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SGI US Large Cap Core ETF (SGLC)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Summit Global Investments
INCREASED
Shares4,004,795 from 3,922,348
Change+82,447 (+2%)
Value$181.7K (+$10.8K)
Filed 2026-10-28
LPL Financial LLC
DECREASED
Shares14,952 from 17,135
Change-2,183 (-13%)
Value$678.5K (-$68.4K)
Filed 2026-11-06
Polaris Financial Partners
NEW
Shares6,384
Change+6,384
Value$179
Filed 2026-10-02
Betterment LLC
N/A
Shares— from 79,087
Change-79,087 (-100%)
Value—
Goldman Sachs Group Inc
N/A
Shares— from 36,129
Change-36,129 (-100%)
Value—
IMA Advisory Services, Inc.
N/A
Shares— from 1,525
Change-1,525 (-100%)
Value—
Transamerica Financial Advisors, LLC
N/A
Shares— from 561
Change-561 (-100%)
Value—
UBS Group AG
N/A
Shares— from 556
Change-556 (-100%)
Value—
Status
Summit Global Investments
INCREASED4,004,7953,922,348+82,447+2%$171.0K$181.7K+$10.8K2026-10-28
LPL Financial LLC
DECREASED14,95217,135-2,183-13%$746.9K$678.5K-$68.4K2026-11-06
Polaris Financial Partners
NEW6,384—+6,384——$179—2026-10-02
Betterment LLC
N/A—79,087-79,087-100%$3.4K———
Goldman Sachs Group Inc
N/A—36,129-36,129-100%$1.6M———
IMA Advisory Services, Inc.
N/A—1,525-1,525-100%$66.5K———
Transamerica Financial Advisors, LLC
N/A—561-561-100%$24.5K———
UBS Group AG
N/A—556-556-100%$24.2K———
Showing 8 of 8 institutions