Who owns SGI Enhanced Core ETF?
Prices and market caps: Cboe delayed data, at least 15 minutes delayed. Not real-time. Fundamentals from company filings.
Institutional ownership of USDX from SEC Form 13F filings across 5 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, 5 institutions disclosed 9.6M shares of SGI Enhanced Core ETF worth $2.7M — about 80% of shares outstanding; the largest disclosed holder is Summit Global Investments. Source: SEC Form 13F filings, parsed by EvidInvest.
5
13F holders
$2.7M
value, 2026 filers
80%
of shares outstanding (9.6M sh)
1
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 USDX's shares outstanding
| # | Manager | Shares | Value | % of fund | % of co. | Δ shares QoQ |
|---|---|---|---|---|---|---|
| 1 | Summit Global Investments | 8.7M | $222,232 | 12.1% | 72.9% | -11.4% |
| 2 | Betterment LLC | 757,431 | $19,307 | 0.0% | 6.3% | +0.6% |
| 3 | Beta Wealth Group, Inc. | 84,291 | $2.1M | 0.8% | 0.7% | -2.0% |
| 4 | SUSQUEHANNA INTERNATIONAL GROUP, LLPNEW | 11,411 | $290,840 | 0.0% | 0.1% | new |
| 5 | Transamerica Financial Advisors, LLC | 344 | $8,777 | 0.0% | 0% | -28.0% |
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.