LDRX Institutional Ownership
SGI Enhanced Market Leaders ETF
1W: -0.2%
1M: +1.6%
3M: +4.3%
YTD: +13.3%
1Y: +15.5%
$37.17
+0.34 (+0.92%)
Weekly Expected Move ±1.6%
$36
$37
$37
$38
$38
Overview
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Institutional Ownership — LDRX
11
Institutional Holders
-1 vs prior quarter
0.0%
Ownership
+0.00pp
301M
Total Invested
0
New Positions
2
Increased
4
Reduced
2
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (12 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | Summit Global Investments | 7,884,953 | $293M | +234,470 | +3.1% | 4Q | SEC ↗ |
| 2 | ROYAL BANK OF CANADA | 234,780 | $9M | -6,570 | -2.7% | 5Q | SEC ↗ |
| 3 | FIFTH THIRD BANCORP | 152,951 | $6M | — | +0.0% | 2Q | SEC ↗ |
| 4 | WELLS FARGO & COMPANY/MN | 117,699 | $4M | -24,940 | -17.5% | 5Q | SEC ↗ |
| 5 | Concurrent Investment Advisors, LLC | 97,456 | $4M | +50 | +0.1% | 5Q | SEC ↗ |
| 6 | Wealthspire Advisors, LLC | 21,420 | $796K | — | +0.0% | 5Q | SEC ↗ |
| 7 | LPL Financial LLC | 11,908 | $443K | — | +0.0% | 4Q | SEC ↗ |
| 8 | INTREPID CAPITAL MANAGEMENT INC | 7,268 | $270K | — | +0.0% | 5Q | SEC ↗ |
| 9 | SouthState Bank Corp | 4,386 | $163K | — | +0.0% | 5Q | SEC ↗ |
| 10 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 0 | $0K | -6,694 | -100.0% | 1Q | SEC ↗ |
| 11 | Private Advisor Group, LLC | 0 | $0K | -93,003 | -100.0% | 2Q | SEC ↗ |
| 12 | UBS Group AG | 0 | $0K | -1,053 | -100.0% | 3Q | SEC ↗ |
Recent Activity
New Positions (0)
No new positions this quarter.
Sold Out (3)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| Private Advisor Group, LLC | 93,003 | $3M |
| SUSQUEHANNA INTERNATIONAL GROUP, LL | 6,694 | $249K |
| UBS Group AG | 1,053 | $39K |
Biggest Increases (2)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| Summit Global Investments | +234,470 | +3.1% | 7,884,953 |
| Concurrent Investment Advisors, LLC | +50 | +0.1% | 97,456 |
Biggest Decreases (2)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| WELLS FARGO & COMPANY/MN | -24,940 | -17.5% | 117,699 |
| ROYAL BANK OF CANADA | -6,570 | -2.7% | 234,780 |