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SEIC — SEI Invts Co 机构持仓 · 2026年Q3

谁持有 SEI Invts Co(SEIC)?2026年Q3(报告期截至 2026-09-30)共有 20 家机构在 SEC 13F 申报中报告持有,合计 386.81 万美元。前几大持有机构:GAMMA Investing LLC(76.10 万美元)、Baker Tilly Wealth Management, LLC(61.92 万美元)、Journey Retirement Planning & Investment Management LLC(39.40 万美元)。

排名机构市值股数变动
1GAMMA Investing LLC$761,0197,413增持
2BAKER TILLY WEALTH MANAGEMENT, LLC$619,2156,032减持
3JOURNEY RETIREMENT PLANNING & INVESTMENT MANAGEMENT LLC$393,9583,837减持
4CoreCap Advisors, LLC$367,8313,583增持
5Cadent Capital Advisors, LLC$351,3033,422持平
6TrueWealth Advisors, LLC$271,0222,640持平
7Wedmont Private Capital$258,6412,505增持
8Versant Capital Management, Inc$225,2362,194增持
9Farther Finance Advisors, LLC$162,7101,585增持
10GK Wealth Management LLC$159,7501,556新建仓
11Wealth Enhancement Trust Services, Inc.$127,9151,246增持
12CX Institutional$57,000552增持
13ELEVATION WEALTH PARTNERS, LLC$44,966438增持
14TOTH FINANCIAL ADVISORY CORP$43,118420持平
15TOMPKINS FINANCIAL CORP$9,95897持平
16GoalVest Advisory LLC$4,31242新建仓
17GILPIN WEALTH MANAGEMENT, LLC$4,00439新建仓
18Marquette Asset Management, LLC$3,28632持平
19Grove Bank & Trust$1,64316持平
20Planning Strategies Inc.$1,23212增持

来源:SEC 13F 申报文件 · 截至 2026-09-30