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SEIS

SEI Select Small Cap ETF

32 hedge funds and large institutions have $93.5M invested in SEI Select Small Cap ETF in 2025 Q4 according to their latest regulatory filings, with 8 funds opening new positions, 15 increasing their positions, 7 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

239% more capital invested

Capital invested by funds: $27.6M → $93.5M (+$65.9M)

167% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 3

114% more repeat investments, than reductions

Existing positions increased: 15 | Existing positions reduced: 7

100% more funds holding in top 10

Funds holding in top 10: 24 (+2)

16.17% more ownership

Funds ownership: 8.28%24.45% (+16%)

10% more funds holding

Funds holding: 2932 (+3)

Holders
32
Holders Change
+3
Holders Change %
+10.34%
% of All Funds
0.39%
Holding in Top 10
4
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+100%
% of All Funds
0.05%
New
8
Increased
15
Reduced
7
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SWGC
1
Summit Wealth Group (Colorado)
Colorado
$37.1M +$36.8M +1,327,339 New
Osaic Holdings
2
Osaic Holdings
Arizona
$31.8M +$29M +1,046,197 +1,124%
STB
3
S&T Bank
Pennsylvania
$7.8M +$270K +9,745 +4%
Wealth Enhancement Advisory Services
4
Wealth Enhancement Advisory Services
Minnesota
$3.79M -$19.9K -718 -0.5%
CCC
5
Compass Capital Corp
Massachusetts
$2.29M -$20.3K -730 -0.9%
AC
6
Apella Capital
Connecticut
$1.76M +$57.3K +2,063 +3%
BWA
7
BlueChip Wealth Advisors
Georgia
$1.63M +$8.94K +322 +0.6%
PWM
8
Perigon Wealth Management
California
$1.04M +$34K +1,224 +3%
SWM
9
Stark Wealth Management
Pennsylvania
$957K +$210K +7,555 +28%
LIA
10
Lynx Investment Advisory
District of Columbia
$626K +$30.9K +1,114 +5%
MFG
11
Merit Financial Group
Georgia
$561K +$207K +7,459 +59%
OFS
12
OneAscent Financial Services
Alabama
$553K +$24.6K +887 +5%
GRP
13
Global Retirement Partners
California
$541K +$538K +19,376 New
DE
14
Diversified Enterprises
Delaware
$525K +$115K +4,159 +28%
PFA
15
Petra Financial Advisors
Colorado
$412K +$7.74K +279 +2%
CCA
16
Cora Capital Advisors
New Jersey
$346K +$51.5K +1,856 +18%
Susquehanna International Group
17
Susquehanna International Group
Pennsylvania
$330K +$328K +11,806 New
AAS
18
Ameritas Advisory Services
Nebraska
$300K +$298K +10,730 New
SA
19
Stewardship Advisors
Pennsylvania
$257K +$24.8K +895 +11%
UAG
20
United Advisor Group
Ohio
$239K +$237K +8,551 New
Citadel Advisors
21
Citadel Advisors
Florida
$206K +$205K +7,380 New
RJA
22
Ross\Johnson & Associates
Minnesota
$104K
PWPS
23
Pinnacle Wealth Planning Services
Ohio
$103K +$102K +3,675 New
Royal Bank of Canada
24
Royal Bank of Canada
Ontario, Canada
$80K -$128K -4,594 -62%
Morgan Stanley
25
Morgan Stanley
New York
$64.9K +$57.3K +2,064 +797%

SEIS Hedge Fund Activity: Q4 2025 in Review

32 of the 8,223 institutional investors tracked by Wall St. Rank reported a position in SEI Select Small Cap ETF (SEIS) for Q4 2025, worth a combined $93.5M — up 239% from $27.6M a quarter earlier.

Buyers outnumbered sellers: 8 funds opened new SEIS positions and 3 closed out — a net gain of 5 holders — while 15 added to existing stakes and 7 trimmed.

The largest buyer was Summit Wealth Group (Colorado), opening a new position worth an estimated $36.8M. The largest seller was Apeiron RIA, exiting entirely with an estimated $2.44M sold.

  • 32 institutional investors held SEI Select Small Cap ETF (SEIS) as of Q4 2025, up from 29 in Q3 2025.
  • Funds reported $93.5M of SEI Select Small Cap ETF stock for Q4 2025, up 239% quarter-over-quarter.
  • 8 funds opened new SEI Select Small Cap ETF positions in Q4 2025 and 3 closed out, a net change of +5 holders.
  • The largest SEI Select Small Cap ETF buyer in Q4 2025 was Summit Wealth Group (Colorado), an estimated $36.8M added.
  • The largest SEI Select Small Cap ETF seller in Q4 2025 was Apeiron RIA, an estimated $2.44M sold.

Based on aggregated 13F filings for Q4 2025.