Institutional shares held 14.7 Million
0 calls
0 puts
Total value of holdings $585M
$0 calls
$0 puts
# of Institutions 50


Latest Institutional Activity in SEIV

Top Purchases

Q3 2025
Envestnet Asset Management Inc Shares Held: 318K ($12.6M)
Q3 2025
Truist Financial Corp Shares Held: 296K ($11.8M)
Q3 2025
Apella Capital, LLC Shares Held: 33.6K ($1.34M)
Q3 2025
Merit Financial Group, LLC Shares Held: 106K ($4.2M)
Q3 2025
Wealth Enhancement Advisory Services, LLC Shares Held: 105K ($4.19M)

Top Sells

Q3 2025
Whipplewood Advisors, LLC Shares Held: 724 ($28.8K)
Q2 2025
Royal Bank Of Canada Shares Held: 5.89K ($234K)
Q2 2025
Compass Capital Corp /Ma/ /Adv Shares Held: 32.7K ($1.3M)
Q2 2025
Geneos Wealth Management Inc. Shares Held: 107K ($4.24M)
Q2 2025
Lpl Financial LLC Shares Held: 16.5K ($657K)

About SEIV

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