Free Trial
→ $100 Trillion “AI Metal” Found in American Ghost Town (From Brownstone Research) (Ad)tc pixel Free SEIV Stock Alerts

SEI Enhanced U.S. Large Cap Value Factor ETF (SEIV) Institutional Ownership

SEI Enhanced U.S. Large Cap Value Factor ETF logo
$38.67 +6.05 (+18.53%)
Closing price 09/12/2025 03:58 PM Eastern
Extended Trading
$38.65 -0.02 (-0.06%)
As of 09/12/2025 04:04 PM Eastern
Extended trading is trading that happens on electronic markets outside of regular trading hours. This is a fair market value extended hours price provided by Polygon.io. Learn more.
Compare

Institutional Ownership Changes (13F Filings) for SEI Enhanced U.S. Large Cap Value Factor ETF (BATS:SEIV)

Number of
Institutional Buyers
(last 12 months)
34
Total
Institutional Inflows
(last 12 months)
$34.00M
Number of
Institutional Sellers
(last 12 months)
21
Total
Institutional Outflows
(last 12 months)
$25.38M
Get SEIV Insider Trade Alerts

Want to know when executives and insiders are buying or selling SEI Enhanced U.S. Large Cap Value Factor ETF stock? Sign up for InsiderTrades.com's daily newsletter to get the latest insider transactions delivered to your inbox daily.

Subscribe Now
By entering your phone number and clicking the sign-up button, you agree to receive periodic text messages from MarketBeat at the phone number you submitted, including texts that may be sent using an automatic telephone dialing system. Message and data rates may apply. Message frequency will vary. Messages will consist of stock alerts, news stories, and partner advertisements/offers. Consent is not a condition of the purchase of any goods or services. Text HELP for help/customer support. Unsubscribe at any time by replying "STOP" to any text message that you receive from MarketBeat or by visiting our mailing preferences page. Read our full terms of service and privacy policy.
Skip Chart & View Institutional Buying and Selling Data

SEIV Institutional Buying and Selling by Quarter

SEI Enhanced U.S. Large Cap Value Factor ETF Major Shareholders & Ownership History

Export to Excel
Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
9/4/2025 Osaic Holdings Inc.30,899$1.10M0.0%-56.9%0.177%
8/28/2025 Stark Wealth Management LLC22,945$819K1.1%N/A0.131%
8/18/2025 Geneos Wealth Management Inc.106,589$3.80M0.1%-1.9%0.609%
8/15/2025 Binnacle Investments Inc7,316$261K0.2%+63.6%0.042%
8/14/2025 Sei Investments Co.12,394,373$442.36M0.5%+0.8%70.825%
8/14/2025 NewEdge Advisors LLC49,759$1.78M0.0%+2.1%0.284%
8/11/2025 United Advisor Group LLC33,326$1.19M0.2%+180.2%0.190%
8/8/2025 Cetera Investment Advisers6,130$219K0.0%N/A0.035%
8/7/2025 Cahill Financial Advisors Inc.52,126$1.86M0.2%-11.4%0.298%
8/6/2025 S&T Bank PA205,051$7.32M2.2%+1,704.1%1.172%
8/6/2025 Csenge Advisory Group51,257$1.75M0.1%+5.4%0.293%
8/1/2025 Petra Financial Advisors Inc.32,575$1.16M0.7%+1.6%0.186%
8/1/2025 Envestnet Asset Management Inc.268,949$9.60M0.0%-0.1%1.537%
7/31/2025 Whipplewood Advisors LLC8,527$304K0.2%+1,297.9%0.049%
7/30/2025 Exencial Wealth Advisors LLC46,164$1.65M0.1%-5.1%0.264%
7/25/2025 Concurrent Investment Advisors LLC7,692$275K0.0%N/A0.044%
7/18/2025 Lynx Investment Advisory16,340$583K0.4%+2.3%0.093%
7/18/2025 Truist Financial Corp250,737$8.95M0.0%-0.1%1.433%
7/17/2025 K2 Financial Inc.97,994$3.50M3.1%-2.1%0.560%
7/17/2025 LexAurum Advisors LLC6,126$219K0.0%N/A0.035%
7/16/2025 Diversified Enterprises LLC22,852$816K0.1%+15.9%0.131%
7/15/2025 Accurate Wealth Management LLC6,059$220K0.0%N/A0.035%
7/10/2025 Wealth Enhancement Advisory Services LLC83,304$3.03M0.0%+5.0%0.480%
5/21/2025Geneos Wealth Management Inc.108,667$3.53M0.1%+230.6%0.631%
5/16/2025NewEdge Advisors LLC48,728$1.58M0.0%-4.9%0.283%
5/15/2025Royal Bank of Canada16,499$536K0.0%+149.3%0.096%
5/15/2025Calton & Associates Inc.16,381$532K0.1%N/A0.095%
5/15/2025WPG Advisers LLC4,742$154K0.1%N/A0.028%
5/5/2025Calton & Associates Inc.11,071$359K0.0%N/A0.066%
5/5/2025Csenge Advisory Group48,652$1.48M0.1%+12.1%0.291%
5/1/2025Marks Group Wealth Management Inc42,610$1.38M0.1%N/A0.255%
4/29/2025Envestnet Asset Management Inc.269,332$8.74M0.0%-4.3%1.610%
4/25/2025K2 Financial Inc.100,062$2.98M2.9%+12.2%0.598%
4/23/2025Perigon Wealth Management LLC28,141$913K0.0%-4.6%0.168%
4/22/2025Cambridge Investment Research Advisors Inc.45,592$1.48M0.0%-6.1%0.273%
4/22/2025Petra Financial Advisors Inc.32,065$1.04M0.9%-1.5%0.192%
4/21/2025United Advisor Group LLC11,894$386K0.1%+4.1%0.071%
4/21/2025Compass Capital Corp MA ADV35,751$1.06M0.5%-15.2%0.214%
4/17/2025Stewardship Advisors LLC16,460$534K0.1%+17.3%0.098%
4/16/2025Wealth Enhancement Advisory Services LLC79,343$2.58M0.0%+8.1%0.474%
4/9/2025Merit Financial Group LLC77,960$2.53M0.0%N/A0.483%
3/17/2025Wealth Enhancement Advisory Services LLC73,369$2.43M0.0%+7.9%0.460%
2/24/2025United Advisor Group LLC11,431$379K0.1%-2.7%0.073%
2/17/2025Cahill Financial Advisors Inc.67,226$2.23M0.3%-13.4%0.448%
2/17/2025Bank of America Corp DE1,410$47K0.0%+197.5%0.009%
2/13/2025NewEdge Advisors LLC51,226$1.70M0.0%+8.6%0.342%
2/13/2025Mariner LLC7,996$265K0.0%N/A0.053%
2/13/2025Envestnet Asset Management Inc.281,555$9.33M0.0%-2.7%1.877%
2/11/2025Lynx Investment Advisory16,131$534K0.4%-2.3%0.108%
2/11/2025LPL Financial LLC15,944$528K0.0%+39.4%0.106%
2/11/2025Sei Investments Co.12,343,115$408.79M0.5%-4.7%82.287%
2/10/2025Petra Financial Advisors Inc.32,558$1.08M0.7%-1.2%0.217%
2/7/2025Meriwether Wealth & Planning LLC8,167$270K0.2%N/A0.054%
2/7/2025K2 Financial Inc.89,150$2.95M2.9%N/A0.594%
2/6/2025Exencial Wealth Advisors LLC48,372$1.60M0.1%-9.5%0.322%
2/5/2025Whipplewood Advisors LLC8,230$273K0.2%N/A0.055%
2/3/2025Compass Capital Corp MA ADV42,154$1.40M0.5%N/A0.281%
2/3/2025Private Advisor Group LLC21,168$701K0.0%+92.2%0.141%
1/31/2025Atria Wealth Solutions Inc.71,942$2.38M0.0%N/A0.480%
1/31/2025Truist Financial Corp265,604$8.80M0.0%-4.9%1.771%
1/30/2025Csenge Advisory Group43,414$1.44M0.1%-3.7%0.289%
1/30/2025Principal Securities Inc.11,359$376K0.0%+15.6%0.076%
1/27/2025Stratos Wealth Partners LTD.32,216$1.07M0.0%N/A0.215%
1/22/2025Perigon Wealth Management LLC29,508$1.00M0.0%-5.5%0.197%
1/21/2025Stewardship Advisors LLC14,028$465K0.1%+19.0%0.094%
1/21/2025Geneos Wealth Management Inc.32,872$1.09M0.0%N/A0.219%
1/14/2025Accurate Wealth Management LLC6,824$226K0.0%-5.6%0.045%
1/14/2025Hart & Patterson Financial Group LLC240,780$7.97M3.9%-4.8%1.605%
1/13/2025AdvisorNet Financial Inc1,434$47K0.0%-43.2%0.010%
11/15/2024Continuum Advisory LLC3,103$106K0.0%-29.6%0.021%
11/15/2024Jane Street Group LLC23,592$777K0.0%+167.5%0.157%
11/5/2024Lynx Investment Advisory16,508$544K0.4%+5.8%0.110%
10/30/2024United Advisor Group LLC11,745$387K0.1%-48.6%0.078%
10/28/2024Petra Financial Advisors Inc.32,956$1.09M0.7%+1.8%0.220%
10/24/2024Wealth Enhancement Advisory Services LLC67,983$2.24M0.0%+14.3%0.453%
10/22/2024Private Advisor Group LLC11,012$360K0.0%-4.0%0.073%
10/21/2024Stewardship Advisors LLC11,792$389K0.1%N/A0.079%
10/10/2024Hart & Patterson Financial Group LLC252,888$8.33M3.9%-2.3%1.686%
8/21/2024Truist Financial Corp296,646$9.24M0.0%-2.3%1.978%
8/16/2024NewEdge Advisors LLC41,500$1.29M0.0%N/A0.277%
8/13/2024Sei Investments Co.13,018,949$405.55M0.6%-1.9%86.793%
8/8/2024Envestnet Asset Management Inc.306,110$9.54M0.0%-1.7%2.041%
8/7/2024Cahill Financial Advisors Inc.77,912$2.43M0.3%-0.5%0.519%
7/26/2024Cambridge Investment Research Advisors Inc.43,118$1.34M0.0%+5.0%0.287%
7/19/2024MONECO Advisors LLC11,056$344K0.1%-21.0%0.074%
7/19/2024Petra Financial Advisors Inc.32,388$1.01M0.7%+69.8%0.216%
7/16/2024Wealth Enhancement Advisory Services LLC59,465$1.85M0.0%+3.5%0.396%
7/16/2024Hart & Patterson Financial Group LLC258,898$8.07M4.0%-0.9%1.726%
7/10/2024Csenge Advisory Group42,133$1.31M0.1%+10.6%0.281%
7/9/2024Lynx Investment Advisory15,600$486K0.4%N/A0.104%
5/7/2024Sei Investments Co.13,270,866$411.00M0.6%N/A87.887%
5/4/2024Csenge Advisory Group38,107$1.18M0.1%N/A0.252%
4/30/2024Perigon Wealth Management LLC33,837$1.05M0.0%N/A0.224%
4/26/2024MONECO Advisors LLC13,988$433K0.1%N/A0.093%
4/23/2024Accurate Wealth Management LLC7,575$222K0.1%N/A0.051%
4/16/2024Wealth Enhancement Advisory Services LLC57,471$1.78M0.0%N/A0.383%
1/29/2024Petra Financial Advisors Inc.19,077$537K0.4%+5.4%2.120%
4/20/2023Petra Financial Advisors Inc.13,300$321K0.3%+11.3%1.478%
2/7/2023IFP Advisors Inc4,916$124K0.0%+81,833.3%0.000%
(Data available from 1/1/2016 forward)

SEIV Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of SEIV shares?

During the previous two years, 45 institutional investors and hedge funds held shares of SEI Enhanced U.S. Large Cap Value Factor ETF. The most heavily invested institutionals were Sei Investments Co. ($442.36M), Envestnet Asset Management Inc. ($9.60M), Truist Financial Corp ($8.95M), Hart & Patterson Financial Group LLC ($7.97M), S&T Bank PA ($7.32M), Geneos Wealth Management Inc. ($3.80M), and K2 Financial Inc. ($3.50M).Learn more on SEI Enhanced U.S. Large Cap Value Factor ETF's institutional investors.

Which institutional investors have been buying SEI Enhanced U.S. Large Cap Value Factor ETF's stock?

Of the 37 institutional investors that purchased SEI Enhanced U.S. Large Cap Value Factor ETF's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Sei Investments Co. ($13.37M), S&T Bank PA ($193.69K), Geneos Wealth Management Inc. ($108.67K), K2 Financial Inc. ($100.06K), Wealth Enhancement Advisory Services LLC ($83.30K), Merit Financial Group LLC ($77.96K), and Atria Wealth Solutions Inc. ($71.94K).

How much institutional buying is happening at SEI Enhanced U.S. Large Cap Value Factor ETF?

Institutional investors have bought a total of 1,002,239 shares in the last 24 months. This purchase volume represents approximately $34.00M in transactions.

Which of SEI Enhanced U.S. Large Cap Value Factor ETF's major shareholders have been selling company stock?

Of the 21 institutional investors that sold SEI Enhanced U.S. Large Cap Value Factor ETF's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Sei Investments Co. ($606.52K), Osaic Holdings Inc. ($40.78K), Envestnet Asset Management Inc. ($20.51K), Hart & Patterson Financial Group LLC ($18.12K), Cahill Financial Advisors Inc. ($17.09K), Truist Financial Corp ($14.12K), and United Advisor Group LLC ($11.42K).

How much institutional selling is happening at SEI Enhanced U.S. Large Cap Value Factor ETF?

Institutional investors have sold a total of 761,413 shares in the last 24 months. This volume of shares sold represents approximately $25.38M in transactions.


Related Companies

This page (BATS:SEIV) was last updated on 9/13/2025 by MarketBeat.com Staff
From Our Partners
Why Trump’s “Smart Dollar” could rewrite the rules
MUST SEE: Donald Trump's Radical Overhaul of the U.S. Dollar Congress just approved President Trump's lates...
Stansberry Research | Sponsoredtc pixel
Trump's Law S.1582: $21T Dollar Revolution Coming
Do you have money in any of these banks? Chase. Bank of America. Citigroup. Wells Fargo. U.S. Bancorp. I...
Brownstone Research | Sponsoredtc pixel
Retire Comfortably with These New Monthly Income ETFs?
Too many retirees lie awake at night, worried their savings won’t last. Traditional advice and tiny returns ju...
Investors Alley | Sponsoredtc pixel
“Fed Proof” Your Bank Account with THESE 4 Simple Steps
Starting as soon as a few months from now, the United States government will make a sweeping change to bank ac...
Weiss Ratings | Sponsoredtc pixel
October 16 Changes the Microchip Game — and Investing
While everyone's chasing the same AI plays, George Gilder is focused on something completely different. He ...
Banyan Hill Publishing | Sponsoredtc pixel
Forget Tesla — This Tiny AI Stock Is Musk’s Real Play
While Wall Street focused on Tesla’s earnings, Elon Musk was quietly building a supercomputer so powerful it c...
Behind the Markets | Sponsoredtc pixel
INVESTOR ALERT: Tiny “$3 AI Wonder Stock” on the Verge of Blasting Off
Right now, we’re witnessing a monumental shift in the world.
Traders Agency | Sponsoredtc pixel
Nvidia Times 1,000,000
Nvidia’s latest AI chip is a $25,000 powerhouse — with 80 billion transistors and the ability to perform 60 tr...
Paradigm Press | Sponsoredtc pixel