§ EQUITY
USDSEIM
SEI QIM US LARGE CAP MOMENTU
USD
§ 01 · PRICE
Price action
1D5D1M6MYTD1YMAX
OPEN 50.53HIGH 50.82LOW 49.83
§ 03 · SIGNAL STACK · WHAT THE INPUTS SAY
13F FLOW
36 increased/new, 31 decreased/exited (13F)
AC 13F Analysis
§ 05 · WHO OWNS IT
Top institutional holders
| Fund | Shares | % port | Δ Q/Q |
|---|---|---|---|
| SEI INVESTMENTS CO | 13.5M | 0.6% | +3% |
| SUMMIT WEALTH GROUP LLC / CO | 2.4M | 11.6% | +26% |
| Merit Financial Group, LLC | 575K | 0.2% | +512% |
| S&T Bank/PA | 367K | 6.2% | +13% |
| ENVESTNET ASSET MANAGEMENT INC | 267K | 0.0% | +0% |
| TRUIST FINANCIAL CORP | 252K | 0.0% | +1% |
◇ AC INTELLIGENCE
Top institutional owners for SEIM as of the most recent 13F reporting period (Q1 2026 · Period ended Mar 31). Δ Q/Q reflects share-count change vs. the prior filing — positive green means adding, negative red means trimming. Cross-reference with the ownership-mix bars below to see which strategy cohort is driving the flow.
§ 06 · WHO OWNS IT · BY STRATEGY
OTHER96.5% · 49 holders
DEALER / BANK3.5% · 6 holders
TACTICAL / MACRO0.1% · 1 holder
◇ AC INTELLIGENCE
Ownership mix by behavioral cohort. Top bars indicate which style of capital dominates the float — passive indexing, quality compounders, dealer/bank, systematic quant, etc. Big quality-compounder share means concentrated active conviction; heavy passive share means flows are dictated by index rebalances, not fundamentals.
§ 07 · INSIDER ACTIVITY · LAST 180 DAYS
NO INSIDER FILINGS
◇ AC INTELLIGENCE
No Form 4 filings on record for SEIM in the last 180 days.
§ 08 · COVERAGE · OUR RECENT NOTES
No notes mention SEIM yet.