Sei Qim US Large Cap MomentuSEIMETF

13F holders, Q1 2026 (March 31)
57holders −4
6new positions
8sold out
1famous investor
$45.61avg. 13F price*

At the end of Q1 2026, 57 institutions reported holding Sei Qim US Large Cap Momentu (SEIM) in their 13F filings, down 4 from Q4 2025. 6 opened new positions and 8 sold out. The largest holders were Sei Investments Co. ($613.5M), Summit Wealth Group LLC / Co. ($109.8M) and Merit Financial Group, LLC ($26.2M). 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 2026)
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 2025 → Q1 2026

InstitutionsTotal Value
New Positions6$2.0M
Exits8$2.2M

All 13F filers, Q4 2025 → Q1 2026: 1,456,308 shares bought and 623,683 shares sold, net +832,625 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 57 holders

Sei Investments Co. 0.57% Add +2.5% 13,469,751 $613.5M
Summit Wealth Group LLC / Co. 11.56% Add +25.8% 2,410,895 $109.8M
Merit Financial Group, LLC 0.19% Add +512.2% 575,358 $26.2M
S&T Bank 6.23% Add +12.8% 366,602 $16.7M
Envestnet Asset Management Inc. 0.00% Add +0.2% 266,754 $12.2M
Truist Financial Corp. 0.02% Add +0.6% 252,371 $11.5M
Beacon Pointe Advisors, LLC 0.06% Add +0.1% 244,064 $11.1M
K2 Financial Inc. 3.87% Add +1.8% 104,952 $5.3M
Wealth Enhancement Advisory Services, LLC 0.01% Reduce -11.5% 84,537 $3.9M
Csenge Advisory Group 0.12% Reduce -4.7% 59,254 $2.7M
Cambridge Investment Research Advisors, Inc. 0.01% Add +17.4% 58,121 $2.6M
NewEdge Advisors, LLC 0.01% Add +2.4% 51,900 $2.4M
Exencial Wealth Advisors, LLC 0.07% Add +3.4% 47,752 $2.2M
Meriwether Wealth & Planning, LLC 1.19% Add +28.1% 47,658 $2.2M
Ameritas Advisory Services, LLC 0.08% Add +0.2% 45,051 $2.1M
Diversified Enterprises, LLC 0.10% Reduce -1.6% 41,501 $1.9M
Compass Capital Corp. /Ma/ 0.63% Add +21.0% 34,169 $1.8M
United Advisor Group, LLC 0.22% Add +4.7% 38,365 $1.7M
Apella Capital, LLC 0.03% Reduce -2.7% 34,064 $1.7M
Cahill Financial Advisors Inc. 0.18% Reduce -23.5% 35,619 $1.6M
Osaic Holdings, Inc. 0.00% Reduce -92.5% 34,777 $1.6M
Perigon Wealth Management, LLC 0.03% Add +4.7% 33,682 $1.5M
LPL Financial LLC 0.00% Add +26.6% 22,045 $1.0M
Stewardship Advisors, LLC 0.23% Add +4.9% 21,986 $1.0M
Susquehanna International Group, LLP 0.00% New 20,419 $930K
Cassady Wealth & Retirement Planning, LLC 0.48% Reduce -3.1% 18,195 $925K
Cetera Investment Advisers 0.00% Add +6.3% 20,243 $922K
Independent Wealth Network Inc. 0.27% Add +316.4% 20,226 $921K
Lynx Investment Advisory 0.41% Reduce -0.7% 18,658 $850K
Citadel Advisors 0.00% Reduce -3.8% 16,843 $767K
Principal Securities, Inc. 0.01% Reduce -0.5% 14,651 $667K
Stratos Wealth Partners, LTD. 0.01% Reduce -20.5% 12,748 $581K
Royal Bank of Canada 0.00% Add +5.4% 10,422 $475K
Concurrent Investment Advisors, LLC 0.01% Reduce -0.7% 10,372 $472K
LexAurum Advisors, LLC 0.05% — 8,175 $372K
Accelerate Investment Advisors LLC 0.24% New 7,852 $358K
Investmark Advisory Group LLC 0.13% Add +0.5% 6,542 $298K
OneAscent Financial Services LLC 0.02% Reduce -0.1% 6,146 $280K
Morgan Stanley 0.00% Reduce -5.7% 6,025 $274K
UBS Group AG 0.00% Add +2280.0% 5,593 $255K
Jane Street Group, LLC 0.00% New 5,466 $249K
Accurate Wealth Management, LLC 0.03% Add +0.9% 4,915 $239K
Valmark Advisers, Inc. 0.00% Add +1.2% 4,880 $222K
WPG Advisers, LLC 0.13% Reduce -12.2% 3,838 $175K
Rossby Financial, LCC 0.03% New 3,601 $167K
Advisory Services Network, LLC 0.00% New 3,581 $163K
Whipplewood Advisors, LLC 0.07% Add +556.0% 3,070 $140K
Harbour Investments, Inc. 0.00% New 2,878 $126K
Silver Grove Financial Group, Inc. 0.09% Reduce -0.4% 2,331 $106K
Silver Oak Securities, Incorporated 0.01% Reduce -31.3% 2,190 $100K
AdvisorNet Financial, Inc 0.00% No change 1,577 $72K
Assetmark, Inc. 0.00% Reduce -1.3% 1,487 $68K
Cwm, LLC 0.00% No change 445 $20K
IFP Advisors, Inc 0.00% Add +13.7% 265 $12K
JPMorgan Chase & Co. 0.00% No change 80 $4K
CoreCap Advisors, LLC 0.00% Reduce -38.0% 49 $2K
MAI Capital Management 0.00% No change 15 $684

"% 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.