Sei Qim US Large Cap MomentuSEIMETF

13F holders, Q4 2024 (December 31)
48holders +12
8new positions
3sold out
1famous investor
$38.61avg. 13F price*

At the end of Q4 2024, 48 institutions reported holding Sei Qim US Large Cap Momentu (SEIM) in their 13F filings, up 12 from Q3 2024. 8 opened new positions and 3 sold out. The largest holders were Sei Investments Co. ($420.5M), Envestnet Asset Management Inc. ($9.8M) and Truist Financial Corp. ($9.4M). 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 (Q4 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 Q3 2024 → Q4 2024

InstitutionsTotal Value
New Positions8$5.4M
Exits3$594K

All 13F filers, Q3 2024 → Q4 2024: 189,671 shares bought and 1,475,811 shares sold, net −1,286,140 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 48 holders

Sei Investments Co. 0.54% Reduce -11.1% 10,890,752 $420.5M
Envestnet Asset Management Inc. 0.00% Reduce -6.3% 255,070 $9.8M
Truist Financial Corp. 0.01% Reduce -6.9% 244,290 $9.4M
Hart & Patterson Financial Group LLC 3.98% Reduce -10.5% 212,007 $8.2M
Osaic Holdings, Inc. 0.01% Add +32.6% 132,320 $5.1M
K2 Financial Inc. 3.00% — 77,880 $3.0M
Atria Wealth Solutions, Inc. 0.03% New 65,002 $2.5M
Wealth Enhancement Advisory Services, LLC 0.00% Add +0.8% 64,618 $2.5M
Cahill Financial Advisors Inc. 0.31% Reduce -18.5% 59,817 $2.3M
Meriwether Wealth & Planning, LLC 1.60% — 58,321 $2.3M
NewEdge Advisors, LLC 0.01% Reduce -1.0% 44,585 $1.7M
Cambridge Investment Research Advisors, Inc. 0.01% Add +1.6% 44,550 $1.7M
Exencial Wealth Advisors, LLC 0.06% Reduce -14.6% 42,689 $1.6M
Stark Wealth Management LLC 1.15% — 40,586 $1.6M
Csenge Advisory Group 0.08% Reduce -9.3% 37,900 $1.5M
Compass Capital Corp. /Ma/ 0.56% — 37,463 $1.4M
Geneos Wealth Management Inc. 0.04% New 29,419 $1.1M
Petra Financial Advisors Inc. 0.76% Reduce -7.3% 29,021 $1.1M
Stratos Wealth Partners, LTD. 0.02% New 28,470 $1.1M
Perigon Wealth Management, LLC 0.03% Reduce -11.4% 26,012 $1.0M
Private Advisor Group, LLC 0.00% Add +78.7% 18,828 $727K
LPL Financial LLC 0.00% Add +39.0% 14,621 $565K
Lynx Investment Advisory 0.38% Reduce -7.8% 14,329 $553K
Citadel Advisors 0.00% Reduce -40.2% 13,909 $537K
Cetera Investment Advisers 0.00% Reduce -2.3% 12,536 $484K
Stewardship Advisors, LLC 0.13% Add +11.4% 12,207 $471K
Principal Securities, Inc. 0.01% Add +11.9% 10,394 $401K
United Advisor Group, LLC 0.08% Reduce -10.1% 10,020 $387K
UBS Group AG 0.00% New 8,369 $323K
Wealth Group, Ltd. 0.20% Reduce -9.9% 8,192 $316K
Mariner, LLC 0.00% New 7,216 $279K
Whipplewood Advisors, LLC 0.15% — 6,994 $270K
WPG Advisers, LLC 0.23% — 6,392 $247K
Accurate Wealth Management, LLC 0.04% Reduce -9.5% 6,000 $234K
Royal Bank of Canada 0.00% Add +21.5% 5,964 $230K
Moneco Advisors, LLC 0.02% Reduce -9.9% 5,217 $201K
Continuum Advisory, LLC 0.01% Reduce -5.5% 2,708 $105K
AdvisorNet Financial, Inc 0.00% Reduce -42.0% 1,393 $54K
Bank of America Corp. 0.00% Add +183.8% 1,260 $49K
EverSource Wealth Advisors, LLC 0.00% Add +0.2% 534 $21K
PNC Financial Services Group, Inc. 0.00% New 524 $20K
Cwm, LLC 0.00% Reduce -41.3% 445 $17K
Cape Investment Advisory, Inc. 0.01% No change 339 $13K
Assetmark, Inc. 0.00% No change 267 $10K
Coppell Advisory Solutions LLC 0.00% New 241 $9K
IFP Advisors, Inc 0.00% No change 233 $9K
Transce3nd, LLC 0.00% — 84 $3K
MAI Capital Management 0.00% New 15 $580

"% 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.