Position in SEIC
as of Jun 30, 2026
· filed Aug 17, 2026
Position Value
$478,107
-$62,943 QoQ
Shares Held
5,451
-20.9% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#318
of 569 holders
Holding Since
Dec 2025
3 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in SEIC Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Jun 30, 2026UNITED CAPITAL FINANCIAL ADVISORS, LLC holds $88,665,840 across 38 Asset Management names. SEIC ranks #27 (0.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | KKR |
KKR & Co. Inc.
|
243,165 | $22,317,683 | |
| 2 | ARES |
Ares Management Corp
|
106,313 | $11,833,700 | |
| 3 | BX |
Blackstone Inc.
|
89,717 | $10,556,999 | |
| 4 | BLK |
BlackRock, Inc.
|
8,301 | $7,981,909 | |
| 5 | NTRS |
Northern Trust Corp
|
40,661 | $7,068,508 | |
| 6 | OBDC |
Blue Owl Capital Corp
|
278,557 | $3,027,914 | |
| 7 | AMP |
Ameriprise Financial Inc
|
5,940 | $2,725,034 | |
| 8 | STT |
State Street Corp
|
13,525 | $2,293,840 |
All Filings in SEIC
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $478,107 | 5,451 | Shares | Defined | 2026-08-17 | |
| 2026-03-31 | $541,050 | 6,895 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $247,372 | 3,016 | Shares | Defined | 2026-02-17 | |
| No filing history on record for this holder in this stock. | ||||||