SEI EXCHANGE TRADED FUNDS QALT
DBI MULTI-STRGY · ETP · CUSIP 81589A809
27
institutional holders
+2 vs Q3 2025
1.5m
shares reported held*
$38.3mreported value*
8 new
7 added
10 reduced
4 sold out
net bought ≈ $19.9m (+799.5k shares)
* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once. Holder counts are more reliable. Implied quarter-end price ≈ $24.95.
Trends to Q4 2025
Institutional holders
Managers reporting a position, each quarter
Numbers
| Quarter | Holders |
|---|---|
| Q3 2025 | 25 |
| Q4 2025 | 27 |
Biggest buyers
| OSAIC HOLDINGS, INC. | Added | +738.6k |
| Ameritas Advisory Services, LLC | Added | +32.8k |
| CORA CAPITAL ADVISORS LLC | New | +15.5k |
| Merit Financial Group, LLC | Added | +9.0k |
| Global Retirement Partners, LLC | New | +6.1k |
| ENVESTNET ASSET MANAGEMENT INC | Added | +3.5k |
| Silver Grove Financial Group, Inc. | New | +2.5k |
| Stewardship Advisors, LLC | Added | +2.5k |
| Pinnacle Wealth Planning Services, Inc. | New | +1.7k |
| JANE STREET GROUP, LLC | Added | +1.6k |
Biggest sellers
| Mariner, LLC | Sold out | -8.0k |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | Reduced | -3.7k |
| CWM, LLC | Reduced | -1.4k |
| JPMORGAN CHASE & CO | Sold out | -682 |
| Janney Montgomery Scott LLC | Reduced | -681 |
| Cornerstone National Bank & Trust Co | Reduced | -548 |
| ROYAL BANK OF CANADA | Reduced | -430 |
| Csenge Advisory Group | Reduced | -281 |
| UBS Group AG | Reduced | -250 |
| Allworth Financial LP | Reduced | -103 |
Holders, Q4 2025
| Manager | Shares | Change |
|---|---|---|
| OSAIC HOLDINGS, INC. 0.04% of their portfolio | 974.9k $24.3m | Added +738.6k |
| Merit Financial Group, LLC 0.05% of their portfolio | 234.0k $5.8m | Added +9.0k |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 0.00% of their portfolio | 97.9k $2.5m | Reduced -3.7k |
| James Hambro & Partners LLP 0.05% of their portfolio | 52.3k $1.3m | Unchanged |
| Ameritas Advisory Services, LLC 0.03% of their portfolio | 33.1k $826.4k | Added +32.8k |
| Stewardship Advisors, LLC 0.11% of their portfolio | 19.3k $480.4k | Added +2.5k |
| INSIGNEO ADVISORY SERVICES, LLC 0.03% of their portfolio | 18.2k $452.8k | Added +454 |
| Janney Montgomery Scott LLC 0.00% of their portfolio | 18.1k $452.0k | Reduced -681 |
| CORA CAPITAL ADVISORS LLC 0.15% of their portfolio | 15.5k $387.3k | New |
| ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio | 15.1k $375.4k | Added +3.5k |
| JANE STREET GROUP, LLC 0.00% of their portfolio | 11.9k $296.3k | Added +1.6k |
| Csenge Advisory Group 0.01% of their portfolio | 11.5k $286.0k | Reduced -281 |
| Patriot Financial Group Insurance Agency, LLC 0.03% of their portfolio | 10.9k $272.0k | Reduced -73 |
| Global Retirement Partners, LLC 0.00% of their portfolio | 6.1k $151.2k | New |
| Cornerstone National Bank & Trust Co 0.06% of their portfolio | 5.7k $142.0k | Reduced -548 |
| Silver Grove Financial Group, Inc. 0.05% of their portfolio | 2.5k $62.1k | New |
| ROYAL BANK OF CANADA 0.00% of their portfolio | 2.2k $54.0k | Reduced -430 |
| WPG Advisers, LLC 0.03% of their portfolio | 1.7k $43.6k | Unchanged |
| Pinnacle Wealth Planning Services, Inc. 0.00% of their portfolio | 1.7k $42.8k | New |
| Turning Point Benefit Group, Inc. 0.01% of their portfolio | 1.0k $25.5k | New |
| CWM, LLC 0.00% of their portfolio | 494 $12.0k | Reduced -1.4k |
| Allworth Financial LP 0.00% of their portfolio | 438 $10.9k | Reduced -103 |
| Whipplewood Advisors, LLC 0.01% of their portfolio | 405 $10.1k | New |
| UBS Group AG 0.00% of their portfolio | 203 $5.1k | Reduced -250 |
| Cape Investment Advisory, Inc. 0.00% of their portfolio | 177 $4.4k | Reduced -10 |
| ASSETMARK, INC 0.00% of their portfolio | 27 $673 | New |
| BANK OF AMERICA CORP /DE/ 0.00% of their portfolio | 10 $249 | New |