SEIM Institutional Ownership & Shareholders
SEI ENHANCED US LARGE CAP MO (SEIM) is currently held by 71 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $1.04B based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
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 $653.19M, representing an estimated loss of -9.40% 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
$1.04B
Largest Holder
Sei Investments Co
Largest Position
$720.99M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
83
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 | $653,191,962 | -$67,798,986 | -9.40% | |
| Summit Wealth Group Llc / Co | 10.72% | 3,150,836 | $169,420,456 | $160,283,027 | -$9,137,429 | -5.39% | |
| Merit Financial Group, Llc | 0.23% | 652,788 | $36,654,046 | $33,207,326 | -$3,446,720 | -9.40% | |
| S&T Bank/Pa | 6.75% | 400,776 | $22,503,572 | $20,387,475 | -$2,116,097 | -9.40% | |
| Envestnet Asset Management Inc | 0.00% | 263,267 | $14,782,437 | $13,392,392 | -$1,390,045 | -9.40% | |
| Beacon Pointe Advisors, Llc | 0.06% | 227,454 | $12,771,543 | $11,570,585 | -$1,200,958 | -9.40% | |
| Truist Financial Corp | 0.01% | 223,950 | $12,041,783 | $11,392,337 | -$649,447 | -5.39% | |
| K2 Financial Inc. | 3.57% | 93,915 | $5,144,664 | $4,777,456 | -$367,208 | -7.14% | |
| Wealth Enhancement Advisory Services, Llc | 0.01% | 79,020 | $4,312,912 | $4,019,747 | -$293,165 | -6.80% | |
| Meriwether Wealth & Planning, Llc | 1.45% | 59,864 | $3,218,887 | $3,045,282 | -$173,605 | -5.39% | |
| Diversified Enterprises, Llc | 0.15% | 58,594 | $3,150,599 | $2,980,677 | -$169,922 | -5.39% | |
| Csenge Advisory Group | 0.12% | 54,631 | $3,067,531 | $2,779,079 | -$288,452 | -9.40% | |
| Newedge Advisors, Llc | 0.01% | 47,709 | $2,678,860 | $2,426,957 | -$251,903 | -9.40% | |
| Perigon Wealth Management, Llc | 0.04% | 47,032 | $2,528,917 | $2,392,518 | -$136,399 | -5.39% | |
| Savant Capital, Llc | 0.01% | 40,371 | $2,232,113 | $2,053,673 | -$178,440 | -7.99% | |
| Exencial Wealth Advisors, Llc | 0.07% | 47,752 | $2,175,104 | $2,429,144 | +$254,040 | +11.68% | |
| Petra Financial Advisors Inc | 1.01% | 38,729 | $2,174,633 | $1,970,144 | -$204,489 | -9.40% | |
| Compass Capital Corp | 0.70% | 38,579 | $2,135,733 | $1,962,514 | -$173,219 | -8.11% | |
| United Advisor Group, Llc | 0.22% | 36,093 | $2,026,622 | $1,836,051 | -$190,571 | -9.40% | |
| Cahill Financial Advisors Inc | 0.17% | 32,371 | $1,817,632 | $1,646,713 | -$170,919 | -9.40% | |
| Independent Wealth Network Inc. | 0.41% | 30,395 | $1,634,317 | $1,546,194 | -$88,123 | -5.39% | |
| Lpl Financial Llc | 0.00% | 21,269 | $1,194,254 | $1,081,954 | -$112,300 | -9.40% | |
| Stewardship Advisors, Llc | 0.23% | 20,523 | $1,103,522 | $1,044,005 | -$59,517 | -5.39% | |
| Cassady Wealth & Retirement Planning, Llc | 0.45% | 17,166 | $963,871 | $873,234 | -$90,637 | -9.40% | |
| Lynx Investment Advisory | 0.30% | 16,774 | $901,938 | $853,293 | -$48,645 | -5.39% | |
| Osaic Holdings, Inc. | 0.00% | 15,564 | $874,019 | $791,741 | -$82,278 | -9.41% | |
| Citadel Advisors Llc | 0.00% | 15,241 | $855,782 | $775,310 | -$80,472 | -9.40% | |
| Principal Securities, Inc. | 0.01% | 15,187 | $852,750 | $772,563 | -$80,187 | -9.40% | |
| Cetera Investment Advisers | 0.00% | 14,753 | $828,373 | $750,485 | -$77,888 | -9.40% | |
| Stratos Wealth Partners, Ltd. | 0.01% | 13,725 | $770,659 | $698,191 | -$72,468 | -9.40% | |
| Lexaurum Advisors, Llc | 0.08% | 13,859 | $745,198 | $705,007 | -$40,191 | -5.39% | |
| Foundry Financial Group, Inc. | 0.24% | 10,949 | $588,728 | $556,976 | -$31,752 | -5.39% | |
| First National Trust Co | 0.02% | 10,795 | $580,447 | $549,142 | -$31,305 | -5.39% | |
| Concurrent Investment Advisors, Llc | 0.00% | 8,915 | $479,360 | $453,506 | -$25,854 | -5.39% | |
| Investmark Advisory Group Llc | 0.15% | 8,754 | $470,714 | $445,316 | -$25,398 | -5.40% | |
| Royal Bank Of Canada | 0.00% | 7,752 | $435,000 | $394,344 | -$40,656 | -9.35% | |
| Accelerate Investment Advisors Llc | 0.23% | 7,680 | $412,954 | $390,682 | -$22,272 | -5.39% | |
| Retireful, Llc | 0.34% | 7,385 | $397,091 | $375,675 | -$21,416 | -5.39% | |
| Morgan Stanley | 0.00% | 6,025 | $338,305 | $306,492 | -$31,813 | -9.40% | |
| Oneascent Financial Services Llc | 0.02% | 5,997 | $336,732 | $305,067 | -$31,665 | -9.40% | |
| Ubs Group Ag | 0.00% | 5,684 | $319,157 | $289,145 | -$30,012 | -9.40% | |
| Lifeworks Advisors, Llc | 0.03% | 5,492 | $308,400 | $279,378 | -$29,022 | -9.41% | |
| Valmark Advisers, Inc. | 0.00% | 4,880 | $274,012 | $248,246 | -$25,766 | -9.40% | |
| Apella Capital, Llc | 0.00% | 4,985 | $273,527 | $253,587 | -$19,940 | -7.29% | |
| Susquehanna International Group, Llp | 0.00% | 4,475 | $251,271 | $227,643 | -$23,628 | -9.40% | |
| Summit Financial, Llc | 0.00% | 3,935 | $220,950 | $200,173 | -$20,777 | -9.40% | |
| Advisory Services Network, Llc | 0.00% | 3,928 | $220,557 | $199,817 | -$20,740 | -9.40% | |
| Rossby Financial, Lcc | 0.04% | 3,864 | $216,964 | $196,562 | -$20,402 | -9.40% | |
| Calton & Associates, Inc. | 0.03% | 3,754 | $210,787 | $190,966 | -$19,821 | -9.40% | |
| Meridian Wealth Management, Llc | 0.01% | 3,701 | $207,811 | $188,270 | -$19,541 | -9.40% |
Frequently asked questions about SEIM
Who are the largest institutional holders of SEIM?
The largest institutional holders of SEIM reported in the latest SEC Form 13F filings include Sei Investments Co, Summit Wealth Group Llc / Co, Merit Financial Group, Llc, S&T Bank/Pa, and Envestnet Asset Management Inc. InsiderSet ranks institutional holders by their latest reported SEIM position.
What is SEIM institutional ownership?
This page tracks SEIM positions reported by institutional investment managers through SEC Form 13F. SEI ENHANCED US LARGE CAP MO (SEIM) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own SEIM?
InsiderSet currently tracks 71 institutional managers reporting SEIM holdings in the latest available 13F data. This count reflects institutions included in the SEC Form 13F filings analyzed by InsiderSet and should not be interpreted as the total number of SEIM shareholders.
How much SEIM stock do institutions own?
Institutional investment managers disclosed approximately $1.04B in SEIM holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was SEIM institutional ownership last updated?
The latest SEIM institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended June 30, 2026. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time institutional holdings.
Are institutional SEIM holdings real-time?
No. Form 13F data is not real-time. It represents positions reported by institutional investment managers as of the end of the reporting quarter. An institution may have changed its SEIM position after the reporting date.
Are institutions buying or selling SEIM?
Institutional buying and selling can be analyzed by comparing SEIM positions across consecutive 13F reporting periods. InsiderSet's SEIM Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View SEIM ownership changes.
How has SEIM institutional ownership changed over time?
InsiderSet tracks SEIM institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.