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Institutional Ownership · SEC Form 13F

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.

46
Institutional holders
11,157,315
Shares held (tracked funds)

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).

FundSharesReported value% of valueQuarter
SEI INVESTMENTS CO added8,212,136$299M70.0%2026-Q1
SUMMIT WEALTH GROUP LLC / CO added1,450,990$53M12.4%2026-Q1
S&T Bank/PA added218,418$8M1.9%2026-Q1
ENVESTNET ASSET MANAGEMENT INC added160,842$6M1.4%2026-Q1
TRUIST FINANCIAL CORP added152,525$6M1.3%2026-Q1
Beacon Pointe Advisors, LLC added147,753$5M1.3%2026-Q1
Merit Financial Group, LLC added146,412$5M1.2%2026-Q1
Meriwether Wealth & Planning, LLC added128,484$5M1.1%2026-Q1
K2 Financial Inc. added64,103$2M0.6%2026-Q1
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC trimmed48,861$2M0.4%2026-Q1
Cambridge Investment Research Advisors, Inc. added36,933$1M0.3%2026-Q1
Csenge Advisory Group added36,320$1M0.3%2026-Q1
EXENCIAL WEALTH ADVISORS, LLC added29,077$1M0.2%2026-Q1
Ameritas Advisory Services, LLC added27,358$996K0.2%2026-Q1
Diversified Enterprises, LLC added25,178$917K0.2%2026-Q1
United Advisor Group, LLC added23,382$851K0.2%2026-Q1
OSAIC HOLDINGS, INC. trimmed22,825$832K0.2%2026-Q1
COMPASS CAPITAL CORP /MA/ /ADV added20,851$819K0.2%2026-Q1
Apella Capital, LLC added20,896$808K0.2%2026-Q1
Perigon Wealth Management, LLC added20,722$754K0.2%2026-Q1
CAHILL FINANCIAL ADVISORS INC trimmed20,358$741K0.2%2026-Q1
WPG Advisers, LLC trimmed16,826$613K0.1%2026-Q1
SUSQUEHANNA INTERNATIONAL GROUP, LLP added15,116$550K0.1%2026-Q1
Stewardship Advisors, LLC added13,222$481K0.1%2026-Q1
Cassady Wealth & Retirement Planning, LLC added11,076$427K0.1%2026-Q1
Lynx Investment Advisory added11,376$414K0.1%2026-Q1
LPL Financial LLC added10,452$381K0.1%2026-Q1
JANE STREET GROUP, LLC new10,051$366K0.1%2026-Q1
PRINCIPAL SECURITIES, INC. added8,717$317K0.1%2026-Q1
Stratos Wealth Partners, LTD. trimmed7,712$281K0.1%2026-Q1
NORTHERN TRUST CORP6,548$238K0.1%2026-Q1
Concurrent Investment Advisors, LLC added6,268$228K0.1%2026-Q1
Accelerate Investment Advisors LLC new5,692$207K0.0%2026-Q1
UBS Group AG added4,867$177K0.0%2026-Q1
ROYAL BANK OF CANADA trimmed3,181$116K0.0%2026-Q1
Whipplewood Advisors, LLC added2,911$106K0.0%2026-Q1
Rossby Financial, LCC new2,173$79K0.0%2026-Q1
Advisory Services Network, LLC added2,021$74K0.0%2026-Q1
HARBOUR INVESTMENTS, INC. added1,751$62K0.0%2026-Q1
Silver Grove Financial Group, Inc. new1,380$50K0.0%2026-Q1
AdvisorNet Financial, Inc780$28K0.0%2026-Q1
ASSETMARK, INC trimmed416$15K0.0%2026-Q1
CWM, LLC210$8K0.0%2026-Q1
IFP Advisors, Inc112$4K0.0%2026-Q1
JPMORGAN CHASE & CO32$1K0.0%2026-Q1
MORGAN STANLEY trimmed1$360.0%2026-Q1
Brookwood Investment Group LLC added193,889$7M1.8%2025-Q3 stale
Yeomans Consulting Group, Inc. new109,229$4M1.0%2025-Q4 stale
Geneos Wealth Management Inc. trimmed50,695$2M0.4%2025-Q2 stale
Stark Wealth Management LLC added40,415$2M0.4%2025-Q4 stale
Global Retirement Partners, LLC added38,140$1M0.3%2025-Q4 stale
NewEdge Advisors, LLC added28,733$1M0.3%2025-Q4 stale
Marks Group Wealth Management, Inc new20,218$706K0.2%2025-Q1 stale
PETRA FINANCIAL ADVISORS INC added17,909$697K0.2%2025-Q4 stale
CITADEL ADVISORS LLC trimmed8,061$314K0.1%2025-Q4 stale
My Legacy Advisors, LLC trimmed7,343$273K0.1%2025-Q2 stale
CALTON & ASSOCIATES, INC. trimmed6,708$259K0.1%2025-Q3 stale
Binnacle Investments Inc added3,884$150K0.0%2025-Q3 stale
FSA Advisors, Inc. new66,176$79K0.0%2025-Q4 stale
Larson Financial Group LLC new1,248$48K0.0%2025-Q3 stale
Kestra Advisory Services, LLC new586$23K0.0%2025-Q4 stale
Morton Brown Family Wealth, LLC new548$21K0.0%2025-Q4 stale
Cape Investment Advisory, Inc.285$11K0.0%2025-Q4 stale
ROSS\JOHNSON & Associates LLC new262$9K0.0%2025-Q1 stale
US BANCORP \DE\ new134$5K0.0%2025-Q2 stale
Farther Finance Advisors, LLC new131$5K0.0%2025-Q2 stale
Hurley Capital, LLC new130$5K0.0%2025-Q1 stale
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO added55$4K0.0%2025-Q4 stale
Turning Point Benefit Group, Inc. trimmed62$2K0.0%2025-Q4 stale
Johnson Financial Group, Inc. new62$2K0.0%2025-Q3 stale
CoreCap Advisors, LLC45$2K0.0%2025-Q4 stale
EverSource Wealth Advisors, LLC trimmed1$390.0%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