Sequoia Global Value ETFSFGVETF
13F holders, Q1 2025 (March 31)7holders +1
2new positions
0sold out
$27.81avg. 13F price*
At the end of Q1 2025, 7 institutions reported holding Sequoia Global Value ETF (SFGV) in their 13F filings, up 1 from Q4 2024. 2 opened new positions and 0 sold out. The largest holders were Sequoia Financial Advisors, LLC ($935.0M), Mercer Global Advisors Inc. ($2.6M) and Jane Street Group, LLC ($281K).
- Company
- Sequoia Global Value ETF
- Filed as
- EA SERIES TRUST (Q1 2025)
- CUSIP
- 02072L276
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 2 | $935.0M |
| Exits | 0 | $0 |
All 13F filers, Q4 2024 → Q1 2025: 33,666,755 shares bought and 60,644 shares sold, net +33,606,111 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 7 holders
| Sequoia Financial Advisors, LLC | 7.22% | New | 33,619,549 | $935.0M |
| Mercer Global Advisors Inc. | 0.01% | Add +100.0% | 92,408 | $2.6M |
| Jane Street Group, LLC | 0.00% | Reduce -85.1% | 10,094 | $281K |
| Sanctuary Advisors, LLC | 0.00% | Reduce -19.4% | 7,389 | $205K |
| UBS Group AG | 0.00% | Add +21.9% | 3,352 | $93K |
| Royal Bank of Canada | 0.00% | Reduce -34.3% | 2,031 | $56K |
| CIBC Private Wealth Group LLC | 0.00% | New | 400 | $10K |
"% of holder's portfolio" is SFGV's weight in each manager's 13F, not the share of Sequoia Global Value ETF the manager owns.