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On this page, we present all of the funds holding SEIV from our database of 13F filers, detailed in the table below.
The first column indicates the name of each of the funds holding SEIV, with a link to that fund's top holdings. The next columns
indicate the amount of SEIV stock held by each of the funds holding SEIV, followed by the SEIV position size held by the fund, and lastly the
date of the quarterly filing period the data represents. In total, we count 17 funds holding SEIV within the last two filing periods in our coverage universe of 13F filers,
with the largest position size having been reported by Hart & Patterson Financial Group LLC. For more details on the positions held by Hart & Patterson Financial Group LLC
(or by any of the other funds holding SEIV), click the fund name in the "Holder" column of the funds-holding-SEIV table below.
| Holder | Amount | Position Size
($ in 1000's) | As of |
|---|
 Hart & Patterson Financial Group LLC | 261,133 | $8,087 | 03/31/2024 | | SEIV | 261,133 | $8,087 | 03/31/2024 | | Advisor Group Holdings Inc. | 80,260 | $2,221 | 12/31/2023 | | SEIV | 80,260 | $2,221 | 12/31/2023 | | Wealth Enhancement Advisory Services LLC | 57,471 | $1,780 | 03/31/2024 | | SEIV | 57,471 | $1,780 | 03/31/2024 | | Cambridge Investment Research Advisors Inc. | 41,074 | $1,272 | 03/31/2024 | | SEIV | 41,074 | $1,272 | 03/31/2024 | | Csenge Advisory Group | 38,107 | $1,180 | 03/31/2024 | | SEIV | 38,107 | $1,180 | 03/31/2024 | | Perigon Wealth Management LLC | 33,837 | $1,048 | 03/31/2024 | | SEIV | 33,837 | $1,048 | 03/31/2024 | | Stratos Wealth Partners LTD. | 30,430 | $942 | 03/31/2024 | | SEIV | 30,430 | $942 | 03/31/2024 | | Petra Financial Advisors Inc. | 19,077 | $591 | 03/31/2024 | | SEIV | 19,077 | $591 | 03/31/2024 | | MONECO Advisors LLC | 13,988 | $433 | 03/31/2024 | | SEIV | 13,988 | $433 | 03/31/2024 | | Private Advisor Group LLC | 9,158 | $284 | 03/31/2024 | | SEIV | 9,158 | $284 | 03/31/2024 | | Accurate Wealth Management LLC | 7,575 | $222 | 03/31/2024 | | SEIV | 7,575 | $222 | 03/31/2024 | | Royal Bank of Canada | 1,658 | $47 | 12/31/2023 | | SEIV | 1,658 | $47 | 12/31/2023 | | Northwestern Mutual Wealth Management Co. | 1,390 | $39 | 12/31/2023 | | SEIV | 1,390 | $39 | 12/31/2023 | | AdvisorNet Financial Inc | 1,054 | $33 | 03/31/2024 | | SEIV | 1,054 | $33 | 03/31/2024 | | EverSource Wealth Advisors LLC | 844 | $24 | 12/31/2023 | | SEIV | 844 | $24 | 12/31/2023 | | UBS Group AG | 163 | $5 | 12/31/2023 | | SEIV | 163 | $5 | 12/31/2023 | | Proequities Inc. | 0 | $0 | 03/31/2024 | | SEIV | 0 | $0 | 03/31/2024 | | Morgan Stanley | 1 | $0 | 12/31/2023 | | SEIV | 1 | $0 | 12/31/2023 |
See Summary: Institutional Holders of SEIV
See Details: Top 10 Hedge Funds Holding SEIV
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