Filing Research | SEIC - SEI INVESTMENTS COMPANY Institutional Holdings

Snapshot holdings

50 / 120 loaded

#		Instrument	quantity
1	Boston Trust Walden Corp	Shares	991.3KSH	$86.9M
2	Arbejdsmarkedets Tillaegspension	Shares	313.6KSH	$27.5M
3	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Shares	119.4KSH	$11.1M
4	Fideuram Asset Management (Ireland) dac	Shares	113.2KSH	$9.1M
5	Thrive Wealth Management, LLC	Shares	73.9KSH	$6.5M
6	Mirae Asset Global Investments Co., Ltd.	Shares	65.5KSH	$5.7M
7	Vest Financial, LLC	Shares	64.9KSH	$5.7M
8	Robeco Institutional Asset Management B.V.	Shares	50.2KSH	$4.4M
9	Police & Firemen's Retirement System of New Jersey	Shares	45.8KSH	$4.0M
10	Morningstar Investment Management LLC	Shares	46.2KSH	$3.6M
11	Wealth Alliance Advisory Group, LLC	Shares	37.5KSH	$3.3M
12	Crossmark Global Holdings, Inc.	Shares	37.3KSH	$3.3M
13	Diversified Trust Co	Shares	35.6KSH	$3.1M
14	ABN AMRO INVESTMENT SOLUTIONS	Shares	35.5KSH	$3.1M
15	JOHNSON INVESTMENT COUNSEL INC	Shares	32.1KSH	$2.8M
16	Louisiana State Employees Retirement System	Shares	26.7KSH	$2.3M
17	YOUSIF CAPITAL MANAGEMENT, LLC	Shares	26.2KSH	$2.3M
18	FIRST CITIZENS BANK & TRUST CO	Shares	23.0KSH	$2.0M
19	COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS	Shares	21.9KSH	$1.9M
20	DAVENPORT & Co LLC	Shares	21.4KSH	$1.9M
21	Envestnet Portfolio Solutions, Inc.	Shares	20.2KSH	$1.8M
22	Linden Thomas Advisory Services, LLC	Shares	18.9KSH	$1.7M
23	Empirical Financial Services, LLC d.b.a. Empirical Wealth Management	Shares	18.0KSH	$1.6M
24	Hennion & Walsh Asset Management, Inc.	Shares	17.9KSH	$1.6M
25	Confluence Wealth Services, Inc.	Shares	16.1KSH	$1.4M
26	EVERGREEN CAPITAL MANAGEMENT LLC	Shares	13.0KSH	$1.1M
27	Sequoia Financial Advisors, LLC	Shares	12.8KSH	$1.1M
28	Archford Capital Strategies, LLC	Shares	12.2KSH	$1.1M
29	Portside Wealth Group, LLC	Shares	11.4KSH	$1.0M
30	HARRELL INVESTMENT PARTNERS, LLC	Shares	9.7KSH	$851.4K
31	PATTON ALBERTSON MILLER GROUP, LLC	Shares	9.7KSH	$846.4K
32	LANARK FINANCIAL, INC.	Shares	9.3KSH	$813.5K
33	INVESTMENT MANAGEMENT CORP /VA/ /ADV	Shares	7.8KSH	$685.2K
34	SECURIAN ASSET MANAGEMENT, INC	Shares	6.7KSH	$666.4K
35	ONE WEALTH CAPITAL MANAGEMENT, LLC	Shares	7.2KSH	$630.5K
36	GAMMA Investing LLC	Shares	7.2KSH	$629.7K
37	Avior Wealth Management, LLC	Shares	6.9KSH	$601.1K
38	Nilsine Partners, LLC	Shares	6.8KSH	$592.0K
39	Lansing Street Advisors	Shares	6.3KSH	$554.0K
40	BAKER TILLY WEALTH MANAGEMENT, LLC	Shares	6.1KSH	$530.9K
41	SIGNATUREFD, LLC	Shares	5.7KSH	$498.8K
42	JOURNEY RETIREMENT PLANNING & INVESTMENT MANAGEMENT LLC	Shares	5.0KSH	$439.3K
43	FIDEURAM - INTESA SANPAOLO PRIVATE BANKING S.P.A.	Shares	4.8KSH	$425.2K
44	Fifth Third Wealth Advisors LLC	Shares	4.5KSH	$396.5K
45	QRG CAPITAL MANAGEMENT, INC.	Shares	4.5KSH	$390.3K
46	Intrua Financial, LLC	Shares	4.1KSH	$363.5K
47	NorthCrest Asset Manangement, LLC	Shares	3.5KSH	$328.6K
48	Y-Intercept (Hong Kong) Ltd	Shares	3.7KSH	$320.8K
49	EXCHANGE TRADED CONCEPTS, LLC	Shares	3.6KSH	$316.5K
50	Cadent Capital Advisors, LLC	Shares	3.4KSH	$300.1K

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Manager changes2026-06-30 vs 2026-03-31

50 / 127 loaded

#		Instrument
1	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC added	Shares	+106.4K	+$10.1M	$11.1M
2	Fideuram Asset Management (Ireland) dac new	Shares	+113.2K	+$9.1M	$9.1M
3	Boston Trust Walden Corp trimmed	Shares	-48.4K	+$5.4M	$86.9M
4	Arbejdsmarkedets Tillaegspension trimmed	Shares	-9.8K	+$2.1M	$27.5M
5	Archford Capital Strategies, LLC new	Shares	+12.2K	+$1.1M	$1.1M
6	Mirae Asset Global Investments Co., Ltd. added	Shares	+2.3K	+$782.7K	$5.7M
7	Police & Firemen's Retirement System of New Jersey added	Shares	+2.2K	+$596.5K	$4.0M
8	Crossmark Global Holdings, Inc. added	Shares	+2.8K	+$564.4K	$3.3M
9	Thrive Wealth Management, LLC trimmed	Shares	-2.8K	+$459.9K	$6.5M
10	EVERGREEN CAPITAL MANAGEMENT LLC added	Shares	+3.1K	+$366.9K	$1.1M
11	Intrua Financial, LLC new	Shares	+4.1K	+$363.5K	$363.5K
12	Wealth Alliance Advisory Group, LLC unchanged	Shares	0	+$346.5K	$3.3M
13	Diversified Trust Co added	Shares	+80	+$335.0K	$3.1M
14	NorthCrest Asset Manangement, LLC new	Shares	+3.5K	+$328.6K	$328.6K
15	ONE WEALTH CAPITAL MANAGEMENT, LLC added	Shares	+3.7K	+$312.6K	$630.5K
16	ABN AMRO INVESTMENT SOLUTIONS trimmed	Shares	-300	+$304.6K	$3.1M
17	Empirical Financial Services, LLC d.b.a. Empirical Wealth Management added	Shares	+1.4K	+$277.1K	$1.6M
18	Confluence Wealth Services, Inc. added	Shares	+1.5K	+$264.0K	$1.4M
19	DAVENPORT & Co LLC added	Shares	+629	+$247.3K	$1.9M
20	Envestnet Portfolio Solutions, Inc. added	Shares	+626	+$236.2K	$1.8M
21	Louisiana State Employees Retirement System trimmed	Shares	-200	+$231.0K	$2.3M
22	Revisor Wealth Management LLC new	Shares	+2.4K	+$210.6K	$210.6K
23	Wedmont Private Capital new	Shares	+2.2K	+$207.5K	$207.5K
24	FIRST CITIZENS BANK & TRUST CO trimmed	Shares	-113	+$203.8K	$2.0M
25	Portside Wealth Group, LLC added	Shares	+775	+$166.2K	$1.0M
26	Hennion & Walsh Asset Management, Inc. trimmed	Shares	-312	+$141.3K	$1.6M
27	SECURIAN ASSET MANAGEMENT, INC trimmed	Shares	-67	+$134.3K	$666.4K
28	HARRELL INVESTMENT PARTNERS, LLC added	Shares	+247	+$109.0K	$851.4K
29	LANARK FINANCIAL, INC. added	Shares	+126	+$95.6K	$813.5K
30	COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS trimmed	Shares	-1.4K	+$92.9K	$1.9M
31	PATTON ALBERTSON MILLER GROUP, LLC unchanged	Shares	0	+$89.2K	$846.4K
32	YOUSIF CAPITAL MANAGEMENT, LLC trimmed	Shares	-2.0K	+$88.6K	$2.3M
33	QRG CAPITAL MANAGEMENT, INC. added	Shares	+570	+$85.8K	$390.3K
34	IFP Advisors, Inc added	Shares	+663	+$78.3K	$249.2K
35	EXCHANGE TRADED CONCEPTS, LLC added	Shares	+551	+$76.6K	$316.5K
36	INVESTMENT MANAGEMENT CORP /VA/ /ADV added	Shares	+23	+$73.9K	$685.2K
37	Fifth Third Wealth Advisors LLC added	Shares	+410	+$73.9K	$396.5K
38	Avior Wealth Management, LLC trimmed	Shares	-44	+$59.9K	$601.1K
39	Lansing Street Advisors unchanged	Shares	0	+$58.4K	$554.0K
40	GAMMA Investing LLC trimmed	Shares	-209	+$49.9K	$629.7K
41	BAKER TILLY WEALTH MANAGEMENT, LLC trimmed	Shares	-208	+$39.6K	$530.9K
42	Versant Capital Management, Inc added	Shares	+239	+$38.5K	$187.6K
43	HARBOR INVESTMENT ADVISORY, LLC added	Shares	+348	+$34.2K	$65.5K
44	CULLEN INVESTMENT GROUP, LTD. added	Shares	+18	+$32.8K	$297.6K
45	Cadent Capital Advisors, LLC unchanged	Shares	0	+$31.6K	$300.1K
46	RFG Advisory, LLC added	Shares	+70	+$31.0K	$242.3K
47	Financial Planning Hawaii, Inc. unchanged	Shares	0	+$25.1K	$238.6K
48	TrueWealth Advisors, LLC unchanged	Shares	0	+$24.4K	$231.6K
49	JOURNEY RETIREMENT PLANNING & INVESTMENT MANAGEMENT LLC trimmed	Shares	-346	+$19.1K	$439.3K
50	ELEVATION WEALTH PARTNERS, LLC added	Shares	+152	+$14.8K	$27.1K

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