Sei Qim US Large Cap QualitySEIQETF
13F holders, Q1 2025 (March 31)43holders +2
10new positions
8sold out
$34.88avg. 13F price*
At the end of Q1 2025, 43 institutions reported holding Sei Qim US Large Cap Quality (SEIQ) in their 13F filings, up 2 from Q4 2024. 10 opened new positions and 8 sold out. The largest holders were Sei Investments Co. ($205.7M), Envestnet Asset Management Inc. ($4.3M) and Truist Financial Corp. ($4.1M).
- Company
- Sei Qim US Large Cap Quality
- Filed as
- SEI EXCHANGE TRADED FUNDS (Q1 2025)
- CUSIP
- 81589A106
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 10 | $2.8M |
| Exits | 8 | $3.0M |
All 13F filers, Q4 2024 → Q1 2025: 156,973 shares bought and 226,475 shares sold, net −69,502 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 43 holders
| Sei Investments Co. | 0.26% | Reduce -1.4% | 5,891,975 | $205.7M |
| Envestnet Asset Management Inc. | 0.00% | Reduce -4.4% | 123,187 | $4.3M |
| Truist Financial Corp. | 0.01% | Reduce -5.4% | 116,920 | $4.1M |
| Meriwether Wealth & Planning, LLC | 1.61% | Add +25.2% | 70,444 | $2.5M |
| Geneos Wealth Management Inc. | 0.06% | Add +225.8% | 52,034 | $1.8M |
| K2 Financial Inc. | 1.50% | Add +7.4% | 46,766 | $1.5M |
| Osaic Holdings, Inc. | 0.00% | Reduce -43.1% | 41,642 | $1.5M |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Add +6.1% | 37,822 | $1.3M |
| Merit Financial Group, LLC | 0.02% | New | 35,501 | $1.2M |
| Cahill Financial Advisors Inc. | 0.13% | Reduce -12.8% | 28,048 | $979K |
| NewEdge Advisors, LLC | 0.00% | Reduce -5.3% | 23,589 | $824K |
| Exencial Wealth Advisors, LLC | 0.03% | Reduce -1.0% | 23,181 | $809K |
| Csenge Advisory Group | 0.04% | Add +7.0% | 22,583 | $756K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Reduce -3.7% | 21,180 | $740K |
| Marks Group Wealth Management, Inc | 0.07% | New | 20,218 | $706K |
| WPG Advisers, LLC | 0.55% | Add +375.0% | 16,745 | $585K |
| Stratos Wealth Partners, LTD. | 0.01% | Reduce -1.6% | 15,424 | $539K |
| Petra Financial Advisors Inc. | 0.44% | Reduce -1.9% | 15,309 | $535K |
| Compass Capital Corp. /Ma/ | 0.27% | Reduce -2.1% | 15,524 | $506K |
| Perigon Wealth Management, LLC | 0.01% | Reduce -8.6% | 13,343 | $466K |
| Diversified Enterprises, LLC | 0.03% | New | 9,363 | $327K |
| Stewardship Advisors, LLC | 0.07% | Add +15.7% | 7,859 | $274K |
| Calton & Associates, Inc. | 0.06% | New | 7,792 | $272K |
| Lynx Investment Advisory | 0.18% | Reduce -2.3% | 7,591 | $265K |
| My Legacy Advisors, LLC | 0.10% | Reduce -0.4% | 7,415 | $259K |
| LPL Financial LLC | 0.00% | Add +1.9% | 7,158 | $250K |
| UBS Group AG | 0.00% | Add +45.8% | 6,942 | $242K |
| Whipplewood Advisors, LLC | 0.11% | Add +52.6% | 8,338 | $187K |
| S&T Bank | 0.06% | New | 5,358 | $187K |
| Principal Securities, Inc. | 0.00% | No change | 5,263 | $184K |
| Royal Bank of Canada | 0.00% | Add +54.6% | 3,659 | $128K |
| Binnacle Investments Inc | 0.05% | — | 2,126 | $74K |
| AdvisorNet Financial, Inc | 0.00% | Add +14.9% | 780 | $27K |
| Harbour Investments, Inc. | 0.00% | New | 270 | $9K |
| ROSS\JOHNSON & Associates LLC | 0.16% | New | 262 | $9K |
| EverSource Wealth Advisors, LLC | 0.00% | No change | 254 | $9K |
| Cwm, LLC | 0.00% | No change | 210 | $7K |
| Cape Investment Advisory, Inc. | 0.00% | No change | 184 | $6K |
| Hurley Capital, LLC | 0.00% | New | 130 | $5K |
| IFP Advisors, Inc | 0.00% | No change | 112 | $4K |
| JPMorgan Chase & Co. | 0.00% | New | 32 | $1K |
| Morgan Stanley | 0.00% | Add +1800.0% | 19 | $664 |
| Assetmark, Inc. | 0.00% | New | 17 | $594 |
"% 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.