Who owns SEIS (SEIS)
Which tracked institutional funds hold SEIS, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See SEIS 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 SEIS while 5 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
SEIS’s largest tracked holder by dollar value, SUMMIT WEALTH GROUP LLC / CO, sizes it at 4.9% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 4.9pp conviction gap — its largest holder concentrates the name more heavily than the typical one.
Book-share is each fund’s reported value in SEIS 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 29 tracked filers holding SEIS, 14 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 SEIS 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.
New buyers 1
- SEI INVESTMENTS CO$3M
Full exits 3
- BlueChip Wealth Advisors LLC$2M
- Stark Wealth Management LLC$957K
- Global Retirement Partners, LLC$541K
Largest adds
- SUMMIT WEALTH GROUP LLC / CO$9M
- S&T Bank/PA$768K
- CITADEL ADVISORS LLC$312K
- Merit Financial Group, LLC$274K
Largest trims
- OSAIC HOLDINGS, INC.$29M
- WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$3M
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 |
|---|---|---|---|---|
| SUMMIT WEALTH GROUP LLC / CO added | 1,681,654 | $46M | 57.3% | 2026-Q1 |
| S&T Bank/PA added | 310,285 | $9M | 10.6% | 2026-Q1 |
| SEI INVESTMENTS CO new | 122,804 | $3M | 4.2% | 2026-Q1 |
| OSAIC HOLDINGS, INC. trimmed | 117,173 | $3M | 4.0% | 2026-Q1 |
| COMPASS CAPITAL CORP /MA/ /ADV added | 78,991 | $3M | 3.1% | 2026-Q1 |
| Apella Capital, LLC trimmed | 61,247 | $2M | 2.3% | 2026-Q1 |
| Perigon Wealth Management, LLC trimmed | 36,966 | $1M | 1.3% | 2026-Q1 |
| Merit Financial Group, LLC added | 30,208 | $835K | 1.0% | 2026-Q1 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC trimmed | 24,017 | $671K | 0.8% | 2026-Q1 |
| Lynx Investment Advisory added | 22,892 | $632K | 0.8% | 2026-Q1 |
| OneAscent Financial Services LLC trimmed | 19,604 | $542K | 0.7% | 2026-Q1 |
| CITADEL ADVISORS LLC added | 18,748 | $518K | 0.6% | 2026-Q1 |
| Diversified Enterprises, LLC trimmed | 18,546 | $512K | 0.6% | 2026-Q1 |
| LexAurum Advisors, LLC trimmed | 15,046 | $416K | 0.5% | 2026-Q1 |
| CORA CAPITAL ADVISORS LLC trimmed | 12,376 | $342K | 0.4% | 2026-Q1 |
| Ameritas Advisory Services, LLC trimmed | 10,662 | $295K | 0.4% | 2026-Q1 |
| Patriot Financial Group Insurance Agency, LLC trimmed | 10,010 | $277K | 0.3% | 2026-Q1 |
| Stewardship Advisors, LLC added | 9,634 | $266K | 0.3% | 2026-Q1 |
| United Advisor Group, LLC added | 9,463 | $261K | 0.3% | 2026-Q1 |
| Advisory Services Network, LLC new | 5,067 | $140K | 0.2% | 2026-Q1 |
| ROSS\JOHNSON & Associates LLC | 3,708 | $102K | 0.1% | 2026-Q1 |
| Pinnacle Wealth Planning Services, Inc. trimmed | 3,332 | $92K | 0.1% | 2026-Q1 |
| Rossby Financial, LCC new | 1,082 | $30K | 0.0% | 2026-Q1 |
| ROYAL BANK OF CANADA trimmed | 1,045 | $29K | 0.0% | 2026-Q1 |
| MORGAN STANLEY trimmed | 552 | $15K | 0.0% | 2026-Q1 |
| Whipplewood Advisors, LLC | 368 | $10K | 0.0% | 2026-Q1 |
| UBS Group AG trimmed | 178 | $5K | 0.0% | 2026-Q1 |
| HARBOUR INVESTMENTS, INC. added | 167 | $5K | 0.0% | 2026-Q1 |
| CWM, LLC trimmed | 149 | $4K | 0.0% | 2026-Q1 |
| Apeiron RIA LLC trimmed | 87,488 | $2M | 3.0% | 2025-Q3 stale |
| BlueChip Wealth Advisors LLC added | 58,416 | $2M | 2.0% | 2025-Q4 stale |
| Stark Wealth Management LLC added | 34,235 | $957K | 1.2% | 2025-Q4 stale |
| Geneos Wealth Management Inc. added | 24,477 | $627K | 0.8% | 2025-Q2 stale |
| Global Retirement Partners, LLC new | 19,376 | $541K | 0.7% | 2025-Q4 stale |
| PETRA FINANCIAL ADVISORS INC added | 14,755 | $412K | 0.5% | 2025-Q4 stale |
| Binnacle Investments Inc trimmed | 14,688 | $410K | 0.5% | 2025-Q3 stale |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP new | 11,806 | $330K | 0.4% | 2025-Q4 stale |
| Wealthcare Advisory Partners LLC new | 12,744 | $303K | 0.4% | 2025-Q1 stale |
| Harvest Investment Services, LLC new | 8,667 | $222K | 0.3% | 2025-Q2 stale |
| JPMORGAN CHASE & CO added | 1,448 | $34K | 0.0% | 2025-Q1 stale |
| CENTRAL TRUST Co new | 1,247 | $30K | 0.0% | 2025-Q1 stale |
| NewEdge Advisors, LLC trimmed | 591 | $17K | 0.0% | 2025-Q4 stale |
| REAP Financial Group, LLC new | 310 | $8K | 0.0% | 2025-Q2 stale |
| ASSETMARK, INC added | 188 | $5K | 0.0% | 2025-Q3 stale |
| Turning Point Benefit Group, Inc. trimmed | 133 | $4K | 0.0% | 2025-Q4 stale |
| Steward Partners Investment Advisory, LLC new | 33 | $922 | 0.0% | 2025-Q3 stale |
| BANK OF AMERICA CORP /DE/ new | 27 | $754 | 0.0% | 2025-Q4 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.