Inst. Holders
9 funds
SF
SFGV
EA SERIES TRUST
$35.09 ▼ -0.17%
Prev close $35.15Snapshot
The big-picture read on SFGV right now — valuation, ownership and activity at a glance.
Inst. Value
$1.1B
Inst. Activity
0 buys / 1 sells
Price chart 30d -4.0%
Daily candles (open–high–low–close) with volume. Green = up day, red = down day.
No data for this timeframe.
Vol
Recent activity
The latest filings, insider trades, analyst actions, press and options flow — newest first.
Jun 30, 2026 Inst.
ROYAL BANK OF CANADA — TRIM
4,687 shares ($164.0K)
Jun 30, 2025 Inst.
MERCER GLOBAL ADVISORS INC — TRIM
46,204 shares ($1.4M)
Earnings estimates
Forecast earnings per share and revenue by period — and whether estimates are rising.
| Period | EPS Est. | Range | Growth | 30d Rev | Up/Dn | Revenue | # |
|---|---|---|---|---|---|---|---|
| Current Q | $0.00 | $0.00–$0.00 | — | — | — | $0.0B | — |
| Next Q | $0.00 | $0.00–$0.00 | — | — | — | $0.0B | — |
| Current FY | $0.00 | $0.00–$0.00 | — | — | — | $0.0B | — |
| Next FY | $0.00 | $0.00–$0.00 | — | — | — | $0.0B | — |
Institutional ownership
Which big funds own SFGV (from quarterly 13F filings) and who is adding or trimming.
9 institutional holders with $1.1B total value (31,766,334 shares) as of 2026-Q2. Top holders: Sequoia, Cerity, MERCER. Net selling activity: 1 institutions trimmed/exited vs 0 added.
Top holders — 2026-Q2
| Fund | Shares | Value | % Tracked | Last move |
|---|---|---|---|---|
| Sequoia Financial Advisors, LLC | 31,470,764 | $1.1B | 99.1% | EXIT -100.0% |
| Cerity Partners LLC | 187,339 | $6.6M | 0.6% | — |
| MERCER GLOBAL ADVISORS INC /ADV | 38,634 | $1.4M | 0.1% | TRIM -50.0% |
| BlackRock, Inc. | 32,191 | $1.1M | 0.1% | — |
| Mariner, LLC | 16,226 | $569.4K | 0.1% | — |
| OSAIC HOLDINGS, INC. | 9,121 | $320.7K | 0.0% | — |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 7,274 | $255.3K | 0.0% | — |
| ROYAL BANK OF CANADA | 4,687 | $164.0K | 0.0% | TRIM -72.3% |
| UBS Group AG | 98 | $3.4K | 0.0% | ADD +32.8% |
Recent position changes
| Fund | Action | Prev | Current | Change | Value |
|---|---|---|---|---|---|
| ROYAL BANK OF CANADA | TRIM | 16,897 | 4,687 | -72.3% | $164.0K |
| MERCER GLOBAL ADVISORS INC /ADV | TRIM | 92,408 | 46,204 | -50.0% | $1.4M |
| JANE STREET GROUP, LLC | DOUBLED | 10,094 | 22,922 | +127.1% | $670.7K |
| ROYAL BANK OF CANADA | DOUBLED | 2,031 | 4,753 | +134.0% | $139.0K |
| UBS Group AG | ADD | 3,352 | 4,452 | +32.8% | $130.3K |
| Sequoia Financial Advisors, LLC | EXIT | 33,619,549 | 0 | -100.0% | $0.00 |
| Sequoia Financial Advisors, LLC | NEW | — | 33,619,549 | — | $935.0M |
| MERCER GLOBAL ADVISORS INC /ADV | DOUBLED | 46,204 | 92,408 | +100.0% | $2.6M |
| JANE STREET GROUP, LLC | NEAR_EXIT | 67,903 | 10,094 | -85.1% | $280.7K |
| ROYAL BANK OF CANADA | TRIM | 3,091 | 2,031 | -34.3% | $56.0K |
Short interest & halts
FINRA semi-monthly short positions, Reg SHO threshold status, and recent trading halts for SFGV.
Shares short
6,180
Settlement Sep 15, 2026
Change vs prior
-58.9%
Semi-monthly cycle
Days to cover
1.0
At avg daily volume