Explore more topics
Public ownership evidence

SEI Select Small Cap ETF (SEIS) Ownership Disclosures

Read SEIS insider transactions, institutional 13F filings and Congressional disclosures with report dates, public availability and original receipts.

As of 2026-10-14T02:54:47.600Z

Jump to a section

Recent Form 4 activity

No matching purchases, sales or awards were returned in this 90-day public filing window.

Show the table · 0 rows, 6 columns

Scroll sideways to compare all columns. Select a heading to sort.

No records are available for this view.

90-day public availability window, up to 50 records.

Recent institutional filing receipts

These are raw ticker-matched positions in recent 13F receipts, including amendments. They are not deduplicated current ownership totals. Open the manager profile to inspect its effective filing book.

Show the table · 37 rows, 6 columns

Scroll sideways to compare all columns. Select a heading to sort.

AMERIFLEX GROUP, INC.2026-06-302026-08-155,866$196,774None
ROSS\JOHNSON & Associates LLC2026-06-302026-08-153,708$124,384None
SEI INVESTMENTS CO2026-06-302026-08-15199,940$6,706,980None
Ameritas Advisory Services, LLC2026-06-302026-08-1525$839None
OSAIC HOLDINGS, INC.2026-06-302026-08-154,373$146,692None
OSAIC HOLDINGS, INC.2026-06-302026-08-15101,601$3,408,178None
SUSQUEHANNA INTERNATIONAL GROUP, LLP2026-06-302026-08-1523,187$777,806None
JONES FINANCIAL COMPANIES LLLP2026-06-302026-08-15157$5,179None
ROYAL BANK OF CANADA2026-06-302026-08-155,007$168,000None
CITADEL ADVISORS LLC2026-06-302026-08-1510,939$366,948None
UBS Group AG2026-06-302026-08-14229$7,682None
COMPASS CAPITAL CORP /MA/ /ADV2026-06-302026-08-1481,655$2,719,112None
MORGAN STANLEY2026-06-302026-08-14552$18,517None
Cetera Investment Advisers2026-06-302026-08-136,229$208,951None
NewEdge Advisors, LLC2026-06-302026-08-13591$19,825None
S&T Bank/PA2026-06-302026-08-136,046$202,812None
S&T Bank/PA2026-06-302026-08-13338,866$11,367,226None
HARBOUR INVESTMENTS, INC.2026-06-302026-08-1367$2,248None
OneAscent Financial Services LLC2026-06-302026-08-1219,763$662,948None
MERCER GLOBAL ADVISORS INC /ADV2026-06-302026-08-12869$29,151None
Perigon Wealth Management, LLC2026-06-302026-08-0836,824$1,235,257None
Pinnacle Wealth Planning Services, Inc.2026-06-302026-08-083,332$111,772None
Global Retirement Partners, LLC2026-06-302026-08-0727,045$907,222None
Rossby Financial, LCC2026-06-302026-08-051,413$47,399None
Diversified Enterprises, LLC2026-06-302026-08-0117,634$591,531None
ASSETMARK, INC2026-06-302026-07-3140$1,342None
United Advisor Group, LLC2026-06-302026-07-3010,137$340,045None
SUMMIT WEALTH GROUP LLC / CO2026-06-302026-07-291,879,466$63,046,512None
Whipplewood Advisors, LLC2026-06-302026-07-281,043$34,987None
Lynx Investment Advisory2026-06-302026-07-2814,450$484,724None
Lynx Investment Advisory2026-06-302026-07-288,011$268,728None
PETRA FINANCIAL ADVISORS INC2026-06-302026-07-2528,556$957,908None
CORA CAPITAL ADVISORS LLC2026-06-302026-07-2512,367$414,850None
Stewardship Advisors, LLC2026-06-302026-07-219,881$331,457None
Merit Financial Group, LLC2026-06-302026-07-21102,964$3,453,917None
Merit Financial Group, LLC2026-06-302026-07-18102,964$3,453,917None
Apeiron RIA LLC2026-06-302026-07-175,409$263,815None

90-day public filing window, up to 50 source positions.

Recent Congressional disclosures

No matching Congressional transactions were returned in this source preview.

Show the table · 0 rows, 5 columns

Scroll sideways to compare all columns. Select a heading to sort.

No records are available for this view.

Bounded public source preview, up to 25 disclosed events.

How to read the disclosure dates

The tables report different things: insider transactions, institutional positions and Congressional transaction ranges. Read each table with its source dates and units. They cannot be added into a combined ownership percentage.

  1. Company insiders

    SEC Form 4 purchases, sales and awards report transactions and their public filing availability.

  2. Institutional managers

    13F reports disclose delayed quarter-end positions. They are not a record of trades between quarters.

  3. Congressional filers

    Periodic transaction reports disclose transaction dates and amount brackets. Public filing dates determine what researchers could know.

Read the transaction codes

Awards use transaction code A, purchases P and sales S. An acquisition from an award is not the same as an open-market purchase. Joint filers may share a transaction. Use original receipts and availability dates to interpret the events.