SEIS

SEI Select Small Cap ETF

30 hedge funds and large institutions have $73.1M invested in SEI Select Small Cap ETF in 2026 Q1 according to their latest regulatory filings, with 5 funds opening new positions, 9 increasing their positions, 13 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

less funds holding

Funds holding:

less ownership

Funds ownership:

less capital invested

Capital invested by funds: $ → $

25% less funds holding in top 10

Funds holding in top 10: 43 (-1)

31% less repeat investments, than reductions

Existing positions increased: 9 | Existing positions reduced: 13

Holders
30
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
3
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
SWGC
1
Summit Wealth Group (Colorado)
Colorado
$46.5M
STB
2
S&T Bank
Pennsylvania
$8.57M
SEI Investments
3
SEI Investments
Pennsylvania
$3.39M
Osaic Holdings
4
Osaic Holdings
Arizona
$3.26M
CCC
5
Compass Capital Corp
Massachusetts
$2.5M
AC
6
Apella Capital
Connecticut
$1.88M
PWM
7
Perigon Wealth Management
California
$1.02M
MFG
8
Merit Financial Group
Georgia
$835K
Wealth Enhancement Advisory Services
9
Wealth Enhancement Advisory Services
Minnesota
$671K
LIA
10
Lynx Investment Advisory
District of Columbia
$632K
OFS
11
OneAscent Financial Services
Alabama
$542K
Citadel Advisors
12
Citadel Advisors
Florida
$518K
DE
13
Diversified Enterprises
Delaware
$512K
LA
14
LexAurum Advisors
Kansas
$416K
CCA
15
Cora Capital Advisors
New Jersey
$342K
AAS
16
Ameritas Advisory Services
Nebraska
$295K
PFGIA
17
Patriot Financial Group Insurance Agency
Massachusetts
$277K
SA
18
Stewardship Advisors
Pennsylvania
$266K
UAG
19
United Advisor Group
Ohio
$261K
ASN
20
Advisory Services Network
Georgia
$140K
RJA
21
Ross\Johnson & Associates
Minnesota
$102K
PWPS
22
Pinnacle Wealth Planning Services
Ohio
$92.1K
RF
23
Rossby Financial
Florida
$30.2K
Royal Bank of Canada
24
Royal Bank of Canada
Ontario, Canada
$29K
NA
25
NewEdge Advisors
Louisiana
$16.3K