Diversified Enterprises’s SEI Select Small Cap ETF SEIS Stock Holding History

Diversified Enterprises’s Portfolio SEIS Stock Details SEIS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$593K	Buy	19,020 +1,386	+8%	+$45K	0.03%	250
2026 Q2	$592K	Sell	17,634 -912	-5%	-$28.4K	0.03%	227
2026 Q1	$512K	Sell	18,546 -260	-1%	-$7.5K	0.03%	237
2025 Q4	$525K	Buy	18,806 +4,159	+28%	+$115K	0.03%	209
2025 Q3	$409K	Buy	14,647 +41	+0.3%	+$1.1K	0.03%	187
2025 Q2	$374K	Buy	14,606 +120	+0.8%	+$2.87K	0.03%	196
2025 Q1	$344K	Sell	14,486 -2,405	-14%	-$61K	0.03%	204
2024 Q4	$432K	Buy	+16,891	New	+$450K	0.04%	146

Other funds holding SEIS

Summit Wealth Group (Colorado) Colorado Springs, Colorado $1.58B AUM 19.35% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return

Perigon Wealth Management San Francisco, California $6.5B AUM 20.72% 1-Year Est. Return

Lynx Investment Advisory Washington, Dc, District of Columbia $303M AUM 14.53% 1-Year Est. Return

LexAurum Advisors Overland Park, Kansas $893M AUM

Stewardship Advisors Mount Joy, Pennsylvania $480M AUM 11.7% 1-Year Est. Return

First National Trust Hermitage, Pennsylvania $2.88B AUM 20.17% 1-Year Est. Return

Pinnacle Wealth Planning Services Mansfield, Ohio $1.03B AUM 22.32% 1-Year Est. Return

Whipplewood Advisors Littleton, Colorado $148M AUM 4.82% 1-Year Est. Return

Diversified Enterprises's SEIS Position: Q3 2026 in Review

Diversified Enterprises increased its SEI Select Small Cap ETF (SEIS) stake by 7.9% in Q3 2026, buying an estimated $45K and bringing the position to 19,020 shares worth $593K. The position accounts for 0.03% of the portfolio, ranked #250.

Diversified Enterprises first reported a position in SEIS in Q4 2024 and has held it in 8 quarters since. 14 funds tracked by Wall St. Rank hold SEIS as of Q3 2026.

Diversified Enterprises held 19,020 shares of SEI Select Small Cap ETF worth $593K as of Q3 2026.
Diversified Enterprises bought 1,386 SEI Select Small Cap ETF shares in Q3 2026, an estimated $45K.
SEI Select Small Cap ETF made up 0.03% of Diversified Enterprises's portfolio in Q3 2026, its #250 holding.
Diversified Enterprises first reported a position in SEI Select Small Cap ETF in Q4 2024 and has held it in 8 quarters since.
14 funds tracked by Wall St. Rank held SEI Select Small Cap ETF as of Q3 2026.

Based on Diversified Enterprises's 13F filing for Q3 2026, filed 19 Oct 2026.