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SEI Enhanced U.S. Large Cap Momentum Factor ETF (SEIM) Institutional Ownership

SEI Enhanced U.S. Large Cap Momentum Factor ETF logo
$45.12 +6.11 (+15.65%)
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Institutional Ownership Changes (13F Filings) for SEI Enhanced U.S. Large Cap Momentum Factor ETF (BATS:SEIM)

Number of
Institutional Buyers
(last 12 months)
37
Total
Institutional Inflows
(last 12 months)
$43.27M
Number of
Institutional Sellers
(last 12 months)
26
Total
Institutional Outflows
(last 12 months)
$63.48M
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SEIM Institutional Buying and Selling by Quarter

SEI Enhanced U.S. Large Cap Momentum Factor ETF Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
9/4/2025Osaic Holdings Inc.12,737$537K0.0%-77.4%0.082%
8/28/2025Stark Wealth Management LLC26,804$1.13M1.6%N/A0.173%
8/18/2025Geneos Wealth Management Inc.92,534$3.90M0.1%-2.2%0.596%
8/15/2025Binnacle Investments Inc6,357$268K0.2%+66.2%0.041%
8/14/2025Sei Investments Co.10,736,531$452.65M0.5%+1.0%69.134%
8/14/2025NewEdge Advisors LLC43,268$1.82M0.0%+1.8%0.279%
8/11/2025United Advisor Group LLC28,886$1.22M0.2%+182.3%0.186%
8/8/2025Cetera Investment Advisers12,481$526K0.0%-7.6%0.080%
8/7/2025Cahill Financial Advisors Inc.45,327$1.91M0.2%-10.0%0.292%
8/6/2025S&T Bank PA180,350$7.60M2.3%+1,715.7%1.161%
8/6/2025Csenge Advisory Group44,347$1.76M0.1%+3.2%0.286%
8/4/2025Atria Investments Inc76,716$3.23M0.0%+182.0%0.494%
8/4/2025Assetmark Inc.1,223$52K0.0%+197.6%0.008%
8/1/2025Petra Financial Advisors Inc.28,183$1.19M0.8%+1.6%0.181%
8/1/2025Envestnet Asset Management Inc.232,856$9.82M0.0%-1.6%1.499%
7/31/2025Whipplewood Advisors LLC7,109$300K0.2%-11.0%0.046%
7/30/2025Exencial Wealth Advisors LLC39,877$1.68M0.1%-5.2%0.257%
7/25/2025Concurrent Investment Advisors LLC6,630$280K0.0%N/A0.043%
7/21/2025Ascent Group LLC4,841$204K0.0%N/A0.031%
7/18/2025Lynx Investment Advisory14,157$597K0.4%+2.7%0.091%
7/18/2025Truist Financial Corp220,692$9.30M0.0%-1.6%1.421%
7/17/2025K2 Financial Inc.84,926$3.58M3.2%-3.4%0.547%
7/17/2025LexAurum Advisors LLC5,282$223K0.0%N/A0.034%
7/16/2025Diversified Enterprises LLC19,814$835K0.1%+16.5%0.128%
7/15/2025Accurate Wealth Management LLC5,257$222K0.0%N/A0.034%
7/11/2025Meriwether Wealth & Planning LLC14,509$612K0.4%-78.5%0.094%
7/10/2025Wealth Enhancement Advisory Services LLC71,875$3.03M0.0%+4.6%0.466%
6/16/2025Lynx Investment Advisory13,791$497K0.3%-3.8%0.091%
5/21/2025Geneos Wealth Management Inc.94,604$3.41M0.1%+221.6%0.616%
5/16/2025NewEdge Advisors LLC42,503$1.53M0.0%-4.7%0.277%
5/15/2025Royal Bank of Canada9,440$340K0.0%+58.3%0.061%
5/15/2025Calton & Associates Inc.14,234$513K0.1%N/A0.093%
5/15/2025WPG Advisers LLC4,074$147K0.1%N/A0.027%
5/9/2025Exencial Wealth Advisors LLC42,073$1.52M0.1%-1.4%0.274%
5/8/2025Geneos Wealth Management Inc.121,395$4.38M0.1%+312.6%0.819%
5/6/2025Cetera Investment Advisers13,501$487K0.0%+7.7%0.091%
5/5/2025OneAscent Financial Services LLC27,209$981K0.1%N/A0.183%
5/5/2025Calton & Associates Inc.14,545$524K0.1%N/A0.098%
5/5/2025Csenge Advisory Group42,987$1.46M0.1%+13.4%0.290%
5/1/2025Marks Group Wealth Management Inc37,229$1.34M0.1%N/A0.251%
4/30/2025Stratos Wealth Partners LTD.27,515$992K0.0%-3.4%0.186%
4/29/2025Envestnet Asset Management Inc.236,608$8.53M0.0%-7.2%1.595%
4/25/2025K2 Financial Inc.87,885$2.90M2.8%+12.8%0.593%
4/23/2025Perigon Wealth Management LLC24,395$880K0.0%-6.2%0.164%
4/22/2025Cambridge Investment Research Advisors Inc.38,271$1.38M0.0%-14.1%0.258%
4/22/2025Petra Financial Advisors Inc.27,747$1.00M0.8%-4.4%0.187%
4/21/2025Meriwether Wealth & Planning LLC67,612$2.44M1.6%+15.9%0.456%
4/21/2025Compass Capital Corp MA ADV31,840$1.15M0.6%-15.0%0.215%
4/17/2025Stewardship Advisors LLC14,295$515K0.1%+17.1%0.096%
4/16/2025Wealth Enhancement Advisory Services LLC68,729$2.48M0.0%+6.4%0.463%
4/10/2025Whipplewood Advisors LLC7,989$288K0.1%+14.2%0.056%
4/9/2025Merit Financial Group LLC69,694$2.51M0.0%N/A0.489%
3/17/2025Wealth Enhancement Advisory Services LLC64,618$2.50M0.0%+0.8%0.463%
2/24/2025United Advisor Group LLC10,020$387K0.1%-10.1%0.073%
2/17/2025Cetera Investment Advisers12,536$484K0.0%-2.3%0.086%
2/17/2025Cahill Financial Advisors Inc.59,817$2.31M0.3%-18.5%0.413%
2/17/2025Bank of America Corp DE1,260$49K0.0%+183.8%0.009%
2/13/2025NewEdge Advisors LLC44,585$1.72M0.0%-1.0%0.307%
2/13/2025Mariner LLC7,216$279K0.0%N/A0.050%
2/13/2025Envestnet Asset Management Inc.255,070$9.85M0.0%-6.3%1.759%
2/11/2025Lynx Investment Advisory14,329$553K0.4%-7.8%0.099%
2/11/2025LPL Financial LLC14,621$565K0.0%+39.0%0.101%
2/11/2025Sei Investments Co.10,890,752$420.49M0.5%-11.0%75.109%
2/10/2025Petra Financial Advisors Inc.29,021$1.12M0.8%-7.3%0.200%
2/7/2025Meriwether Wealth & Planning LLC58,321$2.25M1.6%N/A0.402%
2/7/2025K2 Financial Inc.77,880$3.02M3.0%N/A0.537%
2/6/2025Exencial Wealth Advisors LLC42,689$1.65M0.1%-14.6%0.294%
2/5/2025Whipplewood Advisors LLC6,994$270K0.2%N/A0.048%
2/4/2025MONECO Advisors LLC5,217$201K0.0%-9.9%0.036%
2/3/2025Compass Capital Corp MA ADV37,463$1.45M0.6%N/A0.258%
2/3/2025Private Advisor Group LLC18,828$727K0.0%+78.7%0.130%
1/31/2025Atria Wealth Solutions Inc.65,002$2.51M0.0%N/A0.448%
1/31/2025Truist Financial Corp244,290$9.43M0.0%-6.9%1.685%
1/30/2025Csenge Advisory Group37,900$1.46M0.1%-9.3%0.261%
1/30/2025Principal Securities Inc.10,394$401K0.0%+11.9%0.072%
1/27/2025Stratos Wealth Partners LTD.28,470$1.10M0.0%N/A0.196%
1/22/2025Perigon Wealth Management LLC26,012$1.03M0.0%-11.4%0.179%
1/21/2025Stewardship Advisors LLC12,207$471K0.1%+11.4%0.084%
1/21/2025Geneos Wealth Management Inc.29,419$1.14M0.0%N/A0.203%
1/14/2025Accurate Wealth Management LLC6,000$234K0.0%-9.5%0.041%
1/14/2025Hart & Patterson Financial Group LLC212,007$8.19M4.0%-10.5%1.462%
1/13/2025AdvisorNet Financial Inc1,393$54K0.0%-42.1%0.010%
11/15/2024Continuum Advisory LLC2,864$112K0.0%-31.7%0.020%
11/12/2024Cahill Financial Advisors Inc.73,359$2.65M0.4%-1.4%0.506%
11/5/2024Lynx Investment Advisory15,547$562K0.4%+4.3%0.107%
10/30/2024United Advisor Group LLC11,141$402K0.1%-48.7%0.077%
10/28/2024Petra Financial Advisors Inc.31,318$1.13M0.7%+1.4%0.216%
10/24/2024Wealth Enhancement Advisory Services LLC64,086$2.32M0.0%+12.5%0.442%
10/22/2024Private Advisor Group LLC10,537$378K0.0%-4.4%0.073%
10/21/2024Stewardship Advisors LLC10,962$396K0.1%N/A0.076%
10/10/2024Hart & Patterson Financial Group LLC236,893$8.56M4.1%-4.2%1.634%
8/21/2024Truist Financial Corp279,808$9.29M0.0%-2.1%1.930%
8/16/2024NewEdge Advisors LLC39,940$1.33M0.0%N/A0.275%
8/13/2024Sei Investments Co.12,458,386$413.62M0.6%-1.4%85.920%
8/8/2024Envestnet Asset Management Inc.288,987$9.59M0.0%-1.4%1.993%
7/26/2024Cambridge Investment Research Advisors Inc.40,609$1.35M0.0%+4.3%0.280%
7/19/2024MONECO Advisors LLC10,688$355K0.1%-20.4%0.074%
7/19/2024Petra Financial Advisors Inc.30,881$1.03M0.7%+67.9%0.213%
7/16/2024Wealth Enhancement Advisory Services LLC56,988$1.89M0.0%+4.1%0.393%
7/10/2024Csenge Advisory Group40,114$1.33M0.1%+11.0%0.277%
(Data available from 1/1/2016 forward)

SEIM Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of SEIM shares?

During the previous two years, 48 institutional investors and hedge funds held shares of SEI Enhanced U.S. Large Cap Momentum Factor ETF. The most heavily invested institutionals were Sei Investments Co. ($452.65M), Envestnet Asset Management Inc. ($9.82M), Truist Financial Corp ($9.30M), Hart & Patterson Financial Group LLC ($8.19M), S&T Bank PA ($7.60M), Geneos Wealth Management Inc. ($3.90M), and K2 Financial Inc. ($3.58M).Learn more on SEI Enhanced U.S. Large Cap Momentum Factor ETF's institutional investors.

Which institutional investors have been buying SEI Enhanced U.S. Large Cap Momentum Factor ETF's stock?

Of the 40 institutional investors that purchased SEI Enhanced U.S. Large Cap Momentum Factor ETF's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Sei Investments Co. ($12.73M), Geneos Wealth Management Inc. ($186.58K), S&T Bank PA ($170.42K), K2 Financial Inc. ($87.89K), Wealth Enhancement Advisory Services LLC ($71.88K), Merit Financial Group LLC ($69.69K), and Meriwether Wealth & Planning LLC ($67.61K).

How much institutional buying is happening at SEI Enhanced U.S. Large Cap Momentum Factor ETF?

Institutional investors have bought a total of 1,108,372 shares in the last 24 months. This purchase volume represents approximately $43.27M in transactions.

Which of SEI Enhanced U.S. Large Cap Momentum Factor ETF's major shareholders have been selling company stock?

Of the 26 institutional investors that sold SEI Enhanced U.S. Large Cap Momentum Factor ETF's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Sei Investments Co. ($1.35M), Meriwether Wealth & Planning LLC ($53.10K), Osaic Holdings Inc. ($43.63K), Envestnet Asset Management Inc. ($39.40K), Hart & Patterson Financial Group LLC ($35.36K), Truist Financial Corp ($21.86K), and Cahill Financial Advisors Inc. ($19.65K).

How much institutional selling is happening at SEI Enhanced U.S. Large Cap Momentum Factor ETF?

Institutional investors have sold a total of 1,628,370 shares in the last 24 months. This volume of shares sold represents approximately $63.48M in transactions.


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This page (BATS:SEIM) was last updated on 10/2/2025 by MarketBeat.com Staff
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