Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Sei Exchange Traded Funds (SEIS)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +7
Streak
1Q ▲
Buyers last Q
64%

Smart Money Signals — SEIS

Based on 36 hedge funds · latest filing: 2026 Q2 · updated quarterly

📈

Buying streak — 1 quarter in a row

last 6Q
For 1 consecutive quarter, more hedge funds added SEIS than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.
🏔️

At the ownership peak (100% of max)

100% of all-time peak
36 hedge funds hold SEIS right now — the highest count in 1.8 years. When ownership is this concentrated, any bad news can trigger a chain reaction: one big fund sells, others follow. This is a classic 'crowded trade' — high popularity doesn't equal safety.
🚀

Fast accumulation — +50% more funds vs a year ago

fund count last 6Q
+12 new funds entered over the past year (+50% YoY). That's a rapid rush of institutional money. Fast accumulation often signals a major thesis — but it also means the stock could fall quickly if that thesis breaks.
🟢

More buyers than sellers — 64% buying

23 buying13 selling
Last quarter: 23 funds were net buyers (10 opened a brand new position + 13 added to an existing one). Only 13 were sellers (10 trimmed + 3 sold completely). A clear majority buying is a strong confirmation signal.
➡️

Steady new buyers — ~10 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 8 → 10 → 5 → 10. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔄

Mostly new holders — 36% entered in last year

■ 0% conviction (2yr+) ■ 64% medium ■ 36% new
Only 0 funds (0%) have held >2 years. The majority of current holders are relatively new to the position. New holders tend to sell faster when prices drop — a shallow conviction base that could amplify any sell-off.
💰

Value +40% but shares only +17% — price-driven

Value
+40%
Shares
+16%
Last quarter: the total dollar value of institutional holdings rose +40%, but actual share count only changed +17%. The gap is explained by the stock's price rising — not new buying. Strong value growth with weak share growth means the rally is price momentum, not fresh institutional demand.
📊

Peak discovery — momentum slowing

6 → 8 → 10 → 5 → 10 new funds/Q
New funds entering each quarter: 8 → 10 → 5 → 10. SEIS is well-known in the hedge fund world, but fresh entries are gradually declining. The explosive phase of institutional discovery is likely behind us.
📊

Mixed cohorts — 0% veterans, 53% new entrants

■ 0% veterans ■ 47% 1-2yr ■ 53% new
Of 36 current holders: 0 (0%) held 2+ years, 17 held 1–2 years, 19 (53%) entered in the past year. Balanced distribution — some institutional memory, some recent momentum buyers.
📋

Smaller funds dominant — 1% AUM from top-100

1% from top-100 AUM funds
5 of 36 holders rank in the top 100 by AUM, but together hold only 1% of total institutional value. The stock is held primarily by smaller and mid-sized funds.
4.3
out of 10
Moderate Exit Risk
Exit risk score 4.3/10 — some crowding factors present, but no critical concentration. Watch ownership trend over the next 1–2 quarters for direction.

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 — SEIS

In 2026 Q2, 23 hedge funds were net buyers of SEIS (10 opened a new position, 13 added to an existing one), while 13 reduced or exited (10 trimmed, 3 sold completely) — a 64% buyer ratio, indicating clear institutional accumulation. Net fund flow last quarter: +7 funds (more new holders than closures). Total institutional holders: 36.

Hedge Fund Ownership: SEIS

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

Market Analysis: SEIS

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: SEIS

-- --

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

Loading signal freshness…
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: SEIS
36 + Investors

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

Metric All 13F Filers (2026 Q2) Prior (2026 Q1) Change
Funds Holding 36 29 24.14%
13F Shares 3M 3M 16.55%
Total Value $103M $73M 40.46%
New Positions 10 5 +5
Increased Positions 13 9 +4
Closed Positions 3 8 -5
Reduced Positions 10 13 -3
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: SEIS

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Financial Highlights

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Institutional Holders (2026 Q2)

36 + investors

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

QUARTER:
Top 25 SEIS holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Summit Wealth Group LLC / Co 5.22% 1,879,466 $63.0M
2 S&T Bank/Pa 3.47% 344,912 $11.6M
3 ROSS\JOHNSON & Associates LLC 1.95% 3,708 $124K
4 Compass Capital Corp /Ma/ /Adv 0.88% 81,655 $2.7M
5 Petra Financial Advisors Inc 0.44% 28,556 $958K
6 Lynx Investment Advisory 0.25% 22,461 $753K
7 Cora Capital Advisors LLC 0.12% 12,367 $415K
8 Ameriflex Group, INC. 0.08% 5,866 $197K
9 Stewardship Advisors, LLC 0.07% 9,881 $331K
10 Apeiron RIA LLC 0.07% 5,409 $264K
11 LexAurum Advisors, LLC 0.06% 14,590 $489K
12 United Advisor Group, LLC 0.04% 10,137 $340K
13 OneAscent Financial Services LLC 0.03% 19,763 $663K
14 Diversified Enterprises, LLC 0.03% 17,634 $592K
15 Whipplewood Advisors, LLC 0.02% 1,043 $35K
16 Apella Capital, LLC 0.02% 50,477 $1.6M
17 Merit Financial Group, LLC 0.02% 102,964 $3.5M
18 Perigon Wealth Management, LLC 0.02% 36,824 $1.2M
19 Global Retirement Partners, LLC 0.01% 27,045 $907K
20 Pinnacle Wealth Planning Services, Inc. 0.01% 3,332 $112K
21 Rossby Financial, LCC 0.01% 1,413 $47K
22 Sei Investments Co 0.01% 199,940 $6.7M
23 Osaic Holdings, INC. 0.00% 105,974 $3.6M
24 Wealth Enhancement Advisory Services, LLC 0.00% 27,204 $888K
25 Cetera Investment Advisers 0.00% 6,229 $209K
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 (SEIS)

What does the Smart Money Trend signal show for SEIS?

Buying streak — 1 quarter in a row: For 1 consecutive quarter, more hedge funds added SEIS than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

What is the institutional breadth score for SEIS?

More buyers than sellers — 64% buying: Last quarter: 23 funds were net buyers (10 opened a brand new position + 13 added to an existing one). Only 13 were sellers (10 trimmed + 3 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for SEIS holders?

Smaller funds dominant — 1% AUM from top-100: 5 of 36 holders rank in the top 100 by AUM, but together hold only 1% of total institutional value. The stock is held primarily by smaller and mid-sized funds.

How long have hedge funds held SEIS?

Mostly new holders — 36% entered in last year: Only 0 funds (0%) have held >2 years. The majority of current holders are relatively new to the position. New holders tend to sell faster when prices drop — a shallow conviction base that could amplify any sell-off.

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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