SEIM(SEIM)
SEIM
Institutional Ownership
Top 79 Institutional Holders
| Holder | Shares | Date | Change | % Held |
|---|---|---|---|---|
| SEI INVESTMENTS CO | 12.84M | Jun 30, 26 | -629.34K | 76.80% |
| SUMMIT WEALTH GROUP LLC / CO | 2.65M | Jun 30, 26 | +242.34K | 15.87% |
| Merit Financial Group, LLC | 652.79K | Jun 30, 26 | +77.43K | 3.90% |
| S&T BANK/PA | 400.78K | Jun 30, 26 | +34.17K | 2.40% |
| ENVESTNET ASSET MANAGEMENT INC | 263.27K | Jun 30, 26 | -3.49K | 1.57% |
| TRUIST FINANCIAL CORP | 247.87K | Jun 30, 26 | -4.50K | 1.48% |
| Beacon Pointe Advisors, LLC | 227.45K | Jun 30, 26 | -16.61K | 1.36% |
| K2 Financial Inc. | 98.88K | Jun 30, 26 | -6.07K | 0.59% |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 83.33K | Jun 30, 26 | -1.20K | 0.50% |
| Global Retirement Partners, LLC | 64.66K | Jun 30, 26 | +64.66K | 0.39% |
| Cambridge Investment Research Advisors, Inc. | 59.59K | Jun 30, 26 | +1.47K | 0.36% |
| Meriwether Wealth & Planning, LLC | 55.15K | Jun 30, 26 | +7.50K | 0.33% |
| Csenge Advisory Group | 54.63K | Jun 30, 26 | -4.62K | 0.33% |
| Perigon Wealth Management, LLC | 49.92K | Jun 30, 26 | +16.23K | 0.30% |
| NewEdge Advisors, LLC | 47.71K | Jun 30, 26 | -4.19K | 0.29% |
| Diversified Enterprises, LLC | 41.41K | Jun 30, 26 | -88 | 0.25% |
| Savant Capital, LLC | 40.37K | Jun 30, 26 | +40.37K | 0.24% |
| PETRA FINANCIAL ADVISORS INC | 38.73K | Jun 30, 26 | +38.73K | 0.23% |
| COMPASS CAPITAL CORP /MA/ /ADV | 38.58K | Jun 30, 26 | +4.41K | 0.23% |
| United Advisor Group, LLC | 36.09K | Jun 30, 26 | -2.27K | 0.22% |
| CAHILL FINANCIAL ADVISORS INC | 32.37K | Jun 30, 26 | -3.25K | 0.19% |
| Apella Capital, LLC | 27.81K | Jun 30, 26 | -6.25K | 0.17% |
| Independent Wealth Network Inc. | 22.47K | Jun 30, 26 | +2.25K | 0.13% |
| LPL Financial LLC | 21.27K | Jun 30, 26 | -776 | 0.13% |
| Stewardship Advisors, LLC | 20.91K | Jun 30, 26 | -1.07K | 0.13% |
| Lynx Investment Advisory | 17.66K | Jun 30, 26 | -993 | 0.11% |
| ADVISOR GROUP HOLDINGS, INC. | 15.56K | Jun 30, 26 | -19.21K | 0.09% |
| CITADEL ADVISORS LLC | 15.24K | Jun 30, 26 | -1.60K | 0.09% |
| PRINCIPAL SECURITIES, INC. | 15.19K | Jun 30, 26 | +536 | 0.09% |
| Cetera Investment Advisers | 14.75K | Jun 30, 26 | -5.49K | 0.09% |
| Stratos Wealth Partners, LTD. | 13.72K | Jun 30, 26 | +977 | 0.08% |
| Concurrent Investment Advisors, LLC | 9.70K | Jun 30, 26 | -671 | 0.06% |
| Accelerate Investment Advisors LLC | 7.82K | Jun 30, 26 | -36 | 0.05% |
| ROYAL BANK OF CANADA | 7.75K | Jun 30, 26 | -2.67K | 0.05% |
| LexAurum Advisors, LLC | 7.54K | Jun 30, 26 | -636 | 0.05% |
| Investmark Advisory Group LLC | 7.19K | Jun 30, 26 | +648 | 0.04% |
| MORGAN STANLEY | 6.03K | Jun 30, 26 | -- | 0.04% |
| OneAscent Financial Services LLC | 6.00K | Jun 30, 26 | -149 | 0.04% |
| UBS Group AG | 5.68K | Jun 30, 26 | +91 | 0.03% |
| Lifeworks Advisors, LLC | 5.49K | Jun 30, 26 | +5.49K | 0.03% |
| Valmark Advisers, Inc. | 4.88K | Jun 30, 26 | -- | 0.03% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 4.47K | Jun 30, 26 | -15.94K | 0.03% |
| Foundry Financial Group, Inc. | 4.29K | Jun 30, 26 | +4.29K | 0.03% |
| Summit Financial, LLC | 3.94K | Jun 30, 26 | +3.94K | 0.02% |
| Advisory Services Network, LLC | 3.93K | Jun 30, 26 | +347 | 0.02% |
| PARK AVENUE SECURITIES LLC | 3.93K | Jun 30, 26 | +3.93K | 0.02% |
| Rossby Financial, LCC | 3.86K | Jun 30, 26 | +263 | 0.02% |
| CALTON & ASSOCIATES, INC. | 3.75K | Jun 30, 26 | +3.75K | 0.02% |
| Meridian Wealth Management, LLC | 3.70K | Jun 30, 26 | +3.70K | 0.02% |
| MERCER GLOBAL ADVISORS INC /ADV | 3.63K | Jun 30, 26 | +3.63K | 0.02% |
| WPG Advisers, LLC | 3.56K | Jun 30, 26 | -278 | 0.02% |
| AdvisorNet Financial, Inc | 2.75K | Jun 30, 26 | +1.17K | 0.02% |
| HARBOUR INVESTMENTS, INC. | 2.68K | Jun 30, 26 | -201 | 0.02% |
| Continuum Advisory, LLC | 2.34K | Jun 30, 26 | +2.34K | 0.01% |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 2.17K | Jun 30, 26 | +2.17K | 0.01% |
| ASSETMARK, INC | 1.46K | Jun 30, 26 | -26 | 0.01% |
| Whipplewood Advisors, LLC | 1.43K | Jun 30, 26 | -1.64K | 0.01% |
| Synergy Investment Management, LLC | 1.39K | Jun 30, 26 | +1.39K | 0.01% |
| WELLS FARGO & COMPANY/MN | 1.33K | Jun 30, 26 | +1.33K | 0.01% |
| VANGUARD ADVISERS INC | 1.12K | Jun 30, 26 | +1.12K | 0.01% |
| Cape Investment Advisory, Inc. | 429 | Jun 30, 26 | +429 | 0.00% |
| Ronald Blue Trust, Inc. | 342 | Jun 30, 26 | +342 | 0.00% |
| IFP Advisors, Inc | 265 | Jun 30, 26 | -- | 0.00% |
| JONES FINANCIAL COMPANIES LLLP | 230 | Jun 30, 26 | +230 | 0.00% |
| AMERIFLEX GROUP, INC. | 213 | Jun 30, 26 | +213 | 0.00% |
| Ameritas Advisory Services, LLC | 205 | Jun 30, 26 | -44.85K | 0.00% |
| JPMORGAN CHASE & CO | 80 | Jun 30, 26 | -- | 0.00% |
| CoreCap Advisors, LLC | 49 | Jun 30, 26 | -- | 0.00% |
| HORIZON FINANCIAL SERVICES, LLC | 37 | Jun 30, 26 | +37 | 0.00% |
| JANE STREET GROUP, LLC | -- | Jun 30, 26 | -5.47K | -- |
| SILVER OAK SECURITIES, INCORPORATED | -- | Jun 30, 26 | -2.19K | -- |
| Accurate Wealth Management, LLC | -- | Jun 30, 26 | -4.92K | -- |
| MAI Capital Management | -- | Jun 30, 26 | -15 | -- |
| EXENCIAL WEALTH ADVISORS, LLC | 47.75K | Mar 31, 26 | +1.56K | 0.29% |
| CWM, LLC | 445 | Mar 31, 26 | -- | 0.00% |
| Yeomans Consulting Group, Inc. | 367.44K | Dec 31, 25 | +367.44K | 2.20% |
| Stark Wealth Management LLC | 59.29K | Dec 31, 25 | +10.67K | 0.35% |
| Binnacle Investments Inc | 6.88K | Sep 30, 25 | +519 | 0.04% |
| HART & PATTERSON FINANCIAL GROUP LLC | 212.01K | Dec 31, 24 | -24.89K | 1.27% |