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
Q3 		$679K Sell
14,952
-2,183
-13% -$98K ﹤0.01% 4858
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

Summit Global Investments
Summit Global Investments Bountiful, Utah $2.02B AUM 17.87% 1-Year Est. Return
Polaris Financial Partners
Polaris Financial Partners Westerville, Ohio $223M AUM

LPL Financial's SGLC Position: Q3 2026 in Review

LPL Financial reduced its SGI US Large Cap Core ETF (SGLC) stake by 13% in Q3 2026, selling an estimated $98K and leaving 14,952 shares worth $679K. The position accounts for ﹤0.01% of the portfolio, ranked #4858.

LPL Financial first reported a position in SGLC in Q3 2023 and has held it in 13 quarters since. The position peaked at $4.42M in Q4 2023. 3 funds tracked by Wall St. Rank hold SGLC as of Q3 2026.

  • LPL Financial held 14,952 shares of SGI US Large Cap Core ETF worth $679K as of Q3 2026.
  • LPL Financial sold 2,183 SGI US Large Cap Core ETF shares in Q3 2026, an estimated $98K.
  • SGI US Large Cap Core ETF made up ﹤0.01% of LPL Financial's portfolio in Q3 2026, its #4858 holding.
  • LPL Financial first reported a position in SGI US Large Cap Core ETF in Q3 2023 and has held it in 13 quarters since.
  • LPL Financial's SGI US Large Cap Core ETF position peaked at $4.42M in Q4 2023.
  • 3 funds tracked by Wall St. Rank held SGI US Large Cap Core ETF as of Q3 2026.

Based on LPL Financial's 13F filing for Q3 2026, filed 6 Nov 2026.