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Disclosery

SEIQ SEI EXCHANGE TRADED FUNDS

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QIM US LRG CAP Q (fund)

49 managers (49 13F filers) reported a position in SEIQ shares at 2025-09-30, 8,971,133 shares in all. 11 filers opened a position and 6 filers sold out during the quarter.

Managers
49
13F filers
49
New
11
Added
31
Reduced
3
Sold out
6
Shares held by filers
8,971,133

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, Q3 2025

Filers in the available 13F reports with a share position at 2025-09-30, 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 CO7,444,963$288M0.31%+1,539,92113F-HRTimelineGroup
Brookwood Investment Group LLC193,889$7.5M0.97%+60,83813F-HRTimeline
S&T Bank/PA180,979$7M1.97%+80,18613F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC160,235$6.2M<0.01%+37,37813F-HRTimelineGroup
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP151,943$5.88M0.01%+35,32813F-HRTimelineGroup
Beacon Pointe Advisors, LLC139,230$5.39M0.05%new13F-HRTimeline
Meriwether Wealth & Planning, LLC113,801$4.4M2.55%+5,45713F-HRTimeline
K2 Financial Inc.59,081$2.24M1.8%+12,09913F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…54,334$2.1M<0.01%+12,02613F-HRTimeline
Merit Financial Group, LLC52,526$2.03M0.02%+13,19413F-HR/ATimeline
Stark Wealth Management LLC33,418$1.29M5.92%+15,81013F-HRTimeline
Csenge Advisory Group33,295$1.29M0.06%+8,91013F-HRTimeline
CAHILL FINANCIAL ADVISORS INC29,948$1.16M0.13%+5,17113F-HRTimeline
Cambridge Investment Research Advisors,…29,782$1.15M<0.01%+5,28813F-HRTimeline
EXENCIAL WEALTH ADVISORS, LLC29,654$1.15M0.04%+7,84813F-HRTimeline
NewEdge Advisors, LLC28,514$1.1M0.01%+4,76613F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.23,474$904K<0.01%+15,75013F-HRTimelineGroup
United Advisor Group, LLC19,095$739K0.1%+3,24113F-HRTimeline
WPG Advisers, LLC17,129$663K0.51%+45313F-HRTimeline
PETRA FINANCIAL ADVISORS INC17,018$658K0.38%+1,73113F-HRTimeline
Perigon Wealth Management, LLC16,570$641K0.01%+2,94713F-HRTimeline
Apella Capital, LLC16,615$628K0.01%new13F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…15,376$595K<0.01%+4,30313F-HRTimelineGroup
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC13,306$515K<0.01%new13F-HRTimelineGroup
Diversified Enterprises, LLC12,515$484K0.03%+1,63213F-HRTimeline
Stewardship Advisors, LLC11,568$447K0.11%+3,56613F-HRTimeline
Stratos Wealth Partners, LTD.in group Stratos Wealth Partners, LTD.9,931$384K<0.01%new13F-HRTimelineGroup
Lynx Investment Advisory9,665$374K0.22%+2,01713F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC8,851$342K0.01%+2,45013F-HRTimelineGroup
UBS Group AGin group UBS Group AG8,722$337K<0.01%-2,67113F-HRTimelineGroup
LPL Financial LLC8,243$319K<0.01%+96713F-HRTimeline
CALTON & ASSOCIATES, INC.6,708$259K0.04%new13F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…6,144$238K<0.01%new13F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA4,804$186K<0.01%+3,01913F-HRTimelineGroup
Binnacle Investments Inc3,884$150K0.09%+48113F-HRTimeline
Larson Financial Group LLC1,248$48.3K<0.01%new13F-HRTimeline
Whipplewood Advisors, LLC1,230$47.6K0.03%-4,25813F-HRTimeline
Turning Point Benefit Group, Inc.1,021$39.5K0.02%new13F-HRTimeline
AdvisorNet Financial, Inc780$30.2K<0.01%013F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC425$16.4K<0.01%+15013F-HRTimelineGroup
HARBOUR INVESTMENTS, INC.394$15.2K<0.01%013F-HRTimeline
Cape Investment Advisory, Inc.285$11K0.01%+10113F-HRTimeline
CWM, LLCin group CWM, LLC285$11K<0.01%+7513F-HRTimelineGroup
IFP Advisors, Inc112$4.33K<0.01%013F-HR/ATimeline
Johnson Financial Group, Inc.in group Johnson Financial Group, Inc.62$2.4K<0.01%new13F-HRTimelineGroup
CoreCap Advisors, LLC45$1.74K<0.01%new13F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…34$1.31K<0.01%new13F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY1$39<0.01%013F-HR/ATimelineGroup
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…1$39<0.01%-25413F-HRTimelineGroup