Sequoia Global Value ETFSFGVETF
13F holders, Q3 2025 (September 30)6holders −2
2new positions
4sold out
$31.10avg. 13F price*
At the end of Q3 2025, 6 institutions reported holding Sequoia Global Value ETF (SFGV) in their 13F filings, down 2 from Q2 2025. 2 opened new positions and 4 sold out. The largest holders were Sequoia Financial Advisors, LLC ($999.4M), SlateStone Wealth, LLC ($2.0M) and Mercer Global Advisors Inc. ($1.2M).
- Company
- Sequoia Global Value ETF
- Filed as
- EA SERIES TRUST (Q3 2025)
- CUSIP
- 02072L276
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2025 → Q3 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 2 | $988K |
| Exits | 4 | $1.1M |
All 13F filers, Q2 2025 → Q3 2025: 65,319 shares bought and 1,649,981 shares sold, net −1,584,662 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 6 holders
| Sequoia Financial Advisors, LLC | 6.09% | Reduce -4.7% | 32,130,783 | $999.4M |
| SlateStone Wealth, LLC | 0.17% | Reduce -12.0% | 63,774 | $2.0M |
| Mercer Global Advisors Inc. | 0.00% | Reduce -14.5% | 39,513 | $1.2M |
| Royal Bank of Canada | 0.00% | Add +706.0% | 38,309 | $1.2M |
| Mariner, LLC | 0.00% | New | 16,227 | $505K |
| Old Mission Capital LLC | 0.02% | New | 15,536 | $483K |
"% of holder's portfolio" is SFGV's weight in each manager's 13F, not the share of Sequoia Global Value ETF the manager owns.