DOSSIER · 13F Holders · Q1 2026
USDX

SGI

7 institutions still hold SGI as of Q1 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 74933W254·7 13F holders·last filed Mar 31, 2026
Market cap
13F value held
$274M
visible holders
Holders
7
filers reporting
Concentration
91.96%
Summit Global Investments #1
top holder share
AI Holders Summary · Q1 2026

7 institutions reported USDX in Q1 2026. Summit Global Investments leads at 92.0% of the visible book.

Top holders

Sorted by position value. Source: SEC EDGAR 13F-HR filings.

#HolderValueShares% port.Quarter
01
Summit Global Investments
CIK 0001697953
$252M9.8M14.89%Q1 2026
02
Betterment LLC
CIK 0001633901
$19M753K0.04%Q1 2026
03
Beta Wealth Group, Inc.
CIK 0001594417
$2M84K0.81%Q2 2026
04
JANE STREET GROUP, LLC
CIK 0001595888· Market maker
$310K12K0.00%Q1 2026
05
SUSQUEHANNA INTERNATIONAL GROUP, LLP
CIK 0001446194· Market maker
$291K11K0.00%Q2 2026
06
Transamerica Financial Advisors, LLC
CIK 0001502149
$9K3440.00%Q2 2026
07
CONCOURSE FINANCIAL GROUP SECURITIES, INC.
CIK 0000752798
$00Q2 2025