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SEI Enhanced US Large Cap MO (SEIM)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Summit Wealth Group LLC / Co
INCREASED
Shares3,150,836 from 2,653,233
Change+497,603 (+19%)
Value$169.4M (+$20.4M)
Filed 2026-10-29
Merit Financial Group, LLC
DECREASED
Shares585,312 from 652,788
Change-67,476 (-10%)
Value$31.5M (-$5.2M)
Filed 2026-11-06
Truist Financial Corp
DECREASED
Shares223,950 from 247,867
Change-23,917 (-10%)
Value$12.0M (-$1.9M)
Filed 2026-10-30
K2 Financial Inc.
DECREASED
Shares93,915 from 98,882
Change-4,967 (-5%)
Value$5.1M (-$237.5K)
Filed 2026-10-26
Savant Capital, LLC
INCREASED
Shares82,116 from 40,371
Change+41,745 (+103%)
Value$4.4M (+$2.2M)
Filed 2026-11-06
Wealth Enhancement Advisory Services, LLC
DECREASED
Shares79,020 from 83,333
Change-4,313 (-5%)
Value$4.3M (-$264.8K)
Filed 2026-10-13
Meriwether Wealth & Planning, LLC
INCREASED
Shares59,864 from 55,153
Change+4,711 (+9%)
Value$3.2M (+$122.0K)
Filed 2026-10-13
Diversified Enterprises, LLC
INCREASED
Shares58,594 from 41,413
Change+17,181 (+41%)
Value$3.2M (+$825.3K)
Filed 2026-10-19
Cambridge Investment Research Advisors, Inc.
DECREASED
Shares55,856 from 59,588
Change-3,732 (-6%)
Value$3.0K (-$3.3M)
Filed 2026-11-02
Csenge Advisory Group
DECREASED
Shares53,946 from 54,631
Change-685 (-1%)
Value$2.9M (-$166.9K)
Filed 2026-11-04
Perigon Wealth Management, LLC
DECREASED
Shares47,032 from 49,916
Change-2,884 (-6%)
Value$2.5M (-$273.9K)
Filed 2026-10-22
FAI Advisors, Inc.
DECREASED
Shares46,101 from 48,280
Change-2,179 (-5%)
Value$2.5M (-$232.1K)
Filed 2026-10-27
United Advisor Group, LLC
DECREASED
Shares33,145 from 36,093
Change-2,948 (-8%)
Value$1.8M (-$244.4K)
Filed 2026-11-03
Independent Wealth Network Inc.
INCREASED
Shares30,395 from 22,474
Change+7,921 (+35%)
Value$1.6M (+$372.4K)
Filed 2026-10-19
LPL Financial LLC
DECREASED
Shares20,582 from 21,269
Change-687 (-3%)
Value$1.1M (-$87.6K)
Filed 2026-11-06
Stewardship Advisors, LLC
DECREASED
Shares20,523 from 20,915
Change-392 (-2%)
Value$1.1M (-$70.9K)
Filed 2026-10-20
Lynx Investment Advisory
DECREASED
Shares16,774 from 17,665
Change-891 (-5%)
Value$901.9K (-$90.0K)
Filed 2026-10-27
LexAurum Advisors, LLC
INCREASED
Shares13,859 from 7,539
Change+6,320 (+84%)
Value$745.2K (+$321.9K)
Filed 2026-10-19
Foundry Financial Group, Inc.
INCREASED
Shares10,949 from 4,285
Change+6,664 (+156%)
Value$588.7K (+$348.1K)
Filed 2026-10-28
First National Trust Co
NEW
Shares10,795
Change+10,795
Value$580.4K
Filed 2026-10-28
Concurrent Investment Advisors, LLC
DECREASED
Shares8,915 from 9,701
Change-786 (-8%)
Value$479.4K (-$65.4K)
Filed 2026-10-16
Investmark Advisory Group LLC
INCREASED
Shares8,754 from 7,190
Change+1,564 (+22%)
Value$470.7K (+$67.0K)
Filed 2026-10-27
Accelerate Investment Advisors LLC
DECREASED
Shares7,680 from 7,816
Change-136 (-2%)
Value$413.0K (-$25.9K)
Filed 2026-11-02
Retireful, LLC
NEW
Shares7,385
Change+7,385
Value$397.1K
Filed 2026-10-09
Valmark Advisers, Inc.
INCREASED
Shares5,355 from 4,880
Change+475 (+10%)
Value$287.9K (+$13.9K)
Filed 2026-11-06
Apella Capital, LLC
DECREASED
Shares4,985 from 27,813
Change-22,828 (-82%)
Value$273.5K (-$1.2M)
Filed 2026-10-08
Rossby Financial, LCC
INCREASED
Shares4,018 from 3,864
Change+154 (+4%)
Value$216.0K (-$916)
Filed 2026-11-05
WPG Advisers, LLC
DECREASED
Shares3,391 from 3,560
Change-169 (-5%)
Value$182.3K (-$17.6K)
Filed 2026-10-27
Silver Grove Financial Group, Inc.
INCREASED
Shares2,453 from 2,138
Change+315 (+15%)
Value$131.9K (+$11.8K)
Filed 2026-11-05
Assetmark, Inc
INCREASED
Shares1,543 from 1,461
Change+82 (+6%)
Value$83.0K (+$932)
Filed 2026-10-21
Whipplewood Advisors, LLC
UNCHANGED
Shares1,434 from 1,434
Change0 (0%)
Value$77.1K (-$3.4K)
Filed 2026-10-20
US Bancorp \de\
NEW
Shares750
Change+750
Value$40.3K
Filed 2026-11-05
Farther Finance Advisors, LLC
NEW
Shares634
Change+634
Value$34.1K
Filed 2026-10-08
Cape Investment Advisory, Inc.
DECREASED
Shares389 from 429
Change-40 (-9%)
Value$20.9K (-$3.2K)
Filed 2026-10-13
IFP Advisors, Inc
UNCHANGED
Shares265 from 265
Change0 (0%)
Value$14.2K (-$631)
Filed 2026-10-16
Creative Financial Designs Inc
NEW
Shares54
Change+54
Value$2.9K
Filed 2026-11-04
CoreCap Advisors, LLC
UNCHANGED
Shares49 from 49
Change0 (0%)
Value$2.6K (-$116)
Filed 2026-10-08
Horizon Financial Services, LLC
UNCHANGED
Shares37 from 37
Change0 (0%)
Value$2.0K (-$89)
Filed 2026-11-04
Park Avenue Securities LLC
CLOSED
Shares0 from 3,926
Change-3,926 (-100%)
Value$0 (-$220.0K)
Filed 2026-10-26
Meridian Wealth Management, LLC
CLOSED
Shares0 from 3,701
Change-3,701 (-100%)
Value$0 (-$207.8K)
Filed 2026-11-05
AdvisorNet Financial, Inc
CLOSED
Shares0 from 2,750
Change-2,750 (-100%)
Value$0 (-$154.4K)
Filed 2026-10-15
Blue Trust, Inc.
CLOSED
Shares0 from 342
Change-342 (-100%)
Value$0 (-$19.2K)
Filed 2026-10-15
SEI Investments Co
N/A
Shares— from 12,840,416
Change-12,840,416 (-100%)
Value—
S&T Bank
N/A
Shares— from 400,776
Change-400,776 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 263,267
Change-263,267 (-100%)
Value—
Beacon Pointe Advisors, LLC
N/A
Shares— from 227,454
Change-227,454 (-100%)
Value—
Global Retirement Partners, LLC
N/A
Shares— from 64,659
Change-64,659 (-100%)
Value—
NewEdge Advisors, LLC
N/A
Shares— from 47,709
Change-47,709 (-100%)
Value—
Petra Financial Advisors Inc
N/A
Shares— from 38,729
Change-38,729 (-100%)
Value—
Compass Capital Corp
N/A
Shares— from 38,579
Change-38,579 (-100%)
Value—
Cahill Financial Advisors Inc
N/A
Shares— from 32,371
Change-32,371 (-100%)
Value—
Cassady Wealth & Retirement Planning, LLC
N/A
Shares— from 17,166
Change-17,166 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 15,564
Change-15,564 (-100%)
Value—
Citadel Advisors LLC
N/A
Shares— from 15,241
Change-15,241 (-100%)
Value—
Principal Securities, Inc.
N/A
Shares— from 15,187
Change-15,187 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 14,753
Change-14,753 (-100%)
Value—
Stratos Wealth Partners, Ltd.
N/A
Shares— from 13,725
Change-13,725 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 7,752
Change-7,752 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 6,025
Change-6,025 (-100%)
Value—
OneAscent Financial Services LLC
N/A
Shares— from 5,997
Change-5,997 (-100%)
Value—
UBS Group AG
N/A
Shares— from 5,684
Change-5,684 (-100%)
Value—
Lifeworks Advisors, LLC
N/A
Shares— from 5,492
Change-5,492 (-100%)
Value—
Susquehanna International Group, LLP
N/A
Shares— from 4,475
Change-4,475 (-100%)
Value—
Summit Financial, LLC
N/A
Shares— from 3,935
Change-3,935 (-100%)
Value—
Advisory Services Network, LLC
N/A
Shares— from 3,928
Change-3,928 (-100%)
Value—
Calton & Associates, Inc.
N/A
Shares— from 3,754
Change-3,754 (-100%)
Value—
Mercer Global Advisors Inc
N/A
Shares— from 3,633
Change-3,633 (-100%)
Value—
BFC Planning, Inc.
N/A
Shares— from 3,078
Change-3,078 (-100%)
Value—
Harbour Investments, Inc.
N/A
Shares— from 2,677
Change-2,677 (-100%)
Value—
Continuum Advisory, LLC
N/A
Shares— from 2,342
Change-2,342 (-100%)
Value—
Northwestern Mutual Wealth Management Co
N/A
Shares— from 2,173
Change-2,173 (-100%)
Value—
Synergy Investment Management, LLC
N/A
Shares— from 1,393
Change-1,393 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 1,330
Change-1,330 (-100%)
Value—
Vanguard Advisers Inc
N/A
Shares— from 1,118
Change-1,118 (-100%)
Value—
Top Private Wealth Llc.
N/A
Shares— from 541
Change-541 (-100%)
Value—
Jones Financial Companies Lllp
N/A
Shares— from 230
Change-230 (-100%)
Value—
Ameriflex Group, Inc.
N/A
Shares— from 213
Change-213 (-100%)
Value—
Ameritas Advisory Services, LLC
N/A
Shares— from 205
Change-205 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 80
Change-80 (-100%)
Value—
Status
Summit Wealth Group LLC / Co
INCREASED3,150,8362,653,233+497,603+19%$149.0M$169.4M+$20.4M2026-10-29
Merit Financial Group, LLC
DECREASED585,312652,788-67,476-10%$36.7M$31.5M-$5.2M2026-11-06
Truist Financial Corp
DECREASED223,950247,867-23,917-10%$13.9M$12.0M-$1.9M2026-10-30
K2 Financial Inc.
DECREASED93,91598,882-4,967-5%$5.4M$5.1M-$237.5K2026-10-26
Savant Capital, LLC
INCREASED82,11640,371+41,745+103%$2.2M$4.4M+$2.2M2026-11-06
Wealth Enhancement Advisory Services, LLC
DECREASED79,02083,333-4,313-5%$4.6M$4.3M-$264.8K2026-10-13
Meriwether Wealth & Planning, LLC
INCREASED59,86455,153+4,711+9%$3.1M$3.2M+$122.0K2026-10-13
Diversified Enterprises, LLC
INCREASED58,59441,413+17,181+41%$2.3M$3.2M+$825.3K2026-10-19
Cambridge Investment Research Advisors, Inc.
DECREASED55,85659,588-3,732-6%$3.3M$3.0K-$3.3M2026-11-02
Csenge Advisory Group
DECREASED53,94654,631-685-1%$3.1M$2.9M-$166.9K2026-11-04
Perigon Wealth Management, LLC
DECREASED47,03249,916-2,884-6%$2.8M$2.5M-$273.9K2026-10-22
FAI Advisors, Inc.
DECREASED46,10148,280-2,179-5%$2.7M$2.5M-$232.1K2026-10-27
United Advisor Group, LLC
DECREASED33,14536,093-2,948-8%$2.0M$1.8M-$244.4K2026-11-03
Independent Wealth Network Inc.
INCREASED30,39522,474+7,921+35%$1.3M$1.6M+$372.4K2026-10-19
LPL Financial LLC
DECREASED20,58221,269-687-3%$1.2M$1.1M-$87.6K2026-11-06
Stewardship Advisors, LLC
DECREASED20,52320,915-392-2%$1.2M$1.1M-$70.9K2026-10-20
Lynx Investment Advisory
DECREASED16,77417,665-891-5%$991.9K$901.9K-$90.0K2026-10-27
LexAurum Advisors, LLC
INCREASED13,8597,539+6,320+84%$423.3K$745.2K+$321.9K2026-10-19
Foundry Financial Group, Inc.
INCREASED10,9494,285+6,664+156%$240.6K$588.7K+$348.1K2026-10-28
First National Trust Co
NEW10,795—+10,795——$580.4K—2026-10-28
Concurrent Investment Advisors, LLC
DECREASED8,9159,701-786-8%$544.7K$479.4K-$65.4K2026-10-16
Investmark Advisory Group LLC
INCREASED8,7547,190+1,564+22%$403.7K$470.7K+$67.0K2026-10-27
Accelerate Investment Advisors LLC
DECREASED7,6807,816-136-2%$438.9K$413.0K-$25.9K2026-11-02
Retireful, LLC
NEW7,385—+7,385——$397.1K—2026-10-09
Valmark Advisers, Inc.
INCREASED5,3554,880+475+10%$274.0K$287.9K+$13.9K2026-11-06
Apella Capital, LLC
DECREASED4,98527,813-22,828-82%$1.5M$273.5K-$1.2M2026-10-08
Rossby Financial, LCC
INCREASED4,0183,864+154+4%$217.0K$216.0K-$9162026-11-05
WPG Advisers, LLC
DECREASED3,3913,560-169-5%$199.9K$182.3K-$17.6K2026-10-27
Silver Grove Financial Group, Inc.
INCREASED2,4532,138+315+15%$120.0K$131.9K+$11.8K2026-11-05
Assetmark, Inc
INCREASED1,5431,461+82+6%$82.0K$83.0K+$9322026-10-21
Whipplewood Advisors, LLC
UNCHANGED1,4341,43400%$80.5K$77.1K-$3.4K2026-10-20
US Bancorp \de\
NEW750—+750——$40.3K—2026-11-05
Farther Finance Advisors, LLC
NEW634—+634——$34.1K—2026-10-08
Cape Investment Advisory, Inc.
DECREASED389429-40-9%$24.1K$20.9K-$3.2K2026-10-13
IFP Advisors, Inc
UNCHANGED26526500%$14.9K$14.2K-$6312026-10-16
Creative Financial Designs Inc
NEW54—+54——$2.9K—2026-11-04
CoreCap Advisors, LLC
UNCHANGED494900%$2.8K$2.6K-$1162026-10-08
Horizon Financial Services, LLC
UNCHANGED373700%$2.1K$2.0K-$892026-11-04
Park Avenue Securities LLC
CLOSED03,926-3,926-100%$220.0K$0-$220.0K2026-10-26
Meridian Wealth Management, LLC
CLOSED03,701-3,701-100%$207.8K$0-$207.8K2026-11-05
AdvisorNet Financial, Inc
CLOSED02,750-2,750-100%$154.4K$0-$154.4K2026-10-15
Blue Trust, Inc.
CLOSED0342-342-100%$19.2K$0-$19.2K2026-10-15
SEI Investments Co
N/A—12,840,416-12,840,416-100%$721.0M———
S&T Bank
N/A—400,776-400,776-100%$22.5M———
Envestnet Asset Management Inc
N/A—263,267-263,267-100%$14.8M———
Beacon Pointe Advisors, LLC
N/A—227,454-227,454-100%$12.8M———
Global Retirement Partners, LLC
N/A—64,659-64,659-100%$3.6M———
NewEdge Advisors, LLC
N/A—47,709-47,709-100%$2.7M———
Petra Financial Advisors Inc
N/A—38,729-38,729-100%$2.2M———
Compass Capital Corp
N/A—38,579-38,579-100%$2.1M———
Cahill Financial Advisors Inc
N/A—32,371-32,371-100%$1.8M———
Cassady Wealth & Retirement Planning, LLC
N/A—17,166-17,166-100%$963.9K———
Osaic Holdings, Inc.
N/A—15,564-15,564-100%$874.0K———
Citadel Advisors LLC
N/A—15,241-15,241-100%$855.8K———
Principal Securities, Inc.
N/A—15,187-15,187-100%$852.8K———
Cetera Investment Advisers
N/A—14,753-14,753-100%$828.4K———
Stratos Wealth Partners, Ltd.
N/A—13,725-13,725-100%$770.7K———
Royal Bank of Canada
N/A—7,752-7,752-100%$435.0K———
Morgan Stanley
N/A—6,025-6,025-100%$338.3K———
OneAscent Financial Services LLC
N/A—5,997-5,997-100%$336.7K———
UBS Group AG
N/A—5,684-5,684-100%$319.2K———
Lifeworks Advisors, LLC
N/A—5,492-5,492-100%$308.4K———
Susquehanna International Group, LLP
N/A—4,475-4,475-100%$251.3K———
Summit Financial, LLC
N/A—3,935-3,935-100%$221.0K———
Advisory Services Network, LLC
N/A—3,928-3,928-100%$220.6K———
Calton & Associates, Inc.
N/A—3,754-3,754-100%$210.8K———
Mercer Global Advisors Inc
N/A—3,633-3,633-100%$204.0K———
BFC Planning, Inc.
N/A—3,078-3,078-100%$172.8K———
Harbour Investments, Inc.
N/A—2,677-2,677-100%$150.3K———
Continuum Advisory, LLC
N/A—2,342-2,342-100%$131.5K———
Northwestern Mutual Wealth Management Co
N/A—2,173-2,173-100%$122.0K———
Synergy Investment Management, LLC
N/A—1,393-1,393-100%$71.1K———
Wells Fargo & Company
N/A—1,330-1,330-100%$74.7K———
Vanguard Advisers Inc
N/A—1,118-1,118-100%$62.8K———
Top Private Wealth Llc.
N/A—541-541-100%$30.4K———
Jones Financial Companies Lllp
N/A—230-230-100%$12.5K———
Ameriflex Group, Inc.
N/A—213-213-100%$12.0K———
Ameritas Advisory Services, LLC
N/A—205-205-100%$11.5K———
JPMorgan Chase & Co
N/A—80-80-100%$4.4K———
Showing 79 of 79 institutions