SEIM Institutional Ownership
SEI QiM U.S. Large Cap Momentum Active ETF
1W: +1.4%
1M: +3.0%
3M: +0.8%
YTD: +17.8%
1Y: +21.5%
3Y: +121.8%
$54.88
+0.57 (+1.05%)
Weekly Expected Move ±1.9%
$53
$54
$55
$56
$57
Overview
Chart
Holdings
Changes
Technicals
Analysis
Peers
Institutions
Dark Pool
Short Interest
Dividends
Weather
Institutional Ownership — SEIM
76
Institutional Holders
+10 vs prior quarter
0.0%
Ownership
+0.00pp
1B
Total Invested
21
New Positions
15
Increased
35
Reduced
4
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (82 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | SEI INVESTMENTS CO | 12,840,416 | $705M | -629,335 | -4.7% | 10Q | SEC ↗ |
| 2 | SUMMIT WEALTH GROUP LLC / CO | 2,653,233 | $146M | +242,338 | +10.1% | 5Q | SEC ↗ |
| 3 | Merit Financial Group, LLC | 652,788 | $36M | +77,430 | +13.5% | 6Q | SEC ↗ |
| 4 | S&T Bank/PA | 400,776 | $22M | +34,174 | +9.3% | 6Q | SEC ↗ |
| 5 | ENVESTNET ASSET MANAGEMENT INC | 263,267 | $14M | -3,487 | -1.3% | 10Q | SEC ↗ |
| 6 | TRUIST FINANCIAL CORP | 247,867 | $14M | -4,504 | -1.8% | 10Q | SEC ↗ |
| 7 | Beacon Pointe Advisors, LLC | 227,454 | $12M | -16,610 | -6.8% | 4Q | SEC ↗ |
| 8 | K2 Financial Inc. | 98,882 | $5M | -6,070 | -5.8% | 7Q | SEC ↗ |
| 9 | WEALTH ENHANCEMENT ADVISORY SERVICES, | 83,333 | $5M | -1,204 | -1.4% | 10Q | SEC ↗ |
| 10 | Global Retirement Partners, LLC NEW | 64,659 | $4M | — | +0.0% | 1Q | SEC ↗ |
| 11 | Cambridge Investment Research Advisors | 59,588 | $3M | +1,467 | +2.5% | 10Q | SEC ↗ |
| 12 | Meriwether Wealth & Planning, LLC | 55,153 | $3M | +7,495 | +15.7% | 7Q | SEC ↗ |
| 13 | Csenge Advisory Group | 54,631 | $3M | -4,623 | -7.8% | 10Q | SEC ↗ |
| 14 | Perigon Wealth Management, LLC | 49,916 | $3M | +16,234 | +48.2% | 10Q | SEC ↗ |
| 15 | EXENCIAL WEALTH ADVISORS, LLC | 47,752 | $3M | +1,562 | +3.4% | 9Q | SEC ↗ |
| 16 | NewEdge Advisors, LLC | 47,709 | $3M | -4,191 | -8.1% | 9Q | SEC ↗ |
| 17 | Diversified Enterprises, LLC | 41,413 | $2M | -88 | -0.2% | 6Q | SEC ↗ |
| 18 | Savant Capital, LLC NEW | 40,371 | $2M | — | +0.0% | 1Q | SEC ↗ |
| 19 | PETRA FINANCIAL ADVISORS INC NEW | 38,729 | $2M | — | +0.0% | 1Q | SEC ↗ |
| 20 | COMPASS CAPITAL CORP /MA/ /ADV | 38,579 | $2M | +4,410 | +12.9% | 7Q | SEC ↗ |
| 21 | United Advisor Group, LLC | 36,093 | $2M | -2,272 | -5.9% | 10Q | SEC ↗ |
| 22 | CAHILL FINANCIAL ADVISORS INC | 32,371 | $2M | -3,248 | -9.1% | 10Q | SEC ↗ |
| 23 | Apella Capital, LLC | 27,813 | $2M | -6,251 | -18.4% | 4Q | SEC ↗ |
| 24 | Independent Wealth Network Inc. | 22,474 | $1M | +2,248 | +11.1% | 3Q | SEC ↗ |
| 25 | LPL Financial LLC | 21,269 | $1M | -776 | -3.5% | 10Q | SEC ↗ |
| 26 | Stewardship Advisors, LLC | 20,915 | $1M | -1,071 | -4.9% | 8Q | SEC ↗ |
| 27 | Lynx Investment Advisory | 17,665 | $969K | -993 | -5.3% | 9Q | SEC ↗ |
| 28 | Cassady Wealth & Retirement Planning, | 17,166 | $942K | -1,029 | -5.7% | 3Q | SEC ↗ |
| 29 | OSAIC HOLDINGS, INC. | 15,564 | $854K | -19,213 | -55.2% | 17Q | SEC ↗ |
| 30 | CITADEL ADVISORS LLC | 15,241 | $836K | -1,602 | -9.5% | 8Q | SEC ↗ |
| 31 | PRINCIPAL SECURITIES, INC. | 15,187 | $833K | +536 | +3.7% | 10Q | SEC ↗ |
| 32 | Cetera Investment Advisers | 14,753 | $810K | -5,490 | -27.1% | 9Q | SEC ↗ |
| 33 | Stratos Wealth Partners, LTD. | 13,725 | $753K | +977 | +7.7% | 4Q | SEC ↗ |
| 34 | Concurrent Investment Advisors, LLC | 9,701 | $532K | -671 | -6.5% | 5Q | SEC ↗ |
| 35 | Accelerate Investment Advisors LLC | 7,816 | $429K | -36 | -0.5% | 2Q | SEC ↗ |
| 36 | ROYAL BANK OF CANADA | 7,752 | $425K | -2,670 | -25.6% | 11Q | SEC ↗ |
| 37 | LexAurum Advisors, LLC | 7,539 | $414K | -636 | -7.8% | 2Q | SEC ↗ |
| 38 | Investmark Advisory Group LLC | 7,190 | $395K | +648 | +9.9% | 5Q | SEC ↗ |
| 39 | MORGAN STANLEY | 6,025 | $331K | — | +0.0% | 6Q | SEC ↗ |
| 40 | OneAscent Financial Services LLC | 5,997 | $329K | -149 | -2.4% | 6Q | SEC ↗ |
| 41 | UBS Group AG | 5,684 | $312K | +91 | +1.6% | 7Q | SEC ↗ |
| 42 | Lifeworks Advisors, LLC NEW | 5,492 | $301K | — | +0.0% | 1Q | SEC ↗ |
| 43 | Valmark Advisers, Inc. | 4,880 | $268K | — | +0.0% | 3Q | SEC ↗ |
| 44 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 4,475 | $246K | -15,944 | -78.1% | 2Q | SEC ↗ |
| 45 | Foundry Financial Group, Inc. NEW | 4,285 | $235K | — | +0.0% | 1Q | SEC ↗ |
| 46 | Summit Financial, LLC NEW | 3,935 | $216K | — | +0.0% | 1Q | SEC ↗ |
| 47 | Advisory Services Network, LLC | 3,928 | $216K | +347 | +9.7% | 2Q | SEC ↗ |
| 48 | PARK AVENUE SECURITIES LLC NEW | 3,926 | $215K | — | +0.0% | 1Q | SEC ↗ |
| 49 | Rossby Financial, LCC | 3,864 | $212K | +263 | +7.3% | 2Q | SEC ↗ |
| 50 | CALTON & ASSOCIATES, INC. NEW | 3,754 | $206K | — | +0.0% | 1Q | SEC ↗ |
Recent Activity
New Positions (20)
| Holder | Shares | Value |
|---|---|---|
| Global Retirement Partners, LLC | 64,659 | $4M |
| Savant Capital, LLC | 40,371 | $2M |
| PETRA FINANCIAL ADVISORS INC | 38,729 | $2M |
| Lifeworks Advisors, LLC | 5,492 | $301K |
| Foundry Financial Group, Inc. | 4,285 | $235K |
| Summit Financial, LLC | 3,935 | $216K |
| PARK AVENUE SECURITIES LLC | 3,926 | $215K |
| CALTON & ASSOCIATES, INC. | 3,754 | $206K |
| Meridian Wealth Management, LLC | 3,701 | $203K |
| MERCER GLOBAL ADVISORS INC /ADV | 3,633 | $199K |
| Continuum Advisory, LLC | 2,342 | $129K |
| NORTHWESTERN MUTUAL WEALTH MANAGEME | 2,173 | $119K |
| Synergy Investment Management, LLC | 1,393 | $76K |
| WELLS FARGO & COMPANY/MN | 1,330 | $73K |
| VANGUARD ADVISERS INC | 1,118 | $61K |
| TOP Private Wealth LLC. | 541 | $30K |
| Cape Investment Advisory, Inc. | 429 | $24K |
| Blue Trust, Inc. | 342 | $19K |
| JONES FINANCIAL COMPANIES LLLP | 230 | $13K |
| AMERIFLEX GROUP, INC. | 213 | $12K |
Sold Out (8)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| FSA Advisors, Inc. | 114,800 | $6M |
| JANE STREET GROUP, LLC | 5,466 | $300K |
| Accurate Wealth Management, LLC | 4,915 | $270K |
| SILVER OAK SECURITIES, INCORPORATED | 2,190 | $120K |
| Kestra Advisory Services, LLC | 1,081 | $59K |
| Morton Brown Family Wealth, LLC | 963 | $53K |
| Turning Point Benefit Group, Inc. | 104 | $6K |
| MAI Capital Management | 15 | $1K |
Biggest Increases (16)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| SUMMIT WEALTH GROUP LLC / CO | +242,338 | +10.1% | 2,653,233 |
| Merit Financial Group, LLC | +77,430 | +13.5% | 652,788 |
| S&T Bank/PA | +34,174 | +9.3% | 400,776 |
| Perigon Wealth Management, LLC | +16,234 | +48.2% | 49,916 |
| Meriwether Wealth & Planning, LLC | +7,495 | +15.7% | 55,153 |
| COMPASS CAPITAL CORP /MA/ /ADV | +4,410 | +12.9% | 38,579 |
| Independent Wealth Network Inc. | +2,248 | +11.1% | 22,474 |
| EXENCIAL WEALTH ADVISORS, LLC | +1,562 | +3.4% | 47,752 |
| Cambridge Investment Research Advis | +1,467 | +2.5% | 59,588 |
| AdvisorNet Financial, Inc | +1,173 | +74.4% | 2,750 |
| Stratos Wealth Partners, LTD. | +977 | +7.7% | 13,725 |
| Investmark Advisory Group LLC | +648 | +9.9% | 7,190 |
| PRINCIPAL SECURITIES, INC. | +536 | +3.7% | 15,187 |
| Advisory Services Network, LLC | +347 | +9.7% | 3,928 |
| Rossby Financial, LCC | +263 | +7.3% | 3,864 |
| UBS Group AG | +91 | +1.6% | 5,684 |
Biggest Decreases (20)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| SEI INVESTMENTS CO | -629,335 | -4.7% | 12,840,416 |
| Ameritas Advisory Services, LLC | -44,846 | -99.5% | 205 |
| OSAIC HOLDINGS, INC. | -19,213 | -55.2% | 15,564 |
| Beacon Pointe Advisors, LLC | -16,610 | -6.8% | 227,454 |
| SUSQUEHANNA INTERNATIONAL GROUP, LL | -15,944 | -78.1% | 4,475 |
| Apella Capital, LLC | -6,251 | -18.4% | 27,813 |
| K2 Financial Inc. | -6,070 | -5.8% | 98,882 |
| Cetera Investment Advisers | -5,490 | -27.1% | 14,753 |
| Csenge Advisory Group | -4,623 | -7.8% | 54,631 |
| TRUIST FINANCIAL CORP | -4,504 | -1.8% | 247,867 |
| NewEdge Advisors, LLC | -4,191 | -8.1% | 47,709 |
| ENVESTNET ASSET MANAGEMENT INC | -3,487 | -1.3% | 263,267 |
| CAHILL FINANCIAL ADVISORS INC | -3,248 | -9.1% | 32,371 |
| ROYAL BANK OF CANADA | -2,670 | -25.6% | 7,752 |
| United Advisor Group, LLC | -2,272 | -5.9% | 36,093 |
| Whipplewood Advisors, LLC | -1,636 | -53.3% | 1,434 |
| CITADEL ADVISORS LLC | -1,602 | -9.5% | 15,241 |
| WEALTH ENHANCEMENT ADVISORY SERVICE | -1,204 | -1.4% | 83,333 |
| Stewardship Advisors, LLC | -1,071 | -4.9% | 20,915 |
| Cassady Wealth & Retirement Plannin | -1,029 | -5.7% | 17,166 |