Sequoia Global Value ETF (SFGV)

ETF ยท NYSE Arca

Sequoia Global Value ETF (SFGV) is an exchange-traded fund listed on NYSE Arca, where it has traded since January 17, 2024.

Type
Exchange-traded fund
Listed On
NYSE Arca
Listed Since
January 17, 2024

Institutional ownership

In 13F filings for the quarter ended June 30, 2026, 10 institutions reported holding SFGV, with 31.8 million shares worth $1.1 billion in aggregate. The largest reported holder was Sequoia Financial Advisors, with 31.5 million shares worth $1.1 billion. Of the 5 largest holders listed below, 1 added shares, 1 reduced its position and 3 held their positions unchanged during the quarter.

InstitutionSharesValueQuarter change
Sequoia Financial Advisors31,470,764$1.1BReduced 1.13%
Cerity Partners187,339$7MUnchanged
Forum Finance Group80,834$2MAdded 119.18%
Mercer Global Advisors Inc /Adv38,634$1MUnchanged
BlackRock32,191$1MUnchanged

Form 13F is a quarterly report that institutional investment managers with at least $100 million in qualifying securities file with the SEC. It lists long positions as of the last day of the quarter and is due within 45 days of quarter end, so these holdings describe that date rather than today.

Frequently asked questions

What is SFGV?

Sequoia Global Value ETF (SFGV) is an exchange-traded fund listed on NYSE Arca, where it has traded since January 17, 2024.

Who are the largest institutional holders of SFGV?

In 13F filings for the quarter ended June 30, 2026, the largest reported holders of SFGV were Sequoia Financial Advisors, Cerity Partners and Forum Finance Group.

How many institutions own SFGV?

10 institutions reported a position in SFGV for the quarter ended June 30, 2026, worth $1.1 billion in total.

Did institutions buy or sell SFGV last quarter?

Of the 5 largest reported holders, 1 added shares, 1 reduced its position and 3 held their positions unchanged during the quarter. Every reported holder and its change is on the SentiSense ownership page for SFGV.

Every reported institutional holder, plus insider and congressional trades in SFGV, on SentiSense.