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SEI Enhanced US Large Cap QU (SEIQ)

CUSIP: 81589A106 | NYSE | 98 institutional holders

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
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Institutional Holders — Q3 2026

Summit Wealth Group LLC / Co2,006,277
5.2% of portfolio›$82.4M
Truist Financial Corp149,430
0.0% of portfolio›$6.1M
K2 Financial Inc.60,347
1.8% of portfolio›$2.6M
Wealth Enhancement Advisory Services, LLC47,670
0.0% of portfolio›$2.0M
Diversified Enterprises, LLC38,190
0.1% of portfolio›$1.6M
Cambridge Investment Research Advisors, Inc.36,477
0.0% of portfolio›$1.5K
Csenge Advisory Group35,174
0.1% of portfolio›$1.4M
FAI Advisors, Inc.29,909
0.5% of portfolio›$1.2M
United Advisor Group, LLC21,041
0.1% of portfolio›$863.7K
Perigon Wealth Management, LLC18,359
0.0% of portfolio›$753.6K
WPG Advisers, LLC17,606
0.4% of portfolio›$722.7K
Stewardship Advisors, LLC13,531
0.1% of portfolio›$555.4K
Lynx Investment Advisory11,055
0.1% of portfolio›$453.8K
LexAurum Advisors, LLC9,146
0.0% of portfolio›$375.4K
Concurrent Investment Advisors, LLC5,848
0.0% of portfolio›$240.1K
Accelerate Investment Advisors LLC5,620
0.1% of portfolio›$230.7K
Independent Wealth Network Inc.5,418
0.1% of portfolio›$222.4K
Rossby Financial, LCC2,665
0.0% of portfolio›$109.4K
Whipplewood Advisors, LLC2,046
0.1% of portfolio›$84.0K
Silver Grove Financial Group, Inc.1,645
0.0% of portfolio›$67.5K
Farther Finance Advisors, LLC404
0.0% of portfolio›$16.6K
Cape Investment Advisory, Inc.312
0.0% of portfolio›$12.8K
Assetmark, Inc275
0.0% of portfolio›$11.3K
IFP Advisors, Inc112
0.0% of portfolio›$4.6K
Creative Financial Designs Inc36
0.0% of portfolio›$1.5K
Horizon Financial Services, LLC23
0.0% of portfolio›$944
StyleTurnoverLocationFiled
Summit Wealth Group LLC / Co
2,006,277$82.4M5.2%ETFHighColorado Springs, CO2026-10-29
Truist Financial Corp
149,430$6.1M0.0%CoreLowCharlotte, NC2026-10-30
K2 Financial Inc.
60,347$2.6M1.8%ETFLowGlendora, CA2026-10-26
Wealth Enhancement Advisory Services, LLC
47,670$2.0M0.0%CoreLowPlymouth, MN2026-10-13
Diversified Enterprises, LLC
38,190$1.6M0.1%ETFVery LowWilmington, DE2026-10-19
Cambridge Investment Research Advisors, Inc.
36,477$1.5K0.0%ETFLowFairfield, IA2026-11-02
Csenge Advisory Group
35,174$1.4M0.1%ETFMediumClearwater, FL2026-11-04
FAI Advisors, Inc.
29,909$1.2M0.5%GrowthLowFarmington Hills, MI2026-10-27
United Advisor Group, LLC
21,041$863.7K0.1%ETFLowCincinnati, OH2026-11-03
Perigon Wealth Management, LLC
18,359$753.6K0.0%GrowthLowSan Francisco, CA2026-10-22
WPG Advisers, LLC
17,606$722.7K0.4%CoreLowBaltimore, MD2026-10-27
Stewardship Advisors, LLC
13,531$555.4K0.1%ETFMediumMount Joy, PA2026-10-20
Lynx Investment Advisory
11,055$453.8K0.1%ETFLowWashington, Dc, DC2026-10-27
LexAurum Advisors, LLC
9,146$375.4K0.0%ETFLowOverland Park, KS2026-10-19
Concurrent Investment Advisors, LLC
5,848$240.1K0.0%GrowthMediumTampa, FL2026-10-16
Accelerate Investment Advisors LLC
5,620$230.7K0.1%ETFLowAliso Viejo, CA2026-11-02
Independent Wealth Network Inc.
5,418$222.4K0.1%ETFMediumUrbandale, IA2026-10-19
Rossby Financial, LCC
2,665$109.4K0.0%ETFMediumMelbourne, FL2026-11-05
Whipplewood Advisors, LLC
2,046$84.0K0.1%ETFLowLittleton, CO2026-10-20
Silver Grove Financial Group, Inc.
1,645$67.5K0.0%CoreMediumOrchard Park, NY2026-11-05
Farther Finance Advisors, LLC
404$16.6K0.0%IndexLowSan Francisco, CA2026-10-08
Cape Investment Advisory, Inc.
312$12.8K0.0%ETFLowMcdonough, GA2026-10-13
Assetmark, Inc
275$11.3K0.0%ETFLowConcord, CA2026-10-21
IFP Advisors, Inc
112$4.6K0.0%GrowthLowTampa, FL2026-10-16
Creative Financial Designs Inc
36$1.5K0.0%ETFMediumKokomo, IN2026-11-04
Horizon Financial Services, LLC
23$9440.0%ETFLowWinston Salem, NC2026-11-04