Among active 13F managers last quarter, 3 opened and 18 added, while 8 reduced; the largest holder to move was Ignite Planners, LLC (+2.5%).
66 tracked 13F filers disclose a position in SEIX as of the latest SEC 13F filings, a combined $110.6M 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 | Destiny Wealth Partners, LLC | 583K | $13.5M | ▼−21% Reduced · −156K sh | Q2 2026 | |
| 2 | Envestnet Asset Management Inc | 443K | $10.2M | ▲+7.0% Added · +29K sh | Q1 2026 | |
| 3 | AE Wealth Management LLC | 392K | $9.0M | ▼−9.4% Reduced · −41K sh | Q1 2026 | |
| 4 | Virtus Fixed Income Advisers, LLC | 387K | $8.9M | —Held | Q2 2026 | |
| 5 | Ignite Planners, LLC | 367K | $8.5M | ▲+2.5% Added · +9K sh | Q2 2026 | |
| 6 | AdvisorNet Financial, Inc | 300K | $6.9M | ▲+19% Added · +49K sh | Q2 2026 | |
| 7 | Navis Wealth Advisors, LLC | 204K | $4.7M | ▲New +204K sh | Q2 2026 | |
| 8 | Tower Research Capital LLC (TRC) | 192K | $4.4M | ▲+196% Added · +127K sh | Q1 2026 | |
| 9 | Foundations Investment Advisors, LLC | 191K | $4.4M | ▼−12% Reduced · −26K sh | Q2 2026 | |
| 10 | Illumine Investment Management, LLC | 166K | $3.8M | ▲+2.0% Added · +3K sh | Q1 2026 | |
| 11 | Cetera Investment Advisers | 153K | $3.5M | ▲+1.4% Added · +2K sh | Q1 2026 | |
| 12 | Cassady Wealth & Retirement Planning, LLC | 123K | $2.8M | ▲+20% Added · +20K sh | Q2 2026 | |
| 13 | Kovack Advisors, Inc. | 85K | $2.0M | ▲+365% Added · +67K sh | Q2 2026 | |
| 14 | Stratos Wealth Advisors, LLC | 75K | $1.7M | ▲+11% Added · +7K sh | Q2 2026 | |
| 15 | Western Wealth Management, LLC | 75K | $1.7M | ▲New +75K sh | Q2 2026 | |
| 16 | Resolute Capital, LLC | 72K | $1.7M | ▲+32% Added · +17K sh | Q2 2026 | |
| 17 | Sheets Smith Wealth Management | 58K | $1.4M | ▲+0.2% Added · +95 sh | Q2 2026 | |
| 18 | Creative Planning | 57K | $1.3M | ▼−1.9% Reduced · −1K sh | Q1 2026 | |
| 19 | OxenFree Capital LLC | 46K | $1.1M | ▲+14% Added · +6K sh | Q2 2026 | |
| 20 | UMB Bank, n.a. | 46K | $1.1M | —Held | Q2 2026 | |
| 21 | LPL Financial LLC | 44K | $1.0M | ▲+126% Added · +25K sh | Q1 2026 | |
| 22 | Argent Trust Co | 44K | $1.0M | ▲+23% Added · +8K sh | Q2 2026 | |
| 23 | Drake & Associates, LLC | 42K | $969K | ▼−2.0% Reduced · −880 sh | Q2 2026 | |
| 24 | Pasadena Private Wealth, LLC | 41K | $959K | ▲New +41K sh | Q2 2026 | |
| 25 | James Investment Research, Inc. | 41K | $956K | ▲+21% Added · +7K 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, 3 funds opened a new position in SEIX and 18 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 |
|---|---|---|
| Nvidia CorpNVDA | 34 funds | $1.9B |
| Microsoft CorpMSFT | 34 funds | $1.1B |
| Amazon.com IncAMZN | 34 funds | $936.7M |
| Apple IncAAPL | 33 funds | $2.0B |
| JPMorgan Chase & CoJPM | 33 funds | $611.8M |
| SS SPDR S&P 500 ETF Trust-USSPY | 32 funds | $1.1B |
| Invesco QQQ Trust Series 1QQQ | 32 funds | $974.9M |
| Alphabet Inc-CL AGOOGL | 32 funds | $885.3M |
| Micron Technology IncMU | 32 funds | $615.1M |
| Meta Platforms Inc-Class AMETA | 32 funds | $379.3M |
| Broadcom IncAVGO | 31 funds | $644.1M |
| Alphabet Inc-CL CGOOG | 31 funds | $583.8M |
Ranked by how many of SEIX's tracked holders also hold each name. The last column is those co-holders' combined reported position in that name, not in SEIX.
| Class | 13F holders | Value held |
|---|---|---|
| SEIXthis pagemc | 66 funds | $110.6M |
| JOETVIRTUS US QLTY | 52 funds | $112.5M |
| VABSNEWFLEET ABS MBS | 13 funds | $104.7M |
| KMIDKAR MID-CAP ETF | 13 funds | $35.8M |
| VSHYVIRTUS NEWFLEET | 11 funds | $27.3M |
| VEMYSTONE HARBOR EMG | 11 funds | $10.6M |
| PCLOSEIX AAA PRIVAAT | 10 funds | $5.1M |
| ASMFALPHASIMPLEX MNG | 7 funds | $20.5M |
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 SEIX
This ETF 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/SEIX/capital-change-brief"
Use Arkolith's capital_change_brief for SEIX. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
13F holdings + quarter-over-quarter ownership changes + end-of-day price history + the live filing stream, joined for SEIX. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.