SELV · SEI Enhanced Low Volatility U.S. Large Cap ETF ETF
$35.13
-0.42 (-1.18%)
At close · Sep 4
Institutional ownership from SEC Form 13F filings. Investment managers with more than $100 million in U.S. equities must disclose their positions every quarter, within 45 days of quarter-end, so the holdings shown can lag the market by up to a quarter.
Holders: 9
Total Value: $7,379,733
Total Shares: 265,592
Institutional Ownership Trend
8 quarters
Holder Concentration
Across 9 13F filers · Δ vs Dec 31, 2023Top Holder
45.5%
−52.8 pts
Top 5
99.0%
−1.0 pts
Top 10
100.0%
0.0 pts
HHI
4,069
Highly concentrated−5,600
Quarterly Activity
vs Dec 31, 2023
New
6
Increased
1
Decreased
1
Sold Out
1
Unchanged
1
Holder count:
+5
Institutional value:
+1238.5%
Shares held:
+1146.0%
Top Buyers
vs Dec 31, 2023| Institution | Added | Now Holds | Open |
|---|---|---|---|
| Mega UBS Group AG | +62 | 83 |
Top Sellers
vs Dec 31, 2023| Institution | Sold | Now Holds | Open |
|---|---|---|---|
| Large OSAIC HOLDINGS, INC. | −12,377 | 8,580 |
Top New Positions
vs Dec 31, 2023| Institution | Acquired | Value (USD) | Open |
|---|---|---|---|
| Mega ENVESTNET ASSET MANAGEMENT INC | 120,821 | $3,357,132 | |
| Large TRUIST FINANCIAL CORP | 117,711 | $3,270,717 | |
| Mid OLD MISSION CAPITAL LLC | 12,809 | $355,910 | |
| Mid PRINCIPAL SECURITIES, INC. | 3,110 | $86,414 | |
| Mega ROYAL BANK OF CANADA | 2,089 | $58,044 |
Top Sold-Out Positions
vs Dec 31, 2023| Institution | Previously Held | Last Value (USD) | Open |
|---|---|---|---|
| — PROEQUITIES, INC. | 0 | $0 |
| Holder | Value (USD) | % of 13F | Shares | Type | Filed | Open |
|---|---|---|---|---|---|---|
| Mega ENVESTNET ASSET MANAGEMENT INC SELV | $3,357,132 | 45.49% | 120,821 | Shares | 2024-05-13 | |
| Large TRUIST FINANCIAL CORP SELV | $3,270,717 | 44.32% | 117,711 | Shares | 2024-05-13 | |
| Mid OLD MISSION CAPITAL LLC SELV | $355,910 | 4.82% | 12,809 | Shares | 2024-05-14 | |
| Large OSAIC HOLDINGS, INC. SELV | $238,403 | 3.23% | 8,580 | Shares | 2024-05-10 | |
| Mid PRINCIPAL SECURITIES, INC. Broker-Dealer SELV | $86,414 | 1.17% | 3,110 | Shares | 2024-05-10 | |
| Mega ROYAL BANK OF CANADA Bank SELV | $58,044 | 0.79% | 2,089 | Shares | 2024-05-15 | |
| Mid EverSource Wealth Advisors, LLC SELV | $9,363 | 0.13% | 337 | Shares | 2024-05-13 | |
| Mega UBS Group AG SELV | $2,306 | 0.03% | 83 | Shares | 2024-05-13 | |
| Small Continuum Advisory, LLC SELV | $1,444 | 0.02% | 52 | Shares | 2024-05-13 |