SEIX
name pending profile ingest
Momentum inputs (comparable managers):
holder breadth -14.3% ·
share flow -0.3% ·
net new positions -16.7%
· formula
Broad distribution: falling shares and fewer holders
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q1 2026
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Envestnet Asset Management Inc | 442.88K | +7.0% | $10.21M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 2 | Cetera Investment Advisers | 153.36K | +1.4% | $3.54M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 3 | Creative Planning | 57.20K | -1.9% | $1.32M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 4 | LPL Financial LLC | 44.31K | +126.2% | $1.02M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 5 | Jane Street Group, Llc | 32.89K | +41.2% | $758,387 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 6 | Osaic Holdings, Inc. | 26.57K | -18.8% | $612,793 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 7 | Mml Investors Services, Llc | 20.06K | -4.9% | $462,654 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 8 | Us Bancorp \De\ | 3.81K | -78.9% | $87,952 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 9 | Wells Fargo & Company/Mn | 2.10K | +68.2% | $48,522 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 10 | Rockefeller Capital Management L.P. | 419 | New | $9,662 | 0.0% | New | 1 | SEC ↗ |
| 11 | Northwestern Mutual Wealth… | 66 | New | $1,528 | 0.0% | New | 1 | SEC ↗ |
| 12 | Morgan Stanley ✦ | 1 | 0.0% | $24 | 0.0% | Held | 3 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value: the conviction measure. ✦ = curated manager.
New buyers
| Rockefeller Capital… | $9,662 | 0.0% |
| Northwestern Mutual Wealth… | $1,528 | 0.0% |
Exited
| Royal Bank Of Canada | $716,000 | was 0.0% |
| Commonwealth Equity Services… | $330,440 | was 0.0% |
| UBS Group AG | $39,150 | was 0.0% |
| Jones Financial Companies Lllp | $2,124 | 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.