SEIS

SEI Select Small Cap ETF

25 hedge funds and large institutions have $22.1M invested in SEI Select Small Cap ETF in 2025 Q2 according to their latest regulatory filings, with 6 funds opening new positions, 9 increasing their positions, 8 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
25
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Wealth Enhancement Advisory Services
1
Wealth Enhancement Advisory Services
Minnesota
$3.62M
STB
2
S&T Bank
Pennsylvania
$3.42M
SWGC
3
Summit Wealth Group (Colorado)
Colorado
$2.71M
AR
4
Apeiron RIA
Texas
$2.54M
CCC
5
Compass Capital Corp
Massachusetts
$2.02M
Osaic Holdings
6
Osaic Holdings
Arizona
$1.78M
PWM
7
Perigon Wealth Management
California
$911K
OFS
8
OneAscent Financial Services
Alabama
$742K
GWM
9
Geneos Wealth Management
Colorado
$627K
LIA
10
Lynx Investment Advisory
District of Columbia
$525K
BI
11
Binnacle Investments
Iowa
$428K
Royal Bank of Canada
12
Royal Bank of Canada
Ontario, Canada
$426K
LA
13
LexAurum Advisors
Kansas
$423K
SWM
14
Stark Wealth Management
Pennsylvania
$382K
DE
15
Diversified Enterprises
Delaware
$374K
PFA
16
Petra Financial Advisors
Colorado
$363K
CCA
17
Cora Capital Advisors
New Jersey
$270K
HIS
18
Harvest Investment Services
Illinois
$222K
MFG
19
Merit Financial Group
Georgia
$214K
UBS Group
20
UBS Group
Switzerland
$95.3K
NA
21
NewEdge Advisors
Louisiana
$20.1K
RFG
22
REAP Financial Group
Texas
$7.95K
Carson Wealth (CWM LLC)
23
Carson Wealth (CWM LLC)
Nebraska
$4K
WA
24
Whipplewood Advisors
Colorado
$3.51K
AssetMark Inc
25
AssetMark Inc
California
$2.25K