SGLC RBB FD INC

SGI US LARGE CAP (fund)

8 managers (8 13F filers) reported a position in SGLC shares at 2025-06-30, 2,219,196 shares in all. 1 filer opened a position and 1 filer sold out during the quarter.

Managers: 8
13F filers: 8
New: 1
Added: 1
Reduced: 4
Sold out: 1
Shares held by filers: 2,219,196

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 2025

Filers in the available 13F reports with a share position at 2025-06-30, 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	2,125,795	$72.3M	4.26%	+58,746	13F-HR Timeline Group
Betterment LLC	56,008	$1.91M	<0.01%	-15,938	13F-HR Timeline
LPL Financial LLC	26,443	$900K	<0.01%	-2,233	13F-HR Timeline
GTS SECURITIES LLC	10,571	$360K	0.02%	-12,172	13F-HR Timeline
Transamerica Financial Advisors, LLCin group Transamerica Financial Adviso…	271	$9.21K	<0.01%	0	13F-HR Timeline Group
UBS Group AGin group UBS Group AG	108	$3.67K	<0.01%	-1,877	13F-HR Timeline Group
CONCOURSE FINANCIAL GROUP SECURITIES, I…	0	$0		0	13F-HR TimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.
NewEdge Advisors, LLC	0	$0	0%	new	13F-HR TimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.