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Who owns SEIVWhat SEIV owns — n/a

Who owns SEI Enhanced U.S. Large Cap Value Factor ETF?

Institutional ownership of SEIV from SEC Form 13F filings across 59 reporting managers. All positions are from one synchronized reporting period — 2026-06-30 books, filed up to 45 days after quarter end — so every row is comparable.

59

13F holders

$941.3M

value, 2026 filers

103.9%

of shares outstanding (19.8M sh)

22

new positions (2026 filers)

Top institutional holders

ordered by shares owned · positions as of 2026-06-30· % of fund = share of the manager's own book · % of co. = share of SEIV's shares outstanding

#ManagerSharesValue% of fund% of co.Δ shares QoQ
1SEI INVESTMENTS CO14.6M$700.9M0.6%76.5%-2.3%
2SUMMIT WEALTH GROUP LLC / CO3.0M$145.6M11.7%15.9%+10.7%
3Merit Financial Group, LLC487,596$23.4M0.1%2.6%+176.3%
4ENVESTNET ASSET MANAGEMENT INC298,994$14.4M0.0%1.6%-4.2%
5TRUIST FINANCIAL CORP282,214$13.5M0.0%1.5%-2.4%
6Cambridge Investment Research Advisors, Inc.217,980$10,4630.0%1.1%-5.1%
7WEALTH ENHANCEMENT ADVISORY SERVICES, LLC98,943$4.8M0.0%0.5%+4.3%
8TWO SIGMA INVESTMENTS, LPNEW93,100$4.5M0.0%0.5%new
9Global Retirement Partners, LLCNEW73,903$3.5M0.1%0.4%new
10Csenge Advisory Group61,947$3.0M0.1%0.3%-6.6%
11NewEdge Advisors, LLCNEW53,793$2.6M0.0%0.3%new
12Diversified Enterprises, LLC47,088$2.3M0.1%0.2%+2.1%
13TBH Global Asset Management, LLC46,965$2.3M0.4%0.2%+35.3%
14Savant Capital, LLCNEW44,836$2.3M0.0%0.2%new
15OSAIC HOLDINGS, INC.44,457$2.1M0.0%0.2%-22.7%
16United Advisor Group, LLC40,818$2.0M0.2%0.2%-4.9%
17Perigon Wealth Management, LLC36,180$1.7M0.0%0.2%-4.4%
18Apella Capital, LLC31,175$1.5M0.0%0.2%-17.7%
19GOLDMAN SACHS GROUP INCNEW26,084$1.3M0.0%0.1%new
20UPTICK PARTNERS, LLC24,412$1.2M0.2%0.1%+102.8%
21LPL Financial LLC23,494$1.1M0.0%0.1%-6.4%
22PRINCIPAL SECURITIES, INC.17,222$826,6560.0%0.1%+3.1%
23Stratos Wealth Partners, LTD.15,466$742,3680.0%0.1%+9.4%
24Concurrent Investment Advisors, LLC10,901$523,2480.0%0.1%-5.3%
25SUSQUEHANNA INTERNATIONAL GROUP, LLP8,737$419,3760.0%0%-30.8%

Source: SEC Form 13F-HR filings (institutional managers over $100M in US-listed positions). 13Fs disclose long positions only, up to 45 days after quarter end; each manager's latest filed quarter is shown per row and dollar values are the manager's filed marks. Aggregates labeled "2026 filers" count only managers whose latest book is a 2026 quarter. Related: valuation · options positioning · supply chain. Research, not investment advice.

EvidInvest is an independent research and information tool. Figures are calculated from public SEC filings and third-party market data and are provided for informational and educational purposes only. EvidInvest does not provide investment advice, brokerage, or financial services, and is not affiliated with any company it covers. Verify all figures against primary sources before making any decision.