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SEI HY BND&ALT Crdt (LEND)

CUSIP: 81589A874 | NYSE | 97 institutional holders

Quarters

Q3 2026Q2 2026
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Institutional Holders — Q3 2026

Summit Wealth Group LLC / Co470,701
0.7% of portfolio›$11.4M
Wealth Enhancement Advisory Services, LLC228,544
0.0% of portfolio›$5.5M
Turning Point Benefit Group, Inc.167,852
1.7% of portfolio›$4.1M
LPL Financial LLC145,768
0.0% of portfolio›$3.5M
Merit Financial Group, LLC102,917
0.0% of portfolio›$2.5M
Bank of New York Mellon Corp94,295
0.0% of portfolio›$2.3M
Savant Capital, LLC75,865
0.0% of portfolio›$1.8M
Commonwealth Equity Services, LLC69,287
0.0% of portfolio›$1.7M
Cora Capital Advisors LLC63,083
0.4% of portfolio›$1.5M
Retirement Investment Advisors, Inc.57,843
0.1% of portfolio›$1.4M
Perigon Wealth Management, LLC47,776
0.0% of portfolio›$1.2M
Stephenson & Company, Inc.44,173
0.5% of portfolio›$1.1M
Whipplewood Advisors, LLC38,359
0.6% of portfolio›$928.8K
Diversified Enterprises, LLC35,467
0.0% of portfolio›$858.8K
Meriwether Wealth & Planning, LLC32,900
0.4% of portfolio›$796.6K
LexAurum Advisors, LLC32,020
0.1% of portfolio›$775.3K
Csenge Advisory Group31,268
0.0% of portfolio›$757.1K
Stewardship Advisors, LLC30,860
0.2% of portfolio›$747.2K
BCO Wealth Management LLC21,598
0.3% of portfolio›$523.0K
Lynx Investment Advisory20,569
0.2% of portfolio›$498.1K
Patriot Financial Group Insurance Agency, LLC19,767
0.0% of portfolio›$478.6K
Independent Wealth Network Inc.18,785
0.1% of portfolio›$454.9K
United Advisor Group, LLC17,912
0.0% of portfolio›$433.7K
Apella Capital, LLC16,015
0.0% of portfolio›$386.8K
BlueChip Wealth Advisors LLC15,087
0.1% of portfolio›$365.3K
Cambridge Investment Research Advisors, Inc.14,995
0.0% of portfolio›$363
Pinnacle Wealth Planning Services, Inc.13,297
0.0% of portfolio›$322.0K
K2 Financial Inc.12,584
0.2% of portfolio›$304.1K
WPG Advisers, LLC12,497
0.2% of portfolio›$302.6K
Kestra Advisory Services, LLC10,923
0.0% of portfolio›$264.5K
TCP Asset Management, LLC10,310
0.0% of portfolio›$250.2K
WMG Financial Advisors, LLC9,363
0.1% of portfolio›$235.7K
RFG Advisory, LLC9,251
0.0% of portfolio›$224.0K
Moneco Advisors, LLC9,095
0.0% of portfolio›$220.2K
Apeiron RIA LLC8,724
0.0% of portfolio›$211.5K
Capital Investment Advisory Services, LLC7,187
0.0% of portfolio›$174.7K
Rossby Financial, LCC4,787
0.0% of portfolio›$115.9K
IFP Advisors, Inc4,278
0.0% of portfolio›$103.6K
Silver Grove Financial Group, Inc.2,386
0.0% of portfolio›$57.8K
Farther Finance Advisors, LLC1,884
0.0% of portfolio›$45.6K
Salomon & Ludwin, LLC1,742
0.0% of portfolio›$42.2K
Jacobi Capital Management LLC1,386
0.0% of portfolio›$33.6K
Cornerstone National Bank & Trust Co745
0.0% of portfolio›$18.1K
Provenance Wealth Advisors, LLC594
0.0% of portfolio›$14.4K
Allworth Financial LP460
0.0% of portfolio›$11.6K
Private Wealth Management Group, LLC429
0.0% of portfolio›$10.4K
Cape Investment Advisory, Inc.241
0.0% of portfolio›$5.8K
Golden State Wealth Management, LLC203
0.0% of portfolio›$4.9K
Assetmark, Inc95
0.0% of portfolio›$2.3K
Fortis Group Advisors, LLC59
0.0% of portfolio›$1.4K
Signaturefd, LLC42
0.0% of portfolio›$1.0K
CoreCap Advisors, LLC8
0.0% of portfolio›$198
StyleTurnoverLocationFiled
Summit Wealth Group LLC / Co
470,701$11.4M0.7%ETFHighColorado Springs, CO2026-10-29
Wealth Enhancement Advisory Services, LLC
228,544$5.5M0.0%CoreLowPlymouth, MN2026-10-13
Turning Point Benefit Group, Inc.
167,852$4.1M1.7%ETFMediumFrederick, MD2026-10-28
LPL Financial LLC
145,768$3.5M0.0%IndexVery LowFort Mill, SC2026-11-06
Merit Financial Group, LLC
102,917$2.5M0.0%ETFLowAlpharetta, GA2026-11-06
Bank of New York Mellon Corp
94,295$2.3M0.0%CoreLowNew York, NY2026-11-05
Savant Capital, LLC
75,865$1.8M0.0%IndexVery LowRockford, IL2026-11-06
Commonwealth Equity Services, LLC
69,287$1.7M0.0%ETFLowWaltham, MA2026-11-02
Cora Capital Advisors LLC
63,083$1.5M0.4%ETFLowMarlton, NJ2026-11-02
Retirement Investment Advisors, Inc.
57,843$1.4M0.1%ETFVery LowOklahoma City, OK2026-10-22
Perigon Wealth Management, LLC
47,776$1.2M0.0%GrowthLowSan Francisco, CA2026-10-22
Stephenson & Company, Inc.
44,173$1.1M0.5%ETFVery LowSan Clemente, CA2026-10-30
Whipplewood Advisors, LLC
38,359$928.8K0.6%ETFLowLittleton, CO2026-10-20
Diversified Enterprises, LLC
35,467$858.8K0.0%ETFVery LowWilmington, DE2026-10-19
Meriwether Wealth & Planning, LLC
32,900$796.6K0.4%ETFMediumMinden, LA2026-10-13
LexAurum Advisors, LLC
32,020$775.3K0.1%ETFLowOverland Park, KS2026-10-19
Csenge Advisory Group
31,268$757.1K0.0%ETFMediumClearwater, FL2026-11-04
Stewardship Advisors, LLC
30,860$747.2K0.2%ETFMediumMount Joy, PA2026-10-20
BCO Wealth Management LLC
21,598$523.0K0.3%ETFLowCarlsbad, NM2026-10-14
Lynx Investment Advisory
20,569$498.1K0.2%ETFLowWashington, Dc, DC2026-10-27
Patriot Financial Group Insurance Agency, LLC
19,767$478.6K0.0%GrowthLowWalpole, MA2026-10-14
Independent Wealth Network Inc.
18,785$454.9K0.1%ETFMediumUrbandale, IA2026-10-19
United Advisor Group, LLC
17,912$433.7K0.0%ETFLowCincinnati, OH2026-11-03
Apella Capital, LLC
16,015$386.8K0.0%ETFVery LowWest Hartford, CT2026-10-08
BlueChip Wealth Advisors LLC
15,087$365.3K0.1%ETFMediumMilton, GA2026-11-03
Cambridge Investment Research Advisors, Inc.
14,995$3630.0%ETFLowFairfield, IA2026-11-02
Pinnacle Wealth Planning Services, Inc.
13,297$322.0K0.0%GARPLowMansfield, OH2026-10-27
K2 Financial Inc.
12,584$304.1K0.2%ETFLowGlendora, CA2026-10-26
WPG Advisers, LLC
12,497$302.6K0.2%CoreLowBaltimore, MD2026-10-27
Kestra Advisory Services, LLC
10,923$264.5K0.0%CoreLowAustin, TX2026-11-02
TCP Asset Management, LLC
10,310$250.2K0.0%ETFLowUpper Arlington, OH2026-10-14
WMG Financial Advisors, LLC
9,363$235.7K0.1%ETFLowKnoxville, TN2026-10-28
RFG Advisory, LLC
9,251$224.0K0.0%ETFMediumBirmingham, AL2026-11-03
Moneco Advisors, LLC
9,095$220.2K0.0%ETFLowFairfield, CT2026-11-05
Apeiron RIA LLC
8,724$211.5K0.0%ETFMediumDallas, TX2026-10-08
Capital Investment Advisory Services, LLC
7,187$174.7K0.0%CoreMediumRaleigh, NC2026-10-30
Rossby Financial, LCC
4,787$115.9K0.0%ETFMediumMelbourne, FL2026-11-05
IFP Advisors, Inc
4,278$103.6K0.0%GrowthLowTampa, FL2026-10-16
Silver Grove Financial Group, Inc.
2,386$57.8K0.0%CoreMediumOrchard Park, NY2026-11-05
Farther Finance Advisors, LLC
1,884$45.6K0.0%IndexLowSan Francisco, CA2026-10-08
Salomon & Ludwin, LLC
1,742$42.2K0.0%ETFVery LowRichmond, VA2026-10-29
Jacobi Capital Management LLC
1,386$33.6K0.0%CoreLowPittston, PA2026-11-05
Cornerstone National Bank & Trust Co
745$18.1K0.0%ETFMediumPalatine, IL2026-10-20
Provenance Wealth Advisors, LLC
594$14.4K0.0%ETFLowFort Lauderdale, FL2026-10-30
Allworth Financial LP
460$11.6K0.0%IndexLowFolsom, CA2026-11-06
Private Wealth Management Group, LLC
429$10.4K0.0%ETFLowPrinceton, NJ2026-10-19
Cape Investment Advisory, Inc.
241$5.8K0.0%ETFLowMcdonough, GA2026-10-13
Golden State Wealth Management, LLC
203$4.9K0.0%ETFMediumSanta Ana, CA2026-11-02
Assetmark, Inc
95$2.3K0.0%ETFLowConcord, CA2026-10-21
Fortis Group Advisors, LLC
59$1.4K0.0%ETFHighWestwood, NJ2026-11-06
Signaturefd, LLC
42$1.0K0.0%IndexLowAtlanta, GA2026-10-23
CoreCap Advisors, LLC
8$1980.0%ETFMediumSouthfield, MI2026-10-08