Sequoia Global Value ETFSFGVETF
13F holders, Q1 2026 (March 31)10holders +1
1new positions
1sold out
$32.81avg. 13F price*
At the end of Q1 2026, 10 institutions reported holding Sequoia Global Value ETF (SFGV) in their 13F filings, up 1 from Q4 2025. 1 opened new positions and 1 sold out. The largest holders were Sequoia Financial Advisors, LLC ($1.0B), Cerity Partners LLC ($6.1M) and SlateStone Wealth, LLC ($2.1M).
- Company
- Sequoia Global Value ETF
- Filed as
- EA SERIES TRUST (Q1 2026)
- CUSIP
- 02072L276
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 1 | $1.1M |
| Exits | 1 | $245K |
All 13F filers, Q4 2025 → Q1 2026: 93,942 shares bought and 12,882 shares sold, net +81,060 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 10 holders
| Sequoia Financial Advisors, LLC | 5.86% | Add +0.1% | 31,830,127 | $1.0B |
| Cerity Partners LLC | 0.01% | Add +10.5% | 187,339 | $6.1M |
| SlateStone Wealth, LLC | 0.17% | No change | 63,774 | $2.1M |
| Mercer Global Advisors Inc. | 0.00% | Reduce -0.1% | 38,634 | $1.3M |
| BlackRock, Inc. | 0.00% | New | 32,191 | $1.1M |
| Forum Finance Group S.A. | 0.52% | — | 36,880 | $968K |
| Royal Bank of Canada | 0.00% | Add +4.6% | 16,897 | $555K |
| Mariner, LLC | 0.00% | No change | 16,226 | $533K |
| Osaic Holdings, Inc. | 0.00% | Add +15.6% | 7,753 | $255K |
| Susquehanna International Group, LLP | 0.00% | Reduce -41.2% | 7,274 | $239K |
"% of holder's portfolio" is SFGV's weight in each manager's 13F, not the share of Sequoia Global Value ETF the manager owns.