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SEIS

SEI Select Small Cap ETF

29 hedge funds and large institutions have $27.6M invested in SEI Select Small Cap ETF in 2025 Q3 according to their latest regulatory filings, with 8 funds opening new positions, 11 increasing their positions, 8 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 4

38% more repeat investments, than reductions

Existing positions increased: 11 | Existing positions reduced: 8

25% more capital invested

Capital invested by funds: $22.1M → $27.6M (+$5.46M)

16% more funds holding

Funds holding: 2529 (+4)

0.01% less ownership

Funds ownership: 8.29%8.28% (-0.01%)

Holders
29
Holders Change
+4
Holders Change %
+16%
% of All Funds
0.38%
Holding in Top 10
2
Holding in Top 10 Change
+2
Holding in Top 10 Change %
% of All Funds
0.03%
New
8
Increased
11
Reduced
8
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
STB
1
S&T Bank
Pennsylvania
$7.53M +$3.66M +136,167 +102%
Wealth Enhancement Advisory Services
2
Wealth Enhancement Advisory Services
Minnesota
$3.63M -$151K -5,609 -4%
Osaic Holdings
3
Osaic Holdings
Arizona
$2.6M +$650K +24,204 +35%
AR
4
Apeiron RIA
Texas
$2.44M -$317K -11,783 -12%
CCC
5
Compass Capital Corp
Massachusetts
$2.13M
AC
6
Apella Capital
Connecticut
$1.67M +$1.64M +60,958 New
BWA
7
BlueChip Wealth Advisors
Georgia
$1.62M +$1.56M +58,094 New
PWM
8
Perigon Wealth Management
California
$1M +$10.3K +383 +1%
SWM
9
Stark Wealth Management
Pennsylvania
$746K +$317K +11,790 +79%
LIA
10
Lynx Investment Advisory
District of Columbia
$595K +$22K +817 +4%
OFS
11
OneAscent Financial Services
Alabama
$529K -$270K -10,049 -35%
LA
12
LexAurum Advisors
Kansas
$448K -$13.1K -486 -3%
BI
13
Binnacle Investments
Iowa
$410K -$54.2K -2,016 -12%
DE
14
Diversified Enterprises
Delaware
$409K +$1.1K +41 +0.3%
PFA
15
Petra Financial Advisors
Colorado
$405K +$7.98K +297 +2%
MFG
16
Merit Financial Group
Georgia
$352K +$115K +4,274 +51%
CCA
17
Cora Capital Advisors
New Jersey
$294K -$134 -5 -0%
SA
18
Stewardship Advisors
Pennsylvania
$232K +$223K +8,308 New
Royal Bank of Canada
19
Royal Bank of Canada
Ontario, Canada
$209K -$246K -9,167 -55%
RJA
20
Ross\Johnson & Associates
Minnesota
$104K +$99.6K +3,708 New
Carson Wealth (CWM LLC)
21
Carson Wealth (CWM LLC)
Nebraska
$61K +$54.5K +2,027 +1,360%
UBS Group
22
UBS Group
Switzerland
$46.6K -$55.1K -2,051 -55%
TPBG
23
Turning Point Benefit Group
Maryland
$44.2K +$42.5K +1,583 New
NA
24
NewEdge Advisors
Louisiana
$21.9K
WA
25
Whipplewood Advisors
Colorado
$7.71K +$3.73K +139 +101%

SEIS Hedge Fund Activity: Q3 2025 in Review

29 of the 7,621 institutional investors tracked by Wall St. Rank reported a position in SEI Select Small Cap ETF (SEIS) for Q3 2025, worth a combined $27.6M — up 25% from $22.1M a quarter earlier.

Buyers outnumbered sellers: 8 funds opened new SEIS positions and 4 closed out — a net gain of 4 holders — while 11 added to existing stakes and 8 trimmed.

The largest buyer was S&T Bank, adding an estimated $3.66M. The largest seller was Summit Wealth Group (Colorado), exiting entirely with an estimated $2.71M sold.

  • 29 institutional investors held SEI Select Small Cap ETF (SEIS) as of Q3 2025, up from 25 in Q2 2025.
  • Funds reported $27.6M of SEI Select Small Cap ETF stock for Q3 2025, up 25% quarter-over-quarter.
  • 8 funds opened new SEI Select Small Cap ETF positions in Q3 2025 and 4 closed out, a net change of +4 holders.
  • The largest SEI Select Small Cap ETF buyer in Q3 2025 was S&T Bank, an estimated $3.66M added.
  • The largest SEI Select Small Cap ETF seller in Q3 2025 was Summit Wealth Group (Colorado), an estimated $2.71M sold.

Based on aggregated 13F filings for Q3 2025.