LPL Financial
LDRX

LPL Financial’s SGI Enhanced Market Leaders ETF LDRX Stock Holding History

LPL Financial’s Portfolio LDRX Stock Details LDRX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$365K Hold
11,908
– – ﹤0.01% 5048
2025
Q4 		$392K Hold
11,908
– – ﹤0.01% 4940
2025
Q3 		$381K Buy
+11,908
New +$365K ﹤0.01% 4859

Other funds holding LDRX

SGI
Summit Global Investments Bountiful, Utah $1.69B AUM 12.13% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $54.7B AUM 26.51% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
CIA
Concurrent Investment Advisors Tampa, Florida $9.2B AUM 23.26% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return
WANY
Wealthspire Advisors (New York) New York $12.7B AUM 17.31% 1-Year Est. Return
ICM
Intrepid Capital Management Jacksonville Beach, Florida $261M AUM 20.02% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
SC
SouthState Corp Winter Haven, Florida $2.14B AUM 18.39% 1-Year Est. Return

LPL Financial's LDRX Position: Q1 2026 in Review

LPL Financial held its SGI Enhanced Market Leaders ETF (LDRX) position steady in Q1 2026 at 11,908 shares worth $365K. The position accounts for ﹤0.01% of the portfolio, ranked #5048.

LPL Financial first reported a position in LDRX in Q3 2025 and has held it in 3 quarters since. The position peaked at $392K in Q4 2025. 11 funds tracked by Wall St. Rank hold LDRX as of Q1 2026.

  • LPL Financial held 11,908 shares of SGI Enhanced Market Leaders ETF worth $365K as of Q1 2026.
  • LPL Financial left its SGI Enhanced Market Leaders ETF share count unchanged in Q1 2026.
  • SGI Enhanced Market Leaders ETF made up ﹤0.01% of LPL Financial's portfolio in Q1 2026, its #5048 holding.
  • LPL Financial first reported a position in SGI Enhanced Market Leaders ETF in Q3 2025 and has held it in 3 quarters since.
  • LPL Financial's SGI Enhanced Market Leaders ETF position peaked at $392K in Q4 2025.
  • 11 funds tracked by Wall St. Rank held SGI Enhanced Market Leaders ETF as of Q1 2026.

Based on LPL Financial's 13F filing for Q1 2026, filed 6 May 2026.