Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Sei Exchange Traded Funds (SEIV)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +20
Streak
1Q ▲
Buyers last Q
54%

Smart Money Signals — SEIV

Based on 75 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 SEIV 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
75 hedge funds hold SEIV right now — the highest count in 3.0 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 — +60% more funds vs a year ago

fund count last 6Q
+28 new funds entered over the past year (+60% 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.
🟡

Slight buying edge — 54% buying

42 buying36 selling
Last quarter: 42 funds bought or added vs 36 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.
📈

More new buyers each quarter (+18 vs last Q)

new funds entering per quarter
Funds opening a new SEIV position: 10 → 19 → 10 → 28. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
🔄

Mostly new holders — 44% entered in last year

■ 24% conviction (2yr+) ■ 32% medium ■ 44% new
Only 18 funds (24%) 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 +18% but shares only +1% — price-driven

Value
+18%
Shares
+1%
Last quarter: the total dollar value of institutional holdings rose +18%, but actual share count only changed +1%. 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.
📈

Growing discovery — still being found

9 → 10 → 19 → 10 → 28 new funds/Q
New funds entering each quarter: 10 → 19 → 10 → 28. A growing number of institutions are discovering SEIV each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
📊

Mixed cohorts — 27% veterans, 52% new entrants

■ 27% veterans ■ 21% 1-2yr ■ 52% new
Of 75 current holders: 20 (27%) held 2+ years, 16 held 1–2 years, 39 (52%) 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 75 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.
4.6
out of 10
Moderate Exit Risk
Exit risk score 4.6/10 — 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 — SEIV

In 2026 Q2, 42 hedge funds were net buyers of SEIV (28 opened a new position, 14 added to an existing one), while 36 reduced or exited (28 trimmed, 8 sold completely) — a 54% buyer ratio, indicating a slight buying edge. Net fund flow last quarter: +20 funds (more new holders than closures). Total institutional holders: 75.

Hedge Fund Ownership: SEIV

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

Market Analysis: SEIV

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: SEIV

-- --

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.

2 top-rated funds 3 high-conviction
Consensus
2.1
/ 10
breadth
×
Elite
2.5
/ 10
conviction
Hedge Fund Positioning: SEIV
75 + Investors

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

Metric All 13F Filers (2026 Q2) Prior (2026 Q1) Change
Funds Holding 75 55 36.36%
13F Shares 21M 20M 1.24%
Total Value $990M $837M 18.19%
New Positions 28 10 +18
Increased Positions 14 20 -6
Closed Positions 8 17 -9
Reduced Positions 28 21 +7
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: SEIV

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Institutional Holders (2026 Q2)

75 + investors

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

QUARTER:
Top 25 SEIV holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Summit Wealth Group LLC / Co 12.05% 3,033,153 $145.6M
2 S&T Bank/Pa 6.58% 456,582 $21.9M
3 K2 Financial Inc. 3.81% 112,470 $5.4M
4 StoneCrest Wealth Management, Inc. 3.08% 200,953 $9.6M
5 Petra Financial Advisors Inc 0.99% 44,357 $2.1M
6 Compass Capital Corp /Ma/ /Adv 0.73% 44,463 $2.3M
7 Sei Investments Co 0.62% 14,601,161 $700.9M
8 Cassady Wealth & Retirement Planning, LLC 0.44% 19,577 $940K
9 TBH Global Asset Management, LLC 0.41% 46,965 $2.3M
10 Lynx Investment Advisory 0.34% 21,766 $1.0M
11 Stewardship Advisors, LLC 0.24% 23,914 $1.1M
12 Accelerate Investment Advisors LLC 0.24% 8,539 $410K
13 United Advisor Group, LLC 0.21% 40,818 $2.0M
14 Meriwether Wealth & Planning, LLC 0.19% 8,167 $392K
15 Uptick Partners, LLC 0.18% 24,412 $1.2M
16 Cahill Financial Advisors Inc 0.17% 36,937 $1.8M
17 Csenge Advisory Group 0.12% 61,947 $3.0M
18 WPG Advisers, LLC 0.11% 3,992 $192K
19 Diversified Enterprises, LLC 0.11% 47,088 $2.3M
20 Foundry Financial Group, Inc. 0.10% 4,959 $238K
21 Sonoma Allocations LLC 0.10% 6,783 $327K
22 Independent Wealth Network Inc. 0.09% 7,128 $342K
23 Merit Financial Group, LLC 0.07% 243,798 $11.7M
24 Silver Grove Financial Group, Inc. 0.06% 2,402 $115K
25 Whipplewood Advisors, LLC 0.06% 1,862 $89K
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 (SEIV)

What does the Smart Money Trend signal show for SEIV?

Buying streak — 1 quarter in a row: For 1 consecutive quarter, more hedge funds added SEIV 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 SEIV?

Slight buying edge — 54% buying: Last quarter: 42 funds bought or added vs 36 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 SEIV holders?

Smaller funds dominant — 2% AUM from top-100: 8 of 75 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 SEIV?

Mostly new holders — 44% entered in last year: Only 18 funds (24%) 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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