13FPulse
SE

SEI SOLARIS ENERGY INFRASTRUCTUR

2026Q2 · CUSIP 83418M103 · Sector: Industrials

Piling in

Net holder growth ranks near the top of the market

Funds that own it
427
Institutions that reported holding it to the SEC
Net increase in holders
+68
Last quarter 359 → now 427
How unusual is that
Top 5%
Stronger buying than 97% of US stocks
What the filings say, in one paragraph

427 funds held SEI at the end of 2026Q2, up 68 from the quarter before. That is stronger buying than 96.7% of US stocks — among the most piled-into names this quarter. SEI has had 13 buying rushes in its history, and the price moved +3.3% on average over the six months after (that is the raw price move, not how much it beat the market by). It sits in the Industrials sector.

How many funds owned it, quarter by quarter

Bars = net change in institutional holders, positive (green) or negative (red). Line = total institutional holders.

2017Q3: holders=67 2017Q4: holders=101 2018Q1: holders=117 2018Q2: holders=115 2018Q3: holders=107 2018Q4: holders=107 2019Q1: holders=116 2019Q2: holders=139 2019Q3: holders=125 2019Q4: holders=137 2020Q1: holders=120 2020Q2: holders=118 2020Q3: holders=104 2020Q4: holders=108 2021Q1: holders=111 2021Q2: holders=112 2021Q3: holders=107 2021Q4: holders=109 2022Q1: holders=119 2022Q2: holders=132 2022Q3: holders=128 2022Q4: holders=128 2023Q1: holders=117 2023Q2: holders=100 2023Q3: holders=119 2023Q4: holders=140 2024Q1: holders=132 2024Q2: holders=129 2024Q3: holders=135 2024Q4: holders=179 2025Q1: holders=201 2025Q2: holders=211 2025Q3: holders=271 2025Q4: holders=334 2026Q1: holders=359 2026Q2: holders=427 -68 -34 +0 +34 +68 60255449 17Q318Q319Q320Q321Q322Q323Q324Q325Q326Q2 Net change in holders (bars) Total funds holding (line)

What happened after each past buying rush 13 times in its history

Quarter of the rush How unusual then Price, next 3 months Price, next 6 months
2026Q2 Top 5%
2026Q1 Top 20% -6.3%
2025Q4 Top 10% +11.8% +43.3%
2025Q3 Top 5% +15.9% +9.5%
2025Q1 Top 10% +50.3% +23.3%
2024Q4 Top 20% -24.4% -21.1%
2023Q3 Top 10% -7.1% -7.7%
2022Q2 Top 20% -5.3% +14.3%

These are the raw price moves, not how much it beat the market by. Compare them against the market over the same months — in a strong bull market almost everything is up.

Show all the numbers (large funds, value held, options…) ▾
Of them, large funds
185
Change in large funds
+31
Total value they hold
$5.7B
Funds buying for the first time
116
Funds that sold out entirely
48
Price change that quarter
-31.1%
Funds holding puts (bearish)
8
Funds holding calls (bullish)
11

These are for people who want to dig. Skip them if they do not mean anything to you — the three numbers above are enough.

8,697 institutions have filed for this quarter. 13F permits late filing and a small number arrive in the weeks after the deadline, so the holder counts and changes below may tick up.

Email me the next update

2026 Q3 holdings are due 2026-11-16. We will email you when the refreshed lists are live.