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Institutional Ownership · SEC Form 13F

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.

56
Institutional holders
20,361,598
Shares held (tracked funds)

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).

FundSharesReported value% of valueQuarter
SEI INVESTMENTS CO added14,939,112$621M71.6%2026-Q1
SUMMIT WEALTH GROUP LLC / CO added2,739,657$114M13.1%2026-Q1
S&T Bank/PA added418,213$17M2.0%2026-Q1
ENVESTNET ASSET MANAGEMENT INC trimmed312,019$13M1.5%2026-Q1
TRUIST FINANCIAL CORP trimmed289,224$12M1.4%2026-Q1
Beacon Pointe Advisors, LLC trimmed272,159$11M1.3%2026-Q1
Cambridge Investment Research Advisors, Inc. added229,696$10M1.1%2026-Q1
Merit Financial Group, LLC added176,464$7M0.8%2026-Q1
K2 Financial Inc. added116,567$5M0.6%2026-Q1
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC trimmed94,822$4M0.5%2026-Q1
Csenge Advisory Group trimmed66,302$3M0.3%2026-Q1
OSAIC HOLDINGS, INC. trimmed57,476$2M0.3%2026-Q1
EXENCIAL WEALTH ADVISORS, LLC added53,237$2M0.3%2026-Q1
Ameritas Advisory Services, LLC trimmed50,076$2M0.2%2026-Q1
Diversified Enterprises, LLC trimmed46,119$2M0.2%2026-Q1
United Advisor Group, LLC added42,899$2M0.2%2026-Q1
COMPASS CAPITAL CORP /MA/ /ADV added38,815$2M0.2%2026-Q1
Apella Capital, LLC trimmed37,875$2M0.2%2026-Q1
CAHILL FINANCIAL ADVISORS INC trimmed39,736$2M0.2%2026-Q1
Perigon Wealth Management, LLC added37,851$2M0.2%2026-Q1
TBH Global Asset Management, LLC added34,706$1M0.2%2026-Q1
LPL Financial LLC added25,102$1M0.1%2026-Q1
Stewardship Advisors, LLC added24,657$1M0.1%2026-Q1
Lynx Investment Advisory trimmed22,278$926K0.1%2026-Q1
Cassady Wealth & Retirement Planning, LLC trimmed20,408$902K0.1%2026-Q1
PRINCIPAL SECURITIES, INC. trimmed16,707$694K0.1%2026-Q1
Sonoma Allocations LLC new15,206$636K0.1%2026-Q1
Stratos Wealth Partners, LTD. trimmed14,140$588K0.1%2026-Q1
SUSQUEHANNA INTERNATIONAL GROUP, LLP trimmed12,619$524K0.1%2026-Q1
UPTICK PARTNERS, LLC new12,035$500K0.1%2026-Q1
Concurrent Investment Advisors, LLC trimmed11,516$479K0.1%2026-Q1
ROYAL BANK OF CANADA added10,086$419K0.0%2026-Q1
LexAurum Advisors, LLC added9,078$377K0.0%2026-Q1
Accelerate Investment Advisors LLC new8,566$356K0.0%2026-Q1
Meriwether Wealth & Planning, LLC8,167$339K0.0%2026-Q1
Cetera Investment Advisers added7,828$325K0.0%2026-Q1
Independent Wealth Network Inc. added5,727$238K0.0%2026-Q1
Accurate Wealth Management, LLC added5,541$235K0.0%2026-Q1
INDEPENDENT FINANCIAL GROUP, LLC5,442$226K0.0%2026-Q1
AIRE ADVISORS, LLC new4,814$200K0.0%2026-Q1
WPG Advisers, LLC trimmed4,286$178K0.0%2026-Q1
Advisory Services Network, LLC added4,168$173K0.0%2026-Q1
Rossby Financial, LCC new3,933$164K0.0%2026-Q1
Whipplewood Advisors, LLC added3,601$150K0.0%2026-Q1
HARBOUR INVESTMENTS, INC. added3,125$127K0.0%2026-Q1
Silver Grove Financial Group, Inc. trimmed2,553$106K0.0%2026-Q1
SILVER OAK SECURITIES, INCORPORATED trimmed2,482$103K0.0%2026-Q1
AdvisorNet Financial, Inc trimmed1,520$63K0.0%2026-Q1
ASSETMARK, INC added1,043$43K0.0%2026-Q1
UBS Group AG added1,017$42K0.0%2026-Q1
CWM, LLC448$19K0.0%2026-Q1
IFP Advisors, Inc246$10K0.0%2026-Q1
MAI Capital Management88$4K0.0%2026-Q1
JPMORGAN CHASE & CO85$3K0.0%2026-Q1
CoreCap Advisors, LLC trimmed60$2K0.0%2026-Q1
MORGAN STANLEY trimmed1$540.0%2026-Q1
Geneos Wealth Management Inc. trimmed106,589$4M0.4%2025-Q2 stale
Yeomans Consulting Group, Inc. new85,421$4M0.4%2025-Q4 stale
Global Retirement Partners, LLC added75,188$3M0.4%2025-Q4 stale
Stark Wealth Management LLC added59,765$2M0.3%2025-Q4 stale
NewEdge Advisors, LLC trimmed57,700$2M0.3%2025-Q4 stale
PETRA FINANCIAL ADVISORS INC added36,063$1M0.2%2025-Q4 stale
Marks Group Wealth Management, Inc new42,610$1M0.2%2025-Q1 stale
CITADEL ADVISORS LLC added20,832$865K0.1%2025-Q4 stale
Wealth Group, Ltd. added9,818$319K0.0%2025-Q1 stale
Binnacle Investments Inc added7,989$311K0.0%2025-Q3 stale
CALTON & ASSOCIATES, INC. trimmed6,915$287K0.0%2025-Q4 stale
MONECO ADVISORS, LLC trimmed5,029$209K0.0%2025-Q4 stale
PARK AVENUE SECURITIES LLC new4,947$205K0.0%2025-Q4 stale
FSA Advisors, Inc. new117,905$164K0.0%2025-Q4 stale
Larson Financial Group LLC2,573$107K0.0%2025-Q4 stale
Kestra Advisory Services, LLC new1,202$50K0.0%2025-Q4 stale
Morton Brown Family Wealth, LLC new1,108$46K0.0%2025-Q4 stale
Cape Investment Advisory, Inc. trimmed520$22K0.0%2025-Q4 stale
ROSS\JOHNSON & Associates LLC new557$18K0.0%2025-Q1 stale
EverSource Wealth Advisors, LLC trimmed350$14K0.0%2025-Q3 stale
Farther Finance Advisors, LLC new280$10K0.0%2025-Q2 stale
US BANCORP \DE\ new271$10K0.0%2025-Q2 stale
Turning Point Benefit Group, Inc. trimmed119$5K0.0%2025-Q4 stale
Johnson Financial Group, Inc. new124$5K0.0%2025-Q3 stale
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO trimmed48$3K0.0%2025-Q4 stale
CONCOURSE FINANCIAL GROUP SECURITIES, INC.00.0%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.

HoldersTotal shares

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.

Learn how to read institutional ownership