Public ownership evidence

SEI QiM U.S. Large Cap Quality Active ETF (SEIQ) Ownership Disclosures

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

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

Separate the three disclosure sources

Step 1 of 3

Recent institutional filing receipts

SEI QiM U.S. Large Cap Quality Active ETF: source evidence dated 2026-10-10T12:08:28.848Z.

Manager
Beacon Pointe Advisors, LLC
Report period
2026-06-30
Available
2026-08-19
Reported shares
151,625
Value (USD)
$5,975,542
Option
None
What you should see

The displayed owner or issuer and source fields identify the receipt to verify; keep reporting and availability dates separate.

Step 2 of 3

Is this an insider transaction, 13F holding, or Congressional event?

Each source has different dates and units. Raw ticker-matched receipts, including amendments, are not deduplicated current ownership totals.

13F 0002085853-26-001042
What you should see

Follow the source receipt or manager/member profile. Avoid combining transaction value and 13F position value into an ownership percentage.

Step 3 of 3

Read SEIQ fundamentals

Follow the source receipt or manager/member profile. Avoid combining transaction value and 13F position value into an ownership percentage.

Read SEIQ fundamentals
What you should see

Keep reporting dates and units beside the answer, and inspect its original citations.

Recent Form 4 activity

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

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

See the complete 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.

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

Beacon Pointe Advisors, LLC2026-06-302026-08-19151,625$5,975,542None
AMERIFLEX GROUP, INC.2026-06-302026-08-15138$5,439None
Synergy Investment Management, LLC2026-06-302026-08-15941$38,769None
SEI INVESTMENTS CO2026-06-302026-08-158,644,643$340,689,239None
Ameritas Advisory Services, LLC2026-06-302026-08-158$315None
OSAIC HOLDINGS, INC.2026-06-302026-08-15733$28,888None
OSAIC HOLDINGS, INC.2026-06-302026-08-1510,070$396,908None
JONES FINANCIAL COMPANIES LLLP2026-06-302026-08-15145$5,655None
ROYAL BANK OF CANADA2026-06-302026-08-151,976$78,000None
CITADEL ADVISORS LLC2026-06-302026-08-159,370$369,272None
GOLDMAN SACHS GROUP INC2026-06-302026-08-1529,099$1,146,792None
WELLS FARGO & COMPANY/MN2026-06-302026-08-15816$32,159None
TOP Private Wealth LLC.2026-06-302026-08-14328$12,926None
Silver Grove Financial Group, Inc.2026-06-302026-08-141,380$54,386None
UBS Group AG2026-06-302026-08-141,273$50,169None
UBS Group AG2026-06-302026-08-14293$11,547None
COMPASS CAPITAL CORP /MA/ /ADV2026-06-302026-08-1426,085$1,095,048None
NORTHERN TRUST CORP2026-06-302026-08-146,548$258,057None
NewEdge Advisors, LLC2026-06-302026-08-1331,197$1,229,474None
Accelerate Investment Advisors LLC2026-06-302026-08-135,692$224,322None
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO2026-06-302026-08-13232$9,143None
S&T Bank/PA2026-06-302026-08-13244,695$9,643,430None
S&T Bank/PA2026-06-302026-08-134,778$188,301None
HARBOUR INVESTMENTS, INC.2026-06-302026-08-131,872$73,776None
JPMORGAN CHASE & CO2026-06-302026-08-1332$1,259None
Stratos Wealth Partners, LTD.2026-06-302026-08-129,035$356,069None
CAHILL FINANCIAL ADVISORS INC2026-06-302026-08-1218,346$723,016None
CAHILL FINANCIAL ADVISORS INC2026-06-302026-08-121,558$61,401None
MERCER GLOBAL ADVISORS INC /ADV2026-06-302026-08-122,223$87,608None
Csenge Advisory Group2026-06-302026-08-1136,775$1,449,303None
Savant Capital, LLC2026-06-302026-08-1127,089$1,139,093None
Perigon Wealth Management, LLC2026-06-302026-08-0821,140$833,127None
LPL Financial LLC2026-06-302026-08-089,678$381,410None
WPG Advisers, LLC2026-06-302026-08-0716,519$651,014None
Global Retirement Partners, LLC2026-06-302026-08-0741,412$1,632,047None
Continuum Advisory, LLC2026-06-302026-08-071,606$63,292None
Rossby Financial, LCC2026-06-302026-08-052,672$105,304None
PRINCIPAL SECURITIES, INC.2026-06-302026-08-059,559$376,720None
ENVESTNET ASSET MANAGEMENT INC2026-06-302026-08-04162,828$6,417,034None
Diversified Enterprises, LLC2026-06-302026-08-0127,470$1,082,593None
Cambridge Investment Research Advisors, Inc.2026-06-302026-07-3137,966$1,496,000None
ASSETMARK, INC2026-06-302026-07-31275$10,838None
United Advisor Group, LLC2026-06-302026-07-3023,679$933,189None
SUMMIT WEALTH GROUP LLC / CO2026-06-302026-07-291,645,704$64,857,185None
TRUIST FINANCIAL CORP2026-06-302026-07-29152,622$6,014,816None
TRUIST FINANCIAL CORP2026-06-302026-07-29794$31,292None
Cassady Wealth & Retirement Planning, LLC2026-06-302026-07-2811,508$453,530None
Concurrent Investment Advisors, LLC2026-06-302026-07-286,493$255,889None
Whipplewood Advisors, LLC2026-06-302026-07-282,100$82,761None
Lynx Investment Advisory2026-06-302026-07-2811,451$451,284None

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

Beacon Pointe Advisors, LLC ↗AMERIFLEX GROUP, INC. ↗Synergy Investment Management, LLC ↗SEI INVESTMENTS CO ↗Ameritas Advisory Services, LLC ↗OSAIC HOLDINGS, INC. ↗OSAIC HOLDINGS, INC. ↗JONES FINANCIAL COMPANIES LLLP ↗ROYAL BANK OF CANADA ↗CITADEL ADVISORS LLC ↗

Recent Congressional disclosures

No matching Congressional transactions were returned in this source preview.

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.

Institutional source directory ↗Congressional source directory ↗

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.

Aurora · AI research assistant

Try this in Aurora

Edit the request, then open it in Aurora. You choose when to send it.