54 tracked 13F filers disclose a position in SEIV as of the latest SEC 13F filings, a combined $867.6M in reported value. Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.
| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | SEI INVESTMENTS CO | $620.9M | 14.9M | ▲+1.2% Added · +184K sh | Q1 2026 | |
| 2 | SUMMIT WEALTH GROUP LLC / CO | $145.6M | 3.0M | ▲+11% Added · +293K sh | Q2 2026 | |
| 3 | ENVESTNET ASSET MANAGEMENT INC | $13.0M | 312K | ▼−0.6% Reduced · −2K sh | Q1 2026 | |
| 4 | TRUIST FINANCIAL CORP | $12.0M | 289K | ▼−0.3% Reduced · −731 sh | Q1 2026 | |
| 5 | Beacon Pointe Advisors, LLC | $11.3M | 272K | ▼−1.6% Reduced · −5K sh | Q1 2026 | |
| 6 | Merit Financial Group, LLC | $11.7M | 244K | ▲+38% Added · +67K sh | Q2 2026 | |
| 7 | StoneCrest Wealth Management, Inc. | $9.6M | 201K | ▲New +201K sh | Q2 2026 | |
| 8 | K2 Financial Inc. | $5.4M | 112K | ▼−3.5% Reduced · −4K sh | Q2 2026 | |
| 9 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $4.8M | 99K | ▲+4.3% Added · +4K sh | Q2 2026 | |
| 10 | Csenge Advisory Group | $2.8M | 66K | ▼−6.3% Reduced · −4K sh | Q1 2026 | |
| 11 | NewEdge Advisors, LLC | $2.4M | 58K | ▲+0.1% Added · +34 sh | Q1 2026 | |
| 12 | OSAIC HOLDINGS, INC. | $2.4M | 57K | ▼−90% Reduced · −495K sh | Q1 2026 | |
| 13 | EXENCIAL WEALTH ADVISORS, LLC | $2.2M | 53K | ▲+3.2% Added · +2K sh | Q1 2026 | |
| 14 | Ameritas Advisory Services, LLC | $2.1M | 50K | ▼−1.1% Reduced · −571 sh | Q1 2026 | |
| 15 | Diversified Enterprises, LLC | $2.3M | 47K | ▲+2.1% Added · +969 sh | Q2 2026 | |
| 16 | PETRA FINANCIAL ADVISORS INC | $2.1M | 44K | ▲New +44K sh | Q2 2026 | |
| 17 | United Advisor Group, LLC | $2.0M | 41K | ▼−4.8% Reduced · −2K sh | Q2 2026 | |
| 18 | Perigon Wealth Management, LLC | $1.6M | 38K | ▲+2.8% Added · +1K sh | Q1 2026 | |
| 19 | TBH Global Asset Management, LLC | $1.4M | 34K | ▲New +34K sh | Q4 2025 | |
| 20 | Apella Capital, LLC | $1.5M | 31K | ▼−18% Reduced · −7K sh | Q2 2026 | |
| 21 | LPL Financial LLC | $1.0M | 25K | ▲+33% Added · +6K sh | Q1 2026 | |
| 22 | Stewardship Advisors, LLC | $1.1M | 24K | ▼−3.0% Reduced · −743 sh | Q2 2026 | |
| 23 | Lynx Investment Advisory | $1.0M | 22K | ▼−2.3% Reduced · −512 sh | Q2 2026 | |
| 24 | Cassady Wealth & Retirement Planning, LLC | $940K | 20K | ▼−4.1% Reduced · −831 sh | Q2 2026 | |
| 25 | PRINCIPAL SECURITIES, INC. | $827K | 17K | ▲+3.1% Added · +515 sh | Q2 2026 |
Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.
Last quarter, 6 funds opened a new position in SEIV and 7 added to an existing one, while 13 reduced and 0 exited entirely — based on 13F filings from active, signal-eligible managers (passive index funds and other mechanical holders are excluded from this count).
| Company | Co-held by | Combined value |
|---|---|---|
| NVIDIA CORPNVDA | 26 funds | $5.5B |
| APPLE INCAAPL | 26 funds | $4.7B |
| MICROSOFT CORPMSFT | 26 funds | $3.6B |
| AMAZON.COM INCAMZN | 26 funds | $3.1B |
| ALPHABET INC-CL CGOOG | 26 funds | $2.2B |
| ALPHABET INC-CL AGOOGL | 26 funds | $1.9B |
| ISHARES CORE S&P 500 ETFIVV | 26 funds | $1.6B |
| META PLATFORMS INC-CLASS AMETA | 26 funds | $1.5B |
| JPMORGAN CHASE & COJPM | 26 funds | $792.5M |
| BERKSHIRE HATHAWAY INC-CL BBRK/B | 26 funds | $628.3M |
| ABBVIE INCABBV | 26 funds | $418.9M |
| VANGUARD FTSE DEVELOPED ETFVEA | 25 funds | $2.1B |
Ranked by how many of SEIV's institutional holders also hold each name, a cross-fund conviction signal.
No open-market insider transactions on file yet. Grants, gifts, and exercises live on the full insider page.
| Class | 13F holders | Value held |
|---|---|---|
| SEIMmc | 54 funds | $881.2M |
| SEIVthis pagemc | 54 funds | $867.6M |
| SEIQmc | 45 funds | $408.0M |
| 81589A874mc | 37 funds | $39.4M |
| SEIESELECT INTL EQUI | 36 funds | $159.5M |
| SELVQIM US LARGE VOL | 34 funds | $157.7M |
| SEEMSELECT EMERGING | 32 funds | $147.6M |
| QALTN/A | 30 funds | $20.7M |
Same issuer, multiple share classes. The consensus leaderboards count this company once across all classes; this is the per-class detail.
No filings captured for this ticker in the live stream yet.
Connected entities for SEIV
This stock page is the public Follow view. For one current, evidence-backed answer, use capital_change_brief through REST or MCP. It compares tracked 13F changes with qualifying Form 4 activity and cites the SEC evidence.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/stocks/SEIV/capital-change-brief"
Use Arkolith's capital_change_brief for SEIV. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
13F holdings + Form 4 insider transactions + end-of-day price history + the live filing stream, joined for SEIV. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.