Summit Global Investments

Position in SGLC — SGI U.S. Large Cap Core ETF

CIK 1697953 BOUNTIFUL, UT

Back to SGLC Full portfolio

All Filings in SGLC

13 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31 SGLC	$137,562,164	3,703,084	+53.5%	Shares	Sole	2026-05-07
2025-12-31 SGLC	$92,595,229	2,412,905	+11.3%	Shares	Sole	2026-02-18
2025-09-30 SGLC	$79,684,629	2,166,992	+1.9%	Shares	Sole	2025-11-03
2025-06-30 SGLC	$72,319,545	2,125,795	+2.8%	Shares	Sole	2025-08-12
2025-03-31 SGLC	$64,285,223	2,067,049	-33.4%	Shares	Sole	2025-04-07
2024-12-31 SGLC	$101,769,372	3,103,671	+10.1%	Shares	Sole	2025-02-11
2024-09-30 SGLC	$100,051,212	2,818,344	+6.0%	Shares	Sole	2024-10-31
2024-06-30 SGLC	$92,820,458	2,659,612	+5.6%	Shares	Sole	2024-07-22
2024-03-31 SGLC	$83,814,865	2,517,719	-27.4%	Shares	Sole	2024-04-29
2023-12-31 SGLC	$102,817,668	3,466,660	-4.0%	Shares	Sole	2024-02-06
2023-09-30 SGLC	$97,597,599	3,610,714	+29.6%	Shares	Sole	2023-10-16
2023-06-30 SGLC	$76,251,440	2,786,255	+1300.5%	Shares	Sole	2023-07-19
2023-03-31 SGLC	$5,036,940	198,947	—	Shares	Sole	2023-05-04
No filing history on record for this holder in this stock.