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SEI Enhanced Low Volatility U.S. Large Cap ETF (SELV) Institutional Ownership

$33.43 0.00 (0.00%)
As of 07/2/2026 04:10 PM Eastern
Compare

Institutional Ownership Changes (13F Filings) for SEI Enhanced Low Volatility U.S. Large Cap ETF (BATS:SELV)

Number of
Institutional Buyers
(last 12 months)
22
Total
Institutional Inflows
(last 12 months)
$11.59M
Number of
Institutional Sellers
(last 12 months)
10
Total
Institutional Outflows
(last 12 months)
$4.27M
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SELV Institutional Buying and Selling by Quarter

SEI Enhanced Low Volatility U.S. Large Cap ETF Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
6/3/2026NewEdge Advisors LLC18,336$593K0.0%-1.8%0.356%
5/19/2026NewEdge Advisors LLC18,336$593K0.0%-1.8%0.356%
5/18/2026Royal Bank of Canada14,166$458K0.0%+8,041.4%0.275%
5/14/2026Sei Investments Co.2,721,070$87.99M0.1%+0.5%52.836%
5/13/2026Cetera Investment Advisers8,186$265K0.0%+8.9%0.159%
5/5/2026Geneos Wealth Management Inc.37,000$1.20M0.0%N/A0.718%
4/29/2026K2 Financial Inc.22,521$733K0.5%+1.7%0.437%
4/20/2026Chatterton & Associates Inc.84,415$2.75M1.9%+81.1%1.639%
2/18/2026Beacon Pointe Advisors LLC31,297$1.01M0.0%-1.6%0.608%
2/17/2026Cetera Investment Advisers7,519$243K0.0%N/A0.146%
2/17/2026Osaic Holdings Inc.41,960$1.36M0.0%+577.3%0.815%
2/12/2026Pollock Investment Advisors LLC1,594,323$51.51M37.9%+1.8%30.958%
2/12/2026Principal Securities Inc.7,725$250K0.0%+8.2%0.150%
2/10/2026Northwestern Mutual Wealth Management Co.11,540$373K0.0%+6,810.2%0.224%
2/6/2026Global Retirement Partners LLC4,332$140K0.0%N/A0.084%
2/4/2026Summit Wealth Group LLC Co.24,903$805K0.1%N/A0.484%
2/4/2026Ameritas Advisory Services LLC8,212$265K0.0%N/A0.159%
2/2/2026Truist Financial Corp71,655$2.32M0.0%-0.6%1.391%
2/2/2026FSA Advisors Inc.18,357$593K0.1%N/A0.356%
1/28/2026Diversified Enterprises LLC6,425$208K0.0%N/A0.125%
1/26/2026Merit Financial Group LLC17,752$574K0.0%+7.9%0.345%
1/26/2026CWM LLC904$29K0.0%-36.8%0.018%
1/22/2026K2 Financial Inc.22,144$720K0.6%-2.3%0.430%
1/20/2026Chatterton & Associates Inc.46,610$1.51M1.3%N/A0.905%
1/15/2026Stewardship Advisors LLC8,610$278K0.1%+7.1%0.167%
1/8/2026Wealth Enhancement Advisory Services LLC45,154$1.46M0.0%+6.8%0.877%
12/29/2025Cape Investment Advisory Inc.1,362$44K0.0%+29.7%0.026%
11/17/2025NewEdge Advisors LLC18,610$594K0.0%+3.4%0.361%
11/17/2025Susquehanna International Group LLP6,485$207K0.0%-70.5%0.126%
11/13/2025Sei Investments Co.2,698,387$86.19M0.1%+1.0%52.396%
11/10/2025Pollock Investment Advisors LLC1,565,801$50.01M39.2%0.0%30.404%
11/7/2025Petra Financial Advisors Inc.6,539$209K0.1%N/A0.127%
11/5/2025Envestnet Asset Management Inc.79,134$2.53M0.0%-2.8%1.537%
11/3/2025Truist Financial Corp72,098$2.30M0.0%-3.2%1.400%
10/29/2025Stewardship Advisors LLC8,037$257K0.1%N/A0.156%
10/29/2025Wealth Enhancement Advisory Services LLC42,267$1.34M0.0%+7.6%0.821%
10/16/2025K2 Financial Inc.22,668$709K0.6%+2.7%0.440%
10/15/2025CWM LLC1,431$46K0.0%+58.3%0.028%
9/4/2025Osaic Holdings Inc.2,831$89K0.0%-65.5%0.055%
8/18/2025Geneos Wealth Management Inc.9,092$285K0.0%+150.5%0.177%
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8/14/2025Sei Investments Co.2,671,354$83.68M0.1%-3.5%51.871%
8/1/2025Envestnet Asset Management Inc.81,397$2.55M0.0%-4.6%1.581%
7/18/2025Truist Financial Corp74,461$2.33M0.0%-5.8%1.446%
7/17/2025K2 Financial Inc.22,078$676K0.6%-4.5%0.429%
7/10/2025Wealth Enhancement Advisory Services LLC39,270$1.24M0.0%+22.8%0.765%
5/21/2025Geneos Wealth Management Inc.3,629$111K0.0%+19.5%0.071%
5/16/2025NewEdge Advisors LLC18,310$560K0.0%-8.6%0.357%
5/15/2025WPG Advisers LLC1,246$38K0.0%N/A0.024%
5/14/2025Pollock Investment Advisors LLC1,234,946$37.79M30.6%+0.2%24.073%
4/29/2025Envestnet Asset Management Inc.85,363$2.61M0.0%-14.1%1.797%
4/16/2025Wealth Enhancement Advisory Services LLC31,982$979K0.0%+13.1%0.673%
4/9/2025Merit Financial Group LLC13,376$409K0.0%N/A0.282%
3/17/2025Wealth Enhancement Advisory Services LLC28,270$824K0.0%+10.9%0.595%
2/13/2025NewEdge Advisors LLC20,038$584K0.0%+2.3%0.436%
2/13/2025Envestnet Asset Management Inc.99,431$2.90M0.0%-5.0%2.162%
2/12/2025OLD Mission Capital LLC24,792$722K0.0%+20.9%0.539%
2/11/2025LPL Financial LLC9,273$270K0.0%+34.9%0.202%
2/11/2025Sei Investments Co.2,820,209$82.19M0.1%-3.5%61.309%
2/10/2025Pollock Investment Advisors LLC1,232,476$35.91M29.2%N/A26.793%
2/7/2025Meriwether Wealth & Planning LLC8,100$236K0.2%N/A0.176%
2/7/2025K2 Financial Inc.22,844$657K0.7%N/A0.497%
1/31/2025Atria Wealth Solutions Inc.16,900$492K0.0%N/A0.367%
1/31/2025Truist Financial Corp94,480$2.75M0.0%-6.4%2.054%
1/30/2025Principal Securities Inc.4,951$144K0.0%+34.9%0.108%
1/27/2025Stratos Wealth Partners LTD.9,126$266K0.0%N/A0.198%
1/21/2025Geneos Wealth Management Inc.3,038$89K0.0%N/A0.066%
1/14/2025Hart & Patterson Financial Group LLC33,027$962K0.5%-4.5%0.718%
1/13/2025AdvisorNet Financial Inc1,099$32K0.0%+647.6%0.024%
10/24/2024Wealth Enhancement Advisory Services LLC25,487$756K0.0%+9.1%0.554%
10/10/2024Hart & Patterson Financial Group LLC34,567$1.03M0.5%-1.5%0.751%
10/8/2024CWM LLC2,056$61K0.0%N/A0.045%
8/21/2024Truist Financial Corp114,605$3.18M0.0%-2.6%2.491%
8/13/2024Sei Investments Co.2,997,482$83.03M0.1%-2.2%65.163%
8/8/2024Envestnet Asset Management Inc.117,836$3.26M0.0%-2.5%2.562%
7/16/2024Wealth Enhancement Advisory Services LLC23,371$647K0.0%+7.7%0.508%
7/9/2024Lynx Investment Advisory1,890$52K0.0%N/A0.041%
6/21/2024Cape Investment Advisory Inc.977$27K0.0%N/A0.021%
5/7/2024Sei Investments Co.3,066,448$85.20M0.1%N/A66.662%
4/16/2024Wealth Enhancement Advisory Services LLC21,698$603K0.0%N/A0.472%


SELV Institutional Ownership - Frequently Asked Questions

During the previous two years, 35 institutional investors and hedge funds held shares of SEI Enhanced Low Volatility U.S. Large Cap ETF. The most heavily invested institutionals were Sei Investments Co. ($87.99M), Pollock Investment Advisors LLC ($51.51M), Chatterton & Associates Inc. ($2.75M), Envestnet Asset Management Inc. ($2.53M), Truist Financial Corp ($2.32M), Wealth Enhancement Advisory Services LLC ($1.46M), and Osaic Holdings Inc. ($1.36M).Learn more on SEI Enhanced Low Volatility U.S. Large Cap ETF's institutional investors.

Of the 30 institutional investors that purchased SEI Enhanced Low Volatility U.S. Large Cap ETF's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Pollock Investment Advisors LLC ($1.26M), Chatterton & Associates Inc. ($84.42K), Geneos Wealth Management Inc. ($46.09K), Sei Investments Co. ($39.90K), Osaic Holdings Inc. ($35.77K), Summit Wealth Group LLC Co. ($24.90K), and K2 Financial Inc. ($23.81K).

Institutional investors have bought a total of 359,470 shares in the last 24 months. This purchase volume represents approximately $11.59M in transactions.

Of the 10 institutional investors that sold SEI Enhanced Low Volatility U.S. Large Cap ETF's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Sei Investments Co. ($98.06K), Susquehanna International Group LLP ($15.51K), Truist Financial Corp ($7.36K), Envestnet Asset Management Inc. ($6.23K), Osaic Holdings Inc. ($5.36K), K2 Financial Inc. ($1.55K), and NewEdge Advisors LLC ($678.00).

Institutional investors have sold a total of 136,358 shares in the last 24 months. This volume of shares sold represents approximately $4.27M in transactions.


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This page (BATS:SELV) was last updated on 7/5/2026 by MarketBeat.com Staff.
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