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.
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).
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| SEI INVESTMENTS CO added | 8,644,643 | $341M | 69.6% | 2026-Q2 |
| SUMMIT WEALTH GROUP LLC / CO added | 1,645,704 | $65M | 13.3% | 2026-Q2 |
| S&T Bank/PA added | 249,473 | $10M | 2.0% | 2026-Q2 |
| Merit Financial Group, LLC added | 197,588 | $8M | 1.6% | 2026-Q2 |
| ENVESTNET ASSET MANAGEMENT INC added | 162,828 | $6M | 1.3% | 2026-Q2 |
| TRUIST FINANCIAL CORP added | 153,416 | $6M | 1.2% | 2026-Q2 |
| Beacon Pointe Advisors, LLC added | 151,625 | $6M | 1.2% | 2026-Q2 |
| K2 Financial Inc. added | 66,846 | $3M | 0.6% | 2026-Q2 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC added | 53,163 | $2M | 0.4% | 2026-Q2 |
| Global Retirement Partners, LLC added | 41,412 | $2M | 0.3% | 2026-Q2 |
| Csenge Advisory Group added | 36,775 | $1M | 0.3% | 2026-Q2 |
| NewEdge Advisors, LLC added | 31,197 | $1M | 0.3% | 2026-Q2 |
| GOLDMAN SACHS GROUP INC new | 29,099 | $1M | 0.2% | 2026-Q2 |
| Savant Capital, LLC new | 27,089 | $1M | 0.2% | 2026-Q2 |
| COMPASS CAPITAL CORP /MA/ /ADV added | 26,085 | $1M | 0.2% | 2026-Q2 |
| Diversified Enterprises, LLC added | 27,470 | $1M | 0.2% | 2026-Q2 |
| PETRA FINANCIAL ADVISORS INC added | 24,551 | $968K | 0.2% | 2026-Q2 |
| United Advisor Group, LLC added | 23,679 | $933K | 0.2% | 2026-Q2 |
| Perigon Wealth Management, LLC added | 21,140 | $833K | 0.2% | 2026-Q2 |
| CAHILL FINANCIAL ADVISORS INC trimmed | 19,904 | $784K | 0.2% | 2026-Q2 |
| Apella Capital, LLC trimmed | 17,620 | $713K | 0.1% | 2026-Q2 |
| WPG Advisers, LLC trimmed | 16,519 | $651K | 0.1% | 2026-Q2 |
| Stewardship Advisors, LLC added | 13,560 | $534K | 0.1% | 2026-Q2 |
| Lynx Investment Advisory added | 11,789 | $465K | 0.1% | 2026-Q2 |
| Cassady Wealth & Retirement Planning, LLC added | 11,508 | $454K | 0.1% | 2026-Q2 |
| OSAIC HOLDINGS, INC. trimmed | 10,803 | $426K | 0.1% | 2026-Q2 |
| LPL Financial LLC trimmed | 9,678 | $381K | 0.1% | 2026-Q2 |
| PRINCIPAL SECURITIES, INC. added | 9,559 | $377K | 0.1% | 2026-Q2 |
| CITADEL ADVISORS LLC added | 9,370 | $369K | 0.1% | 2026-Q2 |
| Stratos Wealth Partners, LTD. added | 9,035 | $356K | 0.1% | 2026-Q2 |
| NORTHERN TRUST CORP | 6,548 | $258K | 0.1% | 2026-Q2 |
| Concurrent Investment Advisors, LLC added | 6,493 | $256K | 0.1% | 2026-Q2 |
| Accelerate Investment Advisors LLC | 5,692 | $224K | 0.0% | 2026-Q2 |
| LexAurum Advisors, LLC new | 5,130 | $202K | 0.0% | 2026-Q2 |
| Rossby Financial, LCC added | 2,672 | $105K | 0.0% | 2026-Q2 |
| Whipplewood Advisors, LLC trimmed | 2,100 | $83K | 0.0% | 2026-Q2 |
| ROYAL BANK OF CANADA trimmed | 1,976 | $78K | 0.0% | 2026-Q2 |
| HARBOUR INVESTMENTS, INC. added | 1,872 | $74K | 0.0% | 2026-Q2 |
| Continuum Advisory, LLC added | 1,606 | $63K | 0.0% | 2026-Q2 |
| UBS Group AG trimmed | 1,566 | $62K | 0.0% | 2026-Q2 |
| AdvisorNet Financial, Inc added | 1,536 | $61K | 0.0% | 2026-Q2 |
| Silver Grove Financial Group, Inc. | 1,380 | $54K | 0.0% | 2026-Q2 |
| Synergy Investment Management, LLC new | 941 | $39K | 0.0% | 2026-Q2 |
| WELLS FARGO & COMPANY/MN new | 816 | $32K | 0.0% | 2026-Q2 |
| TOP Private Wealth LLC. new | 328 | $13K | 0.0% | 2026-Q2 |
| Cape Investment Advisory, Inc. | 285 | $11K | 0.0% | 2026-Q2 |
| ASSETMARK, INC trimmed | 275 | $11K | 0.0% | 2026-Q2 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO added | 232 | $9K | 0.0% | 2026-Q2 |
| Blue Trust, Inc. new | 206 | $8K | 0.0% | 2026-Q2 |
| JONES FINANCIAL COMPANIES LLLP new | 145 | $6K | 0.0% | 2026-Q2 |
| AMERIFLEX GROUP, INC. new | 138 | $5K | 0.0% | 2026-Q2 |
| IFP Advisors, Inc | 112 | $4K | 0.0% | 2026-Q2 |
| JPMORGAN CHASE & CO | 32 | $1K | 0.0% | 2026-Q2 |
| HORIZON FINANCIAL SERVICES, LLC new | 23 | $906 | 0.0% | 2026-Q2 |
| Ameritas Advisory Services, LLC trimmed | 8 | $315 | 0.0% | 2026-Q2 |
| Meriwether Wealth & Planning, LLC added | 128,484 | $5M | 1.0% | 2026-Q1 stale (1 quarter behind) |
| Cambridge Investment Research Advisors, Inc. added | 36,933 | $1M | 0.3% | 2026-Q1 stale (1 quarter behind) |
| EXENCIAL WEALTH ADVISORS, LLC added | 29,077 | $1M | 0.2% | 2026-Q1 stale (1 quarter behind) |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP added | 15,116 | $550K | 0.1% | 2026-Q1 stale (1 quarter behind) |
| JANE STREET GROUP, LLC new | 10,051 | $366K | 0.1% | 2026-Q1 stale (1 quarter behind) |
| Advisory Services Network, LLC new | 2,021 | $74K | 0.0% | 2026-Q1 stale (1 quarter behind) |
| CWM, LLC | 210 | $8K | 0.0% | 2026-Q1 stale (1 quarter behind) |
| MORGAN STANLEY trimmed | 1 | $36 | 0.0% | 2026-Q1 stale (1 quarter behind) |
| Yeomans Consulting Group, Inc. new | 109,229 | $4M | 0.9% | 2025-Q4 stale (2 quarters behind) |
| Stark Wealth Management LLC added | 40,415 | $2M | 0.3% | 2025-Q4 stale (2 quarters behind) |
| FSA Advisors, Inc. new | 66,176 | $79K | 0.0% | 2025-Q4 stale (2 quarters behind) |
| Kestra Advisory Services, LLC new | 586 | $23K | 0.0% | 2025-Q4 stale (2 quarters behind) |
| Morton Brown Family Wealth, LLC new | 548 | $21K | 0.0% | 2025-Q4 stale (2 quarters behind) |
| Turning Point Benefit Group, Inc. trimmed | 62 | $2K | 0.0% | 2025-Q4 stale (2 quarters behind) |
| CoreCap Advisors, LLC | 45 | $2K | 0.0% | 2025-Q4 stale (2 quarters behind) |
| Brookwood Investment Group LLC added | 193,889 | $7M | 1.5% | 2025-Q3 stale (3 quarters behind) |
| CALTON & ASSOCIATES, INC. trimmed | 6,708 | $259K | 0.1% | 2025-Q3 stale (3 quarters behind) |
| Binnacle Investments Inc added | 3,884 | $150K | 0.0% | 2025-Q3 stale (3 quarters behind) |
| Larson Financial Group LLC new | 1,248 | $48K | 0.0% | 2025-Q3 stale (3 quarters behind) |
| Johnson Financial Group, Inc. new | 62 | $2K | 0.0% | 2025-Q3 stale (3 quarters behind) |
| EverSource Wealth Advisors, LLC trimmed | 1 | $39 | 0.0% | 2025-Q3 stale (3 quarters behind) |
| Geneos Wealth Management Inc. trimmed | 50,695 | $2M | 0.4% | 2025-Q2 stale (4 quarters behind) |
| My Legacy Advisors, LLC trimmed | 7,343 | $273K | 0.1% | 2025-Q2 stale (4 quarters behind) |
| US BANCORP \DE\ new | 134 | $5K | 0.0% | 2025-Q2 stale (4 quarters behind) |
| Farther Finance Advisors, LLC new | 131 | $5K | 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.