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Disclosery

SEIV SEI EXCHANGE TRADED FUNDS

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QIM US LARGE VAL (fund)

58 managers (58 13F filers) reported a position in SEIV shares at 2026-03-31, 20,458,151 shares in all. 8 filers opened a position and 11 filers sold out during the quarter.

Managers
58
13F filers
58
New
8
Added
21
Reduced
22
Sold out
11
Shares held by filers
20,458,151

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 2026

Filers in the available 13F reports with a share position at 2026-03-31, 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 CO14,939,112$621M0.57%+184,03313F-HRTimelineGroup
SUMMIT WEALTH GROUP LLC / CO2,739,657$114M11.98%+536,52013F-HRTimeline
S&T Bank/PA418,213$17.4M6.49%+44,18513F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC312,019$13M<0.01%-1,85313F-HRTimelineGroup
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP289,224$12M0.02%-73113F-HRTimelineGroup
Beacon Pointe Advisors, LLC272,159$11.3M0.06%-4,58213F-HRTimeline
Cambridge Investment Research Advisors,…229,696$9.55M0.02%+28,51813F-HRTimeline
Merit Financial Group, LLC176,464$7.33M0.05%+71,42113F-HRTimeline
K2 Financial Inc.116,567$5.13M3.73%+38913F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…94,822$3.98M0.01%-15,25613F-HRTimeline
Csenge Advisory Group66,302$2.76M0.13%-4,43513F-HRTimeline
NewEdge Advisors, LLC57,734$2.4M0.01%+3413F-HR/ATimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.57,476$2.39M<0.01%-495,26013F-HRTimelineGroup
EXENCIAL WEALTH ADVISORS, LLC53,237$2.21M0.07%+1,65913F-HRTimeline
Ameritas Advisory Services, LLCin group Ameritas Investment Partners,…50,076$2.08M0.08%-57113F-HRTimelineGroup
Diversified Enterprises, LLC46,119$1.92M0.11%-1,36513F-HRTimeline
United Advisor Group, LLC42,899$1.78M0.22%+1,73913F-HRTimeline
COMPASS CAPITAL CORP /MA/ /ADV38,815$1.76M0.63%+7,01713F-HRTimeline
Apella Capital, LLC37,875$1.67M0.02%-65813F-HRTimeline
CAHILL FINANCIAL ADVISORS INC39,736$1.65M0.18%-11,86613F-HRTimeline
FIG FINANCIAL ADVISORY SERVICES INC /ADV38,819$1.61M1.01%new13F-HRTimeline
Perigon Wealth Management, LLC37,851$1.57M0.03%+1,02313F-HRTimeline
TBH Global Asset Management, LLC34,706$1.41M0.28%+1,11413F-HRTimeline
LPL Financial LLC25,102$1.04M<0.01%+6,28213F-HRTimeline
Stewardship Advisors, LLC24,657$1.02M0.24%+77513F-HRTimeline
Lynx Investment Advisory22,278$926K0.44%-9913F-HRTimeline
Cassady Wealth & Retirement Planning, L…20,408$902K0.47%-74913F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC16,707$694K0.01%-17413F-HRTimelineGroup
Sonoma Allocations LLC15,206$636K0.22%new13F-HRTimeline
Stratos Wealth Partners, LTD.in group Stratos Wealth Partners, LTD.14,140$588K0.01%-4,06713F-HRTimelineGroup
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…12,619$524K<0.01%-18,03813F-HRTimelineGroup
UPTICK PARTNERS, LLC12,035$500K0.1%new13F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…11,516$479K0.01%-38813F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA10,086$419K<0.01%+41213F-HRTimelineGroup
LexAurum Advisors, LLC9,078$377K0.05%13F-HRTimeline
Accelerate Investment Advisors LLC8,566$356K0.24%new13F-HRTimeline
Meriwether Wealth & Planning, LLC8,167$339K0.19%013F-HRTimeline
Cetera Investment Advisers7,828$325K<0.01%+2,33613F-HRTimeline
Independent Wealth Network Inc.5,727$238K0.07%+27513F-HRTimeline
Accurate Wealth Management, LLC5,541$235K0.03%+2813F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC5,442$226K0.01%013F-HR/ATimeline
AIRE ADVISORS, LLC4,814$200K0.04%new13F-HRTimeline
WPG Advisers, LLC4,286$178K0.13%-71513F-HRTimeline
Advisory Services Network, LLC4,168$173K<0.01%new13F-HRTimeline
Rossby Financial, LCC3,933$164K0.03%new13F-HRTimeline
Whipplewood Advisors, LLC3,601$150K0.08%+2,83813F-HRTimeline
HARBOUR INVESTMENTS, INC.3,125$127K<0.01%new13F-HRTimeline
Silver Grove Financial Group, Inc.2,553$106K0.09%-11413F-HRTimeline
SILVER OAK SECURITIES, INCORPORATED2,482$103K0.01%-1,14713F-HRTimeline
AdvisorNet Financial, Inc1,520$63.2K<0.01%-11813F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC1,043$43.3K<0.01%+3413F-HRTimelineGroup
UBS Group AGin group UBS Group AG1,017$42.3K<0.01%+63113F-HRTimelineGroup
CWM, LLCin group CWM, LLC448$18.6K<0.01%013F-HRTimelineGroup
IFP Advisors, Inc246$10.2K<0.01%013F-HRTimeline
MAI Capital Management88$3.66K<0.01%013F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO85$3.45K<0.01%013F-HR/ATimelineGroup
CoreCap Advisors, LLC60$2.49K<0.01%-3413F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY1$54<0.01%-1,21213F-HRTimelineGroup