As of the latest SEC filings, SGI US LARGE CAP CORE EQUITY E (SGLC) is held by 3 institutional funds. The largest fund shareholder is SGI Dynamic Tactical ETF (DYTA), holding an estimated $23,487,617.95 in market value, representing 30.49% of its portfolio.
Funds holding SGI US LARGE CAP CORE EQUITY E (SGLC)
Source: SEC Form N-PORT institutional portfolio disclosures
- Ticker:
- SGLC
- CIK:
| Fund | Type | Manager | Weight | Market Value | Shares |
Report Date
|
Filing Date
|
|---|---|---|---|---|---|---|---|
|
DYTA
SGI Dynamic Tactical ETF
|
ETF | Independent / Boutique | 30.49% | $23,487,617.95 | 605,195 | Feb 28, 2026 | Jun 10, 2026 |
|
SGPKX
SGI Peak Growth Fund
|
MF | Independent / Boutique | 24.47% | $15,385,370.68 | 396,428 | Feb 28, 2026 | Apr 28, 2026 |
|
SGPGX
SGI Prudent Growth Fund
|
MF | Independent / Boutique | 3.85% | $1,853,177.50 | 47,750 | Feb 28, 2026 | Apr 28, 2026 |
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