SEI EXCHANGE TRADED FUNDS (QALT)
Institutional ownership reported to the SEC as of Q2 2026, across 4 quarters.
37
Reporting holders
$28.7M
Reported value
0.0%
Held as options
+7
Holder change
Options share is the part of reported value carried in derivative lines rather than shares. A high figure means institutions are expressing a view on this security without owning much of it.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| Merit Financial Group, LLC | $13.2M | 496,526 | 0.04% | 4q | +104.0%+$6.7M |
| OSAIC HOLDINGS, INC. | $6.5M | 246,018 | 0.01% | 4q | +2.3%+$145.3K |
| James Hambro & Partners LLP | $1.4M | 52,283 | 0.05% | 4q | HELD |
| 55 North Private Wealth, LLC | $1.2M | 45,186 | 0.24% | new | NEW |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $1.1M | 43,224 | 0.00% | 4q | -1.7%-$20.0K |
| SEI INVESTMENTS CO | $698.0K | 26,295 | 0.00% | new | NEW |
| ENVESTNET ASSET MANAGEMENT INC | $528.7K | 19,918 | 0.00% | 4q | +30.0%+$122.0K |
| Stewardship Advisors, LLC | $522.5K | 19,684 | 0.11% | 4q | HELD |
| AMERIFLEX GROUP, INC. | $436.4K | 16,440 | 0.18% | new | NEW |
| CORA CAPITAL ADVISORS LLC | $418.3K | 15,758 | 0.12% | 3q | HELD |
| Beacon Pointe Advisors, LLC | $370.7K | 13,969 | 0.00% | 2q | -7.7%-$30.8K |
| LexAurum Advisors, LLC | $305.9K | 11,524 | 0.04% | 3q | -3.5%-$11.2K |
| LPL Financial LLC | $275.5K | 10,380 | 0.00% | new | NEW |
| Apeiron RIA LLC | $249.8K | 1,387 | 0.06% | new | NEW |
| Patriot Financial Group Insurance Agency, LLC | $235.9K | 8,887 | 0.02% | 4q | -53.6%-$272.4K |
| COMPASS CAPITAL CORP /MA/ /ADV | $222.1K | 8,353 | 0.07% | 2q | +1.8%+$3.9K |
| Advisory Services Network, LLC | $210.6K | 7,936 | 0.00% | 2q | -6.3%-$14.3K |
| ROYAL BANK OF CANADA | $150.0K | 5,653 | 0.00% | 4q | +226.2%+$104.0K |
| Global Retirement Partners, LLC | $132.8K | 5,004 | 0.00% | 2q | -17.5%-$28.2K |
| Capital Investment Advisory Services, LLC | $105.7K | 3,981 | 0.01% | new | NEW |
| Silver Grove Financial Group, Inc. | $66.1K | 2,491 | 0.04% | 3q | HELD |
| Innovative Asset Advisors Group, LLC | $52.1K | 1,964 | 0.02% | new | NEW |
| WPG Advisers, LLC | $45.9K | 1,731 | 0.03% | 4q | -0.9% |
| Pinnacle Wealth Planning Services, Inc. | $45.3K | 1,708 | 0.00% | 3q | HELD |
| JPMORGAN CHASE & CO | $35.5K | 1,353 | 0.00% | 2q | HELD |
| UBS Group AG | $30.4K | 1,146 | 0.00% | 4q | +1119.1%+$27.9K |
| Cornerstone National Bank & Trust Co | $16.6K | 626 | 0.01% | 4q | -20.3%-$4.2K |
| Rossby Financial, LCC | $14.2K | 536 | 0.00% | 2q | HELD |
| Whipplewood Advisors, LLC | $10.8K | 405 | 0.01% | 3q | HELD |
| Ameritas Advisory Services, LLC | $9.6K | 363 | 0.00% | 4q | -98.9%-$855.6K |
| MORGAN STANLEY | $7.0K | 265 | 0.00% | 2q | -1.1% |
| FMR LLC | $6.3K | 237 | 0.00% | new | NEW |
| Cape Investment Advisory, Inc. | $4.8K | 180 | 0.00% | new | NEW |
| Allworth Financial LP | $4.7K | 175 | 0.00% | 4q | -44.3%-$3.7K |
| Farther Finance Advisors, LLC | $4.1K | 153 | 0.00% | 2q | +64.5%+$1.6K |
| IFG Advisory, LLC | $1.6K | 60 | 0.00% | 2q | HELD |
| Janney Montgomery Scott LLC | $521 | 19,641 | 0.00% | 4q | HELD |
| WELLS FARGO & COMPANY/MN | $345 | 13 | 0.00% | new | NEW |
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 37 | $28.7M | 1,071,812 | 10 | 7 | 11 | 0.0% |
| Q1 2026 | 30 | $19.0M | 751,134 | 9 | 6 | 10 | 0.0% |
| Q4 2025 | 25 | $37.8M | 1,516,613 | 8 | 7 | 8 | 0.0% |
| Q3 2025 | 22 | $18.7M | 737,137 | 22 | 0 | 0 | 0.0% |