SEI INVESTMENTS CO (SEIC) — Institutional Holders, Q2 2026 (page 6)
579 institutional investment managers reported a SEIC position on SEC Form 13F-HR for the quarter ended June 30, 2026, with a combined reported value of $7.9B. Every filer is listed below, ranked by position value, 100 per page; this page shows ranks 501 to 579. Put and call option positions are excluded, and a firm filing several lots or share classes is shown once with its total.
SEIC 13F holders ranked 501–579 of 579
| # | Institution | Shares | Value | % of portfolio | QoQShares vs Q1 2026 |
|---|---|---|---|---|---|
| 501 | RICHARDSON FINANCIAL SERVICES#501 · 94 sh | 94 | $8.2K | <0.01% | -27.7% |
| 502 | Signature Equity Partners#502 · 87 sh | 87 | $7.6K | <0.01% | -1.1% |
| 503 | Physician Wealth Advisors#503 · 83 sh | 83 | $7.3K | — | -53.9% |
| 504 | FARMERS & MERCHANTS INVESTMENTS#504 · 82 sh | 82 | $7.2K | — | -4.7% |
| 505 | TrueNorth#505 · 81 sh | 81 | $7.1K | <0.01% | +50.0% |
| 506 | CITY HOLDING#506 · 81 sh | 81 | $7.1K | — | New |
| 507 | Essential Partners#507 · 75 sh | 75 | $6.6K | — | New |
| 508 | ACTION POINT FINANCIAL PLANNING#508 · 71 sh | 71 | $6.1K | <0.01% | New |
| 509 | Avion Wealth#509 · 69 sh | 69 | $6.0K | <0.01% | +9.5% |
| 510 | HORIZON FINANCIAL SERVICES#510 · 61 sh | 61 | $5.3K | <0.01% | New |
| 511 | Park Place Capital#511 · 60 sh | 60 | $5.3K | <0.01% | New |
| 512 | Addison Advisors#512 · 58 sh | 58 | $5.1K | <0.01% | -88.1% |
| 513 | Private Wealth Management Group#513 · 57 sh | 57 | $5.0K | — | 0.0% |
| 514 | Truvestments Capital#514 · 53 sh | 53 | $4.6K | <0.01% | 0.0% |
| 515 | TD PRIVATE CLIENT WEALTH#515 · 52 sh | 52 | $4.6K | <0.01% | New |
| 516 | Altshuler Shaham Ltd#516 · 49 sh | 49 | $4.3K | <0.01% | -3.9% |
| 517 | Basecamp Wealth Advisors#517 · 44 sh | 44 | $3.9K | <0.01% | 0.0% |
| 518 | Quarry#518 · 43 sh | 43 | $3.8K | <0.01% | New |
| 519 | WEST PACES ADVISORS#519 · 42 sh | 42 | $3.7K | — | New |
| 520 | Bare Financial Services#520 · 41 sh | 41 | $3.6K | <0.01% | -24.1% |
| 521 | Dogwood Wealth Management#521 · 39 sh | 39 | $3.4K | <0.01% | +1850.0% |
| 522 | Geneos Wealth Management#522 · 37 sh | 37 | $3.2K | <0.01% | 0.0% |
| 523 | Creative Capital Management Investments#523 · 36 sh | 36 | $3.2K | <0.01% | New |
| 524 | Navigoe#524 · 39 sh | 39 | $3.0K | <0.01% | +25.8% |
| 525 | Colonial / SC#525 · 34 sh | 34 | $3.0K | <0.01% | 0.0% |
| 526 | Nemes Rush Group#526 · 34 sh | 34 | $3.0K | <0.01% | 0.0% |
| 527 | MARSHALL INVESTMENT MANAGEMENT#527 · 33 sh | 33 | $2.9K | <0.01% | New |
| 528 | ZIONS BANCORPORATION, NATIONAL ASSOCIATION#528 · 32 sh | 32 | $2.8K | <0.01% | 0.0% |
| 529 | Marquette Asset Management#529 · 32 sh | 32 | $2.8K | — | 0.0% |
| 530 | JNBA Financial Advisors#530 · 32 sh | 32 | $2.8K | <0.01% | 0.0% |
| 531 | MONTAG A & ASSOCIATES#531 · 31 sh | 31 | $2.8K | <0.01% | 0.0% |
| 532 | JPL Wealth Management#532 · 31 sh | 31 | $2.7K | <0.01% | 0.0% |
| 533 | Activest Wealth Management#533 · 30 sh | 30 | $2.6K | — | +3.4% |
| 534 | Cape Investment Advisory#534 · 28 sh | 28 | $2.5K | — | New |
| 535 | DiNuzzo Private Wealth#535 · 28 sh | 28 | $2.5K | — | 0.0% |
| 536 | Fedenia Advisers#536 · 27 sh | 27 | $2.4K | — | New |
| 537 | Beaird Harris Wealth Management#537 · 26 sh | 26 | $2.3K | <0.01% | 0.0% |
| 538 | Bay Harbor Wealth Management#538 · 26 sh | 26 | $2.3K | <0.01% | +52.9% |
| 539 | Cornerstone Planning Group#539 · 22 sh | 22 | $2.2K | — | -26.7% |
| 540 | Hughes Financial Services#540 · 23 sh | 23 | $2.0K | <0.01% | -17.9% |
| 541 | FWL INVESTMENT MANAGEMENT#541 · 22 sh | 22 | $1.9K | <0.01% | New |
| 542 | Granite FO#542 · 21 sh | 21 | $1.8K | — | 0.0% |
| 543 | Rossby Financial, LCC#543 · 19 sh | 19 | $1.7K | <0.01% | -5.0% |
| 544 | Park Square Financial Group#544 · 19 sh | 19 | $1.7K | 0.01% | -62.7% |
| 545 | HFM Investment Advisors#545 · 18 sh | 18 | $1.6K | <0.01% | +80.0% |
| 546 | Grove Bank#546 · 16 sh | 16 | $1.4K | — | 0.0% |
| 547 | Principia Wealth Advisory#547 · 16 sh | 16 | $1.4K | <0.01% | 0.0% |
| 548 | Cornerstone Financial Management#548 · 14 sh | 14 | $1.2K | <0.01% | -39.1% |
| 549 | Cromwell#549 · 13 sh | 13 | $1.1K | <0.01% | 0.0% |
| 550 | Mosley Wealth Management#550 · 12 sh | 12 | $1.1K | — | New |
| 551 | LRI Investments#551 · 12 sh | 12 | $1.1K | <0.01% | New |
| 552 | SBI Securities , Ltd.#552 · 11 sh | 11 | $965.00 | — | -26.7% |
| 553 | Investors Portfolio Services#553 · 11 sh | 11 | $965.00 | <0.01% | 0.0% |
| 554 | Financial Management Professionals#554 · 10 sh | 10 | $877.00 | — | 0.0% |
| 555 | TOUNJIAN ADVISORY PARTNERS#555 · 10 sh | 10 | $877.00 | <0.01% | New |
| 556 | Planning Strategies#556 · 10 sh | 10 | $877.00 | — | — |
| 557 | Halbert, Hargrove/Russell#557 · 10 sh | 10 | $850.00 | — | New |
| 558 | Kilter Group#558 · 9 sh | 9 | $790.00 | <0.01% | 0.0% |
| 559 | HIGHLINE WEALTH PARTNERS#559 · 9 sh | 9 | $789.00 | — | 0.0% |
| 560 | FIRST HORIZON NATIONAL#560 · 8 sh | 8 | $702.00 | — | 0.0% |
| 561 | GROUP ONE TRADING, L.P.#561 · 8 sh | 8 | $702.00 | 0.00% | -96.1% |
| 562 | AdvisorNet Financial#562 · 6 sh | 6 | $526.00 | — | +20.0% |
| 563 | USA FINANCIAL FORMULAS#563 · 6 sh | 6 | $526.00 | <0.01% | — |
| 564 | Bogart Wealth#564 · 6 sh | 6 | $526.00 | 0.00% | -66.7% |
| 565 | DecisionPoint Financial#565 · 4 sh | 4 | $361.00 | <0.01% | New |
| 566 | American Capital Advisory#566 · 4 sh | 4 | $351.00 | <0.01% | +100.0% |
| 567 | Seneschal Advisors#567 · 4 sh | 4 | $351.00 | <0.01% | 0.0% |
| 568 | James T. Borello RIA#568 · 4 sh | 4 | $351.00 | — | -97.3% |
| 569 | Dunhill Financial#569 · 2 sh | 2 | $213.00 | 0.00% | 0.0% |
| 570 | Transamerica Financial Advisors#570 · 2 sh | 2 | $175.00 | 0.00% | -93.1% |
| 571 | RAFFA WEALTH MANAGEMENT#571 · 2 sh | 2 | $175.00 | 0.00% | 0.0% |
| 572 | MV CAPITAL MANAGEMENT#572 · 1 sh | 1 | $88.00 | 0.00% | -50.0% |
| 573 | TFC Financial Management#573 · 1 sh | 1 | $88.00 | — | 0.0% |
| 574 | MARYLAND CAPITAL ADVISORS#574 · 1 sh | 1 | $88.00 | — | — |
| 575 | 3 FACTOR INDEXING#575 · 1 sh | 1 | $88.00 | — | 0.0% |
| 576 | Fairman Group#576 · 1 sh | 1 | $74.00 | — | 0.0% |
| 577 | Raleigh Capital Management#577 · 0 sh | 0 | $20.00 | 0.00% | -100.0% |
| 578 | Erste Asset Management GmbH#578 · 0 sh | 0 | $0.00 | 0.00% | New |
| 579 | CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM#579 · 117,300 sh | 117,300 | — | — | -6.8% |
Source: Form 13F-HR filings on SEC EDGAR, Q2 2026. Values are as reported by each manager at quarter end. “% of portfolio” is the position’s share of the manager’s total reported 13F value for the same quarter. “New” means the manager filed a 13F for Q1 2026 without this position; a dash means no comparison is available. Where a manager’s own filing is internally inconsistent its value is withheld and it is listed last. 13F data shows reported holdings, not recommendations.