SEI QIM US LARGE CAP MOMENTU SEIM
$54.23
-1.7% 52w: $39.88 – $56.15
Latest 13F among current holders filed 32 days ago (Jun 3, 2026)
Price — last 12 months
research preview data39.8848.0156.15
Jun 20, 2025 Jul 2, 2026
Institutional holders
57
-4 QoQ
13F value
$849.5M
+1.3% QoQ
Smart-money holders
0
signal tier ≥ 2
New smart buyers
0
Q1 2026
Institutional value by quarter
Number of holders
Who owns SEIM?
Q1 2026 filings| Fund | Type | Shares | Value | % of fund | Change |
|---|---|---|---|---|---|
| SEI INVESTMENTS CO | Diversified mechanical | 13.5M | $613.5M | 0.6% | +2.5% |
| SUMMIT WEALTH GROUP LLC / CO | Wealth advisor | 2.4M | $109.8M | 11.6% | +25.8% |
| Merit Financial Group, LLC | Wealth advisor | 575.4K | $26.2M | 0.2% | +512.2% |
| S&T Bank/PA | Other | 366.6K | $16.7M | 6.2% | +12.8% |
| ENVESTNET ASSET MANAGEMENT INC | Wealth advisor | 266.8K | $12.2M | 0.0% | +0.2% |
| TRUIST FINANCIAL CORP | Diversified mechanical | 252.4K | $11.5M | 0.0% | +0.6% |
| Beacon Pointe Advisors, LLC | Wealth advisor | 244.1K | $11.1M | 0.1% | +0.1% |
| K2 Financial Inc. | Wealth advisor | 105.0K | $5.3M | 3.9% | +1.8% |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | Wealth advisor | 84.5K | $3.9M | 0.0% | -11.5% |
| Csenge Advisory Group | Wealth advisor | 59.3K | $2.7M | 0.1% | -4.7% |
| Cambridge Investment Research Advisors, Inc. | Wealth advisor | 58.1K | $2.6M | 0.0% | +17.4% |
| NewEdge Advisors, LLC | Diversified mechanical | 51.9K | $2.4M | 0.0% | +2.4% |
| EXENCIAL WEALTH ADVISORS, LLC | Wealth advisor | 47.8K | $2.2M | 0.1% | +3.4% |
| Meriwether Wealth & Planning, LLC | Wealth advisor | 47.7K | $2.2M | 1.2% | +28.1% |
| Ameritas Advisory Services, LLC | Wealth advisor | 45.1K | $2.1M | 0.1% | +0.2% |
| Diversified Enterprises, LLC | Wealth advisor | 41.5K | $1.9M | 0.1% | -1.6% |
| COMPASS CAPITAL CORP /MA/ /ADV | Wealth advisor | 34.2K | $1.8M | 0.6% | +21.0% |
| United Advisor Group, LLC | Wealth advisor | 38.4K | $1.7M | 0.2% | +4.7% |
| Apella Capital, LLC | Wealth advisor | 34.1K | $1.7M | 0.0% | -2.7% |
| CAHILL FINANCIAL ADVISORS INC | Wealth advisor | 35.6K | $1.6M | 0.2% | -23.5% |
| OSAIC HOLDINGS, INC. | Wealth advisor | 34.8K | $1.6M | 0.0% | -92.5% |
| Perigon Wealth Management, LLC | Wealth advisor | 33.7K | $1.5M | 0.0% | +4.7% |
| LPL Financial LLC | Bank broker | 22.0K | $1.0M | 0.0% | +26.6% |
| Stewardship Advisors, LLC | Wealth advisor | 22.0K | $1.0M | 0.2% | +4.9% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Market maker | 20.4K | $930K | 0.0% | New |
| Cassady Wealth & Retirement Planning, LLC | Wealth advisor | 18.2K | $925K | 0.5% | -3.1% |
| Cetera Investment Advisers | Wealth advisor | 20.2K | $922K | 0.0% | +6.3% |
| Independent Wealth Network Inc. | Wealth advisor | 20.2K | $921K | 0.3% | +316.4% |
| Lynx Investment Advisory | Wealth advisor | 18.7K | $850K | 0.4% | -0.7% |
| CITADEL ADVISORS LLC | Multistrat pod | 16.8K | $767K | 0.0% | -3.8% |
| PRINCIPAL SECURITIES, INC. | Wealth advisor | 14.7K | $667K | 0.0% | -0.5% |
| Stratos Wealth Partners, LTD. | Wealth advisor | 12.7K | $581K | 0.0% | -20.5% |
| ROYAL BANK OF CANADA | Bank broker | 10.4K | $475K | 0.0% | +5.4% |
| Concurrent Investment Advisors, LLC | Wealth advisor | 10.4K | $472K | 0.0% | -0.7% |
| LexAurum Advisors, LLC | Wealth advisor | 8.2K | $372K | 0.0% | — |
| Accelerate Investment Advisors LLC | Wealth advisor | 7.9K | $358K | 0.2% | New |
| Investmark Advisory Group LLC | Wealth advisor | 6.5K | $298K | 0.1% | +0.5% |
| OneAscent Financial Services LLC | Wealth advisor | 6.1K | $280K | 0.0% | -0.1% |
| MORGAN STANLEY | Bank broker | 6.0K | $274K | 0.0% | -5.7% |
| UBS Group AG | Bank broker | 5.6K | $255K | 0.0% | +2280.0% |
| JANE STREET GROUP, LLC | Market maker | 5.5K | $249K | 0.0% | New |
| Accurate Wealth Management, LLC | Other | 4.9K | $239K | 0.0% | +0.9% |
| Valmark Advisers, Inc. | Wealth advisor | 4.9K | $222K | 0.0% | +1.2% |
| WPG Advisers, LLC | Wealth advisor | 3.8K | $175K | 0.1% | -12.2% |
| Rossby Financial, LCC | Wealth advisor | 3.6K | $167K | 0.0% | New |
| Advisory Services Network, LLC | Diversified mechanical | 3.6K | $163K | 0.0% | New |
| Whipplewood Advisors, LLC | Wealth advisor | 3.1K | $140K | 0.1% | +556.0% |
| HARBOUR INVESTMENTS, INC. | Wealth advisor | 2.9K | $126K | 0.0% | New |
| Silver Grove Financial Group, Inc. | Wealth advisor | 2.3K | $106K | 0.1% | -0.4% |
| SILVER OAK SECURITIES, INCORPORATED | Wealth advisor | 2.2K | $100K | 0.0% | -31.3% |
Exits are not a bearish signal: our backtest shows stocks specialists exit keep outperforming for 3+ quarters — selling usually means profit-taking, not a forecast.