Sei Qim US Large Cap MomentuSEIM ETF 13F holders, Q1 2024 (March 31) 27 holders
$32.13 avg. 13F price*
At the end of Q1 2024 , 27 institutions reported holding Sei Qim US Large Cap Momentu (SEIM) in their 13F filings. The largest holders were Sei Investments Co. ($405.9M), Envestnet Asset Management Inc. ($9.4M) and Truist Financial Corp. ($9.2M).
Company Sei Qim US Large Cap Momentu
Filed as SEI EXCHANGE TRADED FUNDS (Q1 2024)
CUSIP 81589A205
Latest filing quarter Q2 2026 History Number of 13F holders
Total Exit/New Position Q1 2024 Institutions Total Value New Positions 22 $446.5M Exits 2 $39K
Ownership 27 holders Portfolio Manager % of Holder's Portfolio Change Shares Value ▼ Sei Investments Co. 0.59% New 12,628,947 $405.9M Envestnet Asset Management Inc. 0.00% New 293,095 $9.4M Truist Financial Corp. 0.01% New 285,800 $9.2M Hart & Patterson Financial Group LLC 3.93% New 247,082 $7.9M Cahill Financial Advisors Inc. 0.33% New 74,693 $2.4M Exencial Wealth Advisors, LLC 0.07% New 58,970 $1.9M Wealth Enhancement Advisory Services, LLC 0.00% New 54,738 $1.8M Cambridge Investment Research Advisors, Inc. 0.00% New 38,927 $1.3M Csenge Advisory Group 0.07% New 36,149 $1.2M Perigon Wealth Management, LLC 0.03% New 32,236 $1.0M United Advisor Group, LLC 0.36% New 29,766 $957K Stratos Wealth Partners, LTD. 0.02% New 28,897 $929K LPL Financial LLC 0.00% New 21,666 $696K Susquehanna International Group, LLP 0.00% New 17,960 $577K Petra Financial Advisors Inc. 0.38% No change 18,394 $513K Osaic Holdings, Inc. 0.00% Reduce -79.9% 15,786 $507K Moneco Advisors, LLC 0.07% New 13,421 $431K Royal Bank of Canada 0.00% Add +468.6% 9,467 $304K Private Advisor Group, LLC 0.00% New 8,757 $281K Principal Securities, Inc. 0.01% New 7,298 $235K Accurate Wealth Management, LLC 0.06% New 7,312 $217K Wealth Group, Ltd. 0.16% — 6,401 $206K Continuum Advisory, LLC 0.02% New 4,257 $134K AdvisorNet Financial, Inc 0.00% New 1,001 $32K EverSource Wealth Advisors, LLC 0.00% Reduce -34.7% 533 $16K Cape Investment Advisory, Inc. 0.00% New 311 $10K IFP Advisors, Inc 0.00% New 233 $7K
"% 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.