SGI ENHANCED CORE ETF (USDX) Institutional Shareholders
SGI ENHANCED CORE ETF (USDX) 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 $243.99M in USDX holdings during the latest filing period.
Summit Global Investments is currently the largest disclosed institutional shareholder of USDX tracked by InsiderSet, reporting ownership valued at approximately $222.23M 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 $223.47M, representing an estimated gain of +0.56% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 100% of the total disclosed USDX value among the investors covered in this analysis. Major shareholders include Summit Global Investments, Betterment Llc, Beta Wealth Group, Inc., and several other long-term asset managers with concentrated positions in SGI ENHANCED CORE ETF (USDX).
This page ranks the largest institutional USDX 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
5
Total Reported Value
$243.99M
Largest Holder
Summit Global Investments
Largest Position
$222.23M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
15
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Summit Global Investments | 12.14% | 8,719,186 | $222,232,000 | $223,472,737 | +$1,240,737 | +0.56% | |
| Betterment Llc | 0.03% | 757,431 | $19,307,000 | $19,412,957 | +$105,957 | +0.55% | |
| Beta Wealth Group, Inc. | 0.81% | 84,291 | $2,148,373 | $2,160,378 | +$12,005 | +0.56% | |
| Susquehanna International Group, Llp | 0.00% | 11,411 | $290,840 | $292,464 | +$1,624 | +0.56% | |
| Transamerica Financial Advisors, Llc | 0.00% | 344 | $8,777 | $8,817 | +$40 | +0.45% |
Frequently asked questions about USDX
Who are the largest institutional holders of USDX?
The largest institutional holders of USDX reported in the latest SEC Form 13F filings include Summit Global Investments, Betterment Llc, Beta Wealth Group, Inc., Susquehanna International Group, Llp, and Transamerica Financial Advisors, Llc. InsiderSet ranks institutional holders by their latest reported USDX position.
What is USDX institutional ownership?
This page tracks USDX positions reported by institutional investment managers through SEC Form 13F. SGI ENHANCED CORE ETF (USDX) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own USDX?
InsiderSet currently tracks 5 institutional managers reporting USDX 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 USDX shareholders.
How much USDX stock do institutions own?
Institutional investment managers disclosed approximately $243.99M in USDX holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was USDX institutional ownership last updated?
The latest USDX 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 USDX 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 USDX position after the reporting date.
Are institutions buying or selling USDX?
Institutional buying and selling can be analyzed by comparing USDX positions across consecutive 13F reporting periods. InsiderSet's USDX Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View USDX ownership changes.
How has USDX institutional ownership changed over time?
InsiderSet tracks USDX institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.