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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
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 $108B AUM 26.14% 1-Year Est. Return
SWGC
Summit Wealth Group (Colorado) Colorado Springs, Colorado $950M AUM 24.12% 1-Year Est. Return
STB
S&T Bank Indiana, Pennsylvania $268M AUM 39.92% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
KF
K2 Financial Glendora, California $138M AUM 11.8% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
CAG
Csenge Advisory Group Clearwater, Florida $2.18B AUM 16.73% 1-Year Est. Return

Beacon Pointe Advisors's SEIV Position: Q1 2026 in Review

Beacon Pointe Advisors reduced its SEI QiM U.S. Large Cap Value Active ETF (SEIV) stake by 1.7% in Q1 2026, selling an estimated $193K and leaving 272,159 shares worth $11.3M. The position accounts for 0.06% of the portfolio, ranked #287.

Beacon Pointe Advisors first reported a position in SEIV in Q3 2025 and has held it in 3 quarters since. The position peaked at $11.5M in Q4 2025. 57 funds tracked by Wall St. Rank hold SEIV as of Q1 2026.

  • Beacon Pointe Advisors held 272,159 shares of SEI QiM U.S. Large Cap Value Active ETF worth $11.3M as of Q1 2026.
  • Beacon Pointe Advisors sold 4,582 SEI QiM U.S. Large Cap Value Active ETF shares in Q1 2026, an estimated $193K.
  • SEI QiM U.S. Large Cap Value Active ETF made up 0.06% of Beacon Pointe Advisors's portfolio in Q1 2026, its #287 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 3 quarters since.
  • Beacon Pointe Advisors's SEI QiM U.S. Large Cap Value Active ETF position peaked at $11.5M in Q4 2025.
  • 57 funds tracked by Wall St. Rank held SEI QiM U.S. Large Cap Value Active ETF as of Q1 2026.

Based on Beacon Pointe Advisors's 13F filing for Q1 2026, filed 15 May 2026.