Who owns SGI U.S. Large Cap Core ETF?
Prices and market caps: Cboe delayed data, at least 15 minutes delayed. Not real-time. Fundamentals from company filings.
Institutional ownership of SGLC from SEC Form 13F filings across 7 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, 7 institutions disclosed 4.1M shares of SGI U.S. Large Cap Core ETF worth $2.6M — about 125.7% of shares outstanding; the largest disclosed holder is Summit Global Investments. Source: SEC Form 13F filings, parsed by EvidInvest.
7
13F holders
$2.6M
value, 2026 filers
125.7%
of shares outstanding (4.1M sh)
2
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 SGLC's shares outstanding
| # | Manager | Shares | Value | % of fund | % of co. | Δ shares QoQ |
|---|---|---|---|---|---|---|
| 1 | Summit Global Investments | 3.9M | $170,968 | 9.3% | 121.5% | +5.9% |
| 2 | Betterment LLC | 79,087 | $3,447 | 0.0% | 2.5% | +1.5% |
| 3 | GOLDMAN SACHS GROUP INCNEW | 36,129 | $1.6M | 0.0% | 1.1% | new |
| 4 | LPL Financial LLC | 17,135 | $746,884 | 0.0% | 0.5% | +6.7% |
| 5 | IMA Advisory Services, Inc.NEW | 1,525 | $66,472 | 0.0% | 0% | new |
| 6 | Transamerica Financial Advisors, LLC | 561 | $24,475 | 0.0% | 0% | 0.0% |
| 7 | UBS Group AG | 556 | $24,235 | 0.0% | 0% | +3606.7% |
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.