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

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

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$47.95—

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SEIV(SEIV)

SEIV

Overview Notebook Intelligence Chart History Fundmntls TTM Earnings Analysts News Financials Segments Insiders Institl.DCF Peers

Institutional Ownership

Top 71 Institutional Holders

Holder	Shares	Date	Change	% Held
SEI INVESTMENTS CO	14.94M	Mar 31, 26	+184.03K	78.24%
SUMMIT WEALTH GROUP LLC / CO	2.74M	Mar 31, 26	+536.52K	14.35%
S&T BANK/PA	418.21K	Mar 31, 26	+44.19K	2.19%
ENVESTNET ASSET MANAGEMENT INC	312.02K	Mar 31, 26	-1.85K	1.63%
TRUIST FINANCIAL CORP	289.22K	Mar 31, 26	-731	1.51%
Beacon Pointe Advisors, LLC	272.16K	Mar 31, 26	-4.58K	1.43%
Cambridge Investment Research Advisors, Inc.	229.70K	Mar 31, 26	+28.52K	1.20%
Merit Financial Group, LLC	176.46K	Mar 31, 26	+71.42K	0.92%
K2 Financial Inc.	116.57K	Mar 31, 26	+389	0.61%
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	94.82K	Mar 31, 26	-15.26K	0.50%
Csenge Advisory Group	66.30K	Mar 31, 26	-4.43K	0.35%
NewEdge Advisors, LLC	57.73K	Mar 31, 26	+34	0.30%
ADVISOR GROUP HOLDINGS, INC.	57.48K	Mar 31, 26	-495.26K	0.30%
EXENCIAL WEALTH ADVISORS, LLC	53.24K	Mar 31, 26	+1.66K	0.28%
Ameritas Advisory Services, LLC	50.08K	Mar 31, 26	-571	0.26%
Diversified Enterprises, LLC	46.12K	Mar 31, 26	-1.36K	0.24%
United Advisor Group, LLC	42.90K	Mar 31, 26	+1.74K	0.22%
CAHILL FINANCIAL ADVISORS INC	39.74K	Mar 31, 26	-11.87K	0.21%
COMPASS CAPITAL CORP /MA/ /ADV	38.81K	Mar 31, 26	+7.02K	0.20%
Apella Capital, LLC	37.88K	Mar 31, 26	-658	0.20%
Perigon Wealth Management, LLC	37.85K	Mar 31, 26	+1.02K	0.20%
TBH Global Asset Management, LLC	34.71K	Mar 31, 26	+1.11K	0.18%
LPL Financial LLC	25.10K	Mar 31, 26	+6.28K	0.13%
Stewardship Advisors, LLC	24.66K	Mar 31, 26	+775	0.13%
Lynx Investment Advisory	22.28K	Mar 31, 26	-99	0.12%
PRINCIPAL SECURITIES, INC.	16.71K	Mar 31, 26	-174	0.09%
Stratos Wealth Partners, LTD.	14.14K	Mar 31, 26	-4.07K	0.07%
SUSQUEHANNA INTERNATIONAL GROUP, LLP	12.62K	Mar 31, 26	-18.04K	0.07%
Holistic Planning, LLC	12.04K	Mar 31, 26	+12.04K	0.06%
Concurrent Investment Advisors, LLC	11.52K	Mar 31, 26	-388	0.06%
ROYAL BANK OF CANADA	10.09K	Mar 31, 26	+412	0.05%
LexAurum Advisors, LLC	9.08K	Mar 31, 26	+9.08K	0.05%
Accelerate Investment Advisors LLC	8.57K	Mar 31, 26	+8.57K	0.04%
Meriwether Wealth & Planning, LLC	8.17K	Mar 31, 26	--	0.04%
Cetera Investment Advisers	7.83K	Mar 31, 26	+2.34K	0.04%
Independent Wealth Network Inc.	5.73K	Mar 31, 26	+275	0.03%
Accurate Wealth Management, LLC	5.54K	Mar 31, 26	+28	0.03%
INDEPENDENT FINANCIAL GROUP, LLC	5.44K	Mar 31, 26	--	0.03%
AIRE ADVISORS, LLC	4.81K	Mar 31, 26	+4.81K	0.03%
WPG Advisers, LLC	4.29K	Mar 31, 26	-715	0.02%
Advisory Services Network, LLC	4.17K	Mar 31, 26	+4.17K	0.02%
Rossby Financial, LCC	3.93K	Mar 31, 26	+3.93K	0.02%
Whipplewood Advisors, LLC	3.60K	Mar 31, 26	+2.84K	0.02%
HARBOUR INVESTMENTS, INC.	3.13K	Mar 31, 26	+3.13K	0.02%
SILVER OAK SECURITIES, INCORPORATED	2.48K	Mar 31, 26	-1.15K	0.01%
AdvisorNet Financial, Inc	1.52K	Mar 31, 26	-118	0.01%
ASSETMARK, INC	1.04K	Mar 31, 26	+34	0.01%
UBS Group AG	1.02K	Mar 31, 26	+631	0.01%
CWM, LLC	448	Mar 31, 26	--	0.00%
IFP Advisors, Inc	246	Mar 31, 26	--	0.00%
MAI Capital Management	88	Mar 31, 26	--	0.00%
JPMORGAN CHASE & CO	85	Mar 31, 26	--	0.00%
CoreCap Advisors, LLC	60	Mar 31, 26	-34	0.00%
MORGAN STANLEY	1	Mar 31, 26	-1.21K	0.00%
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	--	Mar 31, 26	-48	--
Turning Point Benefit Group, Inc.	--	Mar 31, 26	-119	--
FSA Advisors, Inc.	--	Mar 31, 26	-117.91K	--
Kestra Advisory Services, LLC	--	Mar 31, 26	-1.20K	--
Larson Financial Group LLC	--	Mar 31, 26	-2.57K	--
Cape Investment Advisory, Inc.	--	Mar 31, 26	-520	--
CALTON & ASSOCIATES, INC.	--	Mar 31, 26	-6.92K	--
Morton Brown Family Wealth, LLC	--	Mar 31, 26	-1.11K	--
CITADEL ADVISORS LLC	--	Mar 31, 26	-20.83K	--
MONECO Advisors, LLC	--	Mar 31, 26	-5.03K	--
PETRA FINANCIAL ADVISORS INC	--	Mar 31, 26	-36.06K	--
PARK AVENUE SECURITIES LLC	--	Mar 31, 26	-4.95K	--
Yeomans Consulting Group, Inc.	85.42K	Dec 31, 25	+85.42K	0.45%
Global Retirement Partners, LLC	75.19K	Dec 31, 25	+75.19K	0.39%
Stark Wealth Management LLC	59.77K	Dec 31, 25	+12.01K	0.31%
Binnacle Investments Inc	7.99K	Sep 30, 25	+673	0.04%
HART & PATTERSON FINANCIAL GROUP LLC	240.78K	Dec 31, 24	-12.11K	1.26%

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Holder

Date

Change

% Held

SEI INVESTMENTS CO

14.94M

Mar 31, 26

+184.03K

78.24%

SUMMIT WEALTH GROUP LLC / CO

2.74M

Mar 31, 26

+536.52K

14.35%

S&T BANK/PA

418.21K

Mar 31, 26

+44.19K

2.19%

ENVESTNET ASSET MANAGEMENT INC

312.02K

Mar 31, 26

-1.85K

1.63%

TRUIST FINANCIAL CORP

289.22K

Mar 31, 26

-731

1.51%

Beacon Pointe Advisors, LLC

272.16K

Mar 31, 26

-4.58K

1.43%

Cambridge Investment Research Advisors, Inc.

229.70K

Mar 31, 26

+28.52K

1.20%

Merit Financial Group, LLC

176.46K

Mar 31, 26

+71.42K

0.92%

K2 Financial Inc.

116.57K

Mar 31, 26

+389

0.61%

WEALTH ENHANCEMENT ADVISORY SERVICES, LLC

94.82K

Mar 31, 26

-15.26K

0.50%

Csenge Advisory Group

66.30K

Mar 31, 26

-4.43K

0.35%

NewEdge Advisors, LLC

57.73K

Mar 31, 26

+34

0.30%

ADVISOR GROUP HOLDINGS, INC.

57.48K

Mar 31, 26

-495.26K

0.30%

EXENCIAL WEALTH ADVISORS, LLC

53.24K

Mar 31, 26

+1.66K

0.28%

Ameritas Advisory Services, LLC

50.08K

Mar 31, 26

-571

0.26%

Diversified Enterprises, LLC

46.12K

Mar 31, 26

-1.36K

0.24%

United Advisor Group, LLC

42.90K

Mar 31, 26

+1.74K

0.22%

CAHILL FINANCIAL ADVISORS INC

39.74K

Mar 31, 26

-11.87K

0.21%

COMPASS CAPITAL CORP /MA/ /ADV

38.81K

Mar 31, 26

+7.02K

0.20%

Apella Capital, LLC

37.88K

Mar 31, 26

-658

0.20%

Perigon Wealth Management, LLC

37.85K

Mar 31, 26

+1.02K

0.20%

TBH Global Asset Management, LLC

34.71K

Mar 31, 26

+1.11K

0.18%

LPL Financial LLC

25.10K

Mar 31, 26

+6.28K

0.13%

Stewardship Advisors, LLC

24.66K

Mar 31, 26

+775

0.13%

Lynx Investment Advisory

22.28K

Mar 31, 26

-99

0.12%

PRINCIPAL SECURITIES, INC.

16.71K

Mar 31, 26

-174

0.09%

Stratos Wealth Partners, LTD.

14.14K

Mar 31, 26

-4.07K

0.07%

SUSQUEHANNA INTERNATIONAL GROUP, LLP

12.62K

Mar 31, 26

-18.04K

0.07%

Holistic Planning, LLC

12.04K

Mar 31, 26

+12.04K

0.06%

Concurrent Investment Advisors, LLC

11.52K

Mar 31, 26

-388

0.06%

ROYAL BANK OF CANADA

10.09K

Mar 31, 26

+412

0.05%

LexAurum Advisors, LLC

9.08K

Mar 31, 26

+9.08K

0.05%

Accelerate Investment Advisors LLC

8.57K

Mar 31, 26

+8.57K

0.04%

Meriwether Wealth & Planning, LLC

8.17K

Mar 31, 26

0.04%

Cetera Investment Advisers

7.83K

Mar 31, 26

+2.34K

0.04%

Independent Wealth Network Inc.

5.73K

Mar 31, 26

+275

0.03%

Accurate Wealth Management, LLC

5.54K

Mar 31, 26

+28

0.03%

INDEPENDENT FINANCIAL GROUP, LLC

5.44K

Mar 31, 26

0.03%

AIRE ADVISORS, LLC

4.81K

Mar 31, 26

+4.81K

0.03%

WPG Advisers, LLC

4.29K

Mar 31, 26

-715

0.02%

Advisory Services Network, LLC

4.17K

Mar 31, 26

+4.17K

0.02%

Rossby Financial, LCC

3.93K

Mar 31, 26

+3.93K

0.02%

Whipplewood Advisors, LLC

3.60K

Mar 31, 26

+2.84K

0.02%

HARBOUR INVESTMENTS, INC.

3.13K

Mar 31, 26

+3.13K

0.02%

SILVER OAK SECURITIES, INCORPORATED

2.48K

Mar 31, 26

-1.15K

0.01%

AdvisorNet Financial, Inc

1.52K

Mar 31, 26

-118

0.01%

ASSETMARK, INC

1.04K

Mar 31, 26

+34

0.01%

UBS Group AG

1.02K

Mar 31, 26

+631

0.01%

CWM, LLC

448

Mar 31, 26

0.00%

IFP Advisors, Inc

246

Mar 31, 26

0.00%

MAI Capital Management

Mar 31, 26

0.00%

JPMORGAN CHASE & CO

Mar 31, 26

0.00%

CoreCap Advisors, LLC

Mar 31, 26

-34

0.00%

MORGAN STANLEY

Mar 31, 26

-1.21K

0.00%

NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO

Mar 31, 26

-48

Turning Point Benefit Group, Inc.

Mar 31, 26

-119

FSA Advisors, Inc.

Mar 31, 26

-117.91K

Kestra Advisory Services, LLC

Mar 31, 26

-1.20K

Larson Financial Group LLC

Mar 31, 26

-2.57K

Cape Investment Advisory, Inc.

Mar 31, 26

-520

CALTON & ASSOCIATES, INC.

Mar 31, 26

-6.92K

Morton Brown Family Wealth, LLC

Mar 31, 26

-1.11K

CITADEL ADVISORS LLC

Mar 31, 26

-20.83K

MONECO Advisors, LLC

Mar 31, 26

-5.03K

PETRA FINANCIAL ADVISORS INC

Mar 31, 26

-36.06K

PARK AVENUE SECURITIES LLC

Mar 31, 26

-4.95K

Yeomans Consulting Group, Inc.

85.42K

Dec 31, 25

+85.42K

0.45%

Global Retirement Partners, LLC

75.19K

Dec 31, 25

+75.19K

0.39%

Stark Wealth Management LLC

59.77K

Dec 31, 25

+12.01K

0.31%

Binnacle Investments Inc

7.99K

Sep 30, 25

+673

0.04%

HART & PATTERSON FINANCIAL GROUP LLC

240.78K

Dec 31, 24

-12.11K

1.26%