Sequoia Global Value ETF SFGV
35.76 USD -0.97 (-2.64%)
At closeNov 5, 2026, 4:10 PM EST
35.76 0.00 0.00%
After hours · Nov 5, 4:10 PM ET
35.75 Day range 36.10
30.37 52-week range 36.89
- YTD
- +13.19%
- 1 year
- +15.79%
Sequoia Global Value ETF
- Issuer
- Sequoia Financial Group
- Asset class
- Equity
- Expense ratio
- 0.38%
- Assets under management
- $1.20B
- NAV
- 36.77
- Holdings
- 0
- Inception
- 2024-01-17
- Top 10 weight
- 46.36%
Top holdings
Sector weights
Country weights
Updated 2026-11-05
Ownership
Held by insiders 0.00%
Held by institutions 97.50%
Float held by institutions 97.50%
Institutions 11
Top institutional holders
| Holder | % held | Shares | Value | Reported |
|---|---|---|---|---|
| Sequoia Financial Advisors, LLC | 96.18% | 31,470,764 | 1.12B | Jun 29, 2026 |
| Cerity Partners LLC | 0.57% | 187,339 | 6.66M | Jun 29, 2026 |
| Forum Finance Group S.a. | 0.25% | 80,834 | 2.87M | Jun 29, 2026 |
| Slatestone Wealth, LLC | 0.19% | 63,774 | 2.27M | Jun 29, 2026 |
| Mercer Global Advisors, Inc./ADV | 0.12% | 38,634 | 1.37M | Jun 29, 2026 |
| Blackrock Inc. | 0.10% | 32,191 | 1.14M | Jun 29, 2026 |
