Free Trial
→ Your book is inside (From Profits Run) (Ad)tc pixel 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
$51.46 +0.59 (+1.16%)
As of 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)
55
Total
Institutional Inflows
(last 12 months)
$289.43M
Number of
Institutional Sellers
(last 12 months)
24
Total
Institutional Outflows
(last 12 months)
$9.86M
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.

Subscribe Now
SMS is currently available in Australia, Belgium, Canada, France, Germany, Ireland, Italy, New Zealand, the Netherlands, Singapore, South Africa, Spain, Switzerland, the United Kingdom, and the United States. By entering your phone number and clicking the sign-up button, you agree to receive periodic text messages from MarketBeat at the phone number you submitted, including texts that may be sent using an automatic telephone dialing system. Message and data rates may apply. Message frequency will vary. Messages will consist of stock alerts, news stories, and partner advertisements/offers. Consent is not a condition of the purchase of any goods or services. Text HELP for help/customer support. Unsubscribe at any time by replying "STOP" to any text message that you receive from MarketBeat or by visiting our mailing preferences page. Read our full terms of service and privacy policy.
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
Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
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%
2/18/2026Beacon 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%
2/13/2026 Kestra 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%
2/6/2026 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%
2/4/2026Ameritas Advisory Services LLC44,963$2.07M0.1%N/A0.290%
2/2/2026 Truist Financial Corp250,968$11.58M0.0%-1.3%1.616%
2/2/2026FSA Advisors Inc.114,800$5.30M0.9%N/A0.739%
1/30/2026 Exencial 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%
1/28/2026Diversified 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%
1/21/2026Petra 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%
1/20/2026 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%
11/17/2025NewEdge Advisors LLC51,343$2.33M0.0%+18.7%0.331%
11/17/2025Turning 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%
11/6/2025 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%
11/5/2025MONECO Advisors LLC4,527$206K0.0%N/A0.029%
11/5/2025 Envestnet Asset Management Inc.268,953$12.21M0.0%+15.5%1.732%
11/3/2025Cahill 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%
10/27/2025 Exencial 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%
10/23/2025Investmark 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%
10/17/2025 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%
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%
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%
8/11/2025 United 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%
8/6/2025 Csenge 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%
8/1/2025 Envestnet Asset Management Inc.232,856$9.82M0.0%-1.6%1.499%
7/31/2025 Whipplewood Advisors LLC7,109$300K0.2%-11.0%0.046%
7/30/2025 Exencial Wealth Advisors LLC39,877$1.68M0.1%-5.2%0.257%
7/25/2025 Concurrent Investment Advisors LLC6,630$280K0.0%N/A0.043%
7/21/2025Ascent Group LLC4,841$204K0.0%N/A0.031%
7/18/2025 Lynx Investment Advisory14,157$597K0.4%+2.7%0.091%
7/18/2025 Truist Financial Corp220,692$9.30M0.0%-1.6%1.421%


SEIM Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of SEIM shares?

During the previous two years, 67 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. ($597.09M), 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.

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

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. ($15.15M), 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).

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

Institutional investors have bought a total of 6,387,407 shares in the last 24 months. This purchase volume represents approximately $289.43M in transactions.

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

Of the 24 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), Meriwether Wealth & Planning LLC ($53.10K), Osaic Holdings Inc. ($43.63K), Cahill Financial Advisors Inc. ($11.23K), Exencial Wealth Advisors LLC ($8.89K), Truist Financial Corp ($7.08K), and Calton & Associates Inc. ($5.86K).

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

Institutional investors have sold a total of 226,063 shares in the last 24 months. This volume of shares sold represents approximately $9.86M in transactions.


Related Companies

This page (BATS:SEIM) was last updated on 5/5/2026 by MarketBeat.com Staff.
From Our Partners
Your book attached
Your Download Link (Expiring) If you still haven't downloaded the free Simple Options Trading For Beginners...
Profits Run | Sponsoredtc pixel
My feud with Zohran Mamdani
Emmy-winning analyst releases his next big story Whitney Tilson shocked the nation on 60 Minutes when he ac...
Stansberry Research | Sponsoredtc pixel
Sell 99% of Your Stocks, Do THIS Instead…
Millionaire Trader Exposes: "The Single Stock Income Plan" With over 6,000 stocks on the market to choose ...
The Oxford Club | Sponsoredtc pixel
Trade this between 9:30 and 10:45 am EST
The first 75 minutes of the trading day may be the most overlooked window for consistent opportunities.If you ...
Base Camp Trading | Sponsoredtc pixel
Iran War Shock: What I Was Told In That Private Meeting
You’re Being LIED To About The Iran War Forget EVERYTHING you’ve heard about the Iran war. Especially th...
Banyan Hill Publishing | Sponsoredtc pixel
Elon Unveils AI Passive Income Stream for Millions of Americans
During Tesla's last earnings call, Elon Musk outlined a new AI-driven approach he says could generate $30,000-...
InvestorPlace | Sponsoredtc pixel
Invest in SpaceX Before IPO
SpaceX is already one of the most valuable private companies on Earth, and some analysts believe its valuation...
NXT Wave Research | Sponsoredtc pixel
URGENT: $2 Gold Stock With Major Discovery
A $2 gold stock is said to quietly control what may be the largest gold deposit in the world - worth nearly $1...
Paradigm Press | Sponsoredtc pixel