LPL Financial’s SGI US Large Cap Core ETF SGLC Stock Holding History

LPL Financial’s Portfolio SGLC Stock Details SGLC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$747K	Buy	17,135 +1,070	+7%	+$44.9K	﹤0.01%	4674
2026 Q1	$597K	Sell	16,065 -114	-0.7%	-$4.42K	﹤0.01%	4605
2025 Q4	$621K	Sell	16,179 -4,797	-23%	-$179K	﹤0.01%	4524
2025 Q3	$771K	Sell	20,976 -5,467	-21%	-$193K	﹤0.01%	4257
2025 Q2	$900K	Sell	26,443 -2,233	-8%	-$70.6K	﹤0.01%	3844
2025 Q1	$892K	Sell	28,676 -5,371	-16%	-$177K	﹤0.01%	3657
2024 Q4	$1.12M	Sell	34,047 -4,495	-12%	-$161K	﹤0.01%	3400
2024 Q3	$1.37M	Sell	38,542 -4,861	-11%	-$168K	﹤0.01%	3097
2024 Q2	$1.51M	Sell	43,403 -30,656	-41%	-$1.03M	﹤0.01%	2859
2024 Q1	$2.47M	Sell	74,059 -75,075	-50%	-$2.36M	﹤0.01%	2359
2023 Q4	$4.42M	Buy	149,134 +88,117	+144%	+$2.47M	﹤0.01%	1762
2023 Q3	$1.65M	Buy	+61,017	New	+$1.7M	﹤0.01%	2461

Other funds holding SGLC

SGI

Summit Global Investments Bountiful, Utah $1.83B AUM 22.56% 1-Year Est. Return

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

IAS

IMA Advisory Services Denver, Colorado $1.6B AUM 29.08% 1-Year Est. Return

TFA

Transamerica Financial Advisors St. Petersburg, Florida $1.18B AUM 31.24% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

LPL Financial's SGLC Position: Q2 2026 in Review

LPL Financial increased its SGI US Large Cap Core ETF (SGLC) stake by 6.7% in Q2 2026, buying an estimated $44.9K and bringing the position to 17,135 shares worth $747K. The position accounts for ﹤0.01% of the portfolio, ranked #4674.

LPL Financial first reported a position in SGLC in Q3 2023 and has held it in 12 quarters since. The position peaked at $4.42M in Q4 2023. 7 funds tracked by Wall St. Rank hold SGLC as of Q2 2026.

LPL Financial held 17,135 shares of SGI US Large Cap Core ETF worth $747K as of Q2 2026.
LPL Financial bought 1,070 SGI US Large Cap Core ETF shares in Q2 2026, an estimated $44.9K.
SGI US Large Cap Core ETF made up ﹤0.01% of LPL Financial's portfolio in Q2 2026, its #4674 holding.
LPL Financial first reported a position in SGI US Large Cap Core ETF in Q3 2023 and has held it in 12 quarters since.
LPL Financial's SGI US Large Cap Core ETF position peaked at $4.42M in Q4 2023.
7 funds tracked by Wall St. Rank held SGI US Large Cap Core ETF as of Q2 2026.

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