CAHILL FINANCIAL ADVISORS INC SEIV — SEI ENHANCED U.S. LARGE CAP VALUE FACTOR ETF

Ownership history in CAHILL FINANCIAL ADVISORS INC  ·  9 quarters on record

AI Ownership Summary

CAHILL FINANCIAL ADVISORS INC reported SEI ENHANCED U.S. LARGE CAP VALUE FACTOR ETF (SEIV) in 9 quarterly 13F filings from 2024 Q1 through 2026 Q1. Peak portfolio weight reached 0.35% in 2024 Q3. The latest visible filing shows SEIV at 0.18% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this SEIV ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was CAHILL FINANCIAL ADVISORS INC's position in SEI ENHANCED U.S. LARGE CAP VALUE FACTOR ETF, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

SEIV was reported at 0.18% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.35% in 2024 Q3

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q1 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

SEIV stock page CAHILL FINANCIAL ADVISORS INC fund profile CAHILL FINANCIAL ADVISORS INC full holdings
How CAHILL FINANCIAL ADVISORS INC held SEIV — position size vs. price
% of Fund (quarterly)    SEIV price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 9 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 REDUCED — — — 39,736 -11,866 -23.0% 0.18% $1.7M 2026-05-13 $45.84
2025 Q4 REDUCED 15.1% +0.1% ❌ 51,602 -9,149 -15.1% 0.23% $2.1M 2026-02-18 $43.02
2025 Q3 ADDED — — — 60,751 +8,625 +16.5% 0.27% $2.4M 2025-11-03 $39.40
2025 Q2 REDUCED 11.4% +9.2% ❌ 52,126 -6,688 -11.4% 0.23% $1.9M 2025-08-07 $35.53
2025 Q1 REDUCED 12.5% +10.5% ❌ 58,814 -8,412 -12.5% 0.26% $1.9M 2025-05-15 $33.76
2024 Q4 REDUCED 13.4% -2.0% ✅ 67,226 -10,405 -13.4% 0.30% $2.2M 2025-02-14 $33.69
2024 Q3 REDUCED — — — 77,631 -281 -0.4% 0.35% $2.6M 2024-11-12 $33.80
2024 Q2 REDUCED — — — 77,912 -403 -0.5% 0.33% $2.4M 2024-08-07 $28.90
2024 Q1 INITIATED — — — 78,315 — — 0.33% $2.4M 2024-05-13 $29.43

🏢 Other funds also holding SEIV

As of 2026 Q1 — sorted by position size

SUMMIT WEALTH GROUP LLC / CO 11.98% S&T BANK/PA 3Y 7Y 6.49% K2 Financial Inc. 3.73% COMPASS CAPITAL CORP /MA/ /ADV 0.63% SEI INVESTMENTS CO 3Y 7Y 0.57% Cassady Wealth & Retirement Planning, LLC 0.57% Lynx Investment Advisory 0.44% TBH Global Asset Management, LLC 3Y 0.28% Accelerate Investment Advisors LLC 0.24% Stewardship Advisors, LLC 3Y 0.24%

FAQ About CAHILL FINANCIAL ADVISORS INC and SEIV

These are the practical questions this page is built to answer before you even open the full history table.

How long has CAHILL FINANCIAL ADVISORS INC reported owning SEIV?

CAHILL FINANCIAL ADVISORS INC reported SEIV across 9 quarterly 13F filings, from 2024 Q1 through 2026 Q1.

What was the largest reported SEIV position in CAHILL FINANCIAL ADVISORS INC's portfolio?

The largest reported portfolio weight for SEIV was 0.35% in 2024 Q3.

What is the latest reported SEIV position on this page?

The most recent filing on this page is 2026 Q1, when CAHILL FINANCIAL ADVISORS INC reported 39,736 shares, equal to 0.18% of portfolio, with an estimated market value of $1.7M.

What does the chart on this SEIV ownership page compare?

The chart compares CAHILL FINANCIAL ADVISORS INC's quarterly SEIV portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did CAHILL FINANCIAL ADVISORS INC time their SEIV position?

Based on 13F filing dates vs. subsequent SEIV price moves, CAHILL FINANCIAL ADVISORS INC correctly timed 2 out of 8 reported position changes (25%). The annualised alpha on SEIV relative to SPY over the holding period was +3.3%.

← Back to CAHILL FINANCIAL ADVISORS INC Holdings