Who owns SEI QiM U.S. Large Cap Value Active ETF?
Prices and market caps: Cboe delayed data, at least 15 minutes delayed. Not real-time. Fundamentals from company filings.
Institutional ownership of SEIV from SEC Form 13F filings across 75 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.
As of the 2026-06-30 reporting period, 75 institutions disclosed 20.6M shares of SEI QiM U.S. Large Cap Value Active ETF worth $989.8M — about 108% of shares outstanding; the largest disclosed holder is SEI INVESTMENTS CO. Source: SEC Form 13F filings, parsed by EvidInvest.
75
13F holders
$989.8M
value, 2026 filers
108%
of shares outstanding (20.6M sh)
27
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
| # | Manager | Shares | Value | % of fund | % of co. | Δ shares QoQ |
|---|---|---|---|---|---|---|
| 1 | SEI INVESTMENTS CO | 14.6M | $700.9M | 0.6% | 76.5% | -2.3% |
| 2 | SUMMIT WEALTH GROUP LLC / CO | 3.0M | $145.6M | 12.0% | 15.9% | +10.7% |
| 3 | S&T Bank/PA | 456,582 | $21.9M | 6.6% | 2.4% | +9.2% |
| 4 | ENVESTNET ASSET MANAGEMENT INC | 298,994 | $14.4M | 0.0% | 1.6% | -4.2% |
| 5 | TRUIST FINANCIAL CORP | 282,214 | $13.5M | 0.0% | 1.5% | -2.4% |
| 6 | Beacon Pointe Advisors, LLC | 257,864 | $12.4M | 0.1% | 1.4% | -5.3% |
| 7 | Merit Financial Group, LLC | 243,798 | $11.7M | 0.1% | 1.3% | +38.2% |
| 8 | StoneCrest Wealth Management, Inc.NEW | 200,953 | $9.6M | 3.1% | 1.1% | new |
| 9 | K2 Financial Inc. | 112,470 | $5.4M | 3.8% | 0.6% | -3.5% |
| 10 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 98,943 | $4.8M | 0.0% | 0.5% | +4.3% |
| 11 | TWO SIGMA INVESTMENTS, LPNEW | 93,100 | $4.5M | 0.0% | 0.5% | new |
| 12 | Global Retirement Partners, LLCNEW | 73,903 | $3.5M | 0.1% | 0.4% | new |
| 13 | Csenge Advisory Group | 61,947 | $3.0M | 0.1% | 0.3% | -6.6% |
| 14 | NewEdge Advisors, LLCNEW | 53,793 | $2.6M | 0.0% | 0.3% | new |
| 15 | Diversified Enterprises, LLC | 47,088 | $2.3M | 0.1% | 0.2% | +2.1% |
| 16 | TBH Global Asset Management, LLC | 46,965 | $2.3M | 0.4% | 0.2% | +35.3% |
| 17 | Savant Capital, LLCNEW | 44,836 | $2.3M | 0.0% | 0.2% | new |
| 18 | COMPASS CAPITAL CORP /MA/ /ADV | 44,463 | $2.3M | 0.7% | 0.2% | +14.6% |
| 19 | OSAIC HOLDINGS, INC. | 44,457 | $2.1M | 0.0% | 0.2% | -22.7% |
| 20 | PETRA FINANCIAL ADVISORS INCNEW | 44,357 | $2.1M | 1.0% | 0.2% | new |
| 21 | United Advisor Group, LLC | 40,818 | $2.0M | 0.2% | 0.2% | -4.9% |
| 22 | CAHILL FINANCIAL ADVISORS INC | 36,937 | $1.8M | 0.2% | 0.2% | -7.0% |
| 23 | Perigon Wealth Management, LLC | 36,180 | $1.7M | 0.0% | 0.2% | -4.4% |
| 24 | Apella Capital, LLC | 31,175 | $1.5M | 0.0% | 0.2% | -17.7% |
| 25 | GOLDMAN SACHS GROUP INCNEW | 26,084 | $1.3M | 0.0% | 0.1% | new |
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.