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

$32.34-0.49 (-1.50%)NASDAQ

Institutional Holders

45

as of Q4 2025

Total Institutional Value

$7.70006268437348e+109T

% of Float Held

—

QoQ Change in Holders

+15 / -6

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
SUMMIT WEALTH GROUP LLC / CONew Position+1.9M+$62.7M
3EDGE Asset Management, LPNew Position+1.1M+$37.3M
WEALTH ENHANCEMENT ADVISORY SERVICES, LLCNew Position+290K+$9.6M
Stark Wealth Management LLCNew Position+136K+$4.1M
Apella Capital, LLCNew Position+125K+$4.1M
BlueChip Wealth Advisors LLCNew Position+119K+$3.9M
Perigon Wealth Management, LLCNew Position+76K+$2.5M
Lynx Investment AdvisoryNew Position+43K+$1.4M
OneAscent Financial Services LLCNew Position+40K+$1.0M
Ameritas Advisory Services, LLCNew Position+23K+$739K
Stewardship Advisors, LLCNew Position+21K+$669K
Merit Financial Group, LLCNew Position+8K+$244K
Csenge Advisory GroupNew Position+7K+$228K
MONECO ADVISORS, LLCNew Position+6K+$209K
SILVER OAK SECURITIES, INCORPORATEDNew Position+5K+$158K

SEIE — Institutions Reducing or Closing Positions

FundActionShares SoldValue Sold
Apeiron RIA LLCDecreased-235K-$7.5B
COMPASS CAPITAL CORP /MA/ /ADVDecreased-11K-$5.6B
Binnacle Investments IncClosed Position-35K-$1.1B
PETRA FINANCIAL ADVISORS INCDecreased-32-$1.0B
CITADEL ADVISORS LLCDecreased-1K-$555.0M
ROYAL BANK OF CANADADecreased-9K-$488.0M
Patriot Financial Group Insurance Agency, LLCDecreased-218-$332.1M
Cetera Investment AdvisersClosed Position-10K-$306.7M
JANE STREET GROUP, LLCClosed Position-9K-$273.6M
Bright Futures Wealth Management, LLC.Decreased-639-$257.7M
Pinnacle Wealth Planning Services, Inc.Decreased-420-$244.1M
CALTON & ASSOCIATES, INC.Closed Position-7K-$214.4M
NewEdge Advisors, LLCDecreased-428-$61.9M
WELLS FARGO & COMPANY/MNClosed Position-913-$27.9M
ASSETMARK, INCClosed Position-366-$11.2M

Top Institutional Holders(Q4 2025)

#FundSharesValue% of PortfolioType
1OSAIC HOLDINGS, INC.2,382,667$77.0M0.11%Share
2SUMMIT WEALTH GROUP LLC / CO1,926,871$62.7M8.31%Share
33EDGE Asset Management, LP1,144,408$37.3M1.94%Share
4WEALTH ENHANCEMENT ADVISORY SERVICES, LLC289,569$9.6M0.01%Share
5COMPASS CAPITAL CORP /MA/ /ADV168,264$5.9M2.28%Share
6Apella Capital, LLC125,200$4.1M0.08%Share
7BlueChip Wealth Advisors LLC118,551$3.9M1.62%Share
8Perigon Wealth Management, LLC75,717$2.5M0.04%Share
9Stark Wealth Management LLC65,586$2.1M8.01%Share
10Stark Wealth Management LLC50,283$1.5M7.02%Share
11Diversified Enterprises, LLC35,699$1.2M0.07%Share
12PETRA FINANCIAL ADVISORS INC34,201$1.1M0.65%Share
13OneAscent Financial Services LLC39,628$1.0M0.09%Share
14CORA CAPITAL ADVISORS LLC27,382$890K0.35%Share
15Lynx Investment Advisory24,818$807K0.44%Share
16Ameritas Advisory Services, LLC22,742$739K0.03%Share
17Stewardship Advisors, LLC20,569$669K0.15%Share
18United Advisor Group, LLC19,031$619K0.08%Share
19Lynx Investment Advisory17,889$581K0.32%Share
20Stark Wealth Management LLC19,650$468K0.34%Share
21Patriot Financial Group Insurance Agency, LLC10,681$347K0.04%Share
22Apeiron RIA LLC7,923$257K0.05%Share
23Bright Futures Wealth Management, LLC.7,818$254K0.19%Share
24Merit Financial Group, LLC7,521$244K0.00%Share
25Csenge Advisory Group7,036$228K0.01%Share
26MONECO ADVISORS, LLC6,428$209K0.02%Share
27SILVER OAK SECURITIES, INCORPORATED4,851$158K0.01%Share
28CWM, LLC824$27K0.00%Share
29UBS Group AG799$25K0.00%Share
30Whipplewood Advisors, LLC525$17K0.01%Share
31S&T BANK/PA472,261$15K4.75%Share
32Turning Point Benefit Group, Inc.295$9K0.00%Share
33HARBOUR INVESTMENTS, INC.179$5K0.00%Share
34ROSS\JOHNSON & Associates LLC184$5K0.09%Share
35Lynx Investment Advisory92$2K0.00%Share
36BANK OF AMERICA CORP /DE/69$00.00%Share
37MORGAN STANLEY2,986$00.00%Share
38S&T BANK/PA9,534$00.00%Share
39MAI Capital Management183$00.00%Share
40CITADEL ADVISORS LLC17,176$00.00%Share
41ROYAL BANK OF CANADA6,528$00.00%Share
42NewEdge Advisors, LLC1,601$00.00%Share
43Pinnacle Wealth Planning Services, Inc.7,583$00.00%Share
44AMERIPRISE FINANCIAL INC11,234$00.00%Share
45Global Retirement Partners, LLC8,088$00.00%Share

SEIE Institutional Ownership History

QuarterHoldersTotal ValueChange
Q4 202540$216.5M+14
Q3 202526$38.4B-4
Q2 202530$46.4B+0
Q1 202530$61.0B+8
Q4 202422$3.5T—

As of Q4 2025, 45 institutional investors hold SEIE (SEI SELECT). The largest holder is OSAIC HOLDINGS, INC. with $77.0M in shares. This quarter, 15 institutions opened new positions and 6 closed their positions.

Frequently Asked Questions

How many hedge funds own SEIE?

As of Q4 2025, 45 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 $77.0M in shares.

Is institutional ownership of SEIE increasing or decreasing?

This quarter, 15 institutions opened new positions in SEIE and 6 closed their positions.