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

Concurrent Investment 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 		$479K Sell
11,516
-388
-3% -$16.4K 0.01% 1232
2025
Q4 		$494K Sell
11,904
-523
-4% -$20.9K 0.01% 1146
2025
Q3 		$483K Buy
12,427
+4,735
+62% +$176K 0.01% 928
2025
Q2 		$275K Buy
+7,692
New +$254K 0.01% 1105

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
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 $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

Concurrent Investment Advisors's SEIV Position: Q1 2026 in Review

Concurrent Investment Advisors reduced its SEI QiM U.S. Large Cap Value Active ETF (SEIV) stake by 3.3% in Q1 2026, selling an estimated $16.4K and leaving 11,516 shares worth $479K. The position accounts for 0.01% of the portfolio, ranked #1232.

Concurrent Investment Advisors first reported a position in SEIV in Q2 2025 and has held it in 4 quarters since. The position peaked at $494K in Q4 2025. 57 funds tracked by Wall St. Rank hold SEIV as of Q1 2026.

  • Concurrent Investment Advisors held 11,516 shares of SEI QiM U.S. Large Cap Value Active ETF worth $479K as of Q1 2026.
  • Concurrent Investment Advisors sold 388 SEI QiM U.S. Large Cap Value Active ETF shares in Q1 2026, an estimated $16.4K.
  • SEI QiM U.S. Large Cap Value Active ETF made up 0.01% of Concurrent Investment Advisors's portfolio in Q1 2026, its #1232 holding.
  • Concurrent Investment Advisors first reported a position in SEI QiM U.S. Large Cap Value Active ETF in Q2 2025 and has held it in 4 quarters since.
  • Concurrent Investment Advisors's SEI QiM U.S. Large Cap Value Active ETF position peaked at $494K 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 Concurrent Investment Advisors's 13F filing for Q1 2026, filed 21 Apr 2026.