GRP
SEIV icon

Global Retirement Partners’s SEI QiM U.S. Large Cap Value Active ETF SEIV Stock Holding History

Global Retirement Partners’s Portfolio SEIV Stock Details SEIV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$3.55M Buy
+73,903
New +$3.38M 0.05% 324
2025
Q4 		$3.12M Buy
+75,188
New +$3.01M 0.06% 316
2025
Q3 		– Sell
-101
Closed -$3.59K – 4007
2025
Q2 		$3.59K Buy
+101
New +$3.33K ﹤0.01% 3023

Other funds holding SEIV

SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return
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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
BPA
Beacon Pointe Advisors Newport Beach, California $21.5B AUM 23.65% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
SWM
StoneCrest Wealth Management Chandler, Arizona $313M AUM 57.57% 1-Year Est. Return
KF
K2 Financial Glendora, California $142M AUM 14.09% 1-Year Est. Return

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

Global Retirement Partners opened a new position in SEI QiM U.S. Large Cap Value Active ETF (SEIV) in Q2 2026: 73,903 shares worth $3.55M. The stake represents 0.05% of the portfolio and ranks #324 among its holdings. This is a return to the name: Global Retirement Partners previously reported a position in SEIV as recently as Q4 2025.

Global Retirement Partners first reported a position in SEIV in Q2 2025 and has held it in 3 quarters since. 76 funds tracked by Wall St. Rank hold SEIV as of Q2 2026.

  • Global Retirement Partners held 73,903 shares of SEI QiM U.S. Large Cap Value Active ETF worth $3.55M as of Q2 2026.
  • SEI QiM U.S. Large Cap Value Active ETF was a new Global Retirement Partners position in Q2 2026.
  • SEI QiM U.S. Large Cap Value Active ETF made up 0.05% of Global Retirement Partners's portfolio in Q2 2026, its #324 holding.
  • Global Retirement Partners first reported a position in SEI QiM U.S. Large Cap Value Active ETF in Q2 2025 and has held it in 3 quarters since.
  • 76 funds tracked by Wall St. Rank held SEI QiM U.S. Large Cap Value Active ETF as of Q2 2026.

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