SEIC — SEI Invts Co Institutional Holders · Q3 2026
Who owns SEI Invts Co (SEIC)? 20 institutions reported holding $3.87M in SEC 13F filings for Q3 2026 (period ended 2026-09-30). Largest holders: GAMMA Investing LLC ($761,019), Baker Tilly Wealth Management, LLC ($619,215), Journey Retirement Planning & Investment Management LLC ($393,958).
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | GAMMA Investing LLC | $761,019 | 7,413 | Added |
| 2 | BAKER TILLY WEALTH MANAGEMENT, LLC | $619,215 | 6,032 | Trimmed |
| 3 | JOURNEY RETIREMENT PLANNING & INVESTMENT MANAGEMENT LLC | $393,958 | 3,837 | Trimmed |
| 4 | CoreCap Advisors, LLC | $367,831 | 3,583 | Added |
| 5 | Cadent Capital Advisors, LLC | $351,303 | 3,422 | Hold |
| 6 | TrueWealth Advisors, LLC | $271,022 | 2,640 | Hold |
| 7 | Wedmont Private Capital | $258,641 | 2,505 | Added |
| 8 | Versant Capital Management, Inc | $225,236 | 2,194 | Added |
| 9 | Farther Finance Advisors, LLC | $162,710 | 1,585 | Added |
| 10 | GK Wealth Management LLC | $159,750 | 1,556 | New |
| 11 | Wealth Enhancement Trust Services, Inc. | $127,915 | 1,246 | Added |
| 12 | CX Institutional | $57,000 | 552 | Added |
| 13 | ELEVATION WEALTH PARTNERS, LLC | $44,966 | 438 | Added |
| 14 | TOTH FINANCIAL ADVISORY CORP | $43,118 | 420 | Hold |
| 15 | TOMPKINS FINANCIAL CORP | $9,958 | 97 | Hold |
| 16 | GoalVest Advisory LLC | $4,312 | 42 | New |
| 17 | GILPIN WEALTH MANAGEMENT, LLC | $4,004 | 39 | New |
| 18 | Marquette Asset Management, LLC | $3,286 | 32 | Hold |
| 19 | Grove Bank & Trust | $1,643 | 16 | Hold |
| 20 | Planning Strategies Inc. | $1,232 | 12 | Added |
Source: SEC Form 13F filings · as of 2026-09-30