DOSSIER · 13F Holders · Q1 2026
USDX

SGI

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

CUSIP 74933W254·11 13F holders·last filed Mar 31, 2026
Market cap
13F value held
$279M
visible holders
Holders
11
filers reporting
Concentration
90.60%
Summit Global Investments #1
top holder share
AI Holders Summary · Q1 2026

11 institutions reported USDX in Q1 2026. Summit Global Investments leads at 90.6% 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
GTS SECURITIES LLC
CIK 0001452765· Market maker
$2M95K0.09%Q1 2026
04
Beta Wealth Group, Inc.
CIK 0001594417
$2M84K0.81%Q2 2026
05
OLD MISSION CAPITAL LLC
CIK 0001455915
$1M46K0.02%Q1 2026
06
Andina Capital Management, LLC
CIK 0001919158
$567K22K0.50%Q1 2026
07
JANE STREET GROUP, LLC
CIK 0001595888· Market maker
$310K12K0.00%Q1 2026
08
CITADEL ADVISORS LLC
CIK 0001423053
$207K8K0.00%Q4 2025
09
Transamerica Financial Advisors, LLC
CIK 0001502149
$12K4780.00%Q1 2026
10
Advisory Services Network, LLC
CIK 0001573876
$7K2800.00%Q1 2026
11
CONCOURSE FINANCIAL GROUP SECURITIES, INC.
CIK 0000752798
$00Q2 2025