Who Owns SGI U.S. Large Cap Core ETF (SGLC)?Hedge Fund & Institutional Holders
Institutional Holders
7
as of Q4 2025
Total Institutional Value
$920002.6T
% of Float Held
—
QoQ Change in Holders
+4 / -1
Price History
SGLC — Biggest New Institutional Buyers This Quarter
| Fund | Action | Shares Added | Value Added |
|---|---|---|---|
| Summit Global Investments | New Position | +2.4M | +$92.0M |
| Betterment LLC | Increased | +6K | +$330K |
| ROYAL BANK OF CANADA | New Position | +351 | +$0 |
| GTS SECURITIES LLC | New Position | +15K | +$0 |
| Arax Advisory Partners | New Position | +45 | +$0 |
| Transamerica Financial Advisors, LLC | Increased | +399 | +$-9.9M |
SGLC — Institutions Reducing or Closing Positions
| Fund | Action | Shares Sold | Value Sold |
|---|---|---|---|
| LPL Financial LLC | Decreased | -5K | -$771.3M |
| UBS Group AG | Closed Position | -533 | -$19.6M |
Top Institutional Holders(Q4 2025)
| # | Fund | Shares | Value | % of Portfolio | Type |
|---|---|---|---|---|---|
| 1 | Summit Global Investments | 2,412,905 | $92.0M | 5.44% | Share |
| 2 | Betterment LLC | 66,623 | $2.6M | 0.00% | Share |
| 3 | Transamerica Financial Advisors, LLC | 670 | $25K | 0.00% | Share |
| 4 | LPL Financial LLC | 16,179 | $0 | 0.00% | Share |
| 5 | GTS SECURITIES LLC | 14,724 | $0 | 0.00% | Share |
| 6 | ROYAL BANK OF CANADA | 351 | $0 | 0.00% | Share |
| 7 | Arax Advisory Partners | 45 | $0 | 0.00% | Share |
SGLC Institutional Ownership History
| Quarter | Holders | Total Value | Change |
|---|---|---|---|
| Q4 2025 | 7 | $94.6M | +3 |
| Q3 2025 | 4 | $803.1M | -4 |
| Q2 2025 | 8 | $1.3B | +1 |
| Q1 2025 | 7 | $1.8B | -2 |
| Q4 2024 | 9 | $2.8B | +3 |
| Q3 2024 | 6 | $7.2T | +2 |
| Q2 2024 | 4 | $1.8T | -2 |
| Q1 2024 | 6 | $3.5T | — |
Similar Stocks by Institutional Ownership
As of Q4 2025, 7 institutional investors hold SGLC (SGI U.S. Large Cap Core ETF). The largest holder is Summit Global Investments with $92.0M in shares. This quarter, 4 institutions opened new positions and 1 closed their positions.
Frequently Asked Questions
How many hedge funds own SGLC?
As of Q4 2025, 7 institutional investors report holding SGLC (SGI U.S. Large Cap Core ETF) in their 13F filings.
Who is the largest institutional holder of SGLC?
The largest institutional holder of SGLC is Summit Global Investments with $92.0M in shares.
Is institutional ownership of SGLC increasing or decreasing?
This quarter, 4 institutions opened new positions in SGLC and 1 closed their positions.