Who owns SGLC?
SGI U.S. Large Cap Core ETF · SGI
7 institutions reported holding SGLC, worth $176.9M, in Form 13F filings for June 30, 2026.
Top 7 institutional holders of SGLC
| Firm | Location | Value | Shares | Change |
|---|---|---|---|---|
| Summit Global Investments | Bountiful, UT | $171.0M | 3,922,348 | +219,264 shares |
| Betterment LLC | New York, NY | $3.4M | 79,087 | +1,191 shares |
| Goldman Sachs Group Inc. | New York, NY | $1.6M | 36,129 | New position |
| LPL Financial LLC | Fort Mill, SC | $747K | 17,135 | +1,070 shares |
| IMA Advisory Services, Inc. | Denver, CO | $66K | 1,525 | New position |
| Transamerica Financial Advisors, LLC | Cedar Rapids, IA | $24K | 561 | No change |
| UBS Group AG | Zurich, Switzerland | $24K | 556 | +541 shares |
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 SGLC?
7 institutional managers reported holding SGLC in Form 13F filings for June 30, 2026, worth $176.9M in total. The largest reported position was held by Summit Global Investments, at $171.0M.
Did institutions buy or sell SGLC last quarter?
Reported 13F value rose 24.7% from March 31, 2026, which includes price moves as well as buying and selling. 2 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 SGLC 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.