SEIX
name pending profile ingest
Momentum inputs (comparable managers):
holder breadth -12.5% ·
share flow -29.8% ·
net new positions -14.3%
· formula
Broad distribution: falling shares and fewer holders
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q4 2025
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Envestnet Asset Management Inc | 413.70K | n/a | $9.66M | 0.0% | n/c | 1 | SEC ↗ |
| 2 | Cetera Investment Advisers | 151.18K | n/a | $3.53M | 0.0% | n/c | 1 | SEC ↗ |
| 3 | Creative Planning | 58.28K | n/a | $1.36M | 0.0% | n/c | 1 | SEC ↗ |
| 4 | Osaic Holdings, Inc. | 32.74K | n/a | $764,460 | 0.0% | n/c | 1 | SEC ↗ |
| 5 | Royal Bank Of Canada | 30.65K | n/a | $716,000 | 0.0% | n/c | 1 | SEC ↗ |
| 6 | Jane Street Group, Llc | 23.29K | n/a | $543,588 | 0.0% | n/c | 1 | SEC ↗ |
| 7 | Mml Investors Services, Llc | 21.10K | n/a | $492,477 | 0.0% | n/c | 1 | SEC ↗ |
| 8 | LPL Financial LLC | 19.59K | n/a | $457,422 | 0.0% | n/c | 1 | SEC ↗ |
| 9 | Us Bancorp \De\ | 18.09K | n/a | $422,295 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 10 | Commonwealth Equity Services, Llc | 14.15K | n/a | $330,440 | 0.0% | n/c | 1 | SEC ↗ |
| 11 | UBS Group AG | 1.68K | n/a | $39,150 | 0.0% | n/c | 1 | SEC ↗ |
| 12 | Wells Fargo & Company/Mn | 1.25K | n/a | $29,215 | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 13 | Jones Financial Companies Lllp | 91 | n/a | $2,124 | 0.0% | n/c | 1 | SEC ↗ |
| 14 | Morgan Stanley ✦ | 1 | -95.5% | $34 | 0.0% | ▼ Trim | 2 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value: the conviction measure. ✦ = curated manager.
New buyers
| No new tracked buyers this quarter. |
Exited
| JPMorgan Chase | $7.62M | was 0.0% |
| Citadel Advisors | $249,417 | was 0.0% |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 69 holders, 4.74M shares, $105.34M reported. This is a different, older period than the tracked-universe figures above and the two are never mixed.
What else this security's tracked holders most often hold: shared-ownership counts, not fundamental relationships.