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
Holders
29
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
2
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
STB
1
S&T Bank
Pennsylvania
$7.53M
Wealth Enhancement Advisory Services
2
Wealth Enhancement Advisory Services
Minnesota
$3.63M
Osaic Holdings
3
Osaic Holdings
Arizona
$2.6M
AR
4
Apeiron RIA
Texas
$2.44M
CCC
5
Compass Capital Corp
Massachusetts
$2.13M
AC
6
Apella Capital
Connecticut
$1.67M
BWA
7
BlueChip Wealth Advisors
Georgia
$1.62M
PWM
8
Perigon Wealth Management
California
$1M
SWM
9
Stark Wealth Management
Pennsylvania
$746K
LIA
10
Lynx Investment Advisory
District of Columbia
$595K
OFS
11
OneAscent Financial Services
Alabama
$529K
LA
12
LexAurum Advisors
Kansas
$448K
BI
13
Binnacle Investments
Iowa
$410K
DE
14
Diversified Enterprises
Delaware
$409K
PFA
15
Petra Financial Advisors
Colorado
$405K
MFG
16
Merit Financial Group
Georgia
$352K
CCA
17
Cora Capital Advisors
New Jersey
$294K
SA
18
Stewardship Advisors
Pennsylvania
$232K
Royal Bank of Canada
19
Royal Bank of Canada
Ontario, Canada
$209K
RJA
20
Ross\Johnson & Associates
Minnesota
$104K
Carson Wealth (CWM LLC)
21
Carson Wealth (CWM LLC)
Nebraska
$61K
UBS Group
22
UBS Group
Switzerland
$46.6K
TPBG
23
Turning Point Benefit Group
Maryland
$44.2K
NA
24
NewEdge Advisors
Louisiana
$21.9K
WA
25
Whipplewood Advisors
Colorado
$7.71K