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

Synergy Investment 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
Q2 		$76.2K Buy
+1,555
New +$71.2K 0.02% 316

Other funds holding SEIV

SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return
SWGC
Summit Wealth Group (Colorado) Colorado Springs, Colorado $1.21B AUM 30.23% 1-Year Est. Return
STB
S&T Bank Indiana, Pennsylvania $333M AUM 106.39% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
BPA
Beacon Pointe Advisors Newport Beach, California $21.5B AUM 23.65% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
SWM
StoneCrest Wealth Management Chandler, Arizona $313M AUM 57.57% 1-Year Est. Return
KF
K2 Financial Glendora, California $142M AUM 14.09% 1-Year Est. Return

Synergy Investment Management's SEIV Position: Q2 2026 in Review

Synergy Investment Management opened a new position in SEI QiM U.S. Large Cap Value Active ETF (SEIV) in Q2 2026: 1,555 shares worth $76.2K. The stake represents 0.02% of the portfolio and ranks #316 among its holdings.

76 funds tracked by Wall St. Rank hold SEIV as of Q2 2026.

  • Synergy Investment Management held 1,555 shares of SEI QiM U.S. Large Cap Value Active ETF worth $76.2K as of Q2 2026.
  • SEI QiM U.S. Large Cap Value Active ETF was a new Synergy Investment Management position in Q2 2026.
  • SEI QiM U.S. Large Cap Value Active ETF made up 0.02% of Synergy Investment Management's portfolio in Q2 2026, its #316 holding.
  • 76 funds tracked by Wall St. Rank held SEI QiM U.S. Large Cap Value Active ETF as of Q2 2026.

Based on Synergy Investment Management's 13F filing for Q2 2026, filed 14 Aug 2026.