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SGI Enhanced Market LEA ETF (LDRX)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptionsShort Interest13D/13GPeersTargetingTrading SummaryProfile
Summit Global Investments
INCREASED
Shares8,000,197 from 7,884,953
Change+115,244 (+1%)
Value$295.2K (-$278.1M)
Filed 2026-10-28
Fifth Third Bancorp
UNCHANGED
Shares152,951 from 152,951
Change0 (0%)
Value$5.6M (+$244.0K)
Filed 2026-11-05
Concurrent Investment Advisors, LLC
INCREASED
Shares97,515 from 97,456
Change+59 (+0%)
Value$3.6M (+$157.6K)
Filed 2026-10-16
LPL Financial LLC
UNCHANGED
Shares11,908 from 11,908
Change0 (0%)
Value$439.5K (+$19.0K)
Filed 2026-11-06
Adell Harriman & Carpenter Inc
NEW
Shares7,223
Change+7,223
Value$266.6K
Filed 2026-11-02
SouthState Bank Corp
UNCHANGED
Shares4,386 from 4,386
Change0 (0%)
Value$161.9K (+$7.0K)
Filed 2026-11-09
Royal Bank of Canada
N/A
Shares— from 234,780
Change-234,780 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 117,699
Change-117,699 (-100%)
Value—
Wealthspire Advisors, LLC
N/A
Shares— from 21,420
Change-21,420 (-100%)
Value—
Intrepid Capital Management Inc
N/A
Shares— from 7,268
Change-7,268 (-100%)
Value—
Status
Summit Global Investments
INCREASED8,000,1977,884,953+115,244+1%$278.4M$295.2K-$278.1M2026-10-28
Fifth Third Bancorp
UNCHANGED152,951152,95100%$5.4M$5.6M+$244.0K2026-11-05
Concurrent Investment Advisors, LLC
INCREASED97,51597,456+59+0%$3.4M$3.6M+$157.6K2026-10-16
LPL Financial LLC
UNCHANGED11,90811,90800%$420.5K$439.5K+$19.0K2026-11-06
Adell Harriman & Carpenter Inc
NEW7,223—+7,223——$266.6K—2026-11-02
SouthState Bank Corp
UNCHANGED4,3864,38600%$154.9K$161.9K+$7.0K2026-11-09
Royal Bank of Canada
N/A—234,780-234,780-100%$8.3M———
Wells Fargo & Company
N/A—117,699-117,699-100%$4.2M———
Wealthspire Advisors, LLC
N/A—21,420-21,420-100%$756.3K———
Intrepid Capital Management Inc
N/A—7,268-7,268-100%$256.6K———
Showing 10 of 10 institutions