LGDX Institutional Ownership & Shareholders
INTECH SP LARG DIV ALPHA ETF (LGDX) is currently held by 3 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $140.49M based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
Texas Permanent School Fund Corp is currently the largest disclosed institutional shareholder of LGDX tracked by InsiderSet, reporting ownership valued at approximately $121.00M 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 $122.24M, representing an estimated gain of +1.02% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 100% of the total disclosed LGDX value among the investors covered in this analysis. Major shareholders include Texas Permanent School Fund Corp, Peregrine Asset Advisers, Inc., Ubs Group Ag, and several other long-term asset managers with concentrated positions in INTECH SP LARG DIV ALPHA ETF (LGDX).
This page ranks the largest institutional LGDX 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
3
Total Reported Value
$140.49M
Largest Holder
Texas Permanent School Fund Corp
Largest Position
$121.00M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
3
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Texas Permanent School Fund Corp | 5.36% | 4,880,320 | $121,004,606 | $122,236,887 | +$1,232,281 | +1.02% | |
| Peregrine Asset Advisers, Inc. | 4.23% | 786,030 | $19,489,142 | $19,687,615 | +$198,473 | +1.02% | |
| Ubs Group Ag | 0.00% | 4 | $99 | $100 | +$1 | +1.20% |
Frequently asked questions about LGDX
Who are the largest institutional holders of LGDX?
The largest institutional holders of LGDX reported in the latest SEC Form 13F filings include Texas Permanent School Fund Corp, Peregrine Asset Advisers, Inc., and Ubs Group Ag. InsiderSet ranks institutional holders by their latest reported LGDX position.
What is LGDX institutional ownership?
This page tracks LGDX positions reported by institutional investment managers through SEC Form 13F. INTECH SP LARG DIV ALPHA ETF (LGDX) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own LGDX?
InsiderSet currently tracks 3 institutional managers reporting LGDX 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 LGDX shareholders.
How much LGDX stock do institutions own?
Institutional investment managers disclosed approximately $140.49M in LGDX holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was LGDX institutional ownership last updated?
The latest LGDX 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 LGDX 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 LGDX position after the reporting date.
Are institutions buying or selling LGDX?
Institutional buying and selling can be analyzed by comparing LGDX positions across consecutive 13F reporting periods. InsiderSet's LGDX Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View LGDX ownership changes.
How has LGDX institutional ownership changed over time?
InsiderSet tracks LGDX institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.