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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
$36.62 -2.39 (-6.13%)
As of 03/27/2025 04:00 PM Eastern
This is a fair market value price provided by Polygon.io. Learn more.

Institutional Ownership Changes (13F Filings) for SEI Enhanced U.S. Large Cap Momentum Factor ETF (BATS:SEIM)

Number of
Institutional Buyers
(last 12 months)
23
Total
Institutional Inflows
(last 12 months)
$426.43M
Number of
Institutional Sellers
(last 12 months)
18
Total
Institutional Outflows
(last 12 months)
$63.25M
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SEIM Institutional Buying and Selling by Quarter

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

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
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%
1/14/2025 Hart & 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%
10/10/2024 Hart & Patterson Financial Group LLC236,893$8.56M4.1%-4.2%1.634%
8/21/2024 Truist Financial Corp279,808$9.29M0.0%-2.1%1.930%
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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%
5/7/2024 Sei Investments Co.12,628,947$405.91M0.6%N/A87.701%
5/4/2024 Csenge Advisory Group36,149$1.16M0.1%N/A0.251%
4/30/2024 Perigon Wealth Management LLC32,236$1.04M0.0%N/A0.224%
4/26/2024 MONECO Advisors LLC13,421$431K0.1%N/A0.093%
4/23/2024 Accurate Wealth Management LLC7,312$217K0.1%N/A0.051%
4/16/2024 Wealth Enhancement Advisory Services LLC54,738$1.76M0.0%N/A0.380%
1/29/2024 Petra Financial Advisors Inc.18,394$513K0.4%+5.6%2.044%
4/20/2023 Petra Financial Advisors Inc.12,603$321K0.3%+11.0%1.575%
2/7/2023 IFP Advisors Inc4,717$120K0.0%+94,240.0%0.000%
(Data available from 1/1/2016 forward)

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SEIM Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of SEIM shares?

During the previous two years, 32 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. ($420.49M), Envestnet Asset Management Inc. ($9.85M), Truist Financial Corp ($9.43M), Hart & Patterson Financial Group LLC ($8.19M), K2 Financial Inc. ($3.02M), Atria Wealth Solutions Inc. ($2.51M), and Wealth Enhancement Advisory Services LLC ($2.50M).Learn more on SEIM's institutional investors.

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

Of the 23 institutional investors that purchased SEI Enhanced U.S. Large Cap Momentum Factor ETF stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Sei Investments Co. ($12.63M), K2 Financial Inc. ($77.88K), Atria Wealth Solutions Inc. ($65.00K), Wealth Enhancement Advisory Services LLC ($64.62K), Meriwether Wealth & Planning LLC ($58.32K), Csenge Advisory Group ($40.11K), and NewEdge Advisors LLC ($39.94K).

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

Institutional investors have bought a total of 13,196,258 shares in the last 24 months. This purchase volume represents approximately $426.49M in transactions.

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

Of the 18 institutional investors that sold SEI Enhanced U.S. Large Cap Momentum Factor ETF stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Sei Investments Co. ($1.52M), Hart & Patterson Financial Group LLC ($35.36K), Truist Financial Corp ($24.20K), Envestnet Asset Management Inc. ($21.29K), Cahill Financial Advisors Inc. ($14.59K), United Advisor Group LLC ($11.70K), and Exencial Wealth Advisors LLC ($7.28K).

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

Institutional investors have sold a total of 1,655,990 shares in the last 24 months. This volume of shares sold represents approximately $63.25M in transactions.



This page (BATS:SEIM) was last updated on 3/28/2025 by MarketBeat.com Staff
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