Who owns LRGE (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-Q1 13F filings. 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
7 tracked funds added or opened LRGE while 16 trimmed or exited it between 2025-Q4 and 2026-Q1 — 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 11.3% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 11.3pp 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 2025-Q4 and 2026-Q1, across 81 tracked filers holding LRGE, 35 increased or opened the position and 36 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 2025-Q4 and 2026-Q1 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
- Independent Advisor Alliance$1M
Full exits 1
- Janney Montgomery Scott LLC$4M
Largest adds
- UBS Group AG$21M
- M&T Bank Corp$7M
- GOLDMAN SACHS GROUP INC$967K
- JPMORGAN CHASE & CO$394K
- NATURAL INVESTMENTS, LLC$289K
- Family Manage LLC$284K
Largest trims
- NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$17M
- ROYAL BANK OF CANADA$12M
- AA Financial Advisors, LLC$4M
- MORGAN STANLEY$3M
- SUSQUEHANNA INTERNATIONAL GROUP, LLP$2M
- COMMONWEALTH EQUITY SERVICES, 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 |
|---|---|---|---|---|
| Opal Wealth Advisors, LLC added | 662,875 | $50M | 16.3% | 2026-Q1 |
| UBS Group AG added | 440,153 | $33M | 10.9% | 2026-Q1 |
| LPL Financial LLC added | 405,270 | $30M | 10.0% | 2026-Q1 |
| MORGAN STANLEY trimmed | 353,143 | $27M | 8.7% | 2026-Q1 |
| Cetera Investment Advisers added | 288,496 | $22M | 7.1% | 2026-Q1 |
| ROYAL BANK OF CANADA trimmed | 255,111 | $19M | 6.3% | 2026-Q1 |
| STIFEL FINANCIAL CORP added | 213,321 | $16M | 5.3% | 2026-Q1 |
| M&T Bank Corp added | 106,615 | $8M | 2.6% | 2026-Q1 |
| RAYMOND JAMES FINANCIAL INC trimmed | 103,440 | $8M | 2.6% | 2026-Q1 |
| ENVESTNET ASSET MANAGEMENT INC added | 93,355 | $7M | 2.3% | 2026-Q1 |
| COMMONWEALTH EQUITY SERVICES, LLC trimmed | 65,713 | $5M | 1.6% | 2026-Q1 |
| AA Financial Advisors, LLC trimmed | 51,447 | $4M | 1.3% | 2026-Q1 |
| HighTower Advisors, LLC added | 43,799 | $3M | 1.1% | 2026-Q1 |
| TRUIST FINANCIAL CORP added | 43,172 | $3M | 1.1% | 2026-Q1 |
| Gladstone Institutional Advisory LLC trimmed | 36,751 | $3M | 0.9% | 2026-Q1 |
| BARNES PETTEY FINANCIAL ADVISORS, LLC trimmed | 29,253 | $2M | 0.7% | 2026-Q1 |
| PFG Advisors added | 23,267 | $2M | 0.6% | 2026-Q1 |
| Cambridge Investment Research Advisors, Inc. trimmed | 23,229 | $2M | 0.6% | 2026-Q1 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP trimmed | 21,717 | $2M | 0.5% | 2026-Q1 |
| PNC FINANCIAL SERVICES GROUP, INC. added | 20,518 | $2M | 0.5% | 2026-Q1 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO trimmed | 19,522 | $1M | 0.5% | 2026-Q1 |
| GOLDMAN SACHS GROUP INC added | 16,056 | $1M | 0.4% | 2026-Q1 |
| NATURAL INVESTMENTS, LLC added | 15,331 | $1M | 0.4% | 2026-Q1 |
| Cascades Capital Asset Management, LLC | 14,387 | $1M | 0.4% | 2026-Q1 |
| Independent Advisor Alliance trimmed | 13,677 | $1M | 0.3% | 2026-Q1 |
| Private Advisor Group, LLC added | 13,649 | $1M | 0.3% | 2026-Q1 |
| Fortitude Family Office, LLC trimmed | 13,600 | $1M | 0.3% | 2026-Q1 |
| OSAIC HOLDINGS, INC. added | 12,692 | $954K | 0.3% | 2026-Q1 |
| Family Manage LLC added | 11,453 | $861K | 0.3% | 2026-Q1 |
| WELLS FARGO & COMPANY/MN trimmed | 11,125 | $837K | 0.3% | 2026-Q1 |
| IHT Wealth Management, LLC trimmed | 10,529 | $792K | 0.3% | 2026-Q1 |
| PFG Investments, LLC added | 9,016 | $678K | 0.2% | 2026-Q1 |
| STEPHENS INC /AR/ added | 7,856 | $591K | 0.2% | 2026-Q1 |
| Golden State Wealth Management, LLC trimmed | 7,518 | $565K | 0.2% | 2026-Q1 |
| Prospera Financial Services Inc trimmed | 7,429 | $559K | 0.2% | 2026-Q1 |
| JPMORGAN CHASE & CO added | 7,014 | $509K | 0.2% | 2026-Q1 |
| Kestra Advisory Services, LLC added | 6,689 | $503K | 0.2% | 2026-Q1 |
| Corundum Group, Inc. added | 6,389 | $480K | 0.2% | 2026-Q1 |
| TWO SIGMA INVESTMENTS, LP trimmed | 5,952 | $448K | 0.1% | 2026-Q1 |
| Brooklyn Investment Group trimmed | 5,946 | $447K | 0.1% | 2026-Q1 |
| Milestone Investment Advisors LLC | 5,907 | $444K | 0.1% | 2026-Q1 |
| May Hill Capital, LLC trimmed | 5,653 | $425K | 0.1% | 2026-Q1 |
| CAPTRUST FINANCIAL ADVISORS | 5,605 | $421K | 0.1% | 2026-Q1 |
| Rockefeller Capital Management L.P. added | 5,433 | $409K | 0.1% | 2026-Q1 |
| RFG Advisory, LLC trimmed | 5,138 | $386K | 0.1% | 2026-Q1 |
| MML INVESTORS SERVICES, LLC trimmed | 4,987 | $375K | 0.1% | 2026-Q1 |
| Roan Capital Partners new | 4,966 | $373K | 0.1% | 2026-Q1 |
| MGO ONE SEVEN LLC trimmed | 4,769 | $359K | 0.1% | 2026-Q1 |
| Creative Planning | 4,053 | $305K | 0.1% | 2026-Q1 |
| Rossby Financial, LCC added | 3,949 | $299K | 0.1% | 2026-Q1 |
| Kestra Investment Management, LLC | 3,932 | $296K | 0.1% | 2026-Q1 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC trimmed | 3,879 | $293K | 0.1% | 2026-Q1 |
| Gateway Wealth Partners, LLC new | 3,284 | $247K | 0.1% | 2026-Q1 |
| AMERICAN FINANCIAL & TAX STRATEGIES INC | 3,245 | $244K | 0.1% | 2026-Q1 |
| Avantax Planning Partners, Inc. | 3,197 | $240K | 0.1% | 2026-Q1 |
| WEDBUSH SECURITIES INC | 3,106 | $234K | 0.1% | 2026-Q1 |
| TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV trimmed | 3,083 | $232K | 0.1% | 2026-Q1 |
| CWM, LLC | 2,838 | $213K | 0.1% | 2026-Q1 |
| Russell Investments Group, Ltd. trimmed | 2,349 | $177K | 0.1% | 2026-Q1 |
| CENTRAL TRUST Co trimmed | 2,177 | $164K | 0.1% | 2026-Q1 |
| AdvisorNet Financial, Inc added | 2,007 | $151K | 0.0% | 2026-Q1 |
| Steward Partners Investment Advisory, LLC trimmed | 1,531 | $115K | 0.0% | 2026-Q1 |
| Missouri Trust & Investment Co | 1,464 | $110K | 0.0% | 2026-Q1 |
| Arax Advisory Partners | 1,300 | $98K | 0.0% | 2026-Q1 |
| Farther Finance Advisors, LLC added | 1,055 | $80K | 0.0% | 2026-Q1 |
| Investors Research Corp trimmed | 860 | $65K | 0.0% | 2026-Q1 |
| HARBOUR INVESTMENTS, INC. | 797 | $60K | 0.0% | 2026-Q1 |
| Addison Advisors LLC | 764 | $57K | 0.0% | 2026-Q1 |
| Noble Wealth Management PBC | 700 | $53K | 0.0% | 2026-Q1 |
| SHP Wealth Management | 596 | $45K | 0.0% | 2026-Q1 |
| NBC SECURITIES, INC. added | 412 | $31K | 0.0% | 2026-Q1 |
| ASSETMARK, INC | 395 | $30K | 0.0% | 2026-Q1 |
| Sunbelt Securities, Inc. | 346 | $26K | 0.0% | 2026-Q1 |
| ST GERMAIN D J CO INC | 320 | $24K | 0.0% | 2026-Q1 |
| Ascentis Independent Advisors trimmed | 202 | $15K | 0.0% | 2026-Q1 |
| Financial Perspectives, Inc | 171 | $13K | 0.0% | 2026-Q1 |
| AVANTAX ADVISORY SERVICES, INC. trimmed | 289,647 | $23M | 7.5% | 2025-Q2 stale |
| Janney Montgomery Scott LLC added | 52,229 | $4M | 1.4% | 2025-Q4 stale |
| OLD MISSION CAPITAL LLC added | 33,683 | $3M | 0.9% | 2025-Q3 stale |
| CITADEL ADVISORS LLC trimmed | 13,246 | $1M | 0.4% | 2025-Q3 stale |
| Atria Wealth Solutions, Inc. added | 6,215 | $493K | 0.2% | 2025-Q2 stale |
| WIN ADVISORS, INC added | 5,384 | $427K | 0.1% | 2025-Q2 stale |
| JOURNEY STRATEGIC WEALTH LLC new | 4,230 | $348K | 0.1% | 2025-Q4 stale |
| Mezzasalma Advisors, LLC new | 4,021 | $335K | 0.1% | 2025-Q3 stale |
| CIBC Private Wealth Group LLC added | 3,736 | $296K | 0.1% | 2025-Q2 stale |
| Atlas Private Wealth Advisors | 3,386 | $269K | 0.1% | 2025-Q2 stale |
| NewEdge Advisors, LLC trimmed | 3,042 | $250K | 0.1% | 2025-Q4 stale |
| Intrua Financial, LLC new | 2,823 | $232K | 0.1% | 2025-Q4 stale |
| One Capital Management, LLC | 2,924 | $232K | 0.1% | 2025-Q2 stale |
| INDEPENDENT FINANCIAL GROUP, LLC new | 2,640 | $209K | 0.1% | 2025-Q2 stale |
| Elevation Capital Advisory, LLC trimmed | 2,953 | $206K | 0.1% | 2025-Q1 stale |
| PARK AVENUE SECURITIES LLC new | 2,445 | $204K | 0.1% | 2025-Q3 stale |
| Future Financial Wealth Managment LLC | 1,200 | $100K | 0.0% | 2025-Q3 stale |
| FRANKLIN RESOURCES INC trimmed | 570 | $45K | 0.0% | 2025-Q2 stale |
| FLAGSHIP HARBOR ADVISORS, LLC added | 394 | $32K | 0.0% | 2025-Q4 stale |
| BANK OF AMERICA CORP /DE/ added | 348 | $29K | 0.0% | 2025-Q4 stale |
| BANK OF MONTREAL /CAN/ trimmed | 300 | $21K | 0.0% | 2025-Q1 stale |
| Global Retirement Partners, LLC | 236 | $19K | 0.0% | 2025-Q4 stale |
| US BANCORP \DE\ added | 193 | $16K | 0.0% | 2025-Q4 stale |
| Creekmur Asset Management LLC new | 163 | $14K | 0.0% | 2025-Q3 stale |
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.