SEI EXCHANGE TRADED FUNDS (SEIV)
Institutional ownership reported to the SEC as of Q2 2026, across 17 quarters.
74
Reporting holders
$1.0B
Reported value
0.0%
Held as options
+18
Holder change
Options share is the part of reported value carried in derivative lines rather than shares. A high figure means institutions are expressing a view on this security without owning much of it.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| SEI INVESTMENTS CO | $700.9M | 14,601,161 | 0.62% | 10q | -2.3%-$16.2M |
| SUMMIT WEALTH GROUP LLC / CO | $145.6M | 3,033,153 | 12.05% | 3q | +10.7%+$14.1M |
| Merit Financial Group, LLC | $23.4M | 487,596 | 0.07% | 6q | +176.3%+$14.9M |
| S&T Bank/PA | $21.9M | 456,582 | 6.58% | 6q | +9.2%+$1.8M |
| ENVESTNET ASSET MANAGEMENT INC | $14.4M | 298,994 | 0.00% | 10q | -4.2%-$625.2K |
| TRUIST FINANCIAL CORP | $13.5M | 282,214 | 0.02% | 10q | -2.4%-$336.5K |
| Beacon Pointe Advisors, LLC | $12.4M | 257,864 | 0.06% | 4q | -5.3%-$686.2K |
| StoneCrest Wealth Management, Inc. | $9.6M | 200,953 | 3.08% | new | NEW |
| K2 Financial Inc. | $5.4M | 112,470 | 3.81% | 7q | -3.5%-$196.9K |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $4.8M | 98,943 | 0.01% | 10q | +4.3%+$199.6K |
| TWO SIGMA INVESTMENTS, LP | $4.5M | 93,100 | 0.00% | new | NEW |
| Global Retirement Partners, LLC | $3.5M | 73,903 | 0.05% | 2q | -1.7%-$61.7K |
| Csenge Advisory Group | $3.0M | 61,947 | 0.12% | 10q | -6.6%-$209.0K |
| NewEdge Advisors, LLC | $2.6M | 53,793 | 0.01% | new | NEW |
| Savant Capital, LLC | $2.3M | 44,836 | 0.01% | new | NEW |
| Diversified Enterprises, LLC | $2.3M | 47,088 | 0.11% | 6q | +2.1%+$46.5K |
| TBH Global Asset Management, LLC | $2.3M | 46,965 | 0.41% | 3q | +35.3%+$588.4K |
| COMPASS CAPITAL CORP /MA/ /ADV | $2.3M | 44,463 | 0.73% | 7q | +14.6%+$285.8K |
| OSAIC HOLDINGS, INC. | $2.1M | 44,457 | 0.00% | 17q | -22.7%-$624.9K |
| PETRA FINANCIAL ADVISORS INC | $2.1M | 44,357 | 0.99% | new | NEW |
| United Advisor Group, LLC | $2.0M | 40,818 | 0.21% | 10q | -4.9%-$99.9K |
| CAHILL FINANCIAL ADVISORS INC | $1.8M | 36,937 | 0.17% | 10q | -7.0%-$134.4K |
| Perigon Wealth Management, LLC | $1.7M | 36,180 | 0.03% | 10q | -4.4%-$80.2K |
| Apella Capital, LLC | $1.5M | 31,175 | 0.02% | 4q | -17.7%-$322.0K |
| GOLDMAN SACHS GROUP INC | $1.3M | 26,084 | 0.00% | new | NEW |
| UPTICK PARTNERS, LLC | $1.2M | 24,412 | 0.18% | 2q | +102.8%+$594.1K |
| Stewardship Advisors, LLC | $1.1M | 23,914 | 0.24% | 8q | -3.0%-$35.7K |
| LPL Financial LLC | $1.1M | 23,494 | 0.00% | 10q | -6.4%-$77.2K |
| Lynx Investment Advisory | $1.0M | 21,766 | 0.34% | 9q | -2.3%-$24.6K |
| Cassady Wealth & Retirement Planning, LLC | $939.7K | 19,577 | 0.44% | 3q | -4.1%-$39.9K |
| PRINCIPAL SECURITIES, INC. | $826.7K | 17,222 | 0.01% | 10q | +3.1%+$24.7K |
| Stratos Wealth Partners, LTD. | $742.4K | 15,466 | 0.01% | 4q | +9.4%+$63.6K |
| Concurrent Investment Advisors, LLC | $523.2K | 10,901 | 0.00% | 5q | -5.3%-$29.5K |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $419.4K | 8,737 | 0.00% | 6q | -30.8%-$186.3K |
| LexAurum Advisors, LLC | $411.1K | 8,565 | 0.05% | 4q | -5.7%-$24.6K |
| Accelerate Investment Advisors LLC | $409.9K | 8,539 | 0.24% | 2q | HELD |
| MERCER GLOBAL ADVISORS INC /ADV | $400.7K | 8,348 | 0.00% | new | NEW |
| Meriwether Wealth & Planning, LLC | $392.0K | 8,167 | 0.19% | 7q | HELD |
| Independent Wealth Network Inc. | $342.1K | 7,128 | 0.09% | 3q | +24.5%+$67.2K |
| Sonoma Allocations LLC | $326.5K | 6,783 | 0.10% | 2q | -55.4%-$405.5K |
| ROYAL BANK OF CANADA | $304.0K | 6,338 | 0.00% | 11q | -37.2%-$179.8K |
| Lifeworks Advisors, LLC | $291.9K | 6,080 | 0.03% | new | NEW |
| Cetera Investment Advisers | $277.0K | 5,770 | 0.00% | 3q | -26.3%-$98.8K |
| INDEPENDENT FINANCIAL GROUP, LLC | $261.2K | 5,442 | 0.00% | 4q | HELD |
| Foundry Financial Group, Inc. | $238.0K | 4,959 | 0.10% | new | NEW |
| Kestra Advisory Services, LLC | $230.9K | 4,810 | 0.00% | new | NEW |
| AIRE ADVISORS, LLC | $229.1K | 4,772 | 0.04% | 2q | -0.9%-$2.0K |
| Valmark Advisers, Inc. | $224.5K | 4,677 | 0.00% | new | NEW |
| Advisory Services Network, LLC | $218.2K | 4,545 | 0.00% | 2q | +9.0%+$18.1K |
| Rossby Financial, LCC | $212.0K | 4,416 | 0.04% | 2q | +12.3%+$23.2K |
| Summit Financial, LLC | $210.2K | 4,380 | 0.00% | new | NEW |
| CALTON & ASSOCIATES, INC. | $207.5K | 4,322 | 0.03% | new | NEW |
| Meridian Wealth Management, LLC | $205.0K | 4,270 | 0.01% | new | NEW |
| WPG Advisers, LLC | $191.6K | 3,992 | 0.11% | 7q | -6.9%-$14.1K |
| HARBOUR INVESTMENTS, INC. | $147.4K | 3,071 | 0.00% | 2q | -1.7%-$2.6K |
| AdvisorNet Financial, Inc | $137.1K | 2,857 | 0.01% | 10q | +88.0%+$64.2K |
| Continuum Advisory, LLC | $129.1K | 2,689 | 0.01% | new | NEW |
| Silver Grove Financial Group, Inc. | $115.3K | 2,402 | 0.06% | 3q | -5.9%-$7.2K |
| Whipplewood Advisors, LLC | $89.4K | 1,862 | 0.06% | 7q | -48.3%-$83.5K |
| Synergy Investment Management, LLC | $76.2K | 1,555 | 0.02% | new | NEW |
| WELLS FARGO & COMPANY/MN | $70.8K | 1,476 | 0.00% | new | NEW |
| ASSETMARK, INC | $50.1K | 1,043 | 0.00% | 9q | HELD |
| TOP Private Wealth LLC. | $28.7K | 597 | 0.03% | new | FIRST |
| FIDUCIARY FINANCIAL ADVISORS | $28.2K | 586 | 0.00% | new | NEW |
| Cape Investment Advisory, Inc. | $22.2K | 462 | 0.01% | new | NEW |
| Blue Trust, Inc. | $17.5K | 365 | 0.00% | new | NEW |
| JONES FINANCIAL COMPANIES LLLP | $12.3K | 256 | 0.00% | new | NEW |
| COMPASS FINANCIAL MANAGEMENT LLC | $12.0K | 250 | 0.00% | new | FIRST |
| IFP Advisors, Inc | $11.8K | 246 | 0.00% | 10q | HELD |
| AMERIFLEX GROUP, INC. | $11.2K | 234 | 0.00% | new | NEW |
| Cambridge Investment Research Advisors, Inc. | $10.5K | 217,980 | 0.01% | 10q | -5.1% |
| JPMORGAN CHASE & CO | $4.1K | 85 | 0.00% | 3q | HELD |
| CoreCap Advisors, LLC | $2.9K | 60 | 0.00% | 4q | HELD |
| HORIZON FINANCIAL SERVICES, LLC | $1.9K | 40 | 0.00% | new | NEW |
| Ameritas Advisory Services, LLC | $720 | 15 | 0.00% | 3q | -100.0%-$2.4M |
| PARK AVENUE SECURITIES LLC | $215 | 4,474 | 0.00% | new | NEW |
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 74 | $1.0B | 20,857,976 | 23 | 14 | 28 | 0.0% |
| Q1 2026 | 56 | $838.9M | 20,170,721 | 8 | 19 | 20 | 0.0% |
| Q4 2025 | 59 | $835.4M | 20,123,685 | 15 | 15 | 21 | 0.0% |
| Q3 2025 | 49 | $679.0M | 17,458,240 | 11 | 29 | 4 | 0.0% |
| Q2 2025 | 46 | $507.9M | 14,231,216 | 8 | 18 | 9 | 0.0% |
| Q1 2025 | 42 | $453.1M | 13,832,029 | 10 | 12 | 12 | 0.0% |
| Q4 2024 | 42 | $466.8M | 14,093,150 | 7 | 12 | 14 | 0.0% |
| Q3 2024 | 34 | $473.6M | 14,372,655 | 5 | 12 | 12 | 0.0% |
| Q2 2024 | 33 | $451.1M | 14,480,274 | 7 | 8 | 13 | 0.0% |
| Q1 2024 | 26 | $452.2M | 14,608,444 | 21 | 2 | 2 | 0.0% |
| Q4 2023 | 7 | $2.9M | 103,394 | 3 | 3 | 1 | 0.0% |
| Q3 2023 | 4 | $2.0M | 77,538 | 1 | 2 | 0 | 0.0% |
| Q2 2023 | 3 | $1.2M | 46,472 | 2 | 1 | 0 | 0.0% |
| Q1 2023 | 3 | $789.4K | 32,669 | 0 | 2 | 0 | 0.0% |
| Q4 2022 | 4 | $727.2K | 35,724 | 1 | 2 | 0 | 0.0% |
| Q3 2022 | 2 | $88.0K | 4,005 | 1 | 1 | 0 | 0.0% |
| Q2 2022 | 1 | $5.0K | 225 | 1 | 0 | 0 | 0.0% |