SEI Select Small Cap ETF (SEIS)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Compare Detailed Historical Funds Options 13D/13G Peers Targeting Trading Summary Profile

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Summit Wealth Group LLC / Co

INCREASED

Shares2,193,451 from 1,879,466

Change+313,985 (+17%)

Value$68.3M (+$5.3M)

Filed 2026-10-29

Merit Financial Group, LLC

INCREASED

Shares105,560 from 102,964

Change+2,596 (+3%)

Value$3.3M (-$164.7K)

Filed 2026-11-06

Wealth Enhancement Advisory Services, LLC

INCREASED

Shares40,964 from 27,204

Change+13,760 (+51%)

Value$1.3M (+$400.7K)

Filed 2026-10-13

Apella Capital, LLC

DECREASED

Shares37,129 from 50,477

Change-13,348 (-26%)

Value$1.2M (-$479.2K)

Filed 2026-10-08

Perigon Wealth Management, LLC

DECREASED

Shares35,133 from 36,824

Change-1,691 (-5%)

Value$1.1M (-$140.5K)

Filed 2026-10-22

Lynx Investment Advisory

DECREASED

Shares22,309 from 22,461

Change-152 (-1%)

Value$695.1K (-$58.3K)

Filed 2026-10-27

Diversified Enterprises, LLC

INCREASED

Shares19,020 from 17,634

Change+1,386 (+8%)

Value$592.7K (+$1.1K)

Filed 2026-10-19

LexAurum Advisors, LLC

DECREASED

Shares14,422 from 14,590

Change-168 (-1%)

Value$449.4K (-$40.0K)

Filed 2026-10-19

Cora Capital Advisors LLC

DECREASED

Shares12,366 from 12,367

Change-1 (0%)

Value$385.3K (-$29.5K)

Filed 2026-11-02

United Advisor Group, LLC

DECREASED

Shares9,487 from 10,137

Change-650 (-6%)

Value$295.6K (-$44.4K)

Filed 2026-11-03

Stewardship Advisors, LLC

DECREASED

Shares9,194 from 9,881

Change-687 (-7%)

Value$286.5K (-$45.0K)

Filed 2026-10-20

First National Trust Co

NEW

Shares6,724

Change+6,724

Value$209.5K

Filed 2026-10-28

Pinnacle Wealth Planning Services, Inc.

DECREASED

Shares3,264 from 3,332

Change-68 (-2%)

Value$101.7K (-$10.1K)

Filed 2026-10-27

Rossby Financial, LCC

INCREASED

Shares1,534 from 1,413

Change+121 (+9%)

Value$47.8K (+$400)

Filed 2026-11-05

Silver Grove Financial Group, Inc.

NEW

Shares1,327

Change+1,327

Value$41.3K

Filed 2026-11-05

Whipplewood Advisors, LLC

UNCHANGED

Shares1,043 from 1,043

Change0 (0%)

Value$32.5K (-$2.5K)

Filed 2026-10-20

Farther Finance Advisors, LLC

NEW

Shares955

Change+955

Value$29.8K

Filed 2026-10-08

US Bancorp \de\

NEW

Shares317

Change+317

Value$9.9K

Filed 2026-11-05

Provenance Wealth Advisors, LLC

NEW

Shares178

Change+178

Value$5.5K

Filed 2026-10-30

Assetmark, Inc

UNCHANGED

Shares40 from 40

Change0 (0%)

Value$1.2K (-$96)

Filed 2026-10-21

Apeiron RIA LLC

CLOSED

Shares0 from 5,409

Change-5,409 (-100%)

Value$0 (-$263.8K)

Filed 2026-10-08

S&T Bank

N/A

Shares— from 344,912

Change-344,912 (-100%)

Value—

SEI Investments Co

N/A

Shares— from 199,940

Change-199,940 (-100%)

Value—

Osaic Holdings, Inc.

N/A

Shares— from 105,974

Change-105,974 (-100%)

Value—

Compass Capital Corp

N/A

Shares— from 81,655

Change-81,655 (-100%)

Value—

Petra Financial Advisors Inc

N/A

Shares— from 28,556

Change-28,556 (-100%)

Value—

Global Retirement Partners, LLC

N/A

Shares— from 27,045

Change-27,045 (-100%)

Value—

Susquehanna International Group, LLP

N/A

Shares— from 23,187

Change-23,187 (-100%)

Value—

OneAscent Financial Services LLC

N/A

Shares— from 19,763

Change-19,763 (-100%)

Value—

Citadel Advisors LLC

N/A

Shares— from 10,939

Change-10,939 (-100%)

Value—

Cetera Investment Advisers

N/A

Shares— from 6,229

Change-6,229 (-100%)

Value—

Ameriflex Group, Inc.

N/A

Shares— from 5,866

Change-5,866 (-100%)

Value—

Royal Bank of Canada

N/A

Shares— from 5,007

Change-5,007 (-100%)

Value—

Ross\johnson & Associates LLC

N/A

Shares— from 3,708

Change-3,708 (-100%)

Value—

BFC Planning, Inc.

N/A

Shares— from 689

Change-689 (-100%)

Value—

NewEdge Advisors, LLC

N/A

Shares— from 591

Change-591 (-100%)

Value—

Morgan Stanley

N/A

Shares— from 552

Change-552 (-100%)

Value—

UBS Group AG

N/A

Shares— from 229

Change-229 (-100%)

Value—

Jones Financial Companies Lllp

N/A

Shares— from 157

Change-157 (-100%)

Value—

Harbour Investments, Inc.

N/A

Shares— from 67

Change-67 (-100%)

Value—

Ameritas Advisory Services, LLC

N/A

Shares— from 25

Change-25 (-100%)

Value—

	Status
Summit Wealth Group LLC / Co	INCREASED	2,193,451	1,879,466	+313,985	+17%	$63.0M	$68.3M	+$5.3M	2026-10-29
Merit Financial Group, LLC	INCREASED	105,560	102,964	+2,596	+3%	$3.5M	$3.3M	-$164.7K	2026-11-06
Wealth Enhancement Advisory Services, LLC	INCREASED	40,964	27,204	+13,760	+51%	$887.5K	$1.3M	+$400.7K	2026-10-13
Apella Capital, LLC	DECREASED	37,129	50,477	-13,348	-26%	$1.6M	$1.2M	-$479.2K	2026-10-08
Perigon Wealth Management, LLC	DECREASED	35,133	36,824	-1,691	-5%	$1.2M	$1.1M	-$140.5K	2026-10-22
Lynx Investment Advisory	DECREASED	22,309	22,461	-152	-1%	$753.5K	$695.1K	-$58.3K	2026-10-27
Diversified Enterprises, LLC	INCREASED	19,020	17,634	+1,386	+8%	$591.5K	$592.7K	+$1.1K	2026-10-19
LexAurum Advisors, LLC	DECREASED	14,422	14,590	-168	-1%	$489.4K	$449.4K	-$40.0K	2026-10-19
Cora Capital Advisors LLC	DECREASED	12,366	12,367	-1	0%	$414.9K	$385.3K	-$29.5K	2026-11-02
United Advisor Group, LLC	DECREASED	9,487	10,137	-650	-6%	$340.0K	$295.6K	-$44.4K	2026-11-03
Stewardship Advisors, LLC	DECREASED	9,194	9,881	-687	-7%	$331.5K	$286.5K	-$45.0K	2026-10-20
First National Trust Co	NEW	6,724	—	+6,724	—	—	$209.5K	—	2026-10-28
Pinnacle Wealth Planning Services, Inc.	DECREASED	3,264	3,332	-68	-2%	$111.8K	$101.7K	-$10.1K	2026-10-27
Rossby Financial, LCC	INCREASED	1,534	1,413	+121	+9%	$47.4K	$47.8K	+$400	2026-11-05
Silver Grove Financial Group, Inc.	NEW	1,327	—	+1,327	—	—	$41.3K	—	2026-11-05
Whipplewood Advisors, LLC	UNCHANGED	1,043	1,043	0	0%	$35.0K	$32.5K	-$2.5K	2026-10-20
Farther Finance Advisors, LLC	NEW	955	—	+955	—	—	$29.8K	—	2026-10-08
US Bancorp \de\	NEW	317	—	+317	—	—	$9.9K	—	2026-11-05
Provenance Wealth Advisors, LLC	NEW	178	—	+178	—	—	$5.5K	—	2026-10-30
Assetmark, Inc	UNCHANGED	40	40	0	0%	$1.3K	$1.2K	-$96	2026-10-21
Apeiron RIA LLC	CLOSED	0	5,409	-5,409	-100%	$263.8K	$0	-$263.8K	2026-10-08
S&T Bank	N/A	—	344,912	-344,912	-100%	$11.6M	—	—	—
SEI Investments Co	N/A	—	199,940	-199,940	-100%	$6.7M	—	—	—
Osaic Holdings, Inc.	N/A	—	105,974	-105,974	-100%	$3.6M	—	—	—
Compass Capital Corp	N/A	—	81,655	-81,655	-100%	$2.7M	—	—	—
Petra Financial Advisors Inc	N/A	—	28,556	-28,556	-100%	$957.9K	—	—	—
Global Retirement Partners, LLC	N/A	—	27,045	-27,045	-100%	$907.2K	—	—	—
Susquehanna International Group, LLP	N/A	—	23,187	-23,187	-100%	$777.8K	—	—	—
OneAscent Financial Services LLC	N/A	—	19,763	-19,763	-100%	$662.9K	—	—	—
Citadel Advisors LLC	N/A	—	10,939	-10,939	-100%	$366.9K	—	—	—
Cetera Investment Advisers	N/A	—	6,229	-6,229	-100%	$209.0K	—	—	—
Ameriflex Group, Inc.	N/A	—	5,866	-5,866	-100%	$196.8K	—	—	—
Royal Bank of Canada	N/A	—	5,007	-5,007	-100%	$168.0K	—	—	—
Ross\johnson & Associates LLC	N/A	—	3,708	-3,708	-100%	$124.4K	—	—	—
BFC Planning, Inc.	N/A	—	689	-689	-100%	$23.1K	—	—	—
NewEdge Advisors, LLC	N/A	—	591	-591	-100%	$19.8K	—	—	—
Morgan Stanley	N/A	—	552	-552	-100%	$18.5K	—	—	—
UBS Group AG	N/A	—	229	-229	-100%	$7.7K	—	—	—
Jones Financial Companies Lllp	N/A	—	157	-157	-100%	$5.2K	—	—	—
Harbour Investments, Inc.	N/A	—	67	-67	-100%	$2.2K	—	—	—
Ameritas Advisory Services, LLC	N/A	—	25	-25	-100%	$839	—	—	—

Showing 41 of 41 institutions