Who owns SEIE
Which tracked institutional funds hold SEIE, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See SEIE company fundamentals →
Ownership as of the 2026-Q1 13F filings (latest filed 2026-05-15). 13F is disclosed up to 45 days after quarter-end, so the most recent quarter fills in over the following weeks.
How the tape is positioned
8 tracked funds added or opened SEIE while 6 trimmed or exited it between 2025-Q4 and 2026-Q1 — the tape is split. When large holders disagree on a name, the funds moving first are sometimes ahead of the story.
A prompt to read the filings, not a verdict. 13F is a quarter-end snapshot disclosed up to 45 days late; a fund adds or exits for mandate, benchmark, and timing reasons that have nothing to do with a view on the stock. This is a starting question, not a signal to trade.
Conviction spread
SEIE’s largest tracked holder by dollar value, SUMMIT WEALTH GROUP LLC / CO, sizes it at 8.1% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 8.1pp conviction gap — its largest holder concentrates the name more heavily than the typical one.
Book-share is each fund’s reported value in SEIE divided by its whole reported 13F book, so it is comparable across funds of different sizes and is unaffected by stock splits. A higher share means a fund has committed more of its book to the name — a starting question about conviction, not a verdict or a signal to trade.
Institutional & insider positioning
Between 2025-Q4 and 2026-Q1, across 40 tracked filers holding SEIE, 22 increased or opened the position and 27 reduced or closed it; over the same quarter, there were no open-market insider Form 4s.
This fuses two public signals for the same quarter — how tracked institutions changed their positions and whether insiders bought or sold in the open market. It describes what was filed; it is a starting question, not a verdict or a signal to trade.
New buyers & exits
Funds opening or closing a position in SEIE between the 2025-Q4 and 2026-Q1 13F filings, and the largest changes among funds holding it in both. New buyers and exits are counted on fund presence (split-invariant); adds and trims are measured on reported value.
New buyers 4
- JANE STREET GROUP, LLC$6M
- SEI INVESTMENTS CO$6M
- FLOW TRADERS U.S. LLC$2M
- LexAurum Advisors, LLC$952K
Full exits 3
- BlueChip Wealth Advisors LLC$4M
- Stark Wealth Management LLC$2M
- PETRA FINANCIAL ADVISORS INC$1M
Largest adds
- SUMMIT WEALTH GROUP LLC / CO$15M
- S&T Bank/PA$2M
- CITADEL ADVISORS LLC$732K
- Patriot Financial Group Insurance Agency, LLC$317K
Largest trims
- OSAIC HOLDINGS, INC.$72M
- 3EDGE Asset Management, LP$30M
- WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$8M
Institutional holders
One row per tracked fund, largest reported value first. “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding. Rows marked stale are from an earlier filing than the security’s latest quarter — that fund is absent from the newest snapshot (position exited, or reported under a different name).
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| SUMMIT WEALTH GROUP LLC / CO added | 2,370,397 | $77M | 48.4% | 2026-Q1 |
| S&T Bank/PA added | 527,697 | $17M | 10.8% | 2026-Q1 |
| 3EDGE Asset Management, LP trimmed | 218,202 | $7M | 4.3% | 2026-Q1 |
| JANE STREET GROUP, LLC added | 188,935 | $6M | 3.9% | 2026-Q1 |
| COMPASS CAPITAL CORP /MA/ /ADV added | 173,563 | $6M | 3.8% | 2026-Q1 |
| SEI INVESTMENTS CO new | 174,800 | $6M | 3.6% | 2026-Q1 |
| OSAIC HOLDINGS, INC. trimmed | 161,255 | $5M | 3.3% | 2026-Q1 |
| Apella Capital, LLC trimmed | 118,015 | $4M | 2.6% | 2026-Q1 |
| Perigon Wealth Management, LLC trimmed | 72,058 | $2M | 1.5% | 2026-Q1 |
| FLOW TRADERS U.S. LLC added | 57,816 | $2M | 1.2% | 2026-Q1 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC trimmed | 51,556 | $2M | 1.1% | 2026-Q1 |
| Lynx Investment Advisory trimmed | 41,327 | $1M | 0.8% | 2026-Q1 |
| CITADEL ADVISORS LLC added | 39,605 | $1M | 0.8% | 2026-Q1 |
| OneAscent Financial Services LLC trimmed | 37,525 | $1M | 0.8% | 2026-Q1 |
| Diversified Enterprises, LLC trimmed | 35,334 | $1M | 0.7% | 2026-Q1 |
| LexAurum Advisors, LLC trimmed | 29,217 | $952K | 0.6% | 2026-Q1 |
| CORA CAPITAL ADVISORS LLC trimmed | 25,353 | $826K | 0.5% | 2026-Q1 |
| Ameritas Advisory Services, LLC trimmed | 21,917 | $714K | 0.4% | 2026-Q1 |
| United Advisor Group, LLC added | 21,023 | $685K | 0.4% | 2026-Q1 |
| Patriot Financial Group Insurance Agency, LLC added | 20,394 | $665K | 0.4% | 2026-Q1 |
| Stewardship Advisors, LLC trimmed | 19,755 | $644K | 0.4% | 2026-Q1 |
| Accelerate Investment Advisors LLC new | 10,907 | $356K | 0.2% | 2026-Q1 |
| Merit Financial Group, LLC added | 10,752 | $350K | 0.2% | 2026-Q1 |
| Apeiron RIA LLC added | 10,289 | $335K | 0.2% | 2026-Q1 |
| LPL Financial LLC new | 9,587 | $312K | 0.2% | 2026-Q1 |
| MONECO ADVISORS, LLC added | 7,933 | $259K | 0.2% | 2026-Q1 |
| Bright Futures Wealth Management, LLC. trimmed | 7,551 | $246K | 0.2% | 2026-Q1 |
| Csenge Advisory Group added | 7,108 | $232K | 0.1% | 2026-Q1 |
| Cetera Investment Advisers trimmed | 6,820 | $222K | 0.1% | 2026-Q1 |
| Pinnacle Wealth Planning Services, Inc. trimmed | 6,547 | $213K | 0.1% | 2026-Q1 |
| ROYAL BANK OF CANADA trimmed | 5,238 | $171K | 0.1% | 2026-Q1 |
| IFG Advisory, LLC new | 4,527 | $148K | 0.1% | 2026-Q1 |
| Rossby Financial, LCC new | 2,111 | $70K | 0.0% | 2026-Q1 |
| MORGAN STANLEY trimmed | 1,376 | $45K | 0.0% | 2026-Q1 |
| Advisory Services Network, LLC new | 615 | $20K | 0.0% | 2026-Q1 |
| Whipplewood Advisors, LLC trimmed | 512 | $17K | 0.0% | 2026-Q1 |
| HARBOUR INVESTMENTS, INC. added | 332 | $11K | 0.0% | 2026-Q1 |
| CWM, LLC trimmed | 327 | $11K | 0.0% | 2026-Q1 |
| ROSS\JOHNSON & Associates LLC added | 187 | $6K | 0.0% | 2026-Q1 |
| MAI Capital Management | 183 | $6K | 0.0% | 2026-Q1 |
| BlueChip Wealth Advisors LLC trimmed | 118,551 | $4M | 2.4% | 2025-Q4 stale |
| Stark Wealth Management LLC added | 65,586 | $2M | 1.3% | 2025-Q4 stale |
| Geneos Wealth Management Inc. added | 54,723 | $2M | 1.0% | 2025-Q2 stale |
| PETRA FINANCIAL ADVISORS INC trimmed | 34,201 | $1M | 0.7% | 2025-Q4 stale |
| Binnacle Investments Inc trimmed | 35,405 | $1M | 0.7% | 2025-Q3 stale |
| Wealthcare Advisory Partners LLC new | 28,470 | $747K | 0.5% | 2025-Q1 stale |
| Harvest Investment Services, LLC new | 21,068 | $621K | 0.4% | 2025-Q2 stale |
| AMERIPRISE FINANCIAL INC new | 11,234 | $365K | 0.2% | 2025-Q4 stale |
| Global Retirement Partners, LLC new | 8,088 | $263K | 0.2% | 2025-Q4 stale |
| CALTON & ASSOCIATES, INC. trimmed | 7,029 | $214K | 0.1% | 2025-Q3 stale |
| SILVER OAK SECURITIES, INCORPORATED new | 4,851 | $158K | 0.1% | 2025-Q4 stale |
| JPMORGAN CHASE & CO added | 3,855 | $101K | 0.1% | 2025-Q1 stale |
| CENTRAL TRUST Co trimmed | 2,753 | $84K | 0.1% | 2025-Q3 stale |
| NewEdge Advisors, LLC trimmed | 1,601 | $52K | 0.0% | 2025-Q4 stale |
| WELLS FARGO & COMPANY/MN new | 913 | $28K | 0.0% | 2025-Q3 stale |
| UBS Group AG added | 799 | $26K | 0.0% | 2025-Q4 stale |
| REAP Financial Group, LLC new | 811 | $24K | 0.0% | 2025-Q2 stale |
| ASSETMARK, INC added | 366 | $11K | 0.0% | 2025-Q3 stale |
| Turning Point Benefit Group, Inc. new | 295 | $10K | 0.0% | 2025-Q4 stale |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO new | 109 | $3K | 0.0% | 2025-Q2 stale |
| Steward Partners Investment Advisory, LLC new | 81 | $2K | 0.0% | 2025-Q3 stale |
| BANK OF AMERICA CORP /DE/ new | 69 | $2K | 0.0% | 2025-Q4 stale |
| CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 0 | — | 0.0% | 2025-Q2 stale |
Ownership over time
Tracked institutional holder count and total shares held by filing quarter (independent scales). The curated-era tail and any mid-ingest latest quarter are handled honestly — a partial quarter is not drawn as a collapse.
Reading this table
Funds hold the same stock for different reasons — an index fund “holds” almost everything, an active manager sizes a name to a mandate and a benchmark, and each fund entered at its own price and time. Because 13F is filed up to 45 days after quarter-end, every row is a backward-looking snapshot; a manager may have traded since. Share-class siblings (a company’s A and C shares) are rolled up to one line so a dual-class name is never double-counted. Compare like-for-like. A large holder is not an endorsement, and a fund exiting is not a warning — this is a starting question, not a verdict.
About 13F filings
A Form 13F is a quarterly disclosure that institutional investment managers with over $100 million in US-listed equities must file with the SEC. In plain English: it is a snapshot of the long stock positions a fund held at the end of a quarter. It covers long US-listed equities only — not short positions, options, cash, or private holdings — and the funds shown are the large sample we track, not the complete 13F universe.