Who Owns SEI SELECT (SEIS)?Hedge Fund & Institutional Holders
$27.24-0.10 (-0.37%)NASDAQ
Institutional Holders
37
as of Q4 2025
Total Institutional Value
$3.708731000378823e+79T
% of Float Held
—
QoQ Change in Holders
+15 / -4
Price History
SEIS — Biggest New Institutional Buyers This Quarter
| Fund | Action | Shares Added | Value Added |
|---|---|---|---|
| SUMMIT WEALTH GROUP LLC / CO | New Position | +1.3M | +$37.1M |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | New Position | +131K | +$3.8M |
| Stark Wealth Management LLC | New Position | +70K | +$1.9M |
| Apella Capital, LLC | New Position | +63K | +$1.8M |
| BlueChip Wealth Advisors LLC | New Position | +58K | +$1.6M |
| Perigon Wealth Management, LLC | New Position | +37K | +$1.0M |
| Lynx Investment Advisory | New Position | +22K | +$625K |
| Merit Financial Group, LLC | New Position | +20K | +$560K |
| Ameritas Advisory Services, LLC | New Position | +11K | +$299K |
| Stewardship Advisors, LLC | New Position | +9K | +$257K |
| United Advisor Group, LLC | New Position | +9K | +$238K |
| CWM, LLC | New Position | +344 | +$10K |
| Whipplewood Advisors, LLC | New Position | +368 | +$10K |
| CITADEL ADVISORS LLC | New Position | +7K | +$0 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | New Position | +12K | +$0 |
SEIS — Institutions Reducing or Closing Positions
| Fund | Action | Shares Sold | Value Sold |
|---|---|---|---|
| Apeiron RIA LLC | Closed Position | -87K | -$2.4B |
| COMPASS CAPITAL CORP /MA/ /ADV | Decreased | -730 | -$2.1B |
| Binnacle Investments Inc | Closed Position | -15K | -$410.5M |
| ROYAL BANK OF CANADA | Decreased | -5K | -$209.0M |
| UBS Group AG | Decreased | -1K | -$46.6M |
| Turning Point Benefit Group, Inc. | Decreased | -1K | -$44.2M |
| NewEdge Advisors, LLC | Decreased | -192 | -$21.9M |
| ASSETMARK, INC | Closed Position | -188 | -$5.3M |
| Steward Partners Investment Advisory, LLC | Closed Position | -33 | -$922K |
Top Institutional Holders(Q4 2025)
SEIS Institutional Ownership History
| Quarter | Holders | Total Value | Change |
|---|---|---|---|
| Q4 2025 | 32 | $83.9M | +15 |
| Q3 2025 | 17 | $16.7B | -7 |
| Q2 2025 | 24 | $16.9B | +0 |
| Q1 2025 | 24 | $19.3B | +6 |
| Q4 2024 | 18 | $1.7T | — |
As of Q4 2025, 37 institutional investors hold SEIS (SEI SELECT). The largest holder is SUMMIT WEALTH GROUP LLC / CO with $37.1M in shares. This quarter, 15 institutions opened new positions and 4 closed their positions.
Frequently Asked Questions
How many hedge funds own SEIS?
As of Q4 2025, 37 institutional investors report holding SEIS (SEI SELECT) in their 13F filings.
Who is the largest institutional holder of SEIS?
The largest institutional holder of SEIS is SUMMIT WEALTH GROUP LLC / CO with $37.1M in shares.
Is institutional ownership of SEIS increasing or decreasing?
This quarter, 15 institutions opened new positions in SEIS and 4 closed their positions.