Free Trial
→ Trump’s treachery (From Porter & Company) (Ad) Free SEIM Stock Alerts

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

SEI Enhanced U.S. Large Cap Momentum Factor ETF logo
$42.16 +3.16 (+8.09%)
Closing price 07/3/2025 01:04 PM Eastern
Extended Trading
$40.70 -1.47 (-3.47%)
As of 07/3/2025 04:51 PM Eastern
Extended trading is trading that happens on electronic markets outside of regular trading hours. This is a fair market value extended hours price provided by Polygon.io. Learn more.
Compare

Institutional Ownership Changes (13F Filings) for SEI Enhanced U.S. Large Cap Momentum Factor ETF (BATS:SEIM)

Number of
Institutional Buyers
(last 12 months)
26
Total
Institutional Inflows
(last 12 months)
$28.87M
Number of
Institutional Sellers
(last 12 months)
21
Total
Institutional Outflows
(last 12 months)
$64.60M
Get SEIM Insider Trade Alerts

Want to know when executives and insiders are buying or selling SEI Enhanced U.S. Large Cap Momentum Factor ETF stock? Sign up for InsiderTrades.com's daily newsletter to get the latest insider transactions delivered to your inbox daily.

Skip Chart & View Institutional Buying and Selling Data

SEIM Institutional Buying and Selling by Quarter

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

Export to Excel
Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
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%
I was wrong about Trump (Ad)

I made a mistake. A mistake I feel very foolish about. After speaking with Donald Trump and some of his advisors, I believed him. I believed the promise that he would finally confront the single most dangerous threat to American life. That he would fix the ticking time bomb I’ve been warning about for 15 years. But I was wrong.

Let me show you exactly what we’re doing to prepare.
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%
7/9/2024Lynx Investment Advisory14,902$495K0.4%N/A0.103%
5/7/2024Sei Investments Co.12,628,947$405.91M0.6%N/A87.701%
5/4/2024Csenge Advisory Group36,149$1.16M0.1%N/A0.251%
4/30/2024Perigon Wealth Management LLC32,236$1.04M0.0%N/A0.224%
4/26/2024MONECO Advisors LLC13,421$431K0.1%N/A0.093%
4/23/2024Accurate Wealth Management LLC7,312$217K0.1%N/A0.051%
4/16/2024Wealth Enhancement Advisory Services LLC54,738$1.76M0.0%N/A0.380%
1/29/2024Petra Financial Advisors Inc.18,394$513K0.4%+5.6%2.044%
4/20/2023Petra Financial Advisors Inc.12,603$321K0.3%+11.0%1.575%
2/7/2023IFP Advisors Inc4,717$120K0.0%+94,240.0%0.000%
(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, 38 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. ($420.49M), Truist Financial Corp ($9.43M), Envestnet Asset Management Inc. ($8.53M), Hart & Patterson Financial Group LLC ($8.19M), Geneos Wealth Management Inc. ($3.41M), K2 Financial Inc. ($2.90M), and Merit Financial Group LLC ($2.51M).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 30 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. ($12.63M), Geneos Wealth Management Inc. ($186.58K), K2 Financial Inc. ($87.89K), Merit Financial Group LLC ($69.69K), Wealth Enhancement Advisory Services LLC ($68.73K), Meriwether Wealth & Planning LLC ($67.61K), and Atria Wealth Solutions Inc. ($65.00K).

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

Institutional investors have bought a total of 781,391 shares in the last 24 months. This purchase volume represents approximately $28.87M in transactions.

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

Of the 21 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. ($1.52M), Envestnet Asset Management Inc. ($39.75K), Hart & Patterson Financial Group LLC ($35.36K), Truist Financial Corp ($24.20K), Cahill Financial Advisors Inc. ($14.59K), United Advisor Group LLC ($11.70K), and Exencial Wealth Advisors LLC ($7.89K).

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

Institutional investors have sold a total of 1,693,436 shares in the last 24 months. This volume of shares sold represents approximately $64.60M in transactions.


Related Companies

This page (BATS:SEIM) was last updated on 7/6/2025 by MarketBeat.com Staff
From Our Partners
INVESTOR ALERT: Tiny “$3 AI Wonder Stock” on the Verge of Blasting Off
Right now, we’re witnessing a monumental shift in the world.
Traders Agency | Sponsored
The day and month stocks are most likely to crash next
Good News for Stocks 50-year Wall Street veteran, Marc Chaikin is stepping forward to share why history giv...
Chaikin Analytics | Sponsored
140% Yields From Stocks Like Tesla? Here's How (July 4th Special)
Imagine getting a 140% dividend from your investments. Even better? It works with big names like Tesla, ...
Investors Alley | Sponsored
Elon’s NEXT Big IPO?
Cancel your internet TODAY!? Take your latest internet bill and light it on fire… then count the seconds it...
Banyan Hill Publishing | Sponsored
Presidential Bombshell: $150T Resource to Be Released as soon as this Summer?
Something extraordinary is happening in Washington. For the first time in over a century, a sitting Preside...
Paradigm Press | Sponsored
Trump's ticking time bomb
A looming tariff deadline on July 9th could be the spark — but what’s buried inside a recent White House docum...
Porter & Company | Sponsored
Buffett’s $325 Billion Cash Problem — Solved by Gold?
A bombshell announcement is just weeks away — and it could send shockwaves through the gold market. Most inves...
Golden Portfolio | Sponsored
White House to reset Social Security?
Elon Musk's parting DOGE gift looks set to shock America... A single announcement by July 22nd could soon b...
Altimetry | Sponsored