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SEIS

SEI Select Small Cap ETF

30 hedge funds and large institutions have $73.1M invested in SEI Select Small Cap ETF in 2026 Q1 according to their latest regulatory filings, with 5 funds opening new positions, 9 increasing their positions, 13 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more first-time investments, than exits

New positions opened: 5 | Existing positions closed: 5

6% less funds holding

Funds holding: 3230 (-2)

7.61% less ownership

Funds ownership: 24.45%16.84% (-7.6%)

22% less capital invested

Capital invested by funds: $93.5M → $73.1M (-$20.4M)

25% less funds holding in top 10

Funds holding in top 10: 43 (-1)

31% less repeat investments, than reductions

Existing positions increased: 9 | Existing positions reduced: 13

Holders
30
Holders Change
-2
Holders Change %
-6.25%
% of All Funds
0.37%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.04%
New
5
Increased
9
Reduced
13
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SWGC
1
Summit Wealth Group (Colorado)
Colorado
$46.5M +$10.2M +354,315 +27%
STB
2
S&T Bank
Pennsylvania
$8.57M +$893K +30,971 +11%
SEI Investments
3
SEI Investments
Pennsylvania
$3.39M +$3.54M +122,804 New
Osaic Holdings
4
Osaic Holdings
Arizona
$3.26M -$29.5M -1,022,139 -90%
CCC
5
Compass Capital Corp
Massachusetts
$2.5M +$54.4K +1,886 +2%
AC
6
Apella Capital
Connecticut
$1.88M -$51.2K -1,774 -3%
PWM
7
Perigon Wealth Management
California
$1.02M -$5.62K -195 -0.5%
MFG
8
Merit Financial Group
Georgia
$835K +$292K +10,141 +51%
Wealth Enhancement Advisory Services
9
Wealth Enhancement Advisory Services
Minnesota
$671K -$3.08M -106,830 -82%
LIA
10
Lynx Investment Advisory
District of Columbia
$632K +$13.8K +479 +2%
OFS
11
OneAscent Financial Services
Alabama
$542K -$5.65K -196 -1%
Citadel Advisors
12
Citadel Advisors
Florida
$518K +$328K +11,368 +154%
DE
13
Diversified Enterprises
Delaware
$512K -$7.5K -260 -1%
LA
14
LexAurum Advisors
Kansas
$416K +$434K +15,046 New
CCA
15
Cora Capital Advisors
New Jersey
$342K -$58 -2 -0%
AAS
16
Ameritas Advisory Services
Nebraska
$295K -$1.96K -68 -0.6%
PFGIA
17
Patriot Financial Group Insurance Agency
Massachusetts
$277K +$289K +10,010 New
SA
18
Stewardship Advisors
Pennsylvania
$266K +$12.4K +431 +5%
UAG
19
United Advisor Group
Ohio
$261K +$26.3K +912 +11%
ASN
20
Advisory Services Network
Georgia
$140K +$146K +5,067 New
RJA
21
Ross\Johnson & Associates
Minnesota
$102K
PWPS
22
Pinnacle Wealth Planning Services
Ohio
$92.1K -$9.89K -343 -9%
RF
23
Rossby Financial
Florida
$30.2K +$31.2K +1,082 New
Royal Bank of Canada
24
Royal Bank of Canada
Ontario, Canada
$29K -$52.6K -1,824 -64%
NA
25
NewEdge Advisors
Louisiana
$16.3K