SEI Enhanced U.S. Large Cap Momentum Factor is an exchange-traded fund on BATS. As of Q3 2025, 55 institutional investors hold shares in this ETF, with total holdings valued at $691.6M. SEI INVESTMENTS CO is the largest holder with a position valued at $597.1M.
Overview of institutional ownership in SEIM as of Q3 2025
Institutions with the largest positions in SEIM as of Q3 2025
| Institution | Position Value |
|---|---|
S SEI INVESTMENTS CO Institution | $597.1M 0.64% of portfolio |
S S&T BANK/PA Institution | $14.1M 4.26% of portfolio |
ENVESTNET ASSET MANAGEMENT INC Long Only Manager | $12.2M 0.00% of portfolio |
BB&T CORP Institution | $11.5M 0.02% of portfolio |
Beacon Pointe Advisors, LLC RIA/Wealth | $11.2M 0.09% of portfolio |
K2 Financial Inc. RIA/Wealth | $4.7M 3.76% of portfolio |
$4.3M 0.01% of portfolio | |
Merit Financial Group, LLC RIA/Wealth | $4.2M 0.04% of portfolio |
Csenge Advisory Group RIA/Wealth | $2.7M 0.13% of portfolio |
OHE FINANCIAL INC RIA/Wealth | $2.4M 0.27% of portfolio |
Institutional buying and selling activity for SEIM in Q3 2025
| Institution | Net Bought |
|---|---|
S SEI INVESTMENTS CO Institution | +$109.6M +2.4M shares |
Beacon Pointe Advisors, LLC RIA/Wealth | +$11.2M +246.0K shares |
S S&T BANK/PA Institution | +$5.9M +129.8K shares |
ENVESTNET ASSET MANAGEMENT INC Long Only Manager | +$1.6M +36.1K shares |
BB&T CORP Institution | +$1.5M +33.7K shares |
A Apella Capital, LLC Institution | +$1.3M +29.2K shares |
A Advisor Group Holdings, Inc. Institution | +$1.1M +24.8K shares |
+$1.0M +22.4K shares | |
Merit Financial Group, LLC RIA/Wealth | +$911.5K +20.1K shares |
K2 Financial Inc. RIA/Wealth | +$871.7K +19.4K shares |
| Institution | Net Sold |
|---|---|
SUMMIT WEALTH GROUP LLC / CO RIA/Wealth | −$6.4M −152.4K shares |
Geneos Wealth Management Inc. RIA/Wealth | −$3.9M −92.5K shares |
A ATRIA INVESTMENTS LLC Institution | −$3.2M −76.7K shares |
UBS Group AG Institution | −$372.1K −8.2K shares |
A Ascent Group, LLC Institution | −$204.1K −4.8K shares |
Cetera Investment Advisers RIA/Wealth | −$82.0K −1.8K shares |
US BANCORP \DE\ Institution | −$10.0K −237.0 shares |
MORGAN STANLEY RIA/Wealth | −$9.1K −200.0 shares |
Global Retirement Partners, LLC RIA/Wealth | −$3.6K −86.0 shares |
JPMORGAN CHASE & CO Institution | −$3.4K −80.0 shares |
Institutions that initiated new positions or completely exited SEIM in Q3 2025
| Institution | Position Value |
|---|---|
Beacon Pointe Advisors, LLC RIA/Wealth | $11.2M 246.0K shares |
A Apella Capital, LLC Institution | $1.3M 29.2K shares |
Larson Financial Group LLC RIA/Wealth | $102.1K 2.2K shares |
T Turning Point Benefit Group, Inc. Institution | $86.6K 1.9K shares |
Johnson Financial Group, Inc. RIA/Wealth | $4.9K 107.0 shares |
CoreCap Advisors, LLC RIA/Wealth | $3.6K 79.0 shares |
| Institution | Previous Position |
|---|---|
SUMMIT WEALTH GROUP LLC / CO RIA/Wealth | $6.4M 152.4K shares |
Geneos Wealth Management Inc. RIA/Wealth | $3.9M 92.5K shares |
A ATRIA INVESTMENTS LLC Institution | $3.2M 76.7K shares |
A Ascent Group, LLC Institution | $204.1K 4.8K shares |
US BANCORP \DE\ Institution | $10.0K 237.0 shares |
Global Retirement Partners, LLC RIA/Wealth | $3.6K 86.0 shares |
JPMORGAN CHASE & CO Institution | $3.4K 80.0 shares |
Institutions with the largest Call and Put options positions in SEIM as of Q3 2025
| Institution | Position Value |
|---|---|
| No call positions found | |
| Institution | Position Value |
|---|---|
| No put positions found | |
Institutions with SEIM as the highest % of their portfolio as of Q3 2025
| Institution | Portfolio Weight |
|---|---|
S S&T BANK/PA Institution | 4.26% $14.1M |
K2 Financial Inc. RIA/Wealth | 3.76% $4.7M |
PETRA FINANCIAL ADVISORS INC RIA/Wealth | 0.82% $1.4M |
M Meriwether Wealth & Planning, LLC RIA/Wealth | 0.69% $1.2M |
S SEI INVESTMENTS CO Institution | 0.64% $597.1M |
COMPASS CAPITAL CORP /MA/ /ADV RIA/Wealth | 0.60% $1.3M |
Lynx Investment Advisory RIA/Wealth | 0.47% $775.0K |
OHE FINANCIAL INC RIA/Wealth | 0.27% $2.4M |
Stewardship Advisors, LLC RIA/Wealth | 0.22% $928.8K |
United Advisor Group, LLC RIA/Wealth | 0.21% $1.5M |
Discover hedge funds investing in SEIM

| Top Holding | Sector | Market Value | Weight |
|---|---|---|---|
Software - Infrastructure Technology | $2.1B | 1.68% | |
Semiconductors Technology | $1.8B | 1.50% | |
Internet Content & Information Communication Services | $1.4B | 1.18% |
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