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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
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 $108B AUM 26.14% 1-Year Est. Return
SWGC
Summit Wealth Group (Colorado) Colorado Springs, Colorado $950M AUM 24.12% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
STB
S&T Bank Indiana, Pennsylvania $268M AUM 39.92% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return
BPA
Beacon Pointe Advisors Newport Beach, California $18.9B AUM 18.9% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
KF
K2 Financial Glendora, California $138M AUM 11.8% 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 SEIV Position: Q4 2025 in Review

Global Retirement Partners opened a new position in SEI QiM U.S. Large Cap Value Active ETF (SEIV) in Q4 2025: 75,188 shares worth $3.12M. The stake represents 0.06% of the portfolio and ranks #316 among its holdings. This is a return to the name: Global Retirement Partners previously reported a position in SEIV as recently as Q2 2025.

Global Retirement Partners first reported a position in SEIV in Q2 2025 and has held it in 2 quarters since. 63 funds tracked by Wall St. Rank hold SEIV as of Q4 2025.

  • Global Retirement Partners held 75,188 shares of SEI QiM U.S. Large Cap Value Active ETF worth $3.12M as of Q4 2025.
  • SEI QiM U.S. Large Cap Value Active ETF was a new Global Retirement Partners position in Q4 2025.
  • SEI QiM U.S. Large Cap Value Active ETF made up 0.06% of Global Retirement Partners's portfolio in Q4 2025, its #316 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 2 quarters since.
  • 63 funds tracked by Wall St. Rank held SEI QiM U.S. Large Cap Value Active ETF as of Q4 2025.

Based on Global Retirement Partners's 13F filing for Q4 2025, filed 6 Feb 2026.