Who owns SGI Enhanced Market Leaders ETF?
Prices and market caps: Cboe delayed data, at least 15 minutes delayed. Not real-time. Fundamentals from company filings.
Institutional ownership of LDRX from SEC Form 13F filings across 9 reporting managers. All positions are from one synchronized reporting period — 2026-06-30 books, filed up to 45 days after quarter end — so every row is comparable.
As of the 2026-06-30 reporting period, 9 institutions disclosed 8.5M shares of SGI Enhanced Market Leaders ETF worth $23.2M — about 125.3% of shares outstanding; the largest disclosed holder is Summit Global Investments. Source: SEC Form 13F filings, parsed by EvidInvest.
9
13F holders
$23.2M
value, 2026 filers
125.3%
of shares outstanding (8.5M sh)
0
new positions (2026 filers)
Top institutional holders
ordered by shares owned · positions as of 2026-06-30 · % of fund = share of the manager's own book · % of co. = share of LDRX's shares outstanding
| # | Manager | Shares | Value | % of fund | % of co. | Δ shares QoQ |
|---|---|---|---|---|---|---|
| 1 | Summit Global Investments | 7.9M | $278,411 | 15.2% | 115.7% | +3.1% |
| 2 | ROYAL BANK OF CANADA | 234,780 | $8.3M | 0.0% | 3.4% | -2.7% |
| 3 | FIFTH THIRD BANCORP | 152,951 | $5.4M | 0.0% | 2.2% | 0.0% |
| 4 | WELLS FARGO & COMPANY/MN | 117,699 | $4.2M | 0.0% | 1.7% | -17.5% |
| 5 | Concurrent Investment Advisors, LLC | 97,456 | $3.4M | 0.0% | 1.4% | +0.1% |
| 6 | Wealthspire Advisors, LLC | 21,420 | $756,324 | 0.0% | 0.3% | 0.0% |
| 7 | LPL Financial LLC | 11,908 | $420,462 | 0.0% | 0.2% | 0.0% |
| 8 | INTREPID CAPITAL MANAGEMENT INC | 7,268 | $256,627 | 0.1% | 0.1% | 0.0% |
| 9 | SouthState Bank Corp | 4,386 | $154,866 | 0.0% | 0.1% | 0.0% |
Source: SEC Form 13F-HR filings (institutional managers over $100M in US-listed positions). 13Fs disclose long positions only, up to 45 days after quarter end; each manager's latest filed quarter is shown per row and dollar values are the manager's filed marks. Aggregates labeled "2026 filers" count only managers whose latest book is a 2026 quarter. Related: valuation · options positioning · supply chain. Research, not investment advice.