SGI ENHANCED MARKET LEA ETF LDRX
$35.35
+0.1% 52w: $28.00 – $36.41
Latest 13F among current holders filed 1 month ago (May 15, 2026)
Price — last 12 months
research preview data28.0032.2036.41
Jun 20, 2025 Jul 2, 2026
Institutional holders
11
+0 QoQ
13F value
$258.4M
+15.9% QoQ
Smart-money holders
1
signal tier ≥ 2
New smart buyers
0
Q1 2026
Institutional value by quarter
Number of holders
Who owns LDRX?
Q1 2026 filings| Fund | Type | Shares | Value | % of fund | Change |
|---|---|---|---|---|---|
| Summit Global Investments | Wealth advisor | 7.7M | $234.5M | 13.8% | +28.3% |
| ROYAL BANK OF CANADA | Bank broker | 241.3K | $7.4M | 0.0% | -11.0% |
| FIFTH THIRD BANCORP | Diversified mechanical | 153.0K | $4.7M | 0.0% | New |
| WELLS FARGO & COMPANY/MN | Bank broker | 142.6K | $4.4M | 0.0% | -8.2% |
| Concurrent Investment Advisors, LLC | Wealth advisor | 97.4K | $3.0M | 0.0% | Held |
| Private Advisor Group, LLC | Wealth advisor | 93.0K | $2.9M | 0.0% | Held |
| Wealthspire Advisors, LLC | Wealth advisor | 21.4K | $657K | 0.0% | Held |
| LPL Financial LLC | Bank broker | 11.9K | $365K | 0.0% | Held |
| INTREPID CAPITAL MANAGEMENT INC ★2 | Fundamental diversified | 7.3K | $223K | 0.1% | Held |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Market maker | 6.7K | $205K | 0.0% | New |
| SouthState Bank Corp | Diversified mechanical | 4.4K | $134K | 0.0% | Held |
Exits are not a bearish signal: our backtest shows stocks specialists exit keep outperforming for 3+ quarters — selling usually means profit-taking, not a forecast.