Who Owns SEIE?
SEI SELECT — Institutional Ownership & 13F Holdings
$34.48
+0.78 (+2.31%)
Market Cap
—
Shares Outstanding
—
Institutional Holders
30
Total Inst. Value
$58.7M
% of Float Held
—
QoQ Holder Change
—
Institutional data as of Q1 2025
Top 10 Institutional Holders(Q1 2025)
| # | Fund | Value | Shares |
|---|---|---|---|
| 1 | CALTON & ASSOCIATES, INC. | $13.8M | 273,240 |
| 2 | OSAIC HOLDINGS, INC. | $9.4M | 357,763 |
| 3 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $9.0M | 343,923 |
| 4 | Apeiron RIA LLC | $8.4M | 321,713 |
| 5 | COMPASS CAPITAL CORP /MA/ /ADV | $4.9M | 189,185 |
| 6 | Perigon Wealth Management, LLC | $2.1M | 79,367 |
| 7 | Geneos Wealth Management Inc. | $1.6M | 61,890 |
| 8 | LexAurum Advisors, LLC | $1.2M | 47,062 |
| 9 | Lynx Investment Advisory | $1.1M | 41,997 |
| 10 | Binnacle Investments Inc | $1.1M | 41,703 |
Biggest Buyers & Sellers This Quarter
Top Buyers
| Fund | Shares Added | Value |
|---|---|---|
| OSAIC HOLDINGS, INC. | +348K | $9.4M |
| Geneos Wealth Management Inc. | +12K | $1.6M |
| Lynx Investment Advisory | +2K | $1.1M |
| PETRA FINANCIAL ADVISORS INC | +5K | $887K |
| UBS Group AG | +1K | $258K |
Top Sellers
| Fund | Shares Removed | Value |
|---|---|---|
| JANE STREET GROUP, LLC | -109K | $422K |
| Perigon Wealth Management, LLC | -18K | $2.1M |
| Diversified Enterprises, LLC | -5K | $818K |
| NewEdge Advisors, LLC | -4K | $53K |
| ROYAL BANK OF CANADA | -979 | $196K |
Frequently Asked Questions
How many institutional investors hold SEIE?
As of Q1 2025, 30 institutional investors report holding SEIE (SEI SELECT) in their 13F filings.
Which hedge fund owns the most SEIE?
The largest institutional holder of SEIE is CALTON & ASSOCIATES, INC. with $13.8M in shares.
Are institutions buying or selling SEIE?
This quarter, 13 institutions opened new positions in SEIE and 5 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.