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Sequoia Global Value ETF (SFGV)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Epiq Partners, LLC
NEW
Shares27,318
Change+27,318
Value$960.3K
Filed 2026-10-07
Sequoia Financial Advisors, LLC
N/A
Shares— from 31,470,764
Change-31,470,764 (-100%)
Value—
Cerity Partners LLC
N/A
Shares— from 187,339
Change-187,339 (-100%)
Value—
Forum Finance Group S.A.
N/A
Shares— from 80,834
Change-80,834 (-100%)
Value—
SlateStone Wealth, LLC
N/A
Shares— from 63,774
Change-63,774 (-100%)
Value—
Mercer Global Advisors Inc
N/A
Shares— from 38,634
Change-38,634 (-100%)
Value—
BlackRock, Inc.
N/A
Shares— from 32,191
Change-32,191 (-100%)
Value—
Mariner, LLC
N/A
Shares— from 16,226
Change-16,226 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 9,121
Change-9,121 (-100%)
Value—
Susquehanna International Group, LLP
N/A
Shares— from 7,274
Change-7,274 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 4,687
Change-4,687 (-100%)
Value—
UBS Group AG
N/A
Shares— from 98
Change-98 (-100%)
Value—
Status
Epiq Partners, LLC
NEW27,318—+27,318——$960.3K—2026-10-07
Sequoia Financial Advisors, LLC
N/A—31,470,764-31,470,764-100%$1.1B———
Cerity Partners LLC
N/A—187,339-187,339-100%$6.6M———
Forum Finance Group S.A.
N/A—80,834-80,834-100%$2.3K———
SlateStone Wealth, LLC
N/A—63,774-63,774-100%$2.2K———
Mercer Global Advisors Inc
N/A—38,634-38,634-100%$1.4M———
BlackRock, Inc.
N/A—32,191-32,191-100%$1.1M———
Mariner, LLC
N/A—16,226-16,226-100%$569.4K———
Osaic Holdings, Inc.
N/A—9,121-9,121-100%$320.7K———
Susquehanna International Group, LLP
N/A—7,274-7,274-100%$255.3K———
Royal Bank of Canada
N/A—4,687-4,687-100%$164.0K———
UBS Group AG
N/A—98-98-100%$3.4K———
Showing 12 of 12 institutions