SEIV vs SEIM overlap
SEIV and SEIM overlap 18.4% by weight, across 14 shared holdings.
Pick 2 to 4 ETFs.
Top shared holdings
| Holding | SEIV | SEIM | Overlap |
|---|---|---|---|
| Nvidia Corp.NVDA | 3.57% | 6.24% | 3.57% |
| Micron TechMU | 3.14% | 2.98% | 2.98% |
| Apple Inc.AAPL | 2.85% | 2.90% | 2.85% |
| Cardinal HealthCAH | 2.48% | 1.99% | 1.99% |
| Microsoft Corp.MSFT | 1.92% | 2.66% | 1.92% |
| DELL Techn-CDELL | 1.24% | 2.28% | 1.24% |
| TD Synnex Corp.SNX | 0.93% | 1.40% | 0.93% |
| Expedia Group inEXPE | 0.90% | 1.52% | 0.90% |
| Fox Corp. - aFOXA | 0.66% | 0.40% | 0.40% |
| Fox Corp. - BFOX | 0.40% | 0.40% | 0.40% |
| Amazon.COM Inc.AMZN | 0.38% | 1.05% | 0.38% |
| Newmont Corp.NEM | 0.36% | 1.72% | 0.36% |
| F5 Inc.FFIV | 0.79% | 0.33% | 0.33% |
| Alphabet Inc.-CGOOG | 2.72% | 0.13% | 0.13% |
Overlap by weight adds up the smaller weight of each holding the funds share, so 100% means identical portfolios. Long securities only: derivatives and cash vehicles are left out. Sources: SEIV, SEC Form N-PORT, June 30, 2026; SEIM, SEC Form N-PORT, June 30, 2026.
Largest institutions holding both
| Firm | SEIV | SEIM |
|---|---|---|
| SEI Investments Co | $700.9M | $721.0M |
| Summit Wealth Group LLC | $145.6M | $149.0M |
| Merit Financial Group, LLC | $11.7M | $36.7M |
| S&T Bank | $21.9M | $22.5M |
| Envestnet Asset Management Inc. | $14.4M | $14.8M |
| Truist Financial Corp. | $13.5M | $13.9M |
| Beacon Pointe Advisors, LLC | $12.4M | $12.8M |
| Cambridge Investment Research Advisors, Inc. | $10.5M | $3.3M |
| K2 Financial Inc. | $5.4M | $5.4M |
| Wealth Enhancement Advisory Services, LLC | $4.8M | $4.6M |
| Global Retirement Partners, LLC | $3.5M | $3.6M |
| Csenge Advisory Group | $3.0M | $3.1M |
| NewEdge Advisors, LLC | $2.6M | $2.7M |
| Diversified Enterprises, LLC | $2.3M | $2.3M |
| Perigon Wealth Management, LLC | $1.7M | $2.8M |
This compares who owns the funds, not what the funds hold. From SEC Form 13F, for managers with $100M+ in US securities.
Who owns them: SEIV institutional holders, SEIM institutional holders.
Frequently asked questions
How much do SEIV and SEIM overlap?
18.4% by weight, with 14 holdings in common, using holdings for SEIV as of June 30, 2026 and SEIM as of June 30, 2026. The largest shared position is NVDA.
Do institutions hold both SEIV and SEIM?
65 Form 13F filers report positions in both, out of 84 that report either one.
How is overlap by weight worked out?
For each holding the two funds share, take the smaller of the two weights, then add those up. Identical portfolios score 100%.