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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
$36.44 +3.81 (+11.66%)
As of 07/3/2025 01:00 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

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
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%
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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, 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 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 30 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. ($13.27M), 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 700,022 shares in the last 24 months. This purchase volume represents approximately $22.88M in transactions.

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

Of the 19 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. ($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.


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This page (BATS:SEIV) was last updated on 7/6/2025 by MarketBeat.com Staff
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