SGLC RBB FD INC
FollowSGI US LARGE CAP (fund)
5 managers (5 13F filers) reported a position in SGLC shares at 2025-09-30, 2,249,329 shares in all. 0 filers opened a position and 2 filers sold out during the quarter.
- Managers
- 5
- 13F filers
- 5
- New
- 0
- Added
- 3
- Reduced
- 1
- Sold out
- 2
- Shares held by filers
- 2,249,329
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, Q3 2025
Filers in the available 13F reports with a share position at 2025-09-30, 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 | 2,166,992 | $79.7M | 4.65% | +41,197 | 13F-HRTimelineGroup |
| Betterment LLC | 60,557 | $2.23M | <0.01% | +4,549 | 13F-HRTimeline |
| LPL Financial LLC | 20,976 | $771K | <0.01% | -5,467 | 13F-HRTimeline |
| UBS Group AGin group UBS Group AG | 533 | $19.6K | <0.01% | +425 | 13F-HRTimelineGroup |
| Transamerica Financial Advisors, LLCin group Transamerica Financial Adviso… | 271 | $9.96K | <0.01% | 0 | 13F-HRTimelineGroup |