SGI
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Summit Global Investments’s SGI US Large Cap Core ETF SGLC Stock Holding History

Summit Global Investments’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 		$171M Buy
3,922,348
+219,264
+6% +$9.2M 9.34% 3
2026
Q1 		$138M Buy
3,703,084
+1,290,179
+53% +$50.1M 8.12% 3
2025
Q4 		$92.6M Buy
2,412,905
+245,913
+11% +$9.2M 5.47% 3
2025
Q3 		$79.7M Buy
2,166,992
+41,197
+2% +$1.46M 4.65% 3
2025
Q2 		$72.3M Buy
2,125,795
+58,746
+3% +$1.86M 4.26% 3
2025
Q1 		$64.3M Sell
2,067,049
-1,036,622
-33% -$34.1M 4.68% 3
2024
Q4 		$102M Buy
3,103,671
+285,327
+10% +$10.2M 6.37% 2
2024
Q3 		$100M Buy
2,818,344
+158,732
+6% +$5.5M 6.38% 2
2024
Q2 		$92.8M Buy
2,659,612
+141,893
+6% +$4.75M 6.26% 2
2024
Q1 		$83.8M Sell
2,517,719
-948,941
-27% -$29.8M 6.23% 1
2023
Q4 		$103M Sell
3,466,660
-144,054
-4% -$4.04M 6.73% 1
2023
Q3 		$97.6M Buy
3,610,714
+824,459
+30% +$22.9M 6.5% 2
2023
Q2 		$76.3M Buy
2,786,255
+2,587,308
+1,301% +$67.3M 5.05% 2
2023
Q1 		$5.04M Buy
+198,947
New +$5.04M 0.39% 71

Other funds holding SGLC

Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 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
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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

Summit Global Investments increased its SGI US Large Cap Core ETF (SGLC) stake by 5.9% in Q2 2026, buying an estimated $9.2M and bringing the position to 3,922,348 shares worth $171M. The position accounts for 9.34% of the portfolio, ranked #3.

Summit Global Investments first reported a position in SGLC in Q1 2023 and has held it in 14 quarters since. 7 funds tracked by Wall St. Rank hold SGLC as of Q2 2026.

  • Summit Global Investments held 3,922,348 shares of SGI US Large Cap Core ETF worth $171M as of Q2 2026.
  • Summit Global Investments bought 219,264 SGI US Large Cap Core ETF shares in Q2 2026, an estimated $9.2M.
  • SGI US Large Cap Core ETF made up 9.34% of Summit Global Investments's portfolio in Q2 2026, its #3 holding.
  • Summit Global Investments first reported a position in SGI US Large Cap Core ETF in Q1 2023 and has held it in 14 quarters since.
  • 7 funds tracked by Wall St. Rank held SGI US Large Cap Core ETF as of Q2 2026.

Based on Summit Global Investments's 13F filing for Q2 2026, filed 3 Aug 2026.