SEI Select Small Cap ETF (SEIS)

ETF ยท Nasdaq

SEI Select Small Cap ETF (SEIS) is an exchange-traded fund listed on Nasdaq, where it has traded since October 8, 2024.

Type
Exchange-traded fund
Listed On
Nasdaq
Listed Since
October 8, 2024

Institutional ownership

In 13F filings for the quarter ended June 30, 2026, 35 institutions reported holding SEIS, with 3.1 million shares worth $102.6 million in aggregate. The largest reported holder was Summit Wealth Group LLC, with 1.9 million shares worth $63.0 million. Of the 5 largest holders listed below, 4 added shares and 1 reduced its position during the quarter.

InstitutionSharesValueQuarter change
Summit Wealth Group LLC1,879,466$63MAdded 11.76%
S&T Bank344,912$12MAdded 11.16%
Sei Investments199,940$7MAdded 62.81%
Osaic Holdings105,974$4MReduced 9.56%
Merit Financial Group102,964$3MAdded 240.85%

Form 13F is a quarterly report that institutional investment managers with at least $100 million in qualifying securities file with the SEC. It lists long positions as of the last day of the quarter and is due within 45 days of quarter end, so these holdings describe that date rather than today.

Frequently asked questions

What is SEIS?

SEI Select Small Cap ETF (SEIS) is an exchange-traded fund listed on Nasdaq, where it has traded since October 8, 2024.

Who are the largest institutional holders of SEIS?

In 13F filings for the quarter ended June 30, 2026, the largest reported holders of SEIS were Summit Wealth Group LLC, S&T Bank and Sei Investments.

How many institutions own SEIS?

35 institutions reported a position in SEIS for the quarter ended June 30, 2026, worth $102.6 million in total.

Did institutions buy or sell SEIS last quarter?

Of the 5 largest reported holders, 4 added shares and 1 reduced its position during the quarter. Every reported holder and its change is on the SentiSense ownership page for SEIS.

Every reported institutional holder, plus insider and congressional trades in SEIS, on SentiSense.