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SEI Enhanced U.S. Large Cap Momentum Factor ETF (SEIM) Institutional Ownership

SEI Enhanced U.S. Large Cap Momentum Factor ETF logo
$43.30 +4.29 (+11.00%)
Closing price 08/29/2025 03:59 PM Eastern
Extended Trading
$43.32 +0.02 (+0.05%)
As of 08/29/2025 04:10 PM Eastern
Extended trading is trading that happens on electronic markets outside of regular trading hours. This is a fair market value extended hours price provided by Polygon.io. Learn more.
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Institutional Ownership Changes (13F Filings) for SEI Enhanced U.S. Large Cap Momentum Factor ETF (BATS:SEIM)

Number of
Institutional Buyers
(last 12 months)
37
Total
Institutional Inflows
(last 12 months)
$43.27M
Number of
Institutional Sellers
(last 12 months)
25
Total
Institutional Outflows
(last 12 months)
$61.65M
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Skip Chart & View Institutional Buying and Selling Data

SEIM Institutional Buying and Selling by Quarter

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

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
8/28/2025 Stark Wealth Management LLC26,804$1.13M1.6%N/A0.173%
8/18/2025 Geneos Wealth Management Inc.92,534$3.90M0.1%-2.2%0.596%
8/15/2025 Binnacle Investments Inc6,357$268K0.2%+66.2%0.041%
8/14/2025 Sei Investments Co.10,736,531$452.65M0.5%+1.0%69.134%
8/14/2025 NewEdge Advisors LLC43,268$1.82M0.0%+1.8%0.279%
8/11/2025 United Advisor Group LLC28,886$1.22M0.2%+182.3%0.186%
8/8/2025 Cetera Investment Advisers12,481$526K0.0%-7.6%0.080%
8/7/2025 Cahill Financial Advisors Inc.45,327$1.91M0.2%-10.0%0.292%
8/6/2025 S&T Bank PA180,350$7.60M2.3%+1,715.7%1.161%
8/6/2025 Csenge Advisory Group44,347$1.76M0.1%+3.2%0.286%
8/4/2025 Atria Investments Inc76,716$3.23M0.0%+182.0%0.494%
8/4/2025 Assetmark Inc.1,223$52K0.0%+197.6%0.008%
8/1/2025 Petra Financial Advisors Inc.28,183$1.19M0.8%+1.6%0.181%
8/1/2025 Envestnet Asset Management Inc.232,856$9.82M0.0%-1.6%1.499%
7/31/2025 Whipplewood Advisors LLC7,109$300K0.2%-11.0%0.046%
7/30/2025 Exencial Wealth Advisors LLC39,877$1.68M0.1%-5.2%0.257%
7/25/2025 Concurrent Investment Advisors LLC6,630$280K0.0%N/A0.043%
7/21/2025 Ascent Group LLC4,841$204K0.0%N/A0.031%
7/18/2025 Lynx Investment Advisory14,157$597K0.4%+2.7%0.091%
7/18/2025 Truist Financial Corp220,692$9.30M0.0%-1.6%1.421%
7/17/2025 K2 Financial Inc.84,926$3.58M3.2%-3.4%0.547%
7/17/2025 LexAurum Advisors LLC5,282$223K0.0%N/A0.034%
7/16/2025 Diversified Enterprises LLC19,814$835K0.1%+16.5%0.128%
7/15/2025 Accurate Wealth Management LLC5,257$222K0.0%N/A0.034%
7/11/2025 Meriwether Wealth & Planning LLC14,509$612K0.4%-78.5%0.094%
7/10/2025 Wealth Enhancement Advisory Services LLC71,875$3.03M0.0%+4.6%0.466%
6/16/2025 Lynx Investment Advisory13,791$497K0.3%-3.8%0.091%
5/21/2025 Geneos Wealth Management Inc.94,604$3.41M0.1%+221.6%0.616%
5/16/2025 NewEdge Advisors LLC42,503$1.53M0.0%-4.7%0.277%
5/15/2025 Royal Bank of Canada9,440$340K0.0%+58.3%0.061%
5/15/2025 Calton & Associates Inc.14,234$513K0.1%N/A0.093%
5/15/2025 WPG Advisers LLC4,074$147K0.1%N/A0.027%
5/9/2025 Exencial Wealth Advisors LLC42,073$1.52M0.1%-1.4%0.274%
5/8/2025 Geneos Wealth Management Inc.121,395$4.38M0.1%+312.6%0.819%
5/6/2025 Cetera Investment Advisers13,501$487K0.0%+7.7%0.091%
5/5/2025 OneAscent Financial Services LLC27,209$981K0.1%N/A0.183%
5/5/2025 Calton & Associates Inc.14,545$524K0.1%N/A0.098%
5/5/2025 Csenge Advisory Group42,987$1.46M0.1%+13.4%0.290%
5/1/2025 Marks Group Wealth Management Inc37,229$1.34M0.1%N/A0.251%
4/30/2025 Stratos Wealth Partners LTD.27,515$992K0.0%-3.4%0.186%
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4/29/2025 Envestnet Asset Management Inc.236,608$8.53M0.0%-7.2%1.595%
4/25/2025 K2 Financial Inc.87,885$2.90M2.8%+12.8%0.593%
4/23/2025 Perigon Wealth Management LLC24,395$880K0.0%-6.2%0.164%
4/22/2025 Cambridge Investment Research Advisors Inc.38,271$1.38M0.0%-14.1%0.258%
4/22/2025 Petra Financial Advisors Inc.27,747$1.00M0.8%-4.4%0.187%
4/21/2025 Meriwether Wealth & Planning LLC67,612$2.44M1.6%+15.9%0.456%
4/21/2025 Compass Capital Corp MA ADV31,840$1.15M0.6%-15.0%0.215%
4/17/2025 Stewardship Advisors LLC14,295$515K0.1%+17.1%0.096%
4/16/2025 Wealth Enhancement Advisory Services LLC68,729$2.48M0.0%+6.4%0.463%
4/10/2025 Whipplewood Advisors LLC7,989$288K0.1%+14.2%0.056%
4/9/2025 Merit Financial Group LLC69,694$2.51M0.0%N/A0.489%
3/17/2025 Wealth Enhancement Advisory Services LLC64,618$2.50M0.0%+0.8%0.463%
2/24/2025 United Advisor Group LLC10,020$387K0.1%-10.1%0.073%
2/17/2025 Cetera Investment Advisers12,536$484K0.0%-2.3%0.086%
2/17/2025 Cahill Financial Advisors Inc.59,817$2.31M0.3%-18.5%0.413%
2/17/2025 Bank of America Corp DE1,260$49K0.0%+183.8%0.009%
2/13/2025 NewEdge Advisors LLC44,585$1.72M0.0%-1.0%0.307%
2/13/2025 Mariner LLC7,216$279K0.0%N/A0.050%
2/13/2025 Envestnet Asset Management Inc.255,070$9.85M0.0%-6.3%1.759%
2/11/2025 Lynx Investment Advisory14,329$553K0.4%-7.8%0.099%
2/11/2025 LPL Financial LLC14,621$565K0.0%+39.0%0.101%
2/11/2025 Sei Investments Co.10,890,752$420.49M0.5%-11.0%75.109%
2/10/2025 Petra Financial Advisors Inc.29,021$1.12M0.8%-7.3%0.200%
2/7/2025 Meriwether Wealth & Planning LLC58,321$2.25M1.6%N/A0.402%
2/7/2025 K2 Financial Inc.77,880$3.02M3.0%N/A0.537%
2/6/2025 Exencial Wealth Advisors LLC42,689$1.65M0.1%-14.6%0.294%
2/5/2025 Whipplewood Advisors LLC6,994$270K0.2%N/A0.048%
2/4/2025 MONECO Advisors LLC5,217$201K0.0%-9.9%0.036%
2/3/2025 Compass Capital Corp MA ADV37,463$1.45M0.6%N/A0.258%
2/3/2025 Private Advisor Group LLC18,828$727K0.0%+78.7%0.130%
1/31/2025 Atria Wealth Solutions Inc.65,002$2.51M0.0%N/A0.448%
1/31/2025 Truist Financial Corp244,290$9.43M0.0%-6.9%1.685%
1/30/2025 Csenge Advisory Group37,900$1.46M0.1%-9.3%0.261%
1/30/2025 Principal Securities Inc.10,394$401K0.0%+11.9%0.072%
1/27/2025 Stratos Wealth Partners LTD.28,470$1.10M0.0%N/A0.196%
1/22/2025 Perigon Wealth Management LLC26,012$1.03M0.0%-11.4%0.179%
1/21/2025 Stewardship Advisors LLC12,207$471K0.1%+11.4%0.084%
1/21/2025 Geneos Wealth Management Inc.29,419$1.14M0.0%N/A0.203%
1/14/2025 Accurate Wealth Management LLC6,000$234K0.0%-9.5%0.041%
1/14/2025Hart & Patterson Financial Group LLC212,007$8.19M4.0%-10.5%1.462%
1/13/2025 AdvisorNet Financial Inc1,393$54K0.0%-42.1%0.010%
11/15/2024 Continuum Advisory LLC2,864$112K0.0%-31.7%0.020%
11/12/2024 Cahill Financial Advisors Inc.73,359$2.65M0.4%-1.4%0.506%
11/5/2024 Lynx Investment Advisory15,547$562K0.4%+4.3%0.107%
10/30/2024 United Advisor Group LLC11,141$402K0.1%-48.7%0.077%
10/28/2024 Petra Financial Advisors Inc.31,318$1.13M0.7%+1.4%0.216%
10/24/2024 Wealth Enhancement Advisory Services LLC64,086$2.32M0.0%+12.5%0.442%
10/22/2024 Private Advisor Group LLC10,537$378K0.0%-4.4%0.073%
10/21/2024 Stewardship Advisors LLC10,962$396K0.1%N/A0.076%
10/10/2024Hart & Patterson Financial Group LLC236,893$8.56M4.1%-4.2%1.634%
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8/21/2024 Truist Financial Corp279,808$9.29M0.0%-2.1%1.930%
8/16/2024 NewEdge Advisors LLC39,940$1.33M0.0%N/A0.275%
8/13/2024 Sei Investments Co.12,458,386$413.62M0.6%-1.4%85.920%
8/8/2024 Envestnet Asset Management Inc.288,987$9.59M0.0%-1.4%1.993%
7/26/2024 Cambridge Investment Research Advisors Inc.40,609$1.35M0.0%+4.3%0.280%
7/19/2024 MONECO Advisors LLC10,688$355K0.1%-20.4%0.074%
7/19/2024 Petra Financial Advisors Inc.30,881$1.03M0.7%+67.9%0.213%
7/16/2024 Wealth Enhancement Advisory Services LLC56,988$1.89M0.0%+4.1%0.393%
7/10/2024 Csenge Advisory Group40,114$1.33M0.1%+11.0%0.277%
7/9/2024 Lynx Investment Advisory14,902$495K0.4%N/A0.103%
(Data available from 1/1/2016 forward)

SEIM Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of SEIM shares?

During the previous two years, 47 institutional investors and hedge funds held shares of SEI Enhanced U.S. Large Cap Momentum Factor ETF. The most heavily invested institutionals were Sei Investments Co. ($452.65M), Envestnet Asset Management Inc. ($9.82M), Truist Financial Corp ($9.30M), Hart & Patterson Financial Group LLC ($8.19M), S&T Bank PA ($7.60M), Geneos Wealth Management Inc. ($3.90M), and K2 Financial Inc. ($3.58M).Learn more on SEI Enhanced U.S. Large Cap Momentum Factor ETF's institutional investors.

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

Of the 40 institutional investors that purchased SEI Enhanced U.S. Large Cap Momentum 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. ($12.73M), Geneos Wealth Management Inc. ($186.58K), S&T Bank PA ($170.42K), K2 Financial Inc. ($87.89K), Wealth Enhancement Advisory Services LLC ($71.88K), Merit Financial Group LLC ($69.69K), and Meriwether Wealth & Planning LLC ($67.61K).

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

Institutional investors have bought a total of 1,108,372 shares in the last 24 months. This purchase volume represents approximately $43.27M in transactions.

Which of SEI Enhanced U.S. Large Cap Momentum Factor ETF's major shareholders have been selling company stock?

Of the 25 institutional investors that sold SEI Enhanced U.S. Large Cap Momentum Factor ETF's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Sei Investments Co. ($1.35M), Meriwether Wealth & Planning LLC ($53.10K), Envestnet Asset Management Inc. ($39.40K), Hart & Patterson Financial Group LLC ($35.36K), Truist Financial Corp ($21.86K), Cahill Financial Advisors Inc. ($19.65K), and United Advisor Group LLC ($11.70K).

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

Institutional investors have sold a total of 1,584,737 shares in the last 24 months. This volume of shares sold represents approximately $61.65M in transactions.


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This page (BATS:SEIM) was last updated on 9/1/2025 by MarketBeat.com Staff
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