Vault-13

SEI EXCHANGE TRADED FUNDS SELV

ENHANCED LOW VOL · ETP · CUSIP 81589A403

31 institutional holders +6 vs Q3 2025
4,805,7174.8m shares reported held*
$154.7mreported value*
7 new 12 added 8 reduced 1 sold out net bought ≈ $4.3m (+149.6k shares)

* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once. Holder counts are more reliable. Implied quarter-end price ≈ $32.19.

Trends to Q4 2025

Institutional holders

Managers reporting a position, each quarter

02040Q3 22: 2Q4 22: 3Q1 23: 3Q2 23: 3Q3 23: 3Q4 23: 4Q1 24: 17Q2 24: 19Q3 24: 22Q4 24: 27Q1 25: 28Q2 25: 27Q3 25: 25Q4 25: 3131Q3 22Q2 23Q1 24Q4 24Q4 25
Numbers
QuarterHolders
Q3 20222
Q4 20223
Q1 20233
Q2 20233
Q3 20233
Q4 20234
Q1 202417
Q2 202419
Q3 202422
Q4 202427
Q1 202528
Q2 202527
Q3 202525
Q4 202531

Buyers vs sellers

Managers adding to or starting a position, vs cutting or selling out

Bought or addedCut or sold out
20020Q1 24: 15 bought or addedQ1 24: 2 cut or sold outQ2 24: 6 bought or addedQ2 24: 10 cut or sold outQ2 24Q3 24: 13 bought or addedQ3 24: 10 cut or sold outQ4 24: 11 bought or addedQ4 24: 10 cut or sold outQ4 24Q1 25: 15 bought or addedQ1 25: 10 cut or sold outQ2 25: 11 bought or addedQ2 25: 13 cut or sold outQ2 25Q3 25: 15 bought or addedQ3 25: 13 cut or sold outQ4 25: 19 bought or addedQ4 25: 9 cut or sold outQ4 25
Numbers
QuarterBought or addedCut or sold out
Q1 2024152
Q2 2024610
Q3 20241310
Q4 20241110
Q1 20251510
Q2 20251113
Q3 20251513
Q4 2025199

Biggest buyers

OSAIC HOLDINGS, INC. Added +35,765+35.8k
Pollock Investment Advisors, LLC Added +28,522+28.5k
SUMMIT WEALTH GROUP LLC / CO New +24,903+24.9k
FSA Advisors, Inc. New +18,357+18.4k
SEI INVESTMENTS CO Added +9,819+9.8k
Ameritas Advisory Services, LLC New +8,212+8.2k
Cetera Investment Advisers New +7,519+7.5k
Diversified Enterprises, LLC New +6,425+6.4k
Global Retirement Partners, LLC New +4,332+4.3k
SUSQUEHANNA INTERNATIONAL GROUP, LLP Added +2,969+3.0k

Biggest sellers

CWM, LLC Reduced -527-527
K2 Financial Inc. Reduced -524-524
Beacon Pointe Advisors, LLC Reduced -503-503
TRUIST FINANCIAL CORP Reduced -443-443
ROYAL BANK OF CANADA Reduced -430-430
UBS Group AG Reduced -410-410
LPL Financial LLC Reduced -272-272
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO Sold out -167-167
AdvisorNet Financial, Inc Reduced -122-122

Holders, Q4 2025

#ManagerLocationShares Value% of their portfolioChangeShares change
1 SEI INVESTMENTS CO 0.09% of their portfolio OAKS, PA 2,708,2062.7m $87.5m $87.5m 0.09% Added +9.8k +9,819
2 Pollock Investment Advisors, LLC 37.87% of their portfolio ANN ARBOR, MI 1,594,3231.6m $51.5m $51.5m 37.87% Added +28.5k +28,522
3 ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio Berwyn, PA 79,36279.4k $2.6m $2.6m 0.00% Added +228 +228
4 TRUIST FINANCIAL CORP 0.00% of their portfolio CHARLOTTE, NC 71,65571.7k $2.3m $2.3m 0.00% Reduced -443 -443
5 Chatterton & Associates Inc. 1.29% of their portfolio ANAHEIM, CA 46,61046.6k $1.5m $1.5m 1.29% First filing
6 WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 0.00% of their portfolio PLYMOUTH, MN 45,15445.2k $1.5m $1.5m 0.00% Added +2.9k +2,887
7 OSAIC HOLDINGS, INC. 0.00% of their portfolio SCOTTSDALE, AZ 41,96042.0k $1.4m $1.4m 0.00% Added +35.8k +35,765
8 Beacon Pointe Advisors, LLC 0.01% of their portfolio NEWPORT BEACH, CA 31,29731.3k $1.0m $1.0m 0.01% Reduced -503 -503
9 SUMMIT WEALTH GROUP LLC / CO 0.11% of their portfolio COLORADO SPRINGS, CO 24,90324.9k $804.6k $804.6k 0.11% New
10 K2 Financial Inc. 0.56% of their portfolio GLENDORA, CA 22,14422.1k $719.7k $719.7k 0.56% Reduced -524 -524
11 NewEdge Advisors, LLC 0.00% of their portfolio NEW ORLEANS, LA 18,67518.7k $603.4k $603.4k 0.00% Added +65 +65
12 FSA Advisors, Inc. 0.02% of their portfolio TROY, MI 18,35718.4k $22.5k $22.5k 0.02% New
13 Merit Financial Group, LLC 0.00% of their portfolio ALPHARETTA, GA 17,75217.8k $573.6k $573.6k 0.00% Added +1.3k +1,295
14 LPL Financial LLC 0.00% of their portfolio FORT MILL, SC 12,93712.9k $418.0k $418.0k 0.00% Reduced -272 -272
15 SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.00% of their portfolio BALA CYNWYD, PA 9,4549.5k $305.5k $305.5k 0.00% Added +3.0k +2,969
16 Stewardship Advisors, LLC 0.06% of their portfolio MOUNT JOY, PA 8,6108.6k $278.2k $278.2k 0.06% Added +573 +573
17 Ameritas Advisory Services, LLC 0.01% of their portfolio Lincoln, NE 8,2128.2k $265.3k $265.3k 0.01% New
18 Meriwether Wealth & Planning, LLC 0.15% of their portfolio MINDEN, LA 8,1008.1k $261.7k $261.7k 0.15% Unchanged
19 PRINCIPAL SECURITIES, INC. 0.00% of their portfolio DES MOINES, IA 7,7257.7k $249.6k $249.6k 0.00% Added +587 +587
20 Cetera Investment Advisers 0.00% of their portfolio SCHAUMBURG, IL 7,5197.5k $242.9k $242.9k 0.00% New
21 PETRA FINANCIAL ADVISORS INC 0.13% of their portfolio COLORADO SRPINGS, CO 6,7996.8k $219.7k $219.7k 0.13% Added +260 +260
22 Diversified Enterprises, LLC 0.01% of their portfolio Wilmington, DE 6,4256.4k $207.6k $207.6k 0.01% New
23 Global Retirement Partners, LLC 0.00% of their portfolio San Rafael, CA 4,3324.3k $140.0k $140.0k 0.00% New
24 Cape Investment Advisory, Inc. 0.01% of their portfolio MCDONOUGH, GA 1,3621.4k $44.0k $44.0k 0.01% Unchanged
25 WPG Advisers, LLC 0.03% of their portfolio BALTIMORE, MD 1,2501.2k $40.4k $40.4k 0.03% Added +15 +15
26 AdvisorNet Financial, Inc 0.00% of their portfolio MINNETONKA, MN 977977 $31.6k $31.6k 0.00% Reduced -122 -122
27 CWM, LLC 0.00% of their portfolio OMAHA, NE 904904 $29.0k $29.0k 0.00% Reduced -527 -527
28 JPMORGAN CHASE & CO 0.00% of their portfolio NEW YORK, NY 250250 $8.1k $8.1k 0.00% New
29 ASSETMARK, INC 0.00% of their portfolio CONCORD, CA 206206 $6.7k $6.7k 0.00% Unchanged
30 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 174174 $6.0k $6.0k 0.00% Reduced -430 -430
31 UBS Group AG 0.00% of their portfolio ZURICH, V8 8383 $2.7k $2.7k 0.00% Reduced -410 -410