Who owns 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-Q2 13F filings (latest filed 2026-08-19). 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
The tracked-fund tape on SEIM is one-sided between 2026-Q1 and 2026-Q2: 19 added or opened and 5 trimmed or exited — on balance accumulating.
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 0.6pp 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 2026-Q1 and 2026-Q2, across 70 tracked filers holding SEIM, 35 increased or opened the position and 37 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 2026-Q1 and 2026-Q2 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
- Global Retirement Partners, LLC$4M
- NewEdge Advisors, LLC$3M
- Savant Capital, LLC$2M
- PETRA FINANCIAL ADVISORS INC$2M
Full exits 2
- Cambridge Investment Research Advisors, Inc.$3M
- EXENCIAL WEALTH ADVISORS, LLC$2M
Largest adds
- SEI INVESTMENTS CO$107M
- SUMMIT WEALTH GROUP LLC / CO$39M
- Merit Financial Group, LLC$10M
- S&T Bank/PA$6M
- ENVESTNET ASSET MANAGEMENT INC$3M
- TRUIST FINANCIAL CORP$2M
Largest trims
- Ameritas Advisory Services, LLC$2M
- OSAIC HOLDINGS, INC.$716K
- SUSQUEHANNA INTERNATIONAL GROUP, LLP$679K
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 trimmed | 12,840,416 | $721M | 68.0% | 2026-Q2 |
| SUMMIT WEALTH GROUP LLC / CO added | 2,653,233 | $149M | 14.1% | 2026-Q2 |
| Merit Financial Group, LLC added | 652,788 | $37M | 3.5% | 2026-Q2 |
| S&T Bank/PA added | 400,776 | $23M | 2.1% | 2026-Q2 |
| ENVESTNET ASSET MANAGEMENT INC trimmed | 263,267 | $15M | 1.4% | 2026-Q2 |
| TRUIST FINANCIAL CORP trimmed | 247,867 | $14M | 1.3% | 2026-Q2 |
| Beacon Pointe Advisors, LLC trimmed | 227,454 | $13M | 1.2% | 2026-Q2 |
| K2 Financial Inc. trimmed | 98,882 | $5M | 0.5% | 2026-Q2 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC trimmed | 83,333 | $5M | 0.4% | 2026-Q2 |
| Global Retirement Partners, LLC trimmed | 64,659 | $4M | 0.3% | 2026-Q2 |
| Meriwether Wealth & Planning, LLC added | 55,153 | $3M | 0.3% | 2026-Q2 |
| Csenge Advisory Group trimmed | 54,631 | $3M | 0.3% | 2026-Q2 |
| Perigon Wealth Management, LLC added | 49,916 | $3M | 0.3% | 2026-Q2 |
| NewEdge Advisors, LLC trimmed | 47,709 | $3M | 0.3% | 2026-Q2 |
| Diversified Enterprises, LLC trimmed | 41,413 | $2M | 0.2% | 2026-Q2 |
| Savant Capital, LLC new | 40,371 | $2M | 0.2% | 2026-Q2 |
| PETRA FINANCIAL ADVISORS INC added | 38,729 | $2M | 0.2% | 2026-Q2 |
| COMPASS CAPITAL CORP /MA/ /ADV added | 38,579 | $2M | 0.2% | 2026-Q2 |
| United Advisor Group, LLC trimmed | 36,093 | $2M | 0.2% | 2026-Q2 |
| CAHILL FINANCIAL ADVISORS INC trimmed | 32,371 | $2M | 0.2% | 2026-Q2 |
| Apella Capital, LLC trimmed | 27,813 | $1M | 0.1% | 2026-Q2 |
| Independent Wealth Network Inc. added | 22,474 | $1M | 0.1% | 2026-Q2 |
| LPL Financial LLC trimmed | 21,269 | $1M | 0.1% | 2026-Q2 |
| Stewardship Advisors, LLC trimmed | 20,915 | $1M | 0.1% | 2026-Q2 |
| Lynx Investment Advisory trimmed | 17,665 | $992K | 0.1% | 2026-Q2 |
| Cassady Wealth & Retirement Planning, LLC trimmed | 17,166 | $964K | 0.1% | 2026-Q2 |
| OSAIC HOLDINGS, INC. trimmed | 15,564 | $874K | 0.1% | 2026-Q2 |
| CITADEL ADVISORS LLC trimmed | 15,241 | $856K | 0.1% | 2026-Q2 |
| PRINCIPAL SECURITIES, INC. added | 15,187 | $853K | 0.1% | 2026-Q2 |
| Cetera Investment Advisers trimmed | 14,753 | $828K | 0.1% | 2026-Q2 |
| Stratos Wealth Partners, LTD. added | 13,725 | $771K | 0.1% | 2026-Q2 |
| Concurrent Investment Advisors, LLC trimmed | 9,701 | $545K | 0.1% | 2026-Q2 |
| Accelerate Investment Advisors LLC trimmed | 7,816 | $439K | 0.0% | 2026-Q2 |
| ROYAL BANK OF CANADA trimmed | 7,752 | $435K | 0.0% | 2026-Q2 |
| LexAurum Advisors, LLC trimmed | 7,539 | $423K | 0.0% | 2026-Q2 |
| Investmark Advisory Group LLC added | 7,190 | $404K | 0.0% | 2026-Q2 |
| MORGAN STANLEY | 6,025 | $338K | 0.0% | 2026-Q2 |
| OneAscent Financial Services LLC trimmed | 5,997 | $337K | 0.0% | 2026-Q2 |
| UBS Group AG added | 5,684 | $319K | 0.0% | 2026-Q2 |
| Lifeworks Advisors, LLC new | 5,492 | $308K | 0.0% | 2026-Q2 |
| Valmark Advisers, Inc. | 4,880 | $274K | 0.0% | 2026-Q2 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP trimmed | 4,475 | $251K | 0.0% | 2026-Q2 |
| Foundry Financial Group, Inc. new | 4,285 | $241K | 0.0% | 2026-Q2 |
| Summit Financial, LLC new | 3,935 | $221K | 0.0% | 2026-Q2 |
| Advisory Services Network, LLC added | 3,928 | $221K | 0.0% | 2026-Q2 |
| Rossby Financial, LCC added | 3,864 | $217K | 0.0% | 2026-Q2 |
| CALTON & ASSOCIATES, INC. trimmed | 3,754 | $211K | 0.0% | 2026-Q2 |
| Meridian Wealth Management, LLC new | 3,701 | $208K | 0.0% | 2026-Q2 |
| MERCER GLOBAL ADVISORS INC /ADV new | 3,633 | $204K | 0.0% | 2026-Q2 |
| WPG Advisers, LLC trimmed | 3,560 | $200K | 0.0% | 2026-Q2 |
| AdvisorNet Financial, Inc added | 2,750 | $154K | 0.0% | 2026-Q2 |
| HARBOUR INVESTMENTS, INC. trimmed | 2,677 | $150K | 0.0% | 2026-Q2 |
| Continuum Advisory, LLC trimmed | 2,342 | $132K | 0.0% | 2026-Q2 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO added | 2,173 | $122K | 0.0% | 2026-Q2 |
| Silver Grove Financial Group, Inc. trimmed | 2,138 | $120K | 0.0% | 2026-Q2 |
| ASSETMARK, INC trimmed | 1,461 | $82K | 0.0% | 2026-Q2 |
| Whipplewood Advisors, LLC trimmed | 1,434 | $81K | 0.0% | 2026-Q2 |
| WELLS FARGO & COMPANY/MN added | 1,330 | $75K | 0.0% | 2026-Q2 |
| Synergy Investment Management, LLC new | 1,393 | $71K | 0.0% | 2026-Q2 |
| VANGUARD ADVISERS INC new | 1,118 | $63K | 0.0% | 2026-Q2 |
| TOP Private Wealth LLC. new | 541 | $30K | 0.0% | 2026-Q2 |
| Cape Investment Advisory, Inc. trimmed | 429 | $24K | 0.0% | 2026-Q2 |
| Blue Trust, Inc. new | 342 | $19K | 0.0% | 2026-Q2 |
| IFP Advisors, Inc | 265 | $15K | 0.0% | 2026-Q2 |
| JONES FINANCIAL COMPANIES LLLP new | 230 | $13K | 0.0% | 2026-Q2 |
| AMERIFLEX GROUP, INC. new | 213 | $12K | 0.0% | 2026-Q2 |
| Ameritas Advisory Services, LLC trimmed | 205 | $12K | 0.0% | 2026-Q2 |
| JPMORGAN CHASE & CO | 80 | $4K | 0.0% | 2026-Q2 |
| CoreCap Advisors, LLC | 49 | $3K | 0.0% | 2026-Q2 |
| HORIZON FINANCIAL SERVICES, LLC new | 37 | $2K | 0.0% | 2026-Q2 |
| Cambridge Investment Research Advisors, Inc. added | 58,121 | $3M | 0.2% | 2026-Q1 stale (1 quarter behind) |
| EXENCIAL WEALTH ADVISORS, LLC added | 47,752 | $2M | 0.2% | 2026-Q1 stale (1 quarter behind) |
| JANE STREET GROUP, LLC new | 5,466 | $249K | 0.0% | 2026-Q1 stale (1 quarter behind) |
| Accurate Wealth Management, LLC added | 4,915 | $239K | 0.0% | 2026-Q1 stale (1 quarter behind) |
| SILVER OAK SECURITIES, INCORPORATED trimmed | 2,190 | $100K | 0.0% | 2026-Q1 stale (1 quarter behind) |
| CWM, LLC | 445 | $20K | 0.0% | 2026-Q1 stale (1 quarter behind) |
| MAI Capital Management | 15 | $684 | 0.0% | 2026-Q1 stale (1 quarter behind) |
| Yeomans Consulting Group, Inc. new | 367,435 | $17M | 1.6% | 2025-Q4 stale (2 quarters behind) |
| Stark Wealth Management LLC added | 59,286 | $3M | 0.3% | 2025-Q4 stale (2 quarters behind) |
| PARK AVENUE SECURITIES LLC new | 4,353 | $201K | 0.0% | 2025-Q4 stale (2 quarters behind) |
| FSA Advisors, Inc. new | 114,800 | $162K | 0.0% | 2025-Q4 stale (2 quarters behind) |
| Kestra Advisory Services, LLC new | 1,081 | $50K | 0.0% | 2025-Q4 stale (2 quarters behind) |
| Morton Brown Family Wealth, LLC new | 963 | $44K | 0.0% | 2025-Q4 stale (2 quarters behind) |
| Turning Point Benefit Group, Inc. trimmed | 104 | $5K | 0.0% | 2025-Q4 stale (2 quarters behind) |
| Binnacle Investments Inc added | 6,876 | $312K | 0.0% | 2025-Q3 stale (3 quarters behind) |
| MONECO Advisors, LLC trimmed | 4,527 | $206K | 0.0% | 2025-Q3 stale (3 quarters behind) |
| Larson Financial Group LLC new | 2,248 | $102K | 0.0% | 2025-Q3 stale (3 quarters behind) |
| Johnson Financial Group, Inc. new | 107 | $5K | 0.0% | 2025-Q3 stale (3 quarters behind) |
| EverSource Wealth Advisors, LLC trimmed | 1 | $45 | 0.0% | 2025-Q3 stale (3 quarters behind) |
| Geneos Wealth Management Inc. trimmed | 92,534 | $4M | 0.4% | 2025-Q2 stale (4 quarters behind) |
| Atria Investments, Inc added | 76,716 | $3M | 0.3% | 2025-Q2 stale (4 quarters behind) |
| Ascent Group, LLC new | 4,841 | $204K | 0.0% | 2025-Q2 stale (4 quarters behind) |
| US BANCORP \DE\ new | 237 | $10K | 0.0% | 2025-Q2 stale (4 quarters behind) |
| CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 0 | — | 0.0% | 2025-Q2 stale (4 quarters behind) |
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.