Who owns SEIV (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-Q1 13F filings. 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
9 tracked funds added or opened SEIV while 10 trimmed or exited it between 2025-Q4 and 2026-Q1 — the tape is split. When large holders disagree on a name, the funds moving first are sometimes ahead of the story.
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 0.5pp 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 2025-Q4 and 2026-Q1, across 56 tracked filers holding SEIV, 28 increased or opened the position and 38 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 2025-Q4 and 2026-Q1 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 2
- Sonoma Allocations LLC$636K
- UPTICK PARTNERS, LLC$500K
Full exits 6
- Yeomans Consulting Group, Inc.$4M
- Global Retirement Partners, LLC$3M
- Stark Wealth Management LLC$2M
- NewEdge Advisors, LLC$2M
- PETRA FINANCIAL ADVISORS INC$1M
- CITADEL ADVISORS LLC$865K
Largest adds
- SUMMIT WEALTH GROUP LLC / CO$22M
- SEI INVESTMENTS CO$9M
- Merit Financial Group, LLC$3M
- S&T Bank/PA$2M
- Cambridge Investment Research Advisors, Inc.$1M
- COMPASS CAPITAL CORP /MA/ /ADV$379K
Largest trims
- OSAIC HOLDINGS, INC.$21M
- SUSQUEHANNA INTERNATIONAL GROUP, LLP$748K
- WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$692K
- CAHILL FINANCIAL ADVISORS INC$490K
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 added | 14,939,112 | $621M | 71.6% | 2026-Q1 |
| SUMMIT WEALTH GROUP LLC / CO added | 2,739,657 | $114M | 13.1% | 2026-Q1 |
| S&T Bank/PA added | 418,213 | $17M | 2.0% | 2026-Q1 |
| ENVESTNET ASSET MANAGEMENT INC trimmed | 312,019 | $13M | 1.5% | 2026-Q1 |
| TRUIST FINANCIAL CORP trimmed | 289,224 | $12M | 1.4% | 2026-Q1 |
| Beacon Pointe Advisors, LLC trimmed | 272,159 | $11M | 1.3% | 2026-Q1 |
| Cambridge Investment Research Advisors, Inc. added | 229,696 | $10M | 1.1% | 2026-Q1 |
| Merit Financial Group, LLC added | 176,464 | $7M | 0.8% | 2026-Q1 |
| K2 Financial Inc. added | 116,567 | $5M | 0.6% | 2026-Q1 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC trimmed | 94,822 | $4M | 0.5% | 2026-Q1 |
| Csenge Advisory Group trimmed | 66,302 | $3M | 0.3% | 2026-Q1 |
| OSAIC HOLDINGS, INC. trimmed | 57,476 | $2M | 0.3% | 2026-Q1 |
| EXENCIAL WEALTH ADVISORS, LLC added | 53,237 | $2M | 0.3% | 2026-Q1 |
| Ameritas Advisory Services, LLC trimmed | 50,076 | $2M | 0.2% | 2026-Q1 |
| Diversified Enterprises, LLC trimmed | 46,119 | $2M | 0.2% | 2026-Q1 |
| United Advisor Group, LLC added | 42,899 | $2M | 0.2% | 2026-Q1 |
| COMPASS CAPITAL CORP /MA/ /ADV added | 38,815 | $2M | 0.2% | 2026-Q1 |
| Apella Capital, LLC trimmed | 37,875 | $2M | 0.2% | 2026-Q1 |
| CAHILL FINANCIAL ADVISORS INC trimmed | 39,736 | $2M | 0.2% | 2026-Q1 |
| Perigon Wealth Management, LLC added | 37,851 | $2M | 0.2% | 2026-Q1 |
| TBH Global Asset Management, LLC added | 34,706 | $1M | 0.2% | 2026-Q1 |
| LPL Financial LLC added | 25,102 | $1M | 0.1% | 2026-Q1 |
| Stewardship Advisors, LLC added | 24,657 | $1M | 0.1% | 2026-Q1 |
| Lynx Investment Advisory trimmed | 22,278 | $926K | 0.1% | 2026-Q1 |
| Cassady Wealth & Retirement Planning, LLC trimmed | 20,408 | $902K | 0.1% | 2026-Q1 |
| PRINCIPAL SECURITIES, INC. trimmed | 16,707 | $694K | 0.1% | 2026-Q1 |
| Sonoma Allocations LLC new | 15,206 | $636K | 0.1% | 2026-Q1 |
| Stratos Wealth Partners, LTD. trimmed | 14,140 | $588K | 0.1% | 2026-Q1 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP trimmed | 12,619 | $524K | 0.1% | 2026-Q1 |
| UPTICK PARTNERS, LLC new | 12,035 | $500K | 0.1% | 2026-Q1 |
| Concurrent Investment Advisors, LLC trimmed | 11,516 | $479K | 0.1% | 2026-Q1 |
| ROYAL BANK OF CANADA added | 10,086 | $419K | 0.0% | 2026-Q1 |
| LexAurum Advisors, LLC added | 9,078 | $377K | 0.0% | 2026-Q1 |
| Accelerate Investment Advisors LLC new | 8,566 | $356K | 0.0% | 2026-Q1 |
| Meriwether Wealth & Planning, LLC | 8,167 | $339K | 0.0% | 2026-Q1 |
| Cetera Investment Advisers added | 7,828 | $325K | 0.0% | 2026-Q1 |
| Independent Wealth Network Inc. added | 5,727 | $238K | 0.0% | 2026-Q1 |
| Accurate Wealth Management, LLC added | 5,541 | $235K | 0.0% | 2026-Q1 |
| INDEPENDENT FINANCIAL GROUP, LLC | 5,442 | $226K | 0.0% | 2026-Q1 |
| AIRE ADVISORS, LLC new | 4,814 | $200K | 0.0% | 2026-Q1 |
| WPG Advisers, LLC trimmed | 4,286 | $178K | 0.0% | 2026-Q1 |
| Advisory Services Network, LLC added | 4,168 | $173K | 0.0% | 2026-Q1 |
| Rossby Financial, LCC new | 3,933 | $164K | 0.0% | 2026-Q1 |
| Whipplewood Advisors, LLC added | 3,601 | $150K | 0.0% | 2026-Q1 |
| HARBOUR INVESTMENTS, INC. added | 3,125 | $127K | 0.0% | 2026-Q1 |
| Silver Grove Financial Group, Inc. trimmed | 2,553 | $106K | 0.0% | 2026-Q1 |
| SILVER OAK SECURITIES, INCORPORATED trimmed | 2,482 | $103K | 0.0% | 2026-Q1 |
| AdvisorNet Financial, Inc trimmed | 1,520 | $63K | 0.0% | 2026-Q1 |
| ASSETMARK, INC added | 1,043 | $43K | 0.0% | 2026-Q1 |
| UBS Group AG added | 1,017 | $42K | 0.0% | 2026-Q1 |
| CWM, LLC | 448 | $19K | 0.0% | 2026-Q1 |
| IFP Advisors, Inc | 246 | $10K | 0.0% | 2026-Q1 |
| MAI Capital Management | 88 | $4K | 0.0% | 2026-Q1 |
| JPMORGAN CHASE & CO | 85 | $3K | 0.0% | 2026-Q1 |
| CoreCap Advisors, LLC trimmed | 60 | $2K | 0.0% | 2026-Q1 |
| MORGAN STANLEY trimmed | 1 | $54 | 0.0% | 2026-Q1 |
| Geneos Wealth Management Inc. trimmed | 106,589 | $4M | 0.4% | 2025-Q2 stale |
| Yeomans Consulting Group, Inc. new | 85,421 | $4M | 0.4% | 2025-Q4 stale |
| Global Retirement Partners, LLC added | 75,188 | $3M | 0.4% | 2025-Q4 stale |
| Stark Wealth Management LLC added | 59,765 | $2M | 0.3% | 2025-Q4 stale |
| NewEdge Advisors, LLC trimmed | 57,700 | $2M | 0.3% | 2025-Q4 stale |
| PETRA FINANCIAL ADVISORS INC added | 36,063 | $1M | 0.2% | 2025-Q4 stale |
| Marks Group Wealth Management, Inc new | 42,610 | $1M | 0.2% | 2025-Q1 stale |
| CITADEL ADVISORS LLC added | 20,832 | $865K | 0.1% | 2025-Q4 stale |
| Wealth Group, Ltd. added | 9,818 | $319K | 0.0% | 2025-Q1 stale |
| Binnacle Investments Inc added | 7,989 | $311K | 0.0% | 2025-Q3 stale |
| CALTON & ASSOCIATES, INC. trimmed | 6,915 | $287K | 0.0% | 2025-Q4 stale |
| MONECO ADVISORS, LLC trimmed | 5,029 | $209K | 0.0% | 2025-Q4 stale |
| PARK AVENUE SECURITIES LLC new | 4,947 | $205K | 0.0% | 2025-Q4 stale |
| FSA Advisors, Inc. new | 117,905 | $164K | 0.0% | 2025-Q4 stale |
| Larson Financial Group LLC | 2,573 | $107K | 0.0% | 2025-Q4 stale |
| Kestra Advisory Services, LLC new | 1,202 | $50K | 0.0% | 2025-Q4 stale |
| Morton Brown Family Wealth, LLC new | 1,108 | $46K | 0.0% | 2025-Q4 stale |
| Cape Investment Advisory, Inc. trimmed | 520 | $22K | 0.0% | 2025-Q4 stale |
| ROSS\JOHNSON & Associates LLC new | 557 | $18K | 0.0% | 2025-Q1 stale |
| EverSource Wealth Advisors, LLC trimmed | 350 | $14K | 0.0% | 2025-Q3 stale |
| Farther Finance Advisors, LLC new | 280 | $10K | 0.0% | 2025-Q2 stale |
| US BANCORP \DE\ new | 271 | $10K | 0.0% | 2025-Q2 stale |
| Turning Point Benefit Group, Inc. trimmed | 119 | $5K | 0.0% | 2025-Q4 stale |
| Johnson Financial Group, Inc. new | 124 | $5K | 0.0% | 2025-Q3 stale |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO trimmed | 48 | $3K | 0.0% | 2025-Q4 stale |
| CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 0 | — | 0.0% | 2025-Q2 stale |
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.