Who owns Sequoia Global Value ETF?
Prices and market caps: Cboe delayed data, at least 15 minutes delayed. Not real-time. Fundamentals from company filings.
Institutional ownership of SFGV from SEC Form 13F filings across 11 reporting managers. All positions are from one synchronized reporting period — 2026-06-30 books, filed up to 45 days after quarter end — so every row is comparable.
As of the 2026-06-30 reporting period, 11 institutions disclosed 31.9M shares of Sequoia Global Value ETF worth $1.12B — about 99% of shares outstanding; the largest disclosed holder is Sequoia Financial Advisors, LLC. Source: SEC Form 13F filings, parsed by EvidInvest.
11
13F holders
$1.12B
value, 2026 filers
99%
of shares outstanding (31.9M sh)
2
new positions (2026 filers)
Top institutional holders
ordered by shares owned · positions as of 2026-06-30 · % of fund = share of the manager's own book · % of co. = share of SFGV's shares outstanding
| # | Manager | Shares | Value | % of fund | % of co. | Δ shares QoQ |
|---|---|---|---|---|---|---|
| 1 | Sequoia Financial Advisors, LLC | 31.5M | $1.10B | 5.5% | 97.6% | -1.1% |
| 2 | Cerity Partners LLC | 187,339 | $6.6M | 0.0% | 0.6% | 0.0% |
| 3 | Forum Finance Group S.A. | 80,834 | $2.3M | 0.8% | 0.3% | +119.2% |
| 4 | SlateStone Wealth, LLCNEW | 63,774 | $2.2M | 0.2% | 0.2% | new |
| 5 | MERCER GLOBAL ADVISORS INC /ADV | 38,634 | $1.4M | 0.0% | 0.1% | 0.0% |
| 6 | BlackRock, Inc. | 32,191 | $1.1M | 0.0% | 0.1% | 0.0% |
| 7 | Mariner, LLC | 16,226 | $569,394 | 0.0% | 0.1% | 0.0% |
| 8 | OSAIC HOLDINGS, INC. | 9,121 | $320,733 | 0.0% | 0% | +17.6% |
| 9 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 7,274 | $255,252 | 0.0% | 0% | 0.0% |
| 10 | ROYAL BANK OF CANADA | 4,687 | $164,000 | 0.0% | 0% | -72.3% |
| 11 | UBS Group AGNEW | 98 | $3,439 | 0.0% | 0% | new |
Source: SEC Form 13F-HR filings (institutional managers over $100M in US-listed positions). 13Fs disclose long positions only, up to 45 days after quarter end; each manager's latest filed quarter is shown per row and dollar values are the manager's filed marks. Aggregates labeled "2026 filers" count only managers whose latest book is a 2026 quarter. Related: valuation · options positioning · supply chain. Research, not investment advice.