SFGV EA SERIES TRUST
FollowSEQU GLO VAL ETF (fund)
11 managers (11 13F filers) reported a position in SFGV shares at 2026-06-30, 31,910,942 shares in all. 1 filer opened a position and 0 filers sold out during the quarter.
- Managers
- 11
- 13F filers
- 11
- New
- 1
- Added
- 2
- Reduced
- 2
- Sold out
- 0
- Shares held by filers
- 31,910,942
Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.
13D and 13G filers
No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.
Insider trades
No Form 4 transaction on this security in the data.
13F holders, Q2 2026
Filers in the available 13F reports with a share position at 2026-06-30, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.
| Holder | Shares | Value | % of portfolio | Change | Source |
|---|---|---|---|---|---|
| Sequoia Financial Advisors, LLC | 31,470,764 | $1.1B | 5.52% | -359,363 | 13F-HRTimeline |
| Cerity Partners LLCin group Cerity Partners LLC | 187,339 | $6.57M | 0.01% | 0 | 13F-HRTimelineGroup |
| Forum Finance Group S.A. | 80,834 | $2.29M | 0.83% | +43,954 | 13F-HRTimeline |
| SlateStone Wealth, LLC | 63,774 | $2.24M | 0.17% | 0 | 13F-HRTimeline |
| MERCER GLOBAL ADVISORS INC /ADV | 38,634 | $1.36M | <0.01% | 0 | 13F-HR/ATimeline |
| BlackRock, Inc.in group BlackRock, Inc. | 32,191 | $1.13M | <0.01% | 0 | 13F-HRTimelineGroup |
| Mariner, LLCin group Mariner, LLC | 16,226 | $569K | <0.01% | 0 | 13F-HRTimelineGroup |
| OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC. | 9,121 | $321K | <0.01% | +1,368 | 13F-HRTimelineGroup |
| SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO… | 7,274 | $255K | <0.01% | 0 | 13F-HRTimelineGroup |
| ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA | 4,687 | $164K | <0.01% | -12,210 | 13F-HRTimelineGroup |
| UBS Group AGin group UBS Group AG | 98 | $3.44K | <0.01% | new | 13F-HRTimelineGroup |