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Disclosery

SEIV SEI EXCHANGE TRADED FUNDS

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QIM US LARGE VAL (fund)

51 managers (51 13F filers) reported a position in SEIV shares at 2025-09-30, 17,649,542 shares in all. 11 filers opened a position and 8 filers sold out during the quarter.

Managers
51
13F filers
51
New
11
Added
32
Reduced
3
Sold out
8
Shares held by filers
17,649,542

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, Q3 2025

Filers in the available 13F reports with a share position at 2025-09-30, 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 CO15,098,907$587M0.63%+2,704,53413F-HRTimelineGroup
S&T Bank/PA355,526$13.8M3.89%+150,47513F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC317,748$12.4M<0.01%+48,79913F-HRTimelineGroup
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP296,435$11.5M0.02%+45,69813F-HRTimelineGroup
Beacon Pointe Advisors, LLC282,691$11M0.09%new13F-HRTimeline
Cambridge Investment Research Advisors,…190,668$7.42M0.02%+142,15413F-HRTimeline
K2 Financial Inc.119,877$4.58M3.68%+21,88313F-HRTimeline
Merit Financial Group, LLC105,611$4.11M0.04%+23,00813F-HR/ATimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…105,315$4.09M0.01%+22,01113F-HRTimeline
Csenge Advisory Group67,514$2.63M0.13%+16,25713F-HRTimeline
CAHILL FINANCIAL ADVISORS INC60,751$2.36M0.27%+8,62513F-HRTimeline
EXENCIAL WEALTH ADVISORS, LLC60,092$2.34M0.08%+13,92813F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.59,647$2.29M<0.01%+28,74813F-HRTimelineGroup
NewEdge Advisors, LLC58,684$2.28M0.01%+8,92513F-HRTimeline
Stark Wealth Management LLC47,753$1.86M8.5%+24,80813F-HRTimeline
United Advisor Group, LLC38,801$1.51M0.2%+5,47513F-HRTimeline
PETRA FINANCIAL ADVISORS INC35,455$1.38M0.8%+2,88013F-HRTimeline
COMPASS CAPITAL CORP /MA/ /ADV32,709$1.31M0.57%013F-HRTimeline
Perigon Wealth Management, LLC33,637$1.31M0.03%+5,58213F-HRTimeline
Apella Capital, LLC33,587$1.28M0.03%new13F-HRTimeline
Diversified Enterprises, LLC25,373$987K0.07%+2,52113F-HRTimeline
Stewardship Advisors, LLC23,624$919K0.22%+6,66113F-HRTimeline
Stratos Wealth Partners, LTD.in group Stratos Wealth Partners, LTD.20,210$786K0.01%new13F-HRTimelineGroup
Lynx Investment Advisory19,596$762K0.46%+3,25613F-HRTimeline
LPL Financial LLC18,944$737K<0.01%+2,42013F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…17,546$683K<0.01%+2,72713F-HRTimelineGroup
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC17,514$681K0.01%+3,84013F-HRTimelineGroup
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC15,450$601K<0.01%new13F-HRTimelineGroup
CALTON & ASSOCIATES, INC.13,757$535K0.08%new13F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…12,427$483K0.01%+4,73513F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA10,879$423K<0.01%+4,98513F-HRTimelineGroup
Meriwether Wealth & Planning, LLC8,167$318K0.18%013F-HRTimeline
Binnacle Investments Inc7,989$311K0.18%+67313F-HRTimeline
LexAurum Advisors, LLC7,377$287K0.04%+1,25113F-HRTimeline
Accurate Wealth Management, LLC7,359$284K0.04%+1,30013F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC5,442$212K0.01%new13F-HRTimeline
WPG Advisers, LLC5,379$209K0.16%+84513F-HRTimeline
Larson Financial Group LLC2,573$100K<0.01%new13F-HRTimeline
Turning Point Benefit Group, Inc.2,155$84.1K0.05%new13F-HRTimeline
AdvisorNet Financial, Inc1,650$64.2K<0.01%013F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC1,009$39.2K<0.01%+32213F-HRTimelineGroup
HARBOUR INVESTMENTS, INC.819$31.9K<0.01%013F-HRTimeline
Whipplewood Advisors, LLC724$28.2K0.02%-7,80313F-HRTimeline
CWM, LLCin group CWM, LLC634$25K<0.01%+18613F-HRTimelineGroup
Cape Investment Advisory, Inc.566$22K0.02%+23213F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…350$13.6K<0.01%-20913F-HRTimelineGroup
IFP Advisors, Inc246$9.57K<0.01%013F-HR/ATimeline
Johnson Financial Group, Inc.in group Johnson Financial Group, Inc.124$4.82K<0.01%new13F-HRTimelineGroup
CoreCap Advisors, LLC94$3.66K<0.01%new13F-HRTimeline
MAI Capital Management88$3.42K<0.01%-513F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…69$2.68K<0.01%new13F-HRTimelineGroup