LPL Financial
SGLC icon

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
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
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
TFA
Transamerica Financial Advisors St. Petersburg, Florida $1.17B AUM 23.36% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

LPL Financial's SGLC Position: Q1 2026 in Review

LPL Financial reduced its SGI US Large Cap Core ETF (SGLC) stake by 0.7% in Q1 2026, selling an estimated $4.42K and leaving 16,065 shares worth $597K. The position accounts for ﹤0.01% of the portfolio, ranked #4605.

LPL Financial first reported a position in SGLC in Q3 2023 and has held it in 11 quarters since. The position peaked at $4.42M in Q4 2023. 7 funds tracked by Wall St. Rank hold SGLC as of Q1 2026.

  • LPL Financial held 16,065 shares of SGI US Large Cap Core ETF worth $597K as of Q1 2026.
  • LPL Financial sold 114 SGI US Large Cap Core ETF shares in Q1 2026, an estimated $4.42K.
  • SGI US Large Cap Core ETF made up ﹤0.01% of LPL Financial's portfolio in Q1 2026, its #4605 holding.
  • LPL Financial first reported a position in SGI US Large Cap Core ETF in Q3 2023 and has held it in 11 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 Q1 2026.

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