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SGI Enhanced Core ETF (USDX)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Summit Global Investments
INCREASED
Shares8,958,789 from 8,719,186
Change+239,603 (+3%)
Value$229.5K (+$7.3K)
Filed 2026-10-28
Disciplina Capital Management LLC
NEW
Shares1,091,225
Change+1,091,225
Value$28.0M
Filed 2026-11-06
Betterment LLC
N/A
Shares— from 757,431
Change-757,431 (-100%)
Value—
Beta Wealth Group, Inc.
N/A
Shares— from 84,291
Change-84,291 (-100%)
Value—
Susquehanna International Group, LLP
N/A
Shares— from 11,411
Change-11,411 (-100%)
Value—
Transamerica Financial Advisors, LLC
N/A
Shares— from 344
Change-344 (-100%)
Value—
Status
Summit Global Investments
INCREASED8,958,7898,719,186+239,603+3%$222.2K$229.5K+$7.3K2026-10-28
Disciplina Capital Management LLC
NEW1,091,225—+1,091,225——$28.0M—2026-11-06
Betterment LLC
N/A—757,431-757,431-100%$19.3K———
Beta Wealth Group, Inc.
N/A—84,291-84,291-100%$2.1M———
Susquehanna International Group, LLP
N/A—11,411-11,411-100%$290.8K———
Transamerica Financial Advisors, LLC
N/A—344-344-100%$8.8K———
Showing 6 of 6 institutions