Sei Qim US Large Cap MomentuSEIMETF

13F holders, Q2 2026 (June 30)
72holders +15
19new positions
4sold out
1famous investor
$56.13avg. 13F price*

At the end of Q2 2026, 72 institutions reported holding Sei Qim US Large Cap Momentu (SEIM) in their 13F filings, up 15 from Q1 2026. 19 opened new positions and 4 sold out. The largest holders were Sei Investments Co. ($721.0M), Summit Wealth Group LLC / Co. ($149.0M) and Merit Financial Group, LLC ($36.7M). One famous investor held it Ken Griffin (0.0% of Citadel Advisors's portfolio).

Company
Sei Qim US Large Cap Momentu
Filed as
SEI EXCHANGE TRADED FUNDS (Q2 2026)
CUSIP
81589A205
Latest filing quarter
Q2 2026

History

Number of 13F holders

020406080 Q1 2024: 27Q1 2024Q2 2024: 36Q2 2024Q3 2024: 36Q3 2024Q4 2024: 48Q4 2024Q1 2025: 50Q1 2025Q2 2025: 52Q2 2025Q3 2025: 58Q3 2025Q4 2025: 61Q4 2025Q1 2026: 57Q1 2026Q2 2026: 72Q2 2026

Total Exit/New Position Q1 2026 → Q2 2026

InstitutionsTotal Value
New Positions19$6.6M
Exits4$589K

All 13F filers, Q1 2026 → Q2 2026: 507,264 shares bought and 791,929 shares sold, net −284,665 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 72 holders

Sei Investments Co. 0.64% Reduce -4.7% 12,840,416 $721.0M
Summit Wealth Group LLC / Co. 12.33% Add +10.1% 2,653,233 $149.0M
Merit Financial Group, LLC 0.23% Add +13.5% 652,788 $36.7M
S&T Bank 6.75% Add +9.3% 400,776 $22.5M
Envestnet Asset Management Inc. 0.00% Reduce -1.3% 263,267 $14.8M
Truist Financial Corp. 0.02% Reduce -1.8% 247,867 $13.9M
Beacon Pointe Advisors, LLC 0.06% Reduce -6.8% 227,454 $12.8M
K2 Financial Inc. 3.80% Reduce -5.8% 98,882 $5.4M
Wealth Enhancement Advisory Services, LLC 0.01% Reduce -1.4% 83,333 $4.6M
Global Retirement Partners, LLC 0.06% — 64,659 $3.6M
Cambridge Investment Research Advisors, Inc. 0.01% Add +2.5% 59,588 $3.3M
Meriwether Wealth & Planning, LLC 1.54% Add +15.7% 55,153 $3.1M
Csenge Advisory Group 0.12% Reduce -7.8% 54,631 $3.1M
Perigon Wealth Management, LLC 0.04% Add +48.2% 49,916 $2.8M
NewEdge Advisors, LLC 0.01% Reduce -8.1% 47,709 $2.7M
Diversified Enterprises, LLC 0.11% Reduce -0.2% 41,413 $2.3M
Savant Capital, LLC 0.01% New 40,371 $2.2M
Petra Financial Advisors Inc. 1.01% New 38,729 $2.2M
Compass Capital Corp. /Ma/ 0.70% Add +12.9% 38,579 $2.1M
United Advisor Group, LLC 0.22% Reduce -5.9% 36,093 $2.0M
Cahill Financial Advisors Inc. 0.17% Reduce -9.1% 32,371 $1.8M
Apella Capital, LLC 0.02% Reduce -18.4% 27,813 $1.5M
Independent Wealth Network Inc. 0.32% Add +11.1% 22,474 $1.3M
LPL Financial LLC 0.00% Reduce -3.5% 21,269 $1.2M
Stewardship Advisors, LLC 0.24% Reduce -4.9% 20,915 $1.2M
Lynx Investment Advisory 0.33% Reduce -5.3% 17,665 $992K
Cassady Wealth & Retirement Planning, LLC 0.45% Reduce -5.7% 17,166 $964K
Osaic Holdings, Inc. 0.00% Reduce -55.3% 15,564 $874K
Citadel Advisors 0.00% Reduce -9.5% 15,241 $856K
Principal Securities, Inc. 0.01% Add +3.7% 15,187 $853K
Cetera Investment Advisers 0.00% Reduce -27.1% 14,753 $828K
Stratos Wealth Partners, LTD. 0.01% Add +7.7% 13,725 $771K
Concurrent Investment Advisors, LLC 0.00% Reduce -6.5% 9,701 $545K
Accelerate Investment Advisors LLC 0.25% Reduce -0.5% 7,816 $439K
Royal Bank of Canada 0.00% Reduce -25.6% 7,752 $435K
LexAurum Advisors, LLC 0.05% Reduce -7.8% 7,539 $423K
Investmark Advisory Group LLC 0.15% Add +9.9% 7,190 $404K
Morgan Stanley 0.00% No change 6,025 $338K
OneAscent Financial Services LLC 0.02% Reduce -2.4% 5,997 $337K
UBS Group AG 0.00% Add +1.6% 5,684 $319K
Lifeworks Advisors, LLC 0.03% New 5,492 $308K
Valmark Advisers, Inc. 0.00% No change 4,880 $274K
Susquehanna International Group, LLP 0.00% Reduce -78.1% 4,475 $251K
Foundry Financial Group, Inc. 0.10% New 4,285 $241K
Summit Financial, LLC 0.00% New 3,935 $221K
Advisory Services Network, LLC 0.00% Add +9.7% 3,928 $221K
Park Avenue Securities LLC 0.00% New 3,926 $220K
Rossby Financial, LCC 0.04% Add +7.3% 3,864 $217K
Calton & Associates, Inc. 0.03% New 3,754 $211K
Meridian Wealth Management, LLC 0.01% New 3,701 $208K
Mercer Global Advisors Inc. 0.00% New 3,633 $204K
WPG Advisers, LLC 0.12% Reduce -7.2% 3,560 $200K
AdvisorNet Financial, Inc 0.01% Add +74.4% 2,750 $154K
Harbour Investments, Inc. 0.00% Reduce -7.0% 2,677 $150K
Continuum Advisory, LLC 0.01% New 2,342 $132K
Northwestern Mutual Wealth Management Co. 0.00% New 2,173 $122K
Silver Grove Financial Group, Inc. 0.07% Reduce -8.3% 2,138 $120K
Assetmark, Inc. 0.00% Reduce -1.8% 1,461 $82K
Whipplewood Advisors, LLC 0.05% Reduce -53.3% 1,434 $81K
Wells Fargo & Company 0.00% New 1,330 $75K
Synergy Investment Management, LLC 0.02% New 1,393 $71K
Vanguard Advisers Inc. 0.00% New 1,118 $63K
TOP Private Wealth LLC. 0.03% — 541 $30K
Cape Investment Advisory, Inc. 0.01% New 429 $24K
Blue Trust, Inc. 0.00% New 342 $19K
IFP Advisors, Inc 0.00% No change 265 $15K
Jones Financial Companies LLLP 0.00% New 230 $13K
Ameriflex Group, Inc. 0.00% New 213 $12K
Ameritas Advisory Services, LLC 0.00% Reduce -99.5% 205 $12K
JPMorgan Chase & Co. 0.00% No change 80 $4K
CoreCap Advisors, LLC 0.00% No change 49 $3K
Horizon Financial Services, LLC 0.00% New 37 $2K

"% of holder's portfolio" is SEIM's weight in each manager's 13F, not the share of Sei Qim US Large Cap Momentu the manager owns.