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Beacon Pointe Advisors’s SEI QiM U.S. Large Cap Value Active ETF SEIV Stock Holding History

Beacon Pointe Advisors’s Portfolio SEIV Stock Details SEIV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$12.4M Sell
257,864
-14,295
-5% -$654K 0.06% 291
2026
Q1 		$11.3M Sell
272,159
-4,582
-2% -$193K 0.06% 287
2025
Q4 		$11.5M Sell
276,741
-5,950
-2% -$238K 0.08% 227
2025
Q3 		$11M Buy
+282,691
New +$10.5M 0.09% 207

Other funds holding SEIV

SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return
SWGC
Summit Wealth Group (Colorado) Colorado Springs, Colorado $1.21B AUM 30.23% 1-Year Est. Return
STB
S&T Bank Indiana, Pennsylvania $333M AUM 106.39% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
SWM
StoneCrest Wealth Management Chandler, Arizona $313M AUM 57.57% 1-Year Est. Return
KF
K2 Financial Glendora, California $142M AUM 14.09% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Beacon Pointe Advisors's SEIV Position: Q2 2026 in Review

Beacon Pointe Advisors reduced its SEI QiM U.S. Large Cap Value Active ETF (SEIV) stake by 5.3% in Q2 2026, selling an estimated $654K and leaving 257,864 shares worth $12.4M. The position accounts for 0.06% of the portfolio, ranked #291.

Beacon Pointe Advisors first reported a position in SEIV in Q3 2025 and has held it in 4 quarters since. 76 funds tracked by Wall St. Rank hold SEIV as of Q2 2026.

  • Beacon Pointe Advisors held 257,864 shares of SEI QiM U.S. Large Cap Value Active ETF worth $12.4M as of Q2 2026.
  • Beacon Pointe Advisors sold 14,295 SEI QiM U.S. Large Cap Value Active ETF shares in Q2 2026, an estimated $654K.
  • SEI QiM U.S. Large Cap Value Active ETF made up 0.06% of Beacon Pointe Advisors's portfolio in Q2 2026, its #291 holding.
  • Beacon Pointe Advisors first reported a position in SEI QiM U.S. Large Cap Value Active ETF in Q3 2025 and has held it in 4 quarters since.
  • 76 funds tracked by Wall St. Rank held SEI QiM U.S. Large Cap Value Active ETF as of Q2 2026.

Based on Beacon Pointe Advisors's 13F filing for Q2 2026, filed 18 Aug 2026.