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Disclosery

SEIM SEI EXCHANGE TRADED FUNDS

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QIM US LARGE CAP (fund)

61 managers (61 13F filers) reported a position in SEIM shares at 2025-12-31, 18,277,727 shares in all. 12 filers opened a position and 8 filers sold out during the quarter.

Managers
61
13F filers
61
New
12
Added
22
Reduced
20
Sold out
8
Shares held by filers
18,277,727

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 2025

Filers in the available 13F reports with a share position at 2025-12-31, 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 CO13,140,133$606M0.6%-11,51413F-HRTimelineGroup
SUMMIT WEALTH GROUP LLC / CO1,917,046$88.4M11.73%+1,916,32413F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.465,700$21.5M0.03%+428,16113F-HRTimelineGroup
Yeomans Consulting Group, Inc.367,435$16.9M4.97%new13F-HRTimeline
S&T Bank/PA324,959$15M4.74%+14,82513F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC266,142$12.3M<0.01%-2,81113F-HRTimelineGroup
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP250,968$11.6M0.02%-3,42013F-HRTimelineGroup
Beacon Pointe Advisors, LLC243,919$11.3M0.08%-2,03913F-HRTimeline
K2 Financial Inc.103,099$4.84M3.74%-1,27213F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…95,542$4.54M0.01%+1,29413F-HRTimeline
Merit Financial Group, LLC93,983$4.34M0.03%+1,58013F-HRTimeline
Global Retirement Partners, LLC66,800$3.08M0.05%new13F-HRTimeline
Csenge Advisory Group62,163$2.87M0.13%+3,35413F-HRTimeline
Stark Wealth Management LLC59,286$2.73M10.27%+10,66613F-HRTimeline
NewEdge Advisors, LLC50,689$2.34M0.01%-65413F-HRTimeline
Cambridge Investment Research Advisors,…49,499$2.28M0.01%+1,37313F-HRTimeline
CAHILL FINANCIAL ADVISORS INC46,586$2.15M0.24%-6,17113F-HRTimeline
EXENCIAL WEALTH ADVISORS, LLC46,190$2.13M0.07%-6,08213F-HRTimeline
Ameritas Advisory Services, LLCin group Ameritas Investment Partners,…44,963$2.07M0.08%new13F-HRTimelineGroup
Diversified Enterprises, LLC42,188$1.95M0.12%+20,09013F-HRTimeline
Meriwether Wealth & Planning, LLC37,192$1.72M0.97%+11,04713F-HRTimeline
United Advisor Group, LLC36,649$1.69M0.22%+2,92713F-HRTimeline
Apella Capital, LLC34,997$1.61M0.03%+5,76513F-HRTimeline
Perigon Wealth Management, LLC32,175$1.48M0.03%+2,91713F-HRTimeline
PETRA FINANCIAL ADVISORS INC31,599$1.46M0.86%+88913F-HRTimeline
COMPASS CAPITAL CORP /MA/ /ADV28,230$1.36M0.52%-35213F-HRTimeline
Stewardship Advisors, LLC20,958$967K0.22%+50013F-HRTimeline
Cetera Investment Advisers19,037$878K<0.01%+8,36213F-HRTimeline
Lynx Investment Advisory18,788$867K0.47%+1,71713F-HRTimeline
Cassady Wealth & Retirement Planning, L…18,781$866K0.56%13F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC17,514$808K<0.01%+8,59113F-HRTimelineGroup
LPL Financial LLC17,407$803K<0.01%+38813F-HRTimeline
Stratos Wealth Partners, LTD.in group Stratos Wealth Partners, LTD.16,028$739K0.01%-1,55813F-HRTimelineGroup
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC14,718$679K0.01%-38913F-HRTimelineGroup
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…10,442$482K0.01%-44613F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA9,885$456K<0.01%-38713F-HRTimelineGroup
Investmark Advisory Group LLC6,512$300K0.13%+14313F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY6,390$295K<0.01%+36613F-HR/ATimelineGroup
OneAscent Financial Services LLCin group OneAscent Financial Services …6,152$284K0.03%-15813F-HRTimelineGroup
CALTON & ASSOCIATES, INC.6,101$281K0.04%-5,85513F-HRTimeline
Accurate Wealth Management, LLC4,872$230K0.03%-1,52213F-HRTimeline
Independent Wealth Network Inc.4,857$224K0.07%new13F-HRTimeline
Valmark Advisers, Inc.4,821$222K<0.01%new13F-HRTimeline
WPG Advisers, LLC4,373$202K0.15%-30513F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC4,353$201K<0.01%new13F-HRTimelineGroup
FSA Advisors, Inc.114,800$162K0.11%new13F-HRTimeline
SILVER OAK SECURITIES, INCORPORATED3,189$148K0.01%new13F-HRTimeline
Silver Grove Financial Group, Inc.2,341$108K0.09%new13F-HRTimeline
AdvisorNet Financial, Inc1,577$72.7K<0.01%013F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC1,507$69.5K<0.01%013F-HRTimelineGroup
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC1,081$49.9K<0.01%new13F-HRTimelineGroup
Morton Brown Family Wealth, LLC963$44.4K0.01%new13F-HRTimeline
Cape Investment Advisory, Inc.489$22.6K0.01%013F-HRTimeline
Whipplewood Advisors, LLC468$21.6K0.01%+5713F-HRTimeline
CWM, LLCin group CWM, LLC445$21K<0.01%-16413F-HRTimelineGroup
UBS Group AGin group UBS Group AG235$10.8K<0.01%-9,43613F-HRTimelineGroup
IFP Advisors, Inc233$10.7K<0.01%013F-HRTimeline
Turning Point Benefit Group, Inc.104$4.8K<0.01%-1,81113F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO80$3.69K<0.01%new13F-HRTimelineGroup
CoreCap Advisors, LLC79$3.64K<0.01%013F-HRTimeline
MAI Capital Management15$692<0.01%013F-HRTimeline