Institutional shares held 18 Million
0 calls
0 puts
Total value of holdings $716M
$0 calls
$0 puts
# of Institutions 54


Latest Institutional Activity in SEIV

Top Purchases

Q4 2025
Yeomans Consulting Group, Inc. Shares Held: 85.4K ($3.4M)
Q4 2025
Park Avenue Securities LLC Shares Held: 4.95K ($197K)
Q4 2025
Wealth Enhancement Advisory Services, LLC Shares Held: 110K ($4.39M)
Q4 2025
Silver Oak Securities, Inc Shares Held: 3.63K ($145K)
Q3 2025
Sei Investments CO Shares Held: 15.1M ($602M)

Top Sells

Q4 2025
Accurate Wealth Management, LLC Shares Held: 5.51K ($220K)
Q3 2025
Whipplewood Advisors, LLC Shares Held: 724 ($28.9K)
Q3 2025
Ever Source Wealth Advisors, LLC Shares Held: 350 ($14K)
Q3 2025
Mai Capital Management Shares Held: 88 ($3.51K)
Q2 2025
Royal Bank Of Canada Shares Held: 5.89K ($235K)

About SEIV

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