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Yeomans Consulting Group’s SEI QiM U.S. Large Cap Quality Active ETF SEIQ Stock Holding History

Yeomans Consulting Group’s Portfolio SEIQ Stock Details SEIQ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		$4.25M Buy
+109,229
New +$4.21M 1.25% 19

Other funds holding SEIQ

SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return
SWGC
Summit Wealth Group (Colorado) Colorado Springs, Colorado $1.21B AUM 30.23% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
STB
S&T Bank Indiana, Pennsylvania $333M AUM 106.39% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
BPA
Beacon Pointe Advisors Newport Beach, California $21.5B AUM 23.65% 1-Year Est. Return
MWP
Meriwether Wealth & Planning Minden, Louisiana $202M AUM 22.64% 1-Year Est. Return
KF
K2 Financial Glendora, California $142M AUM 14.09% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

Yeomans Consulting Group's SEIQ Position: Q4 2025 in Review

Yeomans Consulting Group opened a new position in SEI QiM U.S. Large Cap Quality Active ETF (SEIQ) in Q4 2025: 109,229 shares worth $4.25M. The stake represents 1.25% of the portfolio and ranks #19 among its holdings.

52 funds tracked by Wall St. Rank hold SEIQ as of Q4 2025.

  • Yeomans Consulting Group held 109,229 shares of SEI QiM U.S. Large Cap Quality Active ETF worth $4.25M as of Q4 2025.
  • SEI QiM U.S. Large Cap Quality Active ETF was a new Yeomans Consulting Group position in Q4 2025.
  • SEI QiM U.S. Large Cap Quality Active ETF made up 1.25% of Yeomans Consulting Group's portfolio in Q4 2025, its #19 holding.
  • 52 funds tracked by Wall St. Rank held SEI QiM U.S. Large Cap Quality Active ETF as of Q4 2025.

Based on Yeomans Consulting Group's 13F filing for Q4 2025, filed 7 Jan 2026.