Who Owns SEI EXCHANGE TRADED FUNDS (LEND)? -- Institutional Holders (2026-06-30)

91 institutions reported holding $115.2M of SEI EXCHANGE TRADED FUNDS (LEND) in SEC 13F filings for 2026-06-30. Largest institutional holders: OSAIC HOLDINGS, INC. ($30.0M), SUMMIT WEALTH GROUP LLC / CO ($10.4M), Mariner, LLC ($7.2M), WEALTH ENHANCEMENT ADVISORY SERVICES, LLC ($5.5M), ENVESTNET ASSET MANAGEMENT INC ($5.4M). Source: SEC Form 13F.

RankInstitutionValueSharesChange
1OSAIC HOLDINGS, INC.$30.0M1.2MNew
2SUMMIT WEALTH GROUP LLC / CO$10.4M411,918New
3Mariner, LLC$7.2M284,732New
4WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$5.5M219,408New
5ENVESTNET ASSET MANAGEMENT INC$5.4M214,481New
6S&T Bank/PA$5.1M202,518New
7Turning Point Benefit Group, Inc.$4.2M168,572New
8LPL Financial LLC$2.6M104,340New
9Merit Financial Group, LLC$2.5M101,167New
10Advisory Services Network, LLC$1.9M77,211New
11JANE STREET GROUP, LLC$1.9M75,052New
12AMERIFLEX GROUP, INC.$1.8M72,155New
13COMMONWEALTH EQUITY SERVICES, LLC$1.8M69,540New
14PETRA FINANCIAL ADVISORS INC$1.7M69,494New
15CORA CAPITAL ADVISORS LLC$1.6M62,939New
16Janney Montgomery Scott LLC$1.5M59,855New
17Retirement Investment Advisors, Inc.$1.5M59,533New
18Global Retirement Partners, LLC$1.3M51,508New
19Whipplewood Advisors, LLC$1.3M51,192New
20UNITED CAPITAL FINANCIAL ADVISORS, LLC$1.3M49,875New
21Perigon Wealth Management, LLC$1.2M49,467New
22Beacon Pointe Advisors, LLC$1.2M48,479New
23Stephenson & Company, Inc.$1.1M42,600New
24Savant Capital, LLC$994,81239,711New
25Diversified Enterprises, LLC$893,30435,489New

Source: SEC Form 13F filings · as of 2026-06-30