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SEI Enhanced US Large Cap QU (SEIQ)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Summit Wealth Group LLC / Co
INCREASED
Shares2,006,277 from 1,645,704
Change+360,573 (+22%)
Value$82.4M (+$17.5M)
Filed 2026-10-29
Merit Financial Group, LLC
INCREASED
Shares201,118 from 197,588
Change+3,530 (+2%)
Value$8.3M (+$468.9K)
Filed 2026-11-06
Truist Financial Corp
DECREASED
Shares149,430 from 153,416
Change-3,986 (-3%)
Value$6.1M (+$88.0K)
Filed 2026-10-30
Geneos Wealth Management Inc.
NEW
Shares114,330
Change+114,330
Value$4.7M
Filed 2026-11-09
K2 Financial Inc.
DECREASED
Shares60,347 from 66,846
Change-6,499 (-10%)
Value$2.6M (-$136.3K)
Filed 2026-10-26
Savant Capital, LLC
INCREASED
Shares54,048 from 27,089
Change+26,959 (+100%)
Value$2.2M (+$1.1M)
Filed 2026-11-06
Wealth Enhancement Advisory Services, LLC
DECREASED
Shares47,670 from 53,163
Change-5,493 (-10%)
Value$2.0M (-$161.8K)
Filed 2026-10-13
Diversified Enterprises, LLC
INCREASED
Shares38,190 from 27,470
Change+10,720 (+39%)
Value$1.6M (+$485.1K)
Filed 2026-10-19
Cambridge Investment Research Advisors, Inc.
DECREASED
Shares36,477 from 37,966
Change-1,489 (-4%)
Value$1.5K (-$1.5M)
Filed 2026-11-02
Csenge Advisory Group
DECREASED
Shares35,174 from 36,775
Change-1,601 (-4%)
Value$1.4M (-$5.4K)
Filed 2026-11-04
FAI Advisors, Inc.
DECREASED
Shares29,909 from 32,524
Change-2,615 (-8%)
Value$1.2M (-$54.0K)
Filed 2026-10-27
United Advisor Group, LLC
DECREASED
Shares21,041 from 23,679
Change-2,638 (-11%)
Value$863.7K (-$69.5K)
Filed 2026-11-03
Perigon Wealth Management, LLC
DECREASED
Shares18,359 from 21,140
Change-2,781 (-13%)
Value$753.6K (-$79.5K)
Filed 2026-10-22
WPG Advisers, LLC
INCREASED
Shares17,606 from 16,519
Change+1,087 (+7%)
Value$722.7K (+$71.7K)
Filed 2026-10-27
Stewardship Advisors, LLC
DECREASED
Shares13,531 from 13,560
Change-29 (0%)
Value$555.4K (+$21.0K)
Filed 2026-10-20
Lynx Investment Advisory
DECREASED
Shares11,055 from 11,789
Change-734 (-6%)
Value$453.8K (-$10.8K)
Filed 2026-10-27
LPL Financial LLC
DECREASED
Shares9,263 from 9,678
Change-415 (-4%)
Value$380.2K (-$1.2K)
Filed 2026-11-06
LexAurum Advisors, LLC
INCREASED
Shares9,146 from 5,130
Change+4,016 (+78%)
Value$375.4K (+$173.3K)
Filed 2026-10-19
Concurrent Investment Advisors, LLC
DECREASED
Shares5,848 from 6,493
Change-645 (-10%)
Value$240.1K (-$15.8K)
Filed 2026-10-16
Accelerate Investment Advisors LLC
DECREASED
Shares5,620 from 5,692
Change-72 (-1%)
Value$230.7K (+$6.4K)
Filed 2026-11-02
Independent Wealth Network Inc.
NEW
Shares5,418
Change+5,418
Value$222.4K
Filed 2026-10-19
Rossby Financial, LCC
DECREASED
Shares2,665 from 2,672
Change-7 (0%)
Value$109.4K (+$4.1K)
Filed 2026-11-05
Whipplewood Advisors, LLC
DECREASED
Shares2,046 from 2,100
Change-54 (-3%)
Value$84.0K (+$1.2K)
Filed 2026-10-20
Silver Grove Financial Group, Inc.
INCREASED
Shares1,645 from 1,380
Change+265 (+19%)
Value$67.5K (+$13.1K)
Filed 2026-11-05
Farther Finance Advisors, LLC
NEW
Shares404
Change+404
Value$16.6K
Filed 2026-10-08
Cape Investment Advisory, Inc.
INCREASED
Shares312 from 285
Change+27 (+9%)
Value$12.8K (+$1.6K)
Filed 2026-10-13
Assetmark, Inc
UNCHANGED
Shares275 from 275
Change0 (0%)
Value$11.3K (+$451)
Filed 2026-10-21
IFP Advisors, Inc
UNCHANGED
Shares112 from 112
Change0 (0%)
Value$4.6K (+$184)
Filed 2026-10-16
Creative Financial Designs Inc
NEW
Shares36
Change+36
Value$1.5K
Filed 2026-11-04
Horizon Financial Services, LLC
UNCHANGED
Shares23 from 23
Change0 (0%)
Value$944 (+$38)
Filed 2026-11-04
Apella Capital, LLC
CLOSED
Shares0 from 17,620
Change-17,620 (-100%)
Value$0 (-$713.5K)
Filed 2026-10-08
AdvisorNet Financial, Inc
CLOSED
Shares0 from 1,536
Change-1,536 (-100%)
Value$0 (-$60.5K)
Filed 2026-10-15
Blue Trust, Inc.
CLOSED
Shares0 from 206
Change-206 (-100%)
Value$0 (-$8.1K)
Filed 2026-10-15
SEI Investments Co
N/A
Shares— from 8,644,643
Change-8,644,643 (-100%)
Value—
S&T Bank
N/A
Shares— from 249,473
Change-249,473 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 162,828
Change-162,828 (-100%)
Value—
Beacon Pointe Advisors, LLC
N/A
Shares— from 151,625
Change-151,625 (-100%)
Value—
Global Retirement Partners, LLC
N/A
Shares— from 41,412
Change-41,412 (-100%)
Value—
NewEdge Advisors, LLC
N/A
Shares— from 31,197
Change-31,197 (-100%)
Value—
Goldman Sachs Group Inc
N/A
Shares— from 29,099
Change-29,099 (-100%)
Value—
Compass Capital Corp
N/A
Shares— from 26,085
Change-26,085 (-100%)
Value—
Petra Financial Advisors Inc
N/A
Shares— from 24,551
Change-24,551 (-100%)
Value—
Cahill Financial Advisors Inc
N/A
Shares— from 19,904
Change-19,904 (-100%)
Value—
Cassady Wealth & Retirement Planning, LLC
N/A
Shares— from 11,508
Change-11,508 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 10,803
Change-10,803 (-100%)
Value—
Principal Securities, Inc.
N/A
Shares— from 9,559
Change-9,559 (-100%)
Value—
Citadel Advisors LLC
N/A
Shares— from 9,370
Change-9,370 (-100%)
Value—
Stratos Wealth Partners, Ltd.
N/A
Shares— from 9,035
Change-9,035 (-100%)
Value—
Northern Trust Corp
N/A
Shares— from 6,548
Change-6,548 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 1,976
Change-1,976 (-100%)
Value—
Harbour Investments, Inc.
N/A
Shares— from 1,872
Change-1,872 (-100%)
Value—
Continuum Advisory, LLC
N/A
Shares— from 1,606
Change-1,606 (-100%)
Value—
UBS Group AG
N/A
Shares— from 1,566
Change-1,566 (-100%)
Value—
Synergy Investment Management, LLC
N/A
Shares— from 941
Change-941 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 816
Change-816 (-100%)
Value—
Top Private Wealth Llc.
N/A
Shares— from 328
Change-328 (-100%)
Value—
Northwestern Mutual Wealth Management Co
N/A
Shares— from 232
Change-232 (-100%)
Value—
Jones Financial Companies Lllp
N/A
Shares— from 145
Change-145 (-100%)
Value—
Ameriflex Group, Inc.
N/A
Shares— from 138
Change-138 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 32
Change-32 (-100%)
Value—
Ameritas Advisory Services, LLC
N/A
Shares— from 8
Change-8 (-100%)
Value—
Status
Summit Wealth Group LLC / Co
INCREASED2,006,2771,645,704+360,573+22%$64.9M$82.4M+$17.5M2026-10-29
Merit Financial Group, LLC
INCREASED201,118197,588+3,530+2%$7.8M$8.3M+$468.9K2026-11-06
Truist Financial Corp
DECREASED149,430153,416-3,986-3%$6.0M$6.1M+$88.0K2026-10-30
Geneos Wealth Management Inc.
NEW114,330—+114,330——$4.7M—2026-11-09
K2 Financial Inc.
DECREASED60,34766,846-6,499-10%$2.7M$2.6M-$136.3K2026-10-26
Savant Capital, LLC
INCREASED54,04827,089+26,959+100%$1.1M$2.2M+$1.1M2026-11-06
Wealth Enhancement Advisory Services, LLC
DECREASED47,67053,163-5,493-10%$2.2M$2.0M-$161.8K2026-10-13
Diversified Enterprises, LLC
INCREASED38,19027,470+10,720+39%$1.1M$1.6M+$485.1K2026-10-19
Cambridge Investment Research Advisors, Inc.
DECREASED36,47737,966-1,489-4%$1.5M$1.5K-$1.5M2026-11-02
Csenge Advisory Group
DECREASED35,17436,775-1,601-4%$1.4M$1.4M-$5.4K2026-11-04
FAI Advisors, Inc.
DECREASED29,90932,524-2,615-8%$1.3M$1.2M-$54.0K2026-10-27
United Advisor Group, LLC
DECREASED21,04123,679-2,638-11%$933.2K$863.7K-$69.5K2026-11-03
Perigon Wealth Management, LLC
DECREASED18,35921,140-2,781-13%$833.1K$753.6K-$79.5K2026-10-22
WPG Advisers, LLC
INCREASED17,60616,519+1,087+7%$651.0K$722.7K+$71.7K2026-10-27
Stewardship Advisors, LLC
DECREASED13,53113,560-290%$534.4K$555.4K+$21.0K2026-10-20
Lynx Investment Advisory
DECREASED11,05511,789-734-6%$464.6K$453.8K-$10.8K2026-10-27
LPL Financial LLC
DECREASED9,2639,678-415-4%$381.4K$380.2K-$1.2K2026-11-06
LexAurum Advisors, LLC
INCREASED9,1465,130+4,016+78%$202.2K$375.4K+$173.3K2026-10-19
Concurrent Investment Advisors, LLC
DECREASED5,8486,493-645-10%$255.9K$240.1K-$15.8K2026-10-16
Accelerate Investment Advisors LLC
DECREASED5,6205,692-72-1%$224.3K$230.7K+$6.4K2026-11-02
Independent Wealth Network Inc.
NEW5,418—+5,418——$222.4K—2026-10-19
Rossby Financial, LCC
DECREASED2,6652,672-70%$105.3K$109.4K+$4.1K2026-11-05
Whipplewood Advisors, LLC
DECREASED2,0462,100-54-3%$82.8K$84.0K+$1.2K2026-10-20
Silver Grove Financial Group, Inc.
INCREASED1,6451,380+265+19%$54.4K$67.5K+$13.1K2026-11-05
Farther Finance Advisors, LLC
NEW404—+404——$16.6K—2026-10-08
Cape Investment Advisory, Inc.
INCREASED312285+27+9%$11.2K$12.8K+$1.6K2026-10-13
Assetmark, Inc
UNCHANGED27527500%$10.8K$11.3K+$4512026-10-21
IFP Advisors, Inc
UNCHANGED11211200%$4.4K$4.6K+$1842026-10-16
Creative Financial Designs Inc
NEW36—+36——$1.5K—2026-11-04
Horizon Financial Services, LLC
UNCHANGED232300%$906$944+$382026-11-04
Apella Capital, LLC
CLOSED017,620-17,620-100%$713.5K$0-$713.5K2026-10-08
AdvisorNet Financial, Inc
CLOSED01,536-1,536-100%$60.5K$0-$60.5K2026-10-15
Blue Trust, Inc.
CLOSED0206-206-100%$8.1K$0-$8.1K2026-10-15
SEI Investments Co
N/A—8,644,643-8,644,643-100%$340.7M———
S&T Bank
N/A—249,473-249,473-100%$9.8M———
Envestnet Asset Management Inc
N/A—162,828-162,828-100%$6.4M———
Beacon Pointe Advisors, LLC
N/A—151,625-151,625-100%$6.0M———
Global Retirement Partners, LLC
N/A—41,412-41,412-100%$1.6M———
NewEdge Advisors, LLC
N/A—31,197-31,197-100%$1.2M———
Goldman Sachs Group Inc
N/A—29,099-29,099-100%$1.1M———
Compass Capital Corp
N/A—26,085-26,085-100%$1.1M———
Petra Financial Advisors Inc
N/A—24,551-24,551-100%$967.6K———
Cahill Financial Advisors Inc
N/A—19,904-19,904-100%$784.4K———
Cassady Wealth & Retirement Planning, LLC
N/A—11,508-11,508-100%$453.5K———
Osaic Holdings, Inc.
N/A—10,803-10,803-100%$425.8K———
Principal Securities, Inc.
N/A—9,559-9,559-100%$376.7K———
Citadel Advisors LLC
N/A—9,370-9,370-100%$369.3K———
Stratos Wealth Partners, Ltd.
N/A—9,035-9,035-100%$356.1K———
Northern Trust Corp
N/A—6,548-6,548-100%$258.1K———
Royal Bank of Canada
N/A—1,976-1,976-100%$78.0K———
Harbour Investments, Inc.
N/A—1,872-1,872-100%$73.8K———
Continuum Advisory, LLC
N/A—1,606-1,606-100%$63.3K———
UBS Group AG
N/A—1,566-1,566-100%$61.7K———
Synergy Investment Management, LLC
N/A—941-941-100%$38.8K———
Wells Fargo & Company
N/A—816-816-100%$32.2K———
Top Private Wealth Llc.
N/A—328-328-100%$12.9K———
Northwestern Mutual Wealth Management Co
N/A—232-232-100%$9.1K———
Jones Financial Companies Lllp
N/A—145-145-100%$5.7K———
Ameriflex Group, Inc.
N/A—138-138-100%$5.4K———
JPMorgan Chase & Co
N/A—32-32-100%$1.3K———
Ameritas Advisory Services, LLC
N/A—8-8-100%$315———
Showing 61 of 61 institutions