Sei Qim US Large Cap MomentuSEIMETF

13F holders, Q2 2025 (June 30)
52holders +2
6new positions
6sold out
1famous investor
$42.16avg. 13F price*

At the end of Q2 2025, 52 institutions reported holding Sei Qim US Large Cap Momentu (SEIM) in their 13F filings, up 2 from Q1 2025. 6 opened new positions and 6 sold out. The largest holders were Sei Investments Co. ($452.7M), Envestnet Asset Management Inc. ($9.8M) and Truist Financial Corp. ($9.3M). 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 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 Q1 2025 → Q2 2025

InstitutionsTotal Value
New Positions6$1.2M
Exits6$3.4M

All 13F filers, Q1 2025 → Q2 2025: 461,417 shares bought and 238,714 shares sold, net +222,703 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 52 holders

Sei Investments Co. 0.52% Add +1.0% 10,736,531 $452.7M
Envestnet Asset Management Inc. 0.00% Reduce -1.6% 232,856 $9.8M
Truist Financial Corp. 0.01% Reduce -1.6% 220,692 $9.3M
S&T Bank 2.31% Add +1715.7% 180,350 $7.6M
Summit Wealth Group LLC / Co. 1.61% — 152,392 $6.4M
Geneos Wealth Management Inc. 0.10% Reduce -2.2% 92,534 $3.9M
K2 Financial Inc. 3.16% Reduce -3.4% 84,926 $3.6M
OneAscent Financial Services LLC 0.23% Add +186.3% 77,890 $3.3M
Atria Investments, Inc 0.04% Add +181.9% 76,716 $3.2M
Merit Financial Group, LLC 0.03% Add +3.8% 72,326 $3.0M
Wealth Enhancement Advisory Services, LLC 0.01% Add +4.6% 71,875 $3.0M
Cahill Financial Advisors Inc. 0.24% Reduce -10.0% 45,327 $1.9M
NewEdge Advisors, LLC 0.01% Add +1.8% 43,268 $1.8M
Csenge Advisory Group 0.09% Add +3.2% 44,347 $1.8M
Cambridge Investment Research Advisors, Inc. 0.01% Add +5.9% 40,528 $1.7M
Exencial Wealth Advisors, LLC 0.06% Reduce -5.2% 39,877 $1.7M
Compass Capital Corp. /Ma/ 0.59% Reduce -10.2% 28,582 $1.2M
United Advisor Group, LLC 0.21% Add +182.3% 28,886 $1.2M
Petra Financial Advisors Inc. 0.75% Add +1.6% 28,183 $1.2M
Stark Wealth Management LLC 1.62% Add +118.2% 26,804 $1.1M
Perigon Wealth Management, LLC 0.02% Add +0.0% 24,398 $1.0M
Diversified Enterprises, LLC 0.06% Add +16.4% 19,814 $835K
UBS Group AG 0.00% Add +68.6% 17,867 $753K
LPL Financial LLC 0.00% Add +4.9% 15,086 $636K
Stewardship Advisors, LLC 0.16% Add +2.8% 14,697 $620K
Meriwether Wealth & Planning, LLC 0.38% Reduce -78.5% 14,509 $612K
Lynx Investment Advisory 0.39% Add +2.6% 14,157 $597K
Osaic Holdings, Inc. 0.00% Reduce -77.4% 12,737 $537K
Cetera Investment Advisers 0.00% Reduce -7.5% 12,481 $526K
Principal Securities, Inc. 0.01% Add +16.2% 12,076 $509K
Whipplewood Advisors, LLC 0.16% Reduce -11.0% 7,109 $300K
Concurrent Investment Advisors, LLC 0.01% New 6,630 $280K
Binnacle Investments Inc 0.17% Add +66.2% 6,357 $268K
Royal Bank of Canada 0.00% Reduce -33.5% 6,277 $265K
Morgan Stanley 0.00% Reduce -1.5% 6,224 $262K
Citadel Advisors 0.00% Reduce -75.9% 5,888 $248K
Investmark Advisory Group LLC 0.11% New 5,404 $228K
LexAurum Advisors, LLC 0.04% New 5,282 $223K
Accurate Wealth Management, LLC 0.03% New 5,257 $222K
Ascent Group, LLC 0.01% New 4,841 $204K
WPG Advisers, LLC 0.14% Reduce -3.6% 3,927 $166K
AdvisorNet Financial, Inc 0.00% No change 1,577 $66K
Assetmark, Inc. 0.00% Add +197.6% 1,223 $52K
Harbour Investments, Inc. 0.00% Add +47.0% 704 $30K
EverSource Wealth Advisors, LLC 0.00% Add +0.2% 522 $22K
Cwm, LLC 0.00% No change 445 $19K
Cape Investment Advisory, Inc. 0.00% Reduce -13.6% 293 $12K
US Bancorp \de 0.00% New 237 $10K
IFP Advisors, Inc 0.00% No change 233 $10K
Global Retirement Partners, LLC 0.00% — 86 $4K
JPMorgan Chase & Co. 0.00% No change 80 $3K
MAI Capital Management 0.00% No change 15 $633

"% 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.