SEI ENHANCED US LARGE CAP MO (SEIM) Institutional Shareholders
SEI ENHANCED US LARGE CAP MO (SEIM) is currently reported in institutional portfolios tracked by InsiderSet based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026. The institutional investors covered on this page collectively reported approximately $1.03B in SEIM holdings during the latest filing period.
Sei Investments Co is currently the largest disclosed institutional shareholder of SEIM tracked by InsiderSet, reporting ownership valued at approximately $720.99M in its June 30, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $683.24M, representing an estimated loss of -5.24% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 96% of the total disclosed SEIM value among the investors covered in this analysis. Major shareholders include Sei Investments Co, Summit Wealth Group Llc / Co, Merit Financial Group, Llc, and several other long-term asset managers with concentrated positions in SEI ENHANCED US LARGE CAP MO (SEIM).
This page ranks the largest institutional SEIM shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
71
Total Reported Value
$1.03B
Largest Holder
Sei Investments Co
Largest Position
$720.99M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
80
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Sei Investments Co | 0.64% | 12,840,416 | $720,990,948 | $683,238,535 | -$37,752,413 | -5.24% | |
| Summit Wealth Group Llc / Co | 12.33% | 2,653,233 | $148,979,041 | $141,178,528 | -$7,800,513 | -5.24% | |
| Merit Financial Group, Llc | 0.23% | 652,788 | $36,654,046 | $34,734,849 | -$1,919,197 | -5.24% | |
| S&T Bank/Pa | 6.75% | 400,776 | $22,503,572 | $21,325,291 | -$1,178,281 | -5.24% | |
| Envestnet Asset Management Inc | 0.00% | 263,267 | $14,782,437 | $14,008,437 | -$774,000 | -5.24% | |
| Truist Financial Corp | 0.02% | 247,867 | $13,917,744 | $13,189,003 | -$728,741 | -5.24% | |
| Beacon Pointe Advisors, Llc | 0.06% | 227,454 | $12,771,543 | $12,102,827 | -$668,716 | -5.24% | |
| K2 Financial Inc. | 3.80% | 98,882 | $5,382,147 | $5,261,511 | -$120,636 | -2.24% | |
| Wealth Enhancement Advisory Services, Llc | 0.01% | 83,333 | $4,577,690 | $4,434,149 | -$143,541 | -3.14% | |
| Meriwether Wealth & Planning, Llc | 1.54% | 55,153 | $3,096,841 | $2,934,691 | -$162,150 | -5.24% | |
| Csenge Advisory Group | 0.12% | 54,631 | $3,067,531 | $2,906,916 | -$160,615 | -5.24% | |
| Perigon Wealth Management, Llc | 0.04% | 49,916 | $2,802,783 | $2,656,030 | -$146,753 | -5.24% | |
| Newedge Advisors, Llc | 0.01% | 47,709 | $2,678,860 | $2,538,596 | -$140,264 | -5.24% | |
| Diversified Enterprises, Llc | 0.11% | 41,413 | $2,325,340 | $2,203,586 | -$121,754 | -5.24% | |
| Savant Capital, Llc | 0.01% | 40,371 | $2,232,113 | $2,148,141 | -$83,972 | -3.76% | |
| Exencial Wealth Advisors, Llc | 0.07% | 47,752 | $2,175,104 | $2,540,884 | +$365,780 | +16.82% | |
| Petra Financial Advisors Inc | 1.01% | 38,729 | $2,174,633 | $2,060,770 | -$113,863 | -5.24% | |
| Compass Capital Corp | 0.70% | 38,579 | $2,135,733 | $2,052,789 | -$82,944 | -3.88% | |
| United Advisor Group, Llc | 0.22% | 36,093 | $2,026,622 | $1,920,509 | -$106,113 | -5.24% | |
| Cahill Financial Advisors Inc | 0.17% | 32,371 | $1,817,632 | $1,722,461 | -$95,171 | -5.24% | |
| Apella Capital, Llc | 0.02% | 27,813 | $1,495,227 | $1,479,930 | -$15,297 | -1.02% | |
| Independent Wealth Network Inc. | 0.32% | 22,474 | $1,261,922 | $1,195,842 | -$66,080 | -5.24% | |
| Lpl Financial Llc | 0.00% | 21,269 | $1,194,254 | $1,131,723 | -$62,531 | -5.24% | |
| Stewardship Advisors, Llc | 0.24% | 20,915 | $1,174,377 | $1,112,887 | -$61,490 | -5.24% | |
| Lynx Investment Advisory | 0.32% | 17,665 | $991,890 | $939,955 | -$51,935 | -5.24% | |
| Cassady Wealth & Retirement Planning, Llc | 0.45% | 17,166 | $963,871 | $913,403 | -$50,468 | -5.24% | |
| Osaic Holdings, Inc. | 0.00% | 15,564 | $874,019 | $828,160 | -$45,859 | -5.25% | |
| Citadel Advisors Llc | 0.00% | 15,241 | $855,782 | $810,974 | -$44,808 | -5.24% | |
| Principal Securities, Inc. | 0.01% | 15,187 | $852,750 | $808,100 | -$44,650 | -5.24% | |
| Cetera Investment Advisers | 0.00% | 14,753 | $828,373 | $785,007 | -$43,366 | -5.24% | |
| Stratos Wealth Partners, Ltd. | 0.01% | 13,725 | $770,659 | $730,307 | -$40,352 | -5.24% | |
| Concurrent Investment Advisors, Llc | 0.00% | 9,701 | $544,711 | $516,190 | -$28,521 | -5.24% | |
| Accelerate Investment Advisors Llc | 0.25% | 7,816 | $438,868 | $415,889 | -$22,979 | -5.24% | |
| Royal Bank Of Canada | 0.00% | 7,752 | $435,000 | $412,484 | -$22,516 | -5.18% | |
| Lexaurum Advisors, Llc | 0.05% | 7,539 | $423,315 | $401,150 | -$22,165 | -5.24% | |
| Investmark Advisory Group Llc | 0.15% | 7,190 | $403,711 | $382,580 | -$21,131 | -5.23% | |
| Morgan Stanley | 0.00% | 6,025 | $338,305 | $320,590 | -$17,715 | -5.24% | |
| Oneascent Financial Services Llc | 0.02% | 5,997 | $336,732 | $319,100 | -$17,632 | -5.24% | |
| Ubs Group Ag | 0.00% | 5,684 | $319,157 | $302,446 | -$16,711 | -5.24% | |
| Lifeworks Advisors, Llc | 0.03% | 5,492 | $308,400 | $292,229 | -$16,171 | -5.24% | |
| Valmark Advisers, Inc. | 0.00% | 4,880 | $274,012 | $259,665 | -$14,347 | -5.24% | |
| Susquehanna International Group, Llp | 0.00% | 4,475 | $251,271 | $238,115 | -$13,156 | -5.24% | |
| Foundry Financial Group, Inc. | 0.10% | 4,285 | $240,603 | $228,005 | -$12,598 | -5.24% | |
| Summit Financial, Llc | 0.00% | 3,935 | $220,950 | $209,381 | -$11,569 | -5.24% | |
| Advisory Services Network, Llc | 0.00% | 3,928 | $220,557 | $209,009 | -$11,548 | -5.24% | |
| Park Avenue Securities Llc | 0.00% | 3,926 | $220,000 | $208,902 | -$11,098 | -5.04% | |
| Rossby Financial, Lcc | 0.04% | 3,864 | $216,964 | $205,603 | -$11,361 | -5.24% | |
| Calton & Associates, Inc. | 0.03% | 3,754 | $210,787 | $199,750 | -$11,037 | -5.24% | |
| Meridian Wealth Management, Llc | 0.01% | 3,701 | $207,811 | $196,930 | -$10,881 | -5.24% | |
| Mercer Global Advisors Inc | 0.00% | 3,633 | $203,993 | $193,312 | -$10,681 | -5.24% |
Frequently asked questions about SEIM
Who owns the most SEIM stock?
The largest holders of SEIM are typically major institutional investors such as asset managers and hedge funds reporting on Form 13F. The table above ranks tracked superinvestors by reported position size using the latest available filings for SEI ENHANCED US LARGE CAP MO (SEIM).
Is SEIM widely held by superinvestors?
Many widely followed stocks like SEIM appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly SEIM is represented among the institutional managers we track.
What do “Current Estimated Value”, “Gain/loss Since Filing”, and “Estimated Portfolio Performance” mean?
Current Estimated Value is reported share quantity from the latest 13F times our most recent split-adjusted U.S. session close. Gain/loss Since Filing is that estimate minus the reported 13F dollar value; Estimated Portfolio Performance is that difference as a percent of the reported value. Green means the estimate is above the filing value; red means below (not purchase cost). If many filers share the same implied filing price per share, the performance % may match across rows. These are not official fund marks or live quotes.