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

$56.15—

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

USBATS

$56.15—

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SEIM(SEIM)

SEIM

Overview Notebook Intelligence Chart History Fundmntls TTM Earnings Analysts News Financials Segments Insiders Institl.DCF Peers

Institutional Ownership

Top 69 Institutional Holders

Holder	Shares	Date	Change	% Held
SEI INVESTMENTS CO	13.47M	Mar 31, 26	+329.62K	80.56%
SUMMIT WEALTH GROUP LLC / CO	2.41M	Mar 31, 26	+493.85K	14.42%
Merit Financial Group, LLC	575.36K	Mar 31, 26	+481.38K	3.44%
S&T BANK/PA	366.60K	Mar 31, 26	+41.64K	2.19%
ENVESTNET ASSET MANAGEMENT INC	266.75K	Mar 31, 26	+612	1.60%
TRUIST FINANCIAL CORP	252.37K	Mar 31, 26	+1.40K	1.51%
Beacon Pointe Advisors, LLC	244.06K	Mar 31, 26	+145	1.46%
K2 Financial Inc.	104.95K	Mar 31, 26	+1.85K	0.63%
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	84.54K	Mar 31, 26	-11.01K	0.51%
Csenge Advisory Group	59.25K	Mar 31, 26	-2.91K	0.35%
Cambridge Investment Research Advisors, Inc.	58.12K	Mar 31, 26	+8.62K	0.35%
NewEdge Advisors, LLC	51.90K	Mar 31, 26	+1.21K	0.31%
EXENCIAL WEALTH ADVISORS, LLC	47.75K	Mar 31, 26	+1.56K	0.29%
Meriwether Wealth & Planning, LLC	47.66K	Mar 31, 26	+10.47K	0.29%
Ameritas Advisory Services, LLC	45.05K	Mar 31, 26	+88	0.27%
Diversified Enterprises, LLC	41.50K	Mar 31, 26	-687	0.25%
United Advisor Group, LLC	38.37K	Mar 31, 26	+1.72K	0.23%
CAHILL FINANCIAL ADVISORS INC	35.62K	Mar 31, 26	-10.97K	0.21%
ADVISOR GROUP HOLDINGS, INC.	34.78K	Mar 31, 26	-430.92K	0.21%
COMPASS CAPITAL CORP /MA/ /ADV	34.17K	Mar 31, 26	+5.94K	0.20%
Apella Capital, LLC	34.06K	Mar 31, 26	-933	0.20%
Perigon Wealth Management, LLC	33.68K	Mar 31, 26	+1.51K	0.20%
LPL Financial LLC	22.05K	Mar 31, 26	+4.64K	0.13%
Stewardship Advisors, LLC	21.99K	Mar 31, 26	+1.03K	0.13%
SUSQUEHANNA INTERNATIONAL GROUP, LLP	20.42K	Mar 31, 26	+20.42K	0.12%
Cetera Investment Advisers	20.24K	Mar 31, 26	+1.21K	0.12%
Independent Wealth Network Inc.	20.23K	Mar 31, 26	+15.37K	0.12%
Lynx Investment Advisory	18.66K	Mar 31, 26	-130	0.11%
CITADEL ADVISORS LLC	16.84K	Mar 31, 26	-671	0.10%
PRINCIPAL SECURITIES, INC.	14.65K	Mar 31, 26	-67	0.09%
Stratos Wealth Partners, LTD.	12.75K	Mar 31, 26	-3.28K	0.08%
ROYAL BANK OF CANADA	10.42K	Mar 31, 26	+537	0.06%
Concurrent Investment Advisors, LLC	10.37K	Mar 31, 26	-70	0.06%
LexAurum Advisors, LLC	8.18K	Mar 31, 26	+8.18K	0.05%
Accelerate Investment Advisors LLC	7.85K	Mar 31, 26	+7.85K	0.05%
Investmark Advisory Group LLC	6.54K	Mar 31, 26	+30	0.04%
OneAscent Financial Services LLC	6.15K	Mar 31, 26	-6	0.04%
MORGAN STANLEY	6.03K	Mar 31, 26	-365	0.04%
UBS Group AG	5.59K	Mar 31, 26	+5.36K	0.03%
JANE STREET GROUP, LLC	5.47K	Mar 31, 26	+5.47K	0.03%
Accurate Wealth Management, LLC	4.92K	Mar 31, 26	+43	0.03%
Valmark Advisers, Inc.	4.88K	Mar 31, 26	+59	0.03%
WPG Advisers, LLC	3.84K	Mar 31, 26	-535	0.02%
Rossby Financial, LCC	3.60K	Mar 31, 26	+3.60K	0.02%
Advisory Services Network, LLC	3.58K	Mar 31, 26	+3.58K	0.02%
Whipplewood Advisors, LLC	3.07K	Mar 31, 26	+2.60K	0.02%
HARBOUR INVESTMENTS, INC.	2.88K	Mar 31, 26	+2.88K	0.02%
SILVER OAK SECURITIES, INCORPORATED	2.19K	Mar 31, 26	-999	0.01%
AdvisorNet Financial, Inc	1.58K	Mar 31, 26	--	0.01%
ASSETMARK, INC	1.49K	Mar 31, 26	-20	0.01%
CWM, LLC	445	Mar 31, 26	--	0.00%
IFP Advisors, Inc	265	Mar 31, 26	+32	0.00%
JPMORGAN CHASE & CO	80	Mar 31, 26	--	0.00%
CoreCap Advisors, LLC	49	Mar 31, 26	-30	0.00%
MAI Capital Management	15	Mar 31, 26	--	0.00%
Cape Investment Advisory, Inc.	--	Mar 31, 26	-489	--
Morton Brown Family Wealth, LLC	--	Mar 31, 26	-963	--
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	--	Mar 31, 26	-193	--
CALTON & ASSOCIATES, INC.	--	Mar 31, 26	-6.10K	--
PETRA FINANCIAL ADVISORS INC	--	Mar 31, 26	-31.60K	--
Kestra Advisory Services, LLC	--	Mar 31, 26	-1.08K	--
FSA Advisors, Inc.	--	Mar 31, 26	-114.80K	--
Turning Point Benefit Group, Inc.	--	Mar 31, 26	-104	--
PARK AVENUE SECURITIES LLC	--	Mar 31, 26	-4.35K	--
Yeomans Consulting Group, Inc.	367.44K	Dec 31, 25	+367.44K	2.20%
Global Retirement Partners, LLC	66.80K	Dec 31, 25	+66.80K	0.40%
Stark Wealth Management LLC	59.29K	Dec 31, 25	+10.67K	0.35%
Binnacle Investments Inc	6.88K	Sep 30, 25	+519	0.04%
HART & PATTERSON FINANCIAL GROUP LLC	212.01K	Dec 31, 24	-24.89K	1.27%

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Holder

Date

Change

% Held

SEI INVESTMENTS CO

13.47M

Mar 31, 26

+329.62K

80.56%

SUMMIT WEALTH GROUP LLC / CO

2.41M

Mar 31, 26

+493.85K

14.42%

Merit Financial Group, LLC

575.36K

Mar 31, 26

+481.38K

3.44%

S&T BANK/PA

366.60K

Mar 31, 26

+41.64K

2.19%

ENVESTNET ASSET MANAGEMENT INC

266.75K

Mar 31, 26

+612

1.60%

TRUIST FINANCIAL CORP

252.37K

Mar 31, 26

+1.40K

1.51%

Beacon Pointe Advisors, LLC

244.06K

Mar 31, 26

+145

1.46%

K2 Financial Inc.

104.95K

Mar 31, 26

+1.85K

0.63%

WEALTH ENHANCEMENT ADVISORY SERVICES, LLC

84.54K

Mar 31, 26

-11.01K

0.51%

Csenge Advisory Group

59.25K

Mar 31, 26

-2.91K

0.35%

Cambridge Investment Research Advisors, Inc.

58.12K

Mar 31, 26

+8.62K

0.35%

NewEdge Advisors, LLC

51.90K

Mar 31, 26

+1.21K

0.31%

EXENCIAL WEALTH ADVISORS, LLC

47.75K

Mar 31, 26

+1.56K

0.29%

Meriwether Wealth & Planning, LLC

47.66K

Mar 31, 26

+10.47K

0.29%

Ameritas Advisory Services, LLC

45.05K

Mar 31, 26

+88

0.27%

Diversified Enterprises, LLC

41.50K

Mar 31, 26

-687

0.25%

United Advisor Group, LLC

38.37K

Mar 31, 26

+1.72K

0.23%

CAHILL FINANCIAL ADVISORS INC

35.62K

Mar 31, 26

-10.97K

0.21%

ADVISOR GROUP HOLDINGS, INC.

34.78K

Mar 31, 26

-430.92K

0.21%

COMPASS CAPITAL CORP /MA/ /ADV

34.17K

Mar 31, 26

+5.94K

0.20%

Apella Capital, LLC

34.06K

Mar 31, 26

-933

0.20%

Perigon Wealth Management, LLC

33.68K

Mar 31, 26

+1.51K

0.20%

LPL Financial LLC

22.05K

Mar 31, 26

+4.64K

0.13%

Stewardship Advisors, LLC

21.99K

Mar 31, 26

+1.03K

0.13%

SUSQUEHANNA INTERNATIONAL GROUP, LLP

20.42K

Mar 31, 26

+20.42K

0.12%

Cetera Investment Advisers

20.24K

Mar 31, 26

+1.21K

0.12%

Independent Wealth Network Inc.

20.23K

Mar 31, 26

+15.37K

0.12%

Lynx Investment Advisory

18.66K

Mar 31, 26

-130

0.11%

CITADEL ADVISORS LLC

16.84K

Mar 31, 26

-671

0.10%

PRINCIPAL SECURITIES, INC.

14.65K

Mar 31, 26

-67

0.09%

Stratos Wealth Partners, LTD.

12.75K

Mar 31, 26

-3.28K

0.08%

ROYAL BANK OF CANADA

10.42K

Mar 31, 26

+537

0.06%

Concurrent Investment Advisors, LLC

10.37K

Mar 31, 26

-70

0.06%

LexAurum Advisors, LLC

8.18K

Mar 31, 26

+8.18K

0.05%

Accelerate Investment Advisors LLC

7.85K

Mar 31, 26

+7.85K

0.05%

Investmark Advisory Group LLC

6.54K

Mar 31, 26

+30

0.04%

OneAscent Financial Services LLC

6.15K

Mar 31, 26

-6

0.04%

MORGAN STANLEY

6.03K

Mar 31, 26

-365

0.04%

UBS Group AG

5.59K

Mar 31, 26

+5.36K

0.03%

JANE STREET GROUP, LLC

5.47K

Mar 31, 26

+5.47K

0.03%

Accurate Wealth Management, LLC

4.92K

Mar 31, 26

+43

0.03%

Valmark Advisers, Inc.

4.88K

Mar 31, 26

+59

0.03%

WPG Advisers, LLC

3.84K

Mar 31, 26

-535

0.02%

Rossby Financial, LCC

3.60K

Mar 31, 26

+3.60K

0.02%

Advisory Services Network, LLC

3.58K

Mar 31, 26

+3.58K

0.02%

Whipplewood Advisors, LLC

3.07K

Mar 31, 26

+2.60K

0.02%

HARBOUR INVESTMENTS, INC.

2.88K

Mar 31, 26

+2.88K

0.02%

SILVER OAK SECURITIES, INCORPORATED

2.19K

Mar 31, 26

-999

0.01%

AdvisorNet Financial, Inc

1.58K

Mar 31, 26

0.01%

ASSETMARK, INC

1.49K

Mar 31, 26

-20

0.01%

CWM, LLC

445

Mar 31, 26

0.00%

IFP Advisors, Inc

265

Mar 31, 26

+32

0.00%

JPMORGAN CHASE & CO

Mar 31, 26

0.00%

CoreCap Advisors, LLC

Mar 31, 26

-30

0.00%

MAI Capital Management

Mar 31, 26

0.00%

Cape Investment Advisory, Inc.

Mar 31, 26

-489

Morton Brown Family Wealth, LLC

Mar 31, 26

-963

NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO

Mar 31, 26

-193

CALTON & ASSOCIATES, INC.

Mar 31, 26

-6.10K

PETRA FINANCIAL ADVISORS INC

Mar 31, 26

-31.60K

Kestra Advisory Services, LLC

Mar 31, 26

-1.08K

FSA Advisors, Inc.

Mar 31, 26

-114.80K

Turning Point Benefit Group, Inc.

Mar 31, 26

-104

PARK AVENUE SECURITIES LLC

Mar 31, 26

-4.35K

Yeomans Consulting Group, Inc.

367.44K

Dec 31, 25

+367.44K

2.20%

Global Retirement Partners, LLC

66.80K

Dec 31, 25

+66.80K

0.40%

Stark Wealth Management LLC

59.29K

Dec 31, 25

+10.67K

0.35%

Binnacle Investments Inc

6.88K

Sep 30, 25

+519

0.04%

HART & PATTERSON FINANCIAL GROUP LLC

212.01K

Dec 31, 24

-24.89K

1.27%