Institutional Ownership Sei Exchange Traded Fds Enhanc (SEIV)
This table provides information about the institutional ownership of Sei Exchange Traded Fds Enhanc (SEIV). We have compiled data on the 49 institutions that hold shares in the stock, with a total of 14.5 Million shares, which have been reported (via 13F filing form) to have a value of $528 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Sei Investments CO
Oaks, PA |
Aug 14, 2025 Q2 2025 |
12,394,373
shares
|
$452 Million
0.53% of portfolio
|
Q2 2025
Added 0.77%
|
|
|
Envestnet Asset Management Inc
|
Jul 31, 2025 Q2 2025 |
268,949
shares
|
$9.81 Million
0.0% of portfolio
|
Q2 2025
Reduced 0.14%
|
|
|
Truist Financial Corp
|
Jul 18, 2025 Q2 2025 |
250,737
shares
|
$9.14 Million
0.01% of portfolio
|
Q2 2025
Reduced 0.14%
|
|
|
Hart & Patterson Financial Group LLC
Amherst, MA |
Jan 13, 2025 Q4 2024 |
240,780
shares
|
$8.78 Million
3.88% of portfolio
|
Q4 2024
Reduced 4.79%
|
|
|
S&T Bank
Indiana, PA |
Aug 06, 2025 Q2 2025 |
205,051
shares
|
$7.48 Million
2.36% of portfolio
|
Q2 2025
Added 1704.07%
|
|
|
Summit Wealth Group LLC / CO
Colorado Springs, CO |
Aug 13, 2025 Q2 2025 |
178,965
shares
|
$6.53 Million
1.6% of portfolio
|
Q2 2025
New holding
|
|
|
Geneos Wealth Management Inc.
|
May 21, 2025 Q1 2025 |
108,667
shares
|
$3.96 Million
0.12% of portfolio
|
Q1 2025
New holding
|
|
|
K2 Financial Inc.
Glendora, CA |
Jul 17, 2025 Q2 2025 |
97,994
shares
|
$3.57 Million
3.09% of portfolio
|
Q2 2025
Reduced 2.07%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Jul 10, 2025 Q2 2025 |
83,304
shares
|
$3.04 Million
0.01% of portfolio
|
Q2 2025
Added 4.99%
|
|
|
Merit Financial Group, LLC
|
Jul 22, 2025 Q2 2025 |
82,603
shares
|
$3.01 Million
0.04% of portfolio
|
Q2 2025
Added 5.96%
|
|
|
Cahill Financial Advisors Inc
Edina, MN |
Aug 07, 2025 Q2 2025 |
52,126
shares
|
$1.9 Million
0.24% of portfolio
|
Q2 2025
Reduced 11.37%
|
|
|
Csenge Advisory Group
|
Aug 05, 2025 Q2 2025 |
51,257
shares
|
$1.87 Million
0.1% of portfolio
|
Q2 2025
Added 5.35%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Aug 14, 2025 Q2 2025 |
49,759
shares
|
$1.81 Million
0.01% of portfolio
|
Q2 2025
Added 2.12%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Jul 31, 2025 Q2 2025 |
48,514
shares
|
$1.77 Million
0.01% of portfolio
|
Q2 2025
Added 6.41%
|
|
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
Jul 30, 2025 Q2 2025 |
46,164
shares
|
$1.68 Million
0.06% of portfolio
|
Q2 2025
Reduced 5.15%
|
|
|
United Advisor Group, LLC
Cincinnati, OH |
Aug 11, 2025 Q2 2025 |
33,326
shares
|
$1.22 Million
0.22% of portfolio
|
Q2 2025
Added 180.19%
|
|
|
Compass Capital Corp /Ma/ /Adv
Braintree, MA |
Aug 11, 2025 Q2 2025 |
32,709
shares
|
$1.19 Million
0.56% of portfolio
|
Q2 2025
Reduced 8.51%
|
|
|
Petra Financial Advisors Inc
Colorado Srpings, CO |
Aug 01, 2025 Q2 2025 |
32,575
shares
|
$1.19 Million
0.74% of portfolio
|
Q2 2025
Added 1.59%
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Jul 15, 2025 Q2 2025 |
28,055
shares
|
$1.02 Million
0.02% of portfolio
|
Q2 2025
Reduced 0.31%
|
|
|
Diversified Enterprises, LLC
Wilmington, DE |
Jul 16, 2025 Q2 2025 |
22,852
shares
|
$833,412
0.06% of portfolio
|
Q2 2025
Added 15.86%
|
|
|
Stewardship Advisors, LLC
|
Jul 10, 2025 Q2 2025 |
16,963
shares
|
$618,640
0.16% of portfolio
|
Q2 2025
Added 3.06%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Aug 12, 2025 Q2 2025 |
16,524
shares
|
$602,630
0.0% of portfolio
|
Q2 2025
Reduced 0.25%
|
|
|
Lynx Investment Advisory
Washington, Dc, DC |
Jul 18, 2025 Q2 2025 |
16,340
shares
|
$595,919
0.38% of portfolio
|
Q2 2025
Added 2.26%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Aug 14, 2025 Q2 2025 |
14,819
shares
|
$540,448
0.0% of portfolio
|
Q2 2025
Added 70.41%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Aug 11, 2025 Q2 2025 |
13,674
shares
|
$498,690
0.01% of portfolio
|
Q2 2025
Added 20.38%
|