MAI Capital Management’s SEI QiM U.S. Large Cap Value Active ETF SEIV Stock Holding History

MAI Capital Management’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	$3.66K	Hold	88	–	–	﹤0.01%	3669
2025 Q4	$3.65K	Hold	88	–	–	﹤0.01%	3235
2025 Q3	$3.42K	Sell	88 -5	-5%	-$186	﹤0.01%	3152
2025 Q2	$3.32K	Hold	93	–	–	﹤0.01%	3239
2025 Q1	$3.02K	Hold	93	–	–	﹤0.01%	2869
2024 Q4	$3.08K	Buy	+93	New	+$3.14K	﹤0.01%	2927

Other funds holding SEIV

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 Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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 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

K2 Financial Glendora, California $138M AUM 11.8% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

MAI Capital Management's SEIV Position: Q1 2026 in Review

MAI Capital Management held its SEI QiM U.S. Large Cap Value Active ETF (SEIV) position steady in Q1 2026 at 88 shares worth $3.66K. The position accounts for ﹤0.01% of the portfolio, ranked #3669.

MAI Capital Management first reported a position in SEIV in Q4 2024 and has held it in 6 quarters since. 57 funds tracked by Wall St. Rank hold SEIV as of Q1 2026.

MAI Capital Management held 88 shares of SEI QiM U.S. Large Cap Value Active ETF worth $3.66K as of Q1 2026.
MAI Capital Management left its SEI QiM U.S. Large Cap Value Active ETF share count unchanged in Q1 2026.
SEI QiM U.S. Large Cap Value Active ETF made up ﹤0.01% of MAI Capital Management's portfolio in Q1 2026, its #3669 holding.
MAI Capital Management first reported a position in SEI QiM U.S. Large Cap Value Active ETF in Q4 2024 and has held it in 6 quarters since.
57 funds tracked by Wall St. Rank held SEI QiM U.S. Large Cap Value Active ETF as of Q1 2026.

Based on MAI Capital Management's 13F filing for Q1 2026, filed 15 May 2026.