SEI QIM US LARGE CAP QUALITY SEIQ
$40.29
+1.2% 52w: $35.49 – $40.29
Latest 13F among current holders filed 32 days ago (Jun 3, 2026)
Price — last 12 months
research preview data35.4937.8940.29
Jun 20, 2025 Jul 2, 2026
Institutional holders
47
-5 QoQ
13F value
$407.6M
-0.5% QoQ
Smart-money holders
0
signal tier ≥ 2
New smart buyers
0
Q1 2026
Institutional value by quarter
Number of holders
Who owns SEIQ?
Q1 2026 filings| Fund | Type | Shares | Value | % of fund | Change |
|---|---|---|---|---|---|
| SEI INVESTMENTS CO | Diversified mechanical | 8.2M | $299.0M | 0.3% | +8.1% |
| SUMMIT WEALTH GROUP LLC / CO | Wealth advisor | 1.5M | $52.8M | 5.6% | +28.0% |
| S&T Bank/PA | Other | 218.4K | $8.0M | 3.0% | +13.7% |
| ENVESTNET ASSET MANAGEMENT INC | Wealth advisor | 160.8K | $5.9M | 0.0% | +1.0% |
| TRUIST FINANCIAL CORP | Diversified mechanical | 152.5K | $5.6M | 0.0% | +1.3% |
| Beacon Pointe Advisors, LLC | Wealth advisor | 147.8K | $5.4M | 0.0% | +5.3% |
| Merit Financial Group, LLC | Wealth advisor | 146.4K | $5.3M | 0.0% | +168.3% |
| Meriwether Wealth & Planning, LLC | Wealth advisor | 128.5K | $4.7M | 2.6% | +6.5% |
| K2 Financial Inc. | Wealth advisor | 64.1K | $2.5M | 1.8% | +7.4% |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | Wealth advisor | 48.9K | $1.8M | 0.0% | -8.0% |
| Cambridge Investment Research Advisors, Inc. | Wealth advisor | 36.9K | $1.3M | 0.0% | +21.0% |
| Csenge Advisory Group | Wealth advisor | 36.3K | $1.3M | 0.1% | +1.1% |
| NewEdge Advisors, LLC | Diversified mechanical | 30.9K | $1.1M | 0.0% | +7.6% |
| EXENCIAL WEALTH ADVISORS, LLC | Wealth advisor | 29.1K | $1.1M | 0.0% | +9.7% |
| Ameritas Advisory Services, LLC | Wealth advisor | 27.4K | $996K | 0.0% | +5.5% |
| Diversified Enterprises, LLC | Wealth advisor | 25.2K | $917K | 0.1% | +3.1% |
| United Advisor Group, LLC | Wealth advisor | 23.4K | $851K | 0.1% | +9.8% |
| OSAIC HOLDINGS, INC. | Wealth advisor | 22.8K | $832K | 0.0% | -91.4% |
| COMPASS CAPITAL CORP /MA/ /ADV | Wealth advisor | 20.9K | $819K | 0.3% | +26.1% |
| Apella Capital, LLC | Wealth advisor | 20.9K | $808K | 0.0% | +2.8% |
| Perigon Wealth Management, LLC | Wealth advisor | 20.7K | $754K | 0.0% | +11.2% |
| CAHILL FINANCIAL ADVISORS INC | Wealth advisor | 20.4K | $741K | 0.1% | -23.7% |
| WPG Advisers, LLC | Wealth advisor | 16.8K | $613K | 0.5% | -1.1% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Market maker | 15.1K | $550K | 0.0% | +143.6% |
| Stewardship Advisors, LLC | Wealth advisor | 13.2K | $481K | 0.1% | +9.9% |
| Cassady Wealth & Retirement Planning, LLC | Wealth advisor | 11.1K | $427K | 0.2% | +1.9% |
| Lynx Investment Advisory | Wealth advisor | 11.4K | $414K | 0.2% | +5.0% |
| LPL Financial LLC | Bank broker | 10.5K | $381K | 0.0% | +47.8% |
| JANE STREET GROUP, LLC | Market maker | 10.1K | $366K | 0.0% | New |
| PRINCIPAL SECURITIES, INC. | Wealth advisor | 8.7K | $317K | 0.0% | +0.6% |
| Stratos Wealth Partners, LTD. | Wealth advisor | 7.7K | $281K | 0.0% | -16.4% |
| NORTHERN TRUST CORP | Index provider | 6.5K | $238K | 0.0% | Held |
| Concurrent Investment Advisors, LLC | Wealth advisor | 6.3K | $228K | 0.0% | +5.1% |
| Accelerate Investment Advisors LLC | Wealth advisor | 5.7K | $207K | 0.1% | New |
| UBS Group AG | Bank broker | 4.9K | $177K | 0.0% | +309.7% |
| ROYAL BANK OF CANADA | Bank broker | 3.2K | $116K | 0.0% | -27.0% |
| Whipplewood Advisors, LLC | Wealth advisor | 2.9K | $106K | 0.1% | +120.7% |
| Rossby Financial, LCC | Wealth advisor | 2.2K | $79K | 0.0% | New |
| Advisory Services Network, LLC | Diversified mechanical | 2.0K | $74K | 0.0% | New |
| HARBOUR INVESTMENTS, INC. | Wealth advisor | 1.8K | $62K | 0.0% | New |
| Silver Grove Financial Group, Inc. | Wealth advisor | 1.4K | $50K | 0.0% | New |
| AdvisorNet Financial, Inc | Wealth advisor | 780 | $28K | 0.0% | Held |
| ASSETMARK, INC | Wealth advisor | 416 | $15K | 0.0% | -2.1% |
| CWM, LLC | Wealth advisor | 210 | $8K | 0.0% | Held |
| IFP Advisors, Inc | Wealth advisor | 112 | $4K | 0.0% | Held |
| JPMORGAN CHASE & CO | Bank broker | 32 | $1K | 0.0% | Held |
| MORGAN STANLEY | Bank broker | 1 | $36 | 0.0% | -99.9% |
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.