Who owns SEI QiM U.S. Large Cap Quality Active ETF?
Prices and market caps: Cboe delayed data, at least 15 minutes delayed. Not real-time. Fundamentals from company filings.
Institutional ownership of SEIQ from SEC Form 13F filings across 55 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, 55 institutions disclosed 11.8M shares of SEI QiM U.S. Large Cap Quality Active ETF worth $465.1M — about 119% of shares outstanding; the largest disclosed holder is SEI INVESTMENTS CO. Source: SEC Form 13F filings, parsed by EvidInvest.
55
13F holders
$465.1M
value, 2026 filers
119%
of shares outstanding (11.8M sh)
17
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 SEIQ's shares outstanding
| # | Manager | Shares | Value | % of fund | % of co. | Δ shares QoQ |
|---|---|---|---|---|---|---|
| 1 | SEI INVESTMENTS CO | 8.6M | $340.7M | 0.3% | 87.2% | +5.3% |
| 2 | SUMMIT WEALTH GROUP LLC / CO | 1.6M | $64.9M | 5.4% | 16.6% | +13.4% |
| 3 | S&T Bank/PA | 249,473 | $9.8M | 3.0% | 2.5% | +14.2% |
| 4 | Merit Financial Group, LLC | 197,588 | $7.8M | 0.0% | 2% | +35.0% |
| 5 | ENVESTNET ASSET MANAGEMENT INC | 162,828 | $6.4M | 0.0% | 1.6% | +1.2% |
| 6 | TRUIST FINANCIAL CORP | 153,416 | $6.0M | 0.0% | 1.5% | +0.6% |
| 7 | Beacon Pointe Advisors, LLC | 151,625 | $6.0M | 0.0% | 1.5% | +2.6% |
| 8 | K2 Financial Inc. | 66,846 | $2.7M | 1.9% | 0.7% | +4.3% |
| 9 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 53,163 | $2.2M | 0.0% | 0.5% | +8.8% |
| 10 | Global Retirement Partners, LLCNEW | 41,412 | $1.6M | 0.0% | 0.4% | new |
| 11 | Csenge Advisory Group | 36,775 | $1.4M | 0.1% | 0.4% | +1.3% |
| 12 | NewEdge Advisors, LLCNEW | 31,197 | $1.2M | 0.0% | 0.3% | new |
| 13 | GOLDMAN SACHS GROUP INCNEW | 29,099 | $1.1M | 0.0% | 0.3% | new |
| 14 | Diversified Enterprises, LLC | 27,470 | $1.1M | 0.1% | 0.3% | +9.1% |
| 15 | Savant Capital, LLCNEW | 27,089 | $1.1M | 0.0% | 0.3% | new |
| 16 | COMPASS CAPITAL CORP /MA/ /ADV | 26,085 | $1.1M | 0.4% | 0.3% | +25.1% |
| 17 | PETRA FINANCIAL ADVISORS INCNEW | 24,551 | $967,555 | 0.4% | 0.2% | new |
| 18 | United Advisor Group, LLC | 23,679 | $933,189 | 0.1% | 0.2% | +1.3% |
| 19 | Perigon Wealth Management, LLC | 21,140 | $833,127 | 0.0% | 0.2% | +2.0% |
| 20 | CAHILL FINANCIAL ADVISORS INC | 19,904 | $784,417 | 0.1% | 0.2% | -2.2% |
| 21 | Apella Capital, LLC | 17,620 | $713,488 | 0.0% | 0.2% | -15.7% |
| 22 | WPG Advisers, LLC | 16,519 | $651,014 | 0.4% | 0.2% | -1.8% |
| 23 | Stewardship Advisors, LLC | 13,560 | $534,400 | 0.1% | 0.1% | +2.6% |
| 24 | Lynx Investment Advisory | 11,789 | $464,605 | 0.2% | 0.1% | +3.6% |
| 25 | Cassady Wealth & Retirement Planning, LLC | 11,508 | $453,530 | 0.2% | 0.1% | +3.9% |
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.