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Disclosery

SEIM SEI EXCHANGE TRADED FUNDS

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QIM US LARGE CAP (fund)

53 managers (53 13F filers) reported a position in SEIM shares at 2025-06-30, 12,551,323 shares in all. 6 filers opened a position and 6 filers sold out during the quarter.

Managers
53
13F filers
53
New
6
Added
23
Reduced
16
Sold out
6
Shares held by filers
12,551,323

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, Q2 2025

Filers in the available 13F reports with a share position at 2025-06-30, 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 CO10,736,531$453M0.52%+102,59713F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC232,856$9.82M<0.01%-3,75213F-HRTimelineGroup
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP220,692$9.3M0.01%-3,65613F-HRTimelineGroup
S&T Bank/PA180,350$7.6M2.31%+170,41713F-HRTimeline
SUMMIT WEALTH GROUP LLC / CO152,392$6.42M1.61%13F-HRTimeline
Geneos Wealth Management Inc.92,534$3.9M0.1%-123,46513F-HRTimeline
K2 Financial Inc.84,926$3.58M3.16%-2,95913F-HRTimeline
OneAscent Financial Services LLCin group OneAscent Financial Services …77,890$3.28M0.23%+50,68113F-HRTimelineGroup
Atria Investments, Inc76,716$3.23M0.04%+49,50713F-HRTimeline
Merit Financial Group, LLC72,326$3.05M0.03%+2,63213F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…71,875$3.03M0.01%+3,14613F-HRTimeline
CAHILL FINANCIAL ADVISORS INC45,327$1.91M0.24%-5,05913F-HRTimeline
NewEdge Advisors, LLC43,268$1.82M0.01%+76513F-HRTimeline
Csenge Advisory Group44,347$1.76M0.09%+1,36013F-HRTimeline
Cambridge Investment Research Advisors,…40,528$1.71M0.01%+2,25713F-HRTimeline
EXENCIAL WEALTH ADVISORS, LLC39,877$1.68M0.06%-2,19613F-HRTimeline
COMPASS CAPITAL CORP /MA/ /ADV28,582$1.25M0.59%-3,25813F-HRTimeline
United Advisor Group, LLC28,886$1.22M0.21%+18,65513F-HRTimeline
PETRA FINANCIAL ADVISORS INC28,183$1.19M0.75%+43613F-HRTimeline
Stark Wealth Management LLC26,804$1.13M1.62%+14,52013F-HRTimeline
Perigon Wealth Management, LLC24,398$1.03M0.02%+313F-HRTimeline
Diversified Enterprises, LLC19,814$835K0.06%+2,79913F-HRTimeline
UBS Group AGin group UBS Group AG17,867$753K<0.01%+7,27013F-HRTimelineGroup
LPL Financial LLC15,086$636K<0.01%+70013F-HRTimeline
Stewardship Advisors, LLC14,697$620K0.16%+40213F-HRTimeline
Meriwether Wealth & Planning, LLC14,509$612K0.38%-53,10313F-HRTimeline
Lynx Investment Advisory14,157$597K0.39%+36613F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.12,737$537K<0.01%-43,63313F-HR/ATimelineGroup
Cetera Investment Advisers12,481$526K<0.01%-1,02013F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC12,076$509K0.01%+1,68213F-HRTimelineGroup
Whipplewood Advisors, LLC7,109$300K0.16%-88013F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…6,630$280K0.01%new13F-HRTimelineGroup
Binnacle Investments Inc6,357$268K0.17%+2,53313F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA6,277$265K<0.01%-3,16313F-HR/ATimelineGroup
MORGAN STANLEYin group MORGAN STANLEY6,224$262K<0.01%-9713F-HRTimelineGroup
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC5,888$248K<0.01%-18,52313F-HRTimelineGroup
Investmark Advisory Group LLC5,404$228K0.11%new13F-HRTimeline
LexAurum Advisors, LLC5,282$223K0.04%new13F-HRTimeline
Accurate Wealth Management, LLC5,257$222K0.03%new13F-HRTimeline
Ascent Group, LLCin group Ascent Group, LLC4,841$204K0.01%new13F-HRTimelineGroup
WPG Advisers, LLC3,927$166K0.14%-14713F-HRTimeline
AdvisorNet Financial, Inc1,577$66.5K<0.01%013F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC1,223$51.6K<0.01%+81213F-HRTimelineGroup
HARBOUR INVESTMENTS, INC.704$29.7K<0.01%+22513F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…522$22K<0.01%+113F-HRTimelineGroup
CWM, LLCin group CWM, LLC445$19K<0.01%013F-HRTimelineGroup
Cape Investment Advisory, Inc.293$12.4K<0.01%-4613F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\237$9.99K<0.01%new13F-HRTimelineGroup
IFP Advisors, Inc233$9.82K<0.01%013F-HRTimeline
Global Retirement Partners, LLC86$3.63K<0.01%13F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO80$3.37K<0.01%013F-HRTimelineGroup
MAI Capital Management15$633<0.01%013F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.