Who Owns SGLC?
SGI U.S. Large Cap Core ETF — Institutional Ownership & 13F Holdings
$41.17
-0.21 (-0.51%)
Market Cap
$123.4M
Shares Outstanding
3,227,135
Institutional Holders
7
Total Inst. Value
$68.2M
% of Float Held
—
QoQ Holder Change
+1
Institutional data as of Q1 2025
New Positions
0
Closed Positions
2
Increased
3
Decreased
3
Institutional Ownership Trend
Top 10 Institutional Holders(Q1 2025)
| # | Fund | Value | Shares |
|---|---|---|---|
| 1 | Summit Global Investments | $64.3M | 2,067,049 |
| 2 | Betterment LLC | $2.2M | 71,946 |
| 3 | LPL Financial LLC | $892K | 28,676 |
| 4 | GTS SECURITIES LLC | $707K | 22,743 |
| 5 | UBS Group AG | $62K | 1,985 |
| 6 | ASSETMARK, INC | $32K | 1,024 |
| 7 | Transamerica Financial Advisors, LLC | $9K | 271 |
Biggest Buyers & Sellers This Quarter
Top Buyers
| Fund | Shares Added | Value |
|---|---|---|
| Betterment LLC | +8K | $2.2M |
| UBS Group AG | +1K | $62K |
| ASSETMARK, INC | +502 | $32K |
Top Sellers
| Fund | Shares Removed | Value |
|---|---|---|
| Summit Global Investments | -1.0M | $64.3M |
| GTS SECURITIES LLC | -16K | $707K |
| LPL Financial LLC | -5K | $892K |
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Frequently Asked Questions
How many institutional investors hold SGLC?
As of Q1 2025, 7 institutional investors report holding SGLC (SGI U.S. Large Cap Core ETF) in their 13F filings.
Which hedge fund owns the most SGLC?
The largest institutional holder of SGLC is Summit Global Investments with $64.3M in shares.
Are institutions buying or selling SGLC?
This quarter, 0 institutions opened new positions in SGLC and 2 closed their positions.
What is 13F institutional ownership?
SEC Form 13F is a quarterly report filed by institutional investment managers with over $100M in qualifying assets. It discloses their US equity holdings, providing transparency into what the largest investors are buying and selling.
How often is institutional ownership data updated?
13F filings are due 45 days after each calendar quarter end (May 15, Aug 14, Nov 14, Feb 14). Data is updated on HedgeTrace as new filings are processed.