Sei Qim US Large Cap MomentuSEIMETF

13F holders, Q2 2024 (June 30)
36holders +9
8new positions
0sold out
$33.20avg. 13F price*

At the end of Q2 2024, 36 institutions reported holding Sei Qim US Large Cap Momentu (SEIM) in their 13F filings, up 9 from Q1 2024. 8 opened new positions and 0 sold out. The largest holders were Sei Investments Co. ($413.6M), Envestnet Asset Management Inc. ($9.6M) and Truist Financial Corp. ($9.3M).

Company
Sei Qim US Large Cap Momentu
Filed as
SEI EXCHANGE TRADED FUNDS (Q2 2024)
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 2024 → Q2 2024

InstitutionsTotal Value
New Positions8$2.3M
Exits0$0

All 13F filers, Q1 2024 → Q2 2024: 172,356 shares bought and 212,107 shares sold, net −39,751 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 36 holders

Sei Investments Co. 0.59% Reduce -1.4% 12,458,386 $413.6M
Envestnet Asset Management Inc. 0.00% Reduce -1.4% 288,987 $9.6M
Truist Financial Corp. 0.01% Reduce -2.1% 279,808 $9.3M
Hart & Patterson Financial Group LLC 4.07% Add +0.1% 247,369 $8.2M
Osaic Holdings, Inc. 0.01% Add +433.3% 84,190 $2.8M
Cahill Financial Advisors Inc. 0.34% Reduce -0.4% 74,407 $2.5M
Wealth Enhancement Advisory Services, LLC 0.00% Add +4.1% 56,988 $1.9M
Exencial Wealth Advisors, LLC 0.07% Reduce -6.8% 54,951 $1.8M
Cambridge Investment Research Advisors, Inc. 0.01% Add +4.3% 40,609 $1.3M
Csenge Advisory Group 0.08% Add +11.0% 40,114 $1.3M
NewEdge Advisors, LLC 0.01% New 39,940 $1.3M
Petra Financial Advisors Inc. 0.74% Add +67.9% 30,881 $1.0M
Perigon Wealth Management, LLC 0.03% Reduce -5.1% 30,603 $1.0M
Stratos Wealth Partners, LTD. 0.02% Add +1.1% 29,200 $969K
United Advisor Group, LLC 0.22% Reduce -27.0% 21,724 $721K
Susquehanna International Group, LLP 0.00% Add +12.6% 20,230 $672K
Formidable Asset Management, LLC 0.09% New 17,099 $568K
Lynx Investment Advisory 0.37% — 14,902 $495K
Royal Bank of Canada 0.00% Add +53.1% 14,495 $482K
Cetera Investment Advisers 0.00% New 11,270 $374K
Private Advisor Group, LLC 0.00% Add +25.9% 11,026 $366K
Moneco Advisors, LLC 0.05% Reduce -20.4% 10,688 $355K
Principal Securities, Inc. 0.01% Add +21.8% 8,887 $295K
Wealth Group, Ltd. 0.21% Add +34.4% 8,601 $286K
Accurate Wealth Management, LLC 0.06% Add +1.1% 7,393 $251K
LPL Financial LLC 0.00% Reduce -67.5% 7,045 $234K
Continuum Advisory, LLC 0.02% Reduce -1.4% 4,196 $139K
AdvisorNet Financial, Inc 0.00% No change 1,001 $33K
EverSource Wealth Advisors, LLC 0.00% No change 533 $18K
Steward Partners Investment Advisory, LLC 0.00% New 400 $13K
Assetmark, Inc. 0.00% New 267 $9K
Cape Investment Advisory, Inc. 0.00% Reduce -16.4% 260 $9K
IFP Advisors, Inc 0.00% No change 233 $8K
Wells Fargo & Company 0.00% New 118 $4K
UBS Group AG 0.00% New 85 $3K
First Command Advisory Services, Inc. 0.00% New 362 $0

"% 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.