Who owns LRGE
Which tracked institutional funds hold LRGE, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See LRGE company fundamentals →
Ownership as of the 2026-Q2 13F filings (latest filed 2026-08-14). 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
16 tracked funds added or opened LRGE while 8 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
LRGE’s largest tracked holder by dollar value, Opal Wealth Advisors, LLC, sizes it at 12.6% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 12.6pp conviction gap — its largest holder concentrates the name more heavily than the typical one.
Book-share is each fund’s reported value in LRGE 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 73 tracked filers holding LRGE, 23 increased or opened the position and 39 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 LRGE 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.
Full exits 4
- HighTower Advisors, LLC$3M
- Cambridge Investment Research Advisors, Inc.$2M
- NATURAL INVESTMENTS, LLC$1M
- Independent Advisor Alliance$1M
Largest adds
- Opal Wealth Advisors, LLC$9M
- UBS Group AG$5M
- Kestra Advisory Services, LLC$5M
- LPL Financial LLC$3M
- Cetera Investment Advisers$3M
- SUSQUEHANNA INTERNATIONAL GROUP, LLP$2M
Largest trims
- ROYAL BANK OF CANADA$8M
- M&T Bank Corp$601K
- JPMORGAN CHASE & CO$331K
- COMMONWEALTH EQUITY SERVICES, LLC$259K
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 |
|---|---|---|---|---|
| Opal Wealth Advisors, LLC added | 681,595 | $58M | 17.6% | 2026-Q2 |
| UBS Group AG added | 446,279 | $38M | 11.5% | 2026-Q2 |
| LPL Financial LLC trimmed | 391,188 | $34M | 10.1% | 2026-Q2 |
| MORGAN STANLEY trimmed | 334,673 | $29M | 8.6% | 2026-Q2 |
| Cetera Investment Advisers trimmed | 283,104 | $24M | 7.3% | 2026-Q2 |
| STIFEL FINANCIAL CORP trimmed | 202,085 | $17M | 5.2% | 2026-Q2 |
| ROYAL BANK OF CANADA trimmed | 132,907 | $11M | 3.4% | 2026-Q2 |
| RAYMOND JAMES FINANCIAL INC trimmed | 97,279 | $8M | 2.5% | 2026-Q2 |
| ENVESTNET ASSET MANAGEMENT INC added | 95,063 | $8M | 2.5% | 2026-Q2 |
| M&T Bank Corp trimmed | 86,580 | $7M | 2.2% | 2026-Q2 |
| Kestra Advisory Services, LLC added | 60,220 | $5M | 1.6% | 2026-Q2 |
| COMMONWEALTH EQUITY SERVICES, LLC trimmed | 54,660 | $5M | 1.4% | 2026-Q2 |
| AA Financial Advisors, LLC added | 52,655 | $5M | 1.4% | 2026-Q2 |
| TRUIST FINANCIAL CORP added | 47,565 | $4M | 1.2% | 2026-Q2 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP added | 45,450 | $4M | 1.2% | 2026-Q2 |
| Gladstone Institutional Advisory LLC trimmed | 36,737 | $3M | 0.9% | 2026-Q2 |
| BARNES PETTEY FINANCIAL ADVISORS, LLC trimmed | 27,861 | $2M | 0.7% | 2026-Q2 |
| PFG Advisors added | 23,734 | $2M | 0.6% | 2026-Q2 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO added | 19,565 | $2M | 0.5% | 2026-Q2 |
| PNC Financial Services Group, Inc. trimmed | 19,049 | $2M | 0.5% | 2026-Q2 |
| GOLDMAN SACHS GROUP INC added | 16,428 | $1M | 0.4% | 2026-Q2 |
| Private Advisor Group, LLC added | 14,839 | $1M | 0.4% | 2026-Q2 |
| Cascades Capital Asset Management, LLC trimmed | 13,925 | $1M | 0.4% | 2026-Q2 |
| Fortitude Family Office, LLC | 13,600 | $1M | 0.4% | 2026-Q2 |
| OSAIC HOLDINGS, INC. trimmed | 12,124 | $1M | 0.3% | 2026-Q2 |
| Gateway Wealth Partners, LLC added | 11,794 | $1M | 0.3% | 2026-Q2 |
| Family Manage LLC | 11,453 | $981K | 0.3% | 2026-Q2 |
| WELLS FARGO & COMPANY/MN added | 11,333 | $971K | 0.3% | 2026-Q2 |
| IHT Wealth Management, LLC trimmed | 10,212 | $875K | 0.3% | 2026-Q2 |
| PFG Investments, LLC | 9,016 | $772K | 0.2% | 2026-Q2 |
| STEPHENS INC /AR/ | 7,856 | $673K | 0.2% | 2026-Q2 |
| Rockefeller Capital Management L.P. added | 7,251 | $621K | 0.2% | 2026-Q2 |
| Prospera Financial Services Inc trimmed | 7,045 | $604K | 0.2% | 2026-Q2 |
| Golden State Wealth Management, LLC trimmed | 7,008 | $600K | 0.2% | 2026-Q2 |
| Corundum Group, Inc. | 6,389 | $547K | 0.2% | 2026-Q2 |
| Nuveen, LLC new | 5,757 | $493K | 0.1% | 2026-Q2 |
| CAPTRUST FINANCIAL ADVISORS | 5,605 | $480K | 0.1% | 2026-Q2 |
| May Hill Capital, LLC trimmed | 5,464 | $468K | 0.1% | 2026-Q2 |
| AdvisorNet Financial, Inc added | 5,305 | $454K | 0.1% | 2026-Q2 |
| MGO ONE SEVEN LLC trimmed | 4,536 | $389K | 0.1% | 2026-Q2 |
| RFG Advisory, LLC trimmed | 4,464 | $382K | 0.1% | 2026-Q2 |
| Creative Planning | 4,053 | $347K | 0.1% | 2026-Q2 |
| Rossby Financial, LCC added | 3,960 | $339K | 0.1% | 2026-Q2 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC trimmed | 3,872 | $339K | 0.1% | 2026-Q2 |
| Kestra Investment Management, LLC | 3,932 | $337K | 0.1% | 2026-Q2 |
| MML INVESTORS SERVICES, LLC trimmed | 3,914 | $335K | 0.1% | 2026-Q2 |
| AMERICAN FINANCIAL & TAX STRATEGIES INC | 3,245 | $278K | 0.1% | 2026-Q2 |
| Avantax Planning Partners, Inc. | 3,197 | $274K | 0.1% | 2026-Q2 |
| TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV | 3,083 | $264K | 0.1% | 2026-Q2 |
| Intrua Financial, LLC trimmed | 2,498 | $214K | 0.1% | 2026-Q2 |
| Russell Investments Group, Ltd. trimmed | 2,342 | $201K | 0.1% | 2026-Q2 |
| CITADEL ADVISORS LLC trimmed | 2,340 | $200K | 0.1% | 2026-Q2 |
| CENTRAL TRUST Co trimmed | 2,147 | $184K | 0.1% | 2026-Q2 |
| JPMORGAN CHASE & CO trimmed | 2,109 | $178K | 0.1% | 2026-Q2 |
| NewEdge Advisors, LLC trimmed | 1,901 | $163K | 0.0% | 2026-Q2 |
| Arax Advisory Partners | 1,300 | $111K | 0.0% | 2026-Q2 |
| Farther Finance Advisors, LLC | 1,055 | $90K | 0.0% | 2026-Q2 |
| Investors Research Corp | 860 | $74K | 0.0% | 2026-Q2 |
| HARBOUR INVESTMENTS, INC. | 797 | $68K | 0.0% | 2026-Q2 |
| Addison Advisors LLC | 764 | $65K | 0.0% | 2026-Q2 |
| Noble Wealth Management PBC | 700 | $60K | 0.0% | 2026-Q2 |
| First Command Advisory Services, Inc. new | 677 | $58K | 0.0% | 2026-Q2 |
| SHP Wealth Management | 596 | $51K | 0.0% | 2026-Q2 |
| Steward Partners Investment Advisory, LLC trimmed | 516 | $44K | 0.0% | 2026-Q2 |
| LANARK FINANCIAL, INC. | 412 | $35K | 0.0% | 2026-Q2 |
| ASSETMARK, INC | 395 | $34K | 0.0% | 2026-Q2 |
| Integrated Wealth Concepts LLC new | 343 | $29K | 0.0% | 2026-Q2 |
| ST GERMAIN D J CO INC | 320 | $27K | 0.0% | 2026-Q2 |
| Financial Perspectives, Inc | 171 | $15K | 0.0% | 2026-Q2 |
| Cullen/Frost Bankers, Inc. | 155 | $13K | 0.0% | 2026-Q2 |
| EverSource Wealth Advisors, LLC trimmed | 105 | $9K | 0.0% | 2026-Q2 |
| VANGUARD ADVISERS INC | 59 | $5K | 0.0% | 2026-Q2 |
| FMR LLC | 44 | $4K | 0.0% | 2026-Q2 |
| HighTower Advisors, LLC added | 43,799 | $3M | 1.0% | 2026-Q1 stale (1 quarter behind) |
| Cambridge Investment Research Advisors, Inc. trimmed | 23,229 | $2M | 0.5% | 2026-Q1 stale (1 quarter behind) |
| NATURAL INVESTMENTS, LLC added | 15,331 | $1M | 0.3% | 2026-Q1 stale (1 quarter behind) |
| Independent Advisor Alliance trimmed | 13,677 | $1M | 0.3% | 2026-Q1 stale (1 quarter behind) |
| TWO SIGMA INVESTMENTS, LP trimmed | 5,952 | $448K | 0.1% | 2026-Q1 stale (1 quarter behind) |
| Brooklyn Investment Group trimmed | 5,946 | $447K | 0.1% | 2026-Q1 stale (1 quarter behind) |
| Milestone Investment Advisors LLC | 5,907 | $444K | 0.1% | 2026-Q1 stale (1 quarter behind) |
| Roan Capital Partners new | 4,966 | $373K | 0.1% | 2026-Q1 stale (1 quarter behind) |
| WEDBUSH SECURITIES INC | 3,106 | $234K | 0.1% | 2026-Q1 stale (1 quarter behind) |
| CWM, LLC | 2,838 | $213K | 0.1% | 2026-Q1 stale (1 quarter behind) |
| Missouri Trust & Investment Co | 1,464 | $110K | 0.0% | 2026-Q1 stale (1 quarter behind) |
| Janney Montgomery Scott LLC added | 52,229 | $4M | 1.3% | 2025-Q4 stale (2 quarters behind) |
| JOURNEY STRATEGIC WEALTH LLC new | 4,230 | $348K | 0.1% | 2025-Q4 stale (2 quarters behind) |
| FLAGSHIP HARBOR ADVISORS, LLC new | 394 | $32K | 0.0% | 2025-Q4 stale (2 quarters behind) |
| BANK OF AMERICA CORP /DE/ added | 348 | $29K | 0.0% | 2025-Q4 stale (2 quarters behind) |
| OLD MISSION CAPITAL LLC added | 33,683 | $3M | 0.8% | 2025-Q3 stale (3 quarters behind) |
| Mezzasalma Advisors, LLC new | 4,021 | $335K | 0.1% | 2025-Q3 stale (3 quarters behind) |
| PARK AVENUE SECURITIES LLC new | 2,445 | $204K | 0.1% | 2025-Q3 stale (3 quarters behind) |
| Future Financial Wealth Managment LLC | 1,200 | $100K | 0.0% | 2025-Q3 stale (3 quarters behind) |
| AVANTAX ADVISORY SERVICES, INC. trimmed | 289,647 | $23M | 6.9% | 2025-Q2 stale (4 quarters behind) |
| Atria Wealth Solutions, Inc. added | 6,215 | $493K | 0.1% | 2025-Q2 stale (4 quarters behind) |
| WIN ADVISORS, INC added | 5,384 | $427K | 0.1% | 2025-Q2 stale (4 quarters behind) |
| CIBC Private Wealth Group LLC added | 3,736 | $296K | 0.1% | 2025-Q2 stale (4 quarters behind) |
| Atlas Private Wealth Advisors | 3,386 | $269K | 0.1% | 2025-Q2 stale (4 quarters behind) |
| One Capital Management, LLC | 2,924 | $232K | 0.1% | 2025-Q2 stale (4 quarters behind) |
| INDEPENDENT FINANCIAL GROUP, LLC trimmed | 2,640 | $209K | 0.1% | 2025-Q2 stale (4 quarters behind) |
| FRANKLIN RESOURCES INC trimmed | 570 | $45K | 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.