SEIS Institutional Ownership & Shareholders
SEI SELECT SMALL CAP ETF (SEIS) is currently held by 37 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $106.55M 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 SEIS tracked by InsiderSet, reporting ownership valued at approximately $68.35M 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 $69.73M, representing an estimated gain of +2.02% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 95% 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
37
Total Reported Value
$106.55M
Largest Holder
Summit Wealth Group Llc / Co
Largest Position
$68.35M
Insider Transactions (90d)
0
Latest Filing Quarter
Q3 2026
New Institutional Positions
43
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 | 4.32% | 2,193,451 | $68,347,715 | $69,731,343 | +$1,383,628 | +2.02% | |
| S&T Bank/Pa | 3.47% | 344,912 | $11,570,038 | $10,964,994 | -$605,044 | -5.23% | |
| Sei Investments Co | 0.01% | 199,940 | $6,706,980 | $6,356,233 | -$350,747 | -5.23% | |
| Osaic Holdings, Inc. | 0.00% | 105,974 | $3,554,870 | $3,368,988 | -$185,882 | -5.23% | |
| Merit Financial Group, Llc | 0.02% | 102,964 | $3,453,917 | $3,273,298 | -$180,619 | -5.23% | |
| Compass Capital Corp | 0.88% | 81,655 | $2,719,112 | $2,595,870 | -$123,242 | -4.53% | |
| Wealth Enhancement Advisory Services, Llc | 0.00% | 40,964 | $1,288,260 | $1,302,274 | +$14,014 | +1.09% | |
| Apella Capital, Llc | 0.01% | 37,129 | $1,163,693 | $1,180,357 | +$16,664 | +1.43% | |
| Perigon Wealth Management, Llc | 0.02% | 35,133 | $1,094,741 | $1,116,903 | +$22,162 | +2.02% | |
| Petra Financial Advisors Inc | 0.44% | 28,556 | $957,908 | $907,815 | -$50,093 | -5.23% | |
| Susquehanna International Group, Llp | 0.00% | 23,187 | $777,806 | $737,131 | -$40,675 | -5.23% | |
| Lynx Investment Advisory | 0.23% | 22,309 | $695,146 | $709,219 | +$14,073 | +2.02% | |
| Oneascent Financial Services Llc | 0.03% | 19,763 | $662,948 | $628,280 | -$34,668 | -5.23% | |
| Diversified Enterprises, Llc | 0.03% | 19,020 | $592,661 | $604,659 | +$11,998 | +2.02% | |
| Lexaurum Advisors, Llc | 0.05% | 14,422 | $449,388 | $458,485 | +$9,097 | +2.02% | |
| Cora Capital Advisors Llc | 0.10% | 12,366 | $385,323 | $393,124 | +$7,801 | +2.02% | |
| Citadel Advisors Llc | 0.00% | 10,939 | $366,948 | $347,758 | -$19,190 | -5.23% | |
| United Advisor Group, Llc | 0.03% | 9,487 | $295,614 | $301,598 | +$5,984 | +2.02% | |
| Stewardship Advisors, Llc | 0.06% | 9,194 | $286,484 | $292,284 | +$5,800 | +2.02% | |
| First National Trust Co | 0.01% | 6,724 | $209,519 | $213,761 | +$4,242 | +2.02% | |
| Cetera Investment Advisers | 0.00% | 6,229 | $208,951 | $198,024 | -$10,927 | -5.23% | |
| Ameriflex Group, Inc. | 0.08% | 5,866 | $196,774 | $186,484 | -$10,290 | -5.23% | |
| Royal Bank Of Canada | 0.00% | 5,007 | $168,000 | $159,176 | -$8,824 | -5.25% | |
| Ross\Johnson & Associates Llc | 1.95% | 3,708 | $124,384 | $117,880 | -$6,504 | -5.23% | |
| Pinnacle Wealth Planning Services, Inc. | 0.01% | 3,264 | $101,706 | $103,765 | +$2,059 | +2.02% | |
| Rossby Financial, Lcc | 0.01% | 1,413 | $47,399 | $44,920 | -$2,479 | -5.23% | |
| Whipplewood Advisors, Llc | 0.02% | 1,043 | $32,500 | $33,158 | +$658 | +2.02% | |
| Farther Finance Advisors, Llc | 0.00% | 955 | $29,758 | $30,360 | +$602 | +2.02% | |
| Newedge Advisors, Llc | 0.00% | 591 | $19,825 | $18,788 | -$1,037 | -5.23% | |
| Morgan Stanley | 0.00% | 552 | $18,517 | $17,548 | -$969 | -5.23% | |
| Ubs Group Ag | 0.00% | 229 | $7,682 | $7,280 | -$402 | -5.23% | |
| Provenance Wealth Advisors, Llc | 0.00% | 178 | $5,546 | $5,659 | +$113 | +2.03% | |
| Jones Financial Companies Lllp | 0.00% | 157 | $5,179 | $4,991 | -$188 | -3.63% | |
| Cwm, Llc | 0.00% | 149 | $4,116 | $4,737 | +$621 | +15.08% | |
| Harbour Investments, Inc. | 0.00% | 67 | $2,248 | $2,130 | -$118 | -5.25% | |
| Assetmark, Inc | 0.00% | 40 | $1,246 | $1,272 | +$26 | +2.06% | |
| Ameritas Advisory Services, Llc | 0.00% | 25 | $839 | $795 | -$44 | -5.27% |
Frequently asked questions about SEIS
Who are the largest institutional holders of SEIS?
The largest institutional holders of SEIS reported in the latest SEC Form 13F filings include Summit Wealth Group Llc / Co, S&T Bank/Pa, Sei Investments Co, Osaic Holdings, Inc., and Merit Financial Group, Llc. InsiderSet ranks institutional holders by their latest reported SEIS position.
What is SEIS institutional ownership?
This page tracks SEIS positions reported by institutional investment managers through SEC Form 13F. SEI SELECT SMALL CAP ETF (SEIS) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own SEIS?
InsiderSet currently tracks 37 institutional managers reporting SEIS 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 SEIS shareholders.
How much SEIS stock do institutions own?
Institutional investment managers disclosed approximately $106.55M in SEIS holdings for Q3 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was SEIS institutional ownership last updated?
The latest SEIS 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 SEIS 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 SEIS position after the reporting date.
Are institutions buying or selling SEIS?
Institutional buying and selling can be analyzed by comparing SEIS positions across consecutive 13F reporting periods. InsiderSet's SEIS Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View SEIS ownership changes.
How has SEIS institutional ownership changed over time?
InsiderSet tracks SEIS institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.