Explore more topics
Public ownership evidence

SEI QiM U.S. Large Cap Momentum Active ETF (SEIM) Ownership Disclosures

Read SEIM insider transactions, institutional 13F filings and Congressional disclosures with report dates, public availability and original receipts.

As of 2026-10-10T12:08:28.848Z

Jump to a section

Recent Form 4 activity

No matching purchases, sales or awards were returned in this 90-day public filing window.

Show the table · 0 rows, 6 columns

Scroll sideways to compare all columns. Select a heading to sort.

No records are available for this view.

90-day public availability window, up to 50 records.

Recent institutional filing receipts

These are raw ticker-matched positions in recent 13F receipts, including amendments. They are not deduplicated current ownership totals. Open the manager profile to inspect its effective filing book.

Show the table · 50 rows, 6 columns

Scroll sideways to compare all columns. Select a heading to sort.

MERCER GLOBAL ADVISORS INC /ADV2026-06-302026-08-203,633$203,993None
Beacon Pointe Advisors, LLC2026-06-302026-08-19227,454$12,771,543None
AMERIFLEX GROUP, INC.2026-06-302026-08-15213$11,960None
Synergy Investment Management, LLC2026-06-302026-08-151,393$71,057None
SEI INVESTMENTS CO2026-06-302026-08-1512,840,416$720,990,948None
Lifeworks Advisors, LLC2026-06-302026-08-155,492$308,400None
Ameritas Advisory Services, LLC2026-06-302026-08-15205$11,511None
OSAIC HOLDINGS, INC.2026-06-302026-08-151,304$73,220None
OSAIC HOLDINGS, INC.2026-06-302026-08-1514,260$800,799None
SUSQUEHANNA INTERNATIONAL GROUP, LLP2026-06-302026-08-154,475$251,271None
JONES FINANCIAL COMPANIES LLLP2026-06-302026-08-15230$12,501None
ROYAL BANK OF CANADA2026-06-302026-08-157,752$435,000None
CITADEL ADVISORS LLC2026-06-302026-08-1515,241$855,782None
WELLS FARGO & COMPANY/MN2026-06-302026-08-151,330$74,680None
TOP Private Wealth LLC.2026-06-302026-08-14541$30,377None
Silver Grove Financial Group, Inc.2026-06-302026-08-142,138$120,049None
UBS Group AG2026-06-302026-08-145,684$319,157None
COMPASS CAPITAL CORP /MA/ /ADV2026-06-302026-08-1438,579$2,135,733None
VANGUARD ADVISERS INC2026-06-302026-08-141,118$62,776None
MORGAN STANLEY2026-06-302026-08-146,024$338,248None
MORGAN STANLEY2026-06-302026-08-141$57None
Cetera Investment Advisers2026-06-302026-08-1314,753$828,373None
Advisory Services Network, LLC2026-06-302026-08-13773$43,404None
Advisory Services Network, LLC2026-06-302026-08-133,155$177,153None
NewEdge Advisors, LLC2026-06-302026-08-1347,709$2,678,860None
Summit Financial, LLC2026-06-302026-08-133,935$220,950None
Accelerate Investment Advisors LLC2026-06-302026-08-137,816$438,868None
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO2026-06-302026-08-132,173$122,014None
S&T Bank/PA2026-06-302026-08-13393,161$22,075,990None
S&T Bank/PA2026-06-302026-08-137,615$427,582None
HARBOUR INVESTMENTS, INC.2026-06-302026-08-132,677$150,314None
JPMORGAN CHASE & CO2026-06-302026-08-1380$4,426None
OneAscent Financial Services LLC2026-06-302026-08-125,997$336,732None
Stratos Wealth Partners, LTD.2026-06-302026-08-1213,725$770,659None
CAHILL FINANCIAL ADVISORS INC2026-06-302026-08-1227,340$1,535,141None
CAHILL FINANCIAL ADVISORS INC2026-06-302026-08-125,031$282,491None
MERCER GLOBAL ADVISORS INC /ADV2026-06-302026-08-123,633$203,993None
Csenge Advisory Group2026-06-302026-08-1154,631$3,067,531None
Savant Capital, LLC2026-06-302026-08-1140,371$2,232,113None
CALTON & ASSOCIATES, INC.2026-06-302026-08-113,754$210,787None
Perigon Wealth Management, LLC2026-06-302026-08-0849,916$2,802,783None
LPL Financial LLC2026-06-302026-08-0821,269$1,194,254None
Investmark Advisory Group LLC2026-06-302026-08-087,190$403,711None
WPG Advisers, LLC2026-06-302026-08-073,560$199,894None
Global Retirement Partners, LLC2026-06-302026-08-0764,659$3,630,603None
Continuum Advisory, LLC2026-06-302026-08-072,342$131,503None
Valmark Advisers, Inc.2026-06-302026-08-074,880$274,012None
Meridian Wealth Management, LLC2026-06-302026-08-063,701$207,811None
Rossby Financial, LCC2026-06-302026-08-053,864$216,964None
PRINCIPAL SECURITIES, INC.2026-06-302026-08-0515,187$852,750None

90-day public filing window, up to 50 source positions.

Recent Congressional disclosures

No matching Congressional transactions were returned in this source preview.

Show the table · 0 rows, 5 columns

Scroll sideways to compare all columns. Select a heading to sort.

No records are available for this view.

Bounded public source preview, up to 25 disclosed events.

How to read the disclosure dates

The tables report different things: insider transactions, institutional positions and Congressional transaction ranges. Read each table with its source dates and units. They cannot be added into a combined ownership percentage.

  1. Company insiders

    SEC Form 4 purchases, sales and awards report transactions and their public filing availability.

  2. Institutional managers

    13F reports disclose delayed quarter-end positions. They are not a record of trades between quarters.

  3. Congressional filers

    Periodic transaction reports disclose transaction dates and amount brackets. Public filing dates determine what researchers could know.

Read the transaction codes

Awards use transaction code A, purchases P and sales S. An acquisition from an award is not the same as an open-market purchase. Joint filers may share a transaction. Use original receipts and availability dates to interpret the events.