Sequoia Global Value ETFSFGVETF
13F holders, Q2 2026 (June 30)11holders +1
1new positions
0sold out
$35.07avg. 13F price*
At the end of Q2 2026, 11 institutions reported holding Sequoia Global Value ETF (SFGV) in their 13F filings, up 1 from Q1 2026. 1 opened new positions and 0 sold out. The largest holders were Sequoia Financial Advisors, LLC ($1.1B), Cerity Partners LLC ($6.6M) and Forum Finance Group S.A. ($2.3M).
- Company
- Sequoia Global Value ETF
- Filed as
- EA SERIES TRUST (Q2 2026)
- CUSIP
- 02072L276
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2026 → Q2 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 1 | $3K |
| Exits | 0 | $0 |
All 13F filers, Q1 2026 → Q2 2026: 45,420 shares bought and 371,573 shares sold, net −326,153 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 11 holders
| Sequoia Financial Advisors, LLC | 5.52% | Reduce -1.1% | 31,470,764 | $1.1B |
| Cerity Partners LLC | 0.01% | No change | 187,339 | $6.6M |
| Forum Finance Group S.A. | 0.83% | Add +119.2% | 80,834 | $2.3M |
| SlateStone Wealth, LLC | 0.17% | No change | 63,774 | $2.2M |
| Mercer Global Advisors Inc. | 0.00% | No change | 38,634 | $1.4M |
| BlackRock, Inc. | 0.00% | No change | 32,191 | $1.1M |
| Mariner, LLC | 0.00% | No change | 16,226 | $569K |
| Osaic Holdings, Inc. | 0.00% | Add +17.6% | 9,121 | $321K |
| Susquehanna International Group, LLP | 0.00% | No change | 7,274 | $255K |
| Royal Bank of Canada | 0.00% | Reduce -72.3% | 4,687 | $164K |
| UBS Group AG | 0.00% | New | 98 | $3K |
"% of holder's portfolio" is SFGV's weight in each manager's 13F, not the share of Sequoia Global Value ETF the manager owns.