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SEI QiM U.S. Large Cap Value Active ETF
SEIV

Nombre Posición Valor operado Cambio en
acciones 		Cambio en la
participación
SEI Investments
1
SEI Investments
Pennsylvania
USD 701 M -USD 15.5 M -337,951 -2%
Summit Wealth Group (Colorado)
2
Summit Wealth Group (Colorado)
Colorado
USD 146 M +USD 13.4 M +293,496 +11%
STB
3
S&T Bank
Pennsylvania
USD 21.9 M +USD 1.76 M +38,369 +9%
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
USD 14.4 M -USD 596 k -13,025 -4%
Truist Financial
5
Truist Financial
North Carolina
USD 13.5 M -USD 321 k -7,010 -2%
Beacon Pointe Advisors
6
Beacon Pointe Advisors
California
USD 12.4 M -USD 654 k -14,295 -5%
Merit Financial Group
7
Merit Financial Group
Georgia
USD 11.7 M +USD 3.08 M +67,334 +38%
Cambridge Investment Research Advisors
8
Cambridge Investment Research Advisors
Iowa
USD 10.5 M -USD 536 k -11,716 -5%
SWM
9
StoneCrest Wealth Management
Arizona
USD 9.6 M +USD 9.2 M +200,953 Nuevas
KF
10
K2 Financial
California
USD 5.4 M -USD 187 k -4,097 -4%
Wealth Enhancement Advisory Services
11
Wealth Enhancement Advisory Services
Minnesota
USD 4.79 M +USD 189 k +4,121 +4%
Two Sigma Investments
12
Two Sigma Investments
New York
USD 4.47 M +USD 4.26 M +93,100 Nuevas
Global Retirement Partners
13
Global Retirement Partners
California
USD 3.55 M +USD 3.38 M +73,903 Nuevas
Csenge Advisory Group
14
Csenge Advisory Group
Florida
USD 2.97 M -USD 199 k -4,355 -7%
NewEdge Advisors
15
NewEdge Advisors
Louisiana
USD 2.58 M -USD 180 k -3,941 -7%
Savant Capital
16
Savant Capital
Illinois
USD 2.27 M +USD 2.05 M +44,836 Nuevas
Diversified Enterprises
17
Diversified Enterprises
Delaware
USD 2.26 M +USD 44.3 k +969 +2%
TGAM
18
TBH Global Asset Management
Tennessee
USD 2.25 M +USD 561 k +12,259 +35%
CCC
19
Compass Capital Corp
Massachusetts
USD 2.25 M +USD 258 k +5,648 +15%
Osaic Holdings
20
Osaic Holdings
Arizona
USD 2.13 M -USD 596 k -13,019 -23%
PFA
21
Petra Financial Advisors
Colorado
USD 2.13 M +USD 2.03 M +44,357 Nuevas
UAG
22
United Advisor Group
Ohio
USD 1.96 M -USD 95.2 k -2,081 -5%
Cahill Financial Advisors
23
Cahill Financial Advisors
Minnesota
USD 1.77 M -USD 128 k -2,799 -7%
Perigon Wealth Management
24
Perigon Wealth Management
California
USD 1.74 M -USD 76.5 k -1,671 -4%
Apella Capital
25
Apella Capital
Connecticut
USD 1.5 M -USD 307 k -6,700 -18%
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