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Disclosery

SEIV SEI EXCHANGE TRADED FUNDS

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QIM US LARGE VAL (fund)

76 managers (76 13F filers) reported a position in SEIV shares at 2026-06-30, 20,832,458 shares in all. 23 filers opened a position and 6 filers sold out during the quarter.

Managers
76
13F filers
76
New
23
Added
14
Reduced
30
Sold out
6
Shares held by filers
20,832,458

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q2 2026

Filers in the available 13F reports with a share position at 2026-06-30, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
SEI INVESTMENTS COin group SEI INVESTMENTS CO14,601,161$701M0.62%-337,95113F-HRTimelineGroup
SUMMIT WEALTH GROUP LLC / CO3,033,153$146M12.05%+293,49613F-HRTimeline
S&T Bank/PA456,582$21.9M6.58%+38,36913F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC298,994$14.4M<0.01%-13,02513F-HRTimelineGroup
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP282,214$13.5M0.02%-7,01013F-HRTimelineGroup
Beacon Pointe Advisors, LLC257,864$12.4M0.06%-14,29513F-HRTimeline
Merit Financial Group, LLC243,798$11.7M0.07%+67,33413F-HR/ATimeline
Cambridge Investment Research Advisors,…217,980$10.5M0.02%-11,71613F-HR/ATimeline
StoneCrest Wealth Management, Inc.200,953$9.65M3.08%new13F-HRTimeline
K2 Financial Inc.112,470$5.4M3.81%-4,09713F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…98,943$4.79M0.01%+4,12113F-HRTimeline
TWO SIGMA INVESTMENTS, LPin group TWO SIGMA INVESTMENTS, LP93,100$4.47M<0.01%new13F-HRTimelineGroup
Global Retirement Partners, LLC73,903$3.55M0.05%13F-HRTimeline
Csenge Advisory Group61,947$2.97M0.12%-4,35513F-HRTimeline
NewEdge Advisors, LLC53,793$2.58M0.01%-3,94113F-HRTimeline
Savant Capital, LLC44,836$2.27M0.01%new13F-HRTimeline
Diversified Enterprises, LLC47,088$2.26M0.11%+96913F-HRTimeline
TBH Global Asset Management, LLC46,965$2.25M0.41%+12,25913F-HRTimeline
COMPASS CAPITAL CORP /MA/ /ADV44,463$2.25M0.73%+5,64813F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.44,457$2.13M<0.01%-13,01913F-HRTimelineGroup
PETRA FINANCIAL ADVISORS INC44,357$2.13M0.99%new13F-HRTimeline
United Advisor Group, LLC40,818$1.96M0.21%-2,08113F-HRTimeline
CAHILL FINANCIAL ADVISORS INC36,937$1.77M0.17%-2,79913F-HRTimeline
Perigon Wealth Management, LLC36,180$1.74M0.03%-1,67113F-HRTimeline
Apella Capital, LLC31,175$1.5M0.02%-6,70013F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC26,084$1.25M<0.01%new13F-HRTimelineGroup
UPTICK PARTNERS, LLC24,412$1.17M0.18%+12,37713F-HRTimeline
Stewardship Advisors, LLC23,914$1.15M0.24%-74313F-HRTimeline
LPL Financial LLC23,494$1.13M<0.01%-1,60813F-HRTimeline
Lynx Investment Advisory21,766$1.04M0.34%-51213F-HRTimeline
Cassady Wealth & Retirement Planning, L…19,577$940K0.44%-83113F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC17,222$827K0.01%+51513F-HRTimelineGroup
Stratos Wealth Partners, LTD.in group Stratos Wealth Partners, LTD.15,466$742K0.01%+1,32613F-HRTimelineGroup
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…10,901$523K<0.01%-61513F-HRTimelineGroup
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…8,737$419K<0.01%-3,88213F-HRTimelineGroup
LexAurum Advisors, LLC8,565$411K0.05%-51313F-HRTimeline
Accelerate Investment Advisors LLC8,539$410K0.24%-2713F-HRTimeline
Meriwether Wealth & Planning, LLC8,167$392K0.19%013F-HRTimeline
Independent Wealth Network Inc.7,128$342K0.09%+1,40113F-HRTimeline
Sonoma Allocations LLC6,783$327K0.1%-8,42313F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA6,338$304K<0.01%-3,74813F-HRTimelineGroup
Lifeworks Advisors, LLC6,080$292K0.03%new13F-HRTimeline
Cetera Investment Advisers5,770$277K<0.01%-2,05813F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC5,442$261K<0.01%013F-HRTimeline
Foundry Financial Group, Inc.4,959$238K0.1%new13F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC4,810$231K<0.01%new13F-HRTimelineGroup
AIRE ADVISORS, LLC4,772$229K0.04%-4213F-HRTimeline
Valmark Advisers, Inc.4,677$224K<0.01%new13F-HRTimeline
Advisory Services Network, LLC4,545$218K<0.01%+37713F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC4,474$215K<0.01%new13F-HRTimelineGroup
Rossby Financial, LCC4,416$212K0.04%+48313F-HRTimeline
Summit Financial, LLC4,380$210K<0.01%new13F-HRTimeline
CALTON & ASSOCIATES, INC.4,322$207K0.03%new13F-HRTimeline
Meridian Wealth Management, LLC4,270$205K0.01%new13F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV4,174$200K<0.01%new13F-HR/ATimeline
WPG Advisers, LLC3,992$192K0.11%-29413F-HRTimeline
HARBOUR INVESTMENTS, INC.3,071$147K<0.01%-5413F-HRTimeline
AdvisorNet Financial, Inc2,857$137K0.01%+1,33713F-HRTimeline
Continuum Advisory, LLC2,689$129K0.01%new13F-HRTimeline
Silver Grove Financial Group, Inc.2,402$115K0.06%-15113F-HRTimeline
Whipplewood Advisors, LLC1,862$89.4K0.06%-1,73913F-HRTimeline
Synergy Investment Management, LLC1,555$76.2K0.02%new13F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN1,476$70.8K<0.01%new13F-HRTimelineGroup
ASSETMARK, INCin group ASSETMARK, INC1,043$50.1K<0.01%013F-HRTimelineGroup
TOP Private Wealth LLC.597$28.7K0.03%13F-HRTimeline
FIDUCIARY FINANCIAL ADVISORS586$28.2K<0.01%new13F-HRTimeline
Cape Investment Advisory, Inc.462$22.2K0.01%new13F-HRTimeline
Blue Trust, Inc.365$17.5K<0.01%new13F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP256$12.3K<0.01%new13F-HRTimelineGroup
COMPASS FINANCIAL MANAGEMENT LLC250$12K<0.01%13F-HRTimeline
IFP Advisors, Inc246$11.8K<0.01%013F-HRTimeline
AMERIFLEX GROUP, INC.234$11.2K<0.01%new13F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO85$4.09K<0.01%013F-HRTimelineGroup
CoreCap Advisors, LLC60$2.88K<0.01%013F-HRTimeline
HORIZON FINANCIAL SERVICES, LLC40$1.92K<0.01%new13F-HRTimeline
Ameritas Advisory Services, LLCin group Ameritas Investment Partners,…15$720<0.01%-50,06113F-HRTimelineGroup