Who owns 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-Q2 13F filings (latest filed 2026-08-14). 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
13 tracked funds added or opened SEIX while 10 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
SEIX’s largest tracked holder by dollar value, Destiny Wealth Partners, LLC, sizes it at 1.9% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 1.9pp 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 2026-Q1 and 2026-Q2, across 69 tracked filers holding SEIX, 44 increased or opened the position and 30 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 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
- Navis Wealth Advisors, LLC$5M
- Western Wealth Management, LLC$2M
- ROYAL BANK OF CANADA$1M
- Pasadena Private Wealth, LLC$959K
- Advyzon Investment Management, LLC$509K
Full exits 2
- Cambridge Investment Research Advisors, Inc.$4M
- Triad Wealth Partners, LLC$3M
Largest adds
- LPL Financial LLC$2M
- Kovack Advisors, Inc.$2M
- AE Wealth Management LLC$1M
- AdvisorNet Financial, Inc$1M
- Cassady Wealth & Retirement Planning, LLC$457K
- RESOLUTE CAPITAL, LLC$408K
Largest trims
- ENVESTNET ASSET MANAGEMENT INC$4M
- Destiny Wealth Partners, LLC$4M
- Tower Research Capital LLC (TRC)$2M
- Foundations Investment Advisors, LLC$583K
- Cetera Investment Advisers$439K
- Pinnacle Financial Partners, Inc.$309K
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 trimmed | 582,615 | $13M | 9.7% | 2026-Q2 |
| AE Wealth Management LLC added | 443,753 | $10M | 7.4% | 2026-Q2 |
| Virtus Fixed Income Advisers, LLC | 386,766 | $9M | 6.4% | 2026-Q2 |
| Ignite Planners, LLC added | 366,866 | $9M | 6.1% | 2026-Q2 |
| AdvisorNet Financial, Inc added | 299,727 | $7M | 5.0% | 2026-Q2 |
| ENVESTNET ASSET MANAGEMENT INC trimmed | 262,619 | $6M | 4.4% | 2026-Q2 |
| Navis Wealth Advisors, LLC new | 203,966 | $5M | 3.4% | 2026-Q2 |
| Foundations Investment Advisors, LLC trimmed | 191,365 | $4M | 3.2% | 2026-Q2 |
| Illumine Investment Management, LLC trimmed | 0 | $4M | 2.8% | 2026-Q2 |
| Cetera Investment Advisers trimmed | 133,921 | $3M | 2.2% | 2026-Q2 |
| Cassady Wealth & Retirement Planning, LLC added | 122,878 | $3M | 2.0% | 2026-Q2 |
| LPL Financial LLC added | 110,582 | $3M | 1.8% | 2026-Q2 |
| Tower Research Capital LLC (TRC) trimmed | 93,615 | $2M | 1.6% | 2026-Q2 |
| Kovack Advisors, Inc. added | 85,390 | $2M | 1.4% | 2026-Q2 |
| Stratos Wealth Advisors, LLC added | 74,918 | $2M | 1.2% | 2026-Q2 |
| Western Wealth Management, LLC new | 74,675 | $2M | 1.2% | 2026-Q2 |
| RESOLUTE CAPITAL, LLC added | 72,404 | $2M | 1.2% | 2026-Q2 |
| SHEETS SMITH WEALTH MANAGEMENT added | 58,460 | $1M | 1.0% | 2026-Q2 |
| Creative Planning added | 57,740 | $1M | 1.0% | 2026-Q2 |
| ROYAL BANK OF CANADA added | 56,820 | $1M | 0.9% | 2026-Q2 |
| JANE STREET GROUP, LLC added | 46,830 | $1M | 0.8% | 2026-Q2 |
| OxenFree Capital LLC added | 46,159 | $1M | 0.8% | 2026-Q2 |
| UMB Bank, n.a. | 45,805 | $1M | 0.8% | 2026-Q2 |
| Argent Trust Co added | 44,035 | $1M | 0.7% | 2026-Q2 |
| Drake & Associates, LLC trimmed | 41,903 | $969K | 0.7% | 2026-Q2 |
| Pasadena Private Wealth, LLC new | 41,467 | $959K | 0.7% | 2026-Q2 |
| JAMES INVESTMENT RESEARCH, INC. added | 41,322 | $956K | 0.7% | 2026-Q2 |
| Lionshead Wealth Management, LLC trimmed | 39,629 | $917K | 0.7% | 2026-Q2 |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV trimmed | 38,545 | $892K | 0.6% | 2026-Q2 |
| Summit Asset Management, LLC trimmed | 34,649 | $801K | 0.6% | 2026-Q2 |
| OSAIC HOLDINGS, INC. added | 32,566 | $753K | 0.5% | 2026-Q2 |
| Ameritas Advisory Services, LLC added | 31,237 | $723K | 0.5% | 2026-Q2 |
| Pinnacle Financial Partners, Inc. trimmed | 26,724 | $618K | 0.4% | 2026-Q2 |
| INDEPENDENT FINANCIAL GROUP, LLC added | 26,587 | $615K | 0.4% | 2026-Q2 |
| Wealthstar Advisors, LLC added | 24,984 | $578K | 0.4% | 2026-Q2 |
| MML INVESTORS SERVICES, LLC added | 23,705 | $548K | 0.4% | 2026-Q2 |
| Advyzon Investment Management, LLC new | 21,996 | $509K | 0.4% | 2026-Q2 |
| KESTRA PRIVATE WEALTH SERVICES, LLC trimmed | 21,689 | $502K | 0.4% | 2026-Q2 |
| Tactive Advisors, LLC added | 20,821 | $482K | 0.3% | 2026-Q2 |
| GOLDMAN SACHS GROUP INC new | 18,740 | $433K | 0.3% | 2026-Q2 |
| Perigon Wealth Management, LLC | 18,500 | $428K | 0.3% | 2026-Q2 |
| J. M. Brown & Associates Inc. new | 18,375 | $425K | 0.3% | 2026-Q2 |
| Fiduciary Group, LLC trimmed | 17,915 | $414K | 0.3% | 2026-Q2 |
| Ausdal Financial Partners, Inc. added | 17,794 | $412K | 0.3% | 2026-Q2 |
| Prospera Financial Services Inc added | 17,377 | $402K | 0.3% | 2026-Q2 |
| TRUSTMARK BANK TRUST DEPARTMENT trimmed | 15,750 | $364K | 0.3% | 2026-Q2 |
| Guardian Capital, LLC new | 12,902 | $298K | 0.2% | 2026-Q2 |
| IFP Advisors, Inc added | 10,717 | $248K | 0.2% | 2026-Q2 |
| Cornerstone Planning Group LLC added | 10,001 | $232K | 0.2% | 2026-Q2 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 10,000 | $231K | 0.2% | 2026-Q2 |
| Cresset Asset Management, LLC new | 9,925 | $230K | 0.2% | 2026-Q2 |
| &PARTNERS added | 9,825 | $227K | 0.2% | 2026-Q2 |
| Allworth Financial LP added | 5,911 | $137K | 0.1% | 2026-Q2 |
| US BANCORP \DE\ | 3,814 | $88K | 0.1% | 2026-Q2 |
| WELLS FARGO & COMPANY/MN added | 2,158 | $50K | 0.0% | 2026-Q2 |
| Elevated Capital Advisors, LLC trimmed | 2,156 | $50K | 0.0% | 2026-Q2 |
| Integrated Wealth Concepts LLC trimmed | 1,589 | $37K | 0.0% | 2026-Q2 |
| Meramec Financial Planners, LLC | 1,406 | $33K | 0.0% | 2026-Q2 |
| Parallel Advisors, LLC new | 703 | $16K | 0.0% | 2026-Q2 |
| JONES FINANCIAL COMPANIES LLLP added | 448 | $10K | 0.0% | 2026-Q2 |
| Decker Retirement Planning Inc. | 300 | $7K | 0.0% | 2026-Q2 |
| Geneos Wealth Management Inc. trimmed | 276 | $6K | 0.0% | 2026-Q2 |
| Quest 10 Wealth Builders, Inc. added | 209 | $5K | 0.0% | 2026-Q2 |
| Global Retirement Partners, LLC | 197 | $5K | 0.0% | 2026-Q2 |
| Rossby Financial, LCC | 87 | $2K | 0.0% | 2026-Q2 |
| VIRTUS ADVISERS, LLC added | 83 | $2K | 0.0% | 2026-Q2 |
| TOUNJIAN ADVISORY PARTNERS, LLC trimmed | 24 | $555 | 0.0% | 2026-Q2 |
| MORGAN STANLEY | 1 | $28 | 0.0% | 2026-Q2 |
| Kingdom Financial Group LLC. added | 1 | $27 | 0.0% | 2026-Q2 |
| Cambridge Investment Research Advisors, Inc. trimmed | 162,339 | $4M | 2.7% | 2026-Q1 stale (1 quarter behind) |
| Triad Wealth Partners, LLC added | 132,219 | $3M | 2.2% | 2026-Q1 stale (1 quarter behind) |
| FLOW TRADERS U.S. LLC trimmed | 15,840 | $365K | 0.3% | 2026-Q1 stale (1 quarter behind) |
| DIVERSIFY WEALTH MANAGEMENT, LLC added | 11,070 | $257K | 0.2% | 2026-Q1 stale (1 quarter behind) |
| Wealthcare Advisory Partners LLC added | 10,872 | $251K | 0.2% | 2026-Q1 stale (1 quarter behind) |
| RDA Financial Network trimmed | 8,700 | $201K | 0.1% | 2026-Q1 stale (1 quarter behind) |
| Anfield Capital Management, LLC added | 7,437 | $172K | 0.1% | 2026-Q1 stale (1 quarter behind) |
| Scarborough Advisors, LLC added | 5,430 | $125K | 0.1% | 2026-Q1 stale (1 quarter behind) |
| Medallion Wealth Advisors, LLC | 620 | $14K | 0.0% | 2026-Q1 stale (1 quarter behind) |
| Atria Investments, Inc added | 222,318 | $5M | 3.7% | 2025-Q4 stale (2 quarters behind) |
| CENTAURUS FINANCIAL, INC. added | 166,597 | $4M | 2.8% | 2025-Q4 stale (2 quarters behind) |
| Westwood Wealth Management new | 47,885 | $1M | 0.8% | 2025-Q4 stale (2 quarters behind) |
| Kestra Advisory Services, LLC added | 29,061 | $678K | 0.5% | 2025-Q4 stale (2 quarters behind) |
| Thrivent Financial for Lutherans trimmed | 16,803 | $392K | 0.3% | 2025-Q4 stale (2 quarters behind) |
| COMMONWEALTH EQUITY SERVICES, LLC trimmed | 14,155 | $330K | 0.2% | 2025-Q4 stale (2 quarters behind) |
| TrueMark Investments, LLC new | 13,691 | $320K | 0.2% | 2025-Q4 stale (2 quarters behind) |
| UBS Group AG added | 1,677 | $39K | 0.0% | 2025-Q4 stale (2 quarters behind) |
| HARBOUR INVESTMENTS, INC. | 692 | $16K | 0.0% | 2025-Q4 stale (2 quarters behind) |
| JPMORGAN CHASE & CO added | 161,455 | $4M | 2.7% | 2025-Q3 stale (3 quarters behind) |
| USAdvisors Wealth Management, LLC trimmed | 113,959 | $3M | 1.9% | 2025-Q3 stale (3 quarters behind) |
| SYNOVUS FINANCIAL CORP added | 49,406 | $1M | 0.8% | 2025-Q3 stale (3 quarters behind) |
| CITADEL ADVISORS LLC trimmed | 10,573 | $249K | 0.2% | 2025-Q3 stale (3 quarters behind) |
| TITLEIST ASSET MANAGEMENT, LLC trimmed | 10,415 | $246K | 0.2% | 2025-Q3 stale (3 quarters behind) |
| Mariner, LLC | 10,000 | $236K | 0.2% | 2025-Q3 stale (3 quarters behind) |
| SILVER OAK SECURITIES, INCORPORATED trimmed | 8,946 | $211K | 0.2% | 2025-Q3 stale (3 quarters behind) |
| PRINCIPAL SECURITIES, INC. trimmed | 1,605 | $38K | 0.0% | 2025-Q3 stale (3 quarters behind) |
| Richardson Capital Management LLC new | 1,265 | $30K | 0.0% | 2025-Q3 stale (3 quarters behind) |
| Bangor Savings Bank new | 710 | $17K | 0.0% | 2025-Q3 stale (3 quarters behind) |
| B. Riley Wealth Advisors, Inc. added | 23,410 | $552K | 0.4% | 2025-Q2 stale (4 quarters behind) |
| Atria Wealth Solutions, Inc. trimmed | 9,336 | $220K | 0.2% | 2025-Q2 stale (4 quarters behind) |
| Moloney Securities Asset Management, LLC new | 9,134 | $215K | 0.2% | 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.