Who Owns SEI Enhanced U.S. Large Cap Value Factor ETF (SEIV)?Hedge Fund & Institutional Holders

$41.33-0.21 (-0.51%)Financial ServicesBATS

Institutional Holders

50

as of Q4 2025

Total Institutional Value

$6.120000009143e+258T

% of Float Held

—

QoQ Change in Holders

+10 / -4

Price History

$28.53$32.30$36.06$39.83$43.60Aug 24Jun 25Mar 26

SEIV — Biggest New Institutional Buyers This Quarter

FundActionShares AddedValue Added
SUMMIT WEALTH GROUP LLC / CONew Position+2.2M+$91.4B
OSAIC HOLDINGS, INC.Increased+493K+$19.7B
K2 Financial Inc.New Position+116K+$4.9B
Yeomans Consulting Group, Inc.New Position+85K+$3.5B
Csenge Advisory GroupNew Position+71K+$2.9B
S&T BANK/PAIncreased+19K+$1.2B
Stewardship Advisors, LLCNew Position+24K+$991.0M
Diversified Enterprises, LLCIncreased+22K+$983.0M
Lynx Investment AdvisoryNew Position+22K+$927.0M
SUSQUEHANNA INTERNATIONAL GROUP, LLPIncreased+13K+$317.5M
Accurate Wealth Management, LLCNew Position+6K+$232.0M
Independent Wealth Network Inc.New Position+5K+$226.0M
MONECO ADVISORS, LLCNew Position+5K+$208.0M
WPG Advisers, LLCNew Position+5K+$207.0M
United Advisor Group, LLCIncreased+2K+$198.6M

SEIV — Institutions Reducing or Closing Positions

FundActionShares SoldValue Sold
Beacon Pointe Advisors, LLCDecreased-6K-$11.0B
NewEdge Advisors, LLCDecreased-984-$2.3B
LPL Financial LLCDecreased-124-$736.9M
ROYAL BANK OF CANADADecreased-1K-$423.0M
Binnacle Investments IncClosed Position-8K-$310.8M
Turning Point Benefit Group, Inc.Decreased-2K-$80.1M
HARBOUR INVESTMENTS, INC.Closed Position-819-$31.9M
Stratos Wealth Partners, LTD.Decreased-2K-$31.2M
Cape Investment Advisory, Inc.Decreased-46-$22.0M
EverSource Wealth Advisors, LLCClosed Position-350-$13.6M
Johnson Financial Group, Inc.Closed Position-124-$4.8M
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CODecreased-21-$2.7M
PRINCIPAL SECURITIES, INC.Decreased-633-$681K
CALTON & ASSOCIATES, INC.Decreased-7K-$249K
AdvisorNet Financial, IncDecreased-12-$-2.8M

Top Institutional Holders(Q4 2025)

#FundSharesValue% of PortfolioType
1SEI INVESTMENTS CO14,755,079$612.0B0.60%Share
2SUMMIT WEALTH GROUP LLC / CO2,203,137$91.4B12.12%Share
3OSAIC HOLDINGS, INC.552,694$22.0B0.03%Share
4S&T BANK/PA366,587$15.0B4.75%Share
5K2 Financial Inc.116,178$4.9B3.78%Share
6Yeomans Consulting Group, Inc.85,421$3.5B1.04%Share
7Csenge Advisory Group70,737$2.9B0.13%Share
8Diversified Enterprises, LLC47,484$2.0B0.12%Share
9United Advisor Group, LLC41,160$1.7B0.21%Share
10PETRA FINANCIAL ADVISORS INC36,063$1.5B0.88%Share
11COMPASS CAPITAL CORP /MA/ /ADV31,798$1.4B0.53%Share
12SUSQUEHANNA INTERNATIONAL GROUP, LLP30,657$1.0B0.00%Share
13Stewardship Advisors, LLC23,882$991.0M0.23%Share
14Lynx Investment Advisory19,586$812.0M0.44%Share
15Stratos Wealth Partners, LTD.18,207$755.0M0.01%Share
16Meriwether Wealth & Planning, LLC8,167$338.0M0.19%Share
17Accurate Wealth Management, LLC5,513$232.0M0.03%Share
18Independent Wealth Network Inc.5,452$226.0M0.07%Share
19MONECO ADVISORS, LLC5,029$208.0M0.02%Share
20WPG Advisers, LLC5,001$207.0M0.15%Share
21FSA Advisors, Inc.117,905$163.0M0.11%Share
22SILVER OAK SECURITIES, INCORPORATED3,629$151.0M0.01%Share
23Lynx Investment Advisory2,791$115.0M0.06%Share
24AdvisorNet Financial, Inc1,638$67.0M0.00%Share
25Morton Brown Family Wealth, LLC1,108$45.0M0.01%Share
26ASSETMARK, INC1,009$41.0M0.00%Share
27Whipplewood Advisors, LLC763$31.0M0.02%Share
28UBS Group AG386$16.0M0.00%Share
29ENVESTNET ASSET MANAGEMENT INC313,872$13.0M0.00%Share
30TRUIST FINANCIAL CORP289,955$12.0M0.02%Share
31Beacon Pointe Advisors, LLC276,741$11.0M0.08%Share
32Cambridge Investment Research Advisors, Inc.201,178$8.0M0.02%Share
33WEALTH ENHANCEMENT ADVISORY SERVICES, LLC110,078$4.7M0.01%Share
34Merit Financial Group, LLC105,043$4.4M0.03%Share
35Turning Point Benefit Group, Inc.119$4.0M0.00%Share
36CoreCap Advisors, LLC94$3.0M0.00%Share
37Global Retirement Partners, LLC75,188$3.0M0.05%Share
38Stark Wealth Management LLC59,765$2.5M9.31%Share
39EXENCIAL WEALTH ADVISORS, LLC51,578$2.1M0.07%Share
40Ameritas Advisory Services, LLC50,647$2.1M0.08%Share
41NewEdge Advisors, LLC57,700$2.0M0.01%Share
42Stark Wealth Management LLC47,753$1.9M8.50%Share
43CAHILL FINANCIAL ADVISORS INC43,167$1.8M0.20%Share
44Apella Capital, LLC38,533$1.6M0.03%Share
45Perigon Wealth Management, LLC36,828$1.5M0.03%Share
46TBH Global Asset Management, LLC33,592$1.4M0.23%Share
47Stark Wealth Management LLC35,276$1.2M0.86%Share
48Concurrent Investment Advisors, LLC11,904$494K0.01%Share
49CAHILL FINANCIAL ADVISORS INC8,435$350K0.04%Share
50CALTON & ASSOCIATES, INC.6,915$286K0.04%Share

SEIV Institutional Ownership History

QuarterHoldersTotal ValueChange
Q4 202562$763.8B+32
Q3 202530$626.2B-16
Q2 202546$496.5B+0
Q1 202546$445.8B+5
Q4 202441$4.2T+12
Q3 202429$14.2T-2
Q2 202431$13.3T+8
Q1 202423$508.1T—

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As of Q4 2025, 50 institutional investors hold SEIV (SEI Enhanced U.S. Large Cap Value Factor ETF). The largest holder is SEI INVESTMENTS CO with $612.0B in shares. This quarter, 10 institutions opened new positions and 4 closed their positions.

Frequently Asked Questions

How many hedge funds own SEIV?

As of Q4 2025, 50 institutional investors report holding SEIV (SEI Enhanced U.S. Large Cap Value Factor ETF) in their 13F filings.

Who is the largest institutional holder of SEIV?

The largest institutional holder of SEIV is SEI INVESTMENTS CO with $612.0B in shares.

Is institutional ownership of SEIV increasing or decreasing?

This quarter, 10 institutions opened new positions in SEIV and 4 closed their positions.