Sequoia Global Value ETFSFGVETF
13F holders, Q4 2025 (December 31)9holders +3
4new positions
1sold out
1famous investor
$31.59avg. 13F price*
At the end of Q4 2025, 9 institutions reported holding Sequoia Global Value ETF (SFGV) in their 13F filings, up 3 from Q3 2025. 4 opened new positions and 1 sold out. The largest holders were Sequoia Financial Advisors, LLC ($1.0B), Cerity Partners LLC ($5.4M) and SlateStone Wealth, LLC ($2.0M). One famous investor held it Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- Sequoia Global Value ETF
- Filed as
- EA SERIES TRUST (Q4 2025)
- CUSIP
- 02072L276
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 4 | $6.2M |
| Exits | 1 | $483K |
All 13F filers, Q3 2025 → Q4 2025: 196,362 shares bought and 381,349 shares sold, net −184,987 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 9 holders
| Sequoia Financial Advisors, LLC | 5.62% | Reduce -1.1% | 31,787,963 | $1.0B |
| Cerity Partners LLC | 0.01% | New | 169,535 | $5.4M |
| SlateStone Wealth, LLC | 0.17% | No change | 63,774 | $2.0M |
| Mercer Global Advisors Inc. | 0.00% | Reduce -2.1% | 38,671 | $1.2M |
| Mariner, LLC | 0.00% | Reduce -0.0% | 16,226 | $513K |
| Royal Bank of Canada | 0.00% | Reduce -57.8% | 16,159 | $510K |
| Susquehanna International Group, LLP | 0.00% | New | 12,372 | $391K |
| Citadel Advisors | 0.00% | New | 7,747 | $245K |
| Osaic Holdings, Inc. | 0.00% | New | 6,708 | $212K |
"% of holder's portfolio" is SFGV's weight in each manager's 13F, not the share of Sequoia Global Value ETF the manager owns.