Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Sei Exchange Traded Funds (SEIM)

71 + 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
↑ +16
Streak
1Q ▲
Buyers last Q
50%

Smart Money Signals — SEIM

Based on 71 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 SEIM 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
71 hedge funds hold SEIM 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 — +39% more funds vs a year ago

fund count last 6Q
+20 new funds entered over the past year (+39% 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 — 50% buying

37 buying37 selling
Last quarter: 37 funds bought or added vs 37 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 (+15 vs last Q)

new funds entering per quarter
Funds opening a new SEIM position: 12 → 16 → 8 → 23. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
📌

Mixed — 28% long-term, 32% new

■ 28% conviction (2yr+) ■ 39% medium ■ 32% new
Of the 71 current holders: 20 (28%) held >2 years, 28 held 1–2 years, and 23 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.
💰

Price up while funds trimmed (+22% value, -1% shares)

Value
+21%
Shares
-1%
Last quarter: total value of institutional SEIM holdings rose +22% even though funds reduced share count by 1%. The stock price increased enough to offset the selling. Institutions are quietly trimming into price strength — watch for rotation.
📈

Growing discovery — still being found

9 → 12 → 16 → 8 → 23 new funds/Q
New funds entering each quarter: 12 → 16 → 8 → 23. A growing number of institutions are discovering SEIM each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
📊

Mixed cohorts — 31% veterans, 41% new entrants

■ 31% veterans ■ 28% 1-2yr ■ 41% new
Of 71 current holders: 22 (31%) held 2+ years, 20 held 1–2 years, 29 (41%) 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
10 of 71 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.
4.1
out of 10
Moderate Exit Risk
Exit risk score 4.1/10 — 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 — SEIM

In 2026 Q2, 37 hedge funds were net buyers of SEIM (23 opened a new position, 14 added to an existing one), while 37 reduced or exited (30 trimmed, 7 sold completely) — a 50% buyer ratio, indicating a slight buying edge. Net fund flow last quarter: +16 funds (more new holders than closures). Total institutional holders: 71.

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

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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
2.7
/ 10
conviction
Hedge Fund Positioning: SEIM
71 + Investors

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

Metric All 13F Filers (2026 Q2) Prior (2026 Q1) Change
Funds Holding 71 55 29.09%
13F Shares 18M 19M -1.43%
Total Value $1.03B $844M 21.64%
New Positions 23 8 +15
Increased Positions 14 26 -12
Closed Positions 7 14 -7
Reduced Positions 30 18 +12
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: SEIM

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Institutional Holders (2026 Q2)

71 + 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 Q2 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Summit Wealth Group LLC / Co 12.33% 2,653,233 $149.0M
2 S&T Bank/Pa 6.75% 400,776 $22.5M
3 Stark Wealth Management LLC 4.56% 12,284 $443K
4 K2 Financial Inc. 3.80% 98,882 $5.4M
5 Meriwether Wealth & Planning, LLC 1.54% 55,153 $3.1M
6 Petra Financial Advisors Inc 1.01% 38,729 $2.2M
7 Compass Capital Corp /Ma/ /Adv 0.70% 38,579 $2.1M
8 Sei Investments Co 0.64% 12,840,416 $721.0M
9 Cassady Wealth & Retirement Planning, LLC 0.45% 17,166 $964K
10 Lynx Investment Advisory 0.32% 17,665 $992K
11 Independent Wealth Network Inc. 0.32% 22,474 $1.3M
12 Accelerate Investment Advisors LLC 0.25% 7,816 $439K
13 Stewardship Advisors, LLC 0.24% 20,915 $1.2M
14 Merit Financial Group, LLC 0.22% 652,788 $36.7M
15 United Advisor Group, LLC 0.21% 36,093 $2.0M
16 Cahill Financial Advisors Inc 0.17% 32,371 $1.8M
17 Investmark Advisory Group LLC 0.15% 7,190 $404K
18 Csenge Advisory Group 0.12% 54,631 $3.1M
19 WPG Advisers, LLC 0.12% 3,560 $200K
20 Diversified Enterprises, LLC 0.11% 41,413 $2.3M
21 Foundry Financial Group, Inc. 0.10% 4,285 $241K
22 Silver Grove Financial Group, Inc. 0.06% 2,138 $120K
23 Beacon Pointe Advisors, LLC 0.06% 227,454 $12.8M
24 Global Retirement Partners, LLC 0.06% 64,659 $3.6M
25 Whipplewood Advisors, LLC 0.05% 1,434 $81K
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?

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

Slight buying edge — 50% buying: Last quarter: 37 funds bought or added vs 37 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: 10 of 71 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 — 28% long-term, 32% new: Of the 71 current holders: 20 (28%) held >2 years, 28 held 1–2 years, and 23 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.

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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