SGI ENHANCED MARKET LEA ETF (LDRX) Institutional Ownership and Insiders Activity
SGI ENHANCED MARKET LEA ETF (LDRX) is widely held by institutional investors, with 9 firms reporting positions valued at approximately $301.29M based on SEC Form 13F filings for the quarter ended June 30, 2026.
Summit Global Investments is the largest disclosed holder, reporting approximately $278.41M in LDRX holdings in its latest filing.
Institutional ownership remains highly concentrated, with Summit Global Investments representing the majority of disclosed value.
Institutional Holders
9
Total Reported Value
$301.29M
Largest Holder
Summit Global Investments
Largest Position
$278.41M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
0
Funds Exiting Positions
2
Top Institutional Owners
View allInvestorReported Balance
- Summit Global Investments$278.41M
- Royal Bank Of Canada$8.29M
- Fifth Third Bancorp$5.40M
- Wells Fargo & Company/Mn$4.16M
- Concurrent Investment Advisors, Llc$3.44M