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
Q2 		$278M Buy
7,884,953
+234,470
+3% +$8.1M 15.2% 1
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 $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
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 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

Summit Global Investments's LDRX Position: Q2 2026 in Review

Summit Global Investments increased its SGI Enhanced Market Leaders ETF (LDRX) stake by 3.1% in Q2 2026, buying an estimated $8.1M and bringing the position to 7,884,953 shares worth $278M. The position accounts for 15.2% of the portfolio, ranked #1.

Summit Global Investments 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.

  • Summit Global Investments held 7,884,953 shares of SGI Enhanced Market Leaders ETF worth $278M as of Q2 2026.
  • Summit Global Investments bought 234,470 SGI Enhanced Market Leaders ETF shares in Q2 2026, an estimated $8.1M.
  • SGI Enhanced Market Leaders ETF made up 15.2% of Summit Global Investments's portfolio in Q2 2026, its #1 holding.
  • Summit Global Investments 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 Summit Global Investments's 13F filing for Q2 2026, filed 3 Aug 2026.