Skip to content
Disclosery

SEIM SEI EXCHANGE TRADED FUNDS

Follow

QIM US LARGE CAP (fund)

49 managers (49 13F filers) reported a position in SEIM shares at 2024-12-31, 12,590,003 shares in all. 8 filers opened a position and 3 filers sold out during the quarter.

Managers
49
13F filers
49
New
8
Added
10
Reduced
20
Sold out
3
Shares held by filers
12,590,003

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q4 2024

Filers in the available 13F reports with a share position at 2024-12-31, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
SEI INVESTMENTS COin group SEI INVESTMENTS CO10,890,752$420M0.54%-1,352,77113F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC255,070$9.85M<0.01%-17,18413F-HRTimelineGroup
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP244,290$9.43M0.01%-18,20313F-HRTimelineGroup
HART & PATTERSON FINANCIAL GROUP LLC212,007$8.19M3.98%-24,88613F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.132,320$5.11M0.01%+32,56913F-HR/ATimelineGroup
K2 Financial Inc.77,880$3.02M3%13F-HRTimeline
Atria Wealth Solutions, Inc.65,002$2.51M0.03%new13F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…64,618$2.49M<0.01%+53213F-HR/ATimeline
CAHILL FINANCIAL ADVISORS INC59,817$2.31M0.31%-13,54213F-HRTimeline
Meriwether Wealth & Planning, LLC58,321$2.25M1.6%13F-HRTimeline
NewEdge Advisors, LLC44,585$1.72M0.01%-44913F-HRTimeline
Cambridge Investment Research Advisors,…44,550$1.72M0.01%+69513F-HRTimeline
EXENCIAL WEALTH ADVISORS, LLC42,689$1.65M0.06%-7,27513F-HRTimeline
Stark Wealth Management LLC40,586$1.57M1.15%13F-HRTimeline
Csenge Advisory Group37,900$1.46M0.08%-3,87313F-HRTimeline
COMPASS CAPITAL CORP /MA/ /ADV37,463$1.45M0.56%13F-HRTimeline
Geneos Wealth Management Inc.29,419$1.14M0.04%new13F-HRTimeline
PETRA FINANCIAL ADVISORS INC29,021$1.12M0.76%-2,29713F-HRTimeline
Stratos Wealth Partners, LTD.in group Stratos Wealth Partners, LTD.28,470$1.1M0.02%new13F-HRTimelineGroup
Perigon Wealth Management, LLC26,012$1.03M0.03%-3,34213F-HRTimeline
Private Advisor Group, LLC18,828$727K<0.01%+8,29113F-HRTimeline
LPL Financial LLC14,621$565K<0.01%+4,10513F-HRTimeline
Lynx Investment Advisory14,329$553K0.38%-1,21813F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC13,909$537K<0.01%-9,33613F-HRTimelineGroup
Cetera Investment Advisers12,536$484K<0.01%-29313F-HRTimeline
Stewardship Advisors, LLC12,207$471K0.13%+1,24513F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC10,394$401K0.01%+1,10513F-HRTimelineGroup
United Advisor Group, LLC10,020$387K0.08%-1,12113F-HRTimeline
UBS Group AGin group UBS Group AG8,369$323K<0.01%new13F-HRTimelineGroup
Wealth Group, Ltd.8,192$316K0.2%-90213F-HRTimeline
Mariner, LLCin group Mariner, LLC7,216$279K<0.01%new13F-HRTimelineGroup
Whipplewood Advisors, LLC6,994$270K0.15%13F-HRTimeline
WPG Advisers, LLC6,392$247K0.23%13F-HRTimeline
Accurate Wealth Management, LLC6,000$234K0.04%-62713F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA5,964$230K<0.01%+1,05613F-HRTimelineGroup
MONECO ADVISORS, LLC5,217$201K0.02%-57613F-HR/ATimeline
Continuum Advisory, LLC2,708$105K0.01%-15613F-HRTimeline
AdvisorNet Financial, Inc1,393$53.8K<0.01%-1,01113F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/1,260$48.6K<0.01%+81613F-HRTimelineGroup
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…534$20.6K<0.01%+113F-HRTimelineGroup
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…524$20.2K<0.01%new13F-HRTimelineGroup
CWM, LLCin group CWM, LLC445$17K<0.01%-31313F-HRTimelineGroup
Cape Investment Advisory, Inc.339$13.1K0.01%013F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC267$10.3K<0.01%013F-HRTimelineGroup
Coppell Advisory Solutions LLC241$9.37K<0.01%new13F-HRTimeline
IFP Advisors, Inc233$9K<0.01%013F-HRTimeline
Transce3nd, LLC84$3.24K<0.01%13F-HRTimeline
MAI Capital Management15$580<0.01%new13F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$00%013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.