Sequoia Global Value ETFSFGVETF
13F holders, Q2 2025 (June 30)8holders +1
2new positions
1sold out
1famous investor
$29.26avg. 13F price*
At the end of Q2 2025, 8 institutions reported holding Sequoia Global Value ETF (SFGV) in their 13F filings, up 1 from Q1 2025. 2 opened new positions and 1 sold out. The largest holders were Sequoia Financial Advisors, LLC ($986.9M), SlateStone Wealth, LLC ($2.1M) and Mercer Global Advisors Inc. ($1.4M). One famous investor held it Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- Sequoia Global Value ETF
- Filed as
- EA SERIES TRUST (Q2 2025)
- CUSIP
- 02072L276
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2025 → Q2 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 2 | $2.4M |
| Exits | 1 | $205K |
All 13F filers, Q1 2025 → Q2 2025: 207,334 shares bought and 53,753 shares sold, net +153,581 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 8 holders
| Sequoia Financial Advisors, LLC | 6.77% | Add +0.3% | 33,727,130 | $986.9M |
| SlateStone Wealth, LLC | 0.20% | New | 72,443 | $2.1M |
| Mercer Global Advisors Inc. | 0.00% | Reduce -50.0% | 46,204 | $1.4M |
| Jane Street Group, LLC | 0.00% | Add +127.1% | 22,922 | $671K |
| Citadel Advisors | 0.00% | New | 10,660 | $312K |
| Royal Bank of Canada | 0.00% | Add +134.0% | 4,753 | $139K |
| UBS Group AG | 0.00% | Add +32.8% | 4,452 | $130K |
| CIBC Private Wealth Group LLC | 0.00% | Reduce -40.0% | 240 | $7K |
"% of holder's portfolio" is SFGV's weight in each manager's 13F, not the share of Sequoia Global Value ETF the manager owns.