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Disclosery

SEIQ SEI EXCHANGE TRADED FUNDS

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QIM US LRG CAP Q (fund)

52 managers (52 13F filers) reported a position in SEIQ shares at 2025-12-31, 10,589,896 shares in all. 10 filers opened a position and 7 filers sold out during the quarter.

Managers
52
13F filers
52
New
10
Added
20
Reduced
16
Sold out
7
Shares held by filers
10,589,896

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 2025

Filers in the available 13F reports with a share position at 2025-12-31, 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 CO7,598,493$296M0.29%+153,53013F-HRTimelineGroup
SUMMIT WEALTH GROUP LLC / CO1,133,245$44.1M5.85%new13F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.266,784$10.4M0.02%+243,31013F-HRTimelineGroup
S&T Bank/PA192,173$7.48M2.37%+11,19413F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC159,182$6.2M<0.01%-1,05313F-HRTimelineGroup
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP150,517$5.86M0.01%-1,42613F-HRTimelineGroup
Beacon Pointe Advisors, LLC140,376$5.46M0.04%+1,14613F-HRTimeline
Meriwether Wealth & Planning, LLC120,665$4.7M2.65%+6,86413F-HRTimeline
Yeomans Consulting Group, Inc.109,229$4.25M1.25%new13F-HRTimeline
K2 Financial Inc.59,670$2.33M1.8%+58913F-HRTimeline
Merit Financial Group, LLC54,561$2.12M0.02%+2,03513F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…53,085$2.07M<0.01%-1,24913F-HRTimeline
Stark Wealth Management LLC40,415$1.57M5.91%+6,99713F-HRTimeline
Global Retirement Partners, LLC38,140$1.48M0.03%new13F-HRTimeline
Csenge Advisory Group35,916$1.4M0.06%+2,62113F-HRTimeline
Cambridge Investment Research Advisors,…30,533$1.19M<0.01%+75113F-HRTimeline
NewEdge Advisors, LLC28,733$1.12M<0.01%+21913F-HRTimeline
CAHILL FINANCIAL ADVISORS INC26,699$1.04M0.11%-3,24913F-HRTimeline
EXENCIAL WEALTH ADVISORS, LLC26,511$1.03M0.03%-3,14313F-HRTimeline
Ameritas Advisory Services, LLCin group Ameritas Investment Partners,…25,937$1.01M0.04%new13F-HRTimelineGroup
Diversified Enterprises, LLC24,429$951K0.06%+11,91413F-HRTimeline
United Advisor Group, LLC21,288$829K0.11%+2,19313F-HRTimeline
Apella Capital, LLC20,334$792K0.02%+3,71913F-HRTimeline
Perigon Wealth Management, LLC18,628$725K0.01%+2,05813F-HRTimeline
PETRA FINANCIAL ADVISORS INC17,909$697K0.41%+89113F-HRTimeline
WPG Advisers, LLC17,007$662K0.49%-12213F-HRTimeline
COMPASS CAPITAL CORP /MA/ /ADV16,529$643K0.25%new13F-HRTimeline
Stewardship Advisors, LLC12,032$468K0.11%+46413F-HRTimeline
Cassady Wealth & Retirement Planning, L…10,867$423K0.28%13F-HRTimeline
Lynx Investment Advisory10,837$422K0.23%+1,17213F-HRTimeline
Stratos Wealth Partners, LTD.in group Stratos Wealth Partners, LTD.9,227$359K<0.01%-70413F-HRTimelineGroup
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC8,668$337K0.01%-18313F-HRTimelineGroup
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC8,061$314K<0.01%-5,24513F-HRTimelineGroup
LPL Financial LLC7,074$275K<0.01%-1,16913F-HRTimeline
NORTHERN TRUST CORPin group NORTHERN TRUST CORP6,548$255K<0.01%new13F-HRTimelineGroup
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…6,204$242K<0.01%-9,17213F-HRTimelineGroup
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…5,964$232K<0.01%-18013F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA4,360$170K<0.01%-44413F-HRTimelineGroup
FSA Advisors, Inc.66,176$78.7K0.05%new13F-HRTimeline
Whipplewood Advisors, LLC1,319$51.3K0.03%+8913F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY1,298$50.5K<0.01%+1,29713F-HR/ATimelineGroup
UBS Group AGin group UBS Group AG1,188$46.2K<0.01%-7,53413F-HRTimelineGroup
AdvisorNet Financial, Inc780$30.4K<0.01%013F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC586$22.8K<0.01%new13F-HRTimelineGroup
Morton Brown Family Wealth, LLC548$21.3K0.01%new13F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC425$16.5K<0.01%013F-HRTimelineGroup
Cape Investment Advisory, Inc.285$11.1K<0.01%013F-HRTimeline
CWM, LLCin group CWM, LLC210$8K<0.01%-7513F-HRTimelineGroup
IFP Advisors, Inc112$4.36K<0.01%013F-HRTimeline
Turning Point Benefit Group, Inc.62$2.41K<0.01%-95913F-HRTimeline
CoreCap Advisors, LLC45$1.75K<0.01%013F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO32$1.25K<0.01%new13F-HRTimelineGroup