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SEI Enhanced LOW VOL US LRG (SELV)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Diversified Enterprises, LLC
DECREASED
Shares1,519,875 from 1,581,216
Change-61,341 (-4%)
Value$51.3M (-$424.0K)
Filed 2026-10-19
Truist Financial Corp
DECREASED
Shares65,214 from 67,636
Change-2,422 (-4%)
Value$2.2M (-$11.3K)
Filed 2026-10-30
Summit Wealth Group LLC / Co
INCREASED
Shares59,353 from 31,242
Change+28,111 (+90%)
Value$2.0M (+$980.4K)
Filed 2026-10-29
Wealth Enhancement Advisory Services, LLC
DECREASED
Shares40,326 from 44,287
Change-3,961 (-9%)
Value$1.4M (-$72.3K)
Filed 2026-10-13
K2 Financial Inc.
INCREASED
Shares22,940 from 22,736
Change+204 (+1%)
Value$800.3K (+$48.1K)
Filed 2026-10-26
Merit Financial Group, LLC
DECREASED
Shares17,351 from 17,695
Change-344 (-2%)
Value$585.1K (+$6.8K)
Filed 2026-11-06
Foundry Financial Group, Inc.
INCREASED
Shares14,293 from 6,150
Change+8,143 (+132%)
Value$482.0K (+$281.0K)
Filed 2026-10-28
LPL Financial LLC
DECREASED
Shares13,869 from 13,971
Change-102 (-1%)
Value$467.7K (+$11.1K)
Filed 2026-11-06
Stewardship Advisors, LLC
INCREASED
Shares9,060 from 8,761
Change+299 (+3%)
Value$305.5K (+$19.2K)
Filed 2026-10-20
Meriwether Wealth & Planning, LLC
UNCHANGED
Shares8,100 from 8,100
Change0 (0%)
Value$273.1K (+$8.4K)
Filed 2026-10-13
Cambridge Investment Research Advisors, Inc.
INCREASED
Shares7,467 from 7,438
Change+29 (+0%)
Value$252 (-$242.7K)
Filed 2026-11-02
FAI Advisors, Inc.
INCREASED
Shares6,470 from 6,346
Change+124 (+2%)
Value$218.2K (+$10.8K)
Filed 2026-10-27
Cape Investment Advisory, Inc.
INCREASED
Shares1,828 from 1,362
Change+466 (+34%)
Value$61.6K (+$17.1K)
Filed 2026-10-13
Rossby Financial, LCC
DECREASED
Shares1,146 from 1,252
Change-106 (-8%)
Value$38.6K (-$2.3K)
Filed 2026-11-05
WPG Advisers, LLC
DECREASED
Shares1,145 from 1,245
Change-100 (-8%)
Value$38.6K (-$2.1K)
Filed 2026-10-27
Sunrise Financial Services, LLC
UNCHANGED
Shares300 from 300
Change0 (0%)
Value$10.1K (+$312)
Filed 2026-10-21
Silver Grove Financial Group, Inc.
DECREASED
Shares236 from 847
Change-611 (-72%)
Value$8.0K (-$19.7K)
Filed 2026-11-05
Assetmark, Inc
UNCHANGED
Shares170 from 170
Change0 (0%)
Value$5.7K (+$176)
Filed 2026-10-21
Creative Financial Designs Inc
NEW
Shares53
Change+53
Value$1.8K
Filed 2026-11-04
Horizon Financial Services, LLC
UNCHANGED
Shares27 from 27
Change0 (0%)
Value$910 (+$28)
Filed 2026-11-04
AdvisorNet Financial, Inc
CLOSED
Shares0 from 126
Change-126 (-100%)
Value$0 (-$4.1K)
Filed 2026-10-15
SEI Investments Co
N/A
Shares— from 2,792,918
Change-2,792,918 (-100%)
Value—
Chatterton & Associates Inc.
N/A
Shares— from 89,803
Change-89,803 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 76,622
Change-76,622 (-100%)
Value—
Geneos Wealth Management Inc.
N/A
Shares— from 45,000
Change-45,000 (-100%)
Value—
Beacon Pointe Advisors, LLC
N/A
Shares— from 32,385
Change-32,385 (-100%)
Value—
NewEdge Advisors, LLC
N/A
Shares— from 18,563
Change-18,563 (-100%)
Value—
Susquehanna International Group, LLP
N/A
Shares— from 14,837
Change-14,837 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 9,338
Change-9,338 (-100%)
Value—
Principal Securities, Inc.
N/A
Shares— from 8,420
Change-8,420 (-100%)
Value—
Petra Financial Advisors Inc
N/A
Shares— from 6,978
Change-6,978 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 6,740
Change-6,740 (-100%)
Value—
Global Retirement Partners, LLC
N/A
Shares— from 4,708
Change-4,708 (-100%)
Value—
IMA Advisory Services, Inc.
N/A
Shares— from 3,411
Change-3,411 (-100%)
Value—
Northwestern Mutual Wealth Management Co
N/A
Shares— from 571
Change-571 (-100%)
Value—
UBS Group AG
N/A
Shares— from 269
Change-269 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 250
Change-250 (-100%)
Value—
Ameriflex Group, Inc.
N/A
Shares— from 215
Change-215 (-100%)
Value—
Synergy Investment Management, LLC
N/A
Shares— from 174
Change-174 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 153
Change-153 (-100%)
Value—
Ameritas Advisory Services, LLC
N/A
Shares— from 16
Change-16 (-100%)
Value—
Status
Diversified Enterprises, LLC
DECREASED1,519,8751,581,216-61,341-4%$51.7M$51.3M-$424.0K2026-10-19
Truist Financial Corp
DECREASED65,21467,636-2,422-4%$2.2M$2.2M-$11.3K2026-10-30
Summit Wealth Group LLC / Co
INCREASED59,35331,242+28,111+90%$1.0M$2.0M+$980.4K2026-10-29
Wealth Enhancement Advisory Services, LLC
DECREASED40,32644,287-3,961-9%$1.5M$1.4M-$72.3K2026-10-13
K2 Financial Inc.
INCREASED22,94022,736+204+1%$752.1K$800.3K+$48.1K2026-10-26
Merit Financial Group, LLC
DECREASED17,35117,695-344-2%$578.3K$585.1K+$6.8K2026-11-06
Foundry Financial Group, Inc.
INCREASED14,2936,150+8,143+132%$201.0K$482.0K+$281.0K2026-10-28
LPL Financial LLC
DECREASED13,86913,971-102-1%$456.6K$467.7K+$11.1K2026-11-06
Stewardship Advisors, LLC
INCREASED9,0608,761+299+3%$286.3K$305.5K+$19.2K2026-10-20
Meriwether Wealth & Planning, LLC
UNCHANGED8,1008,10000%$264.7K$273.1K+$8.4K2026-10-13
Cambridge Investment Research Advisors, Inc.
INCREASED7,4677,438+29+0%$243.0K$252-$242.7K2026-11-02
FAI Advisors, Inc.
INCREASED6,4706,346+124+2%$207.4K$218.2K+$10.8K2026-10-27
Cape Investment Advisory, Inc.
INCREASED1,8281,362+466+34%$44.5K$61.6K+$17.1K2026-10-13
Rossby Financial, LCC
DECREASED1,1461,252-106-8%$40.9K$38.6K-$2.3K2026-11-05
WPG Advisers, LLC
DECREASED1,1451,245-100-8%$40.7K$38.6K-$2.1K2026-10-27
Sunrise Financial Services, LLC
UNCHANGED30030000%$9.8K$10.1K+$3122026-10-21
Silver Grove Financial Group, Inc.
DECREASED236847-611-72%$27.7K$8.0K-$19.7K2026-11-05
Assetmark, Inc
UNCHANGED17017000%$5.6K$5.7K+$1762026-10-21
Creative Financial Designs Inc
NEW53—+53——$1.8K—2026-11-04
Horizon Financial Services, LLC
UNCHANGED272700%$882$910+$282026-11-04
AdvisorNet Financial, Inc
CLOSED0126-126-100%$4.1K$0-$4.1K2026-10-15
SEI Investments Co
N/A—2,792,918-2,792,918-100%$91.3M———
Chatterton & Associates Inc.
N/A—89,803-89,803-100%$3.0M———
Envestnet Asset Management Inc
N/A—76,622-76,622-100%$2.5M———
Geneos Wealth Management Inc.
N/A—45,000-45,000-100%$1.5M———
Beacon Pointe Advisors, LLC
N/A—32,385-32,385-100%$1.1M———
NewEdge Advisors, LLC
N/A—18,563-18,563-100%$606.6K———
Susquehanna International Group, LLP
N/A—14,837-14,837-100%$484.9K———
Osaic Holdings, Inc.
N/A—9,338-9,338-100%$305.2K———
Principal Securities, Inc.
N/A—8,420-8,420-100%$275.2K———
Petra Financial Advisors Inc
N/A—6,978-6,978-100%$228.0K———
Cetera Investment Advisers
N/A—6,740-6,740-100%$220.3K———
Global Retirement Partners, LLC
N/A—4,708-4,708-100%$153.9K———
IMA Advisory Services, Inc.
N/A—3,411-3,411-100%$111.5K———
Northwestern Mutual Wealth Management Co
N/A—571-571-100%$18.7K———
UBS Group AG
N/A—269-269-100%$8.8K———
JPMorgan Chase & Co
N/A—250-250-100%$8.2K———
Ameriflex Group, Inc.
N/A—215-215-100%$7.0K———
Synergy Investment Management, LLC
N/A—174-174-100%$6.0K———
Royal Bank of Canada
N/A—153-153-100%$5.0K———
Ameritas Advisory Services, LLC
N/A—16-16-100%$523———
Showing 41 of 41 institutions