Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Sei Exchange Traded Funds (SEIS)

29 + 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
↓ -2
Streak
1Q ▼
Buyers last Q
41%

Smart Money Signals — SEIS

Based on 29 hedge funds · latest filing: 2026 Q1 · updated quarterly

📉

Selling streak — 1 quarter in a row

last 5Q
For 1 consecutive quarter, more hedge funds reduced or closed their SEIS 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 — 94% of 1.5Y peak

94% of all-time peak
29 funds currently hold this stock — 94% of the 1.5-year high of 31 funds (reached 2025 Q4). Ownership is elevated but not yet at maximum concentration. Room to grow, but watch if the trend reverses.
🚀

Fast accumulation — +26% more funds vs a year ago

fund count last 6Q
+6 new funds entered over the past year (+26% 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. The peak was reached in just 4 quarters from the low — a sharp move.
🟠

More sellers than buyers — 41% buying

14 buying20 selling
Last quarter: 20 funds reduced or exited vs 14 that bought or added. When more than half of active funds are selling, it's a caution flag — especially if the stock price hasn't moved down yet.
➡️

Steady new buyers — ~5 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 6 → 8 → 9 → 5. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔄

Mostly new holders — 48% entered in last year

■ 0% conviction (2yr+) ■ 52% medium ■ 48% 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.
➡️

Steady discovery — ~5 new funds/quarter

7 → 6 → 8 → 9 → 5 new funds/Q
New funds entering each quarter: 6 → 8 → 9 → 5. Consistent flow of new institutional buyers without clear acceleration or slowdown.
🌱

Early stage — 59% of holders entered in last year

■ 0% veterans ■ 41% 1-2yr ■ 59% new
Of 29 current holders: 17 (59%) entered in the past year, only 0 (0%) are 2+ year veterans. This is an early-phase institutional idea — still being discovered. High upside potential if the thesis plays out, but thin conviction base.
📋

Smaller funds dominant — 1% AUM from top-100

1% from top-100 AUM funds
4 of 29 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.
4.8
out of 10
Moderate Exit Risk
Exit risk score 4.8/10 — 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 Q1, 14 hedge funds were net buyers of SEIS (5 opened a new position, 9 added to an existing one), while 20 reduced or exited (13 trimmed, 7 sold completely) — a 41% buyer ratio, indicating roughly balanced activity. Net fund flow last quarter: -2 funds (more exits than new entries). Total institutional holders: 29.

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.

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

Signal Freshness measures how much SEIS 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 · 82d ago
SEIS
nan%
SPY
+15.1%

SEIS outperformed SPY by nan% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 37d ago
SEIS
nan%
SPY
+1.3%

Since the filing became public, SEIS outperformed SPY by nan% .

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 1 high-conviction
Consensus
1.3
/ 10
breadth
×
Elite
1.7
/ 10
conviction
Hedge Fund Positioning: SEIS
29 + Investors

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

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 29 31 -6.45%
13F Shares 3M 3M -20.84%
Total Value $73M $93M -21.38%
New Positions 5 9 -4
Increased Positions 9 13 -4
Closed Positions 7 4 +3
Reduced Positions 13 7 +6
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: SEIS

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Valuation Measures Data as of: --

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PEG Ratio (5yr expected) --
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Enterprise Value/EBITDA --
Beta (5Y Monthly) --
Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

Profitability
Profit Margin --
Return on Assets (ttm) --
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Institutional Holders (2026 Q1)

29 + 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 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Summit Wealth Group LLC / Co 4.89% 1,681,654 $46.5M
2 S&T Bank/Pa 3.20% 310,285 $8.6M
3 ROSS\JOHNSON & Associates LLC 1.85% 3,708 $102K
4 Compass Capital Corp /Ma/ /Adv 0.90% 78,991 $2.5M
5 Lynx Investment Advisory 0.30% 22,892 $632K
6 Cora Capital Advisors LLC 0.11% 12,376 $342K
7 Stewardship Advisors, LLC 0.06% 9,634 $266K
8 LexAurum Advisors, LLC 0.05% 15,046 $416K
9 United Advisor Group, LLC 0.03% 9,463 $261K
10 OneAscent Financial Services LLC 0.03% 19,604 $542K
11 Diversified Enterprises, LLC 0.03% 18,546 $512K
12 Apella Capital, LLC 0.03% 61,247 $1.9M
13 Perigon Wealth Management, LLC 0.02% 36,966 $1.0M
14 Patriot Financial Group Insurance Agency, LLC 0.02% 10,010 $277K
15 Ameritas Advisory Services, LLC 0.01% 10,662 $295K
16 Pinnacle Wealth Planning Services, Inc. 0.01% 3,332 $92K
17 Merit Financial Group, LLC 0.01% 30,208 $835K
18 Rossby Financial, LCC 0.01% 1,082 $30K
19 Whipplewood Advisors, LLC 0.01% 368 $10K
20 Osaic Holdings, INC. 0.00% 117,173 $3.3M
21 Sei Investments Co 0.00% 122,804 $3.4M
22 Advisory Services Network, LLC 0.00% 5,067 $140K
23 Wealth Enhancement Advisory Services, LLC 0.00% 24,017 $671K
24 Citadel Advisors LLC 0.00% 18,748 $518K
25 Harbour Investments, INC. 0.00% 167 $5K
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?

Selling streak — 1 quarter in a row: For 1 consecutive quarter, more hedge funds reduced or closed their SEIS 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 SEIS?

More sellers than buyers — 41% buying: Last quarter: 20 funds reduced or exited vs 14 that bought or added. When more than half of active funds are selling, it's a caution flag — especially if the stock price hasn't moved down yet.

What is the fund quality score for SEIS holders?

Smaller funds dominant — 1% AUM from top-100: 4 of 29 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 — 48% 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.

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

As of today, SEIS has moved nan% since the 2026 Q1 13F filing date (May 15, 2026), compared to +1.3% for the SPY sector ETF — an outperformance of nan%. Since the quarter end (March 31, 2026), SEIS has gained nan% vs +15.1% 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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