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SEI Select Intl Equity (SEIE)

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
Shares4,354,778 from 2,672,072
Change+1,682,706 (+63%)
Value$155.9M (+$61.0M)
Filed 2026-10-29
3Edge Asset Management, LP
INCREASED
Shares659,228 from 560,531
Change+98,697 (+18%)
Value$23.6M (+$3.7M)
Filed 2026-10-30
Merit Financial Group, LLC
DECREASED
Shares144,575 from 150,926
Change-6,351 (-4%)
Value$5.2M (-$182.2K)
Filed 2026-11-06
Apella Capital, LLC
DECREASED
Shares85,232 from 98,120
Change-12,888 (-13%)
Value$3.0M (-$482.1K)
Filed 2026-10-08
Wealth Enhancement Advisory Services, LLC
INCREASED
Shares78,774 from 52,181
Change+26,593 (+51%)
Value$2.8M (+$909.8K)
Filed 2026-10-13
Perigon Wealth Management, LLC
DECREASED
Shares67,458 from 71,643
Change-4,185 (-6%)
Value$2.4M (-$128.4K)
Filed 2026-10-22
Lynx Investment Advisory
DECREASED
Shares39,481 from 40,241
Change-760 (-2%)
Value$1.4M (-$15.2K)
Filed 2026-10-27
Diversified Enterprises, LLC
INCREASED
Shares38,779 from 35,276
Change+3,503 (+10%)
Value$1.4M (+$135.9K)
Filed 2026-10-19
LexAurum Advisors, LLC
DECREASED
Shares28,126 from 28,441
Change-315 (-1%)
Value$1.0M (-$2.8K)
Filed 2026-10-19
Cora Capital Advisors LLC
DECREASED
Shares25,008 from 25,021
Change-13 (0%)
Value$895.0K (+$7.0K)
Filed 2026-11-02
United Advisor Group, LLC
DECREASED
Shares22,068 from 23,020
Change-952 (-4%)
Value$789.8K (-$27.2K)
Filed 2026-11-03
Stewardship Advisors, LLC
INCREASED
Shares21,274 from 20,446
Change+828 (+4%)
Value$761.4K (+$35.7K)
Filed 2026-10-20
LPL Financial LLC
INCREASED
Shares15,056 from 12,338
Change+2,718 (+22%)
Value$538.9K (+$101.0K)
Filed 2026-11-06
First National Trust Co
NEW
Shares13,867
Change+13,867
Value$496.3K
Filed 2026-10-28
Independent Wealth Network Inc.
NEW
Shares10,933
Change+10,933
Value$391.3K
Filed 2026-10-19
Accelerate Investment Advisors LLC
UNCHANGED
Shares10,907 from 10,907
Change0 (0%)
Value$390.4K (+$3.3K)
Filed 2026-11-02
Cambridge Investment Research Advisors, Inc.
INCREASED
Shares10,460 from 6,306
Change+4,154 (+66%)
Value$374 (-$223.6K)
Filed 2026-11-02
Apeiron RIA LLC
DECREASED
Shares10,076 from 15,573
Change-5,497 (-35%)
Value$356.1K (-$434.5K)
Filed 2026-10-08
Patriot Financial Group Insurance Agency, LLC
DECREASED
Shares10,045 from 10,187
Change-142 (-1%)
Value$359.5K (-$2.0K)
Filed 2026-10-14
Moneco Advisors, LLC
DECREASED
Shares7,865 from 7,908
Change-43 (-1%)
Value$281.5K (+$823)
Filed 2026-11-05
Pinnacle Wealth Planning Services, Inc.
DECREASED
Shares6,450 from 6,547
Change-97 (-1%)
Value$230.8K (-$1.5K)
Filed 2026-10-27
Meriwether Wealth & Planning, LLC
NEW
Shares4,450
Change+4,450
Value$159.3K
Filed 2026-10-13
Rossby Financial, LCC
INCREASED
Shares3,151 from 2,895
Change+256 (+9%)
Value$112.8K (+$10.0K)
Filed 2026-11-05
Silver Grove Financial Group, Inc.
NEW
Shares3,116
Change+3,116
Value$111.5K
Filed 2026-11-05
Whipplewood Advisors, LLC
UNCHANGED
Shares1,910 from 1,910
Change0 (0%)
Value$68.4K (+$571)
Filed 2026-10-20
Farther Finance Advisors, LLC
NEW
Shares1,862
Change+1,862
Value$66.6K
Filed 2026-10-08
US Bancorp \de\
NEW
Shares588
Change+588
Value$21.0K
Filed 2026-11-05
Provenance Wealth Advisors, LLC
NEW
Shares338
Change+338
Value$12.1K
Filed 2026-10-30
Assetmark, Inc
UNCHANGED
Shares78 from 78
Change0 (0%)
Value$2.8K (+$24)
Filed 2026-10-21
Traynor Capital Management, Inc.
CLOSED
Shares0 from 7,789
Change-7,789 (-100%)
Value$0 (-$276.4K)
Filed 2026-10-29
Bright Futures Wealth Management, Llc.
CLOSED
Shares0 from 6,430
Change-6,430 (-100%)
Value$0 (-$228.2K)
Filed 2026-10-23
S&T Bank
N/A
Shares— from 586,454
Change-586,454 (-100%)
Value—
SEI Investments Co
N/A
Shares— from 373,398
Change-373,398 (-100%)
Value—
Compass Capital Corp
N/A
Shares— from 179,844
Change-179,844 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 159,812
Change-159,812 (-100%)
Value—
Petra Financial Advisors Inc
N/A
Shares— from 63,466
Change-63,466 (-100%)
Value—
Flow Traders U.S. LLC
N/A
Shares— from 41,159
Change-41,159 (-100%)
Value—
Citadel Advisors LLC
N/A
Shares— from 39,186
Change-39,186 (-100%)
Value—
OneAscent Financial Services LLC
N/A
Shares— from 37,920
Change-37,920 (-100%)
Value—
Jane Street Group, LLC
N/A
Shares— from 31,879
Change-31,879 (-100%)
Value—
Global Retirement Partners, LLC
N/A
Shares— from 20,930
Change-20,930 (-100%)
Value—
Ameriflex Group, Inc.
N/A
Shares— from 12,658
Change-12,658 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 12,062
Change-12,062 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 9,460
Change-9,460 (-100%)
Value—
IFG Advisory, LLC
N/A
Shares— from 6,722
Change-6,722 (-100%)
Value—
BFC Planning, Inc.
N/A
Shares— from 1,770
Change-1,770 (-100%)
Value—
NewEdge Advisors, LLC
N/A
Shares— from 1,601
Change-1,601 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 1,376
Change-1,376 (-100%)
Value—
Jones Financial Companies Lllp
N/A
Shares— from 286
Change-286 (-100%)
Value—
Ross\johnson & Associates LLC
N/A
Shares— from 187
Change-187 (-100%)
Value—
Ameritas Advisory Services, LLC
N/A
Shares— from 172
Change-172 (-100%)
Value—
Harbour Investments, Inc.
N/A
Shares— from 153
Change-153 (-100%)
Value—
UBS Group AG
N/A
Shares— from 44
Change-44 (-100%)
Value—
Status
Summit Wealth Group LLC / Co
INCREASED4,354,7782,672,072+1,682,706+63%$94.8M$155.9M+$61.0M2026-10-29
3Edge Asset Management, LP
INCREASED659,228560,531+98,697+18%$19.9M$23.6M+$3.7M2026-10-30
Merit Financial Group, LLC
DECREASED144,575150,926-6,351-4%$5.4M$5.2M-$182.2K2026-11-06
Apella Capital, LLC
DECREASED85,23298,120-12,888-13%$3.5M$3.0M-$482.1K2026-10-08
Wealth Enhancement Advisory Services, LLC
INCREASED78,77452,181+26,593+51%$1.9M$2.8M+$909.8K2026-10-13
Perigon Wealth Management, LLC
DECREASED67,45871,643-4,185-6%$2.5M$2.4M-$128.4K2026-10-22
Lynx Investment Advisory
DECREASED39,48140,241-760-2%$1.4M$1.4M-$15.2K2026-10-27
Diversified Enterprises, LLC
INCREASED38,77935,276+3,503+10%$1.3M$1.4M+$135.9K2026-10-19
LexAurum Advisors, LLC
DECREASED28,12628,441-315-1%$1.0M$1.0M-$2.8K2026-10-19
Cora Capital Advisors LLC
DECREASED25,00825,021-130%$888.0K$895.0K+$7.0K2026-11-02
United Advisor Group, LLC
DECREASED22,06823,020-952-4%$817.0K$789.8K-$27.2K2026-11-03
Stewardship Advisors, LLC
INCREASED21,27420,446+828+4%$725.7K$761.4K+$35.7K2026-10-20
LPL Financial LLC
INCREASED15,05612,338+2,718+22%$437.9K$538.9K+$101.0K2026-11-06
First National Trust Co
NEW13,867—+13,867——$496.3K—2026-10-28
Independent Wealth Network Inc.
NEW10,933—+10,933——$391.3K—2026-10-19
Accelerate Investment Advisors LLC
UNCHANGED10,90710,90700%$387.1K$390.4K+$3.3K2026-11-02
Cambridge Investment Research Advisors, Inc.
INCREASED10,4606,306+4,154+66%$224.0K$374-$223.6K2026-11-02
Apeiron RIA LLC
DECREASED10,07615,573-5,497-35%$790.7K$356.1K-$434.5K2026-10-08
Patriot Financial Group Insurance Agency, LLC
DECREASED10,04510,187-142-1%$361.6K$359.5K-$2.0K2026-10-14
Moneco Advisors, LLC
DECREASED7,8657,908-43-1%$280.7K$281.5K+$8232026-11-05
Pinnacle Wealth Planning Services, Inc.
DECREASED6,4506,547-97-1%$232.4K$230.8K-$1.5K2026-10-27
Meriwether Wealth & Planning, LLC
NEW4,450—+4,450——$159.3K—2026-10-13
Rossby Financial, LCC
INCREASED3,1512,895+256+9%$102.7K$112.8K+$10.0K2026-11-05
Silver Grove Financial Group, Inc.
NEW3,116—+3,116——$111.5K—2026-11-05
Whipplewood Advisors, LLC
UNCHANGED1,9101,91000%$67.8K$68.4K+$5712026-10-20
Farther Finance Advisors, LLC
NEW1,862—+1,862——$66.6K—2026-10-08
US Bancorp \de\
NEW588—+588——$21.0K—2026-11-05
Provenance Wealth Advisors, LLC
NEW338—+338——$12.1K—2026-10-30
Assetmark, Inc
UNCHANGED787800%$2.8K$2.8K+$242026-10-21
Traynor Capital Management, Inc.
CLOSED07,789-7,789-100%$276.4K$0-$276.4K2026-10-29
Bright Futures Wealth Management, Llc.
CLOSED06,430-6,430-100%$228.2K$0-$228.2K2026-10-23
S&T Bank
N/A—586,454-586,454-100%$20.8M———
SEI Investments Co
N/A—373,398-373,398-100%$13.3M———
Compass Capital Corp
N/A—179,844-179,844-100%$6.7M———
Osaic Holdings, Inc.
N/A—159,812-159,812-100%$5.7M———
Petra Financial Advisors Inc
N/A—63,466-63,466-100%$2.3M———
Flow Traders U.S. LLC
N/A—41,159-41,159-100%$1.5M———
Citadel Advisors LLC
N/A—39,186-39,186-100%$1.4M———
OneAscent Financial Services LLC
N/A—37,920-37,920-100%$1.3M———
Jane Street Group, LLC
N/A—31,879-31,879-100%$1.1M———
Global Retirement Partners, LLC
N/A—20,930-20,930-100%$742.8K———
Ameriflex Group, Inc.
N/A—12,658-12,658-100%$449.2K———
Royal Bank of Canada
N/A—12,062-12,062-100%$428.0K———
Cetera Investment Advisers
N/A—9,460-9,460-100%$335.7K———
IFG Advisory, LLC
N/A—6,722-6,722-100%$238.6K———
BFC Planning, Inc.
N/A—1,770-1,770-100%$62.8K———
NewEdge Advisors, LLC
N/A—1,601-1,601-100%$56.8K———
Morgan Stanley
N/A—1,376-1,376-100%$48.8K———
Jones Financial Companies Lllp
N/A—286-286-100%$10.1K———
Ross\johnson & Associates LLC
N/A—187-187-100%$6.6K———
Ameritas Advisory Services, LLC
N/A—172-172-100%$6.1K———
Harbour Investments, Inc.
N/A—153-153-100%$5.4K———
UBS Group AG
N/A—44-44-100%$1.6K———
Showing 53 of 53 institutions