Who owns SEIX (SEIX)
Which tracked institutional funds hold SEIX, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See SEIX 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
6 tracked funds added or opened SEIX while 13 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
SEIX’s largest tracked holder by dollar value, Virtus Investment Advisers, LLC, sizes it at 5.2% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 5.2pp conviction gap — its largest holder concentrates the name more heavily than the typical one.
Book-share is each fund’s reported value in SEIX 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 69 tracked filers holding SEIX, 34 increased or opened the position and 42 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 SEIX 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 6
- Atria Investments, Inc$5M
- CENTAURUS FINANCIAL, INC.$4M
- TRUSTMARK BANK TRUST DEPARTMENT$1M
- Westwood Wealth Management$1M
- ROYAL BANK OF CANADA$716K
- Kestra Advisory Services, LLC$678K
Largest adds
- Tower Research Capital LLC (TRC)$3M
- Triad Wealth Partners, LLC$2M
- Cassady Wealth & Retirement Planning, LLC$1M
- LPL Financial LLC$564K
- ENVESTNET ASSET MANAGEMENT INC$555K
- Ignite Planners, LLC$361K
Largest trims
- Virtus Fixed Income Advisers, LLC$9M
- AE Wealth Management LLC$1M
- Foundations Investment Advisors, LLC$809K
- Perigon Wealth Management, LLC$695K
- Cornerstone Planning Group LLC$434K
- KESTRA PRIVATE WEALTH SERVICES, LLC$346K
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 |
|---|---|---|---|---|
| Destiny Wealth Partners, LLC added | 738,372 | $17M | 11.0% | 2026-Q1 |
| ENVESTNET ASSET MANAGEMENT INC added | 442,880 | $10M | 6.6% | 2026-Q1 |
| AE Wealth Management LLC trimmed | 392,056 | $9M | 5.8% | 2026-Q1 |
| Virtus Fixed Income Advisers, LLC trimmed | 386,766 | $9M | 5.7% | 2026-Q1 |
| Ignite Planners, LLC added | 358,079 | $8M | 5.3% | 2026-Q1 |
| AdvisorNet Financial, Inc added | 251,060 | $6M | 3.7% | 2026-Q1 |
| Foundations Investment Advisors, LLC trimmed | 217,217 | $5M | 3.2% | 2026-Q1 |
| Tower Research Capital LLC (TRC) added | 192,342 | $4M | 2.9% | 2026-Q1 |
| Illumine Investment Management, LLC added | 165,937 | $4M | 2.5% | 2026-Q1 |
| Cambridge Investment Research Advisors, Inc. trimmed | 162,339 | $4M | 2.4% | 2026-Q1 |
| Cetera Investment Advisers added | 153,359 | $4M | 2.3% | 2026-Q1 |
| Triad Wealth Partners, LLC added | 132,219 | $3M | 2.0% | 2026-Q1 |
| Cassady Wealth & Retirement Planning, LLC added | 102,698 | $2M | 1.5% | 2026-Q1 |
| Stratos Wealth Advisors, LLC trimmed | 67,735 | $2M | 1.0% | 2026-Q1 |
| SHEETS SMITH WEALTH MANAGEMENT trimmed | 58,365 | $1M | 0.9% | 2026-Q1 |
| Creative Planning trimmed | 57,195 | $1M | 0.8% | 2026-Q1 |
| RESOLUTE CAPITAL, LLC added | 54,947 | $1M | 0.8% | 2026-Q1 |
| UMB Bank, n.a. | 45,805 | $1M | 0.7% | 2026-Q1 |
| Lionshead Wealth Management, LLC trimmed | 45,155 | $1M | 0.7% | 2026-Q1 |
| LPL Financial LLC added | 44,311 | $1M | 0.7% | 2026-Q1 |
| Drake & Associates, LLC trimmed | 42,783 | $987K | 0.6% | 2026-Q1 |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV trimmed | 41,460 | $956K | 0.6% | 2026-Q1 |
| OxenFree Capital LLC added | 40,642 | $941K | 0.6% | 2026-Q1 |
| Pinnacle Financial Partners, Inc. added | 40,207 | $927K | 0.6% | 2026-Q1 |
| Summit Asset Management, LLC trimmed | 39,829 | $918K | 0.6% | 2026-Q1 |
| Argent Trust Co added | 35,733 | $824K | 0.5% | 2026-Q1 |
| KESTRA PRIVATE WEALTH SERVICES, LLC trimmed | 34,598 | $798K | 0.5% | 2026-Q1 |
| JAMES INVESTMENT RESEARCH, INC. added | 34,259 | $790K | 0.5% | 2026-Q1 |
| JANE STREET GROUP, LLC added | 32,887 | $758K | 0.5% | 2026-Q1 |
| OSAIC HOLDINGS, INC. trimmed | 26,574 | $613K | 0.4% | 2026-Q1 |
| INDEPENDENT FINANCIAL GROUP, LLC trimmed | 21,609 | $498K | 0.3% | 2026-Q1 |
| Fiduciary Group, LLC added | 20,715 | $478K | 0.3% | 2026-Q1 |
| MML INVESTORS SERVICES, LLC trimmed | 20,063 | $463K | 0.3% | 2026-Q1 |
| Wealthstar Advisors, LLC added | 19,465 | $449K | 0.3% | 2026-Q1 |
| Kovack Advisors, Inc. new | 18,348 | $443K | 0.3% | 2026-Q1 |
| Perigon Wealth Management, LLC trimmed | 18,500 | $427K | 0.3% | 2026-Q1 |
| Tactive Advisors, LLC added | 17,943 | $414K | 0.3% | 2026-Q1 |
| Ameritas Advisory Services, LLC trimmed | 17,656 | $407K | 0.3% | 2026-Q1 |
| Prospera Financial Services Inc added | 16,592 | $383K | 0.2% | 2026-Q1 |
| FLOW TRADERS U.S. LLC trimmed | 15,840 | $365K | 0.2% | 2026-Q1 |
| TOUNJIAN ADVISORY PARTNERS, LLC trimmed | 12,720 | $293K | 0.2% | 2026-Q1 |
| Ausdal Financial Partners, Inc. added | 11,784 | $272K | 0.2% | 2026-Q1 |
| DIVERSIFY WEALTH MANAGEMENT, LLC added | 11,070 | $257K | 0.2% | 2026-Q1 |
| Wealthcare Advisory Partners LLC added | 10,872 | $251K | 0.2% | 2026-Q1 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC trimmed | 10,000 | $230K | 0.1% | 2026-Q1 |
| Cornerstone Planning Group LLC trimmed | 9,796 | $228K | 0.1% | 2026-Q1 |
| &PARTNERS new | 9,202 | $212K | 0.1% | 2026-Q1 |
| RDA Financial Network trimmed | 8,700 | $201K | 0.1% | 2026-Q1 |
| Anfield Capital Management, LLC added | 7,437 | $172K | 0.1% | 2026-Q1 |
| Elevated Capital Advisors, LLC trimmed | 6,883 | $159K | 0.1% | 2026-Q1 |
| Scarborough Advisors, LLC added | 5,430 | $125K | 0.1% | 2026-Q1 |
| Allworth Financial LP trimmed | 4,820 | $111K | 0.1% | 2026-Q1 |
| US BANCORP \DE\ trimmed | 3,814 | $88K | 0.1% | 2026-Q1 |
| WELLS FARGO & COMPANY/MN added | 2,104 | $49K | 0.0% | 2026-Q1 |
| Meramec Financial Planners, LLC | 1,406 | $33K | 0.0% | 2026-Q1 |
| Geneos Wealth Management Inc. added | 629 | $14K | 0.0% | 2026-Q1 |
| Medallion Wealth Advisors, LLC | 620 | $14K | 0.0% | 2026-Q1 |
| Rockefeller Capital Management L.P. new | 419 | $10K | 0.0% | 2026-Q1 |
| Decker Retirement Planning Inc. | 300 | $7K | 0.0% | 2026-Q1 |
| IFP Advisors, Inc new | 225 | $5K | 0.0% | 2026-Q1 |
| Quest 10 Wealth Builders, Inc. added | 186 | $4K | 0.0% | 2026-Q1 |
| Rossby Financial, LCC | 87 | $2K | 0.0% | 2026-Q1 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO trimmed | 66 | $2K | 0.0% | 2026-Q1 |
| VIRTUS ADVISERS, LLC | 44 | $1K | 0.0% | 2026-Q1 |
| Virtus Investment Advisers, LLC new | 802,814 | $19M | 12.2% | 2025-Q1 stale |
| Atria Investments, Inc added | 222,318 | $5M | 3.3% | 2025-Q4 stale |
| CENTAURUS FINANCIAL, INC. added | 166,597 | $4M | 2.5% | 2025-Q4 stale |
| JPMORGAN CHASE & CO added | 161,455 | $4M | 2.4% | 2025-Q3 stale |
| USAdvisors Wealth Management, LLC trimmed | 113,959 | $3M | 1.7% | 2025-Q3 stale |
| Integrated Wealth Concepts LLC added | 55,591 | $1M | 0.8% | 2025-Q3 stale |
| TRUSTMARK BANK TRUST DEPARTMENT trimmed | 55,063 | $1M | 0.8% | 2025-Q4 stale |
| SYNOVUS FINANCIAL CORP added | 49,406 | $1M | 0.7% | 2025-Q3 stale |
| Westwood Wealth Management new | 47,885 | $1M | 0.7% | 2025-Q4 stale |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP new | 32,723 | $773K | 0.5% | 2025-Q1 stale |
| ROYAL BANK OF CANADA trimmed | 30,652 | $716K | 0.5% | 2025-Q4 stale |
| Kestra Advisory Services, LLC added | 29,061 | $678K | 0.4% | 2025-Q4 stale |
| NWAM LLC new | 23,974 | $566K | 0.4% | 2025-Q1 stale |
| B. Riley Wealth Advisors, Inc. added | 23,410 | $552K | 0.4% | 2025-Q2 stale |
| Thrivent Financial for Lutherans trimmed | 16,803 | $392K | 0.3% | 2025-Q4 stale |
| COMMONWEALTH EQUITY SERVICES, LLC trimmed | 14,155 | $330K | 0.2% | 2025-Q4 stale |
| TrueMark Investments, LLC new | 13,691 | $320K | 0.2% | 2025-Q4 stale |
| Prosperity Wealth Management, Inc. trimmed | 10,969 | $259K | 0.2% | 2025-Q1 stale |
| WMG Financial Advisors, LLC | 10,800 | $255K | 0.2% | 2025-Q1 stale |
| CITADEL ADVISORS LLC trimmed | 10,573 | $249K | 0.2% | 2025-Q3 stale |
| TITLEIST ASSET MANAGEMENT, LLC trimmed | 10,415 | $246K | 0.2% | 2025-Q3 stale |
| Mariner, LLC | 10,000 | $236K | 0.2% | 2025-Q3 stale |
| Atria Wealth Solutions, Inc. trimmed | 9,336 | $220K | 0.1% | 2025-Q2 stale |
| Arete Wealth Advisors, LLC new | 9,201 | $217K | 0.1% | 2025-Q1 stale |
| Moloney Securities Asset Management, LLC new | 9,134 | $215K | 0.1% | 2025-Q2 stale |
| SILVER OAK SECURITIES, INCORPORATED trimmed | 8,946 | $211K | 0.1% | 2025-Q3 stale |
| UBS Group AG added | 1,677 | $39K | 0.0% | 2025-Q4 stale |
| PRINCIPAL SECURITIES, INC. trimmed | 1,605 | $38K | 0.0% | 2025-Q3 stale |
| Richardson Capital Management LLC new | 1,265 | $30K | 0.0% | 2025-Q3 stale |
| Bangor Savings Bank new | 710 | $17K | 0.0% | 2025-Q3 stale |
| HARBOUR INVESTMENTS, INC. | 692 | $16K | 0.0% | 2025-Q4 stale |
| FIFTH THIRD BANCORP new | 570 | $13K | 0.0% | 2025-Q1 stale |
| BANK OF AMERICA CORP /DE/ | 512 | $12K | 0.0% | 2025-Q1 stale |
| Global Retirement Partners, LLC | 197 | $5K | 0.0% | 2025-Q4 stale |
| Capital A Wealth Management, LLC added | 124 | $3K | 0.0% | 2025-Q2 stale |
| JONES FINANCIAL COMPANIES LLLP new | 91 | $2K | 0.0% | 2025-Q4 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.