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SEIS SEI EXCHANGE TRADED FUNDS

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SELE SMAL CA ETF (fund)

25 managers (25 13F filers) reported a position in SEIS shares at 2025-03-31, 843,629 shares in all. 6 filers opened a position and 4 filers sold out during the quarter.

Managers
25
13F filers
25
New
6
Added
9
Reduced
7
Sold out
4
Shares held by filers
843,629

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q1 2025

Filers in the available 13F reports with a share position at 2025-03-31, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.271,289$6.45M0.01%-620,76113F-HRTimelineGroup
WEALTH ENHANCEMENT ADVISORY SERVICES, L…141,071$3.35M0.01%-31,80813F-HRTimeline
Apeiron RIA LLC106,683$2.54M0.77%new13F-HRTimeline
COMPASS CAPITAL CORP /MA/ /ADV76,366$1.64M0.86%-5,40013F-HRTimeline
Geneos Wealth Management Inc.50,551$1.2M0.02%+28,36613F-HRTimeline
Perigon Wealth Management, LLC35,348$841K0.02%-7,93413F-HRTimeline
Patriot Financial Group Insurance Agenc…21,531$512K0.07%-32413F-HRTimeline
LexAurum Advisors, LLC21,379$508K0.1%+23213F-HRTimeline
Lynx Investment Advisory19,131$455K0.3%+1,68213F-HRTimeline
Binnacle Investments Inc15,549$370K0.27%13F-HRTimeline
Merit Financial Group, LLC15,035$358K0.01%new13F-HRTimeline
Diversified Enterprises, LLC14,486$344K0.03%-2,40513F-HRTimeline
PETRA FINANCIAL ADVISORS INC13,606$324K0.27%+2,66213F-HRTimeline
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …12,744$303K0.01%new13F-HRTimelineGroup
CORA CAPITAL ADVISORS LLC10,550$251K0.12%+813F-HRTimeline
S&T Bank/PA6,311$150K0.05%new13F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA3,631$86K<0.01%+60813F-HR/ATimelineGroup
UBS Group AGin group UBS Group AG2,528$60.1K<0.01%+8413F-HRTimelineGroup
ROSS\JOHNSON & Associates LLC1,783$42.4K0.73%+1,61113F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO1,448$34.4K<0.01%+1413F-HRTimelineGroup
CENTRAL TRUST Co1,247$29.7K<0.01%new13F-HRTimeline
NewEdge Advisors, LLC783$18.6K<0.01%-1,69613F-HRTimeline
CWM, LLCin group CWM, LLC149$4K<0.01%013F-HRTimelineGroup
Whipplewood Advisors, LLC430$3.26K<0.01%new13F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.