SEQUOIA GLOBAL VALUE ETF SFGV
$35.26
+0.7% 52w: $27.85 – $35.39
Latest 13F among current holders filed 1 month ago (May 15, 2026)
Price — last 12 months
research preview data27.8531.6235.39
Jun 20, 2025 Jul 2, 2026
Institutional holders
10
+1 QoQ
13F value
$1.06B
+4.3% QoQ
Smart-money holders
0
signal tier ≥ 2
New smart buyers
0
Q1 2026
Institutional value by quarter
Number of holders
Who owns SFGV?
Q1 2026 filings| Fund | Type | Shares | Value | % of fund | Change |
|---|---|---|---|---|---|
| Sequoia Financial Advisors, LLC | Wealth advisor | 31.8M | $1.04B | 5.9% | +0.1% |
| Cerity Partners LLC | Diversified mechanical | 187.3K | $6.1M | 0.0% | +10.5% |
| SlateStone Wealth, LLC | Other | 63.8K | $2.1M | 0.2% | Held |
| MERCER GLOBAL ADVISORS INC /ADV | Wealth advisor | 38.6K | $1.3M | 0.0% | -0.1% |
| BlackRock, Inc. | Index provider | 32.2K | $1.1M | 0.0% | New |
| Forum Finance Group S.A. | Other | 36.9K | $968K | 0.5% | — |
| ROYAL BANK OF CANADA | Bank broker | 16.9K | $555K | 0.0% | +4.6% |
| Mariner, LLC | Diversified mechanical | 16.2K | $533K | 0.0% | Held |
| OSAIC HOLDINGS, INC. | Wealth advisor | 7.8K | $255K | 0.0% | +15.6% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Market maker | 7.3K | $239K | 0.0% | -41.2% |
Exits are not a bearish signal: our backtest shows stocks specialists exit keep outperforming for 3+ quarters — selling usually means profit-taking, not a forecast.