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Disclosery

SEIQ SEI EXCHANGE TRADED FUNDS

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QIM US LRG CAP Q (fund)

46 managers (46 13F filers) reported a position in SEIQ shares at 2025-06-30, 7,042,498 shares in all. 6 filers opened a position and 6 filers sold out during the quarter.

Managers
46
13F filers
46
New
6
Added
20
Reduced
12
Sold out
6
Shares held by filers
7,042,498

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 2025

Filers in the available 13F reports with a share position at 2025-06-30, 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 CO5,905,042$220M0.25%+13,06713F-HRTimelineGroup
Brookwood Investment Group LLC133,051$4.95M0.8%new13F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC122,857$4.57M<0.01%-33013F-HRTimelineGroup
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP116,615$4.34M0.01%-30513F-HRTimelineGroup
Meriwether Wealth & Planning, LLC108,344$4.03M2.52%+37,90013F-HRTimeline
S&T Bank/PA100,793$3.75M1.14%+95,43513F-HRTimeline
SUMMIT WEALTH GROUP LLC / CO87,246$3.24M0.81%13F-HRTimeline
Geneos Wealth Management Inc.50,695$1.88M0.05%-68,02513F-HRTimeline
K2 Financial Inc.46,982$1.73M1.52%+21613F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…42,308$1.59M<0.01%+4,48613F-HRTimeline
Merit Financial Group, LLC39,332$1.46M0.02%+3,83113F-HRTimeline
CAHILL FINANCIAL ADVISORS INC24,777$921K0.11%-3,27113F-HRTimeline
Cambridge Investment Research Advisors,…24,494$911K<0.01%+3,31413F-HRTimeline
Csenge Advisory Group24,385$887K0.05%+1,80213F-HRTimeline
NewEdge Advisors, LLC23,748$883K<0.01%+15913F-HRTimeline
EXENCIAL WEALTH ADVISORS, LLC21,806$811K0.03%-1,37513F-HRTimeline
Stark Wealth Management LLC17,608$655K0.94%new13F-HRTimeline
WPG Advisers, LLC16,676$620K0.52%-6913F-HRTimeline
United Advisor Group, LLC15,854$589K0.1%new13F-HRTimeline
PETRA FINANCIAL ADVISORS INC15,287$568K0.36%-2213F-HRTimeline
Perigon Wealth Management, LLC13,623$507K0.01%+28013F-HRTimeline
UBS Group AGin group UBS Group AG11,393$424K<0.01%+4,45113F-HRTimelineGroup
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…11,073$412K<0.01%new13F-HRTimelineGroup
Diversified Enterprises, LLC10,883$405K0.03%+1,52013F-HRTimeline
Stewardship Advisors, LLC8,002$298K0.08%+14313F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.7,724$287K<0.01%-33,91813F-HR/ATimelineGroup
Lynx Investment Advisory7,648$284K0.19%+5713F-HRTimeline
My Legacy Advisors, LLC7,343$273K0.1%-7213F-HRTimeline
LPL Financial LLC7,276$271K<0.01%+11813F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC6,401$238K<0.01%+1,13813F-HRTimelineGroup
Whipplewood Advisors, LLC5,488$204K0.11%-2,85013F-HRTimeline
Binnacle Investments Inc3,403$127K0.08%+1,27713F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA1,785$66K<0.01%-1,87413F-HR/ATimelineGroup
AdvisorNet Financial, Inc780$29K<0.01%013F-HRTimeline
HARBOUR INVESTMENTS, INC.394$14.6K<0.01%+12413F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC275$10.2K<0.01%+25813F-HRTimelineGroup
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…255$9.48K<0.01%+113F-HRTimelineGroup
CWM, LLCin group CWM, LLC210$8K<0.01%013F-HRTimelineGroup
Cape Investment Advisory, Inc.184$6.84K<0.01%013F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\134$4.98K<0.01%new13F-HRTimelineGroup
Farther Finance Advisors, LLC131$4.87K<0.01%new13F-HRTimeline
IFP Advisors, Inc112$4.16K<0.01%013F-HRTimeline
Global Retirement Partners, LLC48$1.79K<0.01%13F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO32$1.19K<0.01%013F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY1$37<0.01%-1813F-HRTimelineGroup
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.