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SEI Enhanced U.S. Large Cap Value Factor ETF (SEIV) Institutional Ownership

SEI Enhanced U.S. Large Cap Value Factor ETF logo
$37.28 +4.65 (+14.24%)
As of 09:48 AM Eastern
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Institutional Ownership Changes (13F Filings) for SEI Enhanced U.S. Large Cap Value Factor ETF (BATS:SEIV)

Number of
Institutional Buyers
(last 12 months)
32
Total
Institutional Inflows
(last 12 months)
$34.37M
Number of
Institutional Sellers
(last 12 months)
19
Total
Institutional Outflows
(last 12 months)
$24.08M
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SEIV Institutional Buying and Selling by Quarter

SEI Enhanced U.S. Large Cap Value Factor ETF Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
8/14/2025Sei Investments Co.12,394,373$442.36M0.5%+0.8%70.825%
8/14/2025NewEdge Advisors LLC49,759$1.78M0.0%+2.1%0.284%
8/11/2025 United Advisor Group LLC33,326$1.19M0.2%+180.2%0.190%
8/8/2025 Cetera Investment Advisers6,130$219K0.0%N/A0.035%
8/7/2025 Cahill Financial Advisors Inc.52,126$1.86M0.2%-11.4%0.298%
8/6/2025 S&T Bank PA205,051$7.32M2.2%+1,704.1%1.172%
8/6/2025 Csenge Advisory Group51,257$1.75M0.1%+5.4%0.293%
8/1/2025 Petra Financial Advisors Inc.32,575$1.16M0.7%+1.6%0.186%
8/1/2025 Envestnet Asset Management Inc.268,949$9.60M0.0%-0.1%1.537%
7/31/2025 Whipplewood Advisors LLC8,527$304K0.2%+1,297.9%0.049%
7/30/2025 Exencial Wealth Advisors LLC46,164$1.65M0.1%-5.1%0.264%
7/25/2025 Concurrent Investment Advisors LLC7,692$275K0.0%N/A0.044%
7/18/2025 Lynx Investment Advisory16,340$583K0.4%+2.3%0.093%
7/18/2025 Truist Financial Corp250,737$8.95M0.0%-0.1%1.433%
7/17/2025 K2 Financial Inc.97,994$3.50M3.1%-2.1%0.560%
7/17/2025 LexAurum Advisors LLC6,126$219K0.0%N/A0.035%
7/16/2025 Diversified Enterprises LLC22,852$816K0.1%+15.9%0.131%
7/15/2025 Accurate Wealth Management LLC6,059$220K0.0%N/A0.035%
7/10/2025 Wealth Enhancement Advisory Services LLC83,304$3.03M0.0%+5.0%0.480%
5/21/2025Geneos Wealth Management Inc.108,667$3.53M0.1%+230.6%0.631%
5/16/2025NewEdge Advisors LLC48,728$1.58M0.0%-4.9%0.283%
5/15/2025Royal Bank of Canada16,499$536K0.0%+149.3%0.096%
5/15/2025 Calton & Associates Inc.16,381$532K0.1%N/A0.095%
5/15/2025 WPG Advisers LLC4,742$154K0.1%N/A0.028%
5/5/2025 Calton & Associates Inc.11,071$359K0.0%N/A0.066%
5/5/2025 Csenge Advisory Group48,652$1.48M0.1%+12.1%0.291%
5/1/2025 Marks Group Wealth Management Inc42,610$1.38M0.1%N/A0.255%
4/29/2025 Envestnet Asset Management Inc.269,332$8.74M0.0%-4.3%1.610%
4/25/2025 K2 Financial Inc.100,062$2.98M2.9%+12.2%0.598%
4/23/2025 Perigon Wealth Management LLC28,141$913K0.0%-4.6%0.168%
4/22/2025 Cambridge Investment Research Advisors Inc.45,592$1.48M0.0%-6.1%0.273%
4/22/2025 Petra Financial Advisors Inc.32,065$1.04M0.9%-1.5%0.192%
4/21/2025 United Advisor Group LLC11,894$386K0.1%+4.1%0.071%
4/21/2025 Compass Capital Corp MA ADV35,751$1.06M0.5%-15.2%0.214%
4/17/2025 Stewardship Advisors LLC16,460$534K0.1%+17.3%0.098%
4/16/2025 Wealth Enhancement Advisory Services LLC79,343$2.58M0.0%+8.1%0.474%
4/9/2025 Merit Financial Group LLC77,960$2.53M0.0%N/A0.483%
3/17/2025 Wealth Enhancement Advisory Services LLC73,369$2.43M0.0%+7.9%0.460%
2/24/2025 United Advisor Group LLC11,431$379K0.1%-2.7%0.073%
2/17/2025 Cahill Financial Advisors Inc.67,226$2.23M0.3%-13.4%0.448%
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2/17/2025Bank of America Corp DE1,410$47K0.0%+197.5%0.009%
2/13/2025NewEdge Advisors LLC51,226$1.70M0.0%+8.6%0.342%
2/13/2025Mariner LLC7,996$265K0.0%N/A0.053%
2/13/2025 Envestnet Asset Management Inc.281,555$9.33M0.0%-2.7%1.877%
2/11/2025 Lynx Investment Advisory16,131$534K0.4%-2.3%0.108%
2/11/2025 LPL Financial LLC15,944$528K0.0%+39.4%0.106%
2/11/2025Sei Investments Co.12,343,115$408.79M0.5%-4.7%82.287%
2/10/2025 Petra Financial Advisors Inc.32,558$1.08M0.7%-1.2%0.217%
2/7/2025 Meriwether Wealth & Planning LLC8,167$270K0.2%N/A0.054%
2/7/2025 K2 Financial Inc.89,150$2.95M2.9%N/A0.594%
2/6/2025 Exencial Wealth Advisors LLC48,372$1.60M0.1%-9.5%0.322%
2/5/2025 Whipplewood Advisors LLC8,230$273K0.2%N/A0.055%
2/3/2025 Compass Capital Corp MA ADV42,154$1.40M0.5%N/A0.281%
2/3/2025 Private Advisor Group LLC21,168$701K0.0%+92.2%0.141%
1/31/2025 Atria Wealth Solutions Inc.71,942$2.38M0.0%N/A0.480%
1/31/2025 Truist Financial Corp265,604$8.80M0.0%-4.9%1.771%
1/30/2025 Csenge Advisory Group43,414$1.44M0.1%-3.7%0.289%
1/30/2025 Principal Securities Inc.11,359$376K0.0%+15.6%0.076%
1/27/2025 Stratos Wealth Partners LTD.32,216$1.07M0.0%N/A0.215%
1/22/2025 Perigon Wealth Management LLC29,508$1.00M0.0%-5.5%0.197%
1/21/2025 Stewardship Advisors LLC14,028$465K0.1%+19.0%0.094%
1/21/2025Geneos Wealth Management Inc.32,872$1.09M0.0%N/A0.219%
1/14/2025 Accurate Wealth Management LLC6,824$226K0.0%-5.6%0.045%
1/14/2025Hart & Patterson Financial Group LLC240,780$7.97M3.9%-4.8%1.605%
1/13/2025 AdvisorNet Financial Inc1,434$47K0.0%-43.2%0.010%
11/15/2024 Continuum Advisory LLC3,103$106K0.0%-29.6%0.021%
11/15/2024Jane Street Group LLC23,592$777K0.0%+167.5%0.157%
11/5/2024 Lynx Investment Advisory16,508$544K0.4%+5.8%0.110%
10/30/2024 United Advisor Group LLC11,745$387K0.1%-48.6%0.078%
10/28/2024 Petra Financial Advisors Inc.32,956$1.09M0.7%+1.8%0.220%
10/24/2024 Wealth Enhancement Advisory Services LLC67,983$2.24M0.0%+14.3%0.453%
10/22/2024 Private Advisor Group LLC11,012$360K0.0%-4.0%0.073%
10/21/2024 Stewardship Advisors LLC11,792$389K0.1%N/A0.079%
10/10/2024Hart & Patterson Financial Group LLC252,888$8.33M3.9%-2.3%1.686%
8/21/2024 Truist Financial Corp296,646$9.24M0.0%-2.3%1.978%
8/16/2024NewEdge Advisors LLC41,500$1.29M0.0%N/A0.277%
8/13/2024Sei Investments Co.13,018,949$405.55M0.6%-1.9%86.793%
8/8/2024 Envestnet Asset Management Inc.306,110$9.54M0.0%-1.7%2.041%
8/7/2024 Cahill Financial Advisors Inc.77,912$2.43M0.3%-0.5%0.519%
7/26/2024 Cambridge Investment Research Advisors Inc.43,118$1.34M0.0%+5.0%0.287%
7/19/2024 MONECO Advisors LLC11,056$344K0.1%-21.0%0.074%
7/19/2024 Petra Financial Advisors Inc.32,388$1.01M0.7%+69.8%0.216%
7/16/2024 Wealth Enhancement Advisory Services LLC59,465$1.85M0.0%+3.5%0.396%
7/16/2024Hart & Patterson Financial Group LLC258,898$8.07M4.0%-0.9%1.726%
7/10/2024 Csenge Advisory Group42,133$1.31M0.1%+10.6%0.281%
7/9/2024 Lynx Investment Advisory15,600$486K0.4%N/A0.104%
5/7/2024Sei Investments Co.13,270,866$411.00M0.6%N/A87.887%
5/4/2024 Csenge Advisory Group38,107$1.18M0.1%N/A0.252%
4/30/2024 Perigon Wealth Management LLC33,837$1.05M0.0%N/A0.224%
4/26/2024 MONECO Advisors LLC13,988$433K0.1%N/A0.093%
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4/23/2024 Accurate Wealth Management LLC7,575$222K0.1%N/A0.051%
4/16/2024 Wealth Enhancement Advisory Services LLC57,471$1.78M0.0%N/A0.383%
1/29/2024 Petra Financial Advisors Inc.19,077$537K0.4%+5.4%2.120%
4/20/2023 Petra Financial Advisors Inc.13,300$321K0.3%+11.3%1.478%
2/7/2023 IFP Advisors Inc4,916$124K0.0%+81,833.3%0.000%
(Data available from 1/1/2016 forward)

SEIV Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of SEIV shares?

During the previous two years, 42 institutional investors and hedge funds held shares of SEI Enhanced U.S. Large Cap Value Factor ETF. The most heavily invested institutionals were Sei Investments Co. ($442.36M), Envestnet Asset Management Inc. ($9.60M), Truist Financial Corp ($8.95M), Hart & Patterson Financial Group LLC ($7.97M), S&T Bank PA ($7.32M), Geneos Wealth Management Inc. ($3.53M), and K2 Financial Inc. ($3.50M).Learn more on SEI Enhanced U.S. Large Cap Value Factor ETF's institutional investors.

Which institutional investors have been buying SEI Enhanced U.S. Large Cap Value Factor ETF's stock?

Of the 35 institutional investors that purchased SEI Enhanced U.S. Large Cap Value Factor ETF's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Sei Investments Co. ($13.37M), S&T Bank PA ($193.69K), Geneos Wealth Management Inc. ($108.67K), K2 Financial Inc. ($100.06K), Wealth Enhancement Advisory Services LLC ($83.30K), Merit Financial Group LLC ($77.96K), and Atria Wealth Solutions Inc. ($71.94K).

How much institutional buying is happening at SEI Enhanced U.S. Large Cap Value Factor ETF?

Institutional investors have bought a total of 1,017,949 shares in the last 24 months. This purchase volume represents approximately $34.37M in transactions.

Which of SEI Enhanced U.S. Large Cap Value Factor ETF's major shareholders have been selling company stock?

Of the 19 institutional investors that sold SEI Enhanced U.S. Large Cap Value Factor ETF's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Sei Investments Co. ($606.52K), Truist Financial Corp ($21.24K), Envestnet Asset Management Inc. ($20.51K), Hart & Patterson Financial Group LLC ($18.12K), Cahill Financial Advisors Inc. ($17.09K), United Advisor Group LLC ($11.42K), and Exencial Wealth Advisors LLC ($7.60K).

How much institutional selling is happening at SEI Enhanced U.S. Large Cap Value Factor ETF?

Institutional investors have sold a total of 725,678 shares in the last 24 months. This volume of shares sold represents approximately $24.08M in transactions.


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This page (BATS:SEIV) was last updated on 8/15/2025 by MarketBeat.com Staff
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