Who owns LRGC
Which tracked institutional funds hold LRGC, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See LRGC company fundamentals →
Ownership as of the 2026-Q2 13F filings (latest filed 2026-08-19). 13F is disclosed up to 45 days after quarter-end, so the most recent quarter fills in over the following weeks.
How the tape is positioned
8 tracked funds added or opened LRGC while 5 trimmed or exited it between 2026-Q1 and 2026-Q2 — the tape is split. When large holders disagree on a name, the funds moving first are sometimes ahead of the story.
A prompt to read the filings, not a verdict. 13F is a quarter-end snapshot disclosed up to 45 days late; a fund adds or exits for mandate, benchmark, and timing reasons that have nothing to do with a view on the stock. This is a starting question, not a signal to trade.
Conviction spread
LRGC’s largest tracked holder by dollar value, ALLIANCEBERNSTEIN L.P., sizes it at 0.3% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 0.3pp conviction gap — its largest holder concentrates the name more heavily than the typical one.
Book-share is each fund’s reported value in LRGC divided by its whole reported 13F book, so it is comparable across funds of different sizes and is unaffected by stock splits. A higher share means a fund has committed more of its book to the name — a starting question about conviction, not a verdict or a signal to trade.
Institutional & insider positioning
Between 2026-Q1 and 2026-Q2, across 29 tracked filers holding LRGC, 16 increased or opened the position and 17 reduced or closed it; over the same quarter, there were no open-market insider Form 4s.
This fuses two public signals for the same quarter — how tracked institutions changed their positions and whether insiders bought or sold in the open market. It describes what was filed; it is a starting question, not a verdict or a signal to trade.
New buyers & exits
Funds opening or closing a position in LRGC between the 2026-Q1 and 2026-Q2 13F filings, and the largest changes among funds holding it in both. New buyers and exits are counted on fund presence (split-invariant); adds and trims are measured on reported value.
New buyers 1
- Northwest Financial Advisors$55M
Full exits 4
- Arkadios Wealth Advisors$8M
- Cambridge Investment Research Advisors, Inc.$2M
- Worth Financial Advisory Group, LLC$581K
- SUSQUEHANNA INTERNATIONAL GROUP, LLP$577K
Largest adds
- ALLIANCEBERNSTEIN L.P.$36M
- RAYMOND JAMES FINANCIAL INC$5M
- NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$2M
- Cresset Asset Management, LLC$2M
- Wagner Wealth Management, LLC$2M
- ENVESTNET ASSET MANAGEMENT INC$612K
Largest trims
- LPL Financial LLC$2M
Institutional holders
One row per tracked fund, largest reported value first. “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding. Rows marked stale are from an earlier filing than the security’s latest quarter — that fund is absent from the newest snapshot (position exited, or reported under a different name).
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| ALLIANCEBERNSTEIN L.P. added | 12,351,473 | $908M | 83.3% | 2026-Q2 |
| LPL Financial LLC trimmed | 788,805 | $66M | 6.1% | 2026-Q2 |
| Northwest Financial Advisors new | 652,810 | $55M | 5.0% | 2026-Q2 |
| Wagner Wealth Management, LLC added | 112,354 | $9M | 0.9% | 2026-Q2 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO added | 112,297 | $9M | 0.9% | 2026-Q2 |
| ENVESTNET ASSET MANAGEMENT INC trimmed | 82,532 | $7M | 0.6% | 2026-Q2 |
| RAYMOND JAMES FINANCIAL INC added | 72,727 | $6M | 0.6% | 2026-Q2 |
| Cresset Asset Management, LLC added | 31,406 | $3M | 0.2% | 2026-Q2 |
| BANK OF AMERICA CORP /DE/ added | 25,016 | $2M | 0.2% | 2026-Q2 |
| Quantum Private Wealth, LLC trimmed | 14,558 | $1M | 0.1% | 2026-Q2 |
| COMMONWEALTH EQUITY SERVICES, LLC added | 9,814 | $821K | 0.1% | 2026-Q2 |
| Private Advisor Group, LLC trimmed | 6,450 | $539K | 0.0% | 2026-Q2 |
| MERCER GLOBAL ADVISORS INC /ADV added | 5,824 | $487K | 0.0% | 2026-Q2 |
| MGO ONE SEVEN LLC trimmed | 5,491 | $459K | 0.0% | 2026-Q2 |
| CITADEL ADVISORS LLC trimmed | 5,144 | $430K | 0.0% | 2026-Q2 |
| Cetera Investment Advisers new | 4,478 | $374K | 0.0% | 2026-Q2 |
| PMG Wealth Management, Inc. | 4,475 | $374K | 0.0% | 2026-Q2 |
| MORGAN STANLEY | 2,548 | $213K | 0.0% | 2026-Q2 |
| Laraway Financial Advisors Inc new | 2,529 | $211K | 0.0% | 2026-Q2 |
| Valeo Financial Advisors, LLC new | 2,462 | $206K | 0.0% | 2026-Q2 |
| Avalon Trust Co trimmed | 1,229 | $103K | 0.0% | 2026-Q2 |
| Atlantic Union Bankshares Corp | 1,099 | $92K | 0.0% | 2026-Q2 |
| ROYAL BANK OF CANADA | 864 | $72K | 0.0% | 2026-Q2 |
| PNC Financial Services Group, Inc. | 763 | $64K | 0.0% | 2026-Q2 |
| Global Retirement Partners, LLC added | 493 | $41K | 0.0% | 2026-Q2 |
| OSAIC HOLDINGS, INC. added | 319 | $27K | 0.0% | 2026-Q2 |
| PRIVATE TRUST CO NA trimmed | 219 | $18K | 0.0% | 2026-Q2 |
| NewEdge Advisors, LLC new | 61 | $5K | 0.0% | 2026-Q2 |
| Integrated Wealth Concepts LLC new | 57 | $5K | 0.0% | 2026-Q2 |
| Arkadios Wealth Advisors new | 102,701 | $8M | 0.7% | 2026-Q1 stale (1 quarter behind) |
| Cambridge Investment Research Advisors, Inc. trimmed | 27,664 | $2M | 0.2% | 2026-Q1 stale (1 quarter behind) |
| Worth Financial Advisory Group, LLC new | 880 | $581K | 0.1% | 2026-Q1 stale (1 quarter behind) |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP trimmed | 7,851 | $577K | 0.1% | 2026-Q1 stale (1 quarter behind) |
| JANE STREET GROUP, LLC trimmed | 4,210 | $309K | 0.0% | 2026-Q1 stale (1 quarter behind) |
| UBS Group AG trimmed | 1,030 | $76K | 0.0% | 2026-Q1 stale (1 quarter behind) |
| WELLS FARGO & COMPANY/MN added | 294 | $22K | 0.0% | 2026-Q1 stale (1 quarter behind) |
| CWM, LLC | 263 | $19K | 0.0% | 2026-Q1 stale (1 quarter behind) |
| Golden State Wealth Management, LLC new | 100 | $7K | 0.0% | 2026-Q1 stale (1 quarter behind) |
| Western Wealth Management, LLC new | 16 | $1K | 0.0% | 2026-Q1 stale (1 quarter behind) |
| JONES FINANCIAL COMPANIES LLLP new | 226 | $18K | 0.0% | 2025-Q4 stale (2 quarters behind) |
| JPMORGAN CHASE & CO trimmed | 3 | $233 | 0.0% | 2025-Q4 stale (2 quarters behind) |
| Good Life Advisors, LLC added | 115,012 | $8M | 0.8% | 2025-Q2 stale (4 quarters behind) |
| CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 0 | — | 0.0% | 2025-Q2 stale (4 quarters behind) |
Ownership over time
Tracked institutional holder count and total shares held by filing quarter (independent scales). The curated-era tail and any mid-ingest latest quarter are handled honestly — a partial quarter is not drawn as a collapse.
Reading this table
Funds hold the same stock for different reasons — an index fund “holds” almost everything, an active manager sizes a name to a mandate and a benchmark, and each fund entered at its own price and time. Because 13F is filed up to 45 days after quarter-end, every row is a backward-looking snapshot; a manager may have traded since. Share-class siblings (a company’s A and C shares) are rolled up to one line so a dual-class name is never double-counted. Compare like-for-like. A large holder is not an endorsement, and a fund exiting is not a warning — this is a starting question, not a verdict.
About 13F filings
A Form 13F is a quarterly disclosure that institutional investment managers with over $100 million in US-listed equities must file with the SEC. In plain English: it is a snapshot of the long stock positions a fund held at the end of a quarter. It covers long US-listed equities only — not short positions, options, cash, or private holdings — and the funds shown are the large sample we track, not the complete 13F universe.