Who owns SEI QiM U.S. Large Cap Momentum Active ETF?
Institutional ownership of SEIM from SEC Form 13F filings across 56 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.
56
13F holders
$1.01B
value, 2026 filers
107.9%
of shares outstanding (18.0M sh)
18
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 | 12.0% | 15.9% | +10.1% |
| 3 | Merit Financial Group, LLC | 1.3M | $73.3M | 0.4% | 7.8% | +126.9% |
| 4 | ENVESTNET ASSET MANAGEMENT INC | 263,267 | $14.8M | 0.0% | 1.6% | -1.3% |
| 5 | TRUIST FINANCIAL CORP | 247,867 | $13.9M | 0.0% | 1.5% | -1.8% |
| 6 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 83,333 | $4.6M | 0.0% | 0.5% | -1.4% |
| 7 | Global Retirement Partners, LLCNEW | 64,659 | $3.6M | 0.1% | 0.4% | new |
| 8 | Cambridge Investment Research Advisors, Inc. | 59,588 | $3,346 | 0.0% | 0.4% | +2.5% |
| 9 | Csenge Advisory Group | 54,631 | $3.1M | 0.1% | 0.3% | -7.8% |
| 10 | Perigon Wealth Management, LLC | 49,916 | $2.8M | 0.0% | 0.3% | +48.2% |
| 11 | NewEdge Advisors, LLCNEW | 47,709 | $2.7M | 0.0% | 0.3% | new |
| 12 | Diversified Enterprises, LLC | 41,413 | $2.3M | 0.1% | 0.2% | -0.2% |
| 13 | Savant Capital, LLCNEW | 40,371 | $2.2M | 0.0% | 0.2% | new |
| 14 | United Advisor Group, LLC | 36,093 | $2.0M | 0.2% | 0.2% | -5.9% |
| 15 | Apella Capital, LLC | 27,813 | $1.5M | 0.0% | 0.2% | -18.4% |
| 16 | Independent Wealth Network Inc. | 22,474 | $1.3M | 0.3% | 0.1% | +11.1% |
| 17 | LPL Financial LLC | 21,269 | $1.2M | 0.0% | 0.1% | -3.5% |
| 18 | OSAIC HOLDINGS, INC. | 15,564 | $874,019 | 0.0% | 0.1% | -55.2% |
| 19 | CITADEL ADVISORS LLC | 15,241 | $855,782 | 0.0% | 0.1% | -9.5% |
| 20 | PRINCIPAL SECURITIES, INC. | 15,187 | $852,750 | 0.0% | 0.1% | +3.7% |
| 21 | Cetera Investment Advisers | 14,753 | $828,373 | 0.0% | 0.1% | -27.1% |
| 22 | Stratos Wealth Partners, LTD. | 13,725 | $770,659 | 0.0% | 0.1% | +7.7% |
| 23 | Concurrent Investment Advisors, LLC | 9,701 | $544,711 | 0.0% | 0.1% | -6.5% |
| 24 | Accelerate Investment Advisors LLC | 7,816 | $438,868 | 0.3% | 0% | -0.5% |
| 25 | ROYAL BANK OF CANADA | 7,752 | $435,000 | 0.0% | 0% | -25.6% |
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.