Who owns SFGV?
Sequoia Global Value ETF
11 institutions reported holding SFGV, worth $1.1B, in Form 13F filings for June 30, 2026.
Top 10 institutional holders of SFGV
| Firm | Location | Value | Shares | Change |
|---|---|---|---|---|
| Sequoia Financial Advisors, LLC | Akron, OH | $1.1B | 31,470,764 | −359,363 shares |
| Cerity Partners LLC | New York, NY | $6.6M | 187,339 | No change |
| Forum Finance Group S.A. | Geneva, Switzerland | $2.3M | 80,834 | +43,954 shares |
| SlateStone Wealth, LLC | Jupiter, FL | $2.2M | 63,774 | No change |
| Mercer Global Advisors Inc. | Denver, CO | $1.4M | 38,634 | No change |
| BlackRock, Inc. | New York, NY | $1.1M | 32,191 | No change |
| Mariner, LLC | Overland Park, KS | $569K | 16,226 | No change |
| Osaic Holdings, Inc. | Scottsdale, AZ | $321K | 9,121 | +1,368 shares |
| Susquehanna International Group, LLP | Bala Cynwyd, PA | $255K | 7,274 | No change |
| Royal Bank of Canada | Toronto, Ontario, Canada | $164K | 4,687 | −12,210 shares |
From SEC Form 13F, for managers with $100M+ in US securities. Change compares June 30, 2026 with March 31, 2026. “New position” means no holding in the prior filing we have.
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Frequently asked questions
Who owns SFGV?
11 institutional managers reported holding SFGV in Form 13F filings for June 30, 2026, worth $1.1B in total. The largest reported position was held by Sequoia Financial Advisors, LLC, at $1.1B.
Did institutions buy or sell SFGV last quarter?
Reported 13F value rose 5.8% from March 31, 2026, which includes price moves as well as buying and selling. 1 firms reported a new position and 0 sold all of theirs.
What is a Form 13F?
A quarterly report filed with the SEC by institutional investment managers with $100 million or more in qualifying US securities. It lists their long positions at quarter end. It doesn't cover retail investors, cash, short positions, or managers under the threshold, so it shows part of a fund's ownership, not all of it.
How often is SFGV ownership data updated?
13F filings are due 45 days after each quarter ends. The next set is due around mid-November. Positions can be up to about four and a half months old by the time a new set arrives.