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Disclosery

SEIV SEI EXCHANGE TRADED FUNDS

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QIM US LARGE VAL (fund)

47 managers (47 13F filers) reported a position in SEIV shares at 2025-03-31, 13,888,497 shares in all. 10 filers opened a position and 9 filers sold out during the quarter.

Managers
47
13F filers
47
New
10
Added
13
Reduced
15
Sold out
9
Shares held by filers
13,888,497

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, Q1 2025

Filers in the available 13F reports with a share position at 2025-03-31, 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 CO12,300,109$399M0.51%-43,00613F-HR/ATimelineGroup
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC269,332$8.74M<0.01%-12,22313F-HRTimelineGroup
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP251,096$8.15M0.01%-14,50813F-HRTimelineGroup
Geneos Wealth Management Inc.108,667$8.05M0.12%+75,79513F-HRTimelineAmount filed as zero, left out of ratios.
K2 Financial Inc.100,062$2.98M2.93%+10,91213F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…79,343$2.58M<0.01%+5,97413F-HRTimeline
Merit Financial Group, LLC77,960$2.53M0.04%new13F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.71,679$2.33M0.01%-83,15413F-HRTimelineGroup
CAHILL FINANCIAL ADVISORS INC58,814$1.91M0.26%-8,41213F-HRTimeline
NewEdge Advisors, LLC48,728$1.58M0.01%-2,49813F-HRTimeline
EXENCIAL WEALTH ADVISORS, LLC48,670$1.58M0.06%+29813F-HRTimeline
Csenge Advisory Group48,652$1.48M0.08%+5,23813F-HRTimeline
Cambridge Investment Research Advisors,…45,592$1.48M<0.01%-2,96013F-HRTimeline
Marks Group Wealth Management, Inc42,610$1.38M0.13%new13F-HRTimeline
COMPASS CAPITAL CORP /MA/ /ADV35,751$1.06M0.56%-6,40313F-HRTimeline
PETRA FINANCIAL ADVISORS INC32,065$1.04M0.85%-49313F-HRTimeline
Stratos Wealth Partners, LTD.in group Stratos Wealth Partners, LTD.32,044$1.04M0.02%-17213F-HRTimelineGroup
Perigon Wealth Management, LLC28,141$913K0.02%-1,36713F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC20,082$652K<0.01%+9,98013F-HRTimelineGroup
Diversified Enterprises, LLC19,723$640K0.05%new13F-HRTimeline
LPL Financial LLC16,566$538K<0.01%+62213F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA16,499$536K<0.01%+9,88213F-HR/ATimelineGroup
Stewardship Advisors, LLC16,460$534K0.14%+2,43213F-HRTimeline
CALTON & ASSOCIATES, INC.16,381$532K0.12%new13F-HR/ATimeline
Lynx Investment Advisory15,979$519K0.35%-15213F-HRTimeline
United Advisor Group, LLC11,894$386K0.08%+46313F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC11,359$376K0.01%013F-HRTimelineGroup
S&T Bank/PA11,366$369K0.12%new13F-HRTimeline
Wealth Group, Ltd.9,818$319K0.21%+53413F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…8,696$282K<0.01%new13F-HRTimelineGroup
Whipplewood Advisors, LLC610$269K0.19%-7,62013F-HRTimeline
Meriwether Wealth & Planning, LLC8,167$265K0.17%013F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY7,013$228K<0.01%new13F-HRTimelineGroup
WPG Advisers, LLC4,742$154K0.14%-2,49113F-HRTimeline
Binnacle Investments Inc4,471$145K0.11%13F-HRTimeline
UBS Group AGin group UBS Group AG4,251$138K<0.01%-14713F-HRTimelineGroup
AdvisorNet Financial, Inc1,650$53.6K<0.01%+21613F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC560$18.2K<0.01%+16913F-HRTimelineGroup
HARBOUR INVESTMENTS, INC.559$18.1K<0.01%new13F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…557$18.1K<0.01%013F-HRTimelineGroup
ROSS\JOHNSON & Associates LLC557$18.1K0.31%new13F-HRTimeline
CWM, LLCin group CWM, LLC448$15K<0.01%013F-HRTimelineGroup
Cape Investment Advisory, Inc.350$11.4K<0.01%013F-HRTimeline
IFP Advisors, Inc246$7.99K<0.01%013F-HRTimeline
MAI Capital Management93$3.02K<0.01%013F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO85$2.76K<0.01%new13F-HRTimelineGroup
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.