GRP
SEIS

Global Retirement Partners’s SEI Select Small Cap ETF SEIS Stock Holding History

Global Retirement Partners’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
Q2 		$907K Buy
+27,045
New +$844K 0.01% 790
2025
Q4 		$541K Buy
+19,376
New +$538K 0.01% 924

Other funds holding SEIS

SWGC
Summit Wealth Group (Colorado) Colorado Springs, Colorado $1.21B AUM 30.23% 1-Year Est. Return
STB
S&T Bank Indiana, Pennsylvania $333M AUM 106.39% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
CCC
Compass Capital Corp Braintree, Massachusetts $307M AUM 30.03% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
PWM
Perigon Wealth Management San Francisco, California $6.36B AUM 28.76% 1-Year Est. Return
PFA
Petra Financial Advisors Colorado Srpings, Colorado $216M AUM 40.32% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Global Retirement Partners's SEIS Position: Q2 2026 in Review

Global Retirement Partners opened a new position in SEI Select Small Cap ETF (SEIS) in Q2 2026: 27,045 shares worth $907K. The stake represents 0.01% of the portfolio and ranks #790 among its holdings. This is a return to the name: Global Retirement Partners previously reported a position in SEIS as recently as Q4 2025.

Global Retirement Partners first reported a position in SEIS in Q4 2025 and has held it in 2 quarters since. 35 funds tracked by Wall St. Rank hold SEIS as of Q2 2026.

  • Global Retirement Partners held 27,045 shares of SEI Select Small Cap ETF worth $907K as of Q2 2026.
  • SEI Select Small Cap ETF was a new Global Retirement Partners position in Q2 2026.
  • SEI Select Small Cap ETF made up 0.01% of Global Retirement Partners's portfolio in Q2 2026, its #790 holding.
  • Global Retirement Partners first reported a position in SEI Select Small Cap ETF in Q4 2025 and has held it in 2 quarters since.
  • 35 funds tracked by Wall St. Rank held SEI Select Small Cap ETF as of Q2 2026.

Based on Global Retirement Partners's 13F filing for Q2 2026, filed 6 Aug 2026.