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SGI US Large Cap Core ETF

8 hedge funds and large institutions have $111M invested in SGI US Large Cap Core ETF in 2025 Q4 according to their latest regulatory filings, with 4 funds opening new positions, 3 increasing their positions, 1 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

300% more first-time investments, than exits

New positions opened: 4 | Existing positions closed: 1

200% more repeat investments, than reductions

Existing positions increased: 3 | Existing positions reduced: 1

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

60% more funds holding

Funds holding: 58 (+3)

34% more capital invested

Capital invested by funds: $82.7M → $111M (+$28.1M)

14.13% more ownership

Funds ownership: 84.4%98.53% (+14%)

Holders
8
Holders Change
+3
Holders Change %
+60%
% of All Funds
0.1%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.02%
New
4
Increased
3
Reduced
1
Closed
1
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SGI
1
Summit Global Investments
Utah
$92.6M +$9.2M +245,913 +11%
STS
2
SG Trading Solutions
Utah
$14.4M +$14.1M +375,567 New
Betterment LLC
3
Betterment LLC
New York
$2.56M +$227K +6,066 +10%
LPL Financial
4
LPL Financial
California
$621K -$179K -4,797 -23%
GS
5
GTS Securities
New York
$565K +$551K +14,724 New
TFA
6
Transamerica Financial Advisors
Florida
$25.7K +$14.9K +399 +147%
Royal Bank of Canada
7
Royal Bank of Canada
Ontario, Canada
$13K +$13.1K +351 New
AAP
8
Arax Advisory Partners
Colorado
$1.73K +$1.68K +45 New
UBS Group
9
UBS Group
Switzerland
-$19.6K -533 Closed

SGLC Hedge Fund Activity: Q4 2025 in Review

8 of the 8,232 institutional investors tracked by Wall St. Rank reported a position in SGI US Large Cap Core ETF (SGLC) for Q4 2025, worth a combined $111M — up 34% from $82.7M a quarter earlier.

Buyers outnumbered sellers: 4 funds opened new SGLC positions and 1 closed out — a net gain of 3 holders — while 3 added to existing stakes and 1 trimmed.

The largest buyer was Summit Global Investments, adding an estimated $9.2M. The largest seller was LPL Financial, cutting an estimated $179K.

  • 8 institutional investors held SGI US Large Cap Core ETF (SGLC) as of Q4 2025, up from 5 in Q3 2025.
  • Funds reported $111M of SGI US Large Cap Core ETF stock for Q4 2025, up 34% quarter-over-quarter.
  • 4 funds opened new SGI US Large Cap Core ETF positions in Q4 2025 and 1 closed out, a net change of +3 holders.
  • The largest SGI US Large Cap Core ETF buyer in Q4 2025 was Summit Global Investments, an estimated $9.2M added.
  • The largest SGI US Large Cap Core ETF seller in Q4 2025 was LPL Financial, an estimated $179K sold.

Based on aggregated 13F filings for Q4 2025.