Simt Tax-MGD LRG Cap-FTMLCX
13F holders, Q1 2026 (March 31)2holders +1
1new positions
0sold out
$39.66avg. 13F price*
At the end of Q1 2026, 2 institutions reported holding Simt Tax-MGD LRG Cap-F (TMLCX) in their 13F filings, up 1 from Q4 2025. 1 opened new positions and 0 sold out. The largest holders were Oakworth Capital, Inc. ($123K) and Adirondack Trust Co. ($10K).
- Company
- Simt Tax-MGD LRG Cap-F
- Filed as
- SEI INST MANAGED TRUST TAX-MANAGED (Q1 2026)
- CUSIP
- 783925571
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 1 | $10K |
| Exits | 0 | $0 |
All 13F filers, Q4 2025 → Q1 2026: 262 shares bought, net +262 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 2 holders
| Oakworth Capital, Inc. | 0.01% | No change | 3,089 | $123K |
| Adirondack Trust Co. | 0.00% | New | 262 | $10K |
"% 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.