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Disclosery

SFGV EA SERIES TRUST

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SEQU GLO VAL ETF (fund)

10 managers (10 13F filers) reported a position in SFGV shares at 2026-03-31, 32,237,095 shares in all. 1 filer opened a position and 1 filer sold out during the quarter.

Managers
10
13F filers
10
New
1
Added
4
Reduced
2
Sold out
1
Shares held by filers
32,237,095

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, Q1 2026

Filers in the available 13F reports with a share position at 2026-03-31, 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.

HolderSharesValue% of portfolioChangeSource
Sequoia Financial Advisors, LLC31,830,127$1.04B5.86%+42,16413F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC187,339$6.15M0.01%+17,80413F-HRTimelineGroup
SlateStone Wealth, LLC63,774$2.09M0.17%013F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV38,634$1.27M<0.01%-3713F-HRTimeline
BlackRock, Inc.in group BlackRock, Inc.32,191$1.06M<0.01%new13F-HRTimelineGroup
Forum Finance Group S.A.36,880$968K0.52%13F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA16,897$555K<0.01%+73813F-HRTimelineGroup
Mariner, LLCin group Mariner, LLC16,226$533K<0.01%013F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.7,753$255K<0.01%+1,04513F-HRTimelineGroup
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…7,274$239K<0.01%-5,09813F-HRTimelineGroup