Who owns SEIV
Which tracked institutional funds hold SEIV, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See SEIV company fundamentals →
Ownership as of the 2026-Q2 13F filings (latest filed 2026-08-19). 13F is disclosed up to 45 days after quarter-end, so the most recent quarter fills in over the following weeks.
How the tape is positioned
The tracked-fund tape on SEIV is one-sided between 2026-Q1 and 2026-Q2: 20 added or opened and 6 trimmed or exited — on balance accumulating.
A prompt to read the filings, not a verdict. 13F is a quarter-end snapshot disclosed up to 45 days late; a fund adds or exits for mandate, benchmark, and timing reasons that have nothing to do with a view on the stock. This is a starting question, not a signal to trade.
Conviction spread
SEIV’s largest tracked holder by dollar value, SEI INVESTMENTS CO, sizes it at 0.6% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 0.6pp conviction gap — its largest holder concentrates the name more heavily than the typical one.
Book-share is each fund’s reported value in SEIV divided by its whole reported 13F book, so it is comparable across funds of different sizes and is unaffected by stock splits. A higher share means a fund has committed more of its book to the name — a starting question about conviction, not a verdict or a signal to trade.
Institutional & insider positioning
Between 2026-Q1 and 2026-Q2, across 74 tracked filers holding SEIV, 40 increased or opened the position and 37 reduced or closed it; over the same quarter, there were no open-market insider Form 4s.
This fuses two public signals for the same quarter — how tracked institutions changed their positions and whether insiders bought or sold in the open market. It describes what was filed; it is a starting question, not a verdict or a signal to trade.
New buyers & exits
Funds opening or closing a position in SEIV between the 2026-Q1 and 2026-Q2 13F filings, and the largest changes among funds holding it in both. New buyers and exits are counted on fund presence (split-invariant); adds and trims are measured on reported value.
New buyers 7
- StoneCrest Wealth Management, Inc.$10M
- TWO SIGMA INVESTMENTS, LP$4M
- Global Retirement Partners, LLC$4M
- NewEdge Advisors, LLC$3M
- Savant Capital, LLC$2M
- PETRA FINANCIAL ADVISORS INC$2M
Full exits 3
- Cambridge Investment Research Advisors, Inc.$10M
- EXENCIAL WEALTH ADVISORS, LLC$2M
- FIG FINANCIAL ADVISORY SERVICES INC /ADV$2M
Largest adds
- SEI INVESTMENTS CO$80M
- SUMMIT WEALTH GROUP LLC / CO$32M
- S&T Bank/PA$5M
- Merit Financial Group, LLC$4M
- TRUIST FINANCIAL CORP$2M
- ENVESTNET ASSET MANAGEMENT INC$1M
Largest trims
- Ameritas Advisory Services, LLC$2M
- Sonoma Allocations LLC$310K
- OSAIC HOLDINGS, INC.$256K
Institutional holders
One row per tracked fund, largest reported value first. “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding. Rows marked stale are from an earlier filing than the security’s latest quarter — that fund is absent from the newest snapshot (position exited, or reported under a different name).
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| SEI INVESTMENTS CO trimmed | 14,601,161 | $701M | 69.0% | 2026-Q2 |
| SUMMIT WEALTH GROUP LLC / CO added | 3,033,153 | $146M | 14.3% | 2026-Q2 |
| S&T Bank/PA added | 456,582 | $22M | 2.2% | 2026-Q2 |
| ENVESTNET ASSET MANAGEMENT INC trimmed | 298,994 | $14M | 1.4% | 2026-Q2 |
| TRUIST FINANCIAL CORP trimmed | 282,214 | $14M | 1.3% | 2026-Q2 |
| Beacon Pointe Advisors, LLC trimmed | 257,864 | $12M | 1.2% | 2026-Q2 |
| Merit Financial Group, LLC added | 243,798 | $12M | 1.2% | 2026-Q2 |
| StoneCrest Wealth Management, Inc. new | 200,953 | $10M | 1.0% | 2026-Q2 |
| K2 Financial Inc. trimmed | 112,470 | $5M | 0.5% | 2026-Q2 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC added | 98,943 | $5M | 0.5% | 2026-Q2 |
| TWO SIGMA INVESTMENTS, LP new | 93,100 | $4M | 0.4% | 2026-Q2 |
| Global Retirement Partners, LLC trimmed | 73,903 | $4M | 0.3% | 2026-Q2 |
| Csenge Advisory Group trimmed | 61,947 | $3M | 0.3% | 2026-Q2 |
| NewEdge Advisors, LLC trimmed | 53,793 | $3M | 0.3% | 2026-Q2 |
| Savant Capital, LLC new | 44,836 | $2M | 0.2% | 2026-Q2 |
| Diversified Enterprises, LLC added | 47,088 | $2M | 0.2% | 2026-Q2 |
| TBH Global Asset Management, LLC added | 46,965 | $2M | 0.2% | 2026-Q2 |
| COMPASS CAPITAL CORP /MA/ /ADV added | 44,463 | $2M | 0.2% | 2026-Q2 |
| OSAIC HOLDINGS, INC. trimmed | 44,457 | $2M | 0.2% | 2026-Q2 |
| PETRA FINANCIAL ADVISORS INC added | 44,357 | $2M | 0.2% | 2026-Q2 |
| United Advisor Group, LLC trimmed | 40,818 | $2M | 0.2% | 2026-Q2 |
| CAHILL FINANCIAL ADVISORS INC trimmed | 36,937 | $2M | 0.2% | 2026-Q2 |
| Perigon Wealth Management, LLC trimmed | 36,180 | $2M | 0.2% | 2026-Q2 |
| Apella Capital, LLC trimmed | 31,175 | $1M | 0.1% | 2026-Q2 |
| GOLDMAN SACHS GROUP INC new | 26,084 | $1M | 0.1% | 2026-Q2 |
| UPTICK PARTNERS, LLC added | 24,412 | $1M | 0.1% | 2026-Q2 |
| Stewardship Advisors, LLC trimmed | 23,914 | $1M | 0.1% | 2026-Q2 |
| LPL Financial LLC trimmed | 23,494 | $1M | 0.1% | 2026-Q2 |
| Lynx Investment Advisory trimmed | 21,766 | $1M | 0.1% | 2026-Q2 |
| Cassady Wealth & Retirement Planning, LLC trimmed | 19,577 | $940K | 0.1% | 2026-Q2 |
| PRINCIPAL SECURITIES, INC. added | 17,222 | $827K | 0.1% | 2026-Q2 |
| Stratos Wealth Partners, LTD. added | 15,466 | $742K | 0.1% | 2026-Q2 |
| Concurrent Investment Advisors, LLC trimmed | 10,901 | $523K | 0.1% | 2026-Q2 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP trimmed | 8,737 | $419K | 0.0% | 2026-Q2 |
| LexAurum Advisors, LLC trimmed | 8,565 | $411K | 0.0% | 2026-Q2 |
| Accelerate Investment Advisors LLC trimmed | 8,539 | $410K | 0.0% | 2026-Q2 |
| Meriwether Wealth & Planning, LLC | 8,167 | $392K | 0.0% | 2026-Q2 |
| Independent Wealth Network Inc. added | 7,128 | $342K | 0.0% | 2026-Q2 |
| Sonoma Allocations LLC trimmed | 6,783 | $327K | 0.0% | 2026-Q2 |
| ROYAL BANK OF CANADA trimmed | 6,338 | $304K | 0.0% | 2026-Q2 |
| Lifeworks Advisors, LLC new | 6,080 | $292K | 0.0% | 2026-Q2 |
| Cetera Investment Advisers trimmed | 5,770 | $277K | 0.0% | 2026-Q2 |
| INDEPENDENT FINANCIAL GROUP, LLC | 5,442 | $261K | 0.0% | 2026-Q2 |
| Foundry Financial Group, Inc. new | 4,959 | $238K | 0.0% | 2026-Q2 |
| Kestra Advisory Services, LLC added | 4,810 | $231K | 0.0% | 2026-Q2 |
| AIRE ADVISORS, LLC trimmed | 4,772 | $229K | 0.0% | 2026-Q2 |
| Valmark Advisers, Inc. new | 4,677 | $224K | 0.0% | 2026-Q2 |
| Advisory Services Network, LLC added | 4,545 | $218K | 0.0% | 2026-Q2 |
| Rossby Financial, LCC added | 4,416 | $212K | 0.0% | 2026-Q2 |
| Summit Financial, LLC new | 4,380 | $210K | 0.0% | 2026-Q2 |
| CALTON & ASSOCIATES, INC. trimmed | 4,322 | $207K | 0.0% | 2026-Q2 |
| Meridian Wealth Management, LLC new | 4,270 | $205K | 0.0% | 2026-Q2 |
| MERCER GLOBAL ADVISORS INC /ADV new | 4,174 | $200K | 0.0% | 2026-Q2 |
| WPG Advisers, LLC trimmed | 3,992 | $192K | 0.0% | 2026-Q2 |
| HARBOUR INVESTMENTS, INC. trimmed | 3,071 | $147K | 0.0% | 2026-Q2 |
| AdvisorNet Financial, Inc added | 2,857 | $137K | 0.0% | 2026-Q2 |
| Continuum Advisory, LLC trimmed | 2,689 | $129K | 0.0% | 2026-Q2 |
| Silver Grove Financial Group, Inc. trimmed | 2,402 | $115K | 0.0% | 2026-Q2 |
| Whipplewood Advisors, LLC trimmed | 1,862 | $89K | 0.0% | 2026-Q2 |
| Synergy Investment Management, LLC new | 1,555 | $76K | 0.0% | 2026-Q2 |
| WELLS FARGO & COMPANY/MN new | 1,476 | $71K | 0.0% | 2026-Q2 |
| ASSETMARK, INC | 1,043 | $50K | 0.0% | 2026-Q2 |
| TOP Private Wealth LLC. new | 597 | $29K | 0.0% | 2026-Q2 |
| FIDUCIARY FINANCIAL ADVISORS new | 586 | $28K | 0.0% | 2026-Q2 |
| Cape Investment Advisory, Inc. trimmed | 462 | $22K | 0.0% | 2026-Q2 |
| Blue Trust, Inc. new | 365 | $18K | 0.0% | 2026-Q2 |
| JONES FINANCIAL COMPANIES LLLP new | 256 | $12K | 0.0% | 2026-Q2 |
| COMPASS FINANCIAL MANAGEMENT LLC new | 250 | $12K | 0.0% | 2026-Q2 |
| IFP Advisors, Inc | 246 | $12K | 0.0% | 2026-Q2 |
| AMERIFLEX GROUP, INC. new | 234 | $11K | 0.0% | 2026-Q2 |
| JPMORGAN CHASE & CO | 85 | $4K | 0.0% | 2026-Q2 |
| CoreCap Advisors, LLC | 60 | $3K | 0.0% | 2026-Q2 |
| HORIZON FINANCIAL SERVICES, LLC new | 40 | $2K | 0.0% | 2026-Q2 |
| Ameritas Advisory Services, LLC trimmed | 15 | $720 | 0.0% | 2026-Q2 |
| Cambridge Investment Research Advisors, Inc. added | 229,696 | $10M | 0.9% | 2026-Q1 stale (1 quarter behind) |
| EXENCIAL WEALTH ADVISORS, LLC added | 53,237 | $2M | 0.2% | 2026-Q1 stale (1 quarter behind) |
| FIG FINANCIAL ADVISORY SERVICES INC /ADV new | 38,819 | $2M | 0.2% | 2026-Q1 stale (1 quarter behind) |
| Accurate Wealth Management, LLC added | 5,541 | $235K | 0.0% | 2026-Q1 stale (1 quarter behind) |
| SILVER OAK SECURITIES, INCORPORATED trimmed | 2,482 | $103K | 0.0% | 2026-Q1 stale (1 quarter behind) |
| UBS Group AG added | 1,017 | $42K | 0.0% | 2026-Q1 stale (1 quarter behind) |
| CWM, LLC | 448 | $19K | 0.0% | 2026-Q1 stale (1 quarter behind) |
| MAI Capital Management | 88 | $4K | 0.0% | 2026-Q1 stale (1 quarter behind) |
| MORGAN STANLEY trimmed | 1 | $54 | 0.0% | 2026-Q1 stale (1 quarter behind) |
| Yeomans Consulting Group, Inc. new | 85,421 | $4M | 0.3% | 2025-Q4 stale (2 quarters behind) |
| Stark Wealth Management LLC added | 59,765 | $2M | 0.2% | 2025-Q4 stale (2 quarters behind) |
| CITADEL ADVISORS LLC added | 20,832 | $865K | 0.1% | 2025-Q4 stale (2 quarters behind) |
| MONECO ADVISORS, LLC new | 5,029 | $209K | 0.0% | 2025-Q4 stale (2 quarters behind) |
| PARK AVENUE SECURITIES LLC new | 4,947 | $205K | 0.0% | 2025-Q4 stale (2 quarters behind) |
| FSA Advisors, Inc. new | 117,905 | $164K | 0.0% | 2025-Q4 stale (2 quarters behind) |
| Larson Financial Group LLC | 2,573 | $107K | 0.0% | 2025-Q4 stale (2 quarters behind) |
| Morton Brown Family Wealth, LLC new | 1,108 | $46K | 0.0% | 2025-Q4 stale (2 quarters behind) |
| Turning Point Benefit Group, Inc. trimmed | 119 | $5K | 0.0% | 2025-Q4 stale (2 quarters behind) |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO trimmed | 48 | $3K | 0.0% | 2025-Q4 stale (2 quarters behind) |
| Binnacle Investments Inc added | 7,989 | $311K | 0.0% | 2025-Q3 stale (3 quarters behind) |
| EverSource Wealth Advisors, LLC trimmed | 350 | $14K | 0.0% | 2025-Q3 stale (3 quarters behind) |
| Johnson Financial Group, Inc. new | 124 | $5K | 0.0% | 2025-Q3 stale (3 quarters behind) |
| Geneos Wealth Management Inc. trimmed | 106,589 | $4M | 0.4% | 2025-Q2 stale (4 quarters behind) |
| Farther Finance Advisors, LLC new | 280 | $10K | 0.0% | 2025-Q2 stale (4 quarters behind) |
| US BANCORP \DE\ new | 271 | $10K | 0.0% | 2025-Q2 stale (4 quarters behind) |
| CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 0 | — | 0.0% | 2025-Q2 stale (4 quarters behind) |
Ownership over time
Tracked institutional holder count and total shares held by filing quarter (independent scales). The curated-era tail and any mid-ingest latest quarter are handled honestly — a partial quarter is not drawn as a collapse.
Reading this table
Funds hold the same stock for different reasons — an index fund “holds” almost everything, an active manager sizes a name to a mandate and a benchmark, and each fund entered at its own price and time. Because 13F is filed up to 45 days after quarter-end, every row is a backward-looking snapshot; a manager may have traded since. Share-class siblings (a company’s A and C shares) are rolled up to one line so a dual-class name is never double-counted. Compare like-for-like. A large holder is not an endorsement, and a fund exiting is not a warning — this is a starting question, not a verdict.
About 13F filings
A Form 13F is a quarterly disclosure that institutional investment managers with over $100 million in US-listed equities must file with the SEC. In plain English: it is a snapshot of the long stock positions a fund held at the end of a quarter. It covers long US-listed equities only — not short positions, options, cash, or private holdings — and the funds shown are the large sample we track, not the complete 13F universe.