1 institutions reported holding $230,114 of FINANCIAL INVS TR (SFGIX) in SEC 13F filings for 2026-03-31. Largest institutional holders: Diversified Trust Co ($230,114). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | Diversified Trust Co | $230,114 | 15,129 | Hold |
Source: SEC Form 13F filings · as of 2026-03-31