Who Owns SEIS?
SEI SELECT — Institutional Ownership & 13F Holdings
$30.51
-0.39 (-1.27%)
Market Cap
—
Shares Outstanding
—
Institutional Holders
24
Total Inst. Value
$18.8M
% of Float Held
—
QoQ Holder Change
—
Institutional data as of Q1 2025
Top 10 Institutional Holders(Q1 2025)
| # | Fund | Value | Shares |
|---|---|---|---|
| 1 | OSAIC HOLDINGS, INC. | $6.5M | 271,289 |
| 2 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $3.4M | 141,071 |
| 3 | Apeiron RIA LLC | $2.5M | 106,683 |
| 4 | COMPASS CAPITAL CORP /MA/ /ADV | $1.6M | 76,366 |
| 5 | Perigon Wealth Management, LLC | $841K | 35,348 |
| 6 | Geneos Wealth Management Inc. | $638K | 26,835 |
| 7 | LexAurum Advisors, LLC | $508K | 21,379 |
| 8 | Lynx Investment Advisory | $455K | 19,131 |
| 9 | Binnacle Investments Inc | $370K | 15,549 |
| 10 | Merit Financial Group, LLC | $358K | 15,035 |
Biggest Buyers & Sellers This Quarter
Top Buyers
| Fund | Shares Added | Value |
|---|---|---|
| OSAIC HOLDINGS, INC. | +268K | $6.5M |
| Geneos Wealth Management Inc. | +5K | $638K |
| LexAurum Advisors, LLC | +232 | $508K |
| Lynx Investment Advisory | +2K | $455K |
| PETRA FINANCIAL ADVISORS INC | +3K | $324K |
Top Sellers
| Fund | Shares Removed | Value |
|---|---|---|
| Perigon Wealth Management, LLC | -8K | $841K |
| Diversified Enterprises, LLC | -2K | $344K |
| NewEdge Advisors, LLC | -2K | $19K |
| Patriot Financial Group Insurance Agency, LLC | -324 | $512 |
Frequently Asked Questions
How many institutional investors hold SEIS?
As of Q1 2025, 24 institutional investors report holding SEIS (SEI SELECT) in their 13F filings.
Which hedge fund owns the most SEIS?
The largest institutional holder of SEIS is OSAIC HOLDINGS, INC. with $6.5M in shares.
Are institutions buying or selling SEIS?
This quarter, 10 institutions opened new positions in SEIS and 4 closed their positions.
What is 13F institutional ownership?
SEC Form 13F is a quarterly report filed by institutional investment managers with over $100M in qualifying assets. It discloses their US equity holdings, providing transparency into what the largest investors are buying and selling.
How often is institutional ownership data updated?
13F filings are due 45 days after each calendar quarter end (May 15, Aug 14, Nov 14, Feb 14). Data is updated on HedgeTrace as new filings are processed.