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
Q2 		$420K Hold
11,908
– – ﹤0.01% 5170
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 $1.83B AUM 22.56% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $61.7B AUM 33.76% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
CIA
Concurrent Investment Advisors Tampa, Florida $11.8B AUM 31.86% 1-Year Est. Return
WANY
Wealthspire Advisors (New York) New York $18.2B AUM 21.48% 1-Year Est. Return
ICM
Intrepid Capital Management Jacksonville Beach, Florida $282M AUM 25.63% 1-Year Est. Return
SC
SouthState Corp Winter Haven, Florida $2.4B AUM 23.05% 1-Year Est. Return

LPL Financial's LDRX Position: Q2 2026 in Review

LPL Financial held its SGI Enhanced Market Leaders ETF (LDRX) position steady in Q2 2026 at 11,908 shares worth $420K. The position accounts for ﹤0.01% of the portfolio, ranked #5170.

LPL Financial first reported a position in LDRX in Q3 2025 and has held it in 4 quarters since. 9 funds tracked by Wall St. Rank hold LDRX as of Q2 2026.

  • LPL Financial held 11,908 shares of SGI Enhanced Market Leaders ETF worth $420K as of Q2 2026.
  • LPL Financial left its SGI Enhanced Market Leaders ETF share count unchanged in Q2 2026.
  • SGI Enhanced Market Leaders ETF made up ﹤0.01% of LPL Financial's portfolio in Q2 2026, its #5170 holding.
  • LPL Financial first reported a position in SGI Enhanced Market Leaders ETF in Q3 2025 and has held it in 4 quarters since.
  • 9 funds tracked by Wall St. Rank held SGI Enhanced Market Leaders ETF as of Q2 2026.

Based on LPL Financial's 13F filing for Q2 2026, filed 7 Aug 2026.