Skip to content

SEIM SEI EXCHANGE TRADED FUNDS

Follow

QIM US LARGE CAP (fund)

57 managers (57 13F filers) reported a position in SEIM shares at 2026-03-31, 18,625,006 shares in all. 6 filers opened a position and 8 filers sold out during the quarter.

Managers
57
13F filers
57
New
6
Added
27
Reduced
19
Sold out
8
Shares held by filers
18,625,006

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, Q1 2026

Filers in the available 13F reports with a share position at 2026-03-31, 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 CO13,469,751$614M0.57%+329,61813F-HRTimelineGroup
SUMMIT WEALTH GROUP LLC / CO2,410,895$110M11.56%+493,84913F-HRTimeline
Merit Financial Group, LLC575,358$26.2M0.19%+481,37513F-HRTimeline
S&T Bank/PA366,602$16.7M6.23%+41,64313F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC266,754$12.2M<0.01%+61213F-HRTimelineGroup
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP252,371$11.5M0.02%+1,40313F-HRTimelineGroup
Beacon Pointe Advisors, LLC244,064$11.1M0.06%+14513F-HRTimeline
K2 Financial Inc.104,952$5.32M3.87%+1,85313F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…84,537$3.93M0.01%-11,00513F-HRTimeline
Csenge Advisory Group59,254$2.7M0.12%-2,90913F-HRTimeline
Cambridge Investment Research Advisors,…58,121$2.65M0.01%+8,62213F-HRTimeline
NewEdge Advisors, LLC51,900$2.36M0.01%+1,21113F-HR/ATimeline
EXENCIAL WEALTH ADVISORS, LLC47,752$2.18M0.07%+1,56213F-HRTimeline
Meriwether Wealth & Planning, LLC47,658$2.17M1.19%+10,46613F-HRTimeline
Ameritas Advisory Services, LLCin group Ameritas Investment Partners,…45,051$2.05M0.08%+8813F-HRTimelineGroup
Diversified Enterprises, LLC41,501$1.89M0.1%-68713F-HRTimeline
COMPASS CAPITAL CORP /MA/ /ADV34,169$1.77M0.63%+5,93913F-HRTimeline
United Advisor Group, LLC38,365$1.75M0.22%+1,71613F-HRTimeline
Apella Capital, LLC34,064$1.73M0.03%-93313F-HRTimeline
CAHILL FINANCIAL ADVISORS INC35,619$1.62M0.18%-10,96713F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.34,777$1.59M<0.01%-430,92313F-HRTimelineGroup
Perigon Wealth Management, LLC33,682$1.53M0.03%+1,50713F-HRTimeline
LPL Financial LLC22,045$1M<0.01%+4,63813F-HRTimeline
Stewardship Advisors, LLC21,986$1M0.23%+1,02813F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…20,419$930K<0.01%new13F-HRTimelineGroup
Cassady Wealth & Retirement Planning, L…18,195$925K0.48%-58613F-HRTimeline
Cetera Investment Advisers20,243$922K<0.01%+1,20613F-HRTimeline
Independent Wealth Network Inc.20,226$921K0.27%+15,36913F-HRTimeline
Lynx Investment Advisory18,658$850K0.41%-13013F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC16,843$767K<0.01%-67113F-HRTimelineGroup
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC14,651$667K0.01%-6713F-HRTimelineGroup
Stratos Wealth Partners, LTD.in group Stratos Wealth Partners, LTD.12,748$581K0.01%-3,28013F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA10,422$475K<0.01%+53713F-HRTimelineGroup
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…10,372$472K0.01%-7013F-HRTimelineGroup
LexAurum Advisors, LLC8,175$372K0.05%13F-HRTimeline
Accelerate Investment Advisors LLC7,852$358K0.24%new13F-HRTimeline
Investmark Advisory Group LLC6,542$298K0.13%+3013F-HRTimeline
OneAscent Financial Services LLCin group OneAscent Financial Services …6,146$280K0.02%-613F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY6,025$274K<0.01%-36513F-HRTimelineGroup
UBS Group AGin group UBS Group AG5,593$255K<0.01%+5,35813F-HRTimelineGroup
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC5,466$249K<0.01%new13F-HRTimelineGroup
Accurate Wealth Management, LLC4,915$239K0.03%+4313F-HRTimeline
Valmark Advisers, Inc.4,880$222K<0.01%+5913F-HRTimeline
WPG Advisers, LLC3,838$175K0.13%-53513F-HRTimeline
Rossby Financial, LCC3,601$167K0.03%new13F-HRTimeline
Advisory Services Network, LLC3,581$163K<0.01%new13F-HRTimeline
Whipplewood Advisors, LLC3,070$140K0.07%+2,60213F-HRTimeline
HARBOUR INVESTMENTS, INC.2,878$126K<0.01%new13F-HRTimeline
Silver Grove Financial Group, Inc.2,331$106K0.09%-1013F-HRTimeline
SILVER OAK SECURITIES, INCORPORATED2,190$99.8K0.01%-99913F-HRTimeline
AdvisorNet Financial, Inc1,577$71.8K<0.01%013F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC1,487$67.7K<0.01%-2013F-HRTimelineGroup
CWM, LLCin group CWM, LLC445$20.3K<0.01%013F-HRTimelineGroup
IFP Advisors, Inc265$12.1K<0.01%+3213F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO80$3.51K<0.01%013F-HR/ATimelineGroup
CoreCap Advisors, LLC49$2.23K<0.01%-3013F-HRTimeline
MAI Capital Management15$684<0.01%013F-HRTimeline