SEI QIM US LARGE CAP VALUE A SEIV
$47.95
+0.1% 52w: $33.93 – $49.28
Latest 13F among current holders filed 32 days ago (Jun 3, 2026)
Price — last 12 months
research preview data33.9341.6049.28
Jun 20, 2025 Jul 2, 2026
Institutional holders
57
-6 QoQ
13F value
$849.2M
+0.6% QoQ
Smart-money holders
0
signal tier ≥ 2
New smart buyers
0
Q1 2026
Institutional value by quarter
Number of holders
Who owns SEIV?
Q1 2026 filings| Fund | Type | Shares | Value | % of fund | Change |
|---|---|---|---|---|---|
| SEI INVESTMENTS CO | Diversified mechanical | 14.9M | $620.9M | 0.6% | +1.2% |
| SUMMIT WEALTH GROUP LLC / CO | Wealth advisor | 2.7M | $113.9M | 12.0% | +24.4% |
| S&T Bank/PA | Other | 418.2K | $17.4M | 6.5% | +11.8% |
| ENVESTNET ASSET MANAGEMENT INC | Wealth advisor | 312.0K | $13.0M | 0.0% | -0.6% |
| TRUIST FINANCIAL CORP | Diversified mechanical | 289.2K | $12.0M | 0.0% | -0.3% |
| Beacon Pointe Advisors, LLC | Wealth advisor | 272.2K | $11.3M | 0.1% | -1.7% |
| Cambridge Investment Research Advisors, Inc. | Wealth advisor | 229.7K | $9.5M | 0.0% | +14.2% |
| Merit Financial Group, LLC | Wealth advisor | 176.5K | $7.3M | 0.1% | +68.0% |
| K2 Financial Inc. | Wealth advisor | 116.6K | $5.1M | 3.7% | +0.3% |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | Wealth advisor | 94.8K | $4.0M | 0.0% | -13.9% |
| Csenge Advisory Group | Wealth advisor | 66.3K | $2.8M | 0.1% | -6.3% |
| NewEdge Advisors, LLC | Diversified mechanical | 57.7K | $2.4M | 0.0% | +0.1% |
| OSAIC HOLDINGS, INC. | Wealth advisor | 57.5K | $2.4M | 0.0% | -89.6% |
| EXENCIAL WEALTH ADVISORS, LLC | Wealth advisor | 53.2K | $2.2M | 0.1% | +3.2% |
| Ameritas Advisory Services, LLC | Wealth advisor | 50.1K | $2.1M | 0.1% | -1.1% |
| Diversified Enterprises, LLC | Wealth advisor | 46.1K | $1.9M | 0.1% | -2.9% |
| United Advisor Group, LLC | Wealth advisor | 42.9K | $1.8M | 0.2% | +4.2% |
| COMPASS CAPITAL CORP /MA/ /ADV | Wealth advisor | 38.8K | $1.8M | 0.6% | +22.1% |
| Apella Capital, LLC | Wealth advisor | 37.9K | $1.7M | 0.0% | -1.7% |
| CAHILL FINANCIAL ADVISORS INC | Wealth advisor | 39.7K | $1.7M | 0.2% | -23.0% |
| Perigon Wealth Management, LLC | Wealth advisor | 37.9K | $1.6M | 0.0% | +2.8% |
| TBH Global Asset Management, LLC | Other | 34.7K | $1.4M | 0.3% | +3.3% |
| LPL Financial LLC | Bank broker | 25.1K | $1.0M | 0.0% | +33.4% |
| Stewardship Advisors, LLC | Wealth advisor | 24.7K | $1.0M | 0.2% | +3.2% |
| Lynx Investment Advisory | Wealth advisor | 22.3K | $926K | 0.4% | -0.4% |
| Cassady Wealth & Retirement Planning, LLC | Wealth advisor | 20.4K | $902K | 0.5% | -3.5% |
| PRINCIPAL SECURITIES, INC. | Wealth advisor | 16.7K | $694K | 0.0% | -1.0% |
| Sonoma Allocations LLC | Wealth advisor | 15.2K | $636K | 0.2% | New |
| Stratos Wealth Partners, LTD. | Wealth advisor | 14.1K | $588K | 0.0% | -22.3% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Market maker | 12.6K | $524K | 0.0% | -58.8% |
| UPTICK PARTNERS, LLC | Wealth advisor | 12.0K | $500K | 0.1% | New |
| Concurrent Investment Advisors, LLC | Wealth advisor | 11.5K | $479K | 0.0% | -3.3% |
| ROYAL BANK OF CANADA | Bank broker | 10.1K | $419K | 0.0% | +4.3% |
| LexAurum Advisors, LLC | Wealth advisor | 9.1K | $377K | 0.0% | — |
| Accelerate Investment Advisors LLC | Wealth advisor | 8.6K | $356K | 0.2% | New |
| Meriwether Wealth & Planning, LLC | Wealth advisor | 8.2K | $339K | 0.2% | Held |
| Cetera Investment Advisers | Wealth advisor | 7.8K | $325K | 0.0% | +42.5% |
| Independent Wealth Network Inc. | Wealth advisor | 5.7K | $238K | 0.1% | +5.0% |
| Accurate Wealth Management, LLC | Other | 5.5K | $235K | 0.0% | +0.5% |
| INDEPENDENT FINANCIAL GROUP, LLC | Wealth advisor | 5.4K | $226K | 0.0% | Held |
| AIRE ADVISORS, LLC | Wealth advisor | 4.8K | $200K | 0.0% | New |
| WPG Advisers, LLC | Wealth advisor | 4.3K | $178K | 0.1% | -14.3% |
| Advisory Services Network, LLC | Diversified mechanical | 4.2K | $173K | 0.0% | New |
| Rossby Financial, LCC | Wealth advisor | 3.9K | $164K | 0.0% | New |
| Whipplewood Advisors, LLC | Wealth advisor | 3.6K | $150K | 0.1% | +372.0% |
| HARBOUR INVESTMENTS, INC. | Wealth advisor | 3.1K | $127K | 0.0% | New |
| Silver Grove Financial Group, Inc. | Wealth advisor | 2.6K | $106K | 0.1% | -4.3% |
| SILVER OAK SECURITIES, INCORPORATED | Wealth advisor | 2.5K | $103K | 0.0% | -31.6% |
| AdvisorNet Financial, Inc | Wealth advisor | 1.5K | $63K | 0.0% | -7.2% |
| ASSETMARK, INC | Wealth advisor | 1.0K | $43K | 0.0% | +3.4% |
Exits are not a bearish signal: our backtest shows stocks specialists exit keep outperforming for 3+ quarters — selling usually means profit-taking, not a forecast.