SGI ENHANCED MARKET LEA ETF (LDRX) Institutional Shareholders
SGI ENHANCED MARKET LEA ETF (LDRX) is currently reported in institutional portfolios tracked by InsiderSet based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026. The institutional investors covered on this page collectively reported approximately $301.29M in LDRX holdings during the latest filing period.
Summit Global Investments is currently the largest disclosed institutional shareholder of LDRX tracked by InsiderSet, reporting ownership valued at approximately $278.41M in its June 30, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $290.99M, representing an estimated gain of +4.52% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 100% of the total disclosed LDRX value among the investors covered in this analysis. Major shareholders include Summit Global Investments, Royal Bank Of Canada, Fifth Third Bancorp, and several other long-term asset managers with concentrated positions in SGI ENHANCED MARKET LEA ETF (LDRX).
This page ranks the largest institutional LDRX shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
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
12
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Summit Global Investments | 15.20% | 7,884,953 | $278,411,000 | $290,988,671 | +$12,577,671 | +4.52% | |
| Royal Bank Of Canada | 0.00% | 234,780 | $8,290,000 | $8,664,392 | +$374,392 | +4.52% | |
| Fifth Third Bancorp | 0.01% | 152,951 | $5,400,574 | $5,644,550 | +$243,976 | +4.52% | |
| Wells Fargo & Company/Mn | 0.00% | 117,699 | $4,155,858 | $4,343,599 | +$187,741 | +4.52% | |
| Concurrent Investment Advisors, Llc | 0.03% | 97,456 | $3,441,078 | $3,596,545 | +$155,467 | +4.52% | |
| Wealthspire Advisors, Llc | 0.00% | 21,420 | $756,324 | $790,490 | +$34,166 | +4.52% | |
| Lpl Financial Llc | 0.00% | 11,908 | $420,462 | $439,456 | +$18,994 | +4.52% | |
| Intrepid Capital Management Inc | 0.09% | 7,268 | $256,627 | $268,220 | +$11,593 | +4.52% | |
| Southstate Bank Corp | 0.01% | 4,386 | $154,866 | $161,862 | +$6,996 | +4.52% |
Frequently asked questions about LDRX
Who are the largest institutional holders of LDRX?
The largest institutional holders of LDRX reported in the latest SEC Form 13F filings include Summit Global Investments, Royal Bank Of Canada, Fifth Third Bancorp, Wells Fargo & Company/Mn, and Concurrent Investment Advisors, Llc. InsiderSet ranks institutional holders by their latest reported LDRX position.
What is LDRX institutional ownership?
This page tracks LDRX positions reported by institutional investment managers through SEC Form 13F. SGI ENHANCED MARKET LEA ETF (LDRX) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own LDRX?
InsiderSet currently tracks 9 institutional managers reporting LDRX holdings in the latest available 13F data. This count reflects institutions included in the SEC Form 13F filings analyzed by InsiderSet and should not be interpreted as the total number of LDRX shareholders.
How much LDRX stock do institutions own?
Institutional investment managers disclosed approximately $301.29M in LDRX holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was LDRX institutional ownership last updated?
The latest LDRX institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended June 30, 2026. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time institutional holdings.
Are institutional LDRX holdings real-time?
No. Form 13F data is not real-time. It represents positions reported by institutional investment managers as of the end of the reporting quarter. An institution may have changed its LDRX position after the reporting date.
Are institutions buying or selling LDRX?
Institutional buying and selling can be analyzed by comparing LDRX positions across consecutive 13F reporting periods. InsiderSet's LDRX Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View LDRX ownership changes.
How has LDRX institutional ownership changed over time?
InsiderSet tracks LDRX institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.