asked questions about SEIS
Who owns the most SEIS stock?
The largest holders of SEIS are typically major institutional investors such as asset managers and hedge funds reporting on Form 13F. The table above ranks tracked superinvestors by reported position size using the latest available filings for SEI SELECT SMALL CAP ETF (SEIS).
Is SEIS widely held by superinvestors?
Many widely followed stocks like SEIS appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly SEIS is represented among the institutional managers we track.
What do “Current Estimated Value”, “Gain/loss Since Filing”, and “Estimated Portfolio Performance” mean?
Current Estimated Value is reported share quantity from the latest 13F times our most recent split-adjusted U.S. session close. Gain/loss Since Filing is that estimate minus the reported 13F dollar value; Estimated Portfolio Performance is that difference as a percent of the reported value. Green means the estimate is above the filing value; red means below (not purchase cost). If many filers share the same implied filing price per share, the performance % may match across rows. These are not official fund marks or live quotes.