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

$41.98 -0.30 (-0.71%)
As of 04:10 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)
38
Total
Institutional Inflows
(last 12 months)
$160.17M
Number of
Institutional Sellers
(last 12 months)
10
Total
Institutional Outflows
(last 12 months)
$1.96M
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SEIQ Institutional Buying and Selling by Quarter

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

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
6/3/2026 NewEdge Advisors LLC30,918$1.13M0.0%+7.6%0.344%
5/18/2026Royal Bank of Canada3,181$116K0.0%-27.0%0.035%
5/14/2026Sei Investments Co.8,212,136$299.01M0.3%+8.1%91.246%
4/30/2026 Whipplewood Advisors LLC2,911$106K0.1%+120.7%0.032%
4/29/2026 K2 Financial Inc.64,103$2.48M1.7%+7.4%0.712%
4/20/2026 Apella Capital LLC20,896$808K0.0%+2.8%0.232%
4/17/2026 Stewardship Advisors LLC13,222$481K0.1%+9.9%0.147%
2/18/2026Beacon Pointe Advisors LLC140,376$5.47M0.0%+0.8%1.560%
2/18/2026 Cahill Financial Advisors Inc.26,699$1.04M0.1%-10.8%0.297%
2/17/2026Osaic Holdings Inc.266,784$10.39M0.0%+1,036.5%2.964%
2/17/2026Royal Bank of Canada4,360$170K0.0%-9.2%0.048%
2/17/2026Stark Wealth Management LLC40,415$1.57M5.6%N/A0.449%
2/12/2026 Compass Capital Corp MA ADV16,529$643K0.2%N/A0.184%
2/11/2026 LPL Financial LLC7,074$275K0.0%-14.2%0.079%
2/6/2026 Global Retirement Partners LLC38,140$1.49M0.0%N/A0.424%
2/6/2026 Csenge Advisory Group35,916$1.40M0.1%+7.9%0.399%
2/4/2026 Summit Wealth Group LLC Co.1,133,245$44.12M5.9%N/A12.592%
2/4/2026Ameritas Advisory Services LLC25,937$1.01M0.0%N/A0.288%
2/2/2026 Truist Financial Corp150,517$5.86M0.0%-0.9%1.672%
2/2/2026 FSA Advisors Inc.66,176$2.58M0.4%N/A0.735%
1/30/2026Exencial Wealth Advisors LLC26,511$1.03M0.0%-10.6%0.295%
1/28/2026 Diversified Enterprises LLC24,429$951K0.1%+95.2%0.271%
1/26/2026 Merit Financial Group LLC54,561$2.12M0.0%+3.9%0.606%
1/26/2026 United Advisor Group LLC21,288$829K0.1%+11.5%0.237%
1/22/2026 K2 Financial Inc.59,670$2.33M1.8%+1.0%0.663%
1/21/2026 Petra Financial Advisors Inc.17,909$697K0.4%+5.2%0.199%
1/21/2026 Apella Capital LLC20,334$792K0.0%+22.4%0.226%
1/20/2026 Stratos Wealth Partners LTD.9,227$359K0.0%-7.1%0.103%
1/16/2026 Perigon Wealth Management LLC18,628$725K0.0%+12.4%0.207%
1/15/2026 Stewardship Advisors LLC12,032$468K0.1%+4.0%0.134%
1/14/2026 Meriwether Wealth & Planning LLC120,665$4.70M2.6%+6.0%1.341%
1/8/2026 Wealth Enhancement Advisory Services LLC53,085$2.07M0.0%-2.3%0.590%
1/7/2026Yeomans Consulting Group Inc.109,229$4.25M1.2%N/A1.214%
11/17/2025 NewEdge Advisors LLC28,514$1.10M0.0%+20.1%0.317%
11/17/2025 Turning Point Benefit Group Inc.1,021$39K0.0%N/A0.011%
11/17/2025Susquehanna International Group LLP15,376$595K0.0%+38.9%0.171%
11/17/2025Larson Financial Group LLC1,248$48K0.0%N/A0.014%
11/17/2025Citadel Advisors LLC13,306$515K0.0%N/A0.148%
11/14/2025Binnacle Investments Inc3,884$150K0.1%+14.1%0.043%
11/13/2025Sei Investments Co.7,444,963$287.97M0.3%+26.1%82.722%
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11/7/2025 Petra Financial Advisors Inc.17,018$658K0.4%+11.3%0.189%
11/7/2025 Calton & Associates Inc.6,708$259K0.0%N/A0.075%
11/6/2025 Whipplewood Advisors LLC1,230$48K0.0%-77.6%0.014%
11/6/2025 Lynx Investment Advisory9,665$374K0.2%+26.4%0.107%
11/6/2025 Stratos Wealth Partners LTD.9,931$384K0.0%N/A0.110%
11/5/2025 Envestnet Asset Management Inc.160,235$6.20M0.0%+30.4%1.780%
11/3/2025 Cahill Financial Advisors Inc.29,948$1.16M0.1%+20.9%0.333%
11/3/2025 Truist Financial Corp151,943$5.88M0.0%+30.3%1.688%
10/29/2025 Stewardship Advisors LLC11,568$447K0.1%+44.6%0.129%
10/29/2025 WPG Advisers LLC17,129$663K0.5%+2.7%0.190%
10/29/2025 Wealth Enhancement Advisory Services LLC54,334$2.10M0.0%+28.4%0.604%
10/28/2025 Csenge Advisory Group33,295$1.29M0.1%+36.5%0.370%
10/27/2025Exencial Wealth Advisors LLC29,654$1.15M0.0%+36.0%0.329%
10/27/2025 Concurrent Investment Advisors LLC6,144$238K0.0%N/A0.068%
10/21/2025 Brookwood Investment Group LLC193,889$7.50M1.0%+45.7%2.154%
10/20/2025 Merit Financial Group LLC52,526$2.03M0.0%+33.5%0.584%
10/17/2025 Perigon Wealth Management LLC16,570$641K0.0%+21.6%0.184%
10/17/2025 Apella Capital LLC16,615$628K0.0%N/A0.185%
10/16/2025 K2 Financial Inc.59,081$2.24M1.8%+25.8%0.656%
10/15/2025 Meriwether Wealth & Planning LLC113,801$4.40M2.6%+5.0%1.264%
10/10/2025 Diversified Enterprises LLC12,515$484K0.0%+15.0%0.139%
9/4/2025Osaic Holdings Inc.7,724$287K0.0%-81.5%0.086%
8/28/2025Stark Wealth Management LLC17,608$655K0.9%N/A0.196%
8/18/2025 Geneos Wealth Management Inc.50,695$1.89M0.0%-2.6%0.563%
8/15/2025Binnacle Investments Inc3,403$127K0.1%+60.1%0.038%
8/14/2025Sei Investments Co.5,905,042$219.55M0.3%+0.2%65.612%
8/11/2025 United Advisor Group LLC15,854$589K0.1%N/A0.176%
8/7/2025 Cahill Financial Advisors Inc.24,777$921K0.1%-11.7%0.275%
8/6/2025 S&T Bank PA100,793$3.75M1.1%+1,781.2%1.120%
8/1/2025 Brookwood Investment Group LLC133,051$4.95M0.8%N/A1.478%
8/1/2025 Envestnet Asset Management Inc.122,857$4.57M0.0%-0.3%1.365%
7/31/2025 Whipplewood Advisors LLC5,488$204K0.1%-34.2%0.061%
7/30/2025Exencial Wealth Advisors LLC21,806$811K0.0%-5.9%0.242%
7/18/2025 Truist Financial Corp116,615$4.34M0.0%-0.3%1.296%
7/16/2025 Diversified Enterprises LLC10,883$405K0.0%+16.2%0.121%
7/16/2025 Perigon Wealth Management LLC13,623$507K0.0%+2.1%0.151%
7/11/2025 Meriwether Wealth & Planning LLC108,344$4.03M2.5%+53.8%1.224%
7/10/2025 Wealth Enhancement Advisory Services LLC42,308$1.59M0.0%+11.9%0.478%
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%
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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%


SEIQ Institutional Ownership - Frequently Asked Questions

During the previous two years, 50 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. ($299.01M), Summit Wealth Group LLC Co. ($44.12M), Osaic Holdings Inc. ($10.39M), Brookwood Investment Group LLC ($7.50M), Envestnet Asset Management Inc. ($6.20M), Truist Financial Corp ($5.86M), and Beacon Pointe Advisors LLC ($5.47M).Learn more on SEI Enhanced U.S. Large Cap Quality Factor ETF's institutional investors.

Of the 45 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. ($2.17M), Summit Wealth Group LLC Co. ($1.13M), Osaic Holdings Inc. ($243.31K), Brookwood Investment Group LLC ($193.89K), Meriwether Wealth & Planning LLC ($120.67K), Yeomans Consulting Group Inc. ($109.23K), and Geneos Wealth Management Inc. ($102.75K).

Institutional investors have bought a total of 4,165,004 shares in the last 24 months. This purchase volume represents approximately $160.17M in transactions.

Of the 10 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: Osaic Holdings Inc. ($33.92K), Whipplewood Advisors LLC ($4.26K), Cahill Financial Advisors Inc. ($3.25K), Exencial Wealth Advisors LLC ($3.14K), Royal Bank of Canada ($1.62K), Truist Financial Corp ($1.43K), and Geneos Wealth Management Inc. ($1.34K).

Institutional investors have sold a total of 52,078 shares in the last 24 months. This volume of shares sold represents approximately $1.96M in transactions.


Related Companies

Institutional ownership data for BATS:SEIQ is compiled from quarterly 13F filings submitted to the U.S. Securities and Exchange Commission (SEC), with the most recent received on 6/3/2026. New 13F filings are added each quarter as they're published.
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