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SEI QiM U.S. Large Cap Momentum Active ETF
SEIM

Nombre Posición Valor operado Cambio en
acciones 		Cambio en la
participación
SEI Investments
1
SEI Investments
Pennsylvania
USD 721 M -USD 32.8 M -629,335 -5%
Summit Wealth Group (Colorado)
2
Summit Wealth Group (Colorado)
Colorado
USD 149 M +USD 12.6 M +242,338 +10%
Merit Financial Group
3
Merit Financial Group
Georgia
USD 36.7 M +USD 4.03 M +77,430 +13%
STB
4
S&T Bank
Pennsylvania
USD 22.5 M +USD 1.78 M +34,174 +9%
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
USD 14.8 M -USD 182 k -3,487 -1%
Truist Financial
6
Truist Financial
North Carolina
USD 13.9 M -USD 235 k -4,504 -2%
Beacon Pointe Advisors
7
Beacon Pointe Advisors
California
USD 12.8 M -USD 865 k -16,610 -7%
KF
8
K2 Financial
California
USD 5.38 M -USD 316 k -6,070 -6%
Wealth Enhancement Advisory Services
9
Wealth Enhancement Advisory Services
Minnesota
USD 4.58 M -USD 62.7 k -1,204 -1%
Global Retirement Partners
10
Global Retirement Partners
California
USD 3.63 M +USD 3.37 M +64,659 Nuevas
Cambridge Investment Research Advisors
11
Cambridge Investment Research Advisors
Iowa
USD 3.35 M +USD 76.4 k +1,467 +3%
MWP
12
Meriwether Wealth & Planning
Louisiana
USD 3.1 M +USD 390 k +7,495 +16%
Csenge Advisory Group
13
Csenge Advisory Group
Florida
USD 3.07 M -USD 241 k -4,623 -8%
Perigon Wealth Management
14
Perigon Wealth Management
California
USD 2.8 M +USD 846 k +16,234 +48%
NewEdge Advisors
15
NewEdge Advisors
Louisiana
USD 2.68 M -USD 218 k -4,191 -8%
Diversified Enterprises
16
Diversified Enterprises
Delaware
USD 2.33 M -USD 4.58 k -88 -0.2%
Savant Capital
17
Savant Capital
Illinois
USD 2.23 M +USD 2.1 M +40,371 Nuevas
PFA
18
Petra Financial Advisors
Colorado
USD 2.17 M +USD 2.02 M +38,729 Nuevas
CCC
19
Compass Capital Corp
Massachusetts
USD 2.14 M +USD 230 k +4,410 +13%
UAG
20
United Advisor Group
Ohio
USD 2.03 M -USD 118 k -2,272 -6%
Cahill Financial Advisors
21
Cahill Financial Advisors
Minnesota
USD 1.82 M -USD 169 k -3,248 -9%
Apella Capital
22
Apella Capital
Connecticut
USD 1.5 M -USD 326 k -6,251 -18%
IWN
23
Independent Wealth Network
Iowa
USD 1.26 M +USD 117 k +2,248 +11%
LPL Financial
24
LPL Financial
California
USD 1.19 M -USD 40.4 k -776 -4%
SA
25
Stewardship Advisors
Pennsylvania
USD 1.17 M -USD 55.8 k -1,071 -5%
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