SELV Institutional Ownership & Shareholders

SEI ENHANCED LOW VOL US LRG (SELV) is currently held by 37 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $161.51M 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 SELV tracked by InsiderSet, reporting ownership valued at approximately $91.27M 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 $101.42M, representing an estimated gain of +11.12% since the filing period.

The top 10 institutional shareholders tracked on this page collectively account for approximately 97% of the total disclosed SELV value among the investors covered in this analysis. Major shareholders include Sei Investments Co, Diversified Enterprises, Llc, Chatterton & Associates Inc., and several other long-term asset managers with concentrated positions in SEI ENHANCED LOW VOL US LRG (SELV).

This page ranks the largest institutional SELV 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

37

Total Reported Value

$161.51M

Largest Holder

Sei Investments Co

Largest Position

$91.27M

Insider Transactions (90d)

0

Latest Filing Quarter

Q2 2026

New Institutional Positions

42

Funds Exiting Positions

0

NameInvestor/ManagerPortfolio %QuantityReported BalanceCurrent Estimated ValueGain/loss Since FilingEstimated Portfolio Performance
Sei Investments Co0.08%2,792,918$91,273,480$101,420,069+$10,146,589+11.12%
Diversified Enterprises, Llc2.37%1,519,875$51,250,185$55,191,677+$3,941,492+7.69%
Chatterton & Associates Inc.1.75%89,803$2,976,969$3,261,043+$284,074+9.54%
Envestnet Asset Management Inc0.00%76,622$2,504,014$2,782,398+$278,384+11.12%
Truist Financial Corp0.00%65,214$2,199,011$2,368,136+$169,125+7.69%
Summit Wealth Group Llc / Co0.13%59,353$2,001,383$2,155,303+$153,920+7.69%
Geneos Wealth Management Inc.0.03%45,000$1,470,600$1,634,099+$163,499+11.12%
Wealth Enhancement Advisory Services, Llc0.00%40,326$1,399,312$1,464,370+$65,058+4.65%
Beacon Pointe Advisors, Llc0.00%32,385$1,058,342$1,176,006+$117,664+11.12%
K2 Financial Inc.0.56%22,940$800,250$833,027+$32,777+4.10%
Newedge Advisors, Llc0.00%18,563$606,639$674,084+$67,445+11.12%
Merit Financial Group, Llc0.00%17,695$578,273$642,564+$64,291+11.12%
Susquehanna International Group, Llp0.00%14,837$484,873$538,780+$53,907+11.12%
Foundry Financial Group, Inc.0.20%14,293$481,960$519,026+$37,066+7.69%
Lpl Financial Llc0.00%13,971$456,572$507,333+$50,761+11.12%
Stewardship Advisors, Llc0.06%9,060$305,503$328,998+$23,495+7.69%
Osaic Holdings, Inc.0.00%9,338$305,216$339,094+$33,878+11.10%
Principal Securities, Inc.0.00%8,420$275,166$305,758+$30,592+11.12%
Meriwether Wealth & Planning, Llc0.12%8,100$273,132$294,138+$21,006+7.69%
Petra Financial Advisors Inc0.11%6,978$228,041$253,394+$25,353+11.12%
Cetera Investment Advisers0.00%6,740$220,263$244,752+$24,489+11.12%
Ima Advisory Services, Inc.0.01%3,411$111,464$123,865+$12,401+11.13%
Cape Investment Advisory, Inc.0.02%1,828$61,640$66,381+$4,741+7.69%
Rossby Financial, Lcc0.01%1,252$40,915$45,464+$4,549+11.12%
Wpg Advisers, Llc0.02%1,145$38,609$41,579+$2,970+7.69%
Cwm, Llc0.00%904$29,234$32,827+$3,593+12.29%
Silver Grove Financial Group, Inc.0.01%847$27,680$30,757+$3,077+11.12%
Sunrise Financial Services, Llc0.01%300$10,116$10,894+$778+7.69%
Ubs Group Ag0.00%269$8,791$9,768+$977+11.12%
Jpmorgan Chase & Co0.00%250$8,198$9,078+$880+10.74%
Ameriflex Group, Inc.0.00%215$7,026$7,807+$781+11.12%
Synergy Investment Management, Llc0.00%174$6,005$6,319+$314+5.22%
Assetmark, Inc0.00%170$5,732$6,173+$441+7.70%
Royal Bank Of Canada0.00%153$5,000$5,556+$556+11.12%
Horizon Financial Services, Llc0.00%27$882$980+$98+11.16%
Ameritas Advisory Services, Llc0.00%16$523$581+$58+11.09%
Cambridge Investment Research Advisors, Inc.0.00%7,438$243$270,098+$269,855+111051.57%
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Frequently asked questions about SELV

  • Who are the largest institutional holders of SELV?

    The largest institutional holders of SELV reported in the latest SEC Form 13F filings include Sei Investments Co, Diversified Enterprises, Llc, Chatterton & Associates Inc., Envestnet Asset Management Inc, and Truist Financial Corp. InsiderSet ranks institutional holders by their latest reported SELV position.

  • What is SELV institutional ownership?

    This page tracks SELV positions reported by institutional investment managers through SEC Form 13F. SEI ENHANCED LOW VOL US LRG (SELV) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.

  • How many institutions own SELV?

    InsiderSet currently tracks 37 institutional managers reporting SELV 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 SELV shareholders.

  • How much SELV stock do institutions own?

    Institutional investment managers disclosed approximately $161.51M in SELV holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.

  • When was SELV institutional ownership last updated?

    The latest SELV 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 SELV 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 SELV position after the reporting date.

  • Are institutions buying or selling SELV?

    Institutional buying and selling can be analyzed by comparing SELV positions across consecutive 13F reporting periods. InsiderSet's SELV Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View SELV ownership changes.

  • How has SELV institutional ownership changed over time?

    InsiderSet tracks SELV institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.