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Institutional Ownership · SEC Form 13F

Who owns SEIM (SEIM)


Which tracked institutional funds hold SEIM, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See SEIM company fundamentals →

Ownership as of the 2026-Q1 13F filings. 13F is disclosed up to 45 days after quarter-end, so the most recent quarter fills in over the following weeks.

56
Institutional holders
18,573,106
Shares held (tracked funds)

How the tape is positioned

10 tracked funds added or opened SEIM while 8 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

SEIM’s largest tracked holder by dollar value, SEI INVESTMENTS CO, sizes it at 0.6% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 0.5pp conviction gap — its largest holder concentrates the name more heavily than the typical one.

Book-share is each fund’s reported value in SEIM 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 56 tracked filers holding SEIM, 33 increased or opened the position and 32 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 SEIM 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 1

  • SUSQUEHANNA INTERNATIONAL GROUP, LLP$930K

Full exits 5

  • Yeomans Consulting Group, Inc.$17M
  • Global Retirement Partners, LLC$3M
  • Stark Wealth Management LLC$3M
  • NewEdge Advisors, LLC$2M
  • PETRA FINANCIAL ADVISORS INC$1M

Largest adds

  • Merit Financial Group, LLC$22M
  • SUMMIT WEALTH GROUP LLC / CO$21M
  • SEI INVESTMENTS CO$7M
  • S&T Bank/PA$2M
  • Independent Wealth Network Inc.$697K
  • K2 Financial Inc.$482K

Largest trims

  • OSAIC HOLDINGS, INC.$20M
  • WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$609K
  • CAHILL FINANCIAL ADVISORS INC$527K

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).

FundSharesReported value% of valueQuarter
SEI INVESTMENTS CO added13,469,751$614M69.4%2026-Q1
SUMMIT WEALTH GROUP LLC / CO added2,410,895$110M12.4%2026-Q1
Merit Financial Group, LLC added575,358$26M3.0%2026-Q1
S&T Bank/PA added366,602$17M1.9%2026-Q1
ENVESTNET ASSET MANAGEMENT INC added266,754$12M1.4%2026-Q1
TRUIST FINANCIAL CORP added252,371$11M1.3%2026-Q1
Beacon Pointe Advisors, LLC added244,064$11M1.3%2026-Q1
K2 Financial Inc. added104,952$5M0.6%2026-Q1
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC trimmed84,537$4M0.4%2026-Q1
Csenge Advisory Group trimmed59,254$3M0.3%2026-Q1
Cambridge Investment Research Advisors, Inc. added58,121$3M0.3%2026-Q1
EXENCIAL WEALTH ADVISORS, LLC added47,752$2M0.2%2026-Q1
Meriwether Wealth & Planning, LLC added47,658$2M0.2%2026-Q1
Ameritas Advisory Services, LLC added45,051$2M0.2%2026-Q1
Diversified Enterprises, LLC trimmed41,501$2M0.2%2026-Q1
COMPASS CAPITAL CORP /MA/ /ADV added34,169$2M0.2%2026-Q1
United Advisor Group, LLC added38,365$2M0.2%2026-Q1
Apella Capital, LLC trimmed34,064$2M0.2%2026-Q1
CAHILL FINANCIAL ADVISORS INC trimmed35,619$2M0.2%2026-Q1
OSAIC HOLDINGS, INC. trimmed34,777$2M0.2%2026-Q1
Perigon Wealth Management, LLC added33,682$2M0.2%2026-Q1
LPL Financial LLC added22,045$1M0.1%2026-Q1
Stewardship Advisors, LLC added21,986$1M0.1%2026-Q1
SUSQUEHANNA INTERNATIONAL GROUP, LLP added20,419$930K0.1%2026-Q1
Cassady Wealth & Retirement Planning, LLC trimmed18,195$925K0.1%2026-Q1
Cetera Investment Advisers added20,243$922K0.1%2026-Q1
Independent Wealth Network Inc. added20,226$921K0.1%2026-Q1
Lynx Investment Advisory trimmed18,658$850K0.1%2026-Q1
CITADEL ADVISORS LLC trimmed16,843$767K0.1%2026-Q1
PRINCIPAL SECURITIES, INC. trimmed14,651$667K0.1%2026-Q1
Stratos Wealth Partners, LTD. trimmed12,748$581K0.1%2026-Q1
ROYAL BANK OF CANADA added10,422$475K0.1%2026-Q1
Concurrent Investment Advisors, LLC trimmed10,372$472K0.1%2026-Q1
LexAurum Advisors, LLC added8,175$372K0.0%2026-Q1
Accelerate Investment Advisors LLC new7,852$358K0.0%2026-Q1
Investmark Advisory Group LLC added6,542$298K0.0%2026-Q1
OneAscent Financial Services LLC trimmed6,146$280K0.0%2026-Q1
MORGAN STANLEY trimmed6,025$274K0.0%2026-Q1
UBS Group AG added5,593$255K0.0%2026-Q1
JANE STREET GROUP, LLC new5,466$249K0.0%2026-Q1
Accurate Wealth Management, LLC added4,915$239K0.0%2026-Q1
Valmark Advisers, Inc. added4,880$222K0.0%2026-Q1
WPG Advisers, LLC trimmed3,838$175K0.0%2026-Q1
Rossby Financial, LCC new3,601$167K0.0%2026-Q1
Advisory Services Network, LLC added3,581$163K0.0%2026-Q1
Whipplewood Advisors, LLC added3,070$140K0.0%2026-Q1
HARBOUR INVESTMENTS, INC. added2,878$126K0.0%2026-Q1
Silver Grove Financial Group, Inc. trimmed2,331$106K0.0%2026-Q1
SILVER OAK SECURITIES, INCORPORATED trimmed2,190$100K0.0%2026-Q1
AdvisorNet Financial, Inc1,577$72K0.0%2026-Q1
ASSETMARK, INC trimmed1,487$68K0.0%2026-Q1
CWM, LLC445$20K0.0%2026-Q1
IFP Advisors, Inc added265$12K0.0%2026-Q1
JPMORGAN CHASE & CO80$4K0.0%2026-Q1
CoreCap Advisors, LLC trimmed49$2K0.0%2026-Q1
MAI Capital Management15$6840.0%2026-Q1
Yeomans Consulting Group, Inc. new367,435$17M1.9%2025-Q4 stale
Geneos Wealth Management Inc. trimmed92,534$4M0.4%2025-Q2 stale
Atria Investments, Inc added76,716$3M0.4%2025-Q2 stale
Global Retirement Partners, LLC added66,800$3M0.3%2025-Q4 stale
Stark Wealth Management LLC added59,286$3M0.3%2025-Q4 stale
NewEdge Advisors, LLC trimmed50,689$2M0.3%2025-Q4 stale
PETRA FINANCIAL ADVISORS INC added31,599$1M0.2%2025-Q4 stale
Marks Group Wealth Management, Inc new37,229$1M0.2%2025-Q1 stale
Binnacle Investments Inc added6,876$312K0.0%2025-Q3 stale
Wealth Group, Ltd. added8,412$303K0.0%2025-Q1 stale
CALTON & ASSOCIATES, INC. trimmed6,101$281K0.0%2025-Q4 stale
MONECO Advisors, LLC trimmed4,527$206K0.0%2025-Q3 stale
Ascent Group, LLC new4,841$204K0.0%2025-Q2 stale
PARK AVENUE SECURITIES LLC new4,353$201K0.0%2025-Q4 stale
FSA Advisors, Inc. new114,800$162K0.0%2025-Q4 stale
Larson Financial Group LLC new2,248$102K0.0%2025-Q3 stale
Kestra Advisory Services, LLC new1,081$50K0.0%2025-Q4 stale
Morton Brown Family Wealth, LLC new963$44K0.0%2025-Q4 stale
WELLS FARGO & COMPANY/MN added901$41K0.0%2025-Q3 stale
Cape Investment Advisory, Inc.489$23K0.0%2025-Q4 stale
ROSS\JOHNSON & Associates LLC new490$18K0.0%2025-Q1 stale
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO added193$14K0.0%2025-Q4 stale
US BANCORP \DE\ new237$10K0.0%2025-Q2 stale
Johnson Financial Group, Inc. new107$5K0.0%2025-Q3 stale
Turning Point Benefit Group, Inc. trimmed104$5K0.0%2025-Q4 stale
EverSource Wealth Advisors, LLC trimmed1$450.0%2025-Q3 stale
CONCOURSE FINANCIAL GROUP SECURITIES, INC.00.0%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.

HoldersTotal shares

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.

Learn how to read institutional ownership