Sei Qim US Large Cap MomentuSEIMETF

13F holders, Q1 2025 (March 31)
50holders +2
12new positions
10sold out
1famous investor
$36.02avg. 13F price*

At the end of Q1 2025, 50 institutions reported holding Sei Qim US Large Cap Momentu (SEIM) in their 13F filings, up 2 from Q4 2024. 12 opened new positions and 10 sold out. The largest holders were Sei Investments Co. ($383.5M), Envestnet Asset Management Inc. ($8.5M) and Truist Financial Corp. ($8.1M). 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 (Q1 2025)
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 Q4 2024 → Q1 2025

InstitutionsTotal Value
New Positions12$7.8M
Exits10$4.1M

All 13F filers, Q4 2024 → Q1 2025: 331,857 shares bought and 537,535 shares sold, net −205,678 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 50 holders

Sei Investments Co. 0.49% Reduce -2.4% 10,633,934 $383.5M
Envestnet Asset Management Inc. 0.00% Reduce -7.2% 236,608 $8.5M
Truist Financial Corp. 0.01% Reduce -8.2% 224,348 $8.1M
Geneos Wealth Management Inc. 0.11% Add +221.6% 94,604 $3.4M
K2 Financial Inc. 2.85% Add +12.8% 87,885 $2.9M
Merit Financial Group, LLC 0.04% New 69,694 $2.5M
Wealth Enhancement Advisory Services, LLC 0.00% Add +6.4% 68,729 $2.5M
Meriwether Wealth & Planning, LLC 1.59% Add +15.9% 67,612 $2.4M
Osaic Holdings, Inc. 0.00% Reduce -57.4% 56,370 $2.0M
Cahill Financial Advisors Inc. 0.25% Reduce -15.8% 50,386 $1.8M
NewEdge Advisors, LLC 0.01% Reduce -4.7% 42,503 $1.5M
Exencial Wealth Advisors, LLC 0.06% Reduce -1.4% 42,073 $1.5M
Csenge Advisory Group 0.08% Add +13.4% 42,987 $1.5M
Cambridge Investment Research Advisors, Inc. 0.00% Reduce -14.1% 38,271 $1.4M
Marks Group Wealth Management, Inc 0.13% New 37,229 $1.3M
Compass Capital Corp. /Ma/ 0.55% Reduce -15.0% 31,840 $1.0M
Petra Financial Advisors Inc. 0.82% Reduce -4.4% 27,747 $1.0M
Stratos Wealth Partners, LTD. 0.02% Reduce -3.4% 27,515 $992K
Atria Investments, Inc 0.01% New 27,209 $981K
OneAscent Financial Services LLC 0.06% New 27,209 $981K
Citadel Advisors 0.00% Add +75.5% 24,411 $880K
Perigon Wealth Management, LLC 0.02% Reduce -6.2% 24,395 $880K
Diversified Enterprises, LLC 0.05% New 17,015 $614K
LPL Financial LLC 0.00% Reduce -1.6% 14,386 $519K
Stewardship Advisors, LLC 0.14% Add +17.1% 14,295 $515K
Calton & Associates, Inc. 0.12% New 14,234 $513K
Lynx Investment Advisory 0.33% Reduce -3.8% 13,791 $497K
Cetera Investment Advisers 0.00% Add +7.7% 13,501 $487K
Stark Wealth Management LLC 4.56% Reduce -69.7% 12,284 $443K
Principal Securities, Inc. 0.01% No change 10,394 $401K
UBS Group AG 0.00% Add +26.6% 10,597 $382K
United Advisor Group, LLC 0.08% Add +2.1% 10,231 $369K
S&T Bank 0.12% New 9,933 $358K
Royal Bank of Canada 0.00% Add +58.3% 9,440 $340K
Wealth Group, Ltd. 0.20% Add +2.7% 8,412 $303K
Susquehanna International Group, LLP 0.00% New 7,272 $262K
Whipplewood Advisors, LLC 0.15% Add +14.2% 7,989 $248K
Morgan Stanley 0.00% New 6,321 $228K
WPG Advisers, LLC 0.14% Reduce -36.3% 4,074 $147K
Binnacle Investments Inc 0.10% — 3,824 $138K
AdvisorNet Financial, Inc 0.00% Add +13.2% 1,577 $57K
EverSource Wealth Advisors, LLC 0.00% Reduce -2.4% 521 $19K
ROSS\JOHNSON & Associates LLC 0.30% New 490 $18K
Harbour Investments, Inc. 0.00% New 479 $17K
Cwm, LLC 0.00% No change 445 $16K
Assetmark, Inc. 0.00% Add +53.9% 411 $15K
Cape Investment Advisory, Inc. 0.00% No change 339 $12K
IFP Advisors, Inc 0.00% No change 233 $8K
JPMorgan Chase & Co. 0.00% New 80 $3K
MAI Capital Management 0.00% No change 15 $541

"% 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.