Who Owns SEI ENHANCED U.S. LARGE CAP MOMENTUM FACTOR ETF (SEIM)? -- Institutional Holders (2026-06-30)

76 institutions reported holding $1.03B of SEI ENHANCED U.S. LARGE CAP MOMENTUM FACTOR ETF (SEIM) in SEC 13F filings for 2026-06-30. Largest institutional holders: SEI INVESTMENTS CO ($721.0M), SUMMIT WEALTH GROUP LLC / CO ($149.0M), Merit Financial Group, LLC ($36.7M), S&T Bank/PA ($22.5M), ENVESTNET ASSET MANAGEMENT INC ($14.8M). Source: SEC Form 13F.

Rank	Institution	Value	Shares	Change
1	SEI INVESTMENTS CO	$721.0M	12.8M	Trimmed
2	SUMMIT WEALTH GROUP LLC / CO	$149.0M	2.7M	Added
3	Merit Financial Group, LLC	$36.7M	652,788	Added
4	S&T Bank/PA	$22.5M	400,776	Added
5	ENVESTNET ASSET MANAGEMENT INC	$14.8M	263,267	Trimmed
6	TRUIST FINANCIAL CORP	$13.9M	247,867	Trimmed
7	Beacon Pointe Advisors, LLC	$12.8M	227,454	Trimmed
8	K2 Financial Inc.	$5.4M	98,882	Trimmed
9	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	$4.6M	83,333	Trimmed
10	Global Retirement Partners, LLC	$3.6M	64,659	Trimmed
11	Cambridge Investment Research Advisors, Inc.	$3.3M	59,588	Added
12	Meriwether Wealth & Planning, LLC	$3.1M	55,153	Added
13	Csenge Advisory Group	$3.1M	54,631	Trimmed
14	Perigon Wealth Management, LLC	$2.8M	49,916	Added
15	NewEdge Advisors, LLC	$2.7M	47,709	Trimmed
16	Diversified Enterprises, LLC	$2.3M	41,413	Trimmed
17	Savant Capital, LLC	$2.2M	40,371	New
18	PETRA FINANCIAL ADVISORS INC	$2.2M	38,729	New
19	COMPASS CAPITAL CORP /MA/ /ADV	$2.1M	38,579	Added
20	United Advisor Group, LLC	$2.0M	36,093	Trimmed
21	CAHILL FINANCIAL ADVISORS INC	$1.8M	32,371	Trimmed
22	Apella Capital, LLC	$1.5M	27,813	Trimmed
23	Independent Wealth Network Inc.	$1.3M	22,474	Added
24	LPL Financial LLC	$1.2M	21,269	Trimmed
25	Stewardship Advisors, LLC	$1.2M	20,915	Trimmed

来源：SEC 13F 申报文件 · 截至 2026-06-30