SEI Select Small Cap ETF (SEIS)

CUSIP: 81589A502 | NYSE | 60 institutional holders

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Institutional Holders — Q3 2026

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Summit Wealth Group LLC / Co2,193,451

4.3% of portfolio$68.3M

Wealth Enhancement Advisory Services, LLC40,964

0.0% of portfolio$1.3M

Apella Capital, LLC37,129

0.0% of portfolio$1.2M

Perigon Wealth Management, LLC35,133

0.0% of portfolio$1.1M

Lynx Investment Advisory22,309

0.2% of portfolio$695.1K

Diversified Enterprises, LLC19,020

0.0% of portfolio$592.7K

LexAurum Advisors, LLC14,422

0.1% of portfolio$449.4K

Cora Capital Advisors LLC12,366

0.1% of portfolio$385.3K

United Advisor Group, LLC9,487

0.0% of portfolio$295.6K

Stewardship Advisors, LLC9,194

0.1% of portfolio$286.5K

First National Trust Co6,724

0.0% of portfolio$209.5K

Pinnacle Wealth Planning Services, Inc.3,264

0.0% of portfolio$101.7K

Rossby Financial, LCC1,534

0.0% of portfolio$47.8K

Silver Grove Financial Group, Inc.1,327

0.0% of portfolio$41.3K

Whipplewood Advisors, LLC1,043

0.0% of portfolio$32.5K

Farther Finance Advisors, LLC955

0.0% of portfolio$29.8K

US Bancorp \de\317

0.0% of portfolio$9.9K

Provenance Wealth Advisors, LLC178

0.0% of portfolio$5.5K

Assetmark, Inc40

0.0% of portfolio$1.2K

				Style	Turnover	Location	Filed
Summit Wealth Group LLC / Co	2,193,451	$68.3M	4.3%	ETF	High	Colorado Springs, CO	2026-10-29
Wealth Enhancement Advisory Services, LLC	40,964	$1.3M	0.0%	Core	Low	Plymouth, MN	2026-10-13
Apella Capital, LLC	37,129	$1.2M	0.0%	ETF	Very Low	West Hartford, CT	2026-10-08
Perigon Wealth Management, LLC	35,133	$1.1M	0.0%	Growth	Low	San Francisco, CA	2026-10-22
Lynx Investment Advisory	22,309	$695.1K	0.2%	ETF	Low	Washington, Dc, DC	2026-10-27
Diversified Enterprises, LLC	19,020	$592.7K	0.0%	ETF	Very Low	Wilmington, DE	2026-10-19
LexAurum Advisors, LLC	14,422	$449.4K	0.1%	ETF	Low	Overland Park, KS	2026-10-19
Cora Capital Advisors LLC	12,366	$385.3K	0.1%	ETF	Low	Marlton, NJ	2026-11-02
United Advisor Group, LLC	9,487	$295.6K	0.0%	ETF	Low	Cincinnati, OH	2026-11-03
Stewardship Advisors, LLC	9,194	$286.5K	0.1%	ETF	Medium	Mount Joy, PA	2026-10-20
First National Trust Co	6,724	$209.5K	0.0%	Growth	Low	Johnstown, PA	2026-10-28
Pinnacle Wealth Planning Services, Inc.	3,264	$101.7K	0.0%	GARP	Low	Mansfield, OH	2026-10-27
Rossby Financial, LCC	1,534	$47.8K	0.0%	ETF	Medium	Melbourne, FL	2026-11-05
Silver Grove Financial Group, Inc.	1,327	$41.3K	0.0%	Core	Medium	Orchard Park, NY	2026-11-05
Whipplewood Advisors, LLC	1,043	$32.5K	0.0%	ETF	Low	Littleton, CO	2026-10-20
Farther Finance Advisors, LLC	955	$29.8K	0.0%	Index	Low	San Francisco, CA	2026-10-08
US Bancorp \de\	317	$9.9K	0.0%	Index	Low	Minneapolis, MN	2026-11-05
Provenance Wealth Advisors, LLC	178	$5.5K	0.0%	ETF	Low	Fort Lauderdale, FL	2026-10-30
Assetmark, Inc	40	$1.2K	0.0%	ETF	Low	Concord, CA	2026-10-21