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
+1
Holders Change %
+4.17%
% of All Funds
0.34%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
6
Increased
9
Reduced
8
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
Wealth Enhancement Advisory Services
1
Wealth Enhancement Advisory Services
Minnesota
$3.62M -$103K -3,897 -3%
STB
2
S&T Bank
Pennsylvania
$3.42M +$3.26M +127,091 +2,014%
SWGC
3
Summit Wealth Group (Colorado)
Colorado
$2.71M +$2.71M +105,565 New
AR
4
Apeiron RIA
Texas
$2.54M -$190K -7,412 -7%
CCC
5
Compass Capital Corp
Massachusetts
$2.02M +$38.1K +1,469 +2%
Osaic Holdings
6
Osaic Holdings
Arizona
$1.78M -$5.18M -202,008 -74%
PWM
7
Perigon Wealth Management
California
$911K +$5.28K +206 +0.6%
OFS
8
OneAscent Financial Services
Alabama
$742K +$742K +28,962 New
GWM
9
Geneos Wealth Management
Colorado
$627K -$668K -26,074 -52%
LIA
10
Lynx Investment Advisory
District of Columbia
$525K +$34.6K +1,351 +7%
BI
11
Binnacle Investments
Iowa
$428K +$29.6K +1,155 +7%
Royal Bank of Canada
12
Royal Bank of Canada
Ontario, Canada
$426K +$333K +12,999 +358%
LA
13
LexAurum Advisors
Kansas
$423K -$125K -4,862 -23%
SWM
14
Stark Wealth Management
Pennsylvania
$382K +$382K +14,890 New
DE
15
Diversified Enterprises
Delaware
$374K +$3.08K +120 +0.8%
PFA
16
Petra Financial Advisors
Colorado
$363K +$14.7K +573 +4%
CCA
17
Cora Capital Advisors
New Jersey
$270K -$589 -23 -0.2%
HIS
18
Harvest Investment Services
Illinois
$222K +$222K +8,667 New
MFG
19
Merit Financial Group
Georgia
$214K -$172K -6,701 -45%
UBS Group
20
UBS Group
Switzerland
$95.3K +$30.5K +1,190 +47%
NA
21
NewEdge Advisors
Louisiana
$20.1K
RFG
22
REAP Financial Group
Texas
$7.95K +$7.95K +310 New
Carson Wealth (CWM LLC)
23
Carson Wealth (CWM LLC)
Nebraska
$4K
WA
24
Whipplewood Advisors
Colorado
$3.51K -$7.51K -293 -68%
AssetMark Inc
25
AssetMark Inc
California
$2.26K +$2.26K +88 New