SFGV Institutional Ownership
Sequoia Global Value ETF
1W: -0.8%
1M: -3.3%
3M: -0.4%
YTD: +11.1%
$35.33
+0.24 (+0.67%)
Weekly Expected Move ±1.3%
$34
$35
$35
$36
$36
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Institutional Ownership — SFGV
10
Institutional Holders
+0 vs prior quarter
0.0%
Ownership
+0.00pp
1B
Total Invested
1
New Positions
2
Increased
2
Reduced
0
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (11 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | Sequoia Financial Advisors, LLC | 31,470,764 | 1.1B | -359,363 | -1.1% | 6Q | SEC ↗ |
| 2 | Cerity Partners LLC | 187,339 | $7M | — | +0.0% | 3Q | SEC ↗ |
| 3 | Forum Finance Group S.A. | 80,834 | $3M | +43,954 | +119.2% | 2Q | SEC ↗ |
| 4 | MERCER GLOBAL ADVISORS INC /ADV | 38,634 | $1M | — | +0.0% | 7Q | SEC ↗ |
| 5 | BlackRock, Inc. | 32,191 | $1M | — | +0.0% | 2Q | SEC ↗ |
| 6 | Mariner, LLC | 16,226 | $573K | — | +0.0% | 4Q | SEC ↗ |
| 7 | OSAIC HOLDINGS, INC. | 9,121 | $322K | +1,368 | +17.6% | 3Q | SEC ↗ |
| 8 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 7,274 | $257K | — | +0.0% | 3Q | SEC ↗ |
| 9 | ROYAL BANK OF CANADA | 4,687 | $166K | -12,210 | -72.3% | 10Q | SEC ↗ |
| 10 | UBS Group AG NEW | 98 | $3K | — | +0.0% | 1Q | SEC ↗ |
| 11 | CITADEL ADVISORS LLC | 0 | $0K | -7,747 | -100.0% | 1Q | SEC ↗ |
Recent Activity
New Positions (1)
| Holder | Shares | Value |
|---|---|---|
| UBS Group AG | 98 | $3K |
Sold Out (1)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| CITADEL ADVISORS LLC | 7,747 | $274K |
Biggest Increases (2)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| Forum Finance Group S.A. | +43,954 | +119.2% | 80,834 |
| OSAIC HOLDINGS, INC. | +1,368 | +17.6% | 9,121 |
Biggest Decreases (2)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| Sequoia Financial Advisors, LLC | -359,363 | -1.1% | 31,470,764 |
| ROYAL BANK OF CANADA | -12,210 | -72.3% | 4,687 |