Among active 13F managers last quarter, 4 opened and 11 added, while 8 reduced; the largest holder to move was 3EDGE Asset Management, LP (+157%). No recent Form 4 insider filings for SEIE.
Funds lean in and no leg opposes.
41 tracked 13F filers disclose a position in SEIE as of the latest SEC 13F filings, a combined $188.5M in reported value. Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.
| # | Fund | Shares | Position value | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | Summit Wealth Group LLC / Co | 2.7M | $94.8M | ▲+13% Added · +302K sh | Q2 2026 | |
| 2 | S&T Bank | 586K | $20.8M | ▲+11% Added · +59K sh | Q2 2026 | |
| 3 | 3EDGE Asset Management, LP | 561K | $19.9M | ▲+157% Added · +342K sh | Q2 2026 | |
| 4 | Jane Street Group, LLC | 189K | $6.2M | ▲New +189K sh | Q1 2026 | |
| 5 | Compass Capital Corp /Ma | 180K | $6.7M | ▲+3.6% Added · +6K sh | Q2 2026 | |
| 6 | Sei Investments Co | 175K | $5.7M | ▲New +175K sh | Q1 2026 | |
| 7 | Osaic Holdings, Inc. | 161K | $5.3M | ▼−93% Reduced · −2.2M sh | Q1 2026 | |
| 8 | Merit Financial Group, LLC | 151K | $5.4M | ▲14× Added · +140K sh | Q2 2026 | |
| 9 | Apella Capital, LLC | 98K | $3.5M | ▼−17% Reduced · −20K sh | Q2 2026 | |
| 10 | Perigon Wealth Management, LLC | 72K | $2.5M | ▼−0.6% Reduced · −415 sh | Q2 2026 | |
| 11 | Petra Financial Advisors Inc | 63K | $2.3M | ▲New +63K sh | Q2 2026 | |
| 12 | Wealth Enhancement Advisory Services, LLC | 52K | $1.9M | ▲+1.2% Added · +625 sh | Q2 2026 | |
| 13 | Lynx Investment Advisory | 40K | $1.4M | ▼−2.6% Reduced · −1K sh | Q2 2026 | |
| 14 | Citadel Advisors LLC | 39K | $1.4M | ▼−1.1% Reduced · −419 sh | Q2 2026 | |
| 15 | OneAscent Financial Services LLC | 38K | $1.3M | ▲+1.1% Added · +395 sh | Q2 2026 | |
| 16 | Diversified Enterprises, LLC | 35K | $1.3M | ▼−0.2% Reduced · −58 sh | Q2 2026 | |
| 17 | LexAurum Advisors, LLC | 28K | $1.0M | ▼−2.6% Reduced · −776 sh | Q2 2026 | |
| 18 | Cora Capital Advisors LLC | 25K | $888K | ▼−1.3% Reduced · −332 sh | Q2 2026 | |
| 19 | United Advisor Group, LLC | 23K | $817K | ▲+9.5% Added · +2K sh | Q2 2026 | |
| 20 | Global Retirement Partners, LLC | 21K | $743K | ▲+159% Added · +13K sh | Q2 2026 | |
| 21 | Stewardship Advisors, LLC | 20K | $726K | ▲+3.5% Added · +691 sh | Q2 2026 | |
| 22 | Apeiron RIA LLC | 16K | $791K | ▲+51% Added · +5K sh | Q2 2026 | |
| 23 | Ameriflex Group, Inc. | 13K | $449K | ▲New +13K sh | Q2 2026 | |
| 24 | Accelerate Investment Advisors LLC | 11K | $387K | —Held | Q2 2026 | |
| 25 | Patriot Financial Group Insurance Agency, LLC | 10K | $362K | ▼−50% Reduced · −10K sh | Q2 2026 |
Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.
Last quarter, 4 funds opened a new position in SEIE and 11 added to an existing one, while 8 reduced. Based on 13F filings from active, signal-eligible managers (passive index funds and other mechanical holders are excluded from this count).
| Company | Co-held by | Their position there |
|---|---|---|
| Ishares Core S&P 500 ETFIVV | 24 funds | $14.3B |
| Vanguard S&P 500 ETFVOO | 24 funds | $1.0B |
| SS SPDR S&P 500 ETF Trust-USSPY | 24 funds | $933.1M |
| Nvidia CorpNVDA | 23 funds | $7.4B |
| Apple IncAAPL | 23 funds | $6.4B |
| Amazon.com IncAMZN | 23 funds | $5.5B |
| Microsoft CorpMSFT | 23 funds | $4.7B |
| Alphabet Inc-CL CGOOG | 23 funds | $2.9B |
| Alphabet Inc-CL AGOOGL | 23 funds | $2.8B |
| Meta Platforms Inc-Class AMETA | 23 funds | $2.0B |
| JPMorgan Chase & CoJPM | 23 funds | $1.4B |
| Tesla IncTSLA | 23 funds | $1.3B |
Ranked by how many of SEIE's tracked holders also hold each name. The last column is those co-holders' combined reported position in that name, not in SEIE.
No open-market insider transactions on file yet. Grants, gifts, and exercises live on the full insider page.
Where institutional funds (13F), corporate insiders (Form 4) and US House members (STOCK Act) are buying or selling the same name in the same window. Green is buying, red is selling.
Insiders and Congress: last 180 days. Funds: latest 13F, top 100 holders incl. passive
| Source | Buying | Selling | Net |
|---|---|---|---|
13F funds Top 100 holders by value, passive included; the hero counts active managers only | 14 | 15 | – |
Insiders Form 4 open-market | 0 | 0 | $0 |
US House STOCK Act trades | 0 | 0 | $0 |
Capital Rotation reports where institutional capital disclosed rotating, as of the latest public SEC 13F filings. It is data, not investment advice, a recommendation, or a prediction. Filings lag about 45 days and cover long US equity positions only. Past disclosed flows do not indicate future prices. Do your own research; consult a licensed advisor.
| Class | 13F holders | Value held |
|---|---|---|
| SEIVmc | 72 funds | $903.1M |
| SEIMmc | 68 funds | $917.2M |
| LENDmc | 65 funds | $57.1M |
| SEIQmc | 57 funds | $423.8M |
| SEIEthis pageSELECT INTL EQUI | 41 funds | $188.5M |
| SELVQIM US LARGE VOL | 40 funds | $158.1M |
| SEEMSELECT EMERGING | 38 funds | $161.8M |
| QALTMULTI-STRATEGY ALTERNATIVE ETF | 35 funds | $20.7M |
Same issuer, multiple share classes. The consensus leaderboards count this company once across all classes; this is the per-class detail.
No filings captured for this ticker in the live stream yet.
Connected entities for SEIE
This stock page is the public Follow view. For one current, evidence-backed answer, use capital_change_brief through REST or MCP. It compares tracked 13F changes with qualifying Form 4 activity and cites the SEC evidence.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/stocks/SEIE/capital-change-brief"
Use Arkolith's capital_change_brief for SEIE. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
13F holdings + Form 4 insider transactions + end-of-day price history + the live filing stream, joined for SEIE. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.