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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
$53.85 -0.32 (-0.59%)
As of 09/23/2026 04:10 PM Eastern
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)
51
Total
Institutional Inflows
(last 12 months)
$281.75M
Number of
Institutional Sellers
(last 12 months)
20
Total
Institutional Outflows
(last 12 months)
$6.23M
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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
9/23/2026 Envestnet Asset Management Inc.263,267$14.78M0.0%-1.3%1.695%
9/9/2026 Cahill Financial Advisors Inc.32,371$1.82M0.2%-9.1%0.208%
9/9/2026 NewEdge Advisors LLC47,709$2.68M0.0%-8.1%0.307%
9/2/2026 Citadel Advisors LLC15,241$856K0.0%-9.5%0.098%
8/22/2026 K2 Financial Inc.98,882$5.38M3.8%-5.8%0.637%
8/22/2026 Concurrent Investment Advisors LLC9,701$545K0.0%-6.5%0.062%
8/21/2026 Continuum Advisory LLC2,342$132K0.0%N/A0.015%
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%
6/3/2026 NewEdge Advisors LLC51,900$2.36M0.0%+2.4%0.334%
5/19/2026 Cassady Wealth & Retirement Planning LLC18,195$829K0.4%-3.1%0.117%
5/18/2026 Royal Bank of Canada10,422$475K0.0%+5.4%0.067%
5/14/2026 Sei Investments Co.13,469,751$613.55M0.6%+2.5%86.734%
5/13/2026 Cetera Investment Advisers20,243$922K0.0%+6.3%0.130%
4/30/2026 Whipplewood Advisors LLC3,070$140K0.1%+556.0%0.020%
4/30/2026 WPG 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%
4/21/2026 Silver 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%
2/18/2026 Beacon Pointe Advisors LLC243,919$11.25M0.1%-0.8%1.571%
2/18/2026 NewEdge Advisors LLC50,689$2.34M0.0%-1.3%0.326%
2/18/2026 Cahill Financial Advisors Inc.46,586$2.15M0.2%-11.7%0.300%
2/17/2026 Cetera Investment Advisers19,037$878K0.0%+78.3%0.123%
2/17/2026 Osaic Holdings Inc.465,700$21.48M0.0%+1,140.6%2.999%
2/17/2026 Royal Bank of Canada9,885$456K0.0%-3.8%0.064%
2/17/2026 Silver Grove Financial Group Inc.2,341$108K0.1%N/A0.015%
2/17/2026Stark Wealth Management LLC59,286$2.74M9.7%N/A0.382%
2/13/2026 Kestra Advisory Services LLC1,081$50K0.0%N/A0.007%
2/12/2026 Compass Capital Corp MA ADV28,230$1.36M0.5%-1.2%0.182%
2/12/2026 Principal Securities Inc.14,718$679K0.0%-2.6%0.095%
2/11/2026 LPL Financial LLC17,407$803K0.0%+2.3%0.112%
2/10/2026 Calton & Associates Inc.6,101$281K0.0%-49.0%0.039%
2/6/2026 Global Retirement Partners LLC66,800$3.08M0.1%N/A0.430%
2/6/2026 Csenge Advisory Group62,163$2.87M0.1%+5.7%0.400%
2/4/2026 Summit Wealth Group LLC Co.1,917,046$88.43M11.7%N/A12.344%
2/4/2026 Ameritas Advisory Services LLC44,963$2.07M0.1%N/A0.290%
2/2/2026 Truist Financial Corp250,968$11.58M0.0%-1.3%1.616%
2/2/2026 FSA Advisors Inc.114,800$5.30M0.9%N/A0.739%
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1/30/2026Exencial Wealth Advisors LLC46,190$2.13M0.1%-11.6%0.297%
1/29/2026 Concurrent Investment Advisors LLC10,442$482K0.0%-4.1%0.067%
1/28/2026 Diversified Enterprises LLC42,188$1.95M0.1%+90.9%0.272%
1/28/2026 WPG 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%
1/26/2026 United Advisor Group LLC36,649$1.69M0.2%+8.7%0.236%
1/26/2026 Valmark Advisers Inc.4,821$222K0.0%N/A0.031%
1/22/2026 K2 Financial Inc.103,099$4.84M3.7%-1.2%0.664%
1/21/2026 Petra 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%
1/20/2026 Stratos Wealth Partners LTD.16,028$739K0.0%-8.9%0.103%
1/16/2026 Perigon Wealth Management LLC32,175$1.48M0.0%+10.0%0.207%
1/15/2026 Stewardship Advisors LLC20,958$967K0.2%+2.4%0.135%
1/15/2026 Silver 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%
11/17/2025 NewEdge 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%
11/17/2025 Susquehanna International Group LLP6,524$296K0.0%N/A0.042%
11/17/2025 Larson Financial Group LLC2,248$102K0.0%N/A0.014%
11/17/2025 Citadel Advisors LLC8,923$405K0.0%+51.5%0.057%
11/14/2025Binnacle Investments Inc6,876$312K0.2%+8.2%0.044%
11/13/2025 Sei Investments Co.13,151,647$597.09M0.6%+22.5%84.685%
11/7/2025 Petra Financial Advisors Inc.30,710$1.39M0.8%+9.0%0.198%
11/7/2025 Calton & Associates Inc.11,956$543K0.1%N/A0.077%
11/6/2025 Assetmark Inc.1,507$68K0.0%+23.2%0.010%
11/6/2025 Lynx Investment Advisory17,071$775K0.5%+20.6%0.110%
11/6/2025 Stratos Wealth Partners LTD.17,586$798K0.0%N/A0.113%
11/6/2025 LexAurum Advisors LLC6,426$292K0.0%+21.7%0.041%
11/5/2025 MONECO Advisors LLC4,527$206K0.0%N/A0.029%
11/5/2025 Envestnet Asset Management Inc.268,953$12.21M0.0%+15.5%1.732%
11/3/2025 Cahill Financial Advisors Inc.52,757$2.40M0.3%+16.4%0.340%
11/3/2025 Truist Financial Corp254,388$11.55M0.0%+15.3%1.638%
10/31/2025 OneAscent Financial Services LLC6,310$286K0.0%-91.9%0.041%
10/29/2025 Stewardship Advisors LLC20,458$929K0.2%+39.2%0.132%
10/29/2025 WPG 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%
10/28/2025 Csenge Advisory Group58,809$2.67M0.1%+32.6%0.379%
10/27/2025Exencial Wealth Advisors LLC52,272$2.37M0.1%+31.1%0.337%
10/27/2025 Concurrent Investment Advisors LLC10,888$494K0.0%+64.2%0.070%
10/23/2025 Investmark 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%
10/17/2025 Perigon Wealth Management LLC29,258$1.33M0.0%+19.9%0.188%
10/17/2025 Apella Capital LLC29,232$1.31M0.0%N/A0.188%
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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%
10/10/2025 Diversified Enterprises LLC22,098$1.00M0.1%+11.5%0.142%
9/4/2025 Osaic Holdings Inc.12,737$537K0.0%-77.4%0.082%
8/28/2025Stark Wealth Management LLC26,804$1.13M1.6%N/A0.173%
8/18/2025 Geneos Wealth Management Inc.92,534$3.90M0.1%-2.2%0.596%
8/15/2025Binnacle Investments Inc6,357$268K0.2%+66.2%0.041%
8/14/2025 Sei Investments Co.10,736,531$452.65M0.5%+1.0%69.134%
8/14/2025 NewEdge Advisors LLC43,268$1.82M0.0%+1.8%0.279%
8/11/2025 United Advisor Group LLC28,886$1.22M0.2%+182.3%0.186%


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. ($14.78M), 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 6,147,699 shares in the last 24 months. This purchase volume represents approximately $281.75M in transactions.

Of the 20 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), Cahill Financial Advisors Inc. ($9.42K), K2 Financial Inc. ($7.34K), Apella Capital LLC ($7.18K), Exencial Wealth Advisors LLC ($6.08K), Calton & Associates Inc. ($5.86K), and NewEdge Advisors LLC ($4.85K).

Institutional investors have sold a total of 130,605 shares in the last 24 months. This volume of shares sold represents approximately $6.23M in transactions.


Related Companies

Institutional ownership data for BATS:SEIM is compiled from quarterly 13F filings submitted to the U.S. Securities and Exchange Commission (SEC), with the most recent received on 9/23/2026. New 13F filings are added each quarter as they're published.
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