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icono de SEIQ

SEI QiM U.S. Large Cap Quality Active ETF
SEIQ

Nombre Posición Valor operado Cambio en
acciones 		Cambio en la
participación
SEI Investments
1
SEI Investments
Pennsylvania
USD 341 M +USD 16.8 M +432,507 +5%
Summit Wealth Group (Colorado)
2
Summit Wealth Group (Colorado)
Colorado
USD 64.9 M +USD 7.57 M +194,714 +13%
STB
3
S&T Bank
Pennsylvania
USD 9.8 M +USD 1.21 M +31,055 +14%
Merit Financial Group
4
Merit Financial Group
Georgia
USD 7.79 M +USD 1.99 M +51,176 +35%
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
USD 6.42 M +USD 77.2 k +1,986 +1%
Truist Financial
6
Truist Financial
North Carolina
USD 6.05 M +USD 34.6 k +891 +0.6%
Beacon Pointe Advisors
7
Beacon Pointe Advisors
California
USD 5.98 M +USD 150 k +3,872 +3%
KF
8
K2 Financial
California
USD 2.69 M +USD 107 k +2,743 +4%
Wealth Enhancement Advisory Services
9
Wealth Enhancement Advisory Services
Minnesota
USD 2.16 M +USD 167 k +4,302 +9%
Global Retirement Partners
10
Global Retirement Partners
California
USD 1.63 M +USD 1.61 M +41,412 Nuevas
Cambridge Investment Research Advisors
11
Cambridge Investment Research Advisors
Iowa
USD 1.5 M +USD 40.1 k +1,033 +3%
Csenge Advisory Group
12
Csenge Advisory Group
Florida
USD 1.45 M +USD 17.7 k +455 +1%
NewEdge Advisors
13
NewEdge Advisors
Louisiana
USD 1.23 M +USD 10.8 k +279 +0.9%
Goldman Sachs
14
Goldman Sachs
New York
USD 1.15 M +USD 1.13 M +29,099 Nuevas
Savant Capital
15
Savant Capital
Illinois
USD 1.14 M +USD 1.05 M +27,089 Nuevas
CCC
16
Compass Capital Corp
Massachusetts
USD 1.1 M +USD 203 k +5,234 +25%
Diversified Enterprises
17
Diversified Enterprises
Delaware
USD 1.08 M +USD 89.1 k +2,292 +9%
PFA
18
Petra Financial Advisors
Colorado
USD 968 k +USD 954 k +24,551 Nuevas
UAG
19
United Advisor Group
Ohio
USD 933 k +USD 11.5 k +297 +1%
Perigon Wealth Management
20
Perigon Wealth Management
California
USD 833 k +USD 16.2 k +418 +2%
Cahill Financial Advisors
21
Cahill Financial Advisors
Minnesota
USD 784 k -USD 17.6 k -454 -2%
Apella Capital
22
Apella Capital
Connecticut
USD 713 k -USD 127 k -3,276 -16%
WA
23
WPG Advisers
Maryland
USD 651 k -USD 11.9 k -307 -2%
SA
24
Stewardship Advisors
Pennsylvania
USD 534 k +USD 13.1 k +338 +3%
LIA
25
Lynx Investment Advisory
District of Columbia
USD 465 k +USD 16 k +413 +4%
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