36 tracked 13F filers disclose a position in SEIE as of the latest SEC 13F filings, a combined $159.5M 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 | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | SUMMIT WEALTH GROUP LLC / CO | $94.8M | 2.7M | ▲+13% Added · +302K sh | Q2 2026 | |
| 2 | 3EDGE Asset Management, LP | $19.9M | 561K | ▲+157% Added · +342K sh | Q2 2026 | |
| 3 | JANE STREET GROUP, LLC | $6.2M | 189K | ▲New +189K sh | Q1 2026 | |
| 4 | SEI INVESTMENTS CO | $5.7M | 175K | ▲New +175K sh | Q1 2026 | |
| 5 | OSAIC HOLDINGS, INC. | $5.3M | 161K | ▼−93% Reduced · −2.2M sh | Q1 2026 | |
| 6 | Merit Financial Group, LLC | $5.4M | 151K | ▲14× Added · +140K sh | Q2 2026 | |
| 7 | Apella Capital, LLC | $3.5M | 98K | ▼−17% Reduced · −20K sh | Q2 2026 | |
| 8 | Perigon Wealth Management, LLC | $2.3M | 72K | ▼−4.8% Reduced · −4K sh | Q1 2026 | |
| 9 | PETRA FINANCIAL ADVISORS INC | $2.3M | 63K | ▲New +63K sh | Q2 2026 | |
| 10 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $1.9M | 52K | ▲+1.2% Added · +625 sh | Q2 2026 | |
| 11 | Lynx Investment Advisory | $1.4M | 40K | ▼−2.6% Reduced · −1K sh | Q2 2026 | |
| 12 | CITADEL ADVISORS LLC | $1.3M | 40K | ▲+131% Added · +22K sh | Q1 2026 | |
| 13 | OneAscent Financial Services LLC | $1.2M | 38K | ▼−5.3% Reduced · −2K sh | Q1 2026 | |
| 14 | Diversified Enterprises, LLC | $1.3M | 35K | ▼−0.2% Reduced · −58 sh | Q2 2026 | |
| 15 | LexAurum Advisors, LLC | $1.0M | 28K | ▼−2.6% Reduced · −776 sh | Q2 2026 | |
| 16 | CORA CAPITAL ADVISORS LLC | $888K | 25K | ▼−1.3% Reduced · −332 sh | Q2 2026 | |
| 17 | United Advisor Group, LLC | $817K | 23K | ▲+9.5% Added · +2K sh | Q2 2026 | |
| 18 | Ameritas Advisory Services, LLC | $714K | 22K | ▼−3.6% Reduced · −825 sh | Q1 2026 | |
| 19 | Stewardship Advisors, LLC | $726K | 20K | ▲+3.5% Added · +691 sh | Q2 2026 | |
| 20 | Apeiron RIA LLC | $791K | 16K | ▲+51% Added · +5K sh | Q2 2026 | |
| 21 | Patriot Financial Group Insurance Agency, LLC | $362K | 10K | ▼−50% Reduced · −10K sh | Q2 2026 | |
| 22 | LPL Financial LLC | $312K | 10K | ▲New +10K sh | Q1 2026 | |
| 23 | Traynor Capital Management, Inc. | $276K | 8K | ▲New +8K sh | Q2 2026 | |
| 24 | Csenge Advisory Group | $232K | 7K | ▲+1.0% Added · +72 sh | Q1 2026 | |
| 25 | Cetera Investment Advisers | $222K | 7K | ▲New +7K sh | Q1 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, 3 funds opened a new position in SEIE and 10 added to an existing one, while 7 reduced and 0 exited entirely — 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 | Combined value |
|---|---|---|
| ISHARES CORE S&P 500 ETFIVV | 20 funds | $3.5B |
| ISHARES CORE MSCI EMERGINGIEMG | 20 funds | $933.9M |
| SS SPDR S&P 500 ETF TRUST-USSPY | 20 funds | $794.0M |
| INVESCO QQQ TRUST SERIES 1QQQ | 20 funds | $764.1M |
| NVIDIA CORPNVDA | 19 funds | $8.0B |
| APPLE INCAAPL | 19 funds | $5.4B |
| AMAZON.COM INCAMZN | 19 funds | $4.4B |
| MICROSOFT CORPMSFT | 19 funds | $4.1B |
| ALPHABET INC-CL CGOOG | 19 funds | $2.6B |
| ALPHABET INC-CL AGOOGL | 19 funds | $2.5B |
| META PLATFORMS INC-CLASS AMETA | 19 funds | $2.3B |
| TESLA INCTSLA | 19 funds | $1.5B |
Ranked by how many of SEIE's institutional holders also hold each name, a cross-fund conviction signal.
No open-market insider transactions on file yet. Grants, gifts, and exercises live on the full insider page.
| Class | 13F holders | Value held |
|---|---|---|
| SEIMmc | 54 funds | $881.2M |
| SEIVmc | 54 funds | $867.6M |
| SEIQmc | 45 funds | $408.0M |
| 81589A874mc | 37 funds | $39.4M |
| SEIEthis pageSELECT INTL EQUI | 36 funds | $159.5M |
| SELVQIM US LARGE VOL | 34 funds | $157.7M |
| SEEMSELECT EMERGING | 32 funds | $147.6M |
| QALTN/A | 30 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.