Signals

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☆SEIE

59 in-universe funds with a nonzero position in SEIE within the trailing 4 quarters, as of 2026Q2

Flow ranking

Rank#1540
Score / z0.007 / -0.01
Consensus15.11 over 26 funds
Momentumnot computed

Price & positioning

226 cached closes, trailing year
Drawdownnot computed
Short interestnot computed

Forensics

No XBRL fundamentals on file for this issuer — either not backfilled yet, or a financial/REIT excluded from these ratios. Not the same as clean.

Insider

No Form 4 activity on file for this ticker.

8-K events

No 8-K activity on file for this ticker.

Ownership

No ownership or capital-structure filings on file for this ticker.

LLM reads

Ticker Eval hasn't reached this ticker yet. It's gated to the top of the ranking, so this is an ordering artefact, not a judgement.
Quarter
Fund AUM ($M)
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Fund Positions
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Quarters Held
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Fund holders

Fund ▾ Quality Q ▾ Positions ▾ Value ($M) ▾ % of Fund AUM ▾ Qtrs Held ▾ Δ 1Q ▾ Δ 2Q ▾ Δ 3Q ▾ Δ 4Q ▾
☆SUMMIT WEALTH GROUP LLC / CO CIK 0002081278 0.732 396 94.8 7.8% 2 -0.3 pp +7.8 pp +7.8 pp +7.8 pp
☆S&T BANK/PA CIK 0001010911 0.357 445 20.8 6.2% 5 -0.2 pp +1.3 pp +2.2 pp +4.1 pp
☆3EDGE Asset Management, LP CIK 0001665605 0.494 94 19.9 0.9% 3 +0.6 pp -1.1 pp +0.9 pp +0.9 pp
☆SEI INVESTMENTS CO (SEIC) CIK 0000350894 0.885 3272 13.3 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆COMPASS CAPITAL CORP /MA/ /ADV CIK 0000749763 0.196 205 6.7 2.2% 5 +0.0 pp -0.1 pp -0.3 pp -0.3 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 5.7 0.0% 6 -0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆Merit Financial Group, LLC CIK 0001621225 0.728 2318 5.4 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Apella Capital, LLC CIK 0001801507 0.827 695 3.5 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Perigon Wealth Management, LLC CIK 0001575239 0.680 1411 2.5 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆PETRA FINANCIAL ADVISORS INC CIK 0001971427 0.069 168 2.3 1.0% 1 +1.0 pp +0.4 pp +0.4 pp +0.4 pp
☆WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 1.9 0.0% 6 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Lynx Investment Advisory CIK 0002028812 0.063 230 1.4 0.5% 5 -0.2 pp -0.3 pp -0.3 pp -0.4 pp
☆CITADEL ADVISORS LLC CIK 0001423053 0.483 6351 1.4 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆OneAscent Financial Services LLC CIK 0001780985 0.651 605 1.3 0.1% 2 -0.0 pp +0.1 pp +0.1 pp -0.1 pp
☆Diversified Enterprises, LLC CIK 0002037264 0.848 425 1.3 0.1% 5 -0.0 pp -0.0 pp +0.0 pp -0.0 pp
☆JANE STREET GROUP, LLC CIK 0001595888 0.450 5522 1.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆LexAurum Advisors, LLC CIK 0001729677 0.398 423 1.0 0.1% 1 +0.1 pp +0.1 pp -0.0 pp -0.0 pp
☆CORA CAPITAL ADVISORS LLC CIK 0001964530 0.660 145 0.9 0.2% 5 -0.0 pp -0.1 pp -0.0 pp -0.0 pp
☆United Advisor Group, LLC CIK 0002004873 0.269 527 0.8 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Apeiron RIA LLC CIK 0001801846 0.178 162 0.8 0.2% 5 +0.1 pp +0.2 pp -1.5 pp -1.9 pp
☆Global Retirement Partners, LLC CIK 0001749744 0.465 4501 0.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Stewardship Advisors, LLC CIK 0001733219 0.409 175 0.7 0.2% 4 +0.0 pp -0.0 pp +0.0 pp +0.2 pp
☆AMERIFLEX GROUP, INC. CIK 0002057637 0.138 1574 0.4 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆LPL Financial LLC CIK 0001403438 0.957 5996 0.4 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 0.4 0.0% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Accelerate Investment Advisors LLC CIK 0002035216 0.356 149 0.4 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Patriot Financial Group Insurance Agency, LLC CIK 0001694883 0.241 488 0.4 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Cetera Investment Advisers CIK 0001666741 0.909 4863 0.3 0.0% 2 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆MONECO ADVISORS, LLC CIK 0001765690 0.360 595 0.3 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Traynor Capital Management, Inc. CIK 0001666786 0.689 335 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Pinnacle Wealth Planning Services, Inc. CIK 0001726752 0.481 2749 0.2 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Bright Futures Wealth Management, LLC. CIK 0001803980 0.046 207 0.2 0.1% 4 -0.0 pp -0.0 pp -0.1 pp +0.1 pp
☆Rossby Financial, LCC CIK 0002056510 0.207 2144 0.1 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Whipplewood Advisors, LLC CIK 0002052510 0.077 636 0.1 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MORGAN STANLEY (MS, MS-PA, MS-PE, MS-PF, MS-PI, MS-PK, MS-PL, MS-PO, MS-PP, MS-PQ) CIK 0000895421 0.985 8402 0.0 0.0% 4 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆JONES FINANCIAL COMPANIES LLLP CIK 0000815917 0.984 4961 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Ameritas Advisory Services, LLC CIK 0001901275 0.232 1942 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆HARBOUR INVESTMENTS, INC. CIK 0000810121 0.643 4768 0.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆ASSETMARK, INC CIK 0001344551 0.900 3558 0.0 0.0% 1 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆UBS Group AG (UBS) CIK 0001610520 0.954 9044 0.0 0.0% 1 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Geneos Wealth Management Inc. CIK 0001764754 0.567 2475 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Turning Point Benefit Group, Inc. CIK 0002008513 0.068 109 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Steward Partners Investment Advisory, LLC CIK 0001723397 0.655 4656 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Csenge Advisory Group CIK 0001715593 0.550 760 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆CALTON & ASSOCIATES, INC. CIK 0000822648 0.227 419 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆NewEdge Advisors, LLC CIK 0001633516 0.773 4198 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆WELLS FARGO & COMPANY/MN (WFC, WFCNP, WFC-PA, WFC-PC, WFC-PD, WFC-PL, WFC-PY, WFC-PZ) CIK 0000072971 0.967 6822 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO CIK 0001141802 0.982 4085 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆REAP Financial Group, LLC CIK 0002048581 0.669 542 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Advisory Services Network, LLC CIK 0001573876 0.615 2019 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BlueChip Wealth Advisors LLC CIK 0002015578 0.220 172 0.0 0.0% 0 +0.0 pp -1.6 pp -1.6 pp -0.2 pp
☆Binnacle Investments Inc CIK 0002060308 0.000 0 0.0 0.0% 0 +0.0 pp +0.0 pp -0.6 pp -0.8 pp
☆BANK OF AMERICA CORP /DE/ (BAC, BAC-PB, BAC-PE, BAC-PK, BAC-PL, BAC-PM, BAC-PN, BAC-PO, BAC-PP, BAC-PQ, BAC-PS, BML-PG, BML-PL) CIK 0000070858 0.982 5665 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆SILVER OAK SECURITIES, INCORPORATED CIK 0001080576 0.274 830 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Harvest Investment Services, LLC CIK 0001591097 0.110 383 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.1 pp
☆MAI Capital Management CIK 0001040197 0.725 1889 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆CWM, LLC CIK 0001535847 0.788 5645 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CENTRAL TRUST Co CIK 0000044365 0.726 1568 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
Value and % of AUM are this fund's own disclosed long-equity book (13F does not report true firm AUM). Positions is the fund's total position count (all tickers, not just SEIE). Qtrs Held counts distinct quarters this fund has actually held SEIE (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its SEIE position size. Δ columns are the percentage-point change in SEIE's weight within each fund's book vs. the trailing 1/2/3/4 quarters (2026Q1 / 2025Q4 / 2025Q3 / 2025Q2) — a fund not yet holding it that far back is treated as 0%. Only in-universe (quality-scored) funds are shown, matching the Signals-tab methodology.
Long US-equity 13F disclosures only · up to 45-day reporting lag · sells = reduce/avoid, not short. JSON: /api/signals · /api/funds · /api/status