EA Series Trust (SFGV): which funds own it

ETFData as of Jun 30, 2026 (Q2 2026) · updated on Nov 5, 2026

A 13F shows the portfolio at quarter-end and is filed up to 45 days later: these are not real-time positions and they may have changed.

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Sections with a free account

No concentrated manager holds it.

Concentrated managers

—

All 13F: 11

Consensus

—

No score: it needs 5 or more concentrated managers

Price at Jun 30, 2026 (per 13F)

$35.09

+6.9% in the quarter · reported value ÷ shares, not the quote · See current quote ↗

Quarter flow (concentrated managers)

sold out 0 · trimmed 0added 0 · new 0

Concentrated managers holding it

None in the latest quarter.

Largest holders of SFGV (all 13F filers)

Sequoia Financial Advisors31.5 MType not verified−359 K
Cerity Partners187 KWealth adviser0
Forum Finance Group81 KType not verified+44 K
SlateStone Wealth64 KWealth adviser0
Mercer Global Advisors39 KWealth adviser0
BlackRock32 KIndex manager0
Mariner16 KWealth adviser0
Osaic Holdings9,121Wealth adviser+1,368
Susquehanna International Group, LLP7,274Bank or trading desk0
Royal Bank of Canada4,687Bank or trading desk−12 K

Filer	Type
Sequoia Financial Advisors	Type not verified	31.5 M	−359 K	$1.1 bn
Cerity Partners	Wealth adviser	187 K	0	$6.6M
Forum Finance Group	Type not verified	81 K	+44 K	$2.3M
SlateStone Wealth	Wealth adviser	64 K	0	$2.2M
Mercer Global Advisors	Wealth adviser	39 K	0	$1.4M
BlackRock	Index manager	32 K	0	$1.1M
Mariner	Wealth adviser	16 K	0	$569K
Osaic Holdings	Wealth adviser	9,121	+1,368	$321K
Susquehanna International Group, LLP	Bank or trading desk	7,274	0	$255K
Royal Bank of Canada	Bank or trading desk	4,687	−12 K	$164K

Sequoia Financial Advisors
Shares
31.5 M
Change
−359 K
See more
Type
Type not verified
Value
$1.1 bn
Cerity Partners
Shares
187 K
Change
0
See more
Type
Wealth adviser
Value
$6.6M
Forum Finance Group
Shares
81 K
Change
+44 K
See more
Type
Type not verified
Value
$2.3M
SlateStone Wealth
Shares
64 K
Change
0
See more
Type
Wealth adviser
Value
$2.2M
Mercer Global Advisors
Shares
39 K
Change
0
See more
Type
Wealth adviser
Value
$1.4M
BlackRock
Shares
32 K
Change
0
See more
Type
Index manager
Value
$1.1M
Mariner
Shares
16 K
Change
0
See more
Type
Wealth adviser
Value
$569K
Osaic Holdings
Shares
9,121
Change
+1,368
See more
Type
Wealth adviser
Value
$321K
Susquehanna International Group, LLP
Shares
7,274
Change
0
See more
Type
Bank or trading desk
Value
$255K
Royal Bank of Canada
Shares
4,687
Change
−12 K
See more
Type
Bank or trading desk
Value
$164K

The 10 13F filers with the most shares as of Jun 30, 2026, whatever their type (index firms usually come first). “Change”: shares added or cut versus the previous quarter, split-adjusted; “no data” = there is no comparable portfolio for the previous quarter (no filing, or a filing with its holdings under confidential treatment). “% of the company” only where shares outstanding are up to date. Entities of the same group file separately and some 13F filings include other managers: there may be double counting. With a free account: the top 25, the largest buyers and the largest sellers.

This company filed no 8-K forms in the last year. Foreign companies listed in the US (ADRs) report material events on forms 6-K and 20-F, and ETFs and funds do not file 8-Ks. If it is a foreign company listed in the US through ADRs (American Depositary Receipts), what trades are bank-issued certificates that represent shares from its home market. See its filings on EDGAR ↗