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SEIV

Institutional Ownership

Latest holdings as of Funds file quarterly, up to 45 days after quarter end; this page refreshes weeklyAbout this data

Top 88 Institutional Holders
HolderSharesDateChange% Held
SEI INVESTMENTS CO14.60MJun 30, 26-337.95K76.47%
SUMMIT WEALTH GROUP LLC / CO3.03MJun 30, 26+293.50K15.89%
S&T BANK/PA456.58KJun 30, 26+38.37K2.39%
ENVESTNET ASSET MANAGEMENT INC298.99KJun 30, 26-13.03K1.57%
TRUIST FINANCIAL CORP282.21KJun 30, 26-7.01K1.48%
Beacon Pointe Advisors, LLC257.86KJun 30, 26-14.29K1.35%
Merit Financial Group, LLC243.80KJun 30, 26+67.33K1.28%
Cambridge Investment Research Advisors, Inc.217.98KJun 30, 26-11.72K1.14%
StoneCrest Wealth Management, Inc.200.95KJun 30, 26+200.95K1.05%
K2 Financial Inc.112.47KJun 30, 26-4.10K0.59%
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC98.94KJun 30, 26+4.12K0.52%
TWO SIGMA INVESTMENTS, LP93.10KJun 30, 26+93.10K0.49%
Global Retirement Partners, LLC73.90KJun 30, 26+73.90K0.39%
Csenge Advisory Group61.95KJun 30, 26-4.36K0.32%
NewEdge Advisors, LLC53.79KJun 30, 26-3.94K0.28%
Diversified Enterprises, LLC47.09KJun 30, 26+9690.25%
TBH Global Asset Management, LLC46.97KJun 30, 26+12.26K0.25%
Savant Capital, LLC44.84KJun 30, 26+44.84K0.23%
COMPASS CAPITAL CORP /MA/ /ADV44.46KJun 30, 26+5.65K0.23%
ADVISOR GROUP HOLDINGS, INC.44.46KJun 30, 26-13.02K0.23%
PETRA FINANCIAL ADVISORS INC44.36KJun 30, 26+44.36K0.23%
United Advisor Group, LLC40.82KJun 30, 26-2.08K0.21%
CAHILL FINANCIAL ADVISORS INC36.94KJun 30, 26-2.80K0.19%
Perigon Wealth Management, LLC36.18KJun 30, 26-1.67K0.19%
Apella Capital, LLC31.18KJun 30, 26-6.70K0.16%
GOLDMAN SACHS GROUP INC26.08KJun 30, 26+26.08K0.14%
Holistic Planning, LLC24.41KJun 30, 26+12.38K0.13%
Stewardship Advisors, LLC23.91KJun 30, 26-7430.13%
LPL Financial LLC23.49KJun 30, 26-1.61K0.12%
Lynx Investment Advisory21.77KJun 30, 26-5120.11%
Cassady Wealth & Retirement Planning, LLC19.58KJun 30, 26-8310.10%
PRINCIPAL SECURITIES, INC.17.22KJun 30, 26+5150.09%
Stratos Wealth Partners, LTD.15.47KJun 30, 26+1.33K0.08%
Concurrent Investment Advisors, LLC10.90KJun 30, 26-6150.06%
SUSQUEHANNA INTERNATIONAL GROUP, LLP8.74KJun 30, 26-3.88K0.05%
LexAurum Advisors, LLC8.56KJun 30, 26-5130.04%
Accelerate Investment Advisors LLC8.54KJun 30, 26-270.04%
Meriwether Wealth & Planning, LLC8.17KJun 30, 26--0.04%
Independent Wealth Network Inc.7.13KJun 30, 26+1.40K0.04%
Sonoma Allocations LLC6.78KJun 30, 26-8.42K0.04%
ROYAL BANK OF CANADA6.34KJun 30, 26-3.75K0.03%
Lifeworks Advisors, LLC6.08KJun 30, 26+6.08K0.03%
Cetera Investment Advisers5.77KJun 30, 26-2.06K0.03%
INDEPENDENT FINANCIAL GROUP, LLC5.44KJun 30, 26--0.03%
Foundry Financial Group, Inc.4.96KJun 30, 26+4.96K0.03%
Kestra Advisory Services, LLC4.81KJun 30, 26+4.81K0.03%
AIRE ADVISORS, LLC4.77KJun 30, 26-420.02%
Valmark Advisers, Inc.4.68KJun 30, 26+4.68K0.02%
Advisory Services Network, LLC4.54KJun 30, 26+3770.02%
PARK AVENUE SECURITIES LLC4.47KJun 30, 26+4.47K0.02%
Rossby Financial, LCC4.42KJun 30, 26+4830.02%
Summit Financial, LLC4.38KJun 30, 26+4.38K0.02%
CALTON & ASSOCIATES, INC.4.32KJun 30, 26+4.32K0.02%
Meridian Wealth Management, LLC4.27KJun 30, 26+4.27K0.02%
MERCER GLOBAL ADVISORS INC /ADV4.17KJun 30, 26+4.17K0.02%
WPG Advisers, LLC3.99KJun 30, 26-2940.02%
HARBOUR INVESTMENTS, INC.3.07KJun 30, 26-540.02%
AdvisorNet Financial, Inc2.86KJun 30, 26+1.34K0.01%
Continuum Advisory, LLC2.69KJun 30, 26+2.69K0.01%
Silver Grove Financial Group, Inc.2.40KJun 30, 26-1510.01%
Whipplewood Advisors, LLC1.86KJun 30, 26-1.74K0.01%
Synergy Investment Management, LLC1.55KJun 30, 26+1.55K0.01%
WELLS FARGO & COMPANY/MN1.48KJun 30, 26+1.48K0.01%
ASSETMARK, INC1.04KJun 30, 26--0.01%
TOP Private Wealth LLC.597Jun 30, 26+5970.00%
FIDUCIARY FINANCIAL ADVISORS586Jun 30, 26+5860.00%
Cape Investment Advisory, Inc.462Jun 30, 26+4620.00%
Ronald Blue Trust, Inc.365Jun 30, 26+3650.00%
JONES FINANCIAL COMPANIES LLLP256Jun 30, 26+2560.00%
COMPASS FINANCIAL MANAGEMENT LLC250Jun 30, 26+2500.00%
IFP Advisors, Inc246Jun 30, 26--0.00%
AMERIFLEX GROUP, INC.234Jun 30, 26+2340.00%
JPMORGAN CHASE & CO85Jun 30, 26--0.00%
CoreCap Advisors, LLC60Jun 30, 26--0.00%
HORIZON FINANCIAL SERVICES, LLC40Jun 30, 26+400.00%
Ameritas Advisory Services, LLC15Jun 30, 26-50.06K0.00%
Accurate Wealth Management, LLC--Jun 30, 26-5.54K--
MAI Capital Management--Jun 30, 26-88--
UBS Group AG--Jun 30, 26-1.02K--
MORGAN STANLEY--Jun 30, 26-1--
FIG FINANCIAL ADVISORY SERVICES INC /ADV--Jun 30, 26-38.82K--
SILVER OAK SECURITIES, INCORPORATED--Jun 30, 26-2.48K--
EXENCIAL WEALTH ADVISORS, LLC53.24KMar 31, 26+1.66K0.28%
CWM, LLC448Mar 31, 26--0.00%
Yeomans Consulting Group, Inc.85.42KDec 31, 25+85.42K0.45%
Stark Wealth Management LLC59.77KDec 31, 25+12.01K0.31%
Binnacle Investments Inc7.99KSep 30, 25+6730.04%
HART & PATTERSON FINANCIAL GROUP LLC240.78KDec 31, 24-12.11K1.26%

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Data is provided for informational purposes only and does not constitute investment advice. Past performance is not indicative of future results.