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SEI Enhanced LOW VOL US LRG (SELV)

CUSIP: 81589A403 | NYSE | 61 institutional holders

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
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Institutional Holders — Q3 2026

Diversified Enterprises, LLC1,519,875
2.4% of portfolio›$51.3M
Truist Financial Corp65,214
0.0% of portfolio›$2.2M
Summit Wealth Group LLC / Co59,353
0.1% of portfolio›$2.0M
Wealth Enhancement Advisory Services, LLC40,326
0.0% of portfolio›$1.4M
K2 Financial Inc.22,940
0.6% of portfolio›$800.3K
Foundry Financial Group, Inc.14,293
0.2% of portfolio›$482.0K
Stewardship Advisors, LLC9,060
0.1% of portfolio›$305.5K
Meriwether Wealth & Planning, LLC8,100
0.1% of portfolio›$273.1K
Cambridge Investment Research Advisors, Inc.7,467
0.0% of portfolio›$252
FAI Advisors, Inc.6,470
0.1% of portfolio›$218.2K
Cape Investment Advisory, Inc.1,828
0.0% of portfolio›$61.6K
Rossby Financial, LCC1,146
0.0% of portfolio›$38.6K
WPG Advisers, LLC1,145
0.0% of portfolio›$38.6K
Sunrise Financial Services, LLC300
0.0% of portfolio›$10.1K
Silver Grove Financial Group, Inc.236
0.0% of portfolio›$8.0K
Assetmark, Inc170
0.0% of portfolio›$5.7K
Creative Financial Designs Inc53
0.0% of portfolio›$1.8K
Horizon Financial Services, LLC27
0.0% of portfolio›$910
StyleTurnoverLocationFiled
Diversified Enterprises, LLC
1,519,875$51.3M2.4%ETFVery LowWilmington, DE2026-10-19
Truist Financial Corp
65,214$2.2M0.0%CoreLowCharlotte, NC2026-10-30
Summit Wealth Group LLC / Co
59,353$2.0M0.1%ETFHighColorado Springs, CO2026-10-29
Wealth Enhancement Advisory Services, LLC
40,326$1.4M0.0%CoreLowPlymouth, MN2026-10-13
K2 Financial Inc.
22,940$800.3K0.6%ETFLowGlendora, CA2026-10-26
Foundry Financial Group, Inc.
14,293$482.0K0.2%ETFLowLaconia, NH2026-10-28
Stewardship Advisors, LLC
9,060$305.5K0.1%ETFMediumMount Joy, PA2026-10-20
Meriwether Wealth & Planning, LLC
8,100$273.1K0.1%ETFMediumMinden, LA2026-10-13
Cambridge Investment Research Advisors, Inc.
7,467$2520.0%ETFLowFairfield, IA2026-11-02
FAI Advisors, Inc.
6,470$218.2K0.1%GrowthLowFarmington Hills, MI2026-10-27
Cape Investment Advisory, Inc.
1,828$61.6K0.0%ETFLowMcdonough, GA2026-10-13
Rossby Financial, LCC
1,146$38.6K0.0%ETFMediumMelbourne, FL2026-11-05
WPG Advisers, LLC
1,145$38.6K0.0%CoreLowBaltimore, MD2026-10-27
Sunrise Financial Services, LLC
300$10.1K0.0%ETFMediumBurien, WA2026-10-21
Silver Grove Financial Group, Inc.
236$8.0K0.0%CoreMediumOrchard Park, NY2026-11-05
Assetmark, Inc
170$5.7K0.0%ETFLowConcord, CA2026-10-21
Creative Financial Designs Inc
53$1.8K0.0%ETFMediumKokomo, IN2026-11-04
Horizon Financial Services, LLC
27$9100.0%ETFLowWinston Salem, NC2026-11-04