SGLC RBB FD INC
FollowSGI US LARGE CAP (fund)
7 managers (7 13F filers) reported a position in SGLC shares at 2026-06-30, 4,057,341 shares in all. 2 filers opened a position and 2 filers sold out during the quarter.
- Managers
- 7
- 13F filers
- 7
- New
- 2
- Added
- 4
- Reduced
- 0
- Sold out
- 2
- Shares held by filers
- 4,057,341
Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.
13D and 13G filers
No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.
Insider trades
No Form 4 transaction on this security in the data.
13F holders, Q2 2026
Filers in the available 13F reports with a share position at 2026-06-30, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.
| Holder | Shares | Value | % of portfolio | Change | Source |
|---|---|---|---|---|---|
| Summit Global Investmentsin group Summit Global Investments | 3,922,348 | $171M | 9.34% | +219,264 | 13F-HRTimelineGroup |
| Betterment LLC | 79,087 | $3.45M | 0.01% | +1,191 | 13F-HRTimeline |
| GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC | 36,129 | $1.57M | <0.01% | new | 13F-HRTimelineGroup |
| LPL Financial LLC | 17,135 | $747K | <0.01% | +1,070 | 13F-HRTimeline |
| IMA Advisory Services, Inc. | 1,525 | $66.5K | <0.01% | new | 13F-HRTimeline |
| Transamerica Financial Advisors, LLCin group Transamerica Financial Adviso… | 561 | $24.5K | <0.01% | 0 | 13F-HRTimelineGroup |
| UBS Group AGin group UBS Group AG | 556 | $24.2K | <0.01% | +541 | 13F-HRTimelineGroup |