Who owns SEI QiM U.S. Large Cap Momentum Active ETF?
Prices and market caps: Cboe delayed data, at least 15 minutes delayed. Not real-time. Fundamentals from company filings.
Institutional ownership of SEIM from SEC Form 13F filings across 71 reporting managers. All positions are from one synchronized reporting period — 2026-06-30 books, filed up to 45 days after quarter end — so every row is comparable.
As of the 2026-06-30 reporting period, 71 institutions disclosed 18.3M shares of SEI QiM U.S. Large Cap Momentum Active ETF worth $1.03B — about 109.4% of shares outstanding; the largest disclosed holder is SEI INVESTMENTS CO. Source: SEC Form 13F filings, parsed by EvidInvest.
71
13F holders
$1.03B
value, 2026 filers
109.4%
of shares outstanding (18.3M sh)
22
new positions (2026 filers)
Top institutional holders
ordered by shares owned · positions as of 2026-06-30 · % of fund = share of the manager's own book · % of co. = share of SEIM's shares outstanding
| # | Manager | Shares | Value | % of fund | % of co. | Δ shares QoQ |
|---|---|---|---|---|---|---|
| 1 | SEI INVESTMENTS CO | 12.8M | $721.0M | 0.6% | 76.8% | -4.7% |
| 2 | SUMMIT WEALTH GROUP LLC / CO | 2.7M | $149.0M | 12.3% | 15.9% | +10.1% |
| 3 | Merit Financial Group, LLC | 652,788 | $36.7M | 0.2% | 3.9% | +13.5% |
| 4 | S&T Bank/PA | 400,776 | $22.5M | 6.8% | 2.4% | +9.3% |
| 5 | ENVESTNET ASSET MANAGEMENT INC | 263,267 | $14.8M | 0.0% | 1.6% | -1.3% |
| 6 | TRUIST FINANCIAL CORP | 247,867 | $13.9M | 0.0% | 1.5% | -1.8% |
| 7 | Beacon Pointe Advisors, LLC | 227,454 | $12.8M | 0.1% | 1.4% | -6.8% |
| 8 | K2 Financial Inc. | 98,882 | $5.4M | 3.8% | 0.6% | -5.8% |
| 9 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 83,333 | $4.6M | 0.0% | 0.5% | -1.4% |
| 10 | Global Retirement Partners, LLCNEW | 64,659 | $3.6M | 0.1% | 0.4% | new |
| 11 | Meriwether Wealth & Planning, LLC | 55,153 | $3.1M | 1.5% | 0.3% | +15.7% |
| 12 | Csenge Advisory Group | 54,631 | $3.1M | 0.1% | 0.3% | -7.8% |
| 13 | Perigon Wealth Management, LLC | 49,916 | $2.8M | 0.0% | 0.3% | +48.2% |
| 14 | NewEdge Advisors, LLCNEW | 47,709 | $2.7M | 0.0% | 0.3% | new |
| 15 | Diversified Enterprises, LLC | 41,413 | $2.3M | 0.1% | 0.2% | -0.2% |
| 16 | Savant Capital, LLCNEW | 40,371 | $2.2M | 0.0% | 0.2% | new |
| 17 | PETRA FINANCIAL ADVISORS INCNEW | 38,729 | $2.2M | 1.0% | 0.2% | new |
| 18 | COMPASS CAPITAL CORP /MA/ /ADV | 38,579 | $2.1M | 0.7% | 0.2% | +12.9% |
| 19 | United Advisor Group, LLC | 36,093 | $2.0M | 0.2% | 0.2% | -5.9% |
| 20 | CAHILL FINANCIAL ADVISORS INC | 32,371 | $1.8M | 0.2% | 0.2% | -9.1% |
| 21 | Apella Capital, LLC | 27,813 | $1.5M | 0.0% | 0.2% | -18.4% |
| 22 | Independent Wealth Network Inc. | 22,474 | $1.3M | 0.3% | 0.1% | +11.1% |
| 23 | LPL Financial LLC | 21,269 | $1.2M | 0.0% | 0.1% | -3.5% |
| 24 | Stewardship Advisors, LLC | 20,915 | $1.2M | 0.2% | 0.1% | -4.9% |
| 25 | Lynx Investment Advisory | 17,665 | $991,890 | 0.3% | 0.1% | -5.3% |
Source: SEC Form 13F-HR filings (institutional managers over $100M in US-listed positions). 13Fs disclose long positions only, up to 45 days after quarter end; each manager's latest filed quarter is shown per row and dollar values are the manager's filed marks. Aggregates labeled "2026 filers" count only managers whose latest book is a 2026 quarter. Related: valuation · options positioning · supply chain. Research, not investment advice.