DOSSIER · 13F Holders · Q2 2026
TMLCX

SEI Tax Managed Large Cap Fund

3 institutions still hold SEI Tax Managed Large Cap Fund as of Q2 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 783925571·3 13F holders·last filed Jun 30, 2026
Market cap
13F value held
$3M
visible holders
Holders
3
filers reporting
Concentration
95.48%
Wealthspire Advisors, LLC #1
top holder share
AI Holders Summary · Q2 2026

3 institutions reported TMLCX in Q2 2026. Wealthspire Advisors, LLC leads at 95.5% of the visible book.

Top holders

Sorted by position value. Source: SEC EDGAR 13F-HR filings.

#HolderValueShares% port.Quarter
01
Wealthspire Advisors, LLC
CIK 0001646247
$3M71K0.02%Q2 2026
02
Oakworth Capital, Inc.
CIK 0001588871
$136K3K0.01%Q2 2026
03
ADIRONDACK TRUST CO
CIK 0001054257
$11K2620.00%Q2 2026