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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
$52.75 -0.41 (-0.77%)
As of 07/24/2026 04:10 PM Eastern
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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)
52
Total
Institutional Inflows
(last 12 months)
$297.32M
Number of
Institutional Sellers
(last 12 months)
23
Total
Institutional Outflows
(last 12 months)
$7.61M
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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
7/8/2026 Meriwether Wealth & Planning LLC55,153$3.10M1.5%+15.7%0.355%
7/8/2026 Apella Capital LLC27,813$1.50M0.0%-18.4%0.179%
6/3/2026NewEdge Advisors LLC51,900$2.36M0.0%+2.4%0.334%
5/19/2026Cassady Wealth & Retirement Planning LLC18,195$829K0.4%-3.1%0.117%
5/18/2026Royal Bank of Canada10,422$475K0.0%+5.4%0.067%
5/14/2026Sei Investments Co.13,469,751$613.55M0.6%+2.5%86.734%
5/13/2026Cetera Investment Advisers20,243$922K0.0%+6.3%0.130%
4/30/2026Whipplewood Advisors LLC3,070$140K0.1%+556.0%0.020%
4/30/2026WPG Advisers LLC3,838$175K0.1%-12.2%0.025%
4/29/2026 K2 Financial Inc.104,952$4.78M3.2%+1.8%0.676%
4/21/2026 Independent Wealth Network Inc.20,226$921K0.3%+316.4%0.130%
4/21/2026Silver Oak Securities Incorporated2,190$100K0.0%-31.3%0.014%
4/20/2026 Apella Capital LLC34,064$1.55M0.0%-2.7%0.219%
4/17/2026 Stewardship Advisors LLC21,986$1.00M0.2%+4.9%0.142%
2/18/2026Beacon Pointe Advisors LLC243,919$11.25M0.1%-0.8%1.571%
2/18/2026NewEdge Advisors LLC50,689$2.34M0.0%-1.3%0.326%
2/18/2026Cahill Financial Advisors Inc.46,586$2.15M0.2%-11.7%0.300%
2/17/2026Cetera Investment Advisers19,037$878K0.0%+78.3%0.123%
2/17/2026Osaic Holdings Inc.465,700$21.48M0.0%+1,140.6%2.999%
2/17/2026Royal Bank of Canada9,885$456K0.0%-3.8%0.064%
2/17/2026Silver Grove Financial Group Inc.2,341$108K0.1%N/A0.015%
2/17/2026Stark Wealth Management LLC59,286$2.74M9.7%N/A0.382%
2/13/2026Kestra Advisory Services LLC1,081$50K0.0%N/A0.007%
2/12/2026Compass Capital Corp MA ADV28,230$1.36M0.5%-1.2%0.182%
2/12/2026Principal Securities Inc.14,718$679K0.0%-2.6%0.095%
2/11/2026LPL Financial LLC17,407$803K0.0%+2.3%0.112%
2/10/2026Calton & Associates Inc.6,101$281K0.0%-49.0%0.039%
2/6/2026Global Retirement Partners LLC66,800$3.08M0.1%N/A0.430%
2/6/2026Csenge Advisory Group62,163$2.87M0.1%+5.7%0.400%
2/4/2026Summit Wealth Group LLC Co.1,917,046$88.43M11.7%N/A12.344%
2/4/2026Ameritas Advisory Services LLC44,963$2.07M0.1%N/A0.290%
2/2/2026Truist Financial Corp250,968$11.58M0.0%-1.3%1.616%
2/2/2026FSA Advisors Inc.114,800$5.30M0.9%N/A0.739%
1/30/2026Exencial Wealth Advisors LLC46,190$2.13M0.1%-11.6%0.297%
1/29/2026Concurrent Investment Advisors LLC10,442$482K0.0%-4.1%0.067%
1/28/2026Diversified Enterprises LLC42,188$1.95M0.1%+90.9%0.272%
1/28/2026WPG Advisers LLC4,373$202K0.1%-6.5%0.028%
1/28/2026 Morton Brown Family Wealth LLC963$44K0.0%N/A0.006%
1/26/2026 Merit Financial Group LLC93,983$4.34M0.0%+1.7%0.605%
1/26/2026 Independent Wealth Network Inc.4,857$224K0.1%N/A0.031%
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1/26/2026United Advisor Group LLC36,649$1.69M0.2%+8.7%0.236%
1/26/2026Valmark Advisers Inc.4,821$222K0.0%N/A0.031%
1/22/2026 K2 Financial Inc.103,099$4.84M3.7%-1.2%0.664%
1/21/2026Petra Financial Advisors Inc.31,599$1.46M0.9%+2.9%0.203%
1/21/2026 Apella Capital LLC34,997$1.61M0.0%+19.7%0.225%
1/20/2026Stratos Wealth Partners LTD.16,028$739K0.0%-8.9%0.103%
1/16/2026Perigon Wealth Management LLC32,175$1.48M0.0%+10.0%0.207%
1/15/2026 Stewardship Advisors LLC20,958$967K0.2%+2.4%0.135%
1/15/2026Silver Oak Securities Incorporated3,189$148K0.0%N/A0.021%
1/14/2026 Meriwether Wealth & Planning LLC37,192$1.72M1.0%+42.3%0.239%
1/14/2026 Accurate Wealth Management LLC4,872$230K0.0%-23.8%0.031%
1/8/2026 Wealth Enhancement Advisory Services LLC95,542$4.54M0.0%+1.4%0.615%
1/7/2026Yeomans Consulting Group Inc.367,435$16.95M5.0%N/A2.366%
1/5/2026 Park Avenue Securities LLC4,353$201K0.0%N/A0.028%
11/17/2025NewEdge Advisors LLC51,343$2.33M0.0%+18.7%0.331%
11/17/2025 Turning Point Benefit Group Inc.1,915$87K0.1%N/A0.012%
11/17/2025Susquehanna International Group LLP6,524$296K0.0%N/A0.042%
11/17/2025Larson Financial Group LLC2,248$102K0.0%N/A0.014%
11/17/2025Citadel Advisors LLC8,923$405K0.0%+51.5%0.057%
11/14/2025Binnacle Investments Inc6,876$312K0.2%+8.2%0.044%
11/13/2025Sei Investments Co.13,151,647$597.09M0.6%+22.5%84.685%
11/7/2025Petra Financial Advisors Inc.30,710$1.39M0.8%+9.0%0.198%
11/7/2025Calton & Associates Inc.11,956$543K0.1%N/A0.077%
11/6/2025Assetmark Inc.1,507$68K0.0%+23.2%0.010%
11/6/2025Lynx Investment Advisory17,071$775K0.5%+20.6%0.110%
11/6/2025Stratos Wealth Partners LTD.17,586$798K0.0%N/A0.113%
11/6/2025 LexAurum Advisors LLC6,426$292K0.0%+21.7%0.041%
11/5/2025MONECO Advisors LLC4,527$206K0.0%N/A0.029%
11/5/2025Envestnet Asset Management Inc.268,953$12.21M0.0%+15.5%1.732%
11/3/2025Cahill Financial Advisors Inc.52,757$2.40M0.3%+16.4%0.340%
11/3/2025Truist Financial Corp254,388$11.55M0.0%+15.3%1.638%
10/31/2025OneAscent Financial Services LLC6,310$286K0.0%-91.9%0.041%
10/29/2025 Stewardship Advisors LLC20,458$929K0.2%+39.2%0.132%
10/29/2025WPG Advisers LLC4,678$212K0.2%+19.1%0.030%
10/29/2025 Wealth Enhancement Advisory Services LLC94,248$4.25M0.0%+31.1%0.607%
10/28/2025Csenge Advisory Group58,809$2.67M0.1%+32.6%0.379%
10/27/2025Exencial Wealth Advisors LLC52,272$2.37M0.1%+31.1%0.337%
10/27/2025Concurrent Investment Advisors LLC10,888$494K0.0%+64.2%0.070%
10/23/2025Investmark Advisory Group LLC6,369$289K0.1%+17.9%0.041%
10/20/2025 Accurate Wealth Management LLC6,394$286K0.0%+21.6%0.041%
10/20/2025 Merit Financial Group LLC92,403$4.20M0.0%+27.8%0.595%
10/17/2025Perigon Wealth Management LLC29,258$1.33M0.0%+19.9%0.188%
10/17/2025 Apella Capital LLC29,232$1.31M0.0%N/A0.188%
10/16/2025 K2 Financial Inc.104,371$4.68M3.8%+22.9%0.672%
10/15/2025 Meriwether Wealth & Planning LLC26,145$1.19M0.7%+80.2%0.168%
10/10/2025Diversified Enterprises LLC22,098$1.00M0.1%+11.5%0.142%
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%
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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%


SEIM Institutional Ownership - Frequently Asked Questions

During the previous two years, 68 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. ($613.55M), Summit Wealth Group LLC Co. ($88.43M), Osaic Holdings Inc. ($21.48M), Yeomans Consulting Group Inc. ($16.95M), Envestnet Asset Management Inc. ($12.21M), Truist Financial Corp ($11.58M), and Beacon Pointe Advisors LLC ($11.25M).Learn more on SEI Enhanced U.S. Large Cap Momentum Factor ETF's institutional investors.

Of the 63 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. ($2.85M), Summit Wealth Group LLC Co. ($1.92M), Osaic Holdings Inc. ($428.16K), Yeomans Consulting Group Inc. ($367.44K), Geneos Wealth Management Inc. ($186.58K), S&T Bank PA ($170.42K), and FSA Advisors Inc. ($114.80K).

Institutional investors have bought a total of 6,519,243 shares in the last 24 months. This purchase volume represents approximately $297.32M in transactions.

Of the 23 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: OneAscent Financial Services LLC ($71.58K), Osaic Holdings Inc. ($43.63K), Cahill Financial Advisors Inc. ($11.23K), Exencial Wealth Advisors LLC ($8.28K), Apella Capital LLC ($7.18K), Calton & Associates Inc. ($5.86K), and Envestnet Asset Management Inc. ($3.75K).

Institutional investors have sold a total of 169,946 shares in the last 24 months. This volume of shares sold represents approximately $7.61M in transactions.


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This page (BATS:SEIM) was last updated on 7/25/2026 by MarketBeat.com Staff.
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