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

$35.24 +0.42 (+1.21%)
As of 05/2/2025 04:00 PM Eastern
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Institutional Ownership Changes (13F Filings) for SEI Enhanced U.S. Large Cap Quality Factor ETF (BATS:SEIQ)

Number of
Institutional Buyers
(last 12 months)
21
Total
Institutional Inflows
(last 12 months)
$208.24M
Number of
Institutional Sellers
(last 12 months)
11
Total
Institutional Outflows
(last 12 months)
$4.37M
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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
5/1/2025 Marks Group Wealth Management Inc20,218$706K0.1%N/A0.249%
4/29/2025 Envestnet Asset Management Inc.123,187$4.30M0.0%-4.4%1.515%
4/25/2025 K2 Financial Inc.46,766$1.53M1.5%+7.4%0.575%
4/23/2025 Perigon Wealth Management LLC13,343$466K0.0%-8.6%0.164%
4/22/2025 Cambridge Investment Research Advisors Inc.21,180$740K0.0%-3.7%0.261%
4/21/2025 Meriwether Wealth & Planning LLC70,444$2.46M1.6%+25.2%0.866%
4/21/2025 Compass Capital Corp MA ADV15,524$506K0.3%-2.1%0.191%
4/17/2025 Stewardship Advisors LLC7,859$274K0.1%+15.7%0.097%
4/16/2025 Wealth Enhancement Advisory Services LLC37,822$1.32M0.0%+6.1%0.465%
4/10/2025 Whipplewood Advisors LLC8,338$291K0.1%+52.6%0.104%
4/9/2025 Merit Financial Group LLC35,501$1.24M0.0%N/A0.444%
3/17/2025 Wealth 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%
2/13/2025 Envestnet 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%
2/7/2025 Meriwether Wealth & Planning LLC56,249$1.97M1.4%N/A0.792%
2/7/2025 K2 Financial Inc.43,541$1.49M1.5%N/A0.613%
2/6/2025Exencial Wealth Advisors LLC23,417$818K0.0%-5.6%0.330%
2/5/2025 Whipplewood Advisors LLC5,464$191K0.1%N/A0.077%
2/3/2025 Compass 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%
1/31/2025 Truist Financial Corp123,573$4.32M0.0%-3.7%1.740%
1/30/2025 Principal Securities Inc.5,263$184K0.0%+16.8%0.074%
1/27/2025 Stratos Wealth Partners LTD.15,680$548K0.0%N/A0.221%
1/21/2025 Stewardship 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%
11/15/2024 Continuum Advisory LLC1,462$53K0.0%-27.3%0.021%
11/5/2024Lynx Investment Advisory7,631$266K0.2%+5.5%0.107%
10/28/2024 Petra Financial Advisors Inc.15,452$539K0.4%+2.5%0.218%
10/24/2024 Wealth Enhancement Advisory Services LLC31,942$1.11M0.0%+14.8%0.450%
10/22/2024 My 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%
8/21/2024 Truist 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%
8/8/2024 Envestnet Asset Management Inc.140,191$4.63M0.0%-1.2%1.975%
7/24/2024 My Legacy Advisors LLC7,900$261K0.1%N/A0.111%
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7/19/2024 Petra Financial Advisors Inc.15,074$498K0.4%+72.9%0.212%
7/16/2024 Wealth 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%
4/30/2024 Perigon Wealth Management LLC15,577$501K0.0%N/A0.219%
4/26/2024MONECO Advisors LLC6,495$209K0.0%N/A0.093%
4/16/2024 Wealth Enhancement Advisory Services LLC26,283$846K0.0%N/A0.375%
1/29/2024 Petra 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, 29 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), K2 Financial Inc. ($1.53M), and Wealth Enhancement Advisory Services LLC ($1.32M).Learn more on SEIQ's institutional investors.

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

Of the 23 institutional investors that purchased SEI Enhanced U.S. Large Cap Quality Factor ETF stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Sei Investments Co. ($6.09M), Meriwether Wealth & Planning LLC ($70.44K), K2 Financial Inc. ($46.77K), Wealth Enhancement Advisory Services LLC ($37.82K), Merit Financial Group LLC ($35.50K), Atria Wealth Solutions Inc. ($34.73K), and Marks Group Wealth Management Inc ($20.22K).

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

Institutional investors have bought a total of 6,493,084 shares in the last 24 months. This purchase volume represents approximately $209.81M in transactions.

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

Of the 11 institutional investors that sold SEI Enhanced U.S. Large Cap Quality Factor ETF 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 Perigon Wealth Management LLC ($1.26K).

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

Institutional investors have sold a total of 124,875 shares in the last 24 months. This volume of shares sold represents approximately $4.37M in transactions.



This page (BATS:SEIQ) was last updated on 5/4/2025 by MarketBeat.com Staff
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