Vault-13

SEI EXCHANGE TRADED FUNDS SEIM

ENHANCED US LRG · ETP · CUSIP 81589A205

72 institutional holders +15 vs Q1 2026
18,330,00418.3m shares reported held*
$1.0bnreported value*
19 new 15 added 31 reduced 4 sold out net sold ≈ $16.2m (-284.7k 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 ($1.5m this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $56.13.

Trends to Q2 2026

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: 61Q1 26: 57Q2 26: 7272Q3 22Q3 23Q3 24Q3 25Q2 26
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
Q1 202657
Q2 202672

Buyers vs sellers

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

Bought or addedCut or sold out
50050Q3 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 25Q1 26: 33 bought or addedQ1 26: 27 cut or sold outQ2 26: 34 bought or addedQ2 26: 35 cut or sold outQ2 26
Numbers
QuarterBought or addedCut or sold out
Q3 20241919
Q4 20241823
Q1 20252727
Q2 20253021
Q3 20254514
Q4 20253428
Q1 20263327
Q2 20263435

Biggest buyers

SUMMIT WEALTH GROUP LLC / CO Added +242,338+242.3k
Merit Financial Group, LLC Added +77,430+77.4k
Savant Capital, LLC New +40,371+40.4k
PETRA FINANCIAL ADVISORS INC New +38,729+38.7k
S&T Bank/PA Added +34,174+34.2k
Perigon Wealth Management, LLC Added +16,234+16.2k
Meriwether Wealth & Planning, LLC Added +7,495+7.5k
Lifeworks Advisors, LLC New +5,492+5.5k
COMPASS CAPITAL CORP /MA/ /ADV Added +4,410+4.4k
Foundry Financial Group, Inc. New +4,285+4.3k

Biggest sellers

SEI INVESTMENTS CO Reduced -629,335-629.3k
Ameritas Advisory Services, LLC Reduced -44,846-44.8k
OSAIC HOLDINGS, INC. Reduced -19,213-19.2k
Beacon Pointe Advisors, LLC Reduced -16,610-16.6k
SUSQUEHANNA INTERNATIONAL GROUP, LLP Reduced -15,944-15.9k
Apella Capital, LLC Reduced -6,251-6.3k
K2 Financial Inc. Reduced -6,070-6.1k
Cetera Investment Advisers Reduced -5,490-5.5k
JANE STREET GROUP, LLC Sold out -5,466-5.5k
Accurate Wealth Management, LLC Sold out -4,915-4.9k

Holders, Q2 2026

#ManagerLocationShares Value% of their portfolioChangeShares change
1 SEI INVESTMENTS CO 0.64% of their portfolio OAKS, PA 12,840,41612.8m $721.0m $721.0m 0.64% Reduced -629.3k -629,335
2 SUMMIT WEALTH GROUP LLC / CO 12.33% of their portfolio COLORADO SPRINGS, CO 2,653,2332.7m $149.0m $149.0m 12.33% Added +242.3k +242,338
3 Merit Financial Group, LLC 0.23% of their portfolio ALPHARETTA, GA 652,788652.8k $36.7m $36.7m 0.23% Added +77.4k +77,430
4 S&T Bank/PA 6.75% of their portfolio Indiana, PA 400,776400.8k $22.5m $22.5m 6.75% Added +34.2k +34,174
5 ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio Berwyn, PA 263,267263.3k $14.8m $14.8m 0.00% Reduced -3.5k -3,487
6 TRUIST FINANCIAL CORP 0.02% of their portfolio CHARLOTTE, NC 247,867247.9k $13.9m $13.9m 0.02% Reduced -4.5k -4,504
7 Beacon Pointe Advisors, LLC 0.06% of their portfolio NEWPORT BEACH, CA 227,454227.5k $12.8m $12.8m 0.06% Reduced -16.6k -16,610
8 K2 Financial Inc. 3.80% of their portfolio GLENDORA, CA 98,88298.9k $5.4m $5.4m 3.80% Reduced -6.1k -6,070
9 WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 0.01% of their portfolio PLYMOUTH, MN 83,33383.3k $4.6m $4.6m 0.01% Reduced -1.2k -1,204
10 Global Retirement Partners, LLC 0.06% of their portfolio San Rafael, CA 64,65964.7k $3.6m $3.6m 0.06% First filing
11 Cambridge Investment Research Advisors, Inc. 0.00% of their portfolio FAIRFIELD, IA 59,58859.6k $3.3m $3.3m 0.00% Added +1.5k +1,467
12 Meriwether Wealth & Planning, LLC 1.54% of their portfolio MINDEN, LA 55,15355.2k $3.1m $3.1m 1.54% Added +7.5k +7,495
13 Csenge Advisory Group 0.12% of their portfolio CLEARWATER, FL 54,63154.6k $3.1m $3.1m 0.12% Reduced -4.6k -4,623
14 Perigon Wealth Management, LLC 0.04% of their portfolio SAN FRANCISCO, CA 49,91649.9k $2.8m $2.8m 0.04% Added +16.2k +16,234
15 NewEdge Advisors, LLC 0.01% of their portfolio NEW ORLEANS, LA 47,70947.7k $2.7m $2.7m 0.01% Reduced -4.2k -4,191
16 Diversified Enterprises, LLC 0.11% of their portfolio Wilmington, DE 41,41341.4k $2.3m $2.3m 0.11% Reduced -88 -88
17 Savant Capital, LLC 0.01% of their portfolio ROCKFORD, IL 40,37140.4k $2.2m $2.2m 0.01% New
18 PETRA FINANCIAL ADVISORS INC 1.01% of their portfolio COLORADO SRPINGS, CO 38,72938.7k $2.2m $2.2m 1.01% New
19 COMPASS CAPITAL CORP /MA/ /ADV 0.70% of their portfolio BRAINTREE, MA 38,57938.6k $2.1m $2.1m 0.70% Added +4.4k +4,410
20 United Advisor Group, LLC 0.22% of their portfolio CINCINNATI, OH 36,09336.1k $2.0m $2.0m 0.22% Reduced -2.3k -2,272
21 CAHILL FINANCIAL ADVISORS INC 0.17% of their portfolio EDINA, MN 32,37132.4k $1.8m $1.8m 0.17% Reduced -3.2k -3,248
22 Apella Capital, LLC 0.02% of their portfolio WEST HARTFORD, CT 27,81327.8k $1.5m $1.5m 0.02% Reduced -6.3k -6,251
23 Independent Wealth Network Inc. 0.32% of their portfolio URBANDALE, IA 22,47422.5k $1.3m $1.3m 0.32% Added +2.2k +2,248
24 LPL Financial LLC 0.00% of their portfolio FORT MILL, SC 21,26921.3k $1.2m $1.2m 0.00% Reduced -776 -776
25 Stewardship Advisors, LLC 0.24% of their portfolio MOUNT JOY, PA 20,91520.9k $1.2m $1.2m 0.24% Reduced -1.1k -1,071
26 Lynx Investment Advisory 0.32% of their portfolio WASHINGTON, DC, DC 17,66517.7k $991.9k $991.9k 0.32% Reduced -993 -993
27 Cassady Wealth & Retirement Planning, LLC 0.45% of their portfolio HENDERSON, NV 17,16617.2k $963.9k $963.9k 0.45% Reduced -1.0k -1,029
28 OSAIC HOLDINGS, INC. 0.00% of their portfolio SCOTTSDALE, AZ 15,56415.6k $874.0k $874.0k 0.00% Reduced -19.2k -19,213
29 CITADEL ADVISORS LLC 0.00% of their portfolio MIAMI, FL 15,24115.2k $855.8k $855.8k 0.00% Reduced -1.6k -1,602
30 PRINCIPAL SECURITIES, INC. 0.01% of their portfolio DES MOINES, IA 15,18715.2k $852.8k $852.8k 0.01% Added +536 +536
31 Cetera Investment Advisers 0.00% of their portfolio SCHAUMBURG, IL 14,75314.8k $828.4k $828.4k 0.00% Reduced -5.5k -5,490
32 Stratos Wealth Partners, LTD. 0.01% of their portfolio BEACHWOOD, OH 13,72513.7k $770.7k $770.7k 0.01% Added +977 +977
33 Concurrent Investment Advisors, LLC 0.00% of their portfolio Tampa, FL 9,7019.7k $544.7k $544.7k 0.00% Reduced -671 -671
34 Accelerate Investment Advisors LLC 0.25% of their portfolio ALISO VIEJO, CA 7,8167.8k $438.9k $438.9k 0.25% Reduced -36 -36
35 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 7,7527.8k $435.0k $435.0k 0.00% Reduced -2.7k -2,670
36 LexAurum Advisors, LLC 0.05% of their portfolio OVERLAND PARK, KS 7,5397.5k $423.3k $423.3k 0.05% Reduced -636 -636
37 Investmark Advisory Group LLC 0.15% of their portfolio Shelton, CT 7,1907.2k $403.7k $403.7k 0.15% Added +648 +648
38 MORGAN STANLEY 0.00% of their portfolio NEW YORK, NY 6,0256.0k $338.3k $338.3k 0.00% Unchanged
39 OneAscent Financial Services LLC 0.02% of their portfolio BIRMINGHAM, AL 5,9976.0k $336.7k $336.7k 0.02% Reduced -149 -149
40 UBS Group AG 0.00% of their portfolio ZURICH, V8 5,6845.7k $319.2k $319.2k 0.00% Added +91 +91
41 Lifeworks Advisors, LLC 0.03% of their portfolio GRAND RAPIDS, MI 5,4925.5k $308.4k $308.4k 0.03% New
42 Valmark Advisers, Inc. 0.00% of their portfolio AKRON, OH 4,8804.9k $274.0k $274.0k 0.00% Unchanged
43 SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.00% of their portfolio BALA CYNWYD, PA 4,4754.5k $251.3k $251.3k 0.00% Reduced -15.9k -15,944
44 Foundry Financial Group, Inc. 0.10% of their portfolio LACONIA, NH 4,2854.3k $240.6k $240.6k 0.10% New
45 Summit Financial, LLC 0.00% of their portfolio PARSIPPANY, NJ 3,9353.9k $220.9k $220.9k 0.00% New
46 Advisory Services Network, LLC 0.00% of their portfolio ATLANTA, GA 3,9283.9k $220.6k $220.6k 0.00% Added +347 +347
47 PARK AVENUE SECURITIES LLC 0.00% of their portfolio NEW YORK, NY 3,9263.9k $220.0k $220.0k 0.00% New
48 Rossby Financial, LCC 0.04% of their portfolio MELBOURNE, FL 3,8643.9k $217.0k $217.0k 0.04% Added +263 +263
49 CALTON & ASSOCIATES, INC. 0.03% of their portfolio Tampa, FL 3,7543.8k $210.8k $210.8k 0.03% New
50 Meridian Wealth Management, LLC 0.01% of their portfolio LEXINGTON, KY 3,7013.7k $207.8k $207.8k 0.01% New
51 MERCER GLOBAL ADVISORS INC /ADV 0.00% of their portfolio DENVER, CO 3,6333.6k $204.0k $204.0k 0.00% New
52 WPG Advisers, LLC 0.12% of their portfolio BALTIMORE, MD 3,5603.6k $199.9k $199.9k 0.12% Reduced -278 -278
53 AdvisorNet Financial, Inc 0.01% of their portfolio MINNETONKA, MN 2,7502.8k $154.4k $154.4k 0.01% Added +1.2k +1,173
54 HARBOUR INVESTMENTS, INC. 0.00% of their portfolio MADISON, WI 2,6772.7k $150.3k $150.3k 0.00% Reduced -201 -201
55 Continuum Advisory, LLC 0.01% of their portfolio EAGLE, ID 2,3422.3k $131.5k $131.5k 0.01% New
56 NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 0.00% of their portfolio MILWAUKEE, WI 2,1732.2k $122.0k $122.0k 0.00% New
57 Silver Grove Financial Group, Inc. 0.06% of their portfolio ORCHARD PARK, NY 2,1382.1k $120.0k $120.0k 0.06% Reduced -193 -193
58 ASSETMARK, INC 0.00% of their portfolio CONCORD, CA 1,4611.5k $82.0k $82.0k 0.00% Reduced -26 -26
59 Whipplewood Advisors, LLC 0.05% of their portfolio LITTLETON, CO 1,4341.4k $80.5k $80.5k 0.05% Reduced -1.6k -1,636
60 Synergy Investment Management, LLC 0.02% of their portfolio ALTAMONTE SPRINGS, FL 1,3931.4k $71.1k $71.1k 0.02% New
61 WELLS FARGO & COMPANY/MN 0.00% of their portfolio SAN FRANCISCO, CA 1,3301.3k $74.7k $74.7k 0.00% New
62 VANGUARD ADVISERS INC 0.00% of their portfolio Malvern, PA 1,1181.1k $62.8k $62.8k 0.00% New
63 TOP Private Wealth LLC. 0.03% of their portfolio GLASTONBURY, CT 541541 $30.4k $30.4k 0.03% First filing
64 Cape Investment Advisory, Inc. 0.01% of their portfolio MCDONOUGH, GA 429429 $24.1k $24.1k 0.01% New
65 Blue Trust, Inc. 0.00% of their portfolio BRENTWOOD, TN 342342 $19.2k $19.2k 0.00% New
66 IFP Advisors, Inc 0.00% of their portfolio TAMPA, FL 265265 $14.9k $14.9k 0.00% Unchanged
67 JONES FINANCIAL COMPANIES LLLP 0.00% of their portfolio DES PERES, MO 230230 $12.5k $12.5k 0.00% New
68 AMERIFLEX GROUP, INC. 0.00% of their portfolio LAS VEGAS, NV 213213 $12.0k $12.0k 0.00% New
69 Ameritas Advisory Services, LLC 0.00% of their portfolio Lincoln, NE 205205 $11.5k $11.5k 0.00% Reduced -44.8k -44,846
70 JPMORGAN CHASE & CO 0.00% of their portfolio NEW YORK, NY 8080 $4.4k $4.4k 0.00% Unchanged
71 CoreCap Advisors, LLC 0.00% of their portfolio SOUTHFIELD, MI 4949 $2.8k $2.8k 0.00% Unchanged
72 HORIZON FINANCIAL SERVICES, LLC 0.00% of their portfolio WINSTON SALEM, NC 3737 $2.1k $2.1k 0.00% New