Public record / Tickers / SEIC

SEIC — SEI INVESTMENTS CO†

Both disclosure regimes on one name: who in Congress filed about SEIC, which institutions reported holding it. Each section keeps its own clock — congressional trades on the 45-day PTR clock, 13F holdings as quarter-end snapshots.

Congress txns
5
all PTR rows naming SEIC
Members · 12m
0
0 buys · 0 sells · by trade date
Latest PTR
11-10
filed 2022-11-10
13F holders
474
top-474 slice · 2026-03-31
Congress = transactions in statutory ranges, 45-day lag · Institutions = quarter-end positions, 45-day lagas of 2026-10-01 13:54 UTCno price data — a disclosure record, not a chart

Tommy Tuberville · $1.0K–$15.0K

SELL · traded 2022-10-05 → filed 2022-11-10. Ranked over every SEIC row by the provable lower bound, never a point estimate.

No member disclosed SEIC in the trailing 12 months

Counts of disclosures by trade date, not dollars — ranges cannot be netted across members. Flow ranges per member are in the table below.

1 row filed past the 45-day window

Late disclosure is stated on the row, never editorialised. Both dates and the receipt stay on every row.

Congress · disclosure timeline

TRADE DATES · 24M · ▲ BUY ▼ SELL · HEIGHT = LOG LOWER BOUND

No dated SEIC rows fall inside the trailing 24 months by trade date.

Trade date, not filing date — the lag lives in the table below. 0 rows placed.

PLANNED institutional holder flow by quarter

Congressional disclosures

ALL PTR ROWS NAMING SEIC · SORTED FILED ↓ · STATUTORY RANGES · FILED ≤45D LATEfull congressional view ↗
Latest congressional filings mentioning SEIC
FiledMemberSide · OwnerTraded · LagAmountRange · FlagsSrc
2022-11-10Tommy Tuberville R–ALSELL JT (jointly owned)Traded 10-05 +36d$1K–$15K
2021-07-23Tommy Tuberville R–ALBUY JT (jointly owned)Traded 03-29 LATE·116d$1K–$15K
2020-04-05Mikie Sherrill D–NJ-11SELLTraded 02-20 +45d$1K–$15K
2020-02-19Mikie Sherrill D–NJ-11BUYTraded 01-15 +35d$1K–$15K
2020-01-10Mikie Sherrill D–NJ-11SELLTraded 2019-12-12 +29d$1K–$15K
Each row shows the trade date and the filing date; the gap between them is the disclosure lag.all 5 ↗

Members active in SEIC

12M · NET LOWER BOUND · COMMITTEES AS OF TRADE DATE · SNAPSHOT 2026-10-01

No member disclosed SEIC in the trailing 12 months.

Congress ↔ notable managers · SEIC

who in Congress disclosed purchases or sales beside which notable managers added or trimmed

Congress · last 90 days

Buyers
0 — —
Sellers
0 — —

filed 2026-07-03 → 2026-10-01 · totals are statutory ranges

Notable managers · quarter ended 2026-03-31

Adding
0 — $0 held

NEW + ADD vs TRIM + EXIT, by shares · $ = reported value now, not the change · SEI INVTS CO

Merged timeline of congressional filings and notable-manager moves on SEIC
DateWhoChangeSize
2026-05-15Bridgewater Associates 13FTRIM−113,202 sh
2026-05-14Caxton Associates 13FEXIT−17,000 sh

2 newest rows · every row dates by its filing date: a disclosure's, or the 13F's for the quarter · a 13F row is a quarter-end snapshot, not a trade

Institutional holders · 13F · Quarter ended 2026-03-31 · longs only

Top institutional holders of SEIC for quarter 2026-03-31
#FilerValueSecuritiesFlagsSrc
1BlackRock, Inc.$793M1
2VANGUARD PORTFOLIO MANAGEMENT LLC$481M1
3MORGAN STANLEY$376M1
4VANGUARD CAPITAL MANAGEMENT LLC$372M1
5STATE STREET CORP$328M1
6BANK OF AMERICA CORP /DE/$229M1
7FMR LLC$164M1
8DIMENSIONAL FUND ADVISORS LP$147M1
9FIRST TRUST ADVISORS LP$143M1
10Boston Partners$139M1
11CAISSE DE DEPOT ET PLACEMENT DU QUEBEC$94.0M1
12Invesco Ltd.$89.9M1
13ROYCE & ASSOCIATES LP$78.2M1
14FRANKLIN RESOURCES INC$77.1M1
15NORTHERN TRUST CORP$71.1M1
16Clark Capital Management Group, Inc.$65.7M1
17CHARLES SCHWAB INVESTMENT MANAGEMENT INC$54.7M1
18VANGUARD FIDUCIARY TRUST CO$46.3M1
19RAYMOND JAMES FINANCIAL INC$44.9M1
20ARROWSTREET CAPITAL, LIMITED PARTNERSHIP$44.6M1
21FIRST FINANCIAL BANKSHARES INC$43.5M1
22PFA Pension, Forsikringsaktieselskab$40.8M1
23ENVESTNET ASSET MANAGEMENT INC$39.1M1
24Prana Capital Management, LP$36.4M1
25UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$35.8M1
26VICTORY CAPITAL MANAGEMENT INC$33.6M1
27AQR CAPITAL MANAGEMENT LLC$33.0M1
28ROYAL BANK OF CANADA$32.7M1
29VOLORIDGE INVESTMENT MANAGEMENT, LLC$32.3M1
30RENAISSANCE TECHNOLOGIES LLC$31.4M1
31Quantinno Capital Management LP$30.0M1
32BARCLAYS PLC$29.9M1
33Man Group plc$28.3M1
34Connor, Clark & Lunn Investment Management Ltd.$26.9M1
35Arbejdsmarkedets Tillaegspension$25.4M1
36UBS Group AG$24.8M1
37ProShare Advisors LLC$23.6M1
38Retirement Systems of Alabama$21.4M1
39Bridgewater Associates, LP$18.3M1
40BALYASNY ASSET MANAGEMENT L.P.$17.7M1
41ALPS ADVISORS INC$16.8M1
42PRINCIPAL FINANCIAL GROUP INC$16.3M1
43Swiss National Bank$16.2M1
44CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM$15.6M1
45Legal & General Group Plc$14.8M1
46Amundi$14.8M1
47Nuveen, LLC$13.7M1
48MARKEL GROUP INC.$13.6M1
49LPL Financial LLC$13.1M1
50Tidal Investments LLC$12.6M1
51Rockefeller Capital Management L.P.$12.0M1
52OSAIC HOLDINGS, INC.$11.9M1
53Interval Partners, LP$10.7M1
54ALLIANCEBERNSTEIN L.P.$10.4M1
55Qube Research & Technologies Ltd$9.8M1
56MILLENNIUM MANAGEMENT LLC$9.3M1
57Creative Planning$9.2M1
58BANK OF MONTREAL /CAN/$8.9M1
59WELLS FARGO & COMPANY/MN$8.8M1
60TRUIST FINANCIAL CORP$8.7M1
61KING LUTHER CAPITAL MANAGEMENT CORP$8.6M1
62STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM$8.6M1
63TD ASSET MANAGEMENT INC$8.4M1
64Robeco Institutional Asset Management B.V.$8.2M1
65TEACHER RETIREMENT SYSTEM OF TEXAS$8.1M1
66STIFEL FINANCIAL CORP$7.9M1
67Kathmere Capital Management, LLC$7.8M1
68AMERICAN CENTURY COMPANIES INC$7.5M1
69Corient Private Wealth LLC$7.2M1
70VANGUARD ASSET MANAGEMENT, Ltd$7.1M1
71STATE OF WISCONSIN INVESTMENT BOARD$6.8M1
72HSBC HOLDINGS PLC$6.6M1
73Vest Financial, LLC$6.5M1
74Thrive Wealth Management, LLC$6.0M1
75Taylor Hoffman Capital Management LLC$5.7M1
76Chevy Chase Trust Holdings, LLC$5.7M1
77Karl Kapital LLC$5.7M1
78MANUFACTURERS LIFE INSURANCE COMPANY, THE$5.5M1
79Modera Wealth Management, LLC$5.2M1
80TD Waterhouse Canada Inc.$5.0M1
81Mirae Asset Global Investments Co., Ltd.$5.0M1
82Universal- Beteiligungs- und Servicegesellschaft mbH$4.8M1
83HBK Sorce Advisory LLC$4.7M1
84Schonfeld Strategic Advisors LLC$4.5M1
85MAI Capital Management$4.2M1
86Mill Creek Capital Advisors, LLC$4.0M1
87ExodusPoint Capital Management, LP$3.9M1
88Inspire Investing, LLC$3.9M1
89Sanctuary Advisors, LLC$3.8M1
90Illinois Municipal Retirement Fund$3.8M1
91APG Asset Management N.V.$3.7M1
92Banco Santander, S.A.$3.7M1
93Morningstar Investment Management LLC$3.6M1
94Y-Intercept (Hong Kong) Ltd$3.6M1
95New Age Alpha Advisors, LLC$3.6M1
96Allianz Asset Management GmbH$3.6M1
97Janus Henderson Group Ltd.$3.5M1
98Vident Advisory, LLC$3.5M1
99Engineers Gate Manager LP$3.5M1
100FIDEURAM - INTESA SANPAOLO PRIVATE BANKING S.P.A.$3.4M1
101Henshaw Capital LLC$3.4M1
102Moran Wealth Management, LLC$3.4M1
103ZACKS INVESTMENT MANAGEMENT$3.3M1
104Holocene Advisors, LP$3.3M1
105CITADEL ADVISORS LLC$3.3M1
106Oxbow Advisors, LLC$3.3M1
107BRANDES INVESTMENT PARTNERS, LP$3.2M1
108US BANCORP \DE\$3.1M1
109Atria Investments, Inc$3.1M1
110Cetera Investment Advisers$3.0M1
111LAZARD ASSET MANAGEMENT LLC$3.0M1
112Vanguard Global Advisers, LLC$3.0M1
113Zurcher Kantonalbank (Zurich Cantonalbank)$3.0M1
114WORLDQUANT MILLENNIUM ADVISORS LLC$2.9M1
115Wealth Alliance Advisory Group, LLC$2.9M1
116JOHNSON INVESTMENT COUNSEL INC$2.9M1
117Focus Partners Wealth$2.9M1
118Third View Private Wealth, LLC$2.9M1
119ABN AMRO INVESTMENT SOLUTIONS$2.8M1
120MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC$2.8M1
121Diversified Trust Co$2.8M1
122CREDIT AGRICOLE S A$2.7M1
123Crossmark Global Holdings, Inc.$2.7M1
124CITIGROUP INC$2.7M1
125Graham Capital Management, L.P.$2.7M1
126Cerity Partners LLC$2.6M1
127Vanguard Personalized Indexing Management, LLC$2.6M1
128Pathstone Holdings, LLC$2.4M1
129State of New Jersey Common Pension Fund D$2.4M1
130Sepio Capital, LP$2.3M1
131Arizona State Retirement System$2.2M1
132Callan Family Office, LLC$2.2M1
133XTX Topco Ltd$2.1M1
134MML INVESTORS SERVICES, LLC$2.1M1
135MERCER GLOBAL ADVISORS INC /ADV$2.1M1
136INTECH INVESTMENT MANAGEMENT LLC$2.1M1
137FIFTH THIRD BANCORP$2.1M1
138Vanguard Investments Australia, Ltd.$2.1M1
139SMITHBRIDGE ASSET MANAGEMENT INC/DE$2.1M1
140BANK OF NOVA SCOTIA$2.1M1
141Summit Trail Advisors, LLC$1.9M1
142Ensign Peak Advisors, Inc$1.9M1
143COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS$1.8M1
144QUADRANT CAPITAL GROUP LLC$1.8M1
145FIRST CITIZENS BANK & TRUST CO$1.8M1
146STATE OF MICHIGAN RETIREMENT SYSTEM$1.8M1
147Linden Thomas Advisory Services, LLC$1.8M1
148Mitsubishi UFJ Trust & Banking Corp$1.7M1
149DEUTSCHE BANK AG\$1.7M1
150NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC$1.6M1
151DAVENPORT & Co LLC$1.6M1
152Moors & Cabot, Inc.$1.6M1
153OPPENHEIMER ASSET MANAGEMENT INC.$1.5M1
154Envestnet Portfolio Solutions, Inc.$1.5M1
155Arax Advisory Partners$1.5M1
156TWO SIGMA INVESTMENTS, LP$1.5M1
157OREGON PUBLIC EMPLOYEES RETIREMENT FUND$1.5M1
158Hennion & Walsh Asset Management, Inc.$1.4M1
159O'SHAUGHNESSY ASSET MANAGEMENT, LLC$1.4M1
160Ameritas Investment Partners, Inc.$1.3M1
161Pictet Asset Management Holding SA$1.3M1
162Empirical Financial Services, LLC d.b.a. Empirical Wealth Management$1.3M1
163Freestone Grove Partners LP$1.3M1
164OmniStar Financial Group, Inc.$1.2M1
165AIA Group Ltd$1.2M1
166Sequoia Financial Advisors, LLC$1.2M1
167DIVERSIFY WEALTH MANAGEMENT, LLC$1.2M1
168Dynamic Technology Lab Private Ltd$1.2M1
169Headlands Technologies LLC$1.2M1
170Elo Mutual Pension Insurance Co$1.2M1
171&PARTNERS$1.2M1
172Lafayette Investments, Inc.$1.2M1
173Confluence Wealth Services, Inc.$1.2M1
174Gotham Asset Management, LLC$1.1M1
175PRINCIPAL SECURITIES, INC.$1.1M1
176NOVEM GROUP$1.0M1
177HighTower Advisors, LLC$1.0M1
178WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$1.0M1
179BROWN ADVISORY INC$980K1
180Lido Advisors, LLC$976K1
181Focus Partners Advisor Solutions, LLC$953K1
182Marshall Financial Group, LLC$945K1
183PRUDENTIAL FINANCIAL INC$933K1
184XPONANCE LLC$931K1
185Portfolio Design Labs, LLC$928K1
186Mariner, LLC$910K1
187CWM, LLC$902K1
188NEW YORK LIFE INVESTMENT MANAGEMENT LLC$891K1
189VOYA INVESTMENT MANAGEMENT LLC$888K1
190COMMERCE BANK$874K1
191Federation des caisses Desjardins du Quebec$867K1
192LANDSCAPE CAPITAL MANAGEMENT, L.L.C.$857K1
193HUNTINGTON NATIONAL BANK$847K1
194Portside Wealth Group, LLC$834K1
195Gibbs Wealth Management$834K1
196Ashton Thomas Private Wealth, LLC$822K1
197Verition Fund Management LLC$806K1
198Cresset Asset Management, LLC$801K1
199RBF Capital, LLC$785K1
200EVERGREEN CAPITAL MANAGEMENT LLC$769K1
201Orion Porfolio Solutions, LLC$762K1
202PATTON ALBERTSON MILLER GROUP, LLC$757K1
203HARRELL INVESTMENT PARTNERS, LLC$742K1
204Swiss Life Asset Management Ltd$740K1
205PATTEN & PATTEN INC/TN$738K1
206MIRABELLA FINANCIAL SERVICES LLP$727K1
207Ascent Group, LLC$711K1
208FEDERATED HERMES, INC.$707K1
209Precision Wealth Strategies, LLC$696K1
210KESTRA PRIVATE WEALTH SERVICES, LLC$679K1
211Point72 Asset Management, L.P.$675K1
212SummitTX Capital, L.P.$640K1
213JMN Financial LLC$628K1
214Inspire Advisors, LLC$623K1
215INVESTMENT MANAGEMENT CORP /VA/ /ADV$611K1
216UMB Bank, n.a.$608K1
217Aquatic Capital Management LLC$585K1
218FORA Capital, LLC$582K1
219COMMONWEALTH EQUITY SERVICES, LLC$571K1
220Ameritas Advisory Services, LLC$562K1
221Gateway Wealth Partners, LLC$559K1
222Impact Partnership Wealth, LLC$550K1
223SIGNATUREFD, LLC$543K1
224Avior Wealth Management, LLC$541K1
225UNITED CAPITAL FINANCIAL ADVISORS, LLC$541K1
226Snowden Capital Advisors LLC$540K1
227SECURIAN ASSET MANAGEMENT, INC$532K1
228MQS Management LLC$531K1
229OP Asset Management Ltd$513K1
230State of Wyoming$513K1
231Odyssean, LLC$509K1
232Lansing Street Advisors$496K1
233JANE STREET GROUP, LLC$494K1
234BAKER TILLY WEALTH MANAGEMENT, LLC$491K1
235Clearstead Advisors, LLC$491K1
236Haverford Trust Co$490K1
237PANAGORA ASSET MANAGEMENT INC$478K1
238Procyon Advisors, LLC$464K1
239Concurrent Investment Advisors, LLC$453K1
240AVIVA PLC$442K1
241CI INVESTMENTS INC.$440K1
242ASHTON THOMAS SECURITIES, LLC$437K1
243Utah Retirement Systems$431K1
244JOURNEY RETIREMENT PLANNING & INVESTMENT MANAGEMENT LLC$420K1
245AE Wealth Management LLC$410K1
246Maryland State Retirement & Pension System$403K1
247Polymer Capital Management (US) LLC$396K1
248M&T BANK CORP$389K1
249AXQ CAPITAL, LP$386K1
250NewEdge Advisors, LLC$384K1
251Frec Markets, Inc.$372K1
252CATALYST FINANCIAL PARTNERS LLC$369K1
253OMERS ADMINISTRATION Corp$366K1
254EntryPoint Capital, LLC$366K1
255SHP Wealth Management$358K1
256Financiere des Professionnels - Fonds d'investissement inc.$351K1
257Private Advisor Group, LLC$334K1
258Steward Partners Investment Advisory, LLC$318K1
259ONE WEALTH CAPITAL MANAGEMENT, LLC$318K1
260Chicago Partners Investment Group LLC$317K1
261Carbahal Olsen Financial Services Group, LLC$314K1
262QRG CAPITAL MANAGEMENT, INC.$304K1
263CIBC Asset Management Inc$299K1
264Leo Wealth, LLC$295K1
265Blackstone Inc.$294K1
266Simplicity Wealth,LLC$290K1
267World Investment Advisors$289K1
268Caitlin John, LLC$288K1
269Dakota Wealth Management$287K1
270CAPSTONE INVESTMENT ADVISORS, LLC$279K1
271Cadent Capital Advisors, LLC$269K1
272Hardy Reed LLC$267K1
273Vestmark Advisory Solutions, Inc.$262K1
274Kestra Advisory Services, LLC$260K1
275Atlantic Union Bankshares Corp$259K1
276MAIRS & POWER INC$259K1
277HUB Investment Partners, LLC$259K1
278Royal Capital Wealth Management, LLC$251K1
279Institute for Wealth Management, LLC.$250K1
280Alliance Wealth Advisors, LLC /UT$249K1
281Korea Investment CORP$249K1
282Baker Avenue Asset Management, LP$248K1
283SHELTON CAPITAL MANAGEMENT$247K1
284FLORIDA FINANCIAL ADVISORS, LLC$245K1
285EXCHANGE TRADED CONCEPTS, LLC$240K1
286Outlook Wealth Advisors, LLC$238K1
287Gallacher Capital Management LLC$238K1
288Claro Advisors Inc.$237K1
289North Dakota State Investment Board$235K1
290Tower Research Capital LLC (TRC)$233K1
291Csenge Advisory Group$233K1
292Avantra Family Wealth, Inc.$224K1
293SUSQUEHANNA INTERNATIONAL GROUP, LLP$223K1
294OpenArc Corporate Advisory, LLC$214K1
295Financial Planning Hawaii, Inc.$213K1
296NORDEN GROUP LLC$213K1
297Vise Technologies, Inc.$212K1
298RFG Advisory, LLC$211K1
299AlTi Global, Inc.$208K1
300TrueWealth Advisors, LLC$207K1
301HB Wealth Management, LLC$205K1
302Compound Planning, Inc.$201K1
303Meeder Advisory Services, Inc.$201K1
304Caprock Group, LLC$200K1
305MGO ONE SEVEN LLC$200K1
306Peterson Wealth Services$174K1
307LORD, ABBETT & CO. LLC$173K1
308NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$140K1
309Hills Bank & Trust Co$129K1
310Cassaday & Co Wealth Management LLC$120K1
311Allworth Financial LP$116K1
312BNP Paribas Asset Management Holding S.A.$116K1
313Sachetta, LLC$113K1
314Wilmington Savings Fund Society, FSB$110K1
315NATIONAL BANK OF CANADA /FI/$107K1
316Annis Gardner Whiting Capital Advisors, LLC$104K1
317BARD ASSOCIATES INC$92.4K1
318GHP Investment Advisors, Inc.$72.7K1
319Blue Trust, Inc.$64.0K1
320WealthCollab, LLC$61.0K1
321SJS Investment Consulting Inc.$54.5K1
322Rialto Wealth Management, LLC$54.3K1
323Larson Financial Group LLC$48.1K1
324Asset Management One Co., Ltd.$47.2K1
325Wealth Enhancement Trust Services, Inc.$43.7K1
326Keating Financial Advisory Services, Inc.$42.8K1
327Addison Advisors LLC$38.3K1
328CENTRAL TRUST Co$37.7K1
329TOTH FINANCIAL ADVISORY CORP$33.0K1
330Medallion Wealth Advisors, LLC$31.4K1
331NOMURA ASSET MANAGEMENT CO LTD$30.6K1
332THRIVENT FINANCIAL FOR LUTHERANS$25.5K1
333Asset Dedication, LLC$25.1K1
334Financial Network Wealth Advisors LLC$24.2K1
335Smartleaf Asset Management LLC$24.2K1
336HM PAYSON & CO$23.5K1
337True Wealth Design, LLC$22.3K1
338CVA Family Office, LLC$21.3K1
339Pinnacle Wealth Planning Services, Inc.$21.1K1
340MATHER GROUP, LLC.$20.6K1
341DHJJ Financial Advisors, Ltd.$18.4K1
342Copeland Capital Management, LLC$17.3K1
343ASSETMARK, INC$16.6K1
344GROUP ONE TRADING LLC$15.9K1
345Hilton Head Capital Partners, LLC$15.7K1
346Intentional Wealth Strategies, LLC$15.6K1
347Spire Wealth Management$14.8K1
348Physician Wealth Advisors, Inc.$14.1K1
349ELEVATION WEALTH PARTNERS, LLC$12.3K1
350Frazier Financial Advisors, LLC$12.3K1
351BROWN, LISLE/CUMMINGS, INC.$11.4K1
352Access Investment Management LLC$10.8K1
353JFS WEALTH ADVISORS, LLC$10.8K1
354Owl Creek Wealth Partners LLC$9.4K1
355Vestcor Inc$8.8K1
356Bell Investment Advisors, Inc$8.6K1
357Prestige Wealth Management Group LLC$8.2K1
358Eurizon Capital SGR S.p.A.$8.1K1
359Signature Equity Partners, LLC$6.9K1
360JONES FINANCIAL COMPANIES LLLP$5.9K1
361CANADA LIFE ASSURANCE Co$5.6K1
362Parkside Financial Bank & Trust$5.6K1
363Clearstead Trust, LLC$5.4K1
364Private Wealth Management Group, LLC$4.5K1
365Mitsubishi UFJ Asset Management Co., Ltd.$4.2K1
366Truvestments Capital LLC$4.2K1
367Altshuler Shaham Ltd$4.0K1
368Crewe Advisors LLC$3.6K1
369Treasurer of the State of North Carolina$3.4K1
370Raleigh Capital Management Inc.$3.2K1
371INGALLS & SNYDER LLC$3.1K1
372KBC Group NV$3.1K1
373Geneos Wealth Management Inc.$2.9K1
374Nemes Rush Group LLC$2.7K1
375SouthState Bank Corp$2.6K1
376United Financial Planning Group LLC$2.6K1
377Marquette Asset Management, LLC$2.5K1
378JNBA Financial Advisors$2.5K1
379MONTAG A & ASSOCIATES INC$2.5K1
380JPL Wealth Management, LLC$2.4K1
381Transamerica Financial Advisors, LLC$2.3K1
382Activest Wealth Management$2.3K1
383DiNuzzo Private Wealth, Inc.$2.2K1
384Beaird Harris Wealth Management, LLC$2.0K1
385Granite FO LLC$1.6K1
386PARK AVENUE SECURITIES LLC$1.3K1
387Grove Bank & Trust$1.3K1
388Cromwell Holdings LLC$1.0K1
389Investors Portfolio Services LLC$1.0K1
390Penserra Capital Management LLC$8101
391HFM Investment Advisors, LLC$7851
392State of Alaska, Department of Revenue$7301
393Kilter Group LLC$7071
394Vermillion Wealth Management, Inc.$5491
395DekaBank Deutsche Girozentrale$5041
396South Dakota Investment Council$4971
397Manchester Capital Management LLC$3931
398Seneschal Advisors, LLC$3141
399TopTier Wealth Management, LLC$2351
400VALLEY NATIONAL ADVISERS INC$2101
401MV CAPITAL MANAGEMENT, INC.$1571
402American Capital Advisory, LLC$1571
403Dogwood Wealth Management LLC$1571
404TFC Financial Management, Inc.$791
4053 FACTOR INDEXING, LLC$791
406Caitong International Asset Management Co., Ltd$781
407Employees Retirement System of Texas$711
408Evolution Advisers, Inc.$681
409Fairman Group, LLC$661
410HAZLETT, BURT & WATSON, INC.$471
411ACADIAN ASSET MANAGEMENT LLC$471
412Smithfield Trust Co$451
413Avion Wealth$41
414Navigoe, LLC$21
415Harvest Fund Management Co., Ltd$11
416VANGUARD GROUP INC— value not disclosed1
417GLENMEDE TRUST CO NA— value not disclosed1
418MJP ASSOCIATES INC /ADV— value not disclosed1
419Laird Norton Wetherby Trust Company, LLC— value not disclosed1
420MEEDER ASSET MANAGEMENT INC— value not disclosed1
421HARBOUR INVESTMENTS, INC.— value not disclosed1
422Brandywine Global Investment Management, LLC— value not disclosed1
423PRUDENTIAL PLC— value not disclosed1
424COMERICA BANK— value not disclosed1
425MACKENZIE FINANCIAL CORP— value not disclosed1
426SCHRODER INVESTMENT MANAGEMENT GROUP— value not disclosed1
427LOGAN CAPITAL MANAGEMENT INC— value not disclosed1
428EASTERN BANK— value not disclosed1
429WBH ADVISORY INC— value not disclosed1
430Hilltop Holdings Inc.— value not disclosed1
431NATIXIS— value not disclosed1
432CANADA PENSION PLAN INVESTMENT BOARD— value not disclosed1
433CIBC Private Wealth Group LLC— value not disclosed1
434Cadence Bank— value not disclosed1
435Magnetar Financial LLC— value not disclosed1
436NORGES BANK— value not disclosed1
437Apriem Advisors— value not disclosed1
438Convergence Investment Partners, LLC— value not disclosed1
439HRT FINANCIAL LP— value not disclosed1
440TWO SIGMA ADVISERS, LP— value not disclosed1
441Voleon Capital Management LP— value not disclosed1
442Brevan Howard Capital Management LP— value not disclosed1
443Composition Wealth, LLC— value not disclosed1
444Bridgewater Advisors Inc.— value not disclosed1
445WINTON GROUP Ltd— value not disclosed1
446Squarepoint Ops LLC— value not disclosed1
447Azora Capital LP— value not disclosed1
448Blueshift Asset Management, LLC— value not disclosed1
449IFG Advisory, LLC— value not disclosed1
450Global Retirement Partners, LLC— value not disclosed1
451Farringdon Capital, Ltd.— value not disclosed1
452Advisor OS, LLC— value not disclosed1
453TWINBEECH CAPITAL LP— value not disclosed1
454CERTUITY, LLC— value not disclosed1
455Lloyd Advisory Services, LLC.— value not disclosed1
456M&G Plc— value not disclosed1
457Union Heritage Capital, LLC— value not disclosed1
458Vermillion & White Wealth Management Group, LLC— value not disclosed1
459NFSG Corp— value not disclosed1
460AlphaQuest LLC— value not disclosed1
461PharVision Advisers, LLC— value not disclosed1
462Forum Financial Management, LP— value not disclosed1
463Nilsine Partners, LLC— value not disclosed1
464SageView Advisory Group, LLC— value not disclosed1
465Cape Investment Advisory, Inc.— value not disclosed1
466Dunhill Financial, LLC— value not disclosed1
467Kestra Investment Management, LLC— value not disclosed1
468Quarry LP— value not disclosed1
469Diversify Advisory Services, LLC— value not disclosed1
470Aster Capital Management (DIFC) Ltd— value not disclosed1
471Bayforest Capital Ltd— value not disclosed1
472CAXTON ASSOCIATES LLP— value not disclosed1
473OPTIMA CAPITAL LLC— value not disclosed1
474Fideuram Asset Management (Ireland) dac— value not disclosed1
Truncated by Public Filings. Every one of the 415 13F filers reporting this share class for the quarter is listed. methodology §13F ↗
§ derived by Public Filings from this build's reviewed ticker-mapping holders list for this share class; that list carries each holder's share count, share change and filed date, which this table does not show, but no document links — the EDGAR link opens the filer's 13F list
n/c Newest filing in this build: 2026-07-31. Per-row filing dates are on each receipt.

Crowding — not available in this build. No holder rows for the selected period, so no percentile can be ranked.

Do the two regimes agree?

TRAILING 12M · CONGRESS vs FILERS NET
Congress net (rows)no rows
Congress net ($ bound)$0
Filers net (actions)not in build
Filers net ($ Q/Q)not in build

The filer side needs per-issuer quarter-over-quarter actions, which the published aggregate does not carry for this issuer. Convergence and divergence are stated only when both sides are computed.

Signals on SEIC

RETAINED WINDOW · ACTIVE HITS

Zero hits on SEIC in the retained window — a computed answer over every rule, not missing coverage.

Every rule, with its definition →

Planned modules for SEIC · financials and macro

Financials — as filed PLANNED

SEIC's as-reported XBRL fundamentals will appear here when the financials module passes its gates. Until then: SEIC on EDGAR ↗

Macro context PLANNED

Rates, inflation, and positioning series land here with the macro module — vintage-aware, never nowcast.

† issuer name from the SEC's present-day ticker file (company_tickers.json) — a present-day mapping, not the name as of each filing