Sei Qim US Large Cap QualitySEIQETF
13F holders, Q4 2024 (December 31)41holders +12
8new positions
2sold out
$34.94avg. 13F price*
At the end of Q4 2024, 41 institutions reported holding Sei Qim US Large Cap Quality (SEIQ) in their 13F filings, up 12 from Q3 2024. 8 opened new positions and 2 sold out. The largest holders were Sei Investments Co. ($208.9M), Envestnet Asset Management Inc. ($4.5M) and Truist Financial Corp. ($4.3M).
- Company
- Sei Qim US Large Cap Quality
- Filed as
- SEI EXCHANGE TRADED FUNDS (Q4 2024)
- CUSIP
- 81589A106
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 8 | $3.2M |
| Exits | 2 | $15K |
All 13F filers, Q3 2024 → Q4 2024: 137,439 shares bought and 110,925 shares sold, net +26,514 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 41 holders
| Sei Investments Co. | 0.27% | Reduce -1.5% | 5,978,541 | $208.9M |
| Envestnet Asset Management Inc. | 0.00% | Reduce -3.0% | 128,907 | $4.5M |
| Truist Financial Corp. | 0.01% | Reduce -3.7% | 123,573 | $4.3M |
| Hart & Patterson Financial Group LLC | 1.99% | Reduce -2.1% | 117,111 | $4.1M |
| Osaic Holdings, Inc. | 0.01% | Add +42.1% | 73,168 | $2.6M |
| Meriwether Wealth & Planning, LLC | 1.40% | — | 56,249 | $2.0M |
| K2 Financial Inc. | 1.49% | — | 43,541 | $1.5M |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Add +11.6% | 35,644 | $1.2M |
| Atria Wealth Solutions, Inc. | 0.01% | New | 34,732 | $1.2M |
| Cahill Financial Advisors Inc. | 0.15% | Reduce -10.4% | 32,182 | $1.1M |
| NewEdge Advisors, LLC | 0.01% | Add +11.5% | 24,917 | $871K |
| Exencial Wealth Advisors, LLC | 0.03% | Reduce -5.6% | 23,417 | $818K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Add +3.3% | 21,986 | $768K |
| Susquehanna International Group, LLP | 0.00% | Add +127.0% | 21,212 | $741K |
| Csenge Advisory Group | 0.04% | Reduce -0.6% | 21,099 | $737K |
| Stark Wealth Management LLC | 0.47% | — | 18,454 | $645K |
| Geneos Wealth Management Inc. | 0.02% | New | 15,972 | $558K |
| Compass Capital Corp. /Ma/ | 0.22% | — | 15,855 | $554K |
| Stratos Wealth Partners, LTD. | 0.01% | New | 15,680 | $548K |
| Petra Financial Advisors Inc. | 0.37% | Add +1.0% | 15,609 | $545K |
| Perigon Wealth Management, LLC | 0.01% | Reduce -1.2% | 14,604 | $509K |
| Private Advisor Group, LLC | 0.00% | New | 10,228 | $357K |
| Lynx Investment Advisory | 0.19% | Add +1.9% | 7,772 | $272K |
| My Legacy Advisors, LLC | 0.10% | Reduce -0.0% | 7,445 | $260K |
| LPL Financial LLC | 0.00% | New | 7,026 | $245K |
| Stewardship Advisors, LLC | 0.07% | New | 6,792 | $237K |
| Whipplewood Advisors, LLC | 0.11% | — | 5,464 | $191K |
| Principal Securities, Inc. | 0.00% | Add +16.8% | 5,263 | $184K |
| UBS Group AG | 0.00% | Add +2515.4% | 4,760 | $166K |
| WPG Advisers, LLC | 0.11% | — | 3,525 | $123K |
| Royal Bank of Canada | 0.00% | Reduce -2.6% | 2,367 | $83K |
| Continuum Advisory, LLC | 0.01% | No change | 1,462 | $51K |
| Bank of America Corp. | 0.00% | Add +203.1% | 682 | $24K |
| AdvisorNet Financial, Inc | 0.00% | Reduce -41.6% | 679 | $24K |
| EverSource Wealth Advisors, LLC | 0.00% | Add +0.4% | 254 | $9K |
| PNC Financial Services Group, Inc. | 0.00% | New | 249 | $9K |
| Cwm, LLC | 0.00% | Reduce -41.8% | 210 | $7K |
| Cape Investment Advisory, Inc. | 0.00% | No change | 184 | $6K |
| Coppell Advisory Solutions LLC | 0.00% | New | 128 | $4K |
| IFP Advisors, Inc | 0.00% | No change | 112 | $4K |
| Morgan Stanley | 0.00% | No change | 1 | $35 |
"% 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.