SEIS

SEI Select Small Cap ETF

24 hedge funds and large institutions have $19.9M invested in SEI Select Small Cap ETF in 2025 Q1 according to their latest regulatory filings, with 7 funds opening new positions, 9 increasing their positions, 7 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
24
Holders Change
+4
Holders Change %
+20%
% of All Funds
0.33%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
7
Increased
9
Reduced
7
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
Osaic Holdings
1
Osaic Holdings
Arizona
$6.45M -$14.8M -620,761 -70%
Wealth Enhancement Advisory Services
2
Wealth Enhancement Advisory Services
Minnesota
$3.35M -$756K -31,808 -18%
AR
3
Apeiron RIA
Texas
$2.54M +$2.54M +106,683 New
CCC
4
Compass Capital Corp
Massachusetts
$1.64M -$116K -5,400 -7%
GWM
5
Geneos Wealth Management
Colorado
$1.2M +$675K +28,366 +128%
PWM
6
Perigon Wealth Management
California
$841K -$189K -7,934 -18%
PFGIA
7
Patriot Financial Group Insurance Agency
Massachusetts
$512K -$7.71K -324 -1%
LA
8
LexAurum Advisors
Kansas
$508K +$5.52K +232 +1%
LIA
9
Lynx Investment Advisory
District of Columbia
$455K +$40K +1,682 +10%
BI
10
Binnacle Investments
Iowa
$370K +$370K +15,549 New
MFG
11
Merit Financial Group
Georgia
$358K +$358K +15,035 New
DE
12
Diversified Enterprises
Delaware
$344K -$57.2K -2,405 -14%
PFA
13
Petra Financial Advisors
Colorado
$324K +$63.3K +2,662 +24%
WAP
14
Wealthcare Advisory Partners
Pennsylvania
$303K +$303K +12,744 New
CCA
15
Cora Capital Advisors
New Jersey
$251K +$190 +8 +0.1%
STB
16
S&T Bank
Pennsylvania
$150K +$150K +6,311 New
Royal Bank of Canada
17
Royal Bank of Canada
Ontario, Canada
$86K +$14.4K +608 +20%
UBS Group
18
UBS Group
Switzerland
$60.1K +$2K +84 +3%
RJA
19
Ross\Johnson & Associates
Minnesota
$42.4K +$38.3K +1,611 +937%
JPMorgan Chase & Co
20
JPMorgan Chase & Co
New York
$34.4K +$333 +14 +1%
CTC
21
Central Trust Company
Missouri
$29.7K +$29.7K +1,247 New
NA
22
NewEdge Advisors
Louisiana
$18.6K -$40.3K -1,696 -68%
Carson Wealth (CWM LLC)
23
Carson Wealth (CWM LLC)
Nebraska
$4K
WA
24
Whipplewood Advisors
Colorado
$3.26K +$3.26K +430 New
Jane Street
25
Jane Street
New York
-$768K -30,005 Closed