SELV

Institutional Ownership

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

Top 46 Institutional Holders
HolderSharesDateChange% Held
SEI INVESTMENTS CO2.79MJun 30, 26+71.85K39.08%
Diversified Enterprises, LLC1.58MJun 30, 26-30.12K22.13%
Chatterton & Associates Inc.89.80KJun 30, 26+5.39K1.26%
ENVESTNET ASSET MANAGEMENT INC76.62KJun 30, 26-1.93K1.07%
TRUIST FINANCIAL CORP67.64KJun 30, 26-2.13K0.95%
Geneos Wealth Management Inc.45.00KJun 30, 26+8.00K0.63%
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC44.29KJun 30, 26+2.71K0.62%
Beacon Pointe Advisors, LLC32.38KJun 30, 26+1360.45%
SUMMIT WEALTH GROUP LLC / CO31.24KJun 30, 26+4.37K0.44%
K2 Financial Inc.22.74KJun 30, 26+2150.32%
NewEdge Advisors, LLC18.56KJun 30, 26+2270.26%
Merit Financial Group, LLC17.70KJun 30, 26+580.25%
SUSQUEHANNA INTERNATIONAL GROUP, LLP14.84KJun 30, 26+2.46K0.21%
LPL Financial LLC13.97KJun 30, 26-3180.20%
ADVISOR GROUP HOLDINGS, INC.9.34KJun 30, 26-8900.13%
Stewardship Advisors, LLC8.76KJun 30, 26-480.12%
PRINCIPAL SECURITIES, INC.8.42KJun 30, 26+870.12%
Meriwether Wealth & Planning, LLC8.10KJun 30, 26--0.11%
Cambridge Investment Research Advisors, Inc.7.44KJun 30, 26+3250.10%
PETRA FINANCIAL ADVISORS INC6.98KJun 30, 26+6.98K0.10%
Cetera Investment Advisers6.74KJun 30, 26-1.45K0.09%
Foundry Financial Group, Inc.6.15KJun 30, 26+6.15K0.09%
Global Retirement Partners, LLC4.71KJun 30, 26+4.71K0.07%
IMA Wealth, Inc.3.41KJun 30, 26+3.41K0.05%
MERCER GLOBAL ADVISORS INC /ADV1.79KJun 30, 26+1.79K0.03%
Cape Investment Advisory, Inc.1.36KJun 30, 26+1.36K0.02%
Rossby Financial, LCC1.25KJun 30, 26+240.02%
WPG Advisers, LLC1.25KJun 30, 26+240.02%
Silver Grove Financial Group, Inc.847Jun 30, 26--0.01%
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO571Jun 30, 26+5710.01%
Sunrise Financial Services, LLC300Jun 30, 26--0.00%
UBS Group AG269Jun 30, 26+1950.00%
JPMORGAN CHASE & CO250Jun 30, 26--0.00%
AMERIFLEX GROUP, INC.215Jun 30, 26+2150.00%
Synergy Investment Management, LLC174Jun 30, 26+1740.00%
ASSETMARK, INC170Jun 30, 26-540.00%
ROYAL BANK OF CANADA153Jun 30, 26-14.01K0.00%
AdvisorNet Financial, Inc126Jun 30, 26-8510.00%
HORIZON FINANCIAL SERVICES, LLC27Jun 30, 26+270.00%
Ameritas Advisory Services, LLC16Jun 30, 26-7.87K0.00%
Advisory Services Network, LLC--Jun 30, 26-212--
HARBOUR INVESTMENTS, INC.--Jun 30, 26-29--
CWM, LLC904Mar 31, 26--0.01%
Pollock Investment Advisors, LLC1.59MDec 31, 25+28.52K22.31%
Binnacle Investments Inc145Sep 30, 25-210.00%
HART & PATTERSON FINANCIAL GROUP LLC33.03KDec 31, 24-1.54K0.46%
Data is provided for informational purposes only and does not constitute investment advice. Past performance is not indicative of future results.