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Institutional Ownership · SEC Form 13F

Who owns 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-Q2 13F filings (latest filed 2026-08-18). 13F is disclosed up to 45 days after quarter-end, so the most recent quarter fills in over the following weeks.

55
Institutional holders
12M
Shares held (tracked funds)

How the tape is positioned

14 tracked funds added or opened SEIQ while 6 trimmed or exited it between 2026-Q1 and 2026-Q2 — 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 2026-Q1 and 2026-Q2, across 55 tracked filers holding SEIQ, 40 increased or opened the position and 18 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 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 5

  • Global Retirement Partners, LLC$2M
  • NewEdge Advisors, LLC$1M
  • GOLDMAN SACHS GROUP INC$1M
  • Savant Capital, LLC$1M
  • PETRA FINANCIAL ADVISORS INC$968K

Full exits 4

  • Meriwether Wealth & Planning, LLC$5M
  • Cambridge Investment Research Advisors, Inc.$1M
  • EXENCIAL WEALTH ADVISORS, LLC$1M
  • SUSQUEHANNA INTERNATIONAL GROUP, LLP$550K

Largest adds

  • SEI INVESTMENTS CO$42M
  • SUMMIT WEALTH GROUP LLC / CO$12M
  • Merit Financial Group, LLC$2M
  • S&T Bank/PA$2M
  • Beacon Pointe Advisors, LLC$596K
  • ENVESTNET ASSET MANAGEMENT INC$561K

Largest trims

  • Ameritas Advisory Services, LLC$996K
  • OSAIC HOLDINGS, INC.$406K

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 added8,644,643$341M69.6%2026-Q2
SUMMIT WEALTH GROUP LLC / CO added1,645,704$65M13.3%2026-Q2
S&T Bank/PA added249,473$10M2.0%2026-Q2
Merit Financial Group, LLC added197,588$8M1.6%2026-Q2
ENVESTNET ASSET MANAGEMENT INC added162,828$6M1.3%2026-Q2
TRUIST FINANCIAL CORP added153,416$6M1.2%2026-Q2
Beacon Pointe Advisors, LLC added151,625$6M1.2%2026-Q2
K2 Financial Inc. added66,846$3M0.6%2026-Q2
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC added53,163$2M0.4%2026-Q2
Global Retirement Partners, LLC added41,412$2M0.3%2026-Q2
Csenge Advisory Group added36,775$1M0.3%2026-Q2
NewEdge Advisors, LLC added31,197$1M0.3%2026-Q2
GOLDMAN SACHS GROUP INC new29,099$1M0.2%2026-Q2
Savant Capital, LLC new27,089$1M0.2%2026-Q2
COMPASS CAPITAL CORP /MA/ /ADV added26,085$1M0.2%2026-Q2
Diversified Enterprises, LLC added27,470$1M0.2%2026-Q2
PETRA FINANCIAL ADVISORS INC added24,551$968K0.2%2026-Q2
United Advisor Group, LLC added23,679$933K0.2%2026-Q2
Perigon Wealth Management, LLC added21,140$833K0.2%2026-Q2
CAHILL FINANCIAL ADVISORS INC trimmed19,904$784K0.2%2026-Q2
Apella Capital, LLC trimmed17,620$713K0.1%2026-Q2
WPG Advisers, LLC trimmed16,519$651K0.1%2026-Q2
Stewardship Advisors, LLC added13,560$534K0.1%2026-Q2
Lynx Investment Advisory added11,789$465K0.1%2026-Q2
Cassady Wealth & Retirement Planning, LLC added11,508$454K0.1%2026-Q2
OSAIC HOLDINGS, INC. trimmed10,803$426K0.1%2026-Q2
LPL Financial LLC trimmed9,678$381K0.1%2026-Q2
PRINCIPAL SECURITIES, INC. added9,559$377K0.1%2026-Q2
CITADEL ADVISORS LLC added9,370$369K0.1%2026-Q2
Stratos Wealth Partners, LTD. added9,035$356K0.1%2026-Q2
NORTHERN TRUST CORP6,548$258K0.1%2026-Q2
Concurrent Investment Advisors, LLC added6,493$256K0.1%2026-Q2
Accelerate Investment Advisors LLC5,692$224K0.0%2026-Q2
LexAurum Advisors, LLC new5,130$202K0.0%2026-Q2
Rossby Financial, LCC added2,672$105K0.0%2026-Q2
Whipplewood Advisors, LLC trimmed2,100$83K0.0%2026-Q2
ROYAL BANK OF CANADA trimmed1,976$78K0.0%2026-Q2
HARBOUR INVESTMENTS, INC. added1,872$74K0.0%2026-Q2
Continuum Advisory, LLC added1,606$63K0.0%2026-Q2
UBS Group AG trimmed1,566$62K0.0%2026-Q2
AdvisorNet Financial, Inc added1,536$61K0.0%2026-Q2
Silver Grove Financial Group, Inc.1,380$54K0.0%2026-Q2
Synergy Investment Management, LLC new941$39K0.0%2026-Q2
WELLS FARGO & COMPANY/MN new816$32K0.0%2026-Q2
TOP Private Wealth LLC. new328$13K0.0%2026-Q2
Cape Investment Advisory, Inc.285$11K0.0%2026-Q2
ASSETMARK, INC trimmed275$11K0.0%2026-Q2
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO added232$9K0.0%2026-Q2
Blue Trust, Inc. new206$8K0.0%2026-Q2
JONES FINANCIAL COMPANIES LLLP new145$6K0.0%2026-Q2
AMERIFLEX GROUP, INC. new138$5K0.0%2026-Q2
IFP Advisors, Inc112$4K0.0%2026-Q2
JPMORGAN CHASE & CO32$1K0.0%2026-Q2
HORIZON FINANCIAL SERVICES, LLC new23$9060.0%2026-Q2
Ameritas Advisory Services, LLC trimmed8$3150.0%2026-Q2
Meriwether Wealth & Planning, LLC added128,484$5M1.0%2026-Q1 stale (1 quarter behind)
Cambridge Investment Research Advisors, Inc. added36,933$1M0.3%2026-Q1 stale (1 quarter behind)
EXENCIAL WEALTH ADVISORS, LLC added29,077$1M0.2%2026-Q1 stale (1 quarter behind)
SUSQUEHANNA INTERNATIONAL GROUP, LLP added15,116$550K0.1%2026-Q1 stale (1 quarter behind)
JANE STREET GROUP, LLC new10,051$366K0.1%2026-Q1 stale (1 quarter behind)
Advisory Services Network, LLC new2,021$74K0.0%2026-Q1 stale (1 quarter behind)
CWM, LLC210$8K0.0%2026-Q1 stale (1 quarter behind)
MORGAN STANLEY trimmed1$360.0%2026-Q1 stale (1 quarter behind)
Yeomans Consulting Group, Inc. new109,229$4M0.9%2025-Q4 stale (2 quarters behind)
Stark Wealth Management LLC added40,415$2M0.3%2025-Q4 stale (2 quarters behind)
FSA Advisors, Inc. new66,176$79K0.0%2025-Q4 stale (2 quarters behind)
Kestra Advisory Services, LLC new586$23K0.0%2025-Q4 stale (2 quarters behind)
Morton Brown Family Wealth, LLC new548$21K0.0%2025-Q4 stale (2 quarters behind)
Turning Point Benefit Group, Inc. trimmed62$2K0.0%2025-Q4 stale (2 quarters behind)
CoreCap Advisors, LLC45$2K0.0%2025-Q4 stale (2 quarters behind)
Brookwood Investment Group LLC added193,889$7M1.5%2025-Q3 stale (3 quarters behind)
CALTON & ASSOCIATES, INC. trimmed6,708$259K0.1%2025-Q3 stale (3 quarters behind)
Binnacle Investments Inc added3,884$150K0.0%2025-Q3 stale (3 quarters behind)
Larson Financial Group LLC new1,248$48K0.0%2025-Q3 stale (3 quarters behind)
Johnson Financial Group, Inc. new62$2K0.0%2025-Q3 stale (3 quarters behind)
EverSource Wealth Advisors, LLC trimmed1$390.0%2025-Q3 stale (3 quarters behind)
Geneos Wealth Management Inc. trimmed50,695$2M0.4%2025-Q2 stale (4 quarters behind)
My Legacy Advisors, LLC trimmed7,343$273K0.1%2025-Q2 stale (4 quarters behind)
US BANCORP \DE\ new134$5K0.0%2025-Q2 stale (4 quarters behind)
Farther Finance Advisors, LLC new131$5K0.0%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.

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