SEI EXCHANGE TRADED FUNDS (SELV)
Institutional ownership reported to the SEC as of Q2 2026, across 17 quarters.
40
Reporting holders
$164.2M
Reported value
0.0%
Calls
0.0%
Puts
+8
Holder change
Calls and puts are the parts of reported value carried in derivative lines rather than shares, and they point in opposite directions: a manager holding calls is positioned for the security, one holding puts against it - or hedging shares they already own, which is why index funds carry so many. Most sites add the two together and report one figure, which averages away the only interesting part.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| SEI INVESTMENTS CO | $91.3M | 2,792,918 | 0.08% | 10q | +2.6%+$2.3M |
| Diversified Enterprises, LLC | $51.7M | 1,581,216 | 2.50% | 3q | -1.9%-$984.2K |
| ENVESTNET ASSET MANAGEMENT INC | $5.0M | 153,244 | 0.00% | 10q | +95.1%+$2.4M |
| Chatterton & Associates Inc. | $3.0M | 89,803 | 1.75% | 3q | +6.4%+$178.6K |
| TRUIST FINANCIAL CORP | $2.2M | 67,636 | 0.00% | 10q | -3.1%-$69.7K |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $1.5M | 44,287 | 0.00% | 10q | +6.5%+$90.2K |
| Geneos Wealth Management Inc. | $1.5M | 45,000 | 0.03% | 2q | +21.6%+$261.4K |
| Merit Financial Group, LLC | $1.2M | 35,390 | 0.00% | 6q | +100.7%+$580.2K |
| Beacon Pointe Advisors, LLC | $1.1M | 32,385 | 0.00% | 4q | HELD |
| SUMMIT WEALTH GROUP LLC / CO | $1.0M | 31,242 | 0.08% | 3q | +16.2%+$142.7K |
| K2 Financial Inc. | $752.1K | 22,736 | 0.53% | 7q | +1.0%+$7.1K |
| NewEdge Advisors, LLC | $606.6K | 18,563 | 0.00% | 9q | +1.2%+$7.4K |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $484.9K | 14,837 | 0.00% | 8q | +19.9%+$80.4K |
| LPL Financial LLC | $456.6K | 13,971 | 0.00% | 8q | -2.2%-$10.4K |
| OSAIC HOLDINGS, INC. | $305.2K | 9,338 | 0.00% | 17q | -8.7%-$29.1K |
| Stewardship Advisors, LLC | $286.3K | 8,761 | 0.06% | 4q | -0.5%-$1.6K |
| PRINCIPAL SECURITIES, INC. | $275.2K | 8,420 | 0.00% | 10q | +1.0%+$2.8K |
| Meriwether Wealth & Planning, LLC | $264.7K | 8,100 | 0.13% | 7q | HELD |
| Cambridge Investment Research Advisors, Inc. | $243.0K | 7,438 | 0.00% | 2q | +4.6%+$10.6K |
| PETRA FINANCIAL ADVISORS INC | $228.0K | 6,978 | 0.11% | new | NEW |
| Cetera Investment Advisers | $220.3K | 6,740 | 0.00% | 3q | -17.7%-$47.3K |
| Foundry Financial Group, Inc. | $201.0K | 6,150 | 0.09% | new | NEW |
| Global Retirement Partners, LLC | $153.9K | 4,708 | 0.00% | 2q | +8.7%+$12.3K |
| IMA Advisory Services, Inc. | $111.5K | 3,411 | 0.01% | new | NEW |
| MERCER GLOBAL ADVISORS INC /ADV | $58.4K | 1,787 | 0.00% | new | NEW |
| Cape Investment Advisory, Inc. | $44.5K | 1,362 | 0.01% | new | NEW |
| Rossby Financial, LCC | $40.9K | 1,252 | 0.01% | 2q | +2.0% |
| WPG Advisers, LLC | $40.7K | 1,245 | 0.02% | 7q | +2.0% |
| Silver Grove Financial Group, Inc. | $27.7K | 847 | 0.01% | 2q | HELD |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $18.7K | 571 | 0.00% | new | NEW |
| Sunrise Financial Services, LLC | $9.8K | 300 | 0.01% | 2q | HELD |
| UBS Group AG | $8.8K | 269 | 0.00% | 11q | +263.5%+$6.4K |
| JPMORGAN CHASE & CO | $8.2K | 250 | 0.00% | 3q | HELD |
| AMERIFLEX GROUP, INC. | $7.0K | 215 | 0.00% | new | NEW |
| Synergy Investment Management, LLC | $6.0K | 174 | 0.00% | new | NEW |
| ASSETMARK, INC | $5.6K | 170 | 0.00% | 8q | -24.1%-$1.8K |
| ROYAL BANK OF CANADA | $5.0K | 153 | 0.00% | 6q | -98.9%-$457.9K |
| AdvisorNet Financial, Inc | $4.1K | 126 | 0.00% | 10q | -87.1%-$27.8K |
| HORIZON FINANCIAL SERVICES, LLC | $882 | 27 | 0.00% | new | NEW |
| Ameritas Advisory Services, LLC | $523 | 16 | 0.00% | 3q | -99.8%-$257.3K |
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 | 40 | $164.2M | 5,022,036 | 9 | 16 | 10 | 0.0% |
| Q1 2026 | 32 | $156.8M | 4,848,745 | 7 | 12 | 8 | 0.0% |
| Q4 2025 | 30 | $154.7M | 4,787,360 | 6 | 9 | 8 | 0.0% |
| Q3 2025 | 25 | $147.2M | 4,609,667 | 4 | 11 | 7 | 0.0% |
| Q2 2025 | 26 | $143.2M | 4,571,112 | 1 | 10 | 11 | 0.0% |
| Q1 2025 | 27 | $133.8M | 4,347,550 | 4 | 9 | 7 | 0.0% |
| Q4 2024 | 26 | $130.4M | 4,474,758 | 3 | 8 | 7 | 0.0% |
| Q3 2024 | 21 | $97.3M | 3,282,198 | 6 | 7 | 7 | 0.0% |
| Q2 2024 | 17 | $93.0M | 3,358,698 | 1 | 4 | 8 | 0.0% |
| Q1 2024 | 16 | $94.8M | 3,413,126 | 14 | 1 | 1 | 0.0% |
| Q4 2023 | 3 | $547.0K | 21,315 | 1 | 0 | 1 | 0.0% |
| Q3 2023 | 2 | $683.2K | 27,935 | 0 | 1 | 0 | 0.0% |
| Q2 2023 | 2 | $679.0K | 26,258 | 1 | 1 | 0 | 0.0% |
| Q1 2023 | 2 | $438.6K | 17,398 | 0 | 2 | 0 | 0.0% |
| Q4 2022 | 2 | $391.6K | 15,781 | 1 | 1 | 0 | 0.0% |
| Q3 2022 | 1 | $314.0K | 14,072 | 0 | 1 | 0 | 0.0% |
| Q2 2022 | 1 | $54.0K | 2,226 | 1 | 0 | 0 | 0.0% |