SEIQ Institutional Ownership
SEI QiM U.S. Large Cap Quality Active ETF
1W: -0.6%
1M: -2.3%
3M: +2.1%
YTD: +6.2%
1Y: +6.6%
3Y: +53.0%
$41.12
+0.18 (+0.44%)
Weekly Expected Move ±1.5%
$40
$41
$41
$42
$42
Overview
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Institutional Ownership — SEIQ
62
Institutional Holders
+6 vs prior quarter
0.0%
Ownership
+0.00pp
467M
Total Invested
17
New Positions
25
Increased
15
Reduced
5
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (69 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | SEI INVESTMENTS CO | 8,644,643 | $355M | +432,507 | +5.3% | 10Q | SEC ↗ |
| 2 | SUMMIT WEALTH GROUP LLC / CO | 1,645,704 | $68M | +194,714 | +13.4% | 3Q | SEC ↗ |
| 3 | S&T Bank/PA | 249,473 | $10M | +31,055 | +14.2% | 6Q | SEC ↗ |
| 4 | Merit Financial Group, LLC | 197,588 | $8M | +51,176 | +35.0% | 6Q | SEC ↗ |
| 5 | ENVESTNET ASSET MANAGEMENT INC | 162,828 | $7M | +1,986 | +1.2% | 10Q | SEC ↗ |
| 6 | TRUIST FINANCIAL CORP | 153,416 | $6M | +891 | +0.6% | 10Q | SEC ↗ |
| 7 | Beacon Pointe Advisors, LLC | 151,625 | $6M | +3,872 | +2.6% | 4Q | SEC ↗ |
| 8 | K2 Financial Inc. | 66,846 | $3M | +2,743 | +4.3% | 7Q | SEC ↗ |
| 9 | WEALTH ENHANCEMENT ADVISORY SERVICES, | 53,163 | $2M | +4,302 | +8.8% | 10Q | SEC ↗ |
| 10 | Global Retirement Partners, LLC NEW | 41,412 | $2M | — | +0.0% | 1Q | SEC ↗ |
| 11 | Cambridge Investment Research Advisors | 37,966 | $2M | +1,033 | +2.8% | 10Q | SEC ↗ |
| 12 | Csenge Advisory Group | 36,775 | $2M | +455 | +1.3% | 10Q | SEC ↗ |
| 13 | NewEdge Advisors, LLC | 31,197 | $1M | +279 | +0.9% | 9Q | SEC ↗ |
| 14 | GOLDMAN SACHS GROUP INC NEW | 29,099 | $1M | — | +0.0% | 1Q | SEC ↗ |
| 15 | EXENCIAL WEALTH ADVISORS, LLC | 29,077 | $1M | +2,566 | +9.7% | 9Q | SEC ↗ |
| 16 | Diversified Enterprises, LLC | 27,470 | $1M | +2,292 | +9.1% | 6Q | SEC ↗ |
| 17 | Savant Capital, LLC NEW | 27,089 | $1M | — | +0.0% | 1Q | SEC ↗ |
| 18 | COMPASS CAPITAL CORP /MA/ /ADV | 26,085 | $1M | +5,234 | +25.1% | 3Q | SEC ↗ |
| 19 | PETRA FINANCIAL ADVISORS INC NEW | 24,551 | $1M | — | +0.0% | 1Q | SEC ↗ |
| 20 | United Advisor Group, LLC | 23,679 | $974K | +297 | +1.3% | 5Q | SEC ↗ |
| 21 | Perigon Wealth Management, LLC | 21,140 | $869K | +418 | +2.0% | 10Q | SEC ↗ |
| 22 | CAHILL FINANCIAL ADVISORS INC | 19,904 | $818K | -454 | -2.2% | 10Q | SEC ↗ |
| 23 | Apella Capital, LLC | 17,620 | $725K | -3,276 | -15.7% | 4Q | SEC ↗ |
| 24 | WPG Advisers, LLC | 16,519 | $679K | -307 | -1.8% | 7Q | SEC ↗ |
| 25 | Stewardship Advisors, LLC | 13,560 | $558K | +338 | +2.6% | 7Q | SEC ↗ |
| 26 | Lynx Investment Advisory | 11,789 | $485K | +413 | +3.6% | 9Q | SEC ↗ |
| 27 | Cassady Wealth & Retirement Planning, | 11,508 | $473K | +432 | +3.9% | 3Q | SEC ↗ |
| 28 | OSAIC HOLDINGS, INC. | 10,803 | $444K | -12,022 | -52.7% | 17Q | SEC ↗ |
| 29 | LPL Financial LLC | 9,678 | $398K | -774 | -7.4% | 7Q | SEC ↗ |
| 30 | PRINCIPAL SECURITIES, INC. | 9,559 | $393K | +842 | +9.7% | 10Q | SEC ↗ |
| 31 | CITADEL ADVISORS LLC NEW | 9,370 | $385K | — | +0.0% | 1Q | SEC ↗ |
| 32 | Stratos Wealth Partners, LTD. | 9,035 | $372K | +1,323 | +17.2% | 4Q | SEC ↗ |
| 33 | NORTHERN TRUST CORP | 6,548 | $269K | — | +0.0% | 3Q | SEC ↗ |
| 34 | Concurrent Investment Advisors, LLC | 6,493 | $267K | +225 | +3.6% | 4Q | SEC ↗ |
| 35 | Accelerate Investment Advisors LLC | 5,692 | $234K | — | +0.0% | 2Q | SEC ↗ |
| 36 | LexAurum Advisors, LLC NEW | 5,130 | $211K | — | +0.0% | 1Q | SEC ↗ |
| 37 | Rossby Financial, LCC | 2,672 | $110K | +499 | +23.0% | 2Q | SEC ↗ |
| 38 | MERCER GLOBAL ADVISORS INC /ADV NEW | 2,223 | $91K | — | +0.0% | 1Q | SEC ↗ |
| 39 | Whipplewood Advisors, LLC | 2,100 | $86K | -811 | -27.9% | 7Q | SEC ↗ |
| 40 | ROYAL BANK OF CANADA | 1,976 | $81K | -1,205 | -37.9% | 11Q | SEC ↗ |
| 41 | HARBOUR INVESTMENTS, INC. | 1,872 | $77K | +121 | +6.9% | 2Q | SEC ↗ |
| 42 | Continuum Advisory, LLC NEW | 1,606 | $66K | — | +0.0% | 1Q | SEC ↗ |
| 43 | UBS Group AG | 1,566 | $64K | -3,301 | -67.8% | 10Q | SEC ↗ |
| 44 | AdvisorNet Financial, Inc | 1,536 | $63K | +756 | +96.9% | 10Q | SEC ↗ |
| 45 | Silver Grove Financial Group, Inc. | 1,380 | $57K | — | +0.0% | 2Q | SEC ↗ |
| 46 | Synergy Investment Management, LLC NEW | 941 | $39K | — | +0.0% | 1Q | SEC ↗ |
| 47 | WELLS FARGO & COMPANY/MN NEW | 816 | $34K | — | +0.0% | 1Q | SEC ↗ |
| 48 | TOP Private Wealth LLC. NEW | 328 | $13K | — | +0.0% | 1Q | SEC ↗ |
| 49 | Cape Investment Advisory, Inc. NEW | 285 | $12K | — | +0.0% | 1Q | SEC ↗ |
| 50 | ASSETMARK, INC | 275 | $11K | -141 | -33.9% | 6Q | SEC ↗ |
Recent Activity
New Positions (17)
| Holder | Shares | Value |
|---|---|---|
| Global Retirement Partners, LLC | 41,412 | $2M |
| GOLDMAN SACHS GROUP INC | 29,099 | $1M |
| Savant Capital, LLC | 27,089 | $1M |
| PETRA FINANCIAL ADVISORS INC | 24,551 | $1M |
| CITADEL ADVISORS LLC | 9,370 | $385K |
| LexAurum Advisors, LLC | 5,130 | $211K |
| MERCER GLOBAL ADVISORS INC /ADV | 2,223 | $91K |
| Continuum Advisory, LLC | 1,606 | $66K |
| Synergy Investment Management, LLC | 941 | $39K |
| WELLS FARGO & COMPANY/MN | 816 | $34K |
| TOP Private Wealth LLC. | 328 | $13K |
| Cape Investment Advisory, Inc. | 285 | $12K |
| NORTHWESTERN MUTUAL WEALTH MANAGEME | 232 | $10K |
| Blue Trust, Inc. | 206 | $8K |
| JONES FINANCIAL COMPANIES LLLP | 145 | $6K |
| AMERIFLEX GROUP, INC. | 138 | $6K |
| HORIZON FINANCIAL SERVICES, LLC | 23 | $1K |
Sold Out (10)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| Meriwether Wealth & Planning, LLC | 128,484 | $5M |
| FSA Advisors, Inc. | 66,176 | $3M |
| SUSQUEHANNA INTERNATIONAL GROUP, LL | 15,116 | $622K |
| JANE STREET GROUP, LLC | 10,051 | $413K |
| Advisory Services Network, LLC | 2,021 | $83K |
| Kestra Advisory Services, LLC | 586 | $24K |
| Morton Brown Family Wealth, LLC | 548 | $23K |
| Turning Point Benefit Group, Inc. | 62 | $3K |
| CoreCap Advisors, LLC | 45 | $2K |
| MORGAN STANLEY | 1 | $0K |
Biggest Increases (20)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| SEI INVESTMENTS CO | +432,507 | +5.3% | 8,644,643 |
| SUMMIT WEALTH GROUP LLC / CO | +194,714 | +13.4% | 1,645,704 |
| Merit Financial Group, LLC | +51,176 | +35.0% | 197,588 |
| S&T Bank/PA | +31,055 | +14.2% | 249,473 |
| COMPASS CAPITAL CORP /MA/ /ADV | +5,234 | +25.1% | 26,085 |
| WEALTH ENHANCEMENT ADVISORY SERVICE | +4,302 | +8.8% | 53,163 |
| Beacon Pointe Advisors, LLC | +3,872 | +2.6% | 151,625 |
| K2 Financial Inc. | +2,743 | +4.3% | 66,846 |
| EXENCIAL WEALTH ADVISORS, LLC | +2,566 | +9.7% | 29,077 |
| Diversified Enterprises, LLC | +2,292 | +9.1% | 27,470 |
| ENVESTNET ASSET MANAGEMENT INC | +1,986 | +1.2% | 162,828 |
| Stratos Wealth Partners, LTD. | +1,323 | +17.2% | 9,035 |
| Cambridge Investment Research Advis | +1,033 | +2.8% | 37,966 |
| TRUIST FINANCIAL CORP | +891 | +0.6% | 153,416 |
| PRINCIPAL SECURITIES, INC. | +842 | +9.7% | 9,559 |
| AdvisorNet Financial, Inc | +756 | +96.9% | 1,536 |
| Rossby Financial, LCC | +499 | +23.0% | 2,672 |
| Csenge Advisory Group | +455 | +1.3% | 36,775 |
| Cassady Wealth & Retirement Plannin | +432 | +3.9% | 11,508 |
| Perigon Wealth Management, LLC | +418 | +2.0% | 21,140 |
Biggest Decreases (10)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| Ameritas Advisory Services, LLC | -27,350 | -100.0% | 8 |
| OSAIC HOLDINGS, INC. | -12,022 | -52.7% | 10,803 |
| UBS Group AG | -3,301 | -67.8% | 1,566 |
| Apella Capital, LLC | -3,276 | -15.7% | 17,620 |
| ROYAL BANK OF CANADA | -1,205 | -37.9% | 1,976 |
| Whipplewood Advisors, LLC | -811 | -27.9% | 2,100 |
| LPL Financial LLC | -774 | -7.4% | 9,678 |
| CAHILL FINANCIAL ADVISORS INC | -454 | -2.2% | 19,904 |
| WPG Advisers, LLC | -307 | -1.8% | 16,519 |
| ASSETMARK, INC | -141 | -33.9% | 275 |