Sei Qim US Large Cap MomentuSEIMETF

13F holders, Q4 2025 (December 31)
61holders +3
12new positions
8sold out
1famous investor
$45.86avg. 13F price*

At the end of Q4 2025, 61 institutions reported holding Sei Qim US Large Cap Momentu (SEIM) in their 13F filings, up 3 from Q3 2025. 12 opened new positions and 8 sold out. The largest holders were Sei Investments Co. ($606.2M), Summit Wealth Group LLC / Co. ($88.4M) and Osaic Holdings, Inc. ($21.5M). 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 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 Q3 2025 → Q4 2025

InstitutionsTotal Value
New Positions12$23.3M
Exits8$684K

All 13F filers, Q3 2025 → Q4 2025: 3,057,019 shares bought and 71,418 shares sold, net +2,985,601 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 61 holders

Sei Investments Co. 0.60% Reduce -0.1% 13,140,133 $606.2M
Summit Wealth Group LLC / Co. 11.73% Add +265418.8% 1,917,046 $88.4M
Osaic Holdings, Inc. 0.03% Add +1140.6% 465,700 $21.5M
Yeomans Consulting Group, Inc. 4.97% New 367,435 $16.9M
S&T Bank 4.74% Add +4.8% 324,959 $15.0M
Envestnet Asset Management Inc. 0.00% Reduce -1.1% 266,142 $12.3M
Truist Financial Corp. 0.02% Reduce -1.3% 250,968 $11.6M
Beacon Pointe Advisors, LLC 0.08% Reduce -0.8% 243,919 $11.3M
K2 Financial Inc. 3.74% Reduce -1.2% 103,099 $4.8M
Wealth Enhancement Advisory Services, LLC 0.01% Add +1.4% 95,542 $4.5M
Merit Financial Group, LLC 0.03% Add +1.7% 93,983 $4.3M
Global Retirement Partners, LLC 0.05% New 66,800 $3.1M
Csenge Advisory Group 0.13% Add +5.7% 62,163 $2.9M
Stark Wealth Management LLC 10.27% Add +21.9% 59,286 $2.7M
NewEdge Advisors, LLC 0.01% Reduce -1.3% 50,689 $2.3M
Cambridge Investment Research Advisors, Inc. 0.01% Add +2.9% 49,499 $2.3M
Cahill Financial Advisors Inc. 0.23% Reduce -11.7% 46,586 $2.1M
Exencial Wealth Advisors, LLC 0.07% Reduce -11.6% 46,190 $2.1M
Ameritas Advisory Services, LLC 0.08% New 44,963 $2.1M
Diversified Enterprises, LLC 0.12% Add +90.9% 42,188 $1.9M
Meriwether Wealth & Planning, LLC 0.97% Add +42.3% 37,192 $1.7M
United Advisor Group, LLC 0.22% Add +8.7% 36,649 $1.7M
Apella Capital, LLC 0.03% Add +19.7% 34,997 $1.6M
Perigon Wealth Management, LLC 0.03% Add +10.0% 32,175 $1.5M
Petra Financial Advisors Inc. 0.86% Add +2.9% 31,599 $1.5M
Compass Capital Corp. /Ma/ 0.52% Reduce -1.2% 28,230 $1.4M
Stewardship Advisors, LLC 0.22% Add +2.4% 20,958 $967K
Cetera Investment Advisers 0.00% Add +78.3% 19,037 $878K
Lynx Investment Advisory 0.47% Add +10.1% 18,788 $867K
Cassady Wealth & Retirement Planning, LLC 0.56% — 18,781 $866K
Citadel Advisors 0.00% Add +96.3% 17,514 $808K
LPL Financial LLC 0.00% Add +2.3% 17,407 $803K
Stratos Wealth Partners, LTD. 0.01% Reduce -8.9% 16,028 $739K
Principal Securities, Inc. 0.01% Reduce -2.6% 14,718 $679K
Concurrent Investment Advisors, LLC 0.01% Reduce -4.1% 10,442 $482K
Royal Bank of Canada 0.00% Reduce -3.8% 9,885 $456K
Investmark Advisory Group LLC 0.13% Add +2.3% 6,512 $300K
Morgan Stanley 0.00% Add +6.1% 6,390 $295K
OneAscent Financial Services LLC 0.03% Reduce -2.5% 6,152 $284K
Calton & Associates, Inc. 0.04% Reduce -49.0% 6,101 $281K
Accurate Wealth Management, LLC 0.03% Reduce -23.8% 4,872 $230K
Independent Wealth Network Inc. 0.07% New 4,857 $224K
Valmark Advisers, Inc. 0.00% New 4,821 $222K
WPG Advisers, LLC 0.15% Reduce -6.5% 4,373 $202K
Park Avenue Securities LLC 0.00% New 4,353 $201K
FSA Advisors, Inc. 0.11% New 114,800 $162K
Silver Oak Securities, Incorporated 0.01% New 3,189 $148K
Silver Grove Financial Group, Inc. 0.09% New 2,341 $108K
AdvisorNet Financial, Inc 0.00% No change 1,577 $73K
Assetmark, Inc. 0.00% No change 1,507 $70K
Kestra Advisory Services, LLC 0.00% New 1,081 $50K
Morton Brown Family Wealth, LLC 0.01% New 963 $44K
Cape Investment Advisory, Inc. 0.01% No change 489 $23K
Whipplewood Advisors, LLC 0.01% Add +13.9% 468 $22K
Cwm, LLC 0.00% Reduce -26.9% 445 $21K
UBS Group AG 0.00% Reduce -97.6% 235 $11K
IFP Advisors, Inc 0.00% No change 233 $11K
Turning Point Benefit Group, Inc. 0.00% Reduce -94.6% 104 $5K
JPMorgan Chase & Co. 0.00% New 80 $4K
CoreCap Advisors, LLC 0.00% No change 79 $4K
MAI Capital Management 0.00% No change 15 $692

"% 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.