% of shares outstanding is not shown for SEIQ: this is a fund line, and we hold no cover-page share count for it at any quarter — a fund's shares outstanding move with creations and redemptions rather than with issuance and buybacks, and it is not the SEC cover-page count this percentage is defined against. The figure is withheld rather than computed against a count that does not exist. Holder share counts are shown as filed.
Crowding percentile withheld — no market cap for SEIQ in the served universe — the cohort is size-matched, and an unmatched percentile would compare a micro-cap register to a mega-cap one.
| # | Holder | Shares | Value | % of shares out | Δ QoQ |
|---|---|---|---|---|---|
| 1 | SEI INVESTMENTS CO | 8,212,1368.2M | $299M | — | ADD 8% |
| 2 | SUMMIT WEALTH GROUP LLC / CO | 1,450,9901.5M | $53M | — | ADD 28% |
| 3 | S&T Bank/PA | 218,418218,418 | $8M | — | ADD 14% |
| 4 | ENVESTNET ASSET MANAGEMENT INC | 160,842160,842 | $6M | — | — |
| 5 | TRUIST FINANCIAL CORP | 152,525152,525 | $6M | — | — |
| 6 | Beacon Pointe Advisors, LLC | 147,753147,753 | $5M | — | ADD 5% |
| 7 | Merit Financial Group, LLC | 146,412146,412 | $5M | — | ADD 168% |
| 8 | Meriwether Wealth & Planning, LLC | 128,484128,484 | $5M | — | ADD 6% |
| 9 | K2 Financial Inc. | 64,10364,103 | $2M | — | ADD 7% |
| 10 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 48,86148,861 | $2M | — | TRIM -8% |
| 11 | Cambridge Investment Research Advisors, Inc. | 36,93336,933 | $1M | — | ADD 21% |
| 12 | Csenge Advisory Group | 36,32036,320 | $1M | — | — |
| 13 | EXENCIAL WEALTH ADVISORS, LLC | 29,07729,077 | $1M | — | ADD 10% |
| 14 | Ameritas Advisory Services, LLC | 27,35827,358 | $996,105 | — | ADD 5% |
| 15 | Diversified Enterprises, LLC | 25,17825,178 | $916,731 | — | ADD 3% |
| 16 | United Advisor Group, LLC | 23,38223,382 | $851,339 | — | ADD 10% |
| 17 | OSAIC HOLDINGS, INC. | 22,82522,825 | $831,707 | — | TRIM -91% |
| 18 | COMPASS CAPITAL CORP /MA/ /ADV | 20,85120,851 | $818,506 | — | ADD 26% |
| 19 | Apella Capital, LLC | 20,89620,896 | $807,630 | — | ADD 3% |
| 20 | Perigon Wealth Management, LLC | 20,72220,722 | $754,488 | — | ADD 11% |
| 21 | CAHILL FINANCIAL ADVISORS INC | 20,35820,358 | $741,235 | — | TRIM -24% |
| 22 | WPG Advisers, LLC | 16,82616,826 | $612,635 | — | — |
| 23 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 15,11615,116 | $550,374 | — | ADD 144% |
| 24 | Stewardship Advisors, LLC | 13,22213,222 | $481,413 | — | ADD 10% |
| 25 | Cassady Wealth & Retirement Planning, LLC | 11,07611,076 | $427,091 | — | — |
| 26 | Lynx Investment Advisory | 11,37611,376 | $414,200 | — | ADD 5% |
| 27 | LPL Financial LLC | 10,45210,452 | $380,557 | — | ADD 48% |
| 28 | JANE STREET GROUP, LLC | 10,05110,051 | $365,957 | — | NEW |
| 29 | PRINCIPAL SECURITIES, INC. | 8,7178,717 | $317,386 | — | — |
| 30 | Stratos Wealth Partners, LTD. | 7,7127,712 | $280,794 | — | TRIM -16% |
| 31 | NORTHERN TRUST CORP | 6,5486,548 | $238,413 | — | — |
| 32 | Concurrent Investment Advisors, LLC | 6,2686,268 | $228,218 | — | ADD 5% |
| 33 | Accelerate Investment Advisors LLC | 5,6925,692 | $207,246 | — | NEW |
| 34 | UBS Group AG | 4,8674,867 | $177,207 | — | ADD 310% |
| 35 | ROYAL BANK OF CANADA | 3,1813,181 | $116,000 | — | TRIM -27% |
| 36 | Whipplewood Advisors, LLC | 2,9112,911 | $105,990 | — | ADD 121% |
| 37 | Rossby Financial, LCC | 2,1732,173 | $79,336 | — | NEW |
| 38 | Advisory Services Network, LLC | 2,0212,021 | $73,585 | — | NEW |
| 39 | HARBOUR INVESTMENTS, INC. | 1,7511,751 | $62,476 | — | NEW |
| 40 | Silver Grove Financial Group, Inc. | 1,3801,380 | $50,246 | — | NEW |
| 41 | AdvisorNet Financial, Inc | 780780 | $28,400 | — | — |
| 42 | ASSETMARK, INC | 416416 | $15,147 | — | TRIM -2% |
| 43 | CWM, LLC | 210210 | $7,646 | — | — |
| 44 | IFP Advisors, Inc | 112112 | $4,078 | — | — |
| 45 | JPMORGAN CHASE & CO | 3232 | $1,142 | — | — |
| 46 | MORGAN STANLEY | 11 | $36 | — | TRIM -100% |
Rows rank by the value each filer reported — 13F filers price their own positions, so a holder with fewer shares can rank just above one with more.
| Holder | 2024-Q4 | 2025-Q1 | 2025-Q2 | 2025-Q3 | 2025-Q4 | 2026-Q1 | Latest value |
|---|---|---|---|---|---|---|---|
| SEI INVESTMENTS CO | 6.0M | 5.9M | 5.9M | 7.4M | 7.6M | 8.2M | $299M |
| SUMMIT WEALTH GROUP LLC / CO | — | — | 87K | — | 1.1M | 1.5M | $53M |
| S&T Bank/PA | — | 5K | 101K | 181K | 192K | 218K | $8M |
| ENVESTNET ASSET MANAGEMENT INC | 129K | 123K | 123K | 160K | 159K | 161K | $6M |
| TRUIST FINANCIAL CORP | 124K | 117K | 117K | 152K | 151K | 153K | $6M |
| Beacon Pointe Advisors, LLC | — | — | — | 139K | 140K | 148K | $5M |
| Merit Financial Group, LLC | — | 36K | 39K | 53K | 55K | 146K | $5M |
| Meriwether Wealth & Planning, LLC | 56K | 70K | 108K | 114K | 121K | 128K | $5M |
| K2 Financial Inc. | 44K | 47K | 47K | 59K | 60K | 64K | $2M |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 36K | 38K | 42K | 54K | 53K | 49K | $2M |
| Cambridge Investment Research Advisors, Inc. | 22K | 21K | 24K | 30K | 31K | 37K | $1M |
| Csenge Advisory Group | 21K | 23K | 24K | 33K | 36K | 36K | $1M |
| EXENCIAL WEALTH ADVISORS, LLC | 23K | 23K | 22K | 30K | 27K | 29K | $1M |
| Ameritas Advisory Services, LLC | — | — | — | — | 26K | 27K | $996,105 |
| Diversified Enterprises, LLC | — | 9K | 11K | 13K | 24K | 25K | $916,731 |
Shares reported each quarter by the largest current holders. Green = added vs the prior filing, red = trimmed, grey = roughly held; a dash is a quarter with no 13F on file (a gap is skipped, not read as an exit). 13F is filed up to 45 days after quarter-end. Up to 40 quarters (10 years) available — use the selector above.
Holder count only — too few computable %-of-shares-outstanding quarters for a % pane. Line breaks are quarters with no 13F record, never interpolated.
| Quarter | Holders | Shares held | % shares out | Value held |
|---|---|---|---|---|
| 2026-Q1 | 46 | 11,157,315 | — | $407M |
| 2025-Q4 | 52 | 10,589,896 | — | $410M |
| 2025-Q3 | 49 |
Short interest has its own tab now — open SI →
Source: SEC Form 13F — every institution manager (≥ $100M in 13F securities) reporting a long US-listed position, across ~10,250 filers over 10 years of history. 13F is long-only, US-listed, filed up to 45 days after quarter-end.
| Biggest buyers | Δ shares | Δ value | |
|---|---|---|---|
| SEI INVESTMENTS CO | +613,643 | $22M | ADD |
| SUMMIT WEALTH GROUP LLC / CO | +317,745 | $12M | ADD |
| Merit Financial Group, LLC | +91,851 | $3M | ADD |
| S&T Bank/PA | +26,245 | $955,580 | ADD |
| JANE STREET GROUP, LLC | +10,051 | $365,957 | OPEN |
| Biggest sellers | Δ shares | Δ value | |
|---|---|---|---|
| OSAIC HOLDINGS, INC. | −243,959 | $9M | TRIM |
| Yeomans Consulting Group, Inc. | −109,229 | $4M | CLOSE |
| FSA Advisors, Inc. | −66,176 | $2M | CLOSE |
| Stark Wealth Management LLC | −40,415 | $1M | CLOSE |
| Global Retirement Partners, LLC | −38,140 | $1M | CLOSE |
The 2025-Q4 register is as-filed in ITS OWN share basis; every count below was rebased into the 2026-Q1 basis (no split in between, factor 1). Dollar figures value the SHARE delta at one price — the 2026-03-31 close — rather than differencing two filings' own reported values, which would mix the quarter's price move into the trade figure.
13Fs disclose LONG US-listed positions only — shorts, most derivatives, bonds and non-US listings are invisible here, and a filer's quarter-over-quarter change is not necessarily a trade (index rebalances, in-kind transfers and entity successions all read as flow).
| 8,971,133 |
| — |
| $347M |
| 2025-Q2 | 45 | 7,044,283 | — | $262M |
| 2025-Q1 | 43 | 6,779,255 | — | $236M |
| 2024-Q4 | 41 | 6,897,056 | — | $241M |
| 2024-Q3 | 29 | 6,727,454 | — | $235M |
| 2024-Q2 | 31 | 6,798,145 | — | $225M |
| 2024-Q1 | 26 | 6,724,795 | — | $216M |
| 2023-Q4 | 6 | 47,308 | — | $1M |
| 2023-Q3 | 4 | 35,533 | — | $981,700 |
| 2023-Q2 | 3 | 21,364 | — | $619,769 |
| 2023-Q1 | 2 | 9,395 | — | $255,309 |
| 2022-Q4 | 3 | 11,193 | — | $282,378 |
| 2022-Q3 | 2 | 1,674 | — | $41,000 |
| 2022-Q2 | 1 | 210 | — | $5,000 |
