IR
Superintel
OverviewMarketsWatchlist
© 2026 IR SuperintelMethodologyContact

SEI Enhanced US Large Cap MO (SEIM)

CUSIP: 81589A205 | NYSE | 115 institutional holders

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile

Institutional Holders — Q3 2026

Summit Wealth Group LLC / Co3,150,836
10.7% of portfolio›$169.4M
Truist Financial Corp223,950
0.0% of portfolio›$12.0M
K2 Financial Inc.93,915
3.6% of portfolio›$5.1M
Wealth Enhancement Advisory Services, LLC79,020
0.0% of portfolio›$4.3M
Meriwether Wealth & Planning, LLC59,864
1.5% of portfolio›$3.2M
Diversified Enterprises, LLC58,594
0.1% of portfolio›$3.2M
Cambridge Investment Research Advisors, Inc.55,856
0.0% of portfolio›$3.0K
Csenge Advisory Group53,946
0.1% of portfolio›$2.9M
Perigon Wealth Management, LLC47,032
0.0% of portfolio›$2.5M
FAI Advisors, Inc.46,101
1.0% of portfolio›$2.5M
United Advisor Group, LLC33,145
0.2% of portfolio›$1.8M
Independent Wealth Network Inc.30,395
0.4% of portfolio›$1.6M
Stewardship Advisors, LLC20,523
0.2% of portfolio›$1.1M
Lynx Investment Advisory16,774
0.3% of portfolio›$901.9K
LexAurum Advisors, LLC13,859
0.1% of portfolio›$745.2K
Foundry Financial Group, Inc.10,949
0.2% of portfolio›$588.7K
First National Trust Co10,795
0.0% of portfolio›$580.4K
Concurrent Investment Advisors, LLC8,915
0.0% of portfolio›$479.4K
Investmark Advisory Group LLC8,754
0.2% of portfolio›$470.7K
Accelerate Investment Advisors LLC7,680
0.2% of portfolio›$413.0K
Retireful, LLC7,385
0.3% of portfolio›$397.1K
Apella Capital, LLC4,985
0.0% of portfolio›$273.5K
Rossby Financial, LCC4,018
0.0% of portfolio›$216.0K
WPG Advisers, LLC3,391
0.1% of portfolio›$182.3K
Silver Grove Financial Group, Inc.2,453
0.1% of portfolio›$131.9K
Assetmark, Inc1,543
0.0% of portfolio›$83.0K
Whipplewood Advisors, LLC1,434
0.1% of portfolio›$77.1K
US Bancorp \de\750
0.0% of portfolio›$40.3K
Farther Finance Advisors, LLC634
0.0% of portfolio›$34.1K
Cape Investment Advisory, Inc.389
0.0% of portfolio›$20.9K
IFP Advisors, Inc265
0.0% of portfolio›$14.2K
Creative Financial Designs Inc54
0.0% of portfolio›$2.9K
CoreCap Advisors, LLC49
0.0% of portfolio›$2.6K
Horizon Financial Services, LLC37
0.0% of portfolio›$2.0K
StyleTurnoverLocationFiled
Summit Wealth Group LLC / Co
3,150,836$169.4M10.7%ETFHighColorado Springs, CO2026-10-29
Truist Financial Corp
223,950$12.0M0.0%CoreLowCharlotte, NC2026-10-30
K2 Financial Inc.
93,915$5.1M3.6%ETFLowGlendora, CA2026-10-26
Wealth Enhancement Advisory Services, LLC
79,020$4.3M0.0%CoreLowPlymouth, MN2026-10-13
Meriwether Wealth & Planning, LLC
59,864$3.2M1.5%ETFMediumMinden, LA2026-10-13
Diversified Enterprises, LLC
58,594$3.2M0.1%ETFVery LowWilmington, DE2026-10-19
Cambridge Investment Research Advisors, Inc.
55,856$3.0K0.0%ETFLowFairfield, IA2026-11-02
Csenge Advisory Group
53,946$2.9M0.1%ETFMediumClearwater, FL2026-11-04
Perigon Wealth Management, LLC
47,032$2.5M0.0%GrowthLowSan Francisco, CA2026-10-22
FAI Advisors, Inc.
46,101$2.5M1.0%GrowthLowFarmington Hills, MI2026-10-27
United Advisor Group, LLC
33,145$1.8M0.2%ETFLowCincinnati, OH2026-11-03
Independent Wealth Network Inc.
30,395$1.6M0.4%ETFMediumUrbandale, IA2026-10-19
Stewardship Advisors, LLC
20,523$1.1M0.2%ETFMediumMount Joy, PA2026-10-20
Lynx Investment Advisory
16,774$901.9K0.3%ETFLowWashington, Dc, DC2026-10-27
LexAurum Advisors, LLC
13,859$745.2K0.1%ETFLowOverland Park, KS2026-10-19
Foundry Financial Group, Inc.
10,949$588.7K0.2%ETFLowLaconia, NH2026-10-28
First National Trust Co
10,795$580.4K0.0%GrowthLowJohnstown, PA2026-10-28
Concurrent Investment Advisors, LLC
8,915$479.4K0.0%GrowthMediumTampa, FL2026-10-16
Investmark Advisory Group LLC
8,754$470.7K0.2%ETFVery LowShelton, CT2026-10-27
Accelerate Investment Advisors LLC
7,680$413.0K0.2%ETFLowAliso Viejo, CA2026-11-02
Retireful, LLC
7,385$397.1K0.3%GrowthVery HighHaslett, MI2026-10-09
Apella Capital, LLC
4,985$273.5K0.0%ETFVery LowWest Hartford, CT2026-10-08
Rossby Financial, LCC
4,018$216.0K0.0%ETFMediumMelbourne, FL2026-11-05
WPG Advisers, LLC
3,391$182.3K0.1%CoreLowBaltimore, MD2026-10-27
Silver Grove Financial Group, Inc.
2,453$131.9K0.1%CoreMediumOrchard Park, NY2026-11-05
Assetmark, Inc
1,543$83.0K0.0%ETFLowConcord, CA2026-10-21
Whipplewood Advisors, LLC
1,434$77.1K0.1%ETFLowLittleton, CO2026-10-20
US Bancorp \de\
750$40.3K0.0%IndexLowMinneapolis, MN2026-11-05
Farther Finance Advisors, LLC
634$34.1K0.0%IndexLowSan Francisco, CA2026-10-08
Cape Investment Advisory, Inc.
389$20.9K0.0%ETFLowMcdonough, GA2026-10-13
IFP Advisors, Inc
265$14.2K0.0%GrowthLowTampa, FL2026-10-16
Creative Financial Designs Inc
54$2.9K0.0%ETFMediumKokomo, IN2026-11-04
CoreCap Advisors, LLC
49$2.6K0.0%ETFMediumSouthfield, MI2026-10-08
Horizon Financial Services, LLC
37$2.0K0.0%ETFLowWinston Salem, NC2026-11-04