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Disclosery

SEIV SEI EXCHANGE TRADED FUNDS

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QIM US LARGE VAL (fund)

49 managers (49 13F filers) reported a position in SEIV shares at 2025-06-30, 14,274,284 shares in all. 7 filers opened a position and 7 filers sold out during the quarter.

Managers
49
13F filers
49
New
7
Added
20
Reduced
13
Sold out
7
Shares held by filers
14,274,284

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 2025

Filers in the available 13F reports with a share position at 2025-06-30, 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 CO12,394,373$442M0.51%+94,26413F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC268,949$9.6M<0.01%-38313F-HRTimelineGroup
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP250,737$8.95M0.01%-35913F-HRTimelineGroup
S&T Bank/PA205,051$7.32M2.23%+193,68513F-HRTimeline
SUMMIT WEALTH GROUP LLC / CO178,965$6.39M1.6%13F-HRTimeline
Geneos Wealth Management Inc.106,589$3.8M0.09%-2,07813F-HRTimeline
K2 Financial Inc.97,994$3.5M3.09%-2,06813F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…83,304$3.03M0.01%+3,96113F-HRTimeline
Merit Financial Group, LLC82,603$2.95M0.03%+4,64313F-HRTimeline
CAHILL FINANCIAL ADVISORS INC52,126$1.86M0.23%-6,68813F-HRTimeline
NewEdge Advisors, LLC49,759$1.78M0.01%+1,03113F-HRTimeline
Csenge Advisory Group51,257$1.74M0.09%+2,60513F-HRTimeline
Cambridge Investment Research Advisors,…48,514$1.73M0.01%+2,92213F-HRTimeline
EXENCIAL WEALTH ADVISORS, LLC46,164$1.65M0.06%-2,50613F-HRTimeline
COMPASS CAPITAL CORP /MA/ /ADV32,709$1.19M0.56%-3,04213F-HRTimeline
United Advisor Group, LLC33,326$1.19M0.21%+21,43213F-HRTimeline
PETRA FINANCIAL ADVISORS INC32,575$1.16M0.74%+51013F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.30,899$1.1M<0.01%-40,78013F-HR/ATimelineGroup
Perigon Wealth Management, LLC28,055$1M0.02%-8613F-HRTimeline
Stark Wealth Management LLC22,945$819K1.17%new13F-HRTimeline
Diversified Enterprises, LLC22,852$816K0.06%+3,12913F-HRTimeline
Stewardship Advisors, LLC16,963$605K0.15%+50313F-HRTimeline
LPL Financial LLC16,524$590K<0.01%-4213F-HRTimeline
Lynx Investment Advisory16,340$583K0.38%+36113F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…14,819$529K<0.01%+6,12313F-HRTimelineGroup
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC13,674$488K0.01%+2,31513F-HRTimelineGroup
UBS Group AGin group UBS Group AG10,200$364K<0.01%+5,94913F-HRTimelineGroup
Whipplewood Advisors, LLC8,527$304K0.17%+7,91713F-HRTimeline
Meriwether Wealth & Planning, LLC8,167$291K0.18%013F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…7,692$275K0.01%new13F-HRTimelineGroup
Binnacle Investments Inc7,316$261K0.17%+2,84513F-HRTimeline
Accurate Wealth Management, LLC6,059$220K0.03%new13F-HRTimeline
Cetera Investment Advisers6,130$219K<0.01%new13F-HRTimeline
LexAurum Advisors, LLC6,126$219K0.03%new13F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA5,894$210K<0.01%-10,60513F-HR/ATimelineGroup
WPG Advisers, LLC4,534$162K0.14%-20813F-HRTimeline
AdvisorNet Financial, Inc1,650$58.9K<0.01%013F-HRTimeline
HARBOUR INVESTMENTS, INC.819$29.2K<0.01%+26013F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC687$24.5K<0.01%+12713F-HRTimelineGroup
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…559$20K<0.01%+213F-HRTimelineGroup
CWM, LLCin group CWM, LLC448$16K<0.01%013F-HRTimelineGroup
Cape Investment Advisory, Inc.334$11.9K<0.01%-1613F-HRTimeline
Farther Finance Advisors, LLC280$9.99K<0.01%new13F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\271$9.67K<0.01%new13F-HRTimelineGroup
IFP Advisors, Inc246$8.78K<0.01%013F-HRTimeline
Global Retirement Partners, LLC101$3.59K<0.01%13F-HRTimeline
MAI Capital Management93$3.32K<0.01%013F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO85$3.03K<0.01%013F-HRTimelineGroup
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.