Funds holding SEI Enhanced US Large Cap Momentum Factor ETF
3 funds declare a position · 0 ETFs and 3 other funds · 11.1M $ · US81589A2050
Each line carries its report date.
| Rank | Fund | Shares | Value | Weight | |
|---|---|---|---|---|---|
| 1 | SAAT Aggressive Strategy Fund SEI ASSET ALLOCATION TRUST | 139,937 | 6.4M $ | 6.08 % | as of Mar 31, 2026 · Original filing |
| 2 | SAAT Market Growth Strategy Fund SEI ASSET ALLOCATION TRUST | 85,089 | 3.9M $ | 3.85 % | as of Mar 31, 2026 · Original filing |
| 3 | SAAT Core Market Strategy Fund SEI ASSET ALLOCATION TRUST | 17,582 | 800.9K $ | 2.56 % | as of Mar 31, 2026 · Original filing |
Institutional managers
56 managers declare this company to the SEC (Form 13F). These positions are not counted in the totals above: a manager and its own funds file separately.
| Manager | Shares | Value | |
|---|---|---|---|
| SEI INVESTMENTS CO | 13,469,751 | 613.5M $ | as of Mar 31, 2026 |
| SUMMIT WEALTH GROUP LLC / CO | 2,410,895 | 109.8M $ | as of Mar 31, 2026 |
| Merit Financial Group, LLC | 575,358 | 26.2M $ | as of Mar 31, 2026 |
| S&T Bank/PA | 366,602 | 16.7M $ | as of Mar 31, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | 266,754 | 12.2M $ | as of Mar 31, 2026 |
| TRUIST FINANCIAL CORP | 252,371 | 11.5M $ | as of Mar 31, 2026 |
| Beacon Pointe Advisors, LLC | 244,064 | 11.1M $ | as of Mar 31, 2026 |
| K2 Financial Inc. | 104,952 | 5.3M $ | as of Mar 31, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 84,537 | 3.9M $ | as of Mar 31, 2026 |
| Csenge Advisory Group | 59,254 | 2.7M $ | as of Mar 31, 2026 |
| EXENCIAL WEALTH ADVISORS, LLC | 47,752 | 2.2M $ | as of Mar 31, 2026 |
| Meriwether Wealth & Planning, LLC | 47,658 | 2.2M $ | as of Mar 31, 2026 |
| Ameritas Advisory Services, LLC | 45,051 | 2.1M $ | as of Mar 31, 2026 |
| Diversified Enterprises, LLC | 41,501 | 1.9M $ | as of Mar 31, 2026 |
| COMPASS CAPITAL CORP /MA/ /ADV | 34,169 | 1.8M $ | as of Mar 31, 2026 |
| United Advisor Group, LLC | 38,365 | 1.7M $ | as of Mar 31, 2026 |
| Apella Capital, LLC | 34,064 | 1.7M $ | as of Mar 31, 2026 |
| CAHILL FINANCIAL ADVISORS INC | 35,619 | 1.6M $ | as of Mar 31, 2026 |
| OSAIC HOLDINGS, INC. | 34,777 | 1.6M $ | as of Mar 31, 2026 |
| Perigon Wealth Management, LLC | 33,682 | 1.5M $ | as of Mar 31, 2026 |
| LPL Financial LLC | 22,045 | 1M $ | as of Mar 31, 2026 |
| Stewardship Advisors, LLC | 21,986 | 1M $ | as of Mar 31, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 20,419 | 930.1K $ | as of Mar 31, 2026 |
| Cassady Wealth & Retirement Planning, LLC | 18,195 | 925.4K $ | as of Mar 31, 2026 |
| Cetera Investment Advisers | 20,243 | 922.1K $ | as of Mar 31, 2026 |