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
↓ -3
Streak
1Q ▼
Buyers last Q
40%

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 — 91% of 1.5Y peak

91% of all-time peak
29 funds currently hold this stock — 91% of the 1.5-year high of 32 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 — 40% buying

14 buying21 selling
Last quarter: 21 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 → 10 → 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 → 10 → 5 new funds/Q
New funds entering each quarter: 6 → 8 → 10 → 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 21 reduced or exited (13 trimmed, 8 sold completely) — a 40% buyer ratio, indicating roughly balanced activity. Net fund flow last quarter: -3 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.

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
2026 Q2 Stats Unlock in 1 days 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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Enterprise Value/EBITDA --
Beta (5Y Monthly) --
Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

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Institutional Holders (2026 Q2)

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:
2026 Q2 filings are still coming in. Only funds that have filed so far are shown — top holders may not have reported yet. Full 13F data typically settles by ~50 days after quarter-end.
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 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?

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 — 40% buying: Last quarter: 21 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.

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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