SEIV Institutional Ownership & Shareholders
SEI ENHANCED US LRG CAP VAL (SEIV) is currently held by 74 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $999.23M 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 SEIV tracked by InsiderSet, reporting ownership valued at approximately $700.86M 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 $726.99M, representing an estimated gain of +3.73% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 95% of the total disclosed SEIV value among the investors covered in this analysis. Major shareholders include Sei Investments Co, Summit Wealth Group Llc / Co, S&T Bank/Pa, and several other long-term asset managers with concentrated positions in SEI ENHANCED US LRG CAP VAL (SEIV).
This page ranks the largest institutional SEIV 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
74
Total Reported Value
$999.23M
Largest Holder
Sei Investments Co
Largest Position
$700.86M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
90
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Sei Investments Co | 0.62% | 14,601,161 | $700,855,938 | $726,991,806 | +$26,135,868 | +3.73% | |
| Summit Wealth Group Llc / Co | 10.00% | 3,219,245 | $158,032,757 | $160,286,209 | +$2,253,452 | +1.43% | |
| S&T Bank/Pa | 6.58% | 456,582 | $21,915,936 | $22,733,218 | +$817,282 | +3.73% | |
| Envestnet Asset Management Inc | 0.00% | 298,994 | $14,351,722 | $14,886,911 | +$535,189 | +3.73% | |
| Beacon Pointe Advisors, Llc | 0.06% | 257,864 | $12,377,472 | $12,839,049 | +$461,577 | +3.73% | |
| Truist Financial Corp | 0.01% | 248,644 | $12,205,945 | $12,379,985 | +$174,040 | +1.43% | |
| Merit Financial Group, Llc | 0.07% | 243,798 | $11,702,304 | $12,138,702 | +$436,398 | +3.73% | |
| Stonecrest Wealth Management, Inc. | 3.08% | 200,953 | $9,645,744 | $10,005,450 | +$359,706 | +3.73% | |
| K2 Financial Inc. | 3.53% | 102,124 | $5,094,966 | $5,084,754 | -$10,212 | -0.20% | |
| Two Sigma Investments, Lp | 0.00% | 93,100 | $4,468,800 | $4,635,449 | +$166,649 | +3.73% | |
| Wealth Enhancement Advisory Services, Llc | 0.01% | 89,170 | $4,465,634 | $4,439,774 | -$25,860 | -0.58% | |
| Diversified Enterprises, Llc | 0.15% | 63,971 | $3,140,336 | $3,185,116 | +$44,780 | +1.43% | |
| Csenge Advisory Group | 0.12% | 61,947 | $2,973,456 | $3,084,341 | +$110,885 | +3.73% | |
| Newedge Advisors, Llc | 0.01% | 53,793 | $2,582,064 | $2,678,353 | +$96,289 | +3.73% | |
| Savant Capital, Llc | 0.01% | 44,836 | $2,271,392 | $2,232,384 | -$39,008 | -1.72% | |
| Tbh Global Asset Management, Llc | 0.41% | 46,965 | $2,254,325 | $2,338,387 | +$84,062 | +3.73% | |
| Compass Capital Corp | 0.73% | 44,463 | $2,250,272 | $2,213,813 | -$36,459 | -1.62% | |
| Exencial Wealth Advisors, Llc | 0.07% | 53,237 | $2,212,530 | $2,650,670 | +$438,140 | +19.80% | |
| Osaic Holdings, Inc. | 0.00% | 44,457 | $2,133,989 | $2,213,514 | +$79,525 | +3.73% | |
| Petra Financial Advisors Inc | 0.99% | 44,357 | $2,129,136 | $2,208,535 | +$79,399 | +3.73% | |
| United Advisor Group, Llc | 0.21% | 40,818 | $1,959,264 | $2,032,328 | +$73,064 | +3.73% | |
| Cahill Financial Advisors Inc | 0.17% | 36,937 | $1,772,976 | $1,839,093 | +$66,117 | +3.73% | |
| Perigon Wealth Management, Llc | 0.02% | 31,133 | $1,528,319 | $1,550,112 | +$21,793 | +1.43% | |
| Goldman Sachs Group Inc | 0.00% | 26,084 | $1,252,032 | $1,298,722 | +$46,690 | +3.73% | |
| Uptick Partners, Llc | 0.18% | 24,412 | $1,171,757 | $1,215,473 | +$43,716 | +3.73% | |
| Lpl Financial Llc | 0.00% | 23,494 | $1,127,712 | $1,169,766 | +$42,054 | +3.73% | |
| Stewardship Advisors, Llc | 0.23% | 22,591 | $1,108,992 | $1,124,806 | +$15,814 | +1.43% | |
| Lynx Investment Advisory | 0.32% | 19,785 | $971,246 | $985,095 | +$13,849 | +1.43% | |
| Cassady Wealth & Retirement Planning, Llc | 0.44% | 19,577 | $939,696 | $974,739 | +$35,043 | +3.73% | |
| Principal Securities, Inc. | 0.01% | 17,222 | $826,656 | $857,483 | +$30,827 | +3.73% | |
| Stratos Wealth Partners, Ltd. | 0.01% | 15,466 | $742,368 | $770,052 | +$27,684 | +3.73% | |
| Lexaurum Advisors, Llc | 0.08% | 14,980 | $735,368 | $745,854 | +$10,486 | +1.43% | |
| First National Trust Co | 0.02% | 11,903 | $584,318 | $592,650 | +$8,332 | +1.43% | |
| Foundry Financial Group, Inc. | 0.24% | 11,741 | $576,366 | $584,584 | +$8,218 | +1.43% | |
| Kestra Advisory Services, Llc | 0.00% | 11,115 | $545,647 | $553,416 | +$7,769 | +1.42% | |
| Concurrent Investment Advisors, Llc | 0.00% | 9,535 | $468,073 | $474,748 | +$6,675 | +1.43% | |
| Independent Wealth Network Inc. | 0.11% | 9,208 | $452,021 | $458,466 | +$6,445 | +1.43% | |
| Susquehanna International Group, Llp | 0.00% | 8,737 | $419,376 | $435,015 | +$15,639 | +3.73% | |
| Accelerate Investment Advisors Llc | 0.23% | 8,407 | $412,700 | $418,585 | +$5,885 | +1.43% | |
| Meriwether Wealth & Planning, Llc | 0.18% | 8,167 | $400,918 | $406,635 | +$5,717 | +1.43% | |
| Sonoma Allocations Llc | 0.10% | 6,783 | $326,534 | $337,726 | +$11,192 | +3.43% | |
| Royal Bank Of Canada | 0.00% | 6,338 | $304,000 | $315,569 | +$11,569 | +3.81% | |
| Lifeworks Advisors, Llc | 0.03% | 6,080 | $291,853 | $302,723 | +$10,870 | +3.72% | |
| Cetera Investment Advisers | 0.00% | 5,770 | $276,980 | $287,288 | +$10,308 | +3.72% | |
| Apella Capital, Llc | 0.00% | 5,465 | $272,594 | $272,102 | -$492 | -0.18% | |
| Independent Financial Group, Llc | 0.00% | 4,927 | $241,866 | $245,315 | +$3,449 | +1.43% | |
| Valmark Advisers, Inc. | 0.00% | 4,677 | $224,496 | $232,868 | +$8,372 | +3.73% | |
| Advisory Services Network, Llc | 0.00% | 4,545 | $218,160 | $226,296 | +$8,136 | +3.73% | |
| Rossby Financial, Lcc | 0.04% | 4,416 | $211,968 | $219,873 | +$7,905 | +3.73% | |
| Summit Financial, Llc | 0.00% | 4,380 | $210,240 | $218,080 | +$7,840 | +3.73% |
Frequently asked questions about SEIV
Who are the largest institutional holders of SEIV?
The largest institutional holders of SEIV reported in the latest SEC Form 13F filings include Sei Investments Co, Summit Wealth Group Llc / Co, S&T Bank/Pa, Envestnet Asset Management Inc, and Beacon Pointe Advisors, Llc. InsiderSet ranks institutional holders by their latest reported SEIV position.
What is SEIV institutional ownership?
This page tracks SEIV positions reported by institutional investment managers through SEC Form 13F. SEI ENHANCED US LRG CAP VAL (SEIV) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own SEIV?
InsiderSet currently tracks 74 institutional managers reporting SEIV 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 SEIV shareholders.
How much SEIV stock do institutions own?
Institutional investment managers disclosed approximately $999.23M in SEIV holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was SEIV institutional ownership last updated?
The latest SEIV 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 SEIV 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 SEIV position after the reporting date.
Are institutions buying or selling SEIV?
Institutional buying and selling can be analyzed by comparing SEIV positions across consecutive 13F reporting periods. InsiderSet's SEIV Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View SEIV ownership changes.
How has SEIV institutional ownership changed over time?
InsiderSet tracks SEIV institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.