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Institutional Holders of SEIX
HolderAmountPosition Size
($ in 1000's)
 As of
Allworth Financial LP270,162$6,473 03/31/2024
     SEIX270,162$6,473 03/31/2024
Ignite Planners LLC218,479$5,246 03/31/2024
     SEIX218,479$5,246 03/31/2024
AE Wealth Management LLC197,064$4,734 12/31/2023
     SEIX197,064$4,734 12/31/2023
Jane Street Group LLC99,205$2,374 12/31/2023
     SEIX99,205$2,374 12/31/2023
Cetera Advisor Networks LLC74,996$1,795 12/31/2023
     SEIX74,996$1,795 12/31/2023
Sheets Smith Wealth Management57,667$1,382 03/31/2024
     SEIX57,667$1,382 03/31/2024
GTS Securities LLC53,912$1,290 12/31/2023
     SEIX53,912$1,290 12/31/2023
Envestnet Asset Management Inc.52,034$1,247 03/31/2024
     SEIX52,034$1,247 03/31/2024
MML Investors Services LLC51,507$1,233 12/31/2023
     SEIX51,507$1,233 12/31/2023
Financial Advisory Corp UT ADV50,273$1,205 03/31/2024
     SEIX50,273$1,205 03/31/2024
SILVER OAK SECURITIES Inc45,578$1,092 03/31/2024
     SEIX45,578$1,092 03/31/2024
FirstPurpose Wealth LLC43,764$1,049 03/31/2024
     SEIX43,764$1,049 03/31/2024
OxenFree Capital LLC32,534$780 03/31/2024
     SEIX32,534$780 03/31/2024
James Investment Research Inc.29,681$711 03/31/2024
     SEIX29,681$711 03/31/2024
Stratos Wealth Advisors LLC26,559$636 03/31/2024
     SEIX26,559$636 03/31/2024
Cornerstone Planning Group LLC24,444$584 03/31/2024
     SEIX24,444$584 03/31/2024
Cambridge Investment Research Advisors Inc.24,133$578 03/31/2024
     SEIX24,133$578 03/31/2024
Commonwealth Equity Services LLC22,009$527 03/31/2024
     SEIX22,009$527 03/31/2024
Nations Financial Group Inc. IA ADV20,171$483 03/31/2024
     SEIX20,171$483 03/31/2024
Summit Asset Management LLC17,117$410 03/31/2024
     SEIX17,117$410 03/31/2024
Trustmark National Bank Trust Department14,897$357 03/31/2024
     SEIX14,897$357 03/31/2024
Advisor Group Holdings Inc.12,221$293 03/31/2024
     SEIX12,221$293 03/31/2024
Vista Investment Management10,120$242 12/31/2023
     SEIX10,120$242 12/31/2023
Dfpg Investments LLC9,833$235 12/31/2023
     SEIX9,833$235 12/31/2023
Diversify Advisory Services LLC9,701$233 03/31/2024
     SEIX9,701$233 03/31/2024
Argent Trust Co9,484$227 03/31/2024
     SEIX9,484$227 03/31/2024
Morgan Stanley3,931$94 12/31/2023
     SEIX3,931$94 12/31/2023
Principal Securities Inc.2,880$69 03/31/2024
     SEIX2,880$69 03/31/2024
Harbour Investments Inc.1,051$25 12/31/2023
     SEIX1,051$25 12/31/2023
Wells Fargo & Company MN0$0 03/31/2024
     SEIX0$0 03/31/2024

See All: Funds Holding SEIX
See Details: Top 10 Hedge Funds Holding SEIX
Also See: SEIX Holdings Changes

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