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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
$49.49 -0.41 (-0.82%)
As of 10:59 AM 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)
55
Total
Institutional Inflows
(last 12 months)
$272.69M
Number of
Institutional Sellers
(last 12 months)
20
Total
Institutional Outflows
(last 12 months)
$3.78M
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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
10/8/2026Farther Finance Advisors LLC702$34K0.0%N/A0.004%
10/8/2026Fig Financial Advisory Services Inc. ADV61,171$3.00M1.8%N/A0.350%
9/9/2026Cahill Financial Advisors Inc.36,937$1.77M0.2%-7.0%0.211%
9/9/2026NewEdge Advisors LLC53,793$2.58M0.0%-6.8%0.307%
8/22/2026K2 Financial Inc.112,470$5.40M3.8%-3.5%0.643%
8/22/2026Concurrent Investment Advisors LLC10,901$523K0.0%-5.3%0.062%
8/21/2026Continuum Advisory LLC2,689$129K0.0%N/A0.015%
7/9/2026StoneCrest Wealth Management Inc.200,953$9.65M3.1%N/A1.148%
7/8/2026Sonoma Allocations LLC6,783$327K0.1%-55.4%0.039%
7/8/2026Apella Capital LLC31,175$1.50M0.0%-17.7%0.178%
5/19/2026Sonoma Allocations LLC15,206$636K0.2%N/A0.087%
5/19/2026Cassady Wealth & Retirement Planning LLC20,408$902K0.4%-3.5%0.117%
5/18/2026Royal Bank of Canada10,086$419K0.0%+4.3%0.058%
5/14/2026Sei Investments Co.14,939,112$620.87M0.6%+1.2%85.366%
5/13/2026Cetera Investment Advisers7,828$325K0.0%+42.5%0.045%
5/6/2026Aire Advisors LLC4,814$200K0.0%N/A0.028%
5/6/2026Independent Financial Group LLC5,442$226K0.0%N/A0.031%
5/4/2026Uptick Partners LLC12,035$500K0.1%N/A0.069%
4/30/2026Whipplewood Advisors LLC3,601$150K0.1%+372.0%0.021%
4/30/2026WPG Advisers LLC4,286$178K0.1%-14.3%0.024%
4/29/2026K2 Financial Inc.116,567$5.13M3.5%+0.3%0.666%
4/21/2026Independent Wealth Network Inc.5,727$238K0.1%+5.0%0.033%
4/21/2026Silver Oak Securities Incorporated2,482$103K0.0%-31.6%0.014%
4/20/2026Apella Capital LLC37,875$1.67M0.0%-1.7%0.216%
4/17/2026Stewardship Advisors LLC24,657$1.03M0.2%+3.2%0.141%
2/18/2026Beacon Pointe Advisors LLC276,741$11.49M0.1%-2.1%1.581%
2/18/2026NewEdge Advisors LLC57,700$2.40M0.0%-1.7%0.330%
2/18/2026Cahill Financial Advisors Inc.51,602$2.14M0.2%-15.1%0.295%
2/17/2026Cetera Investment Advisers5,492$228K0.0%N/A0.031%
2/17/2026Osaic Holdings Inc.552,736$22.94M0.0%+826.7%3.158%
2/17/2026Royal Bank of Canada9,674$401K0.0%-11.1%0.055%
2/17/2026Silver Grove Financial Group Inc.2,667$111K0.1%N/A0.015%
2/17/2026Stark Wealth Management LLC59,765$2.48M8.8%N/A0.342%
2/13/2026Kestra Advisory Services LLC1,202$50K0.0%N/A0.007%
2/12/2026Compass Capital Corp MA ADV31,798$1.38M0.5%-2.8%0.182%
2/12/2026Principal Securities Inc.16,881$701K0.0%-3.6%0.096%
2/10/2026Calton & Associates Inc.6,915$287K0.0%-49.7%0.040%
2/6/2026Global Retirement Partners LLC75,188$3.12M0.1%N/A0.430%
2/6/2026Csenge Advisory Group70,737$2.94M0.1%+4.8%0.404%
2/4/2026Moneco Advisors LLC5,029$209K0.0%N/A0.029%
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2/4/2026Summit Wealth Group LLC Co.2,203,137$91.43M12.1%N/A12.589%
2/4/2026Ameritas Advisory Services LLC50,647$2.10M0.1%N/A0.289%
2/2/2026Truist Financial Corp289,955$12.03M0.0%-2.2%1.657%
2/2/2026FSA Advisors Inc.117,905$4.89M0.9%N/A0.674%
1/30/2026Exencial Wealth Advisors LLC51,578$2.14M0.1%-14.2%0.295%
1/29/2026Concurrent Investment Advisors LLC11,904$494K0.0%-4.2%0.068%
1/29/2026TBH Global Asset Management LLC33,592$1.39M0.2%N/A0.192%
1/28/2026Diversified Enterprises LLC47,484$1.97M0.1%+87.1%0.271%
1/28/2026WPG Advisers LLC5,001$208K0.2%-7.0%0.029%
1/28/2026Morton Brown Family Wealth LLC1,108$46K0.0%N/A0.006%
1/26/2026Merit Financial Group LLC105,043$4.36M0.0%-0.5%0.600%
1/26/2026Independent Wealth Network Inc.5,452$226K0.1%N/A0.031%
1/26/2026United Advisor Group LLC41,160$1.71M0.2%+6.1%0.235%
1/22/2026K2 Financial Inc.116,178$4.90M3.8%-3.1%0.664%
1/21/2026Petra Financial Advisors Inc.36,063$1.50M0.9%+1.7%0.206%
1/21/2026Apella Capital LLC38,533$1.60M0.0%+14.7%0.220%
1/20/2026Stratos Wealth Partners LTD.18,207$756K0.0%-9.9%0.104%
1/16/2026Perigon Wealth Management LLC36,828$1.53M0.0%+9.5%0.210%
1/15/2026Stewardship Advisors LLC23,882$991K0.2%+1.1%0.136%
1/15/2026Silver Oak Securities Incorporated3,629$152K0.0%N/A0.021%
1/14/2026Accurate Wealth Management LLC5,513$232K0.0%-25.1%0.032%
1/8/2026Wealth Enhancement Advisory Services LLC110,078$4.67M0.0%+4.5%0.629%
1/7/2026Yeomans Consulting Group Inc.85,421$3.55M1.0%N/A0.488%
1/5/2026Park Avenue Securities LLC4,947$205K0.0%N/A0.028%
11/17/2025NewEdge Advisors LLC58,684$2.28M0.0%+17.9%0.335%
11/17/2025Turning Point Benefit Group Inc.2,155$84K0.1%N/A0.012%
11/17/2025Susquehanna International Group LLP17,546$683K0.0%+18.4%0.100%
11/17/2025Larson Financial Group LLC2,573$100K0.0%N/A0.015%
11/17/2025Citadel Advisors LLC15,450$601K0.0%N/A0.088%
11/14/2025Binnacle Investments Inc7,989$311K0.2%+9.2%0.046%
11/13/2025Sei Investments Co.15,098,907$587.35M0.6%+21.8%86.279%
11/7/2025Petra Financial Advisors Inc.35,455$1.38M0.8%+8.8%0.203%
11/7/2025Calton & Associates Inc.13,757$535K0.1%N/A0.079%
11/6/2025Assetmark Inc.1,009$39K0.0%+46.9%0.006%
11/6/2025Whipplewood Advisors LLC724$28K0.0%-91.5%0.004%
11/6/2025Lynx Investment Advisory19,596$762K0.5%+19.9%0.112%
11/6/2025Stratos Wealth Partners LTD.20,210$786K0.0%N/A0.115%
11/6/2025LexAurum Advisors LLC7,377$287K0.0%+20.4%0.042%
11/5/2025Envestnet Asset Management Inc.317,748$12.36M0.0%+18.1%1.816%
11/3/2025Cahill Financial Advisors Inc.60,751$2.36M0.3%+16.5%0.347%
11/3/2025Truist Financial Corp296,435$11.53M0.0%+18.2%1.694%
10/29/2025Stewardship Advisors LLC23,624$919K0.2%+39.3%0.135%
10/29/2025WPG Advisers LLC5,379$209K0.2%+18.6%0.031%
10/29/2025Wealth Enhancement Advisory Services LLC105,315$4.09M0.0%+26.4%0.602%
10/28/2025Csenge Advisory Group67,514$2.63M0.1%+31.7%0.386%
10/27/2025Exencial Wealth Advisors LLC60,092$2.34M0.1%+30.2%0.343%
10/27/2025Concurrent Investment Advisors LLC12,427$483K0.0%+61.6%0.071%
10/20/2025Accurate Wealth Management LLC7,359$284K0.0%+21.5%0.042%
10/20/2025Merit Financial Group LLC105,611$4.11M0.0%+27.9%0.603%
10/17/2025Perigon Wealth Management LLC33,637$1.31M0.0%+19.9%0.192%
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10/17/2025Apella Capital LLC33,587$1.28M0.0%N/A0.192%
10/16/2025K2 Financial Inc.119,877$4.58M3.7%+22.3%0.685%
10/10/2025Diversified Enterprises LLC25,373$987K0.1%+11.0%0.145%
9/4/2025Osaic Holdings Inc.30,899$1.10M0.0%-56.9%0.177%
8/28/2025Stark Wealth Management LLC22,945$819K1.1%N/A0.131%
8/18/2025Geneos Wealth Management Inc.106,589$3.80M0.1%-1.9%0.609%
8/15/2025Binnacle Investments Inc7,316$261K0.2%+63.6%0.042%
8/14/2025Sei Investments Co.12,394,373$442.36M0.5%+0.8%70.825%
8/14/2025NewEdge Advisors LLC49,759$1.78M0.0%+2.1%0.284%
8/11/2025United Advisor Group LLC33,326$1.19M0.2%+180.2%0.190%


SEIV Institutional Ownership - Frequently Asked Questions

During the previous two years, 72 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. ($620.87M), Summit Wealth Group LLC Co. ($91.43M), Osaic Holdings Inc. ($22.94M), Envestnet Asset Management Inc. ($12.36M), Truist Financial Corp ($12.03M), Beacon Pointe Advisors LLC ($11.49M), and StoneCrest Wealth Management Inc. ($9.65M).Learn more on SEI Enhanced U.S. Large Cap Value Factor ETF's institutional investors.

Of the 67 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. ($2.98M), Summit Wealth Group LLC Co. ($2.20M), Osaic Holdings Inc. ($493.09K), StoneCrest Wealth Management Inc. ($200.95K), S&T Bank PA ($193.69K), K2 Financial Inc. ($122.33K), and FSA Advisors Inc. ($117.91K).

Institutional investors have bought a total of 6,715,431 shares in the last 24 months. This purchase volume represents approximately $272.69M in transactions.

Of the 20 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: Cahill Financial Advisors Inc. ($11.95K), Exencial Wealth Advisors LLC ($8.51K), Sonoma Allocations LLC ($8.42K), Whipplewood Advisors LLC ($7.80K), K2 Financial Inc. ($7.80K), Apella Capital LLC ($7.36K), and Calton & Associates Inc. ($6.84K).

Institutional investors have sold a total of 87,332 shares in the last 24 months. This volume of shares sold represents approximately $3.78M in transactions.


Related Companies

Institutional ownership data for BATS:SEIV is compiled from quarterly 13F filings submitted to the U.S. Securities and Exchange Commission (SEC), with the most recent received on 10/8/2026. New 13F filings are added each quarter as they're published.
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