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Funds Holding SEIX

On this page, we present all of the funds holding SEIX from our database of 13F filers, detailed in the table below. The first column indicates the name of each of the funds holding SEIX, with a link to that fund's top holdings. The next columns indicate the amount of SEIX stock held by each of the funds holding SEIX, followed by the SEIX position size held by the fund, and lastly the date of the quarterly filing period the data represents. In total, we count 27 funds holding SEIX within the last two filing periods in our coverage universe of 13F filers, with the largest position size having been reported by Allworth Financial LP. For more details on the positions held by Allworth Financial LP (or by any of the other funds holding SEIX), click the fund name in the "Holder" column of the funds-holding-SEIX table below.

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 Management55,587$1,330 12/31/2023
     SEIX55,587$1,330 12/31/2023
GTS Securities LLC53,912$1,290 12/31/2023
     SEIX53,912$1,290 12/31/2023
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
FirstPurpose Wealth LLC43,764$1,049 03/31/2024
     SEIX43,764$1,049 03/31/2024
Advisor Group Holdings Inc.39,440$944 12/31/2023
     SEIX39,440$944 12/31/2023
Envestnet Asset Management Inc.38,320$917 12/31/2023
     SEIX38,320$917 12/31/2023
OxenFree Capital LLC32,534$780 03/31/2024
     SEIX32,534$780 03/31/2024
James Investment Research Inc.26,873$643 12/31/2023
     SEIX26,873$643 12/31/2023
Stratos Wealth Advisors LLC26,559$636 03/31/2024
     SEIX26,559$636 03/31/2024
Cornerstone Planning Group LLC24,879$595 12/31/2023
     SEIX24,879$595 12/31/2023
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 LLC17,184$411 12/31/2023
     SEIX17,184$411 12/31/2023
Trustmark National Bank Trust Department14,897$356 12/31/2023
     SEIX14,897$356 12/31/2023
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
Morgan Stanley3,931$94 12/31/2023
     SEIX3,931$94 12/31/2023
Principal Securities Inc.2,880$69 12/31/2023
     SEIX2,880$69 12/31/2023
Harbour Investments Inc.1,051$25 12/31/2023
     SEIX1,051$25 12/31/2023
Wells Fargo & Company MN1$0 12/31/2023
     SEIX1$0 12/31/2023
Proequities Inc.0$0 12/31/2023
     SEIX0$0 12/31/2023

See Summary: Institutional Holders of SEIX
See Details: Top 10 Hedge Funds Holding SEIX
Also See: SEIX Holdings Changes

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