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SEIS SEI EXCHANGE TRADED FUNDS

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SELE SMAL CA ETF (fund)

30 managers (30 13F filers) reported a position in SEIS shares at 2026-03-31, 2,626,565 shares in all. 4 filers opened a position and 5 filers sold out during the quarter.

Managers
30
13F filers
30
New
4
Added
9
Reduced
13
Sold out
5
Shares held by filers
2,626,565

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 2026

Filers in the available 13F reports with a share position at 2026-03-31, 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
SUMMIT WEALTH GROUP LLC / CO1,681,654$46.5M4.89%+354,31513F-HRTimeline
S&T Bank/PA310,285$8.57M3.2%+30,97113F-HRTimeline
SEI INVESTMENTS COin group SEI INVESTMENTS CO122,804$3.39M<0.01%new13F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.117,173$3.26M<0.01%-1,022,13913F-HRTimelineGroup
COMPASS CAPITAL CORP /MA/ /ADV78,991$2.5M0.9%+1,88613F-HRTimeline
Apella Capital, LLC61,247$1.88M0.03%-1,77413F-HRTimeline
Perigon Wealth Management, LLC36,966$1.02M0.02%-19513F-HRTimeline
Merit Financial Group, LLC30,208$835K0.01%+10,14113F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…24,017$671K<0.01%-106,83013F-HRTimeline
Lynx Investment Advisory22,892$632K0.3%+47913F-HRTimeline
OneAscent Financial Services LLCin group OneAscent Financial Services …19,604$542K0.03%-19613F-HRTimelineGroup
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC18,748$518K<0.01%+11,36813F-HRTimelineGroup
Diversified Enterprises, LLC18,546$512K0.03%-26013F-HRTimeline
LexAurum Advisors, LLC15,046$416K0.05%13F-HRTimeline
CORA CAPITAL ADVISORS LLC12,376$342K0.11%-213F-HRTimeline
Ameritas Advisory Services, LLCin group Ameritas Investment Partners,…10,662$295K0.01%-6813F-HRTimelineGroup
Patriot Financial Group Insurance Agenc…10,010$277K0.02%new13F-HRTimeline
Stewardship Advisors, LLC9,634$266K0.06%+43113F-HRTimeline
United Advisor Group, LLC9,463$261K0.03%+91213F-HRTimeline
Advisory Services Network, LLC5,067$140K<0.01%new13F-HRTimeline
ROSS\JOHNSON & Associates LLC3,708$102K1.85%013F-HRTimeline
Pinnacle Wealth Planning Services, Inc.3,332$92.1K0.01%-34313F-HRTimeline
Rossby Financial, LCC1,082$30.2K0.01%new13F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA1,045$29K<0.01%-1,82413F-HRTimelineGroup
NewEdge Advisors, LLC591$16.3K<0.01%013F-HR/ATimeline
MORGAN STANLEYin group MORGAN STANLEY552$15.2K<0.01%-1,77113F-HRTimelineGroup
Whipplewood Advisors, LLC368$10.2K0.01%013F-HRTimeline
UBS Group AGin group UBS Group AG178$4.92K<0.01%-46313F-HRTimelineGroup
HARBOUR INVESTMENTS, INC.167$4.55K<0.01%+6713F-HRTimeline
CWM, LLCin group CWM, LLC149$4.12K<0.01%-19513F-HRTimelineGroup