Who Owns SEI Enhanced U.S. Large Cap Momentum Factor ETF (SEIM)?Hedge Fund & Institutional Holders

$45.99-0.35 (-0.76%)Financial ServicesBATS

Institutional Holders

50

as of Q4 2025

Total Institutional Value

$2.8670000006060004e+260T

% of Float Held

—

QoQ Change in Holders

+12 / -7

Price History

$32.02$36.22$40.42$44.62$48.82Aug 24May 25Mar 26

SEIM — Biggest New Institutional Buyers This Quarter

FundActionShares AddedValue Added
Csenge Advisory GroupNew Position+62K+$2.9T
SUMMIT WEALTH GROUP LLC / CONew Position+1.9M+$88.4B
OSAIC HOLDINGS, INC.Increased+428K+$19.3B
Yeomans Consulting Group, Inc.New Position+367K+$16.9B
K2 Financial Inc.New Position+103K+$4.8B
Stewardship Advisors, LLCNew Position+21K+$966.0M
Diversified Enterprises, LLCIncreased+20K+$942.8M
Lynx Investment AdvisoryNew Position+19K+$866.0M
Meriwether Wealth & Planning, LLCIncreased+11K+$528.0M
Investmark Advisory Group LLCNew Position+7K+$300.0M
Accurate Wealth Management, LLCNew Position+5K+$230.0M
Independent Wealth Network Inc.New Position+5K+$224.0M
Valmark Advisers, Inc.New Position+5K+$222.0M
WPG Advisers, LLCNew Position+4K+$201.0M
FSA Advisors, Inc.New Position+115K+$161.0M

SEIM — Institutions Reducing or Closing Positions

FundActionShares SoldValue Sold
Beacon Pointe Advisors, LLCDecreased-2K-$11.2B
NewEdge Advisors, LLCDecreased-654-$2.3B
ROYAL BANK OF CANADADecreased-387-$466.0M
UBS Group AGDecreased-9K-$429.1M
Binnacle Investments IncClosed Position-7K-$312.2M
SUSQUEHANNA INTERNATIONAL GROUP, LLPClosed Position-7K-$296.2M
Larson Financial Group LLCClosed Position-2K-$102.1M
Turning Point Benefit Group, Inc.Decreased-2K-$82.6M
Stratos Wealth Partners, LTD.Decreased-2K-$59.4M
WELLS FARGO & COMPANY/MNClosed Position-901-$40.9M
HARBOUR INVESTMENTS, INC.Closed Position-704-$32.0M
Johnson Financial Group, Inc.Closed Position-107-$4.9M
PRINCIPAL SECURITIES, INC.Decreased-389-$685K
CALTON & ASSOCIATES, INC.Decreased-6K-$261K
EverSource Wealth Advisors, LLCClosed Position-1-$45K

Top Institutional Holders(Q4 2025)

#FundSharesValue% of PortfolioType
1Csenge Advisory Group62,163$2.9T0.13%Share
2SEI INVESTMENTS CO13,140,133$606.0B0.60%Share
3SUMMIT WEALTH GROUP LLC / CO1,917,046$88.4B11.73%Share
4OSAIC HOLDINGS, INC.465,700$21.0B0.03%Share
5Yeomans Consulting Group, Inc.367,435$16.9B4.97%Share
6S&T BANK/PA318,624$14.0B4.43%Share
7K2 Financial Inc.103,099$4.8B3.74%Share
8Diversified Enterprises, LLC42,188$1.9B0.12%Share
9Meriwether Wealth & Planning, LLC37,192$1.7B0.97%Share
10United Advisor Group, LLC36,649$1.7B0.21%Share
11PETRA FINANCIAL ADVISORS INC31,599$1.5B0.86%Share
12COMPASS CAPITAL CORP /MA/ /ADV28,230$1.4B0.52%Share
13Stewardship Advisors, LLC20,958$966.0M0.22%Share
14Lynx Investment Advisory17,733$818.0M0.45%Share
15Stratos Wealth Partners, LTD.16,028$739.0M0.01%Share
16Investmark Advisory Group LLC6,512$300.0M0.13%Share
17Accurate Wealth Management, LLC4,872$230.0M0.03%Share
18Independent Wealth Network Inc.4,857$224.0M0.07%Share
19Valmark Advisers, Inc.4,821$222.0M0.00%Share
20WPG Advisers, LLC4,373$201.0M0.15%Share
21FSA Advisors, Inc.114,800$161.0M0.11%Share
22SILVER OAK SECURITIES, INCORPORATED3,189$148.0M0.01%Share
23AdvisorNet Financial, Inc1,577$72.0M0.00%Share
24ASSETMARK, INC1,507$69.0M0.00%Share
25Lynx Investment Advisory1,055$48.0M0.03%Share
26Morton Brown Family Wealth, LLC963$44.0M0.01%Share
27Whipplewood Advisors, LLC468$21.0M0.01%Share
28ENVESTNET ASSET MANAGEMENT INC266,142$12.0M0.00%Share
29TRUIST FINANCIAL CORP250,968$11.6M0.02%Share
30Beacon Pointe Advisors, LLC243,919$11.0M0.08%Share
31UBS Group AG235$10.0M0.00%Share
32WEALTH ENHANCEMENT ADVISORY SERVICES, LLC95,542$4.5M0.01%Share
33Merit Financial Group, LLC93,983$4.3M0.03%Share
34Turning Point Benefit Group, Inc.104$4.0M0.00%Share
35CoreCap Advisors, LLC79$3.0M0.00%Share
36Global Retirement Partners, LLC66,800$3.0M0.05%Share
37Stark Wealth Management LLC59,286$2.7M10.27%Share
38Stark Wealth Management LLC48,620$2.2M10.10%Share
39EXENCIAL WEALTH ADVISORS, LLC46,190$2.1M0.07%Share
40Ameritas Advisory Services, LLC44,963$2.1M0.08%Share
41Cambridge Investment Research Advisors, Inc.49,499$2.0M0.01%Share
42NewEdge Advisors, LLC50,689$2.0M0.01%Share
43CAHILL FINANCIAL ADVISORS INC39,293$1.8M0.20%Share
44Apella Capital, LLC34,997$1.6M0.03%Share
45Stark Wealth Management LLC40,244$1.6M1.14%Share
46Perigon Wealth Management, LLC32,175$1.5M0.03%Share
47Concurrent Investment Advisors, LLC10,442$481K0.01%Share
48CAHILL FINANCIAL ADVISORS INC7,293$336K0.04%Share
49CALTON & ASSOCIATES, INC.6,101$281K0.04%Share
50PARK AVENUE SECURITIES LLC4,353$201K0.00%Share

SEIM Institutional Ownership History

QuarterHoldersTotal ValueChange
Q4 202561$3.6T+27
Q3 202534$637.2B-15
Q2 202549$512.8B+0
Q1 202549$432.6B+5
Q4 202444$4.4T+16
Q3 202428$13.9T-3
Q2 202431$13.4T+9
Q1 202422$590.3T—

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As of Q4 2025, 50 institutional investors hold SEIM (SEI Enhanced U.S. Large Cap Momentum Factor ETF). The largest holder is Csenge Advisory Group with $2.9T in shares. This quarter, 12 institutions opened new positions and 7 closed their positions.

Frequently Asked Questions

How many hedge funds own SEIM?

As of Q4 2025, 50 institutional investors report holding SEIM (SEI Enhanced U.S. Large Cap Momentum Factor ETF) in their 13F filings.

Who is the largest institutional holder of SEIM?

The largest institutional holder of SEIM is Csenge Advisory Group with $2.9T in shares.

Is institutional ownership of SEIM increasing or decreasing?

This quarter, 12 institutions opened new positions in SEIM and 7 closed their positions.