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SEI Select EM Mrkt EQ (SEEM)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Diversified Enterprises, LLC
INCREASED
Shares1,449,307 from 1,393,071
Change+56,236 (+4%)
Value$56.2M (+$342.4K)
Filed 2026-10-19
Summit Wealth Group LLC / Co
INCREASED
Shares1,378,478 from 1,059,125
Change+319,353 (+30%)
Value$53.5M (+$11.0M)
Filed 2026-10-29
3Edge Asset Management, LP
INCREASED
Shares625,285 from 410,526
Change+214,759 (+52%)
Value$24.2M (+$7.8M)
Filed 2026-10-30
Merit Financial Group, LLC
INCREASED
Shares322,754 from 116,028
Change+206,726 (+178%)
Value$12.5M (+$7.9M)
Filed 2026-11-06
Wealth Enhancement Advisory Services, LLC
INCREASED
Shares41,245 from 28,685
Change+12,560 (+44%)
Value$1.6M (+$454.4K)
Filed 2026-10-13
Apella Capital, LLC
DECREASED
Shares34,261 from 39,795
Change-5,534 (-14%)
Value$1.3M (-$196.6K)
Filed 2026-10-08
Perigon Wealth Management, LLC
DECREASED
Shares34,219 from 36,126
Change-1,907 (-5%)
Value$1.3M (-$121.6K)
Filed 2026-10-22
Lynx Investment Advisory
DECREASED
Shares14,542 from 14,723
Change-181 (-1%)
Value$563.9K (-$26.4K)
Filed 2026-10-27
Foundry Financial Group, Inc.
INCREASED
Shares13,253 from 11,944
Change+1,309 (+11%)
Value$514.0K (+$35.0K)
Filed 2026-10-28
LexAurum Advisors, LLC
DECREASED
Shares11,981 from 12,149
Change-168 (-1%)
Value$464.6K (-$22.5K)
Filed 2026-10-19
Cora Capital Advisors LLC
DECREASED
Shares10,524 from 10,536
Change-12 (0%)
Value$408.1K (-$14.4K)
Filed 2026-11-02
United Advisor Group, LLC
DECREASED
Shares8,880 from 9,364
Change-484 (-5%)
Value$344.3K (-$31.1K)
Filed 2026-11-03
Stewardship Advisors, LLC
DECREASED
Shares8,221 from 8,784
Change-563 (-6%)
Value$318.8K (-$33.4K)
Filed 2026-10-20
Signature Estate & Investment Advisors LLC
INCREASED
Shares7,031 from 6,243
Change+788 (+13%)
Value$272.7K (+$31.2K)
Filed 2026-10-13
First National Trust Co
NEW
Shares6,875
Change+6,875
Value$266.6K
Filed 2026-10-28
LPL Financial LLC
NEW
Shares6,252
Change+6,252
Value$242.4K
Filed 2026-11-06
Meriwether Wealth & Planning, LLC
NEW
Shares3,850
Change+3,850
Value$149.3K
Filed 2026-10-13
Pinnacle Wealth Planning Services, Inc.
DECREASED
Shares2,643 from 2,682
Change-39 (-1%)
Value$102.5K (-$5.1K)
Filed 2026-10-27
Silver Grove Financial Group, Inc.
NEW
Shares1,256
Change+1,256
Value$48.7K
Filed 2026-11-05
Rossby Financial, LCC
INCREASED
Shares1,194 from 1,071
Change+123 (+11%)
Value$46.3K (+$3.4K)
Filed 2026-11-05
Farther Finance Advisors, LLC
NEW
Shares813
Change+813
Value$31.5K
Filed 2026-10-08
Whipplewood Advisors, LLC
UNCHANGED
Shares677 from 677
Change0 (0%)
Value$26.3K (-$893)
Filed 2026-10-20
US Bancorp \de\
NEW
Shares251
Change+251
Value$9.7K
Filed 2026-11-05
Provenance Wealth Advisors, LLC
NEW
Shares141
Change+141
Value$5.5K
Filed 2026-10-30
Assetmark, Inc
UNCHANGED
Shares35 from 35
Change0 (0%)
Value$1.4K (-$46)
Filed 2026-10-21
Apeiron RIA LLC
CLOSED
Shares0 from 7,896
Change-7,896 (-100%)
Value$0 (-$612.0K)
Filed 2026-10-08
SEI Investments Co
N/A
Shares— from 313,028
Change-313,028 (-100%)
Value—
S&T Bank
N/A
Shares— from 263,451
Change-263,451 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 87,443
Change-87,443 (-100%)
Value—
Compass Capital Corp
N/A
Shares— from 69,917
Change-69,917 (-100%)
Value—
Petra Financial Advisors Inc
N/A
Shares— from 33,468
Change-33,468 (-100%)
Value—
Old Mission Capital LLC
N/A
Shares— from 30,360
Change-30,360 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 15,851
Change-15,851 (-100%)
Value—
OneAscent Financial Services LLC
N/A
Shares— from 14,868
Change-14,868 (-100%)
Value—
Susquehanna International Group, LLP
N/A
Shares— from 14,601
Change-14,601 (-100%)
Value—
Global Retirement Partners, LLC
N/A
Shares— from 8,451
Change-8,451 (-100%)
Value—
Citadel Advisors LLC
N/A
Shares— from 6,576
Change-6,576 (-100%)
Value—
Ameriflex Group, Inc.
N/A
Shares— from 4,987
Change-4,987 (-100%)
Value—
Ross\johnson & Associates LLC
N/A
Shares— from 4,854
Change-4,854 (-100%)
Value—
IFG Advisory, LLC
N/A
Shares— from 4,545
Change-4,545 (-100%)
Value—
BFC Planning, Inc.
N/A
Shares— from 742
Change-742 (-100%)
Value—
NewEdge Advisors, LLC
N/A
Shares— from 631
Change-631 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 589
Change-589 (-100%)
Value—
Northwestern Mutual Wealth Management Co
N/A
Shares— from 201
Change-201 (-100%)
Value—
Jones Financial Companies Lllp
N/A
Shares— from 113
Change-113 (-100%)
Value—
UBS Group AG
N/A
Shares— from 87
Change-87 (-100%)
Value—
Ameritas Advisory Services, LLC
N/A
Shares— from 75
Change-75 (-100%)
Value—
Harbour Investments, Inc.
N/A
Shares— from 64
Change-64 (-100%)
Value—
Status
Diversified Enterprises, LLC
INCREASED1,449,3071,393,071+56,236+4%$55.9M$56.2M+$342.4K2026-10-19
Summit Wealth Group LLC / Co
INCREASED1,378,4781,059,125+319,353+30%$42.5M$53.5M+$11.0M2026-10-29
3Edge Asset Management, LP
INCREASED625,285410,526+214,759+52%$16.5M$24.2M+$7.8M2026-10-30
Merit Financial Group, LLC
INCREASED322,754116,028+206,726+178%$4.7M$12.5M+$7.9M2026-11-06
Wealth Enhancement Advisory Services, LLC
INCREASED41,24528,685+12,560+44%$1.1M$1.6M+$454.4K2026-10-13
Apella Capital, LLC
DECREASED34,26139,795-5,534-14%$1.5M$1.3M-$196.6K2026-10-08
Perigon Wealth Management, LLC
DECREASED34,21936,126-1,907-5%$1.4M$1.3M-$121.6K2026-10-22
Lynx Investment Advisory
DECREASED14,54214,723-181-1%$590.4K$563.9K-$26.4K2026-10-27
Foundry Financial Group, Inc.
INCREASED13,25311,944+1,309+11%$479.0K$514.0K+$35.0K2026-10-28
LexAurum Advisors, LLC
DECREASED11,98112,149-168-1%$487.1K$464.6K-$22.5K2026-10-19
Cora Capital Advisors LLC
DECREASED10,52410,536-120%$422.5K$408.1K-$14.4K2026-11-02
United Advisor Group, LLC
DECREASED8,8809,364-484-5%$375.5K$344.3K-$31.1K2026-11-03
Stewardship Advisors, LLC
DECREASED8,2218,784-563-6%$352.2K$318.8K-$33.4K2026-10-20
Signature Estate & Investment Advisors LLC
INCREASED7,0316,243+788+13%$241.4K$272.7K+$31.2K2026-10-13
First National Trust Co
NEW6,875—+6,875——$266.6K—2026-10-28
LPL Financial LLC
NEW6,252—+6,252——$242.4K—2026-11-06
Meriwether Wealth & Planning, LLC
NEW3,850—+3,850——$149.3K—2026-10-13
Pinnacle Wealth Planning Services, Inc.
DECREASED2,6432,682-39-1%$107.5K$102.5K-$5.1K2026-10-27
Silver Grove Financial Group, Inc.
NEW1,256—+1,256——$48.7K—2026-11-05
Rossby Financial, LCC
INCREASED1,1941,071+123+11%$42.9K$46.3K+$3.4K2026-11-05
Farther Finance Advisors, LLC
NEW813—+813——$31.5K—2026-10-08
Whipplewood Advisors, LLC
UNCHANGED67767700%$27.1K$26.3K-$8932026-10-20
US Bancorp \de\
NEW251—+251——$9.7K—2026-11-05
Provenance Wealth Advisors, LLC
NEW141—+141——$5.5K—2026-10-30
Assetmark, Inc
UNCHANGED353500%$1.4K$1.4K-$462026-10-21
Apeiron RIA LLC
CLOSED07,896-7,896-100%$612.0K$0-$612.0K2026-10-08
SEI Investments Co
N/A—313,028-313,028-100%$12.6M———
S&T Bank
N/A—263,451-263,451-100%$10.6M———
Osaic Holdings, Inc.
N/A—87,443-87,443-100%$3.5M———
Compass Capital Corp
N/A—69,917-69,917-100%$2.7M———
Petra Financial Advisors Inc
N/A—33,468-33,468-100%$1.3M———
Old Mission Capital LLC
N/A—30,360-30,360-100%$1.2M———
Royal Bank of Canada
N/A—15,851-15,851-100%$636.0K———
OneAscent Financial Services LLC
N/A—14,868-14,868-100%$596.2K———
Susquehanna International Group, LLP
N/A—14,601-14,601-100%$585.5K———
Global Retirement Partners, LLC
N/A—8,451-8,451-100%$338.9K———
Citadel Advisors LLC
N/A—6,576-6,576-100%$263.7K———
Ameriflex Group, Inc.
N/A—4,987-4,987-100%$200.0K———
Ross\johnson & Associates LLC
N/A—4,854-4,854-100%$194.6K———
IFG Advisory, LLC
N/A—4,545-4,545-100%$182.2K———
BFC Planning, Inc.
N/A—742-742-100%$29.8K———
NewEdge Advisors, LLC
N/A—631-631-100%$25.3K———
Morgan Stanley
N/A—589-589-100%$23.6K———
Northwestern Mutual Wealth Management Co
N/A—201-201-100%$8.1K———
Jones Financial Companies Lllp
N/A—113-113-100%$4.5K———
UBS Group AG
N/A—87-87-100%$3.5K———
Ameritas Advisory Services, LLC
N/A—75-75-100%$3.0K———
Harbour Investments, Inc.
N/A—64-64-100%$2.6K———
Showing 48 of 48 institutions