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Disclosery

SEIV SEI EXCHANGE TRADED FUNDS

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QIM US LARGE VAL (fund)

63 managers (63 13F filers) reported a position in SEIV shares at 2025-12-31, 20,448,163 shares in all. 17 filers opened a position and 4 filers sold out during the quarter.

Managers
63
13F filers
63
New
17
Added
16
Reduced
22
Sold out
4
Shares held by filers
20,448,163

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, Q4 2025

Filers in the available 13F reports with a share position at 2025-12-31, 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 CO14,755,079$612M0.6%-343,82813F-HRTimelineGroup
SUMMIT WEALTH GROUP LLC / CO2,203,137$91.4M12.12%new13F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.552,736$22.9M0.03%+493,08913F-HRTimelineGroup
S&T Bank/PA374,028$15.5M4.91%+18,50213F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC313,872$13M<0.01%-3,87613F-HRTimelineGroup
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP289,955$12M0.02%-6,48013F-HRTimelineGroup
Beacon Pointe Advisors, LLC276,741$11.5M0.08%-5,95013F-HRTimeline
Cambridge Investment Research Advisors,…201,178$8.35M0.02%+10,51013F-HRTimeline
K2 Financial Inc.116,178$4.9M3.78%-3,69913F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…110,078$4.67M0.01%+4,76313F-HRTimeline
Merit Financial Group, LLC105,043$4.36M0.03%-56813F-HRTimeline
Yeomans Consulting Group, Inc.85,421$3.54M1.04%new13F-HRTimeline
Global Retirement Partners, LLC75,188$3.12M0.06%new13F-HRTimeline
Csenge Advisory Group70,737$2.94M0.13%+3,22313F-HRTimeline
Stark Wealth Management LLC59,765$2.48M9.31%+12,01213F-HRTimeline
NewEdge Advisors, LLC57,700$2.39M0.01%-98413F-HRTimeline
CAHILL FINANCIAL ADVISORS INC51,602$2.14M0.23%-9,14913F-HRTimeline
EXENCIAL WEALTH ADVISORS, LLC51,578$2.14M0.07%-8,51413F-HRTimeline
Ameritas Advisory Services, LLCin group Ameritas Investment Partners,…50,647$2.1M0.08%new13F-HRTimelineGroup
Diversified Enterprises, LLC47,484$1.97M0.12%+22,11113F-HRTimeline
United Advisor Group, LLC41,160$1.71M0.22%+2,35913F-HRTimeline
Apella Capital, LLC38,533$1.6M0.03%+4,94613F-HRTimeline
Perigon Wealth Management, LLC36,828$1.53M0.03%+3,19113F-HRTimeline
PETRA FINANCIAL ADVISORS INC36,063$1.5M0.88%+60813F-HRTimeline
TBH Global Asset Management, LLC33,592$1.39M0.23%new13F-HRTimeline
COMPASS CAPITAL CORP /MA/ /ADV31,798$1.38M0.53%-91113F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…30,657$1.27M<0.01%+13,11113F-HRTimelineGroup
Stewardship Advisors, LLC23,882$991K0.23%+25813F-HRTimeline
Lynx Investment Advisory22,377$929K0.51%+2,78113F-HRTimeline
Cassady Wealth & Retirement Planning, L…21,157$878K0.57%13F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC20,832$865K<0.01%+5,38213F-HRTimelineGroup
LPL Financial LLC18,820$781K<0.01%-12413F-HRTimeline
Stratos Wealth Partners, LTD.in group Stratos Wealth Partners, LTD.18,207$756K0.01%-2,00313F-HRTimelineGroup
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC16,881$701K0.01%-63313F-HRTimelineGroup
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…11,904$494K0.01%-52313F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA9,674$401K<0.01%-1,20513F-HRTimelineGroup
Meriwether Wealth & Planning, LLC8,167$339K0.19%013F-HRTimeline
CALTON & ASSOCIATES, INC.6,915$287K0.04%-6,84213F-HRTimeline
Accurate Wealth Management, LLC5,513$232K0.03%-1,84613F-HRTimeline
Cetera Investment Advisers5,492$228K<0.01%new13F-HRTimeline
Independent Wealth Network Inc.5,452$226K0.07%new13F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC5,442$226K0.01%013F-HRTimeline
MONECO ADVISORS, LLC5,029$209K0.02%new13F-HRTimeline
WPG Advisers, LLC5,001$208K0.15%-37813F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC4,947$205K<0.01%new13F-HRTimelineGroup
FSA Advisors, Inc.117,905$164K0.11%new13F-HRTimeline
SILVER OAK SECURITIES, INCORPORATED3,629$152K0.01%new13F-HRTimeline
Silver Grove Financial Group, Inc.2,667$111K0.1%new13F-HRTimeline
Larson Financial Group LLC2,573$107K<0.01%013F-HRTimeline
AdvisorNet Financial, Inc1,638$68K<0.01%-1213F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY1,213$50.4K<0.01%new13F-HR/ATimelineGroup
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC1,202$49.9K<0.01%new13F-HRTimelineGroup
Morton Brown Family Wealth, LLC1,108$46K0.01%new13F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC1,009$41.9K<0.01%013F-HRTimelineGroup
Whipplewood Advisors, LLC763$31.7K0.02%+3913F-HRTimeline
Cape Investment Advisory, Inc.520$21.6K0.01%-4613F-HRTimeline
CWM, LLCin group CWM, LLC448$19K<0.01%-18613F-HRTimelineGroup
UBS Group AGin group UBS Group AG386$16K<0.01%new13F-HRTimelineGroup
IFP Advisors, Inc246$10.2K<0.01%013F-HRTimeline
Turning Point Benefit Group, Inc.119$4.94K<0.01%-2,03613F-HRTimeline
CoreCap Advisors, LLC94$3.9K<0.01%013F-HRTimeline
MAI Capital Management88$3.65K<0.01%013F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO85$3.53K<0.01%new13F-HRTimelineGroup