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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
$46.85 0.00 (0.00%)
As of 05/22/2026 04:10 PM Eastern
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)
52
Total
Institutional Inflows
(last 12 months)
$273.55M
Number of
Institutional Sellers
(last 12 months)
22
Total
Institutional Outflows
(last 12 months)
$4.46M
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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

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


SEIV Institutional Ownership - Frequently Asked Questions

During the previous two years, 69 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 Hart & Patterson Financial Group LLC ($7.97M).Learn more on SEI Enhanced U.S. Large Cap Value Factor ETF's institutional investors.

Of the 64 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), S&T Bank PA ($193.69K), K2 Financial Inc. ($122.33K), FSA Advisors Inc. ($117.91K), and Geneos Wealth Management Inc. ($108.67K).

Institutional investors have bought a total of 6,833,129 shares in the last 24 months. This purchase volume represents approximately $273.55M in transactions.

Of the 22 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: Osaic Holdings Inc. ($40.78K), Cahill Financial Advisors Inc. ($15.84K), Exencial Wealth Advisors LLC ($11.02K), Whipplewood Advisors LLC ($7.80K), Calton & Associates Inc. ($6.84K), Truist Financial Corp ($6.84K), and Beacon Pointe Advisors LLC ($5.95K).

Institutional investors have sold a total of 115,619 shares in the last 24 months. This volume of shares sold represents approximately $4.46M in transactions.


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This page (BATS:SEIV) was last updated on 5/25/2026 by MarketBeat.com Staff.
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