SEI QIM US LARGE CAP LOW VOL SELV
$33.43
+1.5% 52w: $30.09 – $33.76
Latest 13F among current holders filed 32 days ago (Jun 3, 2026)
Price — last 12 months
research preview data30.0931.9333.76
Jun 20, 2025 Jul 2, 2026
Institutional holders
33
+2 QoQ
13F value
$157.4M
+1.8% QoQ
Smart-money holders
0
signal tier ≥ 2
New smart buyers
0
Q1 2026
Institutional value by quarter
Number of holders
Who owns SELV?
Q1 2026 filings| Fund | Type | Shares | Value | % of fund | Change |
|---|---|---|---|---|---|
| SEI INVESTMENTS CO | Diversified mechanical | 2.7M | $88.0M | 0.1% | +0.5% |
| Diversified Enterprises, LLC | Wealth advisor | 1.6M | $52.1M | 2.9% | +24979.1% |
| Chatterton & Associates Inc. | Wealth advisor | 84.4K | $2.8M | 1.9% | +81.1% |
| ENVESTNET ASSET MANAGEMENT INC | Wealth advisor | 78.6K | $2.5M | 0.0% | -1.0% |
| TRUIST FINANCIAL CORP | Diversified mechanical | 69.8K | $2.3M | 0.0% | -2.6% |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | Wealth advisor | 41.6K | $1.4M | 0.0% | -7.9% |
| Geneos Wealth Management Inc. | Wealth advisor | 37.0K | $1.2M | 0.0% | New |
| Beacon Pointe Advisors, LLC | Wealth advisor | 32.2K | $1.0M | 0.0% | +3.0% |
| SUMMIT WEALTH GROUP LLC / CO | Wealth advisor | 26.9K | $869K | 0.1% | +7.9% |
| K2 Financial Inc. | Wealth advisor | 22.5K | $733K | 0.5% | +1.7% |
| NewEdge Advisors, LLC | Diversified mechanical | 18.3K | $593K | 0.0% | -1.8% |
| Merit Financial Group, LLC | Wealth advisor | 17.6K | $570K | 0.0% | -0.6% |
| LPL Financial LLC | Bank broker | 14.3K | $462K | 0.0% | +10.5% |
| ROYAL BANK OF CANADA | Bank broker | 14.2K | $458K | 0.0% | +8041.4% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Market maker | 12.4K | $400K | 0.0% | +30.9% |
| OSAIC HOLDINGS, INC. | Wealth advisor | 10.2K | $331K | 0.0% | -75.6% |
| Stewardship Advisors, LLC | Wealth advisor | 8.8K | $285K | 0.1% | +2.3% |
| PRINCIPAL SECURITIES, INC. | Wealth advisor | 8.3K | $269K | 0.0% | +7.9% |
| Cetera Investment Advisers | Wealth advisor | 8.2K | $265K | 0.0% | +8.9% |
| Meriwether Wealth & Planning, LLC | Wealth advisor | 8.1K | $262K | 0.1% | Held |
| Ameritas Advisory Services, LLC | Wealth advisor | 7.9K | $255K | 0.0% | -4.0% |
| Cambridge Investment Research Advisors, Inc. | Wealth advisor | 7.1K | $230K | 0.0% | New |
| Rossby Financial, LCC | Wealth advisor | 1.2K | $40K | 0.0% | New |
| WPG Advisers, LLC | Wealth advisor | 1.2K | $39K | 0.0% | -2.3% |
| AdvisorNet Financial, Inc | Wealth advisor | 977 | $32K | 0.0% | Held |
| CWM, LLC | Wealth advisor | 904 | $29K | 0.0% | Held |
| Silver Grove Financial Group, Inc. | Wealth advisor | 847 | $27K | 0.0% | New |
| Sunrise Financial Services, LLC | Wealth advisor | 300 | $10K | 0.0% | New |
| JPMORGAN CHASE & CO | Bank broker | 250 | $8K | 0.0% | Held |
| ASSETMARK, INC | Wealth advisor | 224 | $7K | 0.0% | +8.7% |
| Advisory Services Network, LLC | Diversified mechanical | 212 | $7K | 0.0% | New |
| UBS Group AG | Bank broker | 74 | $2K | 0.0% | -10.8% |
| HARBOUR INVESTMENTS, INC. | Wealth advisor | 29 | $930 | 0.0% | New |
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.