Cambridge Investment Research Advisors
SEIV icon

Cambridge Investment Research Advisors’s SEI QiM U.S. Large Cap Value Active ETF SEIV Stock Holding History

Cambridge Investment Research 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 		$9.55M Buy
229,696
+28,518
+14% +$1.2M 0.02% 638
2025
Q4 		$8.35M Buy
201,178
+10,510
+6% +$421K 0.02% 662
2025
Q3 		$7.42M Buy
190,668
+142,154
+293% +$5.29M 0.02% 707
2025
Q2 		$1.73M Buy
48,514
+2,922
+6% +$96.4K 0.01% 1537
2025
Q1 		$1.48M Sell
45,592
-2,960
-6% -$99.4K 0.01% 1567
2024
Q4 		$1.61M Buy
48,552
+1,366
+3% +$46.1K 0.01% 1515
2024
Q3 		$1.55M Buy
47,186
+4,068
+9% +$129K 0.01% 1546
2024
Q2 		$1.34M Buy
43,118
+2,044
+5% +$62.3K 0.01% 1567
2024
Q1 		$1.27M Buy
+41,074
New +$1.19M ﹤0.01% 1568

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 $74.1B AUM 21.09% 1-Year Est. Return
BPA
Beacon Pointe Advisors Newport Beach, California $18.9B AUM 18.9% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $13.4B AUM 19.09% 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 $45.5B AUM 21.01% 1-Year Est. Return
CAG
Csenge Advisory Group Clearwater, Florida $2.18B AUM 16.73% 1-Year Est. Return