SGLC RBB FD INC
FollowSGI US LARGE CAP (fund)
8 managers (8 13F filers) reported a position in SGLC shares at 2025-12-31, 2,887,064 shares in all. 3 filers opened a position and 1 filer sold out during the quarter.
- Managers
- 8
- 13F filers
- 8
- New
- 3
- Added
- 3
- Reduced
- 1
- Sold out
- 1
- Shares held by filers
- 2,887,064
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, Q4 2025
Filers in the available 13F reports with a share position at 2025-12-31, 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 | 2,412,905 | $92.6M | 5.47% | +245,913 | 13F-HRTimelineGroup |
| SG Trading Solutions, LLC | 375,567 | $14.4M | 3.35% | 13F-HRTimeline | |
| Betterment LLC | 66,623 | $2.56M | <0.01% | +6,066 | 13F-HRTimeline |
| LPL Financial LLC | 16,179 | $621K | <0.01% | -4,797 | 13F-HRTimeline |
| GTS SECURITIES LLC | 14,724 | $565K | 0.02% | new | 13F-HRTimeline |
| Transamerica Financial Advisors, LLCin group Transamerica Financial Adviso… | 670 | $25.7K | <0.01% | +399 | 13F-HRTimelineGroup |
| ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA | 351 | $13K | <0.01% | new | 13F-HRTimelineGroup |
| Arax Advisory Partners | 45 | $1.73K | <0.01% | new | 13F-HRTimeline |