Simt Tax-MGD LRG Cap-FTMLCX
13F holders, Q2 2026 (June 30)3holders +1
1new positions
0sold out
$43.88avg. 13F price*
At the end of Q2 2026, 3 institutions reported holding Simt Tax-MGD LRG Cap-F (TMLCX) in their 13F filings, up 1 from Q1 2026. 1 opened new positions and 0 sold out. The largest holders were Wealthspire Advisors, LLC ($3.1M), Oakworth Capital, Inc. ($136K) and Adirondack Trust Co. ($11K).
- Company
- Simt Tax-MGD LRG Cap-F
- Filed as
- SEI INST MANAGED TRUST TAX-MANAGED (Q2 2026)
- CUSIP
- 783925571
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2026 → Q2 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 1 | $3.1M |
| Exits | 0 | $0 |
All 13F filers, Q1 2026 → Q2 2026: 70,952 shares bought, net +70,952 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 3 holders
| Wealthspire Advisors, LLC | 0.02% | New | 70,947 | $3.1M |
| Oakworth Capital, Inc. | 0.01% | Add +0.2% | 3,094 | $136K |
| Adirondack Trust Co. | 0.00% | No change | 262 | $11K |
"% of holder's portfolio" is TMLCX's weight in each manager's 13F, not the share of Simt Tax-MGD LRG Cap-F the manager owns.