Public ownership evidence

SEI QiM U.S. Large Cap Value Active ETF (SEIV) Ownership Disclosures

Read SEIV insider transactions, institutional 13F filings and Congressional disclosures with report dates, public availability and original receipts.

As of 2026-10-10T12:08:28.848Z

Separate the three disclosure sources

Step 1 of 3

Recent institutional filing receipts

SEI QiM U.S. Large Cap Value Active ETF: source evidence dated 2026-10-10T12:08:28.848Z.

Manager
MERCER GLOBAL ADVISORS INC /ADV
Report period
2026-06-30
Available
2026-08-20
Reported shares
4,174
Value (USD)
$200,352
Option
None
What you should see

The displayed owner or issuer and source fields identify the receipt to verify; keep reporting and availability dates separate.

Step 2 of 3

Is this an insider transaction, 13F holding, or Congressional event?

Each source has different dates and units. Raw ticker-matched receipts, including amendments, are not deduplicated current ownership totals.

13F 0000853758-26-000016
What you should see

Follow the source receipt or manager/member profile. Avoid combining transaction value and 13F position value into an ownership percentage.

Step 3 of 3

Read SEIV fundamentals

Follow the source receipt or manager/member profile. Avoid combining transaction value and 13F position value into an ownership percentage.

Read SEIV fundamentals
What you should see

Keep reporting dates and units beside the answer, and inspect its original citations.

Recent Form 4 activity

No matching purchases, sales or awards were returned in this 90-day public filing window.

Scroll sideways to compare all columns. Select a heading to sort.

No records are available for this view.

90-day public availability window, up to 50 records.

Recent institutional filing receipts

See the complete recent institutional filing receipts

These are raw ticker-matched positions in recent 13F receipts, including amendments. They are not deduplicated current ownership totals. Open the manager profile to inspect its effective filing book.

Scroll sideways to compare all columns. Select a heading to sort.

MERCER GLOBAL ADVISORS INC /ADV2026-06-302026-08-204,174$200,352None
Beacon Pointe Advisors, LLC2026-06-302026-08-19257,864$12,377,472None
AMERIFLEX GROUP, INC.2026-06-302026-08-15234$11,232None
Synergy Investment Management, LLC2026-06-302026-08-151,555$76,164None
SEI INVESTMENTS CO2026-06-302026-08-1514,601,161$700,855,938None
Lifeworks Advisors, LLC2026-06-302026-08-156,080$291,853None
AIRE ADVISORS, LLC2026-06-302026-08-154,772$229,051None
Ameritas Advisory Services, LLC2026-06-302026-08-1515$720None
OSAIC HOLDINGS, INC.2026-06-302026-08-151,487$71,376None
OSAIC HOLDINGS, INC.2026-06-302026-08-1542,970$2,062,613None
SUSQUEHANNA INTERNATIONAL GROUP, LLP2026-06-302026-08-158,737$419,376None
FIDUCIARY FINANCIAL ADVISORS2026-06-302026-08-1530$1,434None
FIDUCIARY FINANCIAL ADVISORS2026-06-302026-08-158$388None
FIDUCIARY FINANCIAL ADVISORS2026-06-302026-08-1522$1,066None
FIDUCIARY FINANCIAL ADVISORS2026-06-302026-08-15277$13,317None
FIDUCIARY FINANCIAL ADVISORS2026-06-302026-08-15249$11,954None
JONES FINANCIAL COMPANIES LLLP2026-06-302026-08-15256$12,280None
ROYAL BANK OF CANADA2026-06-302026-08-156,338$304,000None
TWO SIGMA INVESTMENTS, LP2026-06-302026-08-1593,100$4,468,800None
GOLDMAN SACHS GROUP INC2026-06-302026-08-1526,084$1,252,032None
WELLS FARGO & COMPANY/MN2026-06-302026-08-151,476$70,848None
TOP Private Wealth LLC.2026-06-302026-08-14597$28,656None
Silver Grove Financial Group, Inc.2026-06-302026-08-142,402$115,296None
COMPASS CAPITAL CORP /MA/ /ADV2026-06-302026-08-1444,463$2,250,272None
COMPASS FINANCIAL MANAGEMENT LLC2026-06-302026-08-13250$12,000None
Cetera Investment Advisers2026-06-302026-08-135,770$276,980None
Advisory Services Network, LLC2026-06-302026-08-13870$41,760None
Advisory Services Network, LLC2026-06-302026-08-133,675$176,400None
NewEdge Advisors, LLC2026-06-302026-08-1353,793$2,582,064None
Summit Financial, LLC2026-06-302026-08-134,380$210,240None
Accelerate Investment Advisors LLC2026-06-302026-08-138,539$409,872None
S&T Bank/PA2026-06-302026-08-13448,199$21,513,552None
S&T Bank/PA2026-06-302026-08-138,383$402,384None
HARBOUR INVESTMENTS, INC.2026-06-302026-08-133,071$147,408None
JPMORGAN CHASE & CO2026-06-302026-08-1385$4,095None
Stratos Wealth Partners, LTD.2026-06-302026-08-1215,466$742,368None
CAHILL FINANCIAL ADVISORS INC2026-06-302026-08-1231,155$1,495,440None
CAHILL FINANCIAL ADVISORS INC2026-06-302026-08-125,782$277,536None
MERCER GLOBAL ADVISORS INC /ADV2026-06-302026-08-124,174$200,352None
UPTICK PARTNERS, LLC2026-06-302026-08-1124,412$1,171,757None
Csenge Advisory Group2026-06-302026-08-1161,947$2,973,456None
Savant Capital, LLC2026-06-302026-08-1144,836$2,271,392None
FIG FINANCIAL ADVISORY SERVICES INC /ADV2026-03-312026-08-1138,819$1,613,318None
CALTON & ASSOCIATES, INC.2026-06-302026-08-114,322$207,456None
Perigon Wealth Management, LLC2026-06-302026-08-0836,180$1,736,640None
LPL Financial LLC2026-06-302026-08-0823,494$1,127,712None
WPG Advisers, LLC2026-06-302026-08-073,992$191,616None
Global Retirement Partners, LLC2026-06-302026-08-0773,903$3,547,344None
Continuum Advisory, LLC2026-06-302026-08-072,689$129,072None
Valmark Advisers, Inc.2026-06-302026-08-074,677$224,496None

90-day public filing window, up to 50 source positions.

MERCER GLOBAL ADVISORS INC /ADV ↗Beacon Pointe Advisors, LLC ↗AMERIFLEX GROUP, INC. ↗Synergy Investment Management, LLC ↗SEI INVESTMENTS CO ↗Lifeworks Advisors, LLC ↗AIRE ADVISORS, LLC ↗Ameritas Advisory Services, LLC ↗OSAIC HOLDINGS, INC. ↗OSAIC HOLDINGS, INC. ↗

Recent Congressional disclosures

No matching Congressional transactions were returned in this source preview.

Scroll sideways to compare all columns. Select a heading to sort.

No records are available for this view.

Bounded public source preview, up to 25 disclosed events.

How to read the disclosure dates

The tables report different things: insider transactions, institutional positions and Congressional transaction ranges. Read each table with its source dates and units. They cannot be added into a combined ownership percentage.

  1. Company insiders

    SEC Form 4 purchases, sales and awards report transactions and their public filing availability.

  2. Institutional managers

    13F reports disclose delayed quarter-end positions. They are not a record of trades between quarters.

  3. Congressional filers

    Periodic transaction reports disclose transaction dates and amount brackets. Public filing dates determine what researchers could know.

Institutional source directory ↗Congressional source directory ↗

Read the transaction codes

Awards use transaction code A, purchases P and sales S. An acquisition from an award is not the same as an open-market purchase. Joint filers may share a transaction. Use original receipts and availability dates to interpret the events.

Aurora · AI research assistant

Try this in Aurora

Edit the request, then open it in Aurora. You choose when to send it.