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Disclosery

SEIQ SEI EXCHANGE TRADED FUNDS

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QIM US LRG CAP Q (fund)

42 managers (42 13F filers) reported a position in SEIQ shares at 2024-12-31, 6,897,056 shares in all. 8 filers opened a position and 2 filers sold out during the quarter.

Managers
42
13F filers
42
New
8
Added
11
Reduced
12
Sold out
2
Shares held by filers
6,897,056

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 CO5,978,541$209M0.27%-93,19413F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC128,907$4.5M<0.01%-3,98813F-HRTimelineGroup
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP123,573$4.32M0.01%-4,69713F-HRTimelineGroup
HART & PATTERSON FINANCIAL GROUP LLC117,111$4.09M1.99%-2,47213F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.73,168$2.56M0.01%+21,69313F-HR/ATimelineGroup
Meriwether Wealth & Planning, LLC56,249$1.97M1.4%13F-HRTimeline
K2 Financial Inc.43,541$1.49M1.49%13F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…35,644$1.25M<0.01%+3,70213F-HR/ATimeline
Atria Wealth Solutions, Inc.34,732$1.21M0.01%new13F-HRTimeline
CAHILL FINANCIAL ADVISORS INC32,182$1.12M0.15%-3,73513F-HRTimeline
NewEdge Advisors, LLC24,917$871K0.01%+2,57213F-HRTimeline
EXENCIAL WEALTH ADVISORS, LLC23,417$818K0.03%-1,38813F-HRTimeline
Cambridge Investment Research Advisors,…21,986$768K<0.01%+70713F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…21,212$741K<0.01%+11,86813F-HRTimelineGroup
Csenge Advisory Group21,099$737K0.04%-13013F-HRTimeline
Stark Wealth Management LLC18,454$645K0.47%13F-HRTimeline
Geneos Wealth Management Inc.15,972$558K0.02%new13F-HRTimeline
COMPASS CAPITAL CORP /MA/ /ADV15,855$554K0.22%13F-HRTimeline
Stratos Wealth Partners, LTD.in group Stratos Wealth Partners, LTD.15,680$548K0.01%new13F-HRTimelineGroup
PETRA FINANCIAL ADVISORS INC15,609$545K0.37%+15713F-HRTimeline
Perigon Wealth Management, LLC14,604$509K0.01%-18213F-HRTimeline
Private Advisor Group, LLC10,228$357K<0.01%new13F-HRTimeline
Lynx Investment Advisory7,772$272K0.19%+14113F-HRTimeline
My Legacy Advisors, LLC7,445$260K0.1%-213F-HRTimeline
LPL Financial LLC7,026$245K<0.01%new13F-HRTimeline
Stewardship Advisors, LLC6,792$237K0.07%new13F-HRTimeline
Whipplewood Advisors, LLC5,464$191K0.11%13F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC5,263$184K<0.01%+75613F-HRTimelineGroup
UBS Group AGin group UBS Group AG4,760$166K<0.01%+4,57813F-HRTimelineGroup
WPG Advisers, LLC3,525$123K0.11%13F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA2,367$83K<0.01%-6313F-HRTimelineGroup
Continuum Advisory, LLC1,462$51.1K0.01%013F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/682$23.8K<0.01%+45713F-HRTimelineGroup
AdvisorNet Financial, Inc679$23.7K<0.01%-48413F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…254$8.89K<0.01%+113F-HRTimelineGroup
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…249$8.7K<0.01%new13F-HRTimelineGroup
CWM, LLCin group CWM, LLC210$7K<0.01%-15113F-HRTimelineGroup
Cape Investment Advisory, Inc.184$6.43K<0.01%013F-HRTimeline
Coppell Advisory Solutions LLC128$4.49K<0.01%new13F-HRTimeline
IFP Advisors, Inc112$3.91K<0.01%013F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY1$35<0.01%013F-HR/ATimelineGroup
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$00%013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.