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 2026-09-14 13:21 UTCno price data — a disclosure record, not a chart

Tommy Tuberville · $1.0K–$15.0K

Sale · 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
Filed ▾MemberSide · OwnerTraded · LagAmountRange · FlagsSrc
2022-11-10Tommy Tuberville R–ALSale · JT (jointly owned)Traded 10-05 +36d$1K–$15K
2021-07-23Tommy Tuberville R–ALPurchase · JT (jointly owned)Traded 03-29 LATE·116d$1K–$15K
2020-04-05Mikie Sherrill D–NJ-11SaleTraded 02-20 +45d$1K–$15K
2020-02-19Mikie Sherrill D–NJ-11PurchaseTraded 01-15 +35d$1K–$15K
2020-01-10Mikie Sherrill D–NJ-11SaleTraded 2019-12-12 +29d$1K–$15K
Traded → filed dates on every rowEach 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 2026-09-14

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 2026-06-16 → 2026-09-14 · 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 · Congress rows date by filing, 13F rows by quarter end · 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
#FilerValue ▾SecuritiesFlagsSrc
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$01
417GLENMEDE TRUST CO NA$01
418MJP ASSOCIATES INC /ADV$01
419Laird Norton Wetherby Trust Company, LLC$01
420MEEDER ASSET MANAGEMENT INC$01
421HARBOUR INVESTMENTS, INC.$01
422Brandywine Global Investment Management, LLC$01
423PRUDENTIAL PLC$01
424COMERICA BANK$01
425MACKENZIE FINANCIAL CORP$01
426SCHRODER INVESTMENT MANAGEMENT GROUP$01
427LOGAN CAPITAL MANAGEMENT INC$01
428EASTERN BANK$01
429WBH ADVISORY INC$01
430Hilltop Holdings Inc.$01
431NATIXIS$01
432CANADA PENSION PLAN INVESTMENT BOARD$01
433CIBC Private Wealth Group LLC$01
434Cadence Bank$01
435Magnetar Financial LLC$01
436NORGES BANK$01
437Apriem Advisors$01
438Convergence Investment Partners, LLC$01
439HRT FINANCIAL LP$01
440TWO SIGMA ADVISERS, LP$01
441Voleon Capital Management LP$01
442Brevan Howard Capital Management LP$01
443Composition Wealth, LLC$01
444Bridgewater Advisors Inc.$01
445WINTON GROUP Ltd$01
446Squarepoint Ops LLC$01
447Azora Capital LP$01
448Blueshift Asset Management, LLC$01
449IFG Advisory, LLC$01
450Global Retirement Partners, LLC$01
451Farringdon Capital, Ltd.$01
452Advisor OS, LLC$01
453TWINBEECH CAPITAL LP$01
454CERTUITY, LLC$01
455Lloyd Advisory Services, LLC.$01
456M&G Plc$01
457Union Heritage Capital, LLC$01
458Vermillion & White Wealth Management Group, LLC$01
459NFSG Corp$01
460AlphaQuest LLC$01
461PharVision Advisers, LLC$01
462Forum Financial Management, LP$01
463Nilsine Partners, LLC$01
464SageView Advisory Group, LLC$01
465Cape Investment Advisory, Inc.$01
466Dunhill Financial, LLC$01
467Kestra Investment Management, LLC$01
468Quarry LP$01
469Diversify Advisory Services, LLC$01
470Aster Capital Management (DIFC) Ltd$01
471Bayforest Capital Ltd$01
472CAXTON ASSOCIATES LLP$01
473OPTIMA CAPITAL LLC$01
474Fideuram Asset Management (Ireland) dac$01
Truncated by Public Filings. The published aggregate ranks the top 474 holders per issuer — a build parameter of the Public Filings aggregation, not a census. Rows beyond it exist in individual filings on EDGAR. methodology §13F ↗
§ derived by Public Filings from the published aggregate (agg_issuer_top_holders); per-filer filed dates, share counts and document links are not in the published aggregate — 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