SGI
LDRX

Summit Global Investments’s SGI Enhanced Market Leaders ETF LDRX Stock Holding History

Summit Global Investments’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 		$235M Buy
7,650,483
+1,689,174
+28% +$54.4M 13.84% 2
2025
Q4 		$196M Sell
5,961,309
-51,658
-0.9% -$1.69M 11.59% 2
2025
Q3 		$192M Buy
+6,012,967
New +$184M 11.23% 2

Other funds holding LDRX

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 $11.8B AUM 31.86% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
WANY
Wealthspire Advisors (New York) New York $12.7B AUM 17.31% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 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

Summit Global Investments's LDRX Position: Q1 2026 in Review

Summit Global Investments increased its SGI Enhanced Market Leaders ETF (LDRX) stake by 28% in Q1 2026, buying an estimated $54.4M and bringing the position to 7,650,483 shares worth $235M. The position accounts for 13.84% of the portfolio, ranked #2.

Summit Global Investments first reported a position in LDRX in Q3 2025 and has held it in 3 quarters since. 11 funds tracked by Wall St. Rank hold LDRX as of Q1 2026.

  • Summit Global Investments held 7,650,483 shares of SGI Enhanced Market Leaders ETF worth $235M as of Q1 2026.
  • Summit Global Investments bought 1,689,174 SGI Enhanced Market Leaders ETF shares in Q1 2026, an estimated $54.4M.
  • SGI Enhanced Market Leaders ETF made up 13.84% of Summit Global Investments's portfolio in Q1 2026, its #2 holding.
  • Summit Global Investments first reported a position in SGI Enhanced Market Leaders ETF in Q3 2025 and has held it in 3 quarters since.
  • 11 funds tracked by Wall St. Rank held SGI Enhanced Market Leaders ETF as of Q1 2026.

Based on Summit Global Investments's 13F filing for Q1 2026, filed 7 May 2026.