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Disclosery

SEIQ SEI EXCHANGE TRADED FUNDS

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QIM US LRG CAP Q (fund)

44 managers (44 13F filers) reported a position in SEIQ shares at 2025-03-31, 6,779,255 shares in all. 10 filers opened a position and 8 filers sold out during the quarter.

Managers
44
13F filers
44
New
10
Added
13
Reduced
14
Sold out
8
Shares held by filers
6,779,255

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 2025

Filers in the available 13F reports with a share position at 2025-03-31, 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 CO5,891,975$206M0.26%-86,56613F-HR/ATimelineGroup
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC123,187$4.3M<0.01%-5,72013F-HRTimelineGroup
Geneos Wealth Management Inc.118,720$4.15M0.06%+102,74813F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP116,920$4.08M0.01%-6,65313F-HRTimelineGroup
Meriwether Wealth & Planning, LLC70,444$2.46M1.61%+14,19513F-HRTimeline
K2 Financial Inc.46,766$1.53M1.5%+3,22513F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.41,642$1.45M<0.01%-31,52613F-HRTimelineGroup
WEALTH ENHANCEMENT ADVISORY SERVICES, L…37,822$1.32M<0.01%+2,17813F-HRTimeline
Merit Financial Group, LLC35,501$1.24M0.02%new13F-HRTimeline
CAHILL FINANCIAL ADVISORS INC28,048$979K0.13%-4,13413F-HRTimeline
NewEdge Advisors, LLC23,589$824K<0.01%-1,32813F-HRTimeline
EXENCIAL WEALTH ADVISORS, LLC23,181$809K0.03%-23613F-HRTimeline
Csenge Advisory Group22,583$756K0.04%+1,48413F-HRTimeline
Cambridge Investment Research Advisors,…21,180$740K<0.01%-80613F-HRTimeline
Marks Group Wealth Management, Inc20,218$706K0.07%new13F-HRTimeline
WPG Advisers, LLC16,745$585K0.55%+13,22013F-HRTimeline
Stratos Wealth Partners, LTD.in group Stratos Wealth Partners, LTD.15,424$539K0.01%-25613F-HRTimelineGroup
PETRA FINANCIAL ADVISORS INC15,309$535K0.44%-30013F-HRTimeline
COMPASS CAPITAL CORP /MA/ /ADV15,524$506K0.27%-33113F-HRTimeline
Perigon Wealth Management, LLC13,343$466K0.01%-1,26113F-HRTimeline
Diversified Enterprises, LLC9,363$327K0.03%new13F-HRTimeline
Stewardship Advisors, LLC7,859$274K0.07%+1,06713F-HRTimeline
CALTON & ASSOCIATES, INC.7,792$272K0.06%new13F-HR/ATimeline
Lynx Investment Advisory7,591$265K0.18%-18113F-HRTimeline
My Legacy Advisors, LLC7,415$259K0.1%-3013F-HRTimeline
LPL Financial LLC7,158$250K<0.01%+13213F-HRTimeline
UBS Group AGin group UBS Group AG6,942$242K<0.01%+2,18213F-HRTimelineGroup
Whipplewood Advisors, LLC8,338$187K0.13%+2,87413F-HRTimeline
S&T Bank/PA5,358$187K0.06%new13F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC5,263$184K<0.01%013F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA3,659$128K<0.01%+1,29213F-HR/ATimelineGroup
Binnacle Investments Inc2,126$74.2K0.05%13F-HRTimeline
AdvisorNet Financial, Inc780$27.2K<0.01%+10113F-HRTimeline
HARBOUR INVESTMENTS, INC.270$9.43K<0.01%new13F-HRTimeline
ROSS\JOHNSON & Associates LLC262$9.15K0.16%new13F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…254$8.88K<0.01%013F-HRTimelineGroup
CWM, LLCin group CWM, LLC210$7K<0.01%013F-HRTimelineGroup
Cape Investment Advisory, Inc.184$6.42K<0.01%013F-HRTimeline
Hurley Capital, LLC130$4.54K<0.01%new13F-HRTimeline
IFP Advisors, Inc112$3.91K<0.01%013F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO32$1.12K<0.01%new13F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY19$664<0.01%+1813F-HRTimelineGroup
ASSETMARK, INCin group ASSETMARK, INC17$594<0.01%new13F-HRTimelineGroup
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.