Summit Global Investments ETF holdings
Bountiful, UT
Reported $1.2B in 98 ETFs in its Form 13F for June 30, 2026.
ETF value
$1.2B
ETFs held
98
Change from prior quarter
+12.1%
With price moves
ETFs as a share of its 13F
65.4%
of $1.8B
Top 10 of 98 ETF holdings
| Ticker | Fund | Value | Shares | Change |
|---|---|---|---|---|
| LDRX | SGI Enhanced Market Leaders ETF | $278.4M | 7,884,953 | +234,470 shares |
| USDX | SGI Enhanced Core ETF | $222.2M | 8,719,186 | −1,118,518 shares |
| SGLC | SGI U.S. Large Cap Core ETF | $171.0M | 3,922,348 | +219,264 shares |
| DYTA | SGI Dynamic Tactical ETF | $99.5M | 3,131,767 | +129,435 shares |
| QXQ | SGI Enhanced Nasdaq-100 ETF | $92.9M | 2,838,692 | +168,279 shares |
| GINX | SGI Enhanced Global Income ETF | $92.7M | 2,658,073 | +111,118 shares |
| IEF | iShares 7-10 Year Treasury Bond ETF | $36.5M | 385,680 | +39,188 shares |
| SPDW | State Street SPDR Portfolio Developed World ex-US ETF | $17.7M | 352,222 | +23,231 shares |
| VEA | Vanguard FTSE Developed Markets ETF | $15.3M | 214,351 | +31,953 shares |
| VWO | Vanguard FTSE Emerging Markets ETF | $12.5M | 209,959 | +29,181 shares |
88 more ETF positions
The full list comes with the Advisors and Institutions package.
Sign up to see them allFrom SEC Form 13F. Change compares June 30, 2026 with March 31, 2026. SEC filer ID (CIK) 0001697953. Filings on SEC EDGAR.
Frequently asked questions
What ETFs does Summit Global Investments own?
Summit Global Investments reported 98 ETF positions worth $1.2B in its Form 13F for June 30, 2026. The largest was LDRX, at $278.4M.
Where does this data come from?
From the firm's own quarterly Form 13F filing with the SEC. It shows long positions at quarter end and can include holdings run for clients, so it isn't necessarily the firm's own money.
How current is it?
13F filings are due 45 days after each quarter ends. The next set is due around mid-November.