SEI EXCHANGE TRADED FUNDS (SELV)
Institutional ownership reported to the SEC as of Q2 2026, across 17 quarters.
39
Reporting holders
$161.5M
Reported value
0.0%
Held as options
+8
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 | $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 |
| Chatterton & Associates Inc. | $3.0M | 89,803 | 1.75% | 3q | +6.4%+$178.6K |
| ENVESTNET ASSET MANAGEMENT INC | $2.5M | 76,622 | 0.00% | 10q | -2.5%-$63.1K |
| 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 |
| 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 |
| Cambridge Investment Research Advisors, Inc. | $243 | 7,438 | 0.00% | 2q | +4.6% |
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 | 39 | $161.5M | 4,937,976 | 9 | 14 | 11 | 0.0% |
| Q1 2026 | 31 | $156.6M | 4,841,632 | 6 | 12 | 8 | 0.0% |
| Q4 2025 | 29 | $154.7M | 4,786,456 | 6 | 9 | 7 | 0.0% |
| Q3 2025 | 24 | $147.2M | 4,608,236 | 4 | 10 | 7 | 0.0% |
| Q2 2025 | 24 | $142.8M | 4,559,156 | 1 | 9 | 11 | 0.0% |
| Q1 2025 | 25 | $133.5M | 4,335,656 | 4 | 9 | 6 | 0.0% |
| Q4 2024 | 24 | $130.0M | 4,462,796 | 3 | 8 | 5 | 0.0% |
| Q3 2024 | 19 | $96.9M | 3,268,798 | 5 | 7 | 6 | 0.0% |
| Q2 2024 | 16 | $92.7M | 3,346,374 | 1 | 4 | 7 | 0.0% |
| Q1 2024 | 15 | $94.5M | 3,400,700 | 13 | 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% |