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SEI Enhanced U.S. Large Cap Quality Factor ETF (SEIQ) Institutional Ownership

$37.54 +2.47 (+7.03%)
As of 07/3/2025 01:04 PM Eastern
This is a fair market value price provided by Polygon.io. Learn more.

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

Number of
Institutional Buyers
(last 12 months)
23
Total
Institutional Inflows
(last 12 months)
$16.95M
Number of
Institutional Sellers
(last 12 months)
12
Total
Institutional Outflows
(last 12 months)
$4.42M
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SEIQ Institutional Buying and Selling by Quarter

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

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
5/21/2025Geneos Wealth Management Inc.52,034$1.82M0.1%+225.8%0.625%
5/16/2025NewEdge Advisors LLC23,589$824K0.0%-5.3%0.283%
5/15/2025Calton & Associates Inc.7,792$272K0.1%N/A0.094%
5/15/2025WPG Advisers LLC16,745$585K0.5%N/A0.201%
5/8/2025Geneos Wealth Management Inc.66,686$2.33M0.1%+317.5%0.820%
5/5/2025Calton & Associates Inc.22,564$788K0.1%N/A0.278%
5/5/2025Csenge Advisory Group22,583$756K0.0%+7.0%0.278%
5/1/2025Marks Group Wealth Management Inc20,218$706K0.1%N/A0.249%
4/29/2025Envestnet Asset Management Inc.123,187$4.30M0.0%-4.4%1.515%
4/25/2025K2 Financial Inc.46,766$1.53M1.5%+7.4%0.575%
4/23/2025Perigon Wealth Management LLC13,343$466K0.0%-8.6%0.164%
4/22/2025Cambridge Investment Research Advisors Inc.21,180$740K0.0%-3.7%0.261%
4/21/2025Meriwether Wealth & Planning LLC70,444$2.46M1.6%+25.2%0.866%
4/21/2025Compass Capital Corp MA ADV15,524$506K0.3%-2.1%0.191%
4/17/2025Stewardship Advisors LLC7,859$274K0.1%+15.7%0.097%
4/16/2025Wealth Enhancement Advisory Services LLC37,822$1.32M0.0%+6.1%0.465%
4/10/2025Whipplewood Advisors LLC8,338$291K0.1%+52.6%0.104%
4/9/2025Merit Financial Group LLC35,501$1.24M0.0%N/A0.444%
3/17/2025Wealth Enhancement Advisory Services LLC35,644$1.25M0.0%+11.6%0.451%
2/17/2025Cahill Financial Advisors Inc.32,182$1.12M0.2%-10.4%0.453%
2/13/2025NewEdge Advisors LLC24,917$871K0.0%+11.5%0.351%
2/13/2025Envestnet Asset Management Inc.128,907$4.50M0.0%-3.0%1.816%
2/11/2025LPL Financial LLC7,026$245K0.0%N/A0.099%
2/11/2025Sei Investments Co.5,978,541$208.89M0.3%-1.5%84.205%
2/7/2025Meriwether Wealth & Planning LLC56,249$1.97M1.4%N/A0.792%
2/7/2025K2 Financial Inc.43,541$1.49M1.5%N/A0.613%
2/6/2025Exencial Wealth Advisors LLC23,417$818K0.0%-5.6%0.330%
2/5/2025Whipplewood Advisors LLC5,464$191K0.1%N/A0.077%
2/3/2025Compass Capital Corp MA ADV15,855$554K0.2%N/A0.223%
2/3/2025Private Advisor Group LLC10,228$357K0.0%N/A0.144%
1/31/2025Atria Wealth Solutions Inc.34,732$1.21M0.0%N/A0.489%
1/31/2025Truist Financial Corp123,573$4.32M0.0%-3.7%1.740%
1/30/2025Principal Securities Inc.5,263$184K0.0%+16.8%0.074%
1/27/2025Stratos Wealth Partners LTD.15,680$548K0.0%N/A0.221%
1/21/2025Stewardship Advisors LLC6,792$237K0.1%N/A0.096%
1/21/2025Geneos Wealth Management Inc.15,972$558K0.0%N/A0.225%
1/14/2025Hart & Patterson Financial Group LLC117,111$4.09M2.0%-2.1%1.649%
11/15/2024Continuum Advisory LLC1,462$53K0.0%-27.3%0.021%
11/5/2024Lynx Investment Advisory7,631$266K0.2%+5.5%0.107%
10/28/2024Petra Financial Advisors Inc.15,452$539K0.4%+2.5%0.218%
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10/24/2024Wealth Enhancement Advisory Services LLC31,942$1.11M0.0%+14.8%0.450%
10/22/2024My Legacy Advisors LLC7,447$260K0.1%-5.7%0.105%
10/10/2024Hart & Patterson Financial Group LLC119,583$4.17M2.0%-1.7%1.684%
8/21/2024Truist Financial Corp135,856$4.49M0.0%-1.8%1.913%
8/13/2024Sei Investments Co.6,094,389$201.42M0.3%+0.3%85.836%
8/8/2024Envestnet Asset Management Inc.140,191$4.63M0.0%-1.2%1.975%
7/24/2024My Legacy Advisors LLC7,900$261K0.1%N/A0.111%
7/19/2024Petra Financial Advisors Inc.15,074$498K0.4%+72.9%0.212%
7/16/2024Wealth Enhancement Advisory Services LLC27,833$920K0.0%+5.9%0.392%
7/16/2024Hart & Patterson Financial Group LLC121,619$4.02M2.0%+3.7%1.713%
7/10/2024Csenge Advisory Group19,786$654K0.0%+12.8%0.279%
7/9/2024Lynx Investment Advisory7,234$239K0.2%N/A0.102%
5/7/2024Sei Investments Co.6,074,886$195.45M0.3%N/A85.562%
5/4/2024Csenge Advisory Group17,543$564K0.0%N/A0.247%
4/30/2024Perigon Wealth Management LLC15,577$501K0.0%N/A0.219%
4/26/2024MONECO Advisors LLC6,495$209K0.0%N/A0.093%
4/16/2024Wealth Enhancement Advisory Services LLC26,283$846K0.0%N/A0.375%
1/29/2024Petra Financial Advisors Inc.8,718$265K0.2%+5.3%1.744%
2/7/2023IFP Advisors Inc2,333$60K0.0%+77,666.7%0.000%
(Data available from 1/1/2016 forward)

SEIQ Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of SEIQ shares?

During the previous two years, 31 institutional investors and hedge funds held shares of SEI Enhanced U.S. Large Cap Quality Factor ETF. The most heavily invested institutionals were Sei Investments Co. ($208.89M), Truist Financial Corp ($4.32M), Envestnet Asset Management Inc. ($4.30M), Hart & Patterson Financial Group LLC ($4.09M), Meriwether Wealth & Planning LLC ($2.46M), Geneos Wealth Management Inc. ($1.82M), and K2 Financial Inc. ($1.53M).Learn more on SEI Enhanced U.S. Large Cap Quality Factor ETF's institutional investors.

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

Of the 25 institutional investors that purchased SEI Enhanced U.S. Large Cap Quality 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. ($6.09M), Geneos Wealth Management Inc. ($102.75K), Meriwether Wealth & Planning LLC ($70.44K), K2 Financial Inc. ($46.77K), Wealth Enhancement Advisory Services LLC ($37.82K), Merit Financial Group LLC ($35.50K), and Atria Wealth Solutions Inc. ($34.73K).

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

Institutional investors have bought a total of 487,224 shares in the last 24 months. This purchase volume represents approximately $16.95M in transactions.

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

Of the 12 institutional investors that sold SEI Enhanced U.S. Large Cap Quality 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. ($93.19K), Envestnet Asset Management Inc. ($11.41K), Truist Financial Corp ($7.24K), Hart & Patterson Financial Group LLC ($4.51K), Cahill Financial Advisors Inc. ($3.74K), Exencial Wealth Advisors LLC ($1.39K), and NewEdge Advisors LLC ($1.33K).

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

Institutional investors have sold a total of 126,203 shares in the last 24 months. This volume of shares sold represents approximately $4.42M in transactions.



This page (BATS:SEIQ) was last updated on 7/6/2025 by MarketBeat.com Staff
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