Who owns SEIQ (SEIQ)
Which tracked institutional funds hold SEIQ, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See SEIQ 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
5 tracked funds added or opened SEIQ while 10 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
SEIQ’s largest tracked holder by dollar value, SEI INVESTMENTS CO, sizes it at 0.3% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 0.3pp conviction gap — its largest holder concentrates the name more heavily than the typical one.
Book-share is each fund’s reported value in SEIQ 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 46 tracked filers holding SEIQ, 33 increased or opened the position and 21 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 SEIQ 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.
Full exits 5
- Yeomans Consulting Group, Inc.$4M
- Stark Wealth Management LLC$2M
- Global Retirement Partners, LLC$1M
- NewEdge Advisors, LLC$1M
- PETRA FINANCIAL ADVISORS INC$697K
Largest adds
- SUMMIT WEALTH GROUP LLC / CO$9M
- Merit Financial Group, LLC$3M
- SEI INVESTMENTS CO$3M
- S&T Bank/PA$471K
- SUSQUEHANNA INTERNATIONAL GROUP, LLP$309K
Largest trims
- OSAIC HOLDINGS, INC.$10M
- ENVESTNET ASSET MANAGEMENT INC$341K
- TRUIST FINANCIAL CORP$306K
- CAHILL FINANCIAL ADVISORS INC$298K
- WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$278K
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 | 8,212,136 | $299M | 70.0% | 2026-Q1 |
| SUMMIT WEALTH GROUP LLC / CO added | 1,450,990 | $53M | 12.4% | 2026-Q1 |
| S&T Bank/PA added | 218,418 | $8M | 1.9% | 2026-Q1 |
| ENVESTNET ASSET MANAGEMENT INC added | 160,842 | $6M | 1.4% | 2026-Q1 |
| TRUIST FINANCIAL CORP added | 152,525 | $6M | 1.3% | 2026-Q1 |
| Beacon Pointe Advisors, LLC added | 147,753 | $5M | 1.3% | 2026-Q1 |
| Merit Financial Group, LLC added | 146,412 | $5M | 1.2% | 2026-Q1 |
| Meriwether Wealth & Planning, LLC added | 128,484 | $5M | 1.1% | 2026-Q1 |
| K2 Financial Inc. added | 64,103 | $2M | 0.6% | 2026-Q1 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC trimmed | 48,861 | $2M | 0.4% | 2026-Q1 |
| Cambridge Investment Research Advisors, Inc. added | 36,933 | $1M | 0.3% | 2026-Q1 |
| Csenge Advisory Group added | 36,320 | $1M | 0.3% | 2026-Q1 |
| EXENCIAL WEALTH ADVISORS, LLC added | 29,077 | $1M | 0.2% | 2026-Q1 |
| Ameritas Advisory Services, LLC added | 27,358 | $996K | 0.2% | 2026-Q1 |
| Diversified Enterprises, LLC added | 25,178 | $917K | 0.2% | 2026-Q1 |
| United Advisor Group, LLC added | 23,382 | $851K | 0.2% | 2026-Q1 |
| OSAIC HOLDINGS, INC. trimmed | 22,825 | $832K | 0.2% | 2026-Q1 |
| COMPASS CAPITAL CORP /MA/ /ADV added | 20,851 | $819K | 0.2% | 2026-Q1 |
| Apella Capital, LLC added | 20,896 | $808K | 0.2% | 2026-Q1 |
| Perigon Wealth Management, LLC added | 20,722 | $754K | 0.2% | 2026-Q1 |
| CAHILL FINANCIAL ADVISORS INC trimmed | 20,358 | $741K | 0.2% | 2026-Q1 |
| WPG Advisers, LLC trimmed | 16,826 | $613K | 0.1% | 2026-Q1 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP added | 15,116 | $550K | 0.1% | 2026-Q1 |
| Stewardship Advisors, LLC added | 13,222 | $481K | 0.1% | 2026-Q1 |
| Cassady Wealth & Retirement Planning, LLC added | 11,076 | $427K | 0.1% | 2026-Q1 |
| Lynx Investment Advisory added | 11,376 | $414K | 0.1% | 2026-Q1 |
| LPL Financial LLC added | 10,452 | $381K | 0.1% | 2026-Q1 |
| JANE STREET GROUP, LLC new | 10,051 | $366K | 0.1% | 2026-Q1 |
| PRINCIPAL SECURITIES, INC. added | 8,717 | $317K | 0.1% | 2026-Q1 |
| Stratos Wealth Partners, LTD. trimmed | 7,712 | $281K | 0.1% | 2026-Q1 |
| NORTHERN TRUST CORP | 6,548 | $238K | 0.1% | 2026-Q1 |
| Concurrent Investment Advisors, LLC added | 6,268 | $228K | 0.1% | 2026-Q1 |
| Accelerate Investment Advisors LLC new | 5,692 | $207K | 0.0% | 2026-Q1 |
| UBS Group AG added | 4,867 | $177K | 0.0% | 2026-Q1 |
| ROYAL BANK OF CANADA trimmed | 3,181 | $116K | 0.0% | 2026-Q1 |
| Whipplewood Advisors, LLC added | 2,911 | $106K | 0.0% | 2026-Q1 |
| Rossby Financial, LCC new | 2,173 | $79K | 0.0% | 2026-Q1 |
| Advisory Services Network, LLC added | 2,021 | $74K | 0.0% | 2026-Q1 |
| HARBOUR INVESTMENTS, INC. added | 1,751 | $62K | 0.0% | 2026-Q1 |
| Silver Grove Financial Group, Inc. new | 1,380 | $50K | 0.0% | 2026-Q1 |
| AdvisorNet Financial, Inc | 780 | $28K | 0.0% | 2026-Q1 |
| ASSETMARK, INC trimmed | 416 | $15K | 0.0% | 2026-Q1 |
| CWM, LLC | 210 | $8K | 0.0% | 2026-Q1 |
| IFP Advisors, Inc | 112 | $4K | 0.0% | 2026-Q1 |
| JPMORGAN CHASE & CO | 32 | $1K | 0.0% | 2026-Q1 |
| MORGAN STANLEY trimmed | 1 | $36 | 0.0% | 2026-Q1 |
| Brookwood Investment Group LLC added | 193,889 | $7M | 1.8% | 2025-Q3 stale |
| Yeomans Consulting Group, Inc. new | 109,229 | $4M | 1.0% | 2025-Q4 stale |
| Geneos Wealth Management Inc. trimmed | 50,695 | $2M | 0.4% | 2025-Q2 stale |
| Stark Wealth Management LLC added | 40,415 | $2M | 0.4% | 2025-Q4 stale |
| Global Retirement Partners, LLC added | 38,140 | $1M | 0.3% | 2025-Q4 stale |
| NewEdge Advisors, LLC added | 28,733 | $1M | 0.3% | 2025-Q4 stale |
| Marks Group Wealth Management, Inc new | 20,218 | $706K | 0.2% | 2025-Q1 stale |
| PETRA FINANCIAL ADVISORS INC added | 17,909 | $697K | 0.2% | 2025-Q4 stale |
| CITADEL ADVISORS LLC trimmed | 8,061 | $314K | 0.1% | 2025-Q4 stale |
| My Legacy Advisors, LLC trimmed | 7,343 | $273K | 0.1% | 2025-Q2 stale |
| CALTON & ASSOCIATES, INC. trimmed | 6,708 | $259K | 0.1% | 2025-Q3 stale |
| Binnacle Investments Inc added | 3,884 | $150K | 0.0% | 2025-Q3 stale |
| FSA Advisors, Inc. new | 66,176 | $79K | 0.0% | 2025-Q4 stale |
| Larson Financial Group LLC new | 1,248 | $48K | 0.0% | 2025-Q3 stale |
| Kestra Advisory Services, LLC new | 586 | $23K | 0.0% | 2025-Q4 stale |
| Morton Brown Family Wealth, LLC new | 548 | $21K | 0.0% | 2025-Q4 stale |
| Cape Investment Advisory, Inc. | 285 | $11K | 0.0% | 2025-Q4 stale |
| ROSS\JOHNSON & Associates LLC new | 262 | $9K | 0.0% | 2025-Q1 stale |
| US BANCORP \DE\ new | 134 | $5K | 0.0% | 2025-Q2 stale |
| Farther Finance Advisors, LLC new | 131 | $5K | 0.0% | 2025-Q2 stale |
| Hurley Capital, LLC new | 130 | $5K | 0.0% | 2025-Q1 stale |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO added | 55 | $4K | 0.0% | 2025-Q4 stale |
| Turning Point Benefit Group, Inc. trimmed | 62 | $2K | 0.0% | 2025-Q4 stale |
| Johnson Financial Group, Inc. new | 62 | $2K | 0.0% | 2025-Q3 stale |
| CoreCap Advisors, LLC | 45 | $2K | 0.0% | 2025-Q4 stale |
| EverSource Wealth Advisors, LLC trimmed | 1 | $39 | 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.