Skip to content
Disclosery

SEIQ SEI EXCHANGE TRADED FUNDS

Follow

QIM US LRG CAP Q (fund)

47 managers (47 13F filers) reported a position in SEIQ shares at 2026-03-31, 11,188,233 shares in all. 6 filers opened a position and 8 filers sold out during the quarter.

Managers
47
13F filers
47
New
6
Added
28
Reduced
8
Sold out
8
Shares held by filers
11,188,233

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 2026

Filers in the available 13F reports with a share position at 2026-03-31, 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 CO8,212,136$299M0.28%+613,64313F-HRTimelineGroup
SUMMIT WEALTH GROUP LLC / CO1,450,990$52.8M5.56%+317,74513F-HRTimeline
S&T Bank/PA218,418$7.95M2.97%+26,24513F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC160,842$5.86M<0.01%+1,66013F-HRTimelineGroup
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP152,525$5.55M0.01%+2,00813F-HRTimelineGroup
Beacon Pointe Advisors, LLC147,753$5.38M0.03%+7,37713F-HRTimeline
Merit Financial Group, LLC146,412$5.33M0.04%+91,85113F-HRTimeline
Meriwether Wealth & Planning, LLC128,484$4.68M2.56%+7,81913F-HRTimeline
K2 Financial Inc.64,103$2.48M1.8%+4,43313F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…48,861$1.79M<0.01%-4,22413F-HRTimeline
Cambridge Investment Research Advisors,…36,933$1.34M<0.01%+6,40013F-HRTimeline
Csenge Advisory Group36,320$1.32M0.06%+40413F-HRTimeline
NewEdge Advisors, LLC30,918$1.13M<0.01%+2,18513F-HR/ATimeline
EXENCIAL WEALTH ADVISORS, LLC29,077$1.06M0.03%+2,56613F-HRTimeline
Ameritas Advisory Services, LLCin group Ameritas Investment Partners,…27,358$996K0.04%+1,42113F-HRTimelineGroup
Diversified Enterprises, LLC25,178$917K0.05%+74913F-HRTimeline
United Advisor Group, LLC23,382$851K0.11%+2,09413F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.22,825$832K<0.01%-243,95913F-HRTimelineGroup
COMPASS CAPITAL CORP /MA/ /ADV20,851$819K0.29%+4,32213F-HRTimeline
Apella Capital, LLC20,896$808K0.01%+56213F-HRTimeline
Perigon Wealth Management, LLC20,722$754K0.01%+2,09413F-HRTimeline
CAHILL FINANCIAL ADVISORS INC20,358$741K0.08%-6,34113F-HRTimeline
WPG Advisers, LLC16,826$613K0.45%-18113F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…15,116$550K<0.01%+8,91213F-HRTimelineGroup
Stewardship Advisors, LLC13,222$481K0.11%+1,19013F-HRTimeline
Cassady Wealth & Retirement Planning, L…11,076$427K0.22%+20913F-HRTimeline
Lynx Investment Advisory11,376$414K0.2%+53913F-HRTimeline
LPL Financial LLC10,452$381K<0.01%+3,37813F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC10,051$366K<0.01%new13F-HRTimelineGroup
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC8,717$317K<0.01%+4913F-HRTimelineGroup
Stratos Wealth Partners, LTD.in group Stratos Wealth Partners, LTD.7,712$281K<0.01%-1,51513F-HRTimelineGroup
NORTHERN TRUST CORPin group NORTHERN TRUST CORP6,548$238K<0.01%013F-HRTimelineGroup
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…6,268$228K<0.01%+30413F-HRTimelineGroup
Accelerate Investment Advisors LLC5,692$207K0.14%new13F-HRTimeline
UBS Group AGin group UBS Group AG4,867$177K<0.01%+3,67913F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA3,181$116K<0.01%-1,17913F-HRTimelineGroup
Whipplewood Advisors, LLC2,911$106K0.06%+1,59213F-HRTimeline
Rossby Financial, LCC2,173$79.3K0.02%new13F-HRTimeline
Advisory Services Network, LLC2,021$73.6K<0.01%new13F-HRTimeline
HARBOUR INVESTMENTS, INC.1,751$62.5K<0.01%new13F-HRTimeline
Silver Grove Financial Group, Inc.1,380$50.2K0.04%new13F-HRTimeline
AdvisorNet Financial, Inc780$28.4K<0.01%013F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC416$15.1K<0.01%-913F-HRTimelineGroup
CWM, LLCin group CWM, LLC210$7.65K<0.01%013F-HRTimelineGroup
IFP Advisors, Inc112$4.08K<0.01%013F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO32$1.14K<0.01%013F-HR/ATimelineGroup
MORGAN STANLEYin group MORGAN STANLEY1$36<0.01%-1,29713F-HRTimelineGroup