Funds holding SEI Enhanced US Large Cap Quality Factor ETF
3 funds declare a position · 0 ETFs and 3 other funds · 6M $ · US81589A1060
Each line carries its report date.
| Rank | Fund | Shares | Value | Weight | |
|---|---|---|---|---|---|
| 1 | SAAT Aggressive Strategy Fund SEI ASSET ALLOCATION TRUST | 90,753 | 3.3M $ | 3.15 % | as of Mar 31, 2026 · Original filing |
| 2 | SAAT Market Growth Strategy Fund SEI ASSET ALLOCATION TRUST | 60,182 | 2.2M $ | 2.18 % | as of Mar 31, 2026 · Original filing |
| 3 | SAAT Core Market Strategy Fund SEI ASSET ALLOCATION TRUST | 13,767 | 501.3K $ | 1.60 % | as of Mar 31, 2026 · Original filing |
Institutional managers
46 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 | 8,212,136 | 299M $ | as of Mar 31, 2026 |
| SUMMIT WEALTH GROUP LLC / CO | 1,450,990 | 52.8M $ | as of Mar 31, 2026 |
| S&T Bank/PA | 218,418 | 8M $ | as of Mar 31, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | 160,842 | 5.9M $ | as of Mar 31, 2026 |
| TRUIST FINANCIAL CORP | 152,525 | 5.6M $ | as of Mar 31, 2026 |
| Beacon Pointe Advisors, LLC | 147,753 | 5.4M $ | as of Mar 31, 2026 |
| Merit Financial Group, LLC | 146,412 | 5.3M $ | as of Mar 31, 2026 |
| Meriwether Wealth & Planning, LLC | 128,484 | 4.7M $ | as of Mar 31, 2026 |
| K2 Financial Inc. | 64,103 | 2.5M $ | as of Mar 31, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 48,861 | 1.8M $ | as of Mar 31, 2026 |
| Csenge Advisory Group | 36,320 | 1.3M $ | as of Mar 31, 2026 |
| EXENCIAL WEALTH ADVISORS, LLC | 29,077 | 1.1M $ | as of Mar 31, 2026 |
| Ameritas Advisory Services, LLC | 27,358 | 996.1K $ | as of Mar 31, 2026 |
| Diversified Enterprises, LLC | 25,178 | 916.7K $ | as of Mar 31, 2026 |
| United Advisor Group, LLC | 23,382 | 851.3K $ | as of Mar 31, 2026 |
| OSAIC HOLDINGS, INC. | 22,825 | 831.7K $ | as of Mar 31, 2026 |
| COMPASS CAPITAL CORP /MA/ /ADV | 20,851 | 818.5K $ | as of Mar 31, 2026 |
| Apella Capital, LLC | 20,896 | 807.6K $ | as of Mar 31, 2026 |
| Perigon Wealth Management, LLC | 20,722 | 754.5K $ | as of Mar 31, 2026 |
| CAHILL FINANCIAL ADVISORS INC | 20,358 | 741.2K $ | as of Mar 31, 2026 |
| WPG Advisers, LLC | 16,826 | 612.6K $ | as of Mar 31, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 15,116 | 550.4K $ | as of Mar 31, 2026 |
| Stewardship Advisors, LLC | 13,222 | 481.4K $ | as of Mar 31, 2026 |
| Cassady Wealth & Retirement Planning, LLC | 11,076 | 427.1K $ | as of Mar 31, 2026 |
| Lynx Investment Advisory | 11,376 | 414.2K $ | as of Mar 31, 2026 |