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 35 institutions that hold shares in the stock, with a total of 14.5 Million shares, which have been reported (via 13F filing form) to have a value of $482 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Sei Investments CO
Oaks, PA |
Aug 13, 2024 Q2 2024 |
13,018,949
shares
|
$430 Million
0.59% of portfolio
|
Q2 2024
Reduced 1.9%
|
|
|
Envestnet Asset Management Inc
|
Aug 08, 2024 Q2 2024 |
306,110
shares
|
$10.1 Million
0.0% of portfolio
|
Q2 2024
Reduced 1.74%
|
|
|
Truist Financial Corp
|
Aug 20, 2024 Q2 2024 |
296,646
shares
|
$9.79 Million
0.01% of portfolio
|
Q2 2024
Reduced 2.34%
|
|
|
Hart & Patterson Financial Group LLC
Amherst, MA |
Oct 10, 2024 Q3 2024 |
252,888
shares
|
$8.35 Million
3.95% of portfolio
|
Q3 2024
Reduced 2.32%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Aug 13, 2024 Q2 2024 |
90,657
shares
|
$2.99 Million
0.01% of portfolio
|
Q2 2024
Added 446.23%
|
|
|
Cahill Financial Advisors Inc
Edina, MN |
Aug 06, 2024 Q2 2024 |
77,912
shares
|
$2.57 Million
0.34% of portfolio
|
Q2 2024
Reduced 0.51%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Oct 23, 2024 Q3 2024 |
67,983
shares
|
$2.24 Million
0.01% of portfolio
|
Q3 2024
Added 14.32%
|
|
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
Oct 31, 2024 Q3 2024 |
53,464
shares
|
$1.76 Million
0.06% of portfolio
|
Q3 2024
Reduced 7.31%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Oct 28, 2024 Q3 2024 |
47,186
shares
|
$1.56 Million
0.01% of portfolio
|
Q3 2024
Added 9.43%
|
|
|
Csenge Advisory Group
|
Jul 10, 2024 Q2 2024 |
42,133
shares
|
$1.39 Million
0.08% of portfolio
|
Q2 2024
Added 10.56%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Aug 15, 2024 Q2 2024 |
41,500
shares
|
$1.37 Million
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Petra Financial Advisors Inc
Colorado Srpings, CO |
Oct 28, 2024 Q3 2024 |
32,956
shares
|
$1.09 Million
0.72% of portfolio
|
Q3 2024
Added 1.75%
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Oct 16, 2024 Q3 2024 |
31,215
shares
|
$1.03 Million
0.03% of portfolio
|
Q3 2024
Reduced 2.4%
|
|
|
Formidable Asset Management, LLC
Cincinnati, OH |
Aug 08, 2024 Q2 2024 |
17,877
shares
|
$589,941
0.09% of portfolio
|
Q2 2024
New holding
|
|
|
Lynx Investment Advisory
Washington, Dc, DC |
Jul 09, 2024 Q2 2024 |
15,600
shares
|
$514,800
0.36% of portfolio
|
Q2 2024
New holding
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Aug 14, 2024 Q2 2024 |
13,242
shares
|
$436,986
0.0% of portfolio
|
Q2 2024
Added 33.01%
|
|
|
Stewardship Advisors, LLC
|
Oct 21, 2024 Q3 2024 |
11,792
shares
|
$389,136
0.12% of portfolio
|
Q3 2024
New holding
|
|
|
United Advisor Group, LLC
Cincinnati, OH |
Oct 30, 2024 Q3 2024 |
11,745
shares
|
$387,585
0.09% of portfolio
|
Q3 2024
Reduced 48.6%
|
|
|
Private Advisor Group, LLC
|
Oct 22, 2024 Q3 2024 |
11,012
shares
|
$363,396
0.0% of portfolio
|
Q3 2024
Reduced 4.0%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Oct 28, 2024 Q3 2024 |
9,827
shares
|
$324,291
0.01% of portfolio
|
Q3 2024
Added 4.65%
|
|
|
Jane Street Group, LLC
New York, NY |
Aug 14, 2024 Q2 2024 |
8,820
shares
|
$291,060
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Aug 07, 2024 Q2 2024 |
8,692
shares
|
$286,836
0.0% of portfolio
|
Q2 2024
Reduced 61.87%
|
|
|
Accurate Wealth Management, LLC
|
Oct 17, 2024 Q3 2024 |
7,227
shares
|
$238,491
0.05% of portfolio
|
Q3 2024
Reduced 7.78%
|
|
|
Continuum Advisory, LLC
Eagle, ID |
Jul 19, 2024 Q2 2024 |
4,406
shares
|
$145,398
0.02% of portfolio
|
Q2 2024
Reduced 1.43%
|
|
|
Advisor Net Financial, Inc
|
Oct 15, 2024 Q3 2024 |
2,524
shares
|
$83,292
0.01% of portfolio
|
Q3 2024
Added 139.47%
|