SEIE β€” SEI EXCHANGE TRADED FUNDS

Ownership history in ASSETMARK, INC  Β·  2 quarters on record

This page tracks every 13F SEC filing in which ASSETMARK, INC reported a position in SEI EXCHANGE TRADED FUNDS (SEIE). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price β€” sourced directly from SEC EDGAR 13F filings.

% of Fund (quarterly)    SEIE price (monthly, adj. close)
πŸ“‹ Quarterly Holdings History 2 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 ADDED 366 +176 +92.6% 0.00% $11K $30.28
2025 Q2 INITIATED 190 β€” β€” 0.00% $6K $28.90

🏒 Other funds also holding SEIE

As of 2025 Q4 β€” sorted by position size

Stark Wealth Management LLC 8.01% S&T BANK/PA 3Y 7Y 4.96% 3EDGE Asset Management, LP 3Y 7Y 1.94% BlueChip Wealth Advisors LLC 1.62% Lynx Investment Advisory 0.76% PETRA FINANCIAL ADVISORS INC 0.65% CORA CAPITAL ADVISORS LLC 3Y 0.35% Bright Futures Wealth Management, LLC. 0.19% Stewardship Advisors, LLC 3Y 0.15% OneAscent Financial Services LLC 3Y 0.12%
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