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

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

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$40.12—

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SEIQ(SEIQ)

SEIQ

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

Institutional Ownership

Top 50 Institutional Holders

Holder	Shares	Date	Change	% Held
Meriwether Wealth & Planning, LLC	--	Jun 30, 26	-128.48K	--
SEI INVESTMENTS CO	8.21M	Mar 31, 26	+613.64K	82.84%
SUMMIT WEALTH GROUP LLC / CO	1.45M	Mar 31, 26	+317.75K	14.64%
S&T BANK/PA	218.42K	Mar 31, 26	+26.25K	2.20%
ENVESTNET ASSET MANAGEMENT INC	160.84K	Mar 31, 26	+1.66K	1.62%
TRUIST FINANCIAL CORP	152.53K	Mar 31, 26	+2.01K	1.54%
Beacon Pointe Advisors, LLC	147.75K	Mar 31, 26	+7.38K	1.49%
Cambridge Investment Research Advisors, Inc.	36.93K	Mar 31, 26	+6.40K	0.37%
Csenge Advisory Group	36.32K	Mar 31, 26	+404	0.37%
NewEdge Advisors, LLC	30.92K	Mar 31, 26	+2.19K	0.31%
EXENCIAL WEALTH ADVISORS, LLC	29.08K	Mar 31, 26	+2.57K	0.29%
Ameritas Advisory Services, LLC	27.36K	Mar 31, 26	+1.42K	0.28%
Diversified Enterprises, LLC	25.18K	Mar 31, 26	+749	0.25%
United Advisor Group, LLC	23.38K	Mar 31, 26	+2.09K	0.24%
ADVISOR GROUP HOLDINGS, INC.	22.82K	Mar 31, 26	-243.96K	0.23%
COMPASS CAPITAL CORP /MA/ /ADV	20.85K	Mar 31, 26	+4.32K	0.21%
Perigon Wealth Management, LLC	20.72K	Mar 31, 26	+2.09K	0.21%
CAHILL FINANCIAL ADVISORS INC	20.36K	Mar 31, 26	-6.34K	0.21%
WPG Advisers, LLC	16.83K	Mar 31, 26	-181	0.17%
SUSQUEHANNA INTERNATIONAL GROUP, LLP	15.12K	Mar 31, 26	+8.91K	0.15%
Lynx Investment Advisory	11.38K	Mar 31, 26	+539	0.11%
LPL Financial LLC	10.45K	Mar 31, 26	+3.38K	0.11%
JANE STREET GROUP, LLC	10.05K	Mar 31, 26	+10.05K	0.10%
PRINCIPAL SECURITIES, INC.	8.72K	Mar 31, 26	+49	0.09%
Stratos Wealth Partners, LTD.	7.71K	Mar 31, 26	-1.51K	0.08%
NORTHERN TRUST CORP	6.55K	Mar 31, 26	--	0.07%
Concurrent Investment Advisors, LLC	6.27K	Mar 31, 26	+304	0.06%
Accelerate Investment Advisors LLC	5.69K	Mar 31, 26	+5.69K	0.06%
UBS Group AG	4.87K	Mar 31, 26	+3.68K	0.05%
ROYAL BANK OF CANADA	3.18K	Mar 31, 26	-1.18K	0.03%
Whipplewood Advisors, LLC	2.91K	Mar 31, 26	+1.59K	0.03%
Rossby Financial, LCC	2.17K	Mar 31, 26	+2.17K	0.02%
Advisory Services Network, LLC	2.02K	Mar 31, 26	+2.02K	0.02%
HARBOUR INVESTMENTS, INC.	1.75K	Mar 31, 26	+1.75K	0.02%
ASSETMARK, INC	416	Mar 31, 26	-9	0.00%
CWM, LLC	210	Mar 31, 26	--	0.00%
JPMORGAN CHASE & CO	32	Mar 31, 26	--	0.00%
MORGAN STANLEY	1	Mar 31, 26	-1.30K	0.00%
Cape Investment Advisory, Inc.	--	Mar 31, 26	-285	--
Kestra Advisory Services, LLC	--	Mar 31, 26	-586	--
FSA Advisors, Inc.	--	Mar 31, 26	-66.18K	--
Turning Point Benefit Group, Inc.	--	Mar 31, 26	-62	--
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	--	Mar 31, 26	-55	--
CITADEL ADVISORS LLC	--	Mar 31, 26	-8.06K	--
Yeomans Consulting Group, Inc.	109.23K	Dec 31, 25	+109.23K	1.10%
Stark Wealth Management LLC	40.41K	Dec 31, 25	+7.00K	0.41%
Global Retirement Partners, LLC	38.14K	Dec 31, 25	+38.14K	0.38%
Binnacle Investments Inc	3.88K	Sep 30, 25	+481	0.04%
My Legacy Advisors, LLC	7.34K	Jun 30, 25	-72	0.07%
HART & PATTERSON FINANCIAL GROUP LLC	117.11K	Dec 31, 24	-2.47K	1.18%

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Holder

Date

Change

% Held

Meriwether Wealth & Planning, LLC

Jun 30, 26

-128.48K

SEI INVESTMENTS CO

8.21M

Mar 31, 26

+613.64K

82.84%

SUMMIT WEALTH GROUP LLC / CO

1.45M

Mar 31, 26

+317.75K

14.64%

S&T BANK/PA

218.42K

Mar 31, 26

+26.25K

2.20%

ENVESTNET ASSET MANAGEMENT INC

160.84K

Mar 31, 26

+1.66K

1.62%

TRUIST FINANCIAL CORP

152.53K

Mar 31, 26

+2.01K

1.54%

Beacon Pointe Advisors, LLC

147.75K

Mar 31, 26

+7.38K

1.49%

Cambridge Investment Research Advisors, Inc.

36.93K

Mar 31, 26

+6.40K

0.37%

Csenge Advisory Group

36.32K

Mar 31, 26

+404

0.37%

NewEdge Advisors, LLC

30.92K

Mar 31, 26

+2.19K

0.31%

EXENCIAL WEALTH ADVISORS, LLC

29.08K

Mar 31, 26

+2.57K

0.29%

Ameritas Advisory Services, LLC

27.36K

Mar 31, 26

+1.42K

0.28%

Diversified Enterprises, LLC

25.18K

Mar 31, 26

+749

0.25%

United Advisor Group, LLC

23.38K

Mar 31, 26

+2.09K

0.24%

ADVISOR GROUP HOLDINGS, INC.

22.82K

Mar 31, 26

-243.96K

0.23%

COMPASS CAPITAL CORP /MA/ /ADV

20.85K

Mar 31, 26

+4.32K

0.21%

Perigon Wealth Management, LLC

20.72K

Mar 31, 26

+2.09K

0.21%

CAHILL FINANCIAL ADVISORS INC

20.36K

Mar 31, 26

-6.34K

0.21%

WPG Advisers, LLC

16.83K

Mar 31, 26

-181

0.17%

SUSQUEHANNA INTERNATIONAL GROUP, LLP

15.12K

Mar 31, 26

+8.91K

0.15%

Lynx Investment Advisory

11.38K

Mar 31, 26

+539

0.11%

LPL Financial LLC

10.45K

Mar 31, 26

+3.38K

0.11%

JANE STREET GROUP, LLC

10.05K

Mar 31, 26

+10.05K

0.10%

PRINCIPAL SECURITIES, INC.

8.72K

Mar 31, 26

+49

0.09%

Stratos Wealth Partners, LTD.

7.71K

Mar 31, 26

-1.51K

0.08%

NORTHERN TRUST CORP

6.55K

Mar 31, 26

0.07%

Concurrent Investment Advisors, LLC

6.27K

Mar 31, 26

+304

0.06%

Accelerate Investment Advisors LLC

5.69K

Mar 31, 26

+5.69K

0.06%

UBS Group AG

4.87K

Mar 31, 26

+3.68K

0.05%

ROYAL BANK OF CANADA

3.18K

Mar 31, 26

-1.18K

0.03%

Whipplewood Advisors, LLC

2.91K

Mar 31, 26

+1.59K

0.03%

Rossby Financial, LCC

2.17K

Mar 31, 26

+2.17K

0.02%

Advisory Services Network, LLC

2.02K

Mar 31, 26

+2.02K

0.02%

HARBOUR INVESTMENTS, INC.

1.75K

Mar 31, 26

+1.75K

0.02%

ASSETMARK, INC

416

Mar 31, 26

-9

0.00%

CWM, LLC

210

Mar 31, 26

0.00%

JPMORGAN CHASE & CO

Mar 31, 26

0.00%

MORGAN STANLEY

Mar 31, 26

-1.30K

0.00%

Cape Investment Advisory, Inc.

Mar 31, 26

-285

Kestra Advisory Services, LLC

Mar 31, 26

-586

FSA Advisors, Inc.

Mar 31, 26

-66.18K

Turning Point Benefit Group, Inc.

Mar 31, 26

-62

NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO

Mar 31, 26

-55

CITADEL ADVISORS LLC

Mar 31, 26

-8.06K

Yeomans Consulting Group, Inc.

109.23K

Dec 31, 25

+109.23K

1.10%

Stark Wealth Management LLC

40.41K

Dec 31, 25

+7.00K

0.41%

Global Retirement Partners, LLC

38.14K

Dec 31, 25

+38.14K

0.38%

Binnacle Investments Inc

3.88K

Sep 30, 25

+481

0.04%

My Legacy Advisors, LLC

7.34K

Jun 30, 25

-72

0.07%

HART & PATTERSON FINANCIAL GROUP LLC

117.11K

Dec 31, 24

-2.47K

1.18%