Funds holding SGI Diversified Tactical Fund/
2 funds declare a position · 0 ETFs and 2 other funds · 8.6M $ · US74933W5774
Each line carries its report date.
| Rank | Fund | Shares | Value | Weight | |
|---|---|---|---|---|---|
| 1 | SGI Peak Growth Fund RBB Fund, Inc. | 210,050 | 6.2M $ | 9.88 % | as of Feb 28, 2026 · Original filing |
| 2 | SGI Prudent Growth Fund RBB Fund, Inc. | 79,980 | 2.4M $ | 4.91 % | as of Feb 28, 2026 · Original filing |
Institutional managers
6 managers declare this company to the SEC (Form 13F). These positions are not counted in the totals above: a manager and its own funds file separately.
| Manager | Shares | Value | |
|---|---|---|---|
| LPL Financial LLC | 16,786 | 468.9K $ | as of Mar 31, 2026 |
| JANE STREET GROUP, LLC | 12,180 | 340.3K $ | as of Mar 31, 2026 |
| Transamerica Financial Advisors, LLC | 11,779 | 329.1K $ | as of Mar 31, 2026 |
| GTS SECURITIES LLC | 10,325 | 288.5K $ | as of Mar 31, 2026 |
| Summit Global Investments | 3,002,332 | 83.9K $ | as of Mar 31, 2026 |
| Betterment LLC | 38,245 | 1.1K $ | as of Mar 31, 2026 |