Who owns USDX?
SGI Enhanced Core ETF · SGI
5 institutions reported holding USDX, worth $244.0M, in Form 13F filings for June 30, 2026.
Top 5 institutional holders of USDX
| Firm | Location | Value | Shares | Change |
|---|---|---|---|---|
| Summit Global Investments | Bountiful, UT | $222.2M | 8,719,186 | −1,118,518 shares |
| Betterment LLC | New York, NY | $19.3M | 757,431 | +4,269 shares |
| Beta Wealth Group, Inc. | San Diego, CA | $2.1M | 84,291 | −1,702 shares |
| Susquehanna International Group, LLP | Bala Cynwyd, PA | $291K | 11,411 | New position |
| Transamerica Financial Advisors, LLC | Cedar Rapids, IA | $9K | 344 | −134 shares |
From SEC Form 13F, for managers with $100M+ in US securities. Change compares June 30, 2026 with March 31, 2026. “New position” means no holding in the prior filing we have.
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Frequently asked questions
Who owns USDX?
5 institutional managers reported holding USDX in Form 13F filings for June 30, 2026, worth $244.0M in total. The largest reported position was held by Summit Global Investments, at $222.2M.
Did institutions buy or sell USDX last quarter?
Reported 13F value fell 12.7% from March 31, 2026, which includes price moves as well as buying and selling. 1 firms reported a new position and 7 sold all of theirs.
What is a Form 13F?
A quarterly report filed with the SEC by institutional investment managers with $100 million or more in qualifying US securities. It lists their long positions at quarter end. It doesn't cover retail investors, cash, short positions, or managers under the threshold, so it shows part of a fund's ownership, not all of it.
How often is USDX ownership data updated?
13F filings are due 45 days after each quarter ends. The next set is due around mid-November. Positions can be up to about four and a half months old by the time a new set arrives.