SEI Tax-Managed Large Cap (SIM

TMLCX

Institutions

Combined AUM (Q2 2026)

$3.3M

Combined Shares (Q2 2026)

74,303

Overall Trend

Increase

All institutions combined

📥 Inflow (Q1 2026→Q2 2026)

+70,952

2 · 1 New Buys · ≈ —

📤 Outflow (Q1 2026→Q2 2026)

-0

0 · 0 Exit · ≈ —

⚖️ Net

+70,952

—

Net Buy

💰 Net Value

≈ —

—

est. price —

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Latest AUM (Q2 2026)

$3.3M

Institutions

New Buys

Adds

Reduces

Exits

Unchanged

	Portfolio %	Prev Q %	Rank	Q2 2026 Value	Q2 2026 Shares	Prev Q Value	Prev Q Shares	Shares Change	Action
Wealthspire Advisors, LLC	0.02%	—	#1	$3.1M	70,947	$0	0	+70,947	New Buy
Oakworth Capital, Inc.	0.01%	0.01%	#2	$135,919	3,094	$122,524	3,089	+5+0.16%	Add
ADIRONDACK TRUST CO	<0.01%	<0.01%	#3	$11,496	262	$10,390	262	00.00%	Unchanged

🧭 Institutional Sector Flow Heatmap

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Net Outflow Net Inflow