SFGV EA SERIES TRUST
FollowSEQU GLO VAL ETF (fund)
9 managers (9 13F filers) reported a position in SFGV shares at 2025-06-30, 33,888,804 shares in all. 2 filers opened a position and 1 filer sold out during the quarter.
- Managers
- 9
- 13F filers
- 9
- New
- 2
- Added
- 4
- Reduced
- 2
- Sold out
- 1
- Shares held by filers
- 33,888,804
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 2025
Filers in the available 13F reports with a share position at 2025-06-30, 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 | 33,727,130 | $987M | 6.77% | +107,581 | 13F-HRTimeline |
| SlateStone Wealth, LLC | 72,443 | $2.12M | 0.2% | new | 13F-HRTimeline |
| MERCER GLOBAL ADVISORS INC /ADV | 46,204 | $1.35M | <0.01% | -46,204 | 13F-HRTimeline |
| JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC | 22,922 | $671K | <0.01% | +12,828 | 13F-HRTimelineGroup |
| CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC | 10,660 | $312K | <0.01% | new | 13F-HRTimelineGroup |
| ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA | 4,753 | $139K | <0.01% | +2,722 | 13F-HR/ATimelineGroup |
| UBS Group AGin group UBS Group AG | 4,452 | $130K | <0.01% | +1,100 | 13F-HRTimelineGroup |
| CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc. | 240 | $7.02K | <0.01% | -160 | 13F-HRTimelineGroup |
| CONCOURSE FINANCIAL GROUP SECURITIES, I… | 0 | $0 | 0 | 13F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios. |