Stock Analysis
Data Source: SEC EDGAR 13F
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Sei Exchange Traded Funds (LEND)

91 + Investors. Track Smart Money conviction in LEND. See who's accumulating, reducing, or initiating positions.

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%

91+

Inst. Holders

Hedge Fund Ownership: LEND

How many hedge funds hold LEND — quarterly history vs. share price
Quarterly hedge fund ownership of LEND vs. share price

Market Analysis: LEND

Analyst Price Targets

Avg. Price Target
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Analyst Recommendations

Stock Performance

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Company Profile: LEND

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Institutional ownership data sourced from SEC EDGAR Form 13F-HR filings.

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Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

1 top-rated funds 1 high-conviction
Consensus
1.3
/ 10
breadth
×
Elite
1.7
/ 10
conviction
Hedge Fund Positioning: LEND
2026 Q3 Stats Unlock in 46 days 91 + Investors

Track Smart Money conviction in LEND. See who's accumulating, reducing, or initiating positions.

Metric All 13F Filers (2026 Q2) Prior (2026 Q1) Change
Funds Holding 91 0 100%
13F Shares 5M 0 100%
Total Value $113M $0 100%
New Positions 91 0 +91
Increased Positions 0 0 -
Closed Positions 0 0 -
Reduced Positions 0 0 -
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: LEND

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Financial Highlights

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Institutional Holders (2026 Q2)

91 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in LEND. Verified SEC 13F-HR filings.

Top 25 LEND holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 ROSS\JOHNSON & Associates LLC 9.13% 23,165 $583K
2 Turning Point Benefit Group, Inc. 1.83% 168,572 $4.2M
3 S&T Bank/Pa 1.53% 202,518 $5.1M
4 Whipplewood Advisors, LLC 0.87% 51,192 $1.3M
5 Summit Wealth Group LLC / Co 0.86% 411,918 $10.4M
6 Petra Financial Advisors Inc 0.81% 69,494 $1.7M
7 Ameriflex Group, INC. 0.74% 72,155 $1.8M
8 Stephenson & Company, Inc. 0.50% 42,600 $1.1M
9 Cora Capital Advisors LLC 0.44% 62,939 $1.6M
10 Meriwether Wealth & Planning, LLC 0.40% 31,945 $804K
11 BCO Wealth Management LLC 0.30% 21,795 $549K
12 K2 Financial Inc. 0.23% 13,120 $327K
13 WPG Advisers, LLC 0.18% 12,265 $309K
14 Lynx Investment Advisory 0.17% 20,659 $520K
15 Stewardship Advisors, LLC 0.16% 30,195 $760K
16 BlueChip Wealth Advisors LLC 0.13% 14,049 $354K
17 Ni Acquisitions Company, LLC 0.11% 7,422 $264K
18 Retirement Investment Advisors, Inc. 0.11% 59,533 $1.5M
19 LexAurum Advisors, LLC 0.10% 33,502 $843K
20 WMG Financial Advisors, LLC 0.09% 9,363 $236K
21 Independent Wealth Network Inc. 0.08% 12,317 $310K
22 Quantum Financial Advisors, LLC 0.07% 29,669 $747K
23 Synergy Investment Management, LLC 0.06% 9,829 $245K
24 Apeiron RIA LLC 0.06% 3,815 $226K
25 Patriot Financial Group Insurance Agency, LLC 0.06% 21,580 $543K
Investor Ownership
History 		% of Portfolio Prev % Rank Conviction Avg Buy Price 13F Score™ 3Y / 7Y Sell Timing Shares Mkt Value Change Change % Source Quarter Filed

Frequently Asked Questions — Sei Exchange Traded Funds (LEND)

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

Disclaimer: The information on this page is for informational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any security. Institutional holdings data is sourced from SEC Form 13F filings and reflects positions as of the filing date. Past performance of any fund or portfolio is not indicative of future results. 13Foresight is not a registered investment adviser. Always conduct your own due diligence before making investment decisions.

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