Who owns LDRX?
SGI Enhanced Market Leaders ETF · SGI
9 institutions reported holding LDRX, worth $301.3M, in Form 13F filings for June 30, 2026.
Top 9 institutional holders of LDRX
| Firm | Location | Value | Shares | Change |
|---|---|---|---|---|
| Summit Global Investments | Bountiful, UT | $278.4M | 7,884,953 | +234,470 shares |
| Royal Bank of Canada | Toronto, Ontario, Canada | $8.3M | 234,780 | −6,570 shares |
| Fifth Third Bancorp | Cincinnati, OH | $5.4M | 152,951 | No change |
| Wells Fargo & Company | San Francisco, CA | $4.2M | 117,699 | −24,940 shares |
| Concurrent Investment Advisors, LLC | Tampa, FL | $3.4M | 97,456 | +50 shares |
| Wealthspire Advisors, LLC | New York, NY | $756K | 21,420 | No change |
| LPL Financial LLC | Fort Mill, SC | $420K | 11,908 | No change |
| Intrepid Capital Management Inc. | Jacksonville Beach, FL | $257K | 7,268 | No change |
| SouthState Bank Corp | Winter Haven, FL | $155K | 4,386 | No change |
From SEC Form 13F, for managers with $100M+ in US securities. Change compares June 30, 2026 with March 31, 2026. “New position” means no holding in the prior filing we have.
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Frequently asked questions
Who owns LDRX?
9 institutional managers reported holding LDRX in Form 13F filings for June 30, 2026, worth $301.3M in total. The largest reported position was held by Summit Global Investments, at $278.4M.
Did institutions buy or sell LDRX last quarter?
Reported 13F value rose 16.6% from March 31, 2026, which includes price moves as well as buying and selling. 0 firms reported a new position and 2 sold all of theirs.
What is a Form 13F?
A quarterly report filed with the SEC by institutional investment managers with $100 million or more in qualifying US securities. It lists their long positions at quarter end. It doesn't cover retail investors, cash, short positions, or managers under the threshold, so it shows part of a fund's ownership, not all of it.
How often is LDRX ownership data updated?
13F filings are due 45 days after each quarter ends. The next set is due around mid-November. Positions can be up to about four and a half months old by the time a new set arrives.