Institutional Ownership Sei Exchange Traded Fds Enhanc (SEIV)
This table provides information about the institutional ownership of Sei Exchange Traded Fds Enhanc (SEIV). We have compiled data on the 43 institutions that hold shares in the stock, with a total of 14.2 Million shares, which have been reported (via 13F filing form) to have a value of $452 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|
Sei Investments CO
Oaks, PA |
Feb 11, 2025 Q4 2024 |
12,343,115
shares
|
$394 Million
0.54% of portfolio
|
Q4 2024
Reduced 4.68%
|
|
|
Envestnet Asset Management Inc
|
Apr 29, 2025 Q1 2025 |
269,332
shares
|
$8.59 Million
0.0% of portfolio
|
Q1 2025
Reduced 4.34%
|
|
|
Truist Financial Corp
|
Apr 29, 2025 Q1 2025 |
251,096
shares
|
$8.01 Million
0.01% of portfolio
|
Q1 2025
Reduced 5.46%
|
|
|
Hart & Patterson Financial Group LLC
Amherst, MA |
Jan 13, 2025 Q4 2024 |
240,780
shares
|
$7.68 Million
3.88% of portfolio
|
Q4 2024
Reduced 4.79%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Feb 07, 2025 Q4 2024 |
154,158
shares
|
$4.92 Million
0.01% of portfolio
|
Q4 2024
Added 41.05%
|
|
|
K2 Financial Inc.
Glendora, CA |
Apr 25, 2025 Q1 2025 |
100,062
shares
|
$3.19 Million
2.93% of portfolio
|
Q1 2025
Added 12.24%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Apr 16, 2025 Q1 2025 |
79,343
shares
|
$2.53 Million
0.01% of portfolio
|
Q1 2025
Added 8.14%
|
|
|
Merit Financial Group, LLC
|
Apr 09, 2025 Q1 2025 |
77,960
shares
|
$2.49 Million
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jan 31, 2025 Q4 2024 |
71,942
shares
|
$2.29 Million
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Cahill Financial Advisors Inc
Edina, MN |
Feb 13, 2025 Q4 2024 |
67,226
shares
|
$2.14 Million
0.31% of portfolio
|
Q4 2024
Reduced 13.4%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Feb 13, 2025 Q4 2024 |
51,226
shares
|
$1.63 Million
0.01% of portfolio
|
Q4 2024
Added 8.58%
|
|
|
Csenge Advisory Group
|
May 05, 2025 Q1 2025 |
48,652
shares
|
$1.55 Million
0.09% of portfolio
|
Q1 2025
Added 12.07%
|
|
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
Feb 06, 2025 Q4 2024 |
48,372
shares
|
$1.54 Million
0.06% of portfolio
|
Q4 2024
Reduced 9.52%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Apr 22, 2025 Q1 2025 |
45,592
shares
|
$1.45 Million
0.0% of portfolio
|
Q1 2025
Reduced 6.1%
|
|
|
Marks Group Wealth Management, Inc
Minnetonka, MN |
May 01, 2025 Q1 2025 |
42,610
shares
|
$1.36 Million
0.14% of portfolio
|
Q1 2025
New holding
|
|
|
Compass Capital Corp /Ma/ /Adv
Braintree, MA |
Apr 21, 2025 Q1 2025 |
35,751
shares
|
$1.14 Million
0.56% of portfolio
|
Q1 2025
Reduced 15.19%
|
|
|
Geneos Wealth Management Inc.
|
Jan 21, 2025 Q4 2024 |
32,872
shares
|
$1.05 Million
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Petra Financial Advisors Inc
Colorado Srpings, CO |
Apr 22, 2025 Q1 2025 |
32,065
shares
|
$1.02 Million
0.85% of portfolio
|
Q1 2025
Reduced 1.51%
|
|
|
Stratos Wealth Partners, Ltd.
|
Apr 30, 2025 Q1 2025 |
32,044
shares
|
$1.02 Million
0.02% of portfolio
|
Q1 2025
Reduced 0.53%
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Apr 23, 2025 Q1 2025 |
28,141
shares
|
$897,697
0.02% of portfolio
|
Q1 2025
Reduced 4.63%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
May 07, 2025 Q1 2025 |
16,566
shares
|
$528,455
0.0% of portfolio
|
Q1 2025
Added 3.9%
|
|
|
Stewardship Advisors, LLC
|
Apr 17, 2025 Q1 2025 |
16,460
shares
|
$525,074
0.15% of portfolio
|
Q1 2025
Added 17.34%
|
|
|
Lynx Investment Advisory
Washington, Dc, DC |
Feb 11, 2025 Q4 2024 |
16,131
shares
|
$514,578
0.36% of portfolio
|
Q4 2024
Reduced 2.28%
|
|
|
United Advisor Group, LLC
Cincinnati, OH |
Apr 21, 2025 Q1 2025 |
11,894
shares
|
$379,418
0.08% of portfolio
|
Q1 2025
Added 4.05%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Apr 30, 2025 Q1 2025 |
11,359
shares
|
$362,352
0.01% of portfolio
|
Q4 2024
Added 15.59%
|