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.
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).
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| SEI INVESTMENTS CO added | 13,469,751 | $614M | 69.4% | 2026-Q1 |
| SUMMIT WEALTH GROUP LLC / CO added | 2,410,895 | $110M | 12.4% | 2026-Q1 |
| Merit Financial Group, LLC added | 575,358 | $26M | 3.0% | 2026-Q1 |
| S&T Bank/PA added | 366,602 | $17M | 1.9% | 2026-Q1 |
| ENVESTNET ASSET MANAGEMENT INC added | 266,754 | $12M | 1.4% | 2026-Q1 |
| TRUIST FINANCIAL CORP added | 252,371 | $11M | 1.3% | 2026-Q1 |
| Beacon Pointe Advisors, LLC added | 244,064 | $11M | 1.3% | 2026-Q1 |
| K2 Financial Inc. added | 104,952 | $5M | 0.6% | 2026-Q1 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC trimmed | 84,537 | $4M | 0.4% | 2026-Q1 |
| Csenge Advisory Group trimmed | 59,254 | $3M | 0.3% | 2026-Q1 |
| Cambridge Investment Research Advisors, Inc. added | 58,121 | $3M | 0.3% | 2026-Q1 |
| EXENCIAL WEALTH ADVISORS, LLC added | 47,752 | $2M | 0.2% | 2026-Q1 |
| Meriwether Wealth & Planning, LLC added | 47,658 | $2M | 0.2% | 2026-Q1 |
| Ameritas Advisory Services, LLC added | 45,051 | $2M | 0.2% | 2026-Q1 |
| Diversified Enterprises, LLC trimmed | 41,501 | $2M | 0.2% | 2026-Q1 |
| COMPASS CAPITAL CORP /MA/ /ADV added | 34,169 | $2M | 0.2% | 2026-Q1 |
| United Advisor Group, LLC added | 38,365 | $2M | 0.2% | 2026-Q1 |
| Apella Capital, LLC trimmed | 34,064 | $2M | 0.2% | 2026-Q1 |
| CAHILL FINANCIAL ADVISORS INC trimmed | 35,619 | $2M | 0.2% | 2026-Q1 |
| OSAIC HOLDINGS, INC. trimmed | 34,777 | $2M | 0.2% | 2026-Q1 |
| Perigon Wealth Management, LLC added | 33,682 | $2M | 0.2% | 2026-Q1 |
| LPL Financial LLC added | 22,045 | $1M | 0.1% | 2026-Q1 |
| Stewardship Advisors, LLC added | 21,986 | $1M | 0.1% | 2026-Q1 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP added | 20,419 | $930K | 0.1% | 2026-Q1 |
| Cassady Wealth & Retirement Planning, LLC trimmed | 18,195 | $925K | 0.1% | 2026-Q1 |
| Cetera Investment Advisers added | 20,243 | $922K | 0.1% | 2026-Q1 |
| Independent Wealth Network Inc. added | 20,226 | $921K | 0.1% | 2026-Q1 |
| Lynx Investment Advisory trimmed | 18,658 | $850K | 0.1% | 2026-Q1 |
| CITADEL ADVISORS LLC trimmed | 16,843 | $767K | 0.1% | 2026-Q1 |
| PRINCIPAL SECURITIES, INC. trimmed | 14,651 | $667K | 0.1% | 2026-Q1 |
| Stratos Wealth Partners, LTD. trimmed | 12,748 | $581K | 0.1% | 2026-Q1 |
| ROYAL BANK OF CANADA added | 10,422 | $475K | 0.1% | 2026-Q1 |
| Concurrent Investment Advisors, LLC trimmed | 10,372 | $472K | 0.1% | 2026-Q1 |
| LexAurum Advisors, LLC added | 8,175 | $372K | 0.0% | 2026-Q1 |
| Accelerate Investment Advisors LLC new | 7,852 | $358K | 0.0% | 2026-Q1 |
| Investmark Advisory Group LLC added | 6,542 | $298K | 0.0% | 2026-Q1 |
| OneAscent Financial Services LLC trimmed | 6,146 | $280K | 0.0% | 2026-Q1 |
| MORGAN STANLEY trimmed | 6,025 | $274K | 0.0% | 2026-Q1 |
| UBS Group AG added | 5,593 | $255K | 0.0% | 2026-Q1 |
| JANE STREET GROUP, LLC new | 5,466 | $249K | 0.0% | 2026-Q1 |
| Accurate Wealth Management, LLC added | 4,915 | $239K | 0.0% | 2026-Q1 |
| Valmark Advisers, Inc. added | 4,880 | $222K | 0.0% | 2026-Q1 |
| WPG Advisers, LLC trimmed | 3,838 | $175K | 0.0% | 2026-Q1 |
| Rossby Financial, LCC new | 3,601 | $167K | 0.0% | 2026-Q1 |
| Advisory Services Network, LLC added | 3,581 | $163K | 0.0% | 2026-Q1 |
| Whipplewood Advisors, LLC added | 3,070 | $140K | 0.0% | 2026-Q1 |
| HARBOUR INVESTMENTS, INC. added | 2,878 | $126K | 0.0% | 2026-Q1 |
| Silver Grove Financial Group, Inc. trimmed | 2,331 | $106K | 0.0% | 2026-Q1 |
| SILVER OAK SECURITIES, INCORPORATED trimmed | 2,190 | $100K | 0.0% | 2026-Q1 |
| AdvisorNet Financial, Inc | 1,577 | $72K | 0.0% | 2026-Q1 |
| ASSETMARK, INC trimmed | 1,487 | $68K | 0.0% | 2026-Q1 |
| CWM, LLC | 445 | $20K | 0.0% | 2026-Q1 |
| IFP Advisors, Inc added | 265 | $12K | 0.0% | 2026-Q1 |
| JPMORGAN CHASE & CO | 80 | $4K | 0.0% | 2026-Q1 |
| CoreCap Advisors, LLC trimmed | 49 | $2K | 0.0% | 2026-Q1 |
| MAI Capital Management | 15 | $684 | 0.0% | 2026-Q1 |
| Yeomans Consulting Group, Inc. new | 367,435 | $17M | 1.9% | 2025-Q4 stale |
| Geneos Wealth Management Inc. trimmed | 92,534 | $4M | 0.4% | 2025-Q2 stale |
| Atria Investments, Inc added | 76,716 | $3M | 0.4% | 2025-Q2 stale |
| Global Retirement Partners, LLC added | 66,800 | $3M | 0.3% | 2025-Q4 stale |
| Stark Wealth Management LLC added | 59,286 | $3M | 0.3% | 2025-Q4 stale |
| NewEdge Advisors, LLC trimmed | 50,689 | $2M | 0.3% | 2025-Q4 stale |
| PETRA FINANCIAL ADVISORS INC added | 31,599 | $1M | 0.2% | 2025-Q4 stale |
| Marks Group Wealth Management, Inc new | 37,229 | $1M | 0.2% | 2025-Q1 stale |
| Binnacle Investments Inc added | 6,876 | $312K | 0.0% | 2025-Q3 stale |
| Wealth Group, Ltd. added | 8,412 | $303K | 0.0% | 2025-Q1 stale |
| CALTON & ASSOCIATES, INC. trimmed | 6,101 | $281K | 0.0% | 2025-Q4 stale |
| MONECO Advisors, LLC trimmed | 4,527 | $206K | 0.0% | 2025-Q3 stale |
| Ascent Group, LLC new | 4,841 | $204K | 0.0% | 2025-Q2 stale |
| PARK AVENUE SECURITIES LLC new | 4,353 | $201K | 0.0% | 2025-Q4 stale |
| FSA Advisors, Inc. new | 114,800 | $162K | 0.0% | 2025-Q4 stale |
| Larson Financial Group LLC new | 2,248 | $102K | 0.0% | 2025-Q3 stale |
| Kestra Advisory Services, LLC new | 1,081 | $50K | 0.0% | 2025-Q4 stale |
| Morton Brown Family Wealth, LLC new | 963 | $44K | 0.0% | 2025-Q4 stale |
| WELLS FARGO & COMPANY/MN added | 901 | $41K | 0.0% | 2025-Q3 stale |
| Cape Investment Advisory, Inc. | 489 | $23K | 0.0% | 2025-Q4 stale |
| ROSS\JOHNSON & Associates LLC new | 490 | $18K | 0.0% | 2025-Q1 stale |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO added | 193 | $14K | 0.0% | 2025-Q4 stale |
| US BANCORP \DE\ new | 237 | $10K | 0.0% | 2025-Q2 stale |
| Johnson Financial Group, Inc. new | 107 | $5K | 0.0% | 2025-Q3 stale |
| Turning Point Benefit Group, Inc. trimmed | 104 | $5K | 0.0% | 2025-Q4 stale |
| EverSource Wealth Advisors, LLC trimmed | 1 | $45 | 0.0% | 2025-Q3 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.