Q2 2025 13F Holders as of 30 Jun 2025
-
Type / Class
-
Equity / SGI US LARGE CAP
-
Number of holders
-
6
-
Total 13F shares, excl. options
-
2,219,196
-
Shares change
-
+25,502
-
Total reported value, excl. options
-
$75,497,105
-
Value change
-
+$870,694
-
Number of buys
-
1
-
Number of sells
-
-5
-
Price
-
$34.02
Significant Holders of RBB FD INC - SGI US LARGE CAP (SGLC) as of Q2 2025
7 filings reported holding SGLC - RBB FD INC - SGI US LARGE CAP as of Q2 2025.
RBB FD INC - SGI US LARGE CAP (SGLC) has 6 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 2,219,196 shares
.
Largest 7 shareholders include Summit Global Investments (2,125,795 shares), Betterment LLC (56,008 shares), LPL Financial LLC (26,443 shares), GTS SECURITIES LLC (10,571 shares), Transamerica Financial Advisors, LLC (271 shares), UBS Group AG (108 shares), and ASSETMARK, INC (0 shares).
This table shows the top 6 institutional shareholders of the company equity. This data is sourced directly from the SEC via 13F filings.
| Investor |
Option |
Weight % |
Change % |
Value $ |
* Price $ |
Shares |
Share Change |
Activity |
Report Period |
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.