Sgi Enhanced Core ETFUSDXETF

13F holders, Q2 2026 (June 30)
5holders −6
1new positions
7sold out
$25.49avg. 13F price*

At the end of Q2 2026, 5 institutions reported holding Sgi Enhanced Core ETF (USDX) in their 13F filings, down 6 from Q1 2026. 1 opened new positions and 7 sold out. The largest holders were Summit Global Investments ($222.2M), Betterment LLC ($19.3M) and Beta Wealth Group, Inc. ($2.1M).

Company
Sgi Enhanced Core ETF
Filed as
RBB FD INC (Q2 2026)
CUSIP
74933W254
Latest filing quarter
Q2 2026

History

Number of 13F holders

051015 Q1 2024: 2Q1 2024Q2 2024: 5Q2 2024Q3 2024: 7Q3 2024Q4 2024: 8Q4 2024Q1 2025: 8Q1 2025Q2 2025: 8Q2 2025Q3 2025: 8Q3 2025Q4 2025: 9Q4 2025Q1 2026: 11Q1 2026Q2 2026: 5Q2 2026

Total Exit/New Position Q1 2026 → Q2 2026

InstitutionsTotal Value
New Positions1$291K
Exits7$5.4M

All 13F filers, Q1 2026 → Q2 2026: 15,680 shares bought and 1,332,198 shares sold, net −1,316,518 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 5 holders

Summit Global Investments 12.14% Reduce -11.4% 8,719,186 $222.2M
Betterment LLC 0.03% Add +0.6% 757,431 $19.3M
Beta Wealth Group, Inc. 0.81% Reduce -2.0% 84,291 $2.1M
Susquehanna International Group, LLP 0.00% New 11,411 $291K
Transamerica Financial Advisors, LLC 0.00% Reduce -28.0% 344 $9K

"% of holder's portfolio" is USDX's weight in each manager's 13F, not the share of Sgi Enhanced Core ETF the manager owns.