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

SEI Enhanced U.S. Large Cap Value Factor ETF logo
$33.61 +0.98 (+3.02%)
As of 12:32 PM Eastern
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Institutional Ownership Changes (13F Filings) for SEI Enhanced U.S. Large Cap Value Factor ETF (BATS:SEIV)

Number of
Institutional Buyers
(last 12 months)
26
Total
Institutional Inflows
(last 12 months)
$22.88M
Number of
Institutional Sellers
(last 12 months)
19
Total
Institutional Outflows
(last 12 months)
$31.84M
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SEIV Institutional Buying and Selling by Quarter

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

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
5/21/2025 Geneos Wealth Management Inc.108,667$3.53M0.1%+230.6%0.631%
5/16/2025 NewEdge Advisors LLC48,728$1.58M0.0%-4.9%0.283%
5/15/2025 Royal Bank of Canada16,499$536K0.0%+149.3%0.096%
5/15/2025 Calton & Associates Inc.16,381$532K0.1%N/A0.095%
5/15/2025 WPG Advisers LLC4,742$154K0.1%N/A0.028%
5/5/2025 Calton & Associates Inc.11,071$359K0.0%N/A0.066%
5/5/2025 Csenge Advisory Group48,652$1.48M0.1%+12.1%0.291%
5/1/2025 Marks Group Wealth Management Inc42,610$1.38M0.1%N/A0.255%
4/29/2025 Envestnet Asset Management Inc.269,332$8.74M0.0%-4.3%1.610%
4/25/2025 K2 Financial Inc.100,062$2.98M2.9%+12.2%0.598%
4/23/2025 Perigon Wealth Management LLC28,141$913K0.0%-4.6%0.168%
4/22/2025 Cambridge Investment Research Advisors Inc.45,592$1.48M0.0%-6.1%0.273%
4/22/2025 Petra Financial Advisors Inc.32,065$1.04M0.9%-1.5%0.192%
4/21/2025 United Advisor Group LLC11,894$386K0.1%+4.1%0.071%
4/21/2025 Compass Capital Corp MA ADV35,751$1.06M0.5%-15.2%0.214%
4/17/2025 Stewardship Advisors LLC16,460$534K0.1%+17.3%0.098%
4/16/2025 Wealth Enhancement Advisory Services LLC79,343$2.58M0.0%+8.1%0.474%
4/9/2025 Merit Financial Group LLC77,960$2.53M0.0%N/A0.483%
3/17/2025 Wealth Enhancement Advisory Services LLC73,369$2.43M0.0%+7.9%0.460%
2/24/2025 United Advisor Group LLC11,431$379K0.1%-2.7%0.073%
2/17/2025 Cahill Financial Advisors Inc.67,226$2.23M0.3%-13.4%0.448%
2/17/2025 Bank of America Corp DE1,410$47K0.0%+197.5%0.009%
2/13/2025 NewEdge Advisors LLC51,226$1.70M0.0%+8.6%0.342%
2/13/2025 Mariner LLC7,996$265K0.0%N/A0.053%
2/13/2025 Envestnet Asset Management Inc.281,555$9.33M0.0%-2.7%1.877%
2/11/2025Lynx Investment Advisory16,131$534K0.4%-2.3%0.108%
2/11/2025 LPL Financial LLC15,944$528K0.0%+39.4%0.106%
2/11/2025 Sei Investments Co.12,343,115$408.79M0.5%-4.7%82.287%
2/10/2025 Petra Financial Advisors Inc.32,558$1.08M0.7%-1.2%0.217%
2/7/2025 Meriwether Wealth & Planning LLC8,167$270K0.2%N/A0.054%
2/7/2025 K2 Financial Inc.89,150$2.95M2.9%N/A0.594%
2/6/2025 Exencial Wealth Advisors LLC48,372$1.60M0.1%-9.5%0.322%
2/5/2025 Whipplewood Advisors LLC8,230$273K0.2%N/A0.055%
2/3/2025 Compass Capital Corp MA ADV42,154$1.40M0.5%N/A0.281%
2/3/2025 Private Advisor Group LLC21,168$701K0.0%+92.2%0.141%
1/31/2025 Atria Wealth Solutions Inc.71,942$2.38M0.0%N/A0.480%
1/31/2025 Truist Financial Corp265,604$8.80M0.0%-4.9%1.771%
1/30/2025 Csenge Advisory Group43,414$1.44M0.1%-3.7%0.289%
1/30/2025 Principal Securities Inc.11,359$376K0.0%+15.6%0.076%
1/27/2025 Stratos Wealth Partners LTD.32,216$1.07M0.0%N/A0.215%
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1/22/2025 Perigon Wealth Management LLC29,508$1.00M0.0%-5.5%0.197%
1/21/2025 Stewardship Advisors LLC14,028$465K0.1%+19.0%0.094%
1/21/2025 Geneos Wealth Management Inc.32,872$1.09M0.0%N/A0.219%
1/14/2025 Accurate 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%
1/13/2025 AdvisorNet Financial Inc1,434$47K0.0%-43.2%0.010%
11/15/2024 Continuum Advisory LLC3,103$106K0.0%-29.6%0.021%
11/15/2024 Jane Street Group LLC23,592$777K0.0%+167.5%0.157%
11/5/2024Lynx Investment Advisory16,508$544K0.4%+5.8%0.110%
10/30/2024 United Advisor Group LLC11,745$387K0.1%-48.6%0.078%
10/28/2024 Petra Financial Advisors Inc.32,956$1.09M0.7%+1.8%0.220%
10/24/2024 Wealth Enhancement Advisory Services LLC67,983$2.24M0.0%+14.3%0.453%
10/22/2024 Private Advisor Group LLC11,012$360K0.0%-4.0%0.073%
10/21/2024 Stewardship Advisors LLC11,792$389K0.1%N/A0.079%
10/10/2024Hart & Patterson Financial Group LLC252,888$8.33M3.9%-2.3%1.686%
8/21/2024 Truist Financial Corp296,646$9.24M0.0%-2.3%1.978%
8/16/2024 NewEdge Advisors LLC41,500$1.29M0.0%N/A0.277%
8/13/2024 Sei Investments Co.13,018,949$405.55M0.6%-1.9%86.793%
8/8/2024 Envestnet Asset Management Inc.306,110$9.54M0.0%-1.7%2.041%
8/7/2024 Cahill Financial Advisors Inc.77,912$2.43M0.3%-0.5%0.519%
7/26/2024 Cambridge Investment Research Advisors Inc.43,118$1.34M0.0%+5.0%0.287%
7/19/2024 MONECO Advisors LLC11,056$344K0.1%-21.0%0.074%
7/19/2024 Petra Financial Advisors Inc.32,388$1.01M0.7%+69.8%0.216%
7/16/2024 Wealth 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%
7/10/2024 Csenge Advisory Group42,133$1.31M0.1%+10.6%0.281%
7/9/2024Lynx Investment Advisory15,600$486K0.4%N/A0.104%
5/7/2024 Sei Investments Co.13,270,866$411.00M0.6%N/A87.887%
5/4/2024 Csenge Advisory Group38,107$1.18M0.1%N/A0.252%
4/30/2024 Perigon Wealth Management LLC33,837$1.05M0.0%N/A0.224%
4/26/2024 MONECO Advisors LLC13,988$433K0.1%N/A0.093%
4/23/2024 Accurate Wealth Management LLC7,575$222K0.1%N/A0.051%
4/16/2024 Wealth Enhancement Advisory Services LLC57,471$1.78M0.0%N/A0.383%
1/29/2024 Petra Financial Advisors Inc.19,077$537K0.4%+5.4%2.120%
4/20/2023 Petra Financial Advisors Inc.13,300$321K0.3%+11.3%1.478%
2/7/2023 IFP 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, 37 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. ($408.79M), Truist Financial Corp ($8.80M), Envestnet Asset Management Inc. ($8.74M), Hart & Patterson Financial Group LLC ($7.97M), Geneos Wealth Management Inc. ($3.53M), K2 Financial Inc. ($2.98M), and Wealth Enhancement Advisory Services LLC ($2.58M).Learn more on SEIV's institutional investors.

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

Of the 30 institutional investors that purchased SEI Enhanced U.S. Large Cap Value Factor ETF stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Sei Investments Co. ($13.27M), Geneos Wealth Management Inc. ($108.67K), K2 Financial Inc. ($100.06K), Wealth Enhancement Advisory Services LLC ($79.34K), Merit Financial Group LLC ($77.96K), Atria Wealth Solutions Inc. ($71.94K), and Csenge Advisory Group ($47.37K).

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

Institutional investors have bought a total of 14,122,837 shares in the last 24 months. This purchase volume represents approximately $438.58M in transactions.

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

Of the 19 institutional investors that sold SEI Enhanced U.S. Large Cap Value Factor ETF stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Sei Investments Co. ($858.44K), Envestnet Asset Management Inc. ($25.54K), Truist Financial Corp ($20.88K), Hart & Patterson Financial Group LLC ($20.35K), United Advisor Group LLC ($11.42K), Cahill Financial Advisors Inc. ($10.81K), and Compass Capital Corp MA ADV ($6.40K).

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

Institutional investors have sold a total of 976,580 shares in the last 24 months. This volume of shares sold represents approximately $31.84M in transactions.



This page (BATS:SEIV) was last updated on 5/23/2025 by MarketBeat.com Staff
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