Sei Qim US Large Cap QualitySEIQ ETF 13F holders, Q1 2024 (March 31) 26 holders
$32.17 avg. 13F price*
At the end of Q1 2024 , 26 institutions reported holding Sei Qim US Large Cap Quality (SEIQ) in their 13F filings. The largest holders were Sei Investments Co. ($195.5M), Envestnet Asset Management Inc. ($4.6M) and Truist Financial Corp. ($4.5M).
Company Sei Qim US Large Cap Quality
Filed as SEI EXCHANGE TRADED FUNDS (Q1 2024)
CUSIP 81589A106
Latest filing quarter Q2 2026 History Number of 13F holders
Total Exit/New Position Q1 2024 Institutions Total Value New Positions 21 $214.7M Exits 1 $19K
Ownership 26 holders Portfolio Manager % of Holder's Portfolio Change Shares Value ▼ Sei Investments Co. 0.29% New 6,074,886 $195.5M Envestnet Asset Management Inc. 0.00% New 141,895 $4.6M Truist Financial Corp. 0.01% New 138,396 $4.5M Hart & Patterson Financial Group LLC 1.87% New 117,253 $3.8M Osaic Holdings, Inc. 0.00% Add +0.3% 36,900 $1.2M Cahill Financial Advisors Inc. 0.16% New 35,676 $1.1M Exencial Wealth Advisors, LLC 0.03% New 28,197 $907K Wealth Enhancement Advisory Services, LLC 0.00% New 26,283 $846K Cambridge Investment Research Advisors, Inc. 0.00% New 18,680 $601K Csenge Advisory Group 0.03% New 17,543 $564K Perigon Wealth Management, LLC 0.02% New 15,577 $501K United Advisor Group, LLC 0.17% New 14,320 $461K Stratos Wealth Partners, LTD. 0.01% New 13,954 $449K LPL Financial LLC 0.00% New 10,404 $335K My Legacy Advisors, LLC 0.09% New 8,346 $269K Petra Financial Advisors Inc. 0.19% No change 8,718 $265K Moneco Advisors, LLC 0.03% New 6,495 $209K Royal Bank of Canada 0.00% Add +492.3% 4,537 $146K Principal Securities, Inc. 0.00% New 3,499 $113K Continuum Advisory, LLC 0.01% New 2,037 $65K AdvisorNet Financial, Inc 0.00% New 481 $15K EverSource Wealth Advisors, LLC 0.00% Reduce -35.5% 253 $8K UBS Group AG 0.00% New 201 $6K Cape Investment Advisory, Inc. 0.00% New 149 $5K IFP Advisors, Inc 0.00% New 112 $4K Morgan Stanley 0.00% No change 1 $32
"% of holder's portfolio" is SEIQ's weight in each manager's 13F, not the share of Sei Qim US Large Cap Quality the manager owns.