19 institutions reported holding $64.8M of SEI EXCHANGE TRADED FUNDS (SELV) in SEC 13F filings for 2026-06-30. Largest institutional holders: Diversified Enterprises, LLC ($51.7M), Chatterton & Associates Inc. ($3.0M), ENVESTNET ASSET MANAGEMENT INC ($2.5M), TRUIST FINANCIAL CORP ($2.2M), WEALTH ENHANCEMENT ADVISORY SERVICES, LLC ($1.5M). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | Diversified Enterprises, LLC | $51.7M | 1.6M | Trimmed |
| 2 | Chatterton & Associates Inc. | $3.0M | 89,803 | Added |
| 3 | ENVESTNET ASSET MANAGEMENT INC | $2.5M | 76,622 | Trimmed |
| 4 | TRUIST FINANCIAL CORP | $2.2M | 67,636 | Trimmed |
| 5 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $1.5M | 44,287 | Added |
| 6 | SUMMIT WEALTH GROUP LLC / CO | $1.0M | 31,242 | Added |
| 7 | K2 Financial Inc. | $752,107 | 22,736 | Added |
| 8 | Merit Financial Group, LLC | $578,273 | 17,695 | Added |
| 9 | Stewardship Advisors, LLC | $286,309 | 8,761 | Trimmed |
| 10 | PRINCIPAL SECURITIES, INC. | $275,166 | 8,420 | Added |
| 11 | Meriwether Wealth & Planning, LLC | $264,708 | 8,100 | Hold |
| 12 | Cambridge Investment Research Advisors, Inc. | $243,000 | 7,438 | Added |
| 13 | PETRA FINANCIAL ADVISORS INC | $228,041 | 6,978 | New |
| 14 | Foundry Financial Group, Inc. | $200,982 | 6,150 | New |
| 15 | Cape Investment Advisory, Inc. | $44,510 | 1,362 | New |
| 16 | Rossby Financial, LCC | $40,915 | 1,252 | Added |
| 17 | ASSETMARK, INC | $5,556 | 170 | Trimmed |
| 18 | AdvisorNet Financial, Inc | $4,118 | 126 | Trimmed |
| 19 | HORIZON FINANCIAL SERVICES, LLC | $882 | 27 | New |
Source: SEC Form 13F filings · as of 2026-06-30