Citadel Advisors
SEIV icon

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

Citadel 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 		– Sell
-20,832
Closed -$865K – 14322
2025
Q4 		$865K Buy
20,832
+5,382
+35% +$215K ﹤0.01% 7730
2025
Q3 		$601K Buy
+15,450
New +$575K ﹤0.01% 8678
2025
Q2 		– Sell
-20,082
Closed -$652K – 14978
2025
Q1 		$652K Buy
20,082
+9,980
+99% +$335K ﹤0.01% 7889
2024
Q4 		$335K Buy
10,102
+2,854
+39% +$96.4K ﹤0.01% 9432
2024
Q3 		$239K Buy
+7,248
New +$229K ﹤0.01% 9785

Other funds holding SEIV

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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
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 $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 $59.6B AUM 29.42% 1-Year Est. Return