SGI Enhanced Market Leaders ETF (LDRX)

ETF ยท Nasdaq

SGI Enhanced Market Leaders ETF (LDRX) is an exchange-traded fund listed on Nasdaq, where it has traded since May 2, 2025.

Type
Exchange-traded fund
Listed On
Nasdaq
Listed Since
May 2, 2025

Institutional ownership

In 13F filings for the quarter ended June 30, 2026, 9 institutions reported holding LDRX, with 8.5 million shares worth $301.3 million in aggregate. The largest reported holder was Summit Global Investments, with 7.9 million shares worth $278.4 million. Of the 5 largest holders listed below, 2 added shares, 2 reduced their positions and 1 held its position unchanged during the quarter.

InstitutionSharesValueQuarter change
Summit Global Investments7,884,953$278MAdded 3.06%
Royal Bank of Canada234,780$8MReduced 2.72%
Fifth Third Bancorp152,951$5MUnchanged
Wells Fargo & Company/MN117,699$4MReduced 17.48%
Concurrent Investment Advisors97,456$3MAdded 0.05%

Form 13F is a quarterly report that institutional investment managers with at least $100 million in qualifying securities file with the SEC. It lists long positions as of the last day of the quarter and is due within 45 days of quarter end, so these holdings describe that date rather than today.

Frequently asked questions

What is LDRX?

SGI Enhanced Market Leaders ETF (LDRX) is an exchange-traded fund listed on Nasdaq, where it has traded since May 2, 2025.

Who are the largest institutional holders of LDRX?

In 13F filings for the quarter ended June 30, 2026, the largest reported holders of LDRX were Summit Global Investments, Royal Bank of Canada and Fifth Third Bancorp.

How many institutions own LDRX?

9 institutions reported a position in LDRX for the quarter ended June 30, 2026, worth $301.3 million in total.

Did institutions buy or sell LDRX last quarter?

Of the 5 largest reported holders, 2 added shares, 2 reduced their positions and 1 held its position unchanged during the quarter. Every reported holder and its change is on the SentiSense ownership page for LDRX.

Every reported institutional holder, plus insider and congressional trades in LDRX, on SentiSense.