SEI EXCHANGE TRADED FUNDS (SEIS)

Neutral

Insufficient data to determine institutional momentum.

Data as of Q1 2026

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Institutional Holders

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No collected fundamentals to build a valuation model.

No collected fundamentals for a quality & risk analysis.

No collected fundamentals for a dividends & returns analysis.

No collected fundamentals for a capital-allocation analysis.

No collected fundamentals for a debt & leverage analysis.

Ownership Map

Top 30 institutional holders — bubble size is position value, color is the move since last quarter. Hover any holder for detail.

Size by

Drag any bubble to rearrange · size = dollar value of the position

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Crowding AnalysisCrowded

Holders30of 5,944

Avg: 68

Uncrowded78th percentileCrowded

Institutional Activity

Buy/Sell Ratio0.7x

50th percentile

14 buying20 selling

+5

New

-7

Closed

-710,229

Net shares

Ownership Concentration

Top 5: 88.0%Top 10: 94.7%

SUMMIT WEALTH GROUP LLC /64.0%

S&T BANK/PA11.8%

SEI INVESTMENTS4.7%

OSAIC HOLDINGS,4.5%

COMPASS CAPITAL CORP /MA/ /ADV3.0%

Others (25)12.0%

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Buy / Sell Volume by Quarter

Total shares institutions bought (green) vs sold (red) each quarter across all holders.

Inferred from quarter-over-quarter change in each fund's 13F position (new stakes count as buys, exits as sells). Not tick-level trades.

No sector peer set for this ticker (missing sector classification, or too few peers with collected financials).

Not enough quarter-end price history for a performance view. (Run collect_prices.py for this ticker.)

Institutional Trends (6 Quarters)

No trend data available for this metric.

Conviction-Weighted Ownership

Median weight: 0.02%Avg weight: 0.93%Max: 4.89%High conviction (>1%): 2

SUMMIT WEALTH GROUP LLC /

S&T BANK/PA

SEI INVESTMENTS

OSAIC HOLDINGS,

COMPASS CAPITAL CORP /MA/ /ADV

Apella Capital,

Perigon Wealth Management,

Merit Financial Group,

WEALTH ENHANCEMENT ADVISORY SERVICES,

Lynx Investment Advisory

Crowding AnalysisCrowded

Holders30of 5,944

Avg: 68

Uncrowded78th percentileCrowded

Institutional Activity

Buy/Sell Ratio0.7x

50th percentile

14 buying20 selling

+5

New

-7

Closed

-710,229

Net shares

Ownership Concentration

Top 5: 88.0%Top 10: 94.7%

SUMMIT WEALTH GROUP LLC /64.0%

S&T BANK/PA11.8%

SEI INVESTMENTS4.7%

OSAIC HOLDINGS,4.5%

COMPASS CAPITAL CORP /MA/ /ADV3.0%

Others (25)12.0%

Crowding AnalysisCrowded

Holders30of 5,944

Avg: 68

Uncrowded78th percentileCrowded

Institutional Activity

Buy/Sell Ratio0.7x

50th percentile

14 buying20 selling

+5

New

-7

Closed

-710,229

Net shares

Ownership Concentration

Top 5: 88.0%Top 10: 94.7%

SUMMIT WEALTH GROUP LLC /64.0%

S&T BANK/PA11.8%

SEI INVESTMENTS4.7%

OSAIC HOLDINGS,4.5%

COMPASS CAPITAL CORP /MA/ /ADV3.0%

Others (25)12.0%

Ownership Map

Top 30 institutional holders — bubble size is position value, color is the move since last quarter. Hover any holder for detail.

Size by

Drag any bubble to rearrange · size = dollar value of the position

Ownership Map

Top 30 institutional holders — bubble size is position value, color is the move since last quarter. Hover any holder for detail.

Size by

Drag any bubble to rearrange · size = dollar value of the position