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SEI Enhanced U.S. Large Cap Quality Factor ETF (SEIQ) Institutional Ownership

$36.06 +1.69 (+4.91%)
Closing price 02/21/2025 03:55 PM Eastern
Extended Trading
$36.02 -0.04 (-0.11%)
As of 02/21/2025 04:05 PM Eastern
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Institutional Ownership Changes (13F Filings) for SEI Enhanced U.S. Large Cap Quality Factor ETF (BATS:SEIQ)

Number of
Institutional Buyers
(last 12 months)
21
Total
Institutional Inflows
(last 12 months)
$206.91M
Number of
Institutional Sellers
(last 12 months)
8
Total
Institutional Outflows
(last 12 months)
$4.09M
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SEIQ Institutional Buying and Selling by Quarter

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

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
2/17/2025 Cahill Financial Advisors Inc.32,182$1.12M0.2%-10.4%0.453%
2/13/2025 NewEdge Advisors LLC24,917$871K0.0%+11.5%0.351%
2/13/2025 Envestnet Asset Management Inc.128,907$4.50M0.0%-3.0%1.816%
2/11/2025 LPL Financial LLC7,026$245K0.0%N/A0.099%
2/11/2025 Sei Investments Co.5,978,541$208.89M0.3%-1.5%84.205%
2/7/2025 Meriwether Wealth & Planning LLC56,249$1.97M1.4%N/A0.792%
2/7/2025 K2 Financial Inc.43,541$1.49M1.5%N/A0.613%
2/6/2025 Exencial Wealth Advisors LLC23,417$818K0.0%-5.6%0.330%
2/5/2025 Whipplewood Advisors LLC5,464$191K0.1%N/A0.077%
2/3/2025 Compass Capital Corp MA ADV15,855$554K0.2%N/A0.223%
2/3/2025 Private Advisor Group LLC10,228$357K0.0%N/A0.144%
1/31/2025 Atria Wealth Solutions Inc.34,732$1.21M0.0%N/A0.489%
1/31/2025 Truist Financial Corp123,573$4.32M0.0%-3.7%1.740%
1/30/2025 Principal Securities Inc.5,263$184K0.0%+16.8%0.074%
1/27/2025 Stratos Wealth Partners LTD.15,680$548K0.0%N/A0.221%
1/21/2025 Stewardship Advisors LLC6,792$237K0.1%N/A0.096%
1/21/2025 Geneos Wealth Management Inc.15,972$558K0.0%N/A0.225%
1/14/2025 Hart & Patterson Financial Group LLC117,111$4.09M2.0%-2.1%1.649%
11/15/2024 Continuum Advisory LLC1,462$53K0.0%-27.3%0.021%
11/5/2024 Lynx Investment Advisory7,631$266K0.2%+5.5%0.107%
10/28/2024 Petra Financial Advisors Inc.15,452$539K0.4%+2.5%0.218%
10/24/2024 Wealth Enhancement Advisory Services LLC31,942$1.11M0.0%+14.8%0.450%
10/22/2024 My Legacy Advisors LLC7,447$260K0.1%-5.7%0.105%
10/10/2024 Hart & Patterson Financial Group LLC119,583$4.17M2.0%-1.7%1.684%
8/21/2024 Truist Financial Corp135,856$4.49M0.0%-1.8%1.913%
8/13/2024 Sei Investments Co.6,094,389$201.42M0.3%+0.3%85.836%
8/8/2024 Envestnet Asset Management Inc.140,191$4.63M0.0%-1.2%1.975%
7/24/2024 My Legacy Advisors LLC7,900$261K0.1%N/A0.111%
7/19/2024 Petra Financial Advisors Inc.15,074$498K0.4%+72.9%0.212%
7/16/2024 Wealth Enhancement Advisory Services LLC27,833$920K0.0%+5.9%0.392%
7/16/2024 Hart & Patterson Financial Group LLC121,619$4.02M2.0%+3.7%1.713%
7/10/2024 Csenge Advisory Group19,786$654K0.0%+12.8%0.279%
7/9/2024 Lynx Investment Advisory7,234$239K0.2%N/A0.102%
5/7/2024 Sei Investments Co.6,074,886$195.45M0.3%N/A85.562%
5/4/2024 Csenge Advisory Group17,543$564K0.0%N/A0.247%
4/30/2024 Perigon Wealth Management LLC15,577$501K0.0%N/A0.219%
4/26/2024 MONECO Advisors LLC6,495$209K0.0%N/A0.093%
4/16/2024 Wealth Enhancement Advisory Services LLC26,283$846K0.0%N/A0.375%
1/29/2024 Petra Financial Advisors Inc.8,718$265K0.2%+5.3%1.744%
2/7/2023 IFP Advisors Inc2,333$60K0.0%+77,666.7%0.000%
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(Data available from 1/1/2016 forward)

SEIQ Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of SEIQ shares?

During the previous two years, 26 institutional investors and hedge funds held shares of SEI Enhanced U.S. Large Cap Quality Factor ETF. The most heavily invested institutionals were Sei Investments Co. ($208.89M), Envestnet Asset Management Inc. ($4.50M), Truist Financial Corp ($4.32M), Hart & Patterson Financial Group LLC ($4.09M), Meriwether Wealth & Planning LLC ($1.97M), K2 Financial Inc. ($1.49M), and Atria Wealth Solutions Inc. ($1.21M).Learn more on SEIQ's institutional investors.

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

Of the 21 institutional investors that purchased SEI Enhanced U.S. Large Cap Quality Factor ETF stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Sei Investments Co. ($6.09M), Meriwether Wealth & Planning LLC ($56.25K), K2 Financial Inc. ($43.54K), Atria Wealth Solutions Inc. ($34.73K), Wealth Enhancement Advisory Services LLC ($31.94K), Csenge Advisory Group ($19.79K), and Geneos Wealth Management Inc. ($15.97K).

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

Institutional investors have bought a total of 6,410,124 shares in the last 24 months. This purchase volume represents approximately $206.92M in transactions.

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

The following institutional investors have sold SEI Enhanced U.S. Large Cap Quality Factor ETF stock in the last 24 months: Sei Investments Co. ($93.19K), Truist Financial Corp ($7.24K), Envestnet Asset Management Inc. ($5.69K), Hart & Patterson Financial Group LLC ($4.51K), Cahill Financial Advisors Inc. ($3.74K), Exencial Wealth Advisors LLC ($1.39K), and Continuum Advisory LLC ($550.00).

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

Institutional investors have sold a total of 116,757 shares in the last 24 months. This volume of shares sold represents approximately $4.09M in transactions.



This page (BATS:SEIQ) was last updated on 2/22/2025 by MarketBeat.com Staff
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