SEIV(SEIV)
SEIV
| Holder | Shares | Date | Change | % Held |
|---|---|---|---|---|
| SEI INVESTMENTS CO | 14.60M | Jun 30, 26 | -337.95K | 76.47% |
| SUMMIT WEALTH GROUP LLC / CO | 3.03M | Jun 30, 26 | +293.50K | 15.89% |
| S&T BANK/PA | 456.58K | Jun 30, 26 | +38.37K | 2.39% |
| ENVESTNET ASSET MANAGEMENT INC | 298.99K | Jun 30, 26 | -13.03K | 1.57% |
| TRUIST FINANCIAL CORP | 282.21K | Jun 30, 26 | -7.01K | 1.48% |
| Beacon Pointe Advisors, LLC | 257.86K | Jun 30, 26 | -14.29K | 1.35% |
| Merit Financial Group, LLC | 243.80K | Jun 30, 26 | +67.33K | 1.28% |
| Cambridge Investment Research Advisors, Inc. | 217.98K | Jun 30, 26 | -11.72K | 1.14% |
| StoneCrest Wealth Management, Inc. | 200.95K | Jun 30, 26 | +200.95K | 1.05% |
| K2 Financial Inc. | 112.47K | Jun 30, 26 | -4.10K | 0.59% |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 98.94K | Jun 30, 26 | +4.12K | 0.52% |
| TWO SIGMA INVESTMENTS, LP | 93.10K | Jun 30, 26 | +93.10K | 0.49% |
| Global Retirement Partners, LLC | 73.90K | Jun 30, 26 | +73.90K | 0.39% |
| Csenge Advisory Group | 61.95K | Jun 30, 26 | -4.36K | 0.32% |
| NewEdge Advisors, LLC | 53.79K | Jun 30, 26 | -3.94K | 0.28% |
| Diversified Enterprises, LLC | 47.09K | Jun 30, 26 | +969 | 0.25% |
| TBH Global Asset Management, LLC | 46.97K | Jun 30, 26 | +12.26K | 0.25% |
| Savant Capital, LLC | 44.84K | Jun 30, 26 | +44.84K | 0.23% |
| COMPASS CAPITAL CORP /MA/ /ADV | 44.46K | Jun 30, 26 | +5.65K | 0.23% |
| ADVISOR GROUP HOLDINGS, INC. | 44.46K | Jun 30, 26 | -13.02K | 0.23% |
| PETRA FINANCIAL ADVISORS INC | 44.36K | Jun 30, 26 | +44.36K | 0.23% |
| United Advisor Group, LLC | 40.82K | Jun 30, 26 | -2.08K | 0.21% |
| CAHILL FINANCIAL ADVISORS INC | 36.94K | Jun 30, 26 | -2.80K | 0.19% |
| Perigon Wealth Management, LLC | 36.18K | Jun 30, 26 | -1.67K | 0.19% |
| Apella Capital, LLC | 31.18K | Jun 30, 26 | -6.70K | 0.16% |
| GOLDMAN SACHS GROUP INC | 26.08K | Jun 30, 26 | +26.08K | 0.14% |
| Holistic Planning, LLC | 24.41K | Jun 30, 26 | +12.38K | 0.13% |
| Stewardship Advisors, LLC | 23.91K | Jun 30, 26 | -743 | 0.13% |
| LPL Financial LLC | 23.49K | Jun 30, 26 | -1.61K | 0.12% |
| Lynx Investment Advisory | 21.77K | Jun 30, 26 | -512 | 0.11% |
| PRINCIPAL SECURITIES, INC. | 17.22K | Jun 30, 26 | +515 | 0.09% |
| Stratos Wealth Partners, LTD. | 15.47K | Jun 30, 26 | +1.33K | 0.08% |
| Concurrent Investment Advisors, LLC | 10.90K | Jun 30, 26 | -615 | 0.06% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 8.74K | Jun 30, 26 | -3.88K | 0.05% |
| LexAurum Advisors, LLC | 8.56K | Jun 30, 26 | -513 | 0.04% |
| Accelerate Investment Advisors LLC | 8.54K | Jun 30, 26 | -27 | 0.04% |
| Meriwether Wealth & Planning, LLC | 8.17K | Jun 30, 26 | -- | 0.04% |
| Independent Wealth Network Inc. | 7.13K | Jun 30, 26 | +1.40K | 0.04% |
| ROYAL BANK OF CANADA | 6.34K | Jun 30, 26 | -3.75K | 0.03% |
| Lifeworks Advisors, LLC | 6.08K | Jun 30, 26 | +6.08K | 0.03% |
| Cetera Investment Advisers | 5.77K | Jun 30, 26 | -2.06K | 0.03% |
| INDEPENDENT FINANCIAL GROUP, LLC | 5.44K | Jun 30, 26 | -- | 0.03% |
| Foundry Financial Group, Inc. | 4.96K | Jun 30, 26 | +4.96K | 0.03% |
| Kestra Advisory Services, LLC | 4.81K | Jun 30, 26 | +4.81K | 0.03% |
| AIRE ADVISORS, LLC | 4.77K | Jun 30, 26 | -42 | 0.02% |
| Valmark Advisers, Inc. | 4.68K | Jun 30, 26 | +4.68K | 0.02% |
| Advisory Services Network, LLC | 4.54K | Jun 30, 26 | +377 | 0.02% |
| PARK AVENUE SECURITIES LLC | 4.47K | Jun 30, 26 | +4.47K | 0.02% |
| Rossby Financial, LCC | 4.42K | Jun 30, 26 | +483 | 0.02% |
| Summit Financial, LLC | 4.38K | Jun 30, 26 | +4.38K | 0.02% |
| CALTON & ASSOCIATES, INC. | 4.32K | Jun 30, 26 | +4.32K | 0.02% |
| Meridian Wealth Management, LLC | 4.27K | Jun 30, 26 | +4.27K | 0.02% |
| MERCER GLOBAL ADVISORS INC /ADV | 4.17K | Jun 30, 26 | +4.17K | 0.02% |
| WPG Advisers, LLC | 3.99K | Jun 30, 26 | -294 | 0.02% |
| HARBOUR INVESTMENTS, INC. | 3.07K | Jun 30, 26 | -54 | 0.02% |
| AdvisorNet Financial, Inc | 2.86K | Jun 30, 26 | +1.34K | 0.01% |
| Continuum Advisory, LLC | 2.69K | Jun 30, 26 | +2.69K | 0.01% |
| Whipplewood Advisors, LLC | 1.86K | Jun 30, 26 | -1.74K | 0.01% |
| Synergy Investment Management, LLC | 1.55K | Jun 30, 26 | +1.55K | 0.01% |
| WELLS FARGO & COMPANY/MN | 1.48K | Jun 30, 26 | +1.48K | 0.01% |
| ASSETMARK, INC | 1.04K | Jun 30, 26 | -- | 0.01% |
| Cape Investment Advisory, Inc. | 462 | Jun 30, 26 | +462 | 0.00% |
| Ronald Blue Trust, Inc. | 365 | Jun 30, 26 | +365 | 0.00% |
| JONES FINANCIAL COMPANIES LLLP | 256 | Jun 30, 26 | +256 | 0.00% |
| IFP Advisors, Inc | 246 | Jun 30, 26 | -- | 0.00% |
| AMERIFLEX GROUP, INC. | 234 | Jun 30, 26 | +234 | 0.00% |
| JPMORGAN CHASE & CO | 85 | Jun 30, 26 | -- | 0.00% |
| CoreCap Advisors, LLC | 60 | Jun 30, 26 | -- | 0.00% |
| HORIZON FINANCIAL SERVICES, LLC | 40 | Jun 30, 26 | +40 | 0.00% |
| Ameritas Advisory Services, LLC | 15 | Jun 30, 26 | -50.06K | 0.00% |
| MORGAN STANLEY | -- | Jun 30, 26 | -1 | -- |
| UBS Group AG | -- | Jun 30, 26 | -1.02K | -- |
| MAI Capital Management | -- | Jun 30, 26 | -88 | -- |
| Accurate Wealth Management, LLC | -- | Jun 30, 26 | -5.54K | -- |
| SILVER OAK SECURITIES, INCORPORATED | -- | Jun 30, 26 | -2.48K | -- |
| Beacon Pointe Advisors, LLC | 272.16K | Mar 31, 26 | -4.58K | 1.43% |
| EXENCIAL WEALTH ADVISORS, LLC | 53.24K | Mar 31, 26 | +1.66K | 0.28% |
| CWM, LLC | 448 | Mar 31, 26 | -- | 0.00% |
| Yeomans Consulting Group, Inc. | 85.42K | Dec 31, 25 | +85.42K | 0.45% |
| 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% |