SEI ENHANCED US LRG CAP VAL (SEIV) Top Institutional Shareholders
SEI ENHANCED US LRG CAP VAL (SEIV) is currently reported in institutional portfolios tracked by InsiderSet based on the latest available SEC Form 13F filings for the quarter ended March 31, 2026. The institutional investors covered on this page collectively reported approximately $837.05M in SEIV holdings during the latest filing period.
Sei Investments Co is currently the largest disclosed institutional shareholder of SEIV tracked by InsiderSet, reporting ownership valued at approximately $620.87M in its March 31, 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 $712.60M, representing an estimated gain of +14.77% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 96% 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
54
Total Reported Value
$837.05M
Largest Holder
Sei Investments Co
Largest Position
$620.87M
Insider Transactions (90d)
0
Latest Filing Quarter
Q1 2026
New Institutional Positions
69
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Sei Investments Co | 0.57% | 14,939,112 | $620,869,910 | $712,595,642 | +$91,725,732 | +14.77% | |
| Summit Wealth Group Llc / Co | 11.98% | 2,739,657 | $113,860,133 | $130,681,639 | +$16,821,506 | +14.77% | |
| S&T Bank/Pa | 6.49% | 418,213 | $17,380,932 | $19,948,760 | +$2,567,828 | +14.77% | |
| Envestnet Asset Management Inc | 0.00% | 312,019 | $12,967,523 | $14,883,306 | +$1,915,783 | +14.77% | |
| Truist Financial Corp | 0.02% | 289,224 | $12,020,163 | $13,795,985 | +$1,775,822 | +14.77% | |
| Beacon Pointe Advisors, Llc | 0.06% | 272,159 | $11,310,929 | $12,981,984 | +$1,671,055 | +14.77% | |
| Merit Financial Group, Llc | 0.05% | 176,464 | $7,333,844 | $8,417,333 | +$1,083,489 | +14.77% | |
| K2 Financial Inc. | 3.73% | 116,567 | $5,128,948 | $5,560,246 | +$431,298 | +8.41% | |
| Wealth Enhancement Advisory Services, Llc | 0.01% | 94,822 | $3,977,783 | $4,523,009 | +$545,226 | +13.71% | |
| Csenge Advisory Group | 0.13% | 66,302 | $2,755,511 | $3,162,605 | +$407,094 | +14.77% | |
| Osaic Holdings, Inc. | 0.00% | 57,476 | $2,390,323 | $2,741,605 | +$351,282 | +14.70% | |
| Exencial Wealth Advisors, Llc | 0.07% | 53,237 | $2,212,530 | $2,539,405 | +$326,875 | +14.77% | |
| Ameritas Advisory Services, Llc | 0.08% | 50,076 | $2,081,159 | $2,388,625 | +$307,466 | +14.77% | |
| Diversified Enterprises, Llc | 0.11% | 46,119 | $1,916,706 | $2,199,876 | +$283,170 | +14.77% | |
| United Advisor Group, Llc | 0.22% | 42,899 | $1,782,882 | $2,046,282 | +$263,400 | +14.77% | |
| Compass Capital Corp | 0.63% | 38,815 | $1,758,704 | $1,851,476 | +$92,772 | +5.27% | |
| Apella Capital, Llc | 0.02% | 37,875 | $1,666,311 | $1,806,638 | +$140,327 | +8.42% | |
| Cahill Financial Advisors Inc | 0.18% | 39,736 | $1,651,428 | $1,895,407 | +$243,979 | +14.77% | |
| Perigon Wealth Management, Llc | 0.03% | 37,851 | $1,573,088 | $1,805,493 | +$232,405 | +14.77% | |
| Tbh Global Asset Management, Llc | 0.28% | 34,706 | $1,409,001 | $1,655,476 | +$246,475 | +17.49% | |
| Lpl Financial Llc | 0.00% | 25,102 | $1,043,239 | $1,197,365 | +$154,126 | +14.77% | |
| Stewardship Advisors, Llc | 0.24% | 24,657 | $1,024,745 | $1,176,139 | +$151,394 | +14.77% | |
| Lynx Investment Advisory | 0.44% | 22,278 | $925,874 | $1,062,661 | +$136,787 | +14.77% | |
| Cassady Wealth & Retirement Planning, Llc | 0.47% | 20,408 | $902,442 | $973,462 | +$71,020 | +7.87% | |
| Principal Securities, Inc. | 0.01% | 16,707 | $694,343 | $796,924 | +$102,581 | +14.77% | |
| Sonoma Allocations Llc | 0.22% | 15,206 | $636,143 | $725,326 | +$89,183 | +14.02% | |
| Stratos Wealth Partners, Ltd. | 0.01% | 14,140 | $587,658 | $674,478 | +$86,820 | +14.77% | |
| Susquehanna International Group, Llp | 0.00% | 12,619 | $524,446 | $601,926 | +$77,480 | +14.77% | |
| Uptick Partners, Llc | 0.10% | 12,035 | $500,155 | $574,070 | +$73,915 | +14.78% | |
| Concurrent Investment Advisors, Llc | 0.01% | 11,516 | $478,605 | $549,313 | +$70,708 | +14.77% | |
| Royal Bank Of Canada | 0.00% | 10,086 | $419,000 | $481,102 | +$62,102 | +14.82% | |
| Lexaurum Advisors, Llc | 0.05% | 9,078 | $377,282 | $433,021 | +$55,739 | +14.77% | |
| Accelerate Investment Advisors Llc | 0.24% | 8,566 | $356,003 | $408,598 | +$52,595 | +14.77% | |
| Meriwether Wealth & Planning, Llc | 0.19% | 8,167 | $339,421 | $389,566 | +$50,145 | +14.77% | |
| Cetera Investment Advisers | 0.00% | 7,828 | $325,346 | $373,396 | +$48,050 | +14.77% | |
| Independent Wealth Network Inc. | 0.07% | 5,727 | $238,014 | $273,178 | +$35,164 | +14.77% | |
| Accurate Wealth Management, Llc | 0.03% | 5,541 | $234,661 | $264,306 | +$29,645 | +12.63% | |
| Aire Advisors, Llc | 0.04% | 4,814 | $200,067 | $229,628 | +$29,561 | +14.78% | |
| Wpg Advisers, Llc | 0.13% | 4,286 | $178,126 | $204,442 | +$26,316 | +14.77% | |
| Advisory Services Network, Llc | 0.00% | 4,168 | $173,222 | $198,814 | +$25,592 | +14.77% | |
| Rossby Financial, Lcc | 0.03% | 3,933 | $164,301 | $187,604 | +$23,303 | +14.18% | |
| Whipplewood Advisors, Llc | 0.08% | 3,601 | $149,658 | $171,768 | +$22,110 | +14.77% | |
| Harbour Investments, Inc. | 0.00% | 3,125 | $126,781 | $149,063 | +$22,282 | +17.57% | |
| Silver Grove Financial Group, Inc. | 0.09% | 2,553 | $106,103 | $121,778 | +$15,675 | +14.77% | |
| Silver Oak Securities, Incorporated | 0.01% | 2,482 | $103,152 | $118,391 | +$15,239 | +14.77% | |
| Advisornet Financial, Inc | 0.00% | 1,520 | $63,171 | $72,504 | +$9,333 | +14.77% | |
| Assetmark, Inc | 0.00% | 1,043 | $43,347 | $49,751 | +$6,404 | +14.77% | |
| Ubs Group Ag | 0.00% | 1,017 | $42,267 | $48,511 | +$6,244 | +14.77% | |
| Cwm, Llc | 0.00% | 448 | $18,619 | $21,370 | +$2,751 | +14.77% | |
| Ifp Advisors, Inc | 0.00% | 246 | $10,224 | $11,734 | +$1,510 | +14.77% |
Frequently asked questions about SEIV
Who owns the most SEIV stock?
The largest holders of SEIV 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 LRG CAP VAL (SEIV).
Is SEIV widely held by superinvestors?
Many widely followed stocks like SEIV appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly SEIV 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.