Who Owns SEI SELECT (SEIE)?Hedge Fund & Institutional Holders

$32.87+0.50 (+1.54%)NASDAQ

Institutional Holders

43

as of Q4 2025

Total Institutional Value

$7.700000062684001e+167T

% of Float Held

QoQ Change in Holders

+10 / -8

Price History

$23.35$26.48$29.60$32.73$35.85Oct 24Jun 25Mar 26

SEIE — Biggest New Institutional Buyers This Quarter

FundActionShares AddedValue Added
OSAIC HOLDINGS, INC.Increased+2.2M+$72.9B
SUMMIT WEALTH GROUP LLC / CONew Position+1.9M+$62.7B
3EDGE Asset Management, LPNew Position+1.1M+$37.3B
BlueChip Wealth Advisors LLCNew Position+119K+$3.9B
Lynx Investment AdvisoryNew Position+43K+$1.4B
S&T BANK/PAIncreased+15K+$759.5M
Stewardship Advisors, LLCNew Position+21K+$669.0M
Diversified Enterprises, LLCIncreased+8K+$305.8M
Csenge Advisory GroupNew Position+7K+$228.0M
MONECO ADVISORS, LLCNew Position+6K+$209.0M
CORA CAPITAL ADVISORS LLCIncreased+5K+$203.3M
SILVER OAK SECURITIES, INCORPORATEDNew Position+5K+$158.0M
United Advisor Group, LLCIncreased+3K+$142.8M
Whipplewood Advisors, LLCNew Position+525+$17.0M
WEALTH ENHANCEMENT ADVISORY SERVICES, LLCNew Position+290K+$9.6M

SEIE — Institutions Reducing or Closing Positions

FundActionShares SoldValue Sold
Apeiron RIA LLCDecreased-235K-$7.2B
Binnacle Investments IncClosed Position-35K-$1.1B
CITADEL ADVISORS LLCDecreased-1K-$555.0M
ROYAL BANK OF CANADADecreased-9K-$488.0M
Cetera Investment AdvisersClosed Position-10K-$306.7M
JANE STREET GROUP, LLCClosed Position-9K-$273.6M
Bright Futures Wealth Management, LLC.Decreased-639-$257.7M
NewEdge Advisors, LLCDecreased-428-$61.9M
WELLS FARGO & COMPANY/MNClosed Position-913-$27.9M
ASSETMARK, INCClosed Position-366-$11.2M
Steward Partners Investment Advisory, LLCClosed Position-81-$2.5M
FLOW TRADERS U.S. LLCClosed Position-11K-$321K
Pinnacle Wealth Planning Services, Inc.Decreased-420-$244K
CALTON & ASSOCIATES, INC.Closed Position-7K-$214K
Patriot Financial Group Insurance Agency, LLCDecreased-218-$-15K

Top Institutional Holders(Q4 2025)

#FundSharesValue% of PortfolioType
1OSAIC HOLDINGS, INC.2,382,667$77.0B112.51%Share
2SUMMIT WEALTH GROUP LLC / CO1,926,871$62.7B8.31%Share
33EDGE Asset Management, LP1,144,408$37.3B1.94%Share
4S&T BANK/PA472,261$15.0B4.75%Share
5COMPASS CAPITAL CORP /MA/ /ADV168,264$5.9B2.28%Share
6BlueChip Wealth Advisors LLC118,551$3.9B1.62%Share
7Diversified Enterprises, LLC35,699$1.2B0.07%Share
8PETRA FINANCIAL ADVISORS INC34,201$1.1B0.65%Share
9CORA CAPITAL ADVISORS LLC27,382$890.0M0.35%Share
10Lynx Investment Advisory24,818$807.0M0.44%Share
11Stewardship Advisors, LLC20,569$669.0M0.15%Share
12United Advisor Group, LLC19,031$619.0M0.08%Share
13Lynx Investment Advisory17,889$581.0M0.32%Share
14Apeiron RIA LLC7,923$257.0M0.05%Share
15Csenge Advisory Group7,036$228.0M0.01%Share
16MONECO ADVISORS, LLC6,428$209.0M0.02%Share
17SILVER OAK SECURITIES, INCORPORATED4,851$158.0M0.01%Share
18UBS Group AG799$25.0M0.00%Share
19Whipplewood Advisors, LLC525$17.0M0.01%Share
20WEALTH ENHANCEMENT ADVISORY SERVICES, LLC289,569$9.6M0.01%Share
21Turning Point Benefit Group, Inc.295$9.0M0.00%Share
22Apella Capital, LLC125,200$4.1M0.08%Share
23Perigon Wealth Management, LLC75,717$2.5M0.04%Share
24Lynx Investment Advisory92$2.0M0.00%Share
25OneAscent Financial Services LLC39,628$1.0M0.09%Share
26Ameritas Advisory Services, LLC22,742$739K0.03%Share
27Stark Wealth Management LLC19,650$468K0.34%Share
28Patriot Financial Group Insurance Agency, LLC10,681$347K0.04%Share
29Bright Futures Wealth Management, LLC.7,818$254K0.19%Share
30Merit Financial Group, LLC7,521$244K0.00%Share
31CWM, LLC824$27K0.00%Share
32ROSS\JOHNSON & Associates LLC184$5K0.09%Share
33HARBOUR INVESTMENTS, INC.179$5K0.00%Share
34Global Retirement Partners, LLC8,088$00.00%Share
35Pinnacle Wealth Planning Services, Inc.7,583$00.00%Share
36MAI Capital Management183$00.00%Share
37S&T BANK/PA9,534$00.00%Share
38CITADEL ADVISORS LLC17,176$00.00%Share
39BANK OF AMERICA CORP /DE/69$00.00%Share
40AMERIPRISE FINANCIAL INC11,234$00.00%Share
41ROYAL BANK OF CANADA6,528$00.00%Share
42NewEdge Advisors, LLC1,601$00.00%Share
43MORGAN STANLEY2,986$00.00%Share

SEIE Institutional Ownership History

QuarterHoldersTotal ValueChange
Q4 202540$208.6B+14
Q3 202526$37.6B-4
Q2 202530$43.4B+0
Q1 202530$44.4B+8
Q4 202422$2.4T

As of Q4 2025, 43 institutional investors hold SEIE (SEI SELECT). The largest holder is OSAIC HOLDINGS, INC. with $77.0B in shares. This quarter, 10 institutions opened new positions and 8 closed their positions.

Frequently Asked Questions

How many hedge funds own SEIE?

As of Q4 2025, 43 institutional investors report holding SEIE (SEI SELECT) in their 13F filings.

Who is the largest institutional holder of SEIE?

The largest institutional holder of SEIE is OSAIC HOLDINGS, INC. with $77.0B in shares.

Is institutional ownership of SEIE increasing or decreasing?

This quarter, 10 institutions opened new positions in SEIE and 8 closed their positions.