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SEI Select Intl Equity (SEIE)

CUSIP: 81589A700 | NYSE | 77 institutional holders

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
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Institutional Holders — Q3 2026

Summit Wealth Group LLC / Co4,354,778
9.9% of portfolio›$155.9M
3Edge Asset Management, LP659,228
1.0% of portfolio›$23.6M
Apella Capital, LLC85,232
0.0% of portfolio›$3.0M
Wealth Enhancement Advisory Services, LLC78,774
0.0% of portfolio›$2.8M
Perigon Wealth Management, LLC67,458
0.0% of portfolio›$2.4M
Lynx Investment Advisory39,481
0.5% of portfolio›$1.4M
Diversified Enterprises, LLC38,779
0.1% of portfolio›$1.4M
LexAurum Advisors, LLC28,126
0.1% of portfolio›$1.0M
Cora Capital Advisors LLC25,008
0.2% of portfolio›$895.0K
United Advisor Group, LLC22,068
0.1% of portfolio›$789.8K
Stewardship Advisors, LLC21,274
0.2% of portfolio›$761.4K
First National Trust Co13,867
0.0% of portfolio›$496.3K
Independent Wealth Network Inc.10,933
0.1% of portfolio›$391.3K
Accelerate Investment Advisors LLC10,907
0.2% of portfolio›$390.4K
Cambridge Investment Research Advisors, Inc.10,460
0.0% of portfolio›$374
Apeiron RIA LLC10,076
0.1% of portfolio›$356.1K
Patriot Financial Group Insurance Agency, LLC10,045
0.0% of portfolio›$359.5K
Moneco Advisors, LLC7,865
0.0% of portfolio›$281.5K
Pinnacle Wealth Planning Services, Inc.6,450
0.0% of portfolio›$230.8K
Meriwether Wealth & Planning, LLC4,450
0.1% of portfolio›$159.3K
Rossby Financial, LCC3,151
0.0% of portfolio›$112.8K
Silver Grove Financial Group, Inc.3,116
0.1% of portfolio›$111.5K
Whipplewood Advisors, LLC1,910
0.0% of portfolio›$68.4K
Farther Finance Advisors, LLC1,862
0.0% of portfolio›$66.6K
US Bancorp \de\588
0.0% of portfolio›$21.0K
Provenance Wealth Advisors, LLC338
0.0% of portfolio›$12.1K
Assetmark, Inc78
0.0% of portfolio›$2.8K
StyleTurnoverLocationFiled
Summit Wealth Group LLC / Co
4,354,778$155.9M9.9%ETFHighColorado Springs, CO2026-10-29
3Edge Asset Management, LP
659,228$23.6M1.0%ETFMediumNaples, FL2026-10-30
Apella Capital, LLC
85,232$3.0M0.0%ETFVery LowWest Hartford, CT2026-10-08
Wealth Enhancement Advisory Services, LLC
78,774$2.8M0.0%CoreLowPlymouth, MN2026-10-13
Perigon Wealth Management, LLC
67,458$2.4M0.0%GrowthLowSan Francisco, CA2026-10-22
Lynx Investment Advisory
39,481$1.4M0.5%ETFLowWashington, Dc, DC2026-10-27
Diversified Enterprises, LLC
38,779$1.4M0.1%ETFVery LowWilmington, DE2026-10-19
LexAurum Advisors, LLC
28,126$1.0M0.1%ETFLowOverland Park, KS2026-10-19
Cora Capital Advisors LLC
25,008$895.0K0.2%ETFLowMarlton, NJ2026-11-02
United Advisor Group, LLC
22,068$789.8K0.1%ETFLowCincinnati, OH2026-11-03
Stewardship Advisors, LLC
21,274$761.4K0.2%ETFMediumMount Joy, PA2026-10-20
First National Trust Co
13,867$496.3K0.0%GrowthLowJohnstown, PA2026-10-28
Independent Wealth Network Inc.
10,933$391.3K0.1%ETFMediumUrbandale, IA2026-10-19
Accelerate Investment Advisors LLC
10,907$390.4K0.2%ETFLowAliso Viejo, CA2026-11-02
Cambridge Investment Research Advisors, Inc.
10,460$3740.0%ETFLowFairfield, IA2026-11-02
Apeiron RIA LLC
10,076$356.1K0.1%ETFMediumDallas, TX2026-10-08
Patriot Financial Group Insurance Agency, LLC
10,045$359.5K0.0%GrowthLowWalpole, MA2026-10-14
Moneco Advisors, LLC
7,865$281.5K0.0%ETFLowFairfield, CT2026-11-05
Pinnacle Wealth Planning Services, Inc.
6,450$230.8K0.0%GARPLowMansfield, OH2026-10-27
Meriwether Wealth & Planning, LLC
4,450$159.3K0.1%ETFMediumMinden, LA2026-10-13
Rossby Financial, LCC
3,151$112.8K0.0%ETFMediumMelbourne, FL2026-11-05
Silver Grove Financial Group, Inc.
3,116$111.5K0.1%CoreMediumOrchard Park, NY2026-11-05
Whipplewood Advisors, LLC
1,910$68.4K0.0%ETFLowLittleton, CO2026-10-20
Farther Finance Advisors, LLC
1,862$66.6K0.0%IndexLowSan Francisco, CA2026-10-08
US Bancorp \de\
588$21.0K0.0%IndexLowMinneapolis, MN2026-11-05
Provenance Wealth Advisors, LLC
338$12.1K0.0%ETFLowFort Lauderdale, FL2026-10-30
Assetmark, Inc
78$2.8K0.0%ETFLowConcord, CA2026-10-21