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Disclosery

SEIQ SEI EXCHANGE TRADED FUNDS

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QIM US LRG CAP Q (fund)

56 managers (56 13F filers) reported a position in SEIQ shares at 2026-06-30, 11,833,206 shares in all. 14 filers opened a position and 5 filers sold out during the quarter.

Managers
56
13F filers
56
New
14
Added
25
Reduced
10
Sold out
5
Shares held by filers
11,833,206

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 2026

Filers in the available 13F reports with a share position at 2026-06-30, 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 CO8,644,643$341M0.3%+432,50713F-HRTimelineGroup
SUMMIT WEALTH GROUP LLC / CO1,645,704$64.9M5.37%+194,71413F-HRTimeline
S&T Bank/PA249,473$9.83M2.95%+31,05513F-HRTimeline
Merit Financial Group, LLC197,588$7.79M0.05%+51,17613F-HR/ATimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC162,828$6.42M<0.01%+1,98613F-HRTimelineGroup
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP153,416$6.05M0.01%+89113F-HRTimelineGroup
Beacon Pointe Advisors, LLC151,625$5.98M0.03%+3,87213F-HRTimeline
K2 Financial Inc.66,846$2.69M1.9%+2,74313F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…53,163$2.16M<0.01%+4,30213F-HRTimeline
Global Retirement Partners, LLC41,412$1.63M0.02%13F-HRTimeline
Cambridge Investment Research Advisors,…37,966$1.5M<0.01%+1,03313F-HR/ATimeline
Csenge Advisory Group36,775$1.45M0.06%+45513F-HRTimeline
NewEdge Advisors, LLC31,197$1.23M<0.01%+27913F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC29,099$1.15M<0.01%new13F-HRTimelineGroup
Savant Capital, LLC27,089$1.14M<0.01%new13F-HRTimeline
COMPASS CAPITAL CORP /MA/ /ADV26,085$1.1M0.36%+5,23413F-HRTimeline
Diversified Enterprises, LLC27,470$1.08M0.05%+2,29213F-HRTimeline
PETRA FINANCIAL ADVISORS INC24,551$968K0.45%new13F-HRTimeline
United Advisor Group, LLC23,679$933K0.1%+29713F-HRTimeline
Perigon Wealth Management, LLC21,140$833K0.01%+41813F-HRTimeline
CAHILL FINANCIAL ADVISORS INC19,904$784K0.08%-45413F-HRTimeline
Apella Capital, LLC17,620$713K0.01%-3,27613F-HRTimeline
WPG Advisers, LLC16,519$651K0.38%-30713F-HRTimeline
Stewardship Advisors, LLC13,560$534K0.11%+33813F-HRTimeline
Lynx Investment Advisory11,789$465K0.15%+41313F-HRTimeline
Cassady Wealth & Retirement Planning, L…11,508$454K0.21%+43213F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.10,803$426K<0.01%-12,02213F-HRTimelineGroup
LPL Financial LLC9,678$381K<0.01%-77413F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC9,559$377K<0.01%+84213F-HRTimelineGroup
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC9,370$369K<0.01%new13F-HRTimelineGroup
Stratos Wealth Partners, LTD.in group Stratos Wealth Partners, LTD.9,035$356K<0.01%+1,32313F-HRTimelineGroup
NORTHERN TRUST CORPin group NORTHERN TRUST CORP6,548$258K<0.01%013F-HRTimelineGroup
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…6,493$256K<0.01%+22513F-HRTimelineGroup
Accelerate Investment Advisors LLC5,692$224K0.13%013F-HRTimeline
LexAurum Advisors, LLC5,130$202K0.02%new13F-HRTimeline
Rossby Financial, LCC2,672$105K0.02%+49913F-HRTimeline
Whipplewood Advisors, LLC2,100$82.8K0.06%-81113F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA1,976$78K<0.01%-1,20513F-HRTimelineGroup
HARBOUR INVESTMENTS, INC.1,872$73.8K<0.01%+12113F-HRTimeline
Continuum Advisory, LLC1,606$63.3K0.01%new13F-HRTimeline
UBS Group AGin group UBS Group AG1,566$61.7K<0.01%-3,30113F-HRTimelineGroup
AdvisorNet Financial, Inc1,536$60.5K<0.01%+75613F-HRTimeline
Silver Grove Financial Group, Inc.1,380$54.4K0.03%013F-HRTimeline
Synergy Investment Management, LLC941$38.8K0.01%new13F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN816$32.2K<0.01%new13F-HRTimelineGroup
TOP Private Wealth LLC.328$12.9K0.01%13F-HRTimeline
Cape Investment Advisory, Inc.285$11.2K<0.01%new13F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC275$10.8K<0.01%-14113F-HRTimelineGroup
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…232$9.14K<0.01%new13F-HRTimelineGroup
Blue Trust, Inc.206$8.12K<0.01%new13F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP145$5.66K<0.01%new13F-HRTimelineGroup
AMERIFLEX GROUP, INC.138$5.44K<0.01%new13F-HRTimeline
IFP Advisors, Inc112$4.41K<0.01%013F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO32$1.26K<0.01%013F-HRTimelineGroup
HORIZON FINANCIAL SERVICES, LLC23$906<0.01%new13F-HRTimeline
Ameritas Advisory Services, LLCin group Ameritas Investment Partners,…8$315<0.01%-27,35013F-HRTimelineGroup