Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Sei Exchange Traded Funds (SEIM)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↓ -5
Streak
1Q ▼
Buyers last Q
52%

Smart Money Signals — SEIM

Based on 55 hedge funds · latest filing: 2026 Q1 · updated quarterly

📉

Selling streak — 1 quarter in a row

last 6Q
For 1 consecutive quarter, more hedge funds reduced or closed their SEIM positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.
📊

High ownership — 92% of 3.0Y peak

92% of all-time peak
55 funds currently hold this stock — 92% of the 3.0-year high of 60 funds (reached 2025 Q4). Ownership is elevated but not yet at maximum concentration. Room to grow, but watch if the trend reverses.
📶

Steady growth — +15% more funds vs a year ago

fund count last 6Q
+7 new funds entered over the past year (+15% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟡

Slight buying edge — 52% buying

34 buying31 selling
Last quarter: 34 funds bought or added vs 31 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.
⚠️

Fewer new buyers each quarter (-7 vs last Q)

new funds entering per quarter
Funds opening this position for the first time: 8 → 12 → 15 → 8. Each quarter fewer new institutions are entering. This usually means most funds that wanted in are already in — the stock is well-known but the pool of potential new buyers is shrinking.
📌

Mixed — 29% long-term, 27% new

■ 29% conviction (2yr+) ■ 44% medium ■ 27% new
Of the 55 current holders: 16 (29%) held >2 years, 24 held 1–2 years, and 15 entered in the last year. A mixed base — the stock has long-term believers but also recent buyers who haven't been tested by a downturn yet.
➡️

Steady discovery — ~8 new funds/quarter

13 → 8 → 12 → 15 → 8 new funds/Q
New funds entering each quarter: 8 → 12 → 15 → 8. Consistent flow of new institutional buyers without clear acceleration or slowdown.
📊

Mixed cohorts — 9% veterans, 42% new entrants

■ 9% veterans ■ 49% 1-2yr ■ 42% new
Of 55 current holders: 5 (9%) held 2+ years, 27 held 1–2 years, 23 (42%) entered in the past year. Balanced distribution — some institutional memory, some recent momentum buyers.
📋

Smaller funds dominant — 2% AUM from top-100

2% from top-100 AUM funds
8 of 55 holders rank in the top 100 by AUM, but together hold only 2% of total institutional value. The stock is held primarily by smaller and mid-sized funds.
3.6
out of 10
Low Exit Risk
Exit risk score 3.6/10 — low institutional crowding. Ownership is below peak levels, holder base is relatively sticky, and buying momentum is positive.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Institutional Sentiment Summary — SEIM

In 2026 Q1, 34 hedge funds were net buyers of SEIM (8 opened a new position, 26 added to an existing one), while 31 reduced or exited (18 trimmed, 13 sold completely) — a 52% buyer ratio, indicating a slight buying edge. Net fund flow last quarter: -5 funds (more exits than new entries). Total institutional holders: 55.

Hedge Fund Ownership: SEIM

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

Market Analysis: SEIM

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: SEIM

-- --

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

Is It Too Late to Buy Sei Exchange Traded Funds (SEIM) Based on Hedge Fund 13F Filings?

Signal Freshness measures how much SEIM has moved relative to its sector benchmark (SPY) since the 2026 Q1 13F filing. A stock that has barely outrun its sector is still a relatively fresh entry point — the fund's thesis has not yet been priced in by the broader market.

Since Quarter End March 31, 2026 · 75d ago
SEIM
+19.1%
SPY
+14.1%

SEIM outperformed SPY by +5.0% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 30d ago
SEIM
+4.2%
SPY
+0.3%

Since the filing became public, SEIM outperformed SPY by +3.9% .

Interpretation: The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference. Learn more →

Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

1 top-rated funds 2 high-conviction
Consensus
1.3
/ 10
breadth
×
Elite
2.1
/ 10
conviction
Hedge Fund Positioning: SEIM
55 + Investors

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

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 55 60 -8.33%
13F Shares 19M 18M 2.1%
Total Value $844M $834M 1.21%
New Positions 8 15 -7
Increased Positions 26 21 +5
Closed Positions 13 8 +5
Reduced Positions 18 18 -
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: SEIM

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Financial Highlights

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Institutional Holders (2026 Q1)

55 + investors

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

QUARTER:
Top 25 SEIM holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Summit Wealth Group LLC / Co 11.56% 2,410,895 $109.8M
2 S&T Bank/Pa 6.23% 366,602 $16.7M
3 K2 Financial Inc. 3.87% 104,952 $5.3M
4 Meriwether Wealth & Planning, LLC 1.19% 47,658 $2.2M
5 Compass Capital Corp /Ma/ /Adv 0.63% 34,169 $1.8M
6 Sei Investments Co 0.57% 13,469,751 $613.5M
7 Cassady Wealth & Retirement Planning, LLC 0.56% 18,781 $866K
8 Lynx Investment Advisory 0.41% 18,658 $850K
9 Independent Wealth Network Inc. 0.27% 20,226 $921K
10 Accelerate Investment Advisors LLC 0.24% 7,852 $358K
11 Stewardship Advisors, LLC 0.23% 21,986 $1.0M
12 United Advisor Group, LLC 0.22% 38,365 $1.7M
13 Merit Financial Group, LLC 0.19% 575,358 $26.2M
14 Cahill Financial Advisors Inc 0.18% 35,619 $1.6M
15 WPG Advisers, LLC 0.13% 3,838 $175K
16 Investmark Advisory Group LLC 0.13% 6,542 $298K
17 Csenge Advisory Group 0.12% 59,254 $2.7M
18 Diversified Enterprises, LLC 0.10% 41,501 $1.9M
19 Silver Grove Financial Group, Inc. 0.09% 2,331 $106K
20 Ameritas Advisory Services, LLC 0.08% 45,051 $2.1M
21 Whipplewood Advisors, LLC 0.07% 3,070 $140K
22 Exencial Wealth Advisors, LLC 0.07% 47,752 $2.2M
23 Beacon Pointe Advisors, LLC 0.06% 244,064 $11.1M
24 LexAurum Advisors, LLC 0.05% 8,175 $372K
25 Rossby Financial, LCC 0.03% 3,601 $167K
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 (SEIM)

What does the Smart Money Trend signal show for SEIM?

Selling streak — 1 quarter in a row: For 1 consecutive quarter, more hedge funds reduced or closed their SEIM positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.

What is the institutional breadth score for SEIM?

Slight buying edge — 52% buying: Last quarter: 34 funds bought or added vs 31 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.

What is the fund quality score for SEIM holders?

Smaller funds dominant — 2% AUM from top-100: 8 of 55 holders rank in the top 100 by AUM, but together hold only 2% of total institutional value. The stock is held primarily by smaller and mid-sized funds.

How long have hedge funds held SEIM?

Mixed — 29% long-term, 27% new: Of the 55 current holders: 16 (29%) held >2 years, 24 held 1–2 years, and 15 entered in the last year. A mixed base — the stock has long-term believers but also recent buyers who haven't been tested by a downturn yet.

Is it too late to buy Sei Exchange Traded Funds (SEIM) following the 2026 Q1 hedge fund 13F filings?

As of today, SEIM has moved +4.2% since the 2026 Q1 13F filing date (May 15, 2026), compared to +0.3% for the SPY sector ETF — an outperformance of +3.9%. Since the quarter end (March 31, 2026), SEIM has gained +19.1% vs +14.1% for SPY. The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference.

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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