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

Valmark Advisers’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	$224K	Buy	+4,677	New	+$214K	﹤0.01%	694

Other funds holding SEIV

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 Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Beacon Pointe Advisors Newport Beach, California $21.5B AUM 23.65% 1-Year Est. Return

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

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

K2 Financial Glendora, California $142M AUM 14.09% 1-Year Est. Return

Valmark Advisers's SEIV Position: Q2 2026 in Review

Valmark Advisers opened a new position in SEI QiM U.S. Large Cap Value Active ETF (SEIV) in Q2 2026: 4,677 shares worth $224K. The stake represents ﹤0.01% of the portfolio and ranks #694 among its holdings.

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

Valmark Advisers held 4,677 shares of SEI QiM U.S. Large Cap Value Active ETF worth $224K as of Q2 2026.
SEI QiM U.S. Large Cap Value Active ETF was a new Valmark Advisers position in Q2 2026.
SEI QiM U.S. Large Cap Value Active ETF made up ﹤0.01% of Valmark Advisers's portfolio in Q2 2026, its #694 holding.
76 funds tracked by Wall St. Rank held SEI QiM U.S. Large Cap Value Active ETF as of Q2 2026.

Based on Valmark Advisers's 13F filing for Q2 2026, filed 6 Aug 2026.