Vault-13

SEI EXCHANGE TRADED FUNDS SEIM

ENHANCED US LRG · ETP · CUSIP 81589A205

61 institutional holders +3 vs Q3 2025
18,238,43418.2m shares reported held*
$836.5mreported value*
12 new 22 added 20 reduced 8 sold out net bought ≈ $132.4m (+3.0m shares)

* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once ($1.8m this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $45.86.

Trends to Q4 2025

Institutional holders

Managers reporting a position, each quarter

0255075Q3 22: 4Q4 22: 5Q1 23: 4Q2 23: 3Q3 23: 4Q4 23: 7Q1 24: 28Q2 24: 37Q3 24: 37Q4 24: 49Q1 25: 51Q2 25: 53Q3 25: 58Q4 25: 6161Q3 22Q2 23Q1 24Q4 24Q4 25
Numbers
QuarterHolders
Q3 20224
Q4 20225
Q1 20234
Q2 20233
Q3 20234
Q4 20237
Q1 202428
Q2 202437
Q3 202437
Q4 202449
Q1 202551
Q2 202553
Q3 202558
Q4 202561

Buyers vs sellers

Managers adding to or starting a position, vs cutting or selling out

Bought or addedCut or sold out
50050Q1 24: 23 bought or addedQ1 24: 4 cut or sold outQ2 24: 21 bought or addedQ2 24: 11 cut or sold outQ2 24Q3 24: 19 bought or addedQ3 24: 19 cut or sold outQ4 24: 18 bought or addedQ4 24: 23 cut or sold outQ4 24Q1 25: 27 bought or addedQ1 25: 27 cut or sold outQ2 25: 30 bought or addedQ2 25: 21 cut or sold outQ2 25Q3 25: 45 bought or addedQ3 25: 14 cut or sold outQ4 25: 34 bought or addedQ4 25: 28 cut or sold outQ4 25
Numbers
QuarterBought or addedCut or sold out
Q1 2024234
Q2 20242111
Q3 20241919
Q4 20241823
Q1 20252727
Q2 20253021
Q3 20254514
Q4 20253428

Biggest buyers

SUMMIT WEALTH GROUP LLC / CO Added +1,916,324+1.9m
OSAIC HOLDINGS, INC. Added +428,161+428.2k
Yeomans Consulting Group, Inc. New +367,435+367.4k
FSA Advisors, Inc. New +114,800+114.8k
Global Retirement Partners, LLC New +66,800+66.8k
Ameritas Advisory Services, LLC New +44,963+45.0k
Diversified Enterprises, LLC Added +20,090+20.1k
S&T Bank/PA Added +14,825+14.8k
Meriwether Wealth & Planning, LLC Added +11,047+11.0k
Stark Wealth Management LLC Added +10,666+10.7k

Biggest sellers

SEI INVESTMENTS CO Reduced -11,514-11.5k
UBS Group AG Reduced -9,436-9.4k
SUSQUEHANNA INTERNATIONAL GROUP, LLP Sold out -6,524-6.5k
CAHILL FINANCIAL ADVISORS INC Reduced -6,171-6.2k
EXENCIAL WEALTH ADVISORS, LLC Reduced -6,082-6.1k
CALTON & ASSOCIATES, INC. Reduced -5,855-5.9k
MONECO ADVISORS, LLC Sold out -4,527-4.5k
TRUIST FINANCIAL CORP Reduced -3,420-3.4k
ENVESTNET ASSET MANAGEMENT INC Reduced -2,811-2.8k
Larson Financial Group LLC Sold out -2,248-2.2k

Holders, Q4 2025

#ManagerLocationShares Value% of their portfolioChangeShares change
1 SEI INVESTMENTS CO 0.60% of their portfolio OAKS, PA 13,140,13313.1m $606.2m $606.2m 0.60% Reduced -11.5k -11,514
2 SUMMIT WEALTH GROUP LLC / CO 11.73% of their portfolio COLORADO SPRINGS, CO 1,917,0461.9m $88.4m $88.4m 11.73% Added +1.9m +1,916,324
3 OSAIC HOLDINGS, INC. 0.03% of their portfolio SCOTTSDALE, AZ 465,700465.7k $21.5m $21.5m 0.03% Added +428.2k +428,161
4 Yeomans Consulting Group, Inc. 4.97% of their portfolio Marietta, GA 367,435367.4k $16.9m $16.9m 4.97% New
5 S&T Bank/PA 4.74% of their portfolio Indiana, PA 324,959325.0k $15.0m $15.0m 4.74% Added +14.8k +14,825
6 ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio Berwyn, PA 266,142266.1k $12.3m $12.3m 0.00% Reduced -2.8k -2,811
7 TRUIST FINANCIAL CORP 0.02% of their portfolio CHARLOTTE, NC 250,968251.0k $11.6m $11.6m 0.02% Reduced -3.4k -3,420
8 Beacon Pointe Advisors, LLC 0.08% of their portfolio NEWPORT BEACH, CA 243,919243.9k $11.3m $11.3m 0.08% Reduced -2.0k -2,039
9 FSA Advisors, Inc. 0.11% of their portfolio TROY, MI 114,800114.8k $161.6k $161.6k 0.11% New
10 K2 Financial Inc. 3.74% of their portfolio GLENDORA, CA 103,099103.1k $4.8m $4.8m 3.74% Reduced -1.3k -1,272
11 WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 0.01% of their portfolio PLYMOUTH, MN 95,54295.5k $4.5m $4.5m 0.01% Added +1.3k +1,294
12 Merit Financial Group, LLC 0.03% of their portfolio ALPHARETTA, GA 93,98394.0k $4.3m $4.3m 0.03% Added +1.6k +1,580
13 Global Retirement Partners, LLC 0.05% of their portfolio San Rafael, CA 66,80066.8k $3.1m $3.1m 0.05% New
14 Csenge Advisory Group 0.13% of their portfolio CLEARWATER, FL 62,16362.2k $2.9m $2.9m 0.13% Added +3.4k +3,354
15 Stark Wealth Management LLC 10.27% of their portfolio Bethlehem, PA 59,28659.3k $2.7m $2.7m 10.27% Added +10.7k +10,666
16 NewEdge Advisors, LLC 0.01% of their portfolio NEW ORLEANS, LA 50,68950.7k $2.3m $2.3m 0.01% Reduced -654 -654
17 Cambridge Investment Research Advisors, Inc. 0.01% of their portfolio FAIRFIELD, IA 49,49949.5k $2.3m $2.3m 0.01% Added +1.4k +1,373
18 CAHILL FINANCIAL ADVISORS INC 0.24% of their portfolio EDINA, MN 46,58646.6k $2.1m $2.1m 0.24% Reduced -6.2k -6,171
19 EXENCIAL WEALTH ADVISORS, LLC 0.07% of their portfolio OKLAHOMA CITY, OK 46,19046.2k $2.1m $2.1m 0.07% Reduced -6.1k -6,082
20 Ameritas Advisory Services, LLC 0.08% of their portfolio Lincoln, NE 44,96345.0k $2.1m $2.1m 0.08% New
21 Diversified Enterprises, LLC 0.12% of their portfolio Wilmington, DE 42,18842.2k $1.9m $1.9m 0.12% Added +20.1k +20,090
22 Meriwether Wealth & Planning, LLC 0.97% of their portfolio MINDEN, LA 37,19237.2k $1.7m $1.7m 0.97% Added +11.0k +11,047
23 United Advisor Group, LLC 0.22% of their portfolio CINCINNATI, OH 36,64936.6k $1.7m $1.7m 0.22% Added +2.9k +2,927
24 Apella Capital, LLC 0.03% of their portfolio WEST HARTFORD, CT 34,99735.0k $1.6m $1.6m 0.03% Added +5.8k +5,765
25 Perigon Wealth Management, LLC 0.03% of their portfolio SAN FRANCISCO, CA 32,17532.2k $1.5m $1.5m 0.03% Added +2.9k +2,917
26 PETRA FINANCIAL ADVISORS INC 0.86% of their portfolio COLORADO SRPINGS, CO 31,59931.6k $1.5m $1.5m 0.86% Added +889 +889
27 COMPASS CAPITAL CORP /MA/ /ADV 0.52% of their portfolio BRAINTREE, MA 28,23028.2k $1.4m $1.4m 0.52% Reduced -352 -352
28 Stewardship Advisors, LLC 0.22% of their portfolio MOUNT JOY, PA 20,95821.0k $966.8k $966.8k 0.22% Added +500 +500
29 Cetera Investment Advisers 0.00% of their portfolio SCHAUMBURG, IL 19,03719.0k $878.2k $878.2k 0.00% Added +8.4k +8,362
30 Lynx Investment Advisory 0.47% of their portfolio WASHINGTON, DC, DC 18,78818.8k $866.7k $866.7k 0.47% Added +1.7k +1,717
31 Cassady Wealth & Retirement Planning, LLC 0.56% of their portfolio HENDERSON, NV 18,78118.8k $866.4k $866.4k 0.56% First filing
32 CITADEL ADVISORS LLC 0.00% of their portfolio MIAMI, FL 17,51417.5k $807.9k $807.9k 0.00% Added +8.6k +8,591
33 LPL Financial LLC 0.00% of their portfolio FORT MILL, SC 17,40717.4k $803.0k $803.0k 0.00% Added +388 +388
34 Stratos Wealth Partners, LTD. 0.01% of their portfolio BEACHWOOD, OH 16,02816.0k $739.4k $739.4k 0.01% Reduced -1.6k -1,558
35 PRINCIPAL SECURITIES, INC. 0.01% of their portfolio DES MOINES, IA 14,71814.7k $678.9k $678.9k 0.01% Reduced -389 -389
36 Concurrent Investment Advisors, LLC 0.01% of their portfolio Tampa, FL 10,44210.4k $481.7k $481.7k 0.01% Reduced -446 -446
37 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 9,8859.9k $456.0k $456.0k 0.00% Reduced -387 -387
38 Investmark Advisory Group LLC 0.13% of their portfolio Shelton, CT 6,5126.5k $300.4k $300.4k 0.13% Added +143 +143
39 MORGAN STANLEY 0.00% of their portfolio NEW YORK, NY 6,3906.4k $294.8k $294.8k 0.00% Added +366 +366
40 OneAscent Financial Services LLC 0.03% of their portfolio BIRMINGHAM, AL 6,1526.2k $283.8k $283.8k 0.03% Reduced -158 -158
41 CALTON & ASSOCIATES, INC. 0.04% of their portfolio Tampa, FL 6,1016.1k $281.4k $281.4k 0.04% Reduced -5.9k -5,855
42 Accurate Wealth Management, LLC 0.03% of their portfolio WESLEY CHAPEL, FL 4,8724.9k $230.4k $230.4k 0.03% Reduced -1.5k -1,522
43 Independent Wealth Network Inc. 0.07% of their portfolio URBANDALE, IA 4,8574.9k $224.1k $224.1k 0.07% New
44 Valmark Advisers, Inc. 0.00% of their portfolio AKRON, OH 4,8214.8k $222.4k $222.4k 0.00% New
45 WPG Advisers, LLC 0.15% of their portfolio BALTIMORE, MD 4,3734.4k $201.7k $201.7k 0.15% Reduced -305 -305
46 PARK AVENUE SECURITIES LLC 0.00% of their portfolio NEW YORK, NY 4,3534.4k $201.0k $201.0k 0.00% New
47 SILVER OAK SECURITIES, INCORPORATED 0.01% of their portfolio JACKSON, TN 3,1893.2k $148.5k $148.5k 0.01% New
48 Silver Grove Financial Group, Inc. 0.09% of their portfolio ORCHARD PARK, NY 2,3412.3k $108.0k $108.0k 0.09% New
49 AdvisorNet Financial, Inc 0.00% of their portfolio MINNETONKA, MN 1,5771.6k $72.7k $72.7k 0.00% Unchanged
50 ASSETMARK, INC 0.00% of their portfolio CONCORD, CA 1,5071.5k $69.5k $69.5k 0.00% Unchanged
51 Kestra Advisory Services, LLC 0.00% of their portfolio AUSTIN, TX 1,0811.1k $49.9k $49.9k 0.00% New
52 Morton Brown Family Wealth, LLC 0.01% of their portfolio ALLENTOWN, PA 963963 $44.4k $44.4k 0.01% New
53 Cape Investment Advisory, Inc. 0.01% of their portfolio MCDONOUGH, GA 489489 $22.6k $22.6k 0.01% Unchanged
54 Whipplewood Advisors, LLC 0.01% of their portfolio LITTLETON, CO 468468 $21.6k $21.6k 0.01% Added +57 +57
55 CWM, LLC 0.00% of their portfolio OMAHA, NE 445445 $21.0k $21.0k 0.00% Reduced -164 -164
56 UBS Group AG 0.00% of their portfolio ZURICH, V8 235235 $10.8k $10.8k 0.00% Reduced -9.4k -9,436
57 IFP Advisors, Inc 0.00% of their portfolio TAMPA, FL 233233 $10.7k $10.7k 0.00% Unchanged
58 Turning Point Benefit Group, Inc. 0.00% of their portfolio FREDERICK, MD 104104 $4.8k $4.8k 0.00% Reduced -1.8k -1,811
59 JPMORGAN CHASE & CO 0.00% of their portfolio NEW YORK, NY 8080 $3.7k $3.7k 0.00% New
60 CoreCap Advisors, LLC 0.00% of their portfolio SOUTHFIELD, MI 7979 $3.6k $3.6k 0.00% Unchanged
61 MAI Capital Management 0.00% of their portfolio INDEPENDENCE, OH 1515 $692 $692 0.00% Unchanged