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SELV Institutional Ownership

SEI QiM US Large Cap Low Volatility Active ETF
1W: -0.5% 1M: -4.0% 3M: +2.7% YTD: +5.6% 1Y: +7.1% 3Y: +44.4%
$33.95
+0.04 (+0.13%)
 
Weekly Expected Move ±1.4%
$33 $33 $34 $34 $35
ETF CBOE · AUM $242.6M

Institutional Ownership — SELV

42
Institutional Holders
+5 vs prior quarter
0.0%
Ownership
+0.00pp
161M
Total Invested
10
New Positions
15
Increased
13
Reduced
2
Closed
0.00
Put/Call Ratio

Ownership Trends

Top Institutional Holders (44 total)

# Holder Shares Value Change Change % Holding Period Filing
1 SEI INVESTMENTS CO 2,792,918 95M +71,848 +2.6% 10Q SEC ↗
2 Diversified Enterprises, LLC 1,581,216 54M -30,116 -1.9% 3Q SEC ↗
3 Chatterton & Associates Inc. 89,803 3M +5,388 +6.4% 3Q SEC ↗
4 ENVESTNET ASSET MANAGEMENT INC 76,622 3M -1,930 -2.5% 10Q SEC ↗
5 TRUIST FINANCIAL CORP 67,636 2M -2,132 -3.1% 10Q SEC ↗
6 Geneos Wealth Management Inc. 45,000 2M +8,000 +21.6% 2Q SEC ↗
7 WEALTH ENHANCEMENT ADVISORY SERVICES, 44,287 2M +2,715 +6.5% 10Q SEC ↗
8 Beacon Pointe Advisors, LLC 32,385 1M +136 +0.4% 4Q SEC ↗
9 SUMMIT WEALTH GROUP LLC / CO 31,242 1M +4,367 +16.2% 3Q SEC ↗
10 K2 Financial Inc. 22,736 772K +215 +1.0% 7Q SEC ↗
11 NewEdge Advisors, LLC 18,563 630K +227 +1.2% 9Q SEC ↗
12 Merit Financial Group, LLC 17,695 601K +58 +0.3% 6Q SEC ↗
13 SUSQUEHANNA INTERNATIONAL GROUP, LLP 14,837 504K +2,460 +19.9% 8Q SEC ↗
14 LPL Financial LLC 13,971 474K -318 -2.2% 8Q SEC ↗
15 OSAIC HOLDINGS, INC. 9,338 317K -890 -8.7% 17Q SEC ↗
16 Stewardship Advisors, LLC 8,761 297K -48 -0.5% 4Q SEC ↗
17 PRINCIPAL SECURITIES, INC. 8,420 286K +87 +1.0% 10Q SEC ↗
18 Meriwether Wealth & Planning, LLC 8,100 275K — +0.0% 7Q SEC ↗
19 Cambridge Investment Research Advisors 7,438 253K +325 +4.6% 2Q SEC ↗
20 PETRA FINANCIAL ADVISORS INC NEW 6,978 237K — +0.0% 1Q SEC ↗
21 Cetera Investment Advisers 6,740 229K -1,446 -17.7% 3Q SEC ↗
22 Foundry Financial Group, Inc. NEW 6,150 209K — +0.0% 1Q SEC ↗
23 Global Retirement Partners, LLC NEW 4,708 160K — +0.0% 1Q SEC ↗
24 IMA Advisory Services, Inc. NEW 3,411 116K — +0.0% 1Q SEC ↗
25 MERCER GLOBAL ADVISORS INC /ADV NEW 1,787 61K — +0.0% 1Q SEC ↗
26 Cape Investment Advisory, Inc. NEW 1,362 46K — +0.0% 1Q SEC ↗
27 Rossby Financial, LCC 1,252 43K +24 +2.0% 2Q SEC ↗
28 WPG Advisers, LLC 1,245 42K +24 +2.0% 7Q SEC ↗
29 CWM, LLC 904 31K — +0.0% 7Q SEC ↗
30 Silver Grove Financial Group, Inc. 847 29K — +0.0% 2Q SEC ↗
31 NORTHWESTERN MUTUAL WEALTH MANAGEMENT NEW 571 19K — +0.0% 1Q SEC ↗
32 Sunrise Financial Services, LLC 300 10K — +0.0% 2Q SEC ↗
33 UBS Group AG 269 9K +195 +263.5% 11Q SEC ↗
34 JPMORGAN CHASE & CO 250 8K — +0.0% 3Q SEC ↗
35 AMERIFLEX GROUP, INC. NEW 215 7K — +0.0% 1Q SEC ↗
36 Synergy Investment Management, LLC NEW 174 6K — +0.0% 1Q SEC ↗
37 ASSETMARK, INC 170 6K -54 -24.1% 8Q SEC ↗
38 ROYAL BANK OF CANADA 153 5K -14,013 -98.9% 6Q SEC ↗
39 AdvisorNet Financial, Inc 126 4K -851 -87.1% 10Q SEC ↗
40 HORIZON FINANCIAL SERVICES, LLC NEW 27 1K — +0.0% 1Q SEC ↗
41 Ameritas Advisory Services, LLC 16 1K -7,871 -99.8% 3Q SEC ↗
42 FSA Advisors, Inc. 0 0K -18,357 -100.0% 1Q SEC ↗
43 HARBOUR INVESTMENTS, INC. 0 0K -29 -100.0% 1Q SEC ↗
44 Advisory Services Network, LLC 0 0K -212 -100.0% 1Q SEC ↗
Biggest Increases (15)
HolderAddedChange %Total Shares
SEI INVESTMENTS CO +71,848 +2.6% 2,792,918
Geneos Wealth Management Inc. +8,000 +21.6% 45,000
Chatterton & Associates Inc. +5,388 +6.4% 89,803
SUMMIT WEALTH GROUP LLC / CO +4,367 +16.2% 31,242
WEALTH ENHANCEMENT ADVISORY SERVICE +2,715 +6.5% 44,287
SUSQUEHANNA INTERNATIONAL GROUP, LL +2,460 +19.9% 14,837
Cambridge Investment Research Advis +325 +4.6% 7,438
NewEdge Advisors, LLC +227 +1.2% 18,563
K2 Financial Inc. +215 +1.0% 22,736
UBS Group AG +195 +263.5% 269
Beacon Pointe Advisors, LLC +136 +0.4% 32,385
PRINCIPAL SECURITIES, INC. +87 +1.0% 8,420
Merit Financial Group, LLC +58 +0.3% 17,695
Rossby Financial, LCC +24 +2.0% 1,252
WPG Advisers, LLC +24 +2.0% 1,245
Biggest Decreases (11)
HolderReducedChange %Total Shares
Diversified Enterprises, LLC -30,116 -1.9% 1,581,216
ROYAL BANK OF CANADA -14,013 -98.9% 153
Ameritas Advisory Services, LLC -7,871 -99.8% 16
TRUIST FINANCIAL CORP -2,132 -3.1% 67,636
ENVESTNET ASSET MANAGEMENT INC -1,930 -2.5% 76,622
Cetera Investment Advisers -1,446 -17.7% 6,740
OSAIC HOLDINGS, INC. -890 -8.7% 9,338
AdvisorNet Financial, Inc -851 -87.1% 126
LPL Financial LLC -318 -2.2% 13,971
ASSETMARK, INC -54 -24.1% 170
Stewardship Advisors, LLC -48 -0.5% 8,761

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For informational purposes only. Not investment advice. Data sourced from SEC filings. Privacy Terms