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
Holders
32
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
4
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
SWGC
1
Summit Wealth Group (Colorado)
Colorado
$37.1M
Osaic Holdings
2
Osaic Holdings
Arizona
$31.8M
STB
3
S&T Bank
Pennsylvania
$7.8M
Wealth Enhancement Advisory Services
4
Wealth Enhancement Advisory Services
Minnesota
$3.79M
CCC
5
Compass Capital Corp
Massachusetts
$2.29M
AC
6
Apella Capital
Connecticut
$1.76M
BWA
7
BlueChip Wealth Advisors
Georgia
$1.63M
PWM
8
Perigon Wealth Management
California
$1.04M
SWM
9
Stark Wealth Management
Pennsylvania
$957K
LIA
10
Lynx Investment Advisory
District of Columbia
$626K
MFG
11
Merit Financial Group
Georgia
$561K
OFS
12
OneAscent Financial Services
Alabama
$553K
GRP
13
Global Retirement Partners
California
$541K
DE
14
Diversified Enterprises
Delaware
$525K
PFA
15
Petra Financial Advisors
Colorado
$412K
CCA
16
Cora Capital Advisors
New Jersey
$346K
Susquehanna International Group
17
Susquehanna International Group
Pennsylvania
$330K
AAS
18
Ameritas Advisory Services
Nebraska
$300K
SA
19
Stewardship Advisors
Pennsylvania
$257K
UAG
20
United Advisor Group
Ohio
$239K
Citadel Advisors
21
Citadel Advisors
Florida
$206K
RJA
22
Ross\Johnson & Associates
Minnesota
$104K
PWPS
23
Pinnacle Wealth Planning Services
Ohio
$103K
Royal Bank of Canada
24
Royal Bank of Canada
Ontario, Canada
$80K
Morgan Stanley
25
Morgan Stanley
New York
$64.9K