TIAA-CREF Individual & Institutional Services
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TIAA-CREF Individual & Institutional Services’s SGI Enhanced Market Leaders ETF LDRX Stock Holding History

TIAA-CREF Individual & Institutional Services’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
Q3 		$373K Buy
+10,115
New +$367K ﹤0.01% 529

Other funds holding LDRX

Summit Global Investments
Summit Global Investments Bountiful, Utah $2.02B AUM 17.87% 1-Year Est. Return
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $61.2B AUM 25.19% 1-Year Est. Return
Concurrent Investment Advisors
Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return
Private Advisor Group
Private Advisor Group Morristown, New Jersey $29.9B AUM 19.22% 1-Year Est. Return
Wealthspire Advisors (New York)
Wealthspire Advisors (New York) New York $17.6B AUM 14.61% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Intrepid Capital Management
Intrepid Capital Management Jacksonville Beach, Florida $304M AUM 17.63% 1-Year Est. Return
Adell Harriman & Carpenter
Adell Harriman & Carpenter Houston, Texas $2.04B AUM 44.57% 1-Year Est. Return
SouthState Corp
SouthState Corp Winter Haven, Florida $2.48B AUM 19.33% 1-Year Est. Return

TIAA-CREF Individual & Institutional Services's LDRX Position: Q3 2026 in Review

TIAA-CREF Individual & Institutional Services opened a new position in SGI Enhanced Market Leaders ETF (LDRX) in Q3 2026: 10,115 shares worth $373K. The stake represents ﹤0.01% of the portfolio and ranks #529 among its holdings.

11 funds tracked by Wall St. Rank hold LDRX as of Q3 2026.

  • TIAA-CREF Individual & Institutional Services held 10,115 shares of SGI Enhanced Market Leaders ETF worth $373K as of Q3 2026.
  • SGI Enhanced Market Leaders ETF was a new TIAA-CREF Individual & Institutional Services position in Q3 2026.
  • SGI Enhanced Market Leaders ETF made up ﹤0.01% of TIAA-CREF Individual & Institutional Services's portfolio in Q3 2026, its #529 holding.
  • 11 funds tracked by Wall St. Rank held SGI Enhanced Market Leaders ETF as of Q3 2026.

Based on TIAA-CREF Individual & Institutional Services's 13F filing for Q3 2026, filed 12 Nov 2026.