Who owns LRGF (LRGF)
Which tracked institutional funds hold LRGF, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See LRGF 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
35 tracked funds added or opened LRGF while 57 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
LRGF’s largest tracked holder by dollar value, Strategic Financial Services, Inc., sizes it at 12.5% of its own reported 13F book, while the median holder sizes it at 0.2% of theirs — a 12.3pp conviction gap — its largest holder concentrates the name more heavily than the typical one.
Book-share is each fund’s reported value in LRGF 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 242 tracked filers holding LRGF, 102 increased or opened the position and 100 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 LRGF 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 7
- Annex Advisory Services, LLC$90M
- EXCHANGE TRADED CONCEPTS, LLC$12M
- DIVERSIFY WEALTH MANAGEMENT, LLC$4M
- Tower Research Capital LLC (TRC)$1M
- CITADEL ADVISORS LLC$822K
- Kohmann Bosshard Financial Services, LLC$577K
Full exits 10
- Tolleson Wealth Management, Inc.$163M
- AFFINITY WEALTH MANAGEMENT LLC$45M
- TWO SIGMA INVESTMENTS, LP$9M
- Diversify Advisory Services, LLC$3M
- JANE STREET GROUP, LLC$3M
- Hershey Financial Advisers, LLC$2M
Largest adds
- Integrated Wealth Concepts LLC$30M
- Kestra Investment Management, LLC$24M
- NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$17M
- SigFig Wealth Management, LLC$15M
- Conrad Siegel Investment Advisors, Inc.$10M
- Modern Wealth Management, LLC$10M
Largest trims
- EWA, LLC$45M
- BANK OF AMERICA CORP /DE/$34M
- JPMORGAN CHASE & CO$28M
- DDFG, Inc$14M
- OSAIC HOLDINGS, INC.$12M
- BlackRock, Inc.$10M
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 |
|---|---|---|---|---|
| Strategic Financial Services, Inc. added | 3,990,874 | $263M | 10.1% | 2026-Q1 |
| HALBERT HARGROVE GLOBAL ADVISORS, LLC added | 3,626,489 | $239M | 9.2% | 2026-Q1 |
| SigFig Wealth Management, LLC added | 2,891,969 | $191M | 7.3% | 2026-Q1 |
| WELLS FARGO & COMPANY/MN added | 2,879,070 | $190M | 7.3% | 2026-Q1 |
| Plancorp, LLC added | 1,980,357 | $136M | 5.2% | 2026-Q1 |
| Annex Advisory Services, LLC new | 1,361,862 | $90M | 3.4% | 2026-Q1 |
| Ullmann Wealth Partners Group, LLC trimmed | 1,163,663 | $77M | 2.9% | 2026-Q1 |
| Clearwater Capital Advisors, LLC added | 1,128,442 | $74M | 2.8% | 2026-Q1 |
| Modern Wealth Management, LLC added | 1,051,355 | $70M | 2.7% | 2026-Q1 |
| Kestra Investment Management, LLC added | 964,191 | $64M | 2.4% | 2026-Q1 |
| Compound Planning, Inc. trimmed | 778,056 | $51M | 2.0% | 2026-Q1 |
| Cardinal Point Capital Management ULC trimmed | 731,889 | $48M | 1.8% | 2026-Q1 |
| AMERIPRISE FINANCIAL INC trimmed | 704,890 | $47M | 1.8% | 2026-Q1 |
| Integrated Wealth Concepts LLC added | 676,047 | $45M | 1.7% | 2026-Q1 |
| JPMORGAN CHASE & CO trimmed | 689,544 | $44M | 1.7% | 2026-Q1 |
| ENVESTNET ASSET MANAGEMENT INC added | 658,586 | $43M | 1.7% | 2026-Q1 |
| Conrad Siegel Investment Advisors, Inc. added | 533,205 | $35M | 1.3% | 2026-Q1 |
| MORGAN STANLEY trimmed | 531,388 | $35M | 1.3% | 2026-Q1 |
| Focus Partners Wealth trimmed | 527,707 | $35M | 1.3% | 2026-Q1 |
| CORA CAPITAL ADVISORS LLC trimmed | 474,684 | $31M | 1.2% | 2026-Q1 |
| Pettinga Financial Advisors LLC trimmed | 415,915 | $27M | 1.0% | 2026-Q1 |
| OSAIC HOLDINGS, INC. trimmed | 399,316 | $26M | 1.0% | 2026-Q1 |
| LPL Financial LLC trimmed | 376,529 | $25M | 1.0% | 2026-Q1 |
| Acropolis Investment Management, LLC added | 357,549 | $24M | 0.9% | 2026-Q1 |
| PHILLIPS FINANCIAL MANAGEMENT, LLC trimmed | 285,753 | $19M | 0.7% | 2026-Q1 |
| Beirne Wealth Consulting Services, LLC trimmed | 266,900 | $18M | 0.7% | 2026-Q1 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO added | 266,452 | $18M | 0.7% | 2026-Q1 |
| LifeGoal Investments, LLC added | 250,341 | $17M | 0.6% | 2026-Q1 |
| BANK OF AMERICA CORP /DE/ trimmed | 247,723 | $16M | 0.6% | 2026-Q1 |
| FOSTER & MOTLEY INC added | 226,286 | $15M | 0.6% | 2026-Q1 |
| World Investment Advisors added | 217,819 | $14M | 0.5% | 2026-Q1 |
| Stonebridge Financial Group, LLC added | 210,990 | $14M | 0.5% | 2026-Q1 |
| EXCHANGE TRADED CONCEPTS, LLC new | 186,667 | $12M | 0.5% | 2026-Q1 |
| DDFG, Inc trimmed | 173,417 | $11M | 0.4% | 2026-Q1 |
| Obsido Oy added | 167,169 | $11M | 0.4% | 2026-Q1 |
| HighTower Advisors, LLC added | 165,052 | $11M | 0.4% | 2026-Q1 |
| Parallel Advisors, LLC added | 160,291 | $11M | 0.4% | 2026-Q1 |
| RAYMOND JAMES FINANCIAL INC added | 159,621 | $11M | 0.4% | 2026-Q1 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC trimmed | 147,259 | $10M | 0.4% | 2026-Q1 |
| JONES FINANCIAL COMPANIES LLLP added | 145,241 | $9M | 0.4% | 2026-Q1 |
| Vestmark Advisory Solutions, Inc. added | 139,568 | $9M | 0.4% | 2026-Q1 |
| HB Wealth Management, LLC trimmed | 139,397 | $9M | 0.4% | 2026-Q1 |
| CWM, LLC added | 131,877 | $9M | 0.3% | 2026-Q1 |
| FMR LLC added | 124,795 | $8M | 0.3% | 2026-Q1 |
| COMMONWEALTH EQUITY SERVICES, LLC trimmed | 122,525 | $8M | 0.3% | 2026-Q1 |
| Corient Private Wealth LLC trimmed | 124,280 | $8M | 0.3% | 2026-Q1 |
| EVOLVE PRIVATE WEALTH, LLC trimmed | 119,833 | $8M | 0.3% | 2026-Q1 |
| ROYAL BANK OF CANADA added | 114,447 | $8M | 0.3% | 2026-Q1 |
| CITIGROUP INC trimmed | 113,514 | $7M | 0.3% | 2026-Q1 |
| Family Capital Trust Co | 105,382 | $7M | 0.3% | 2026-Q1 |
| Nova R Wealth, Inc. added | 102,384 | $7M | 0.3% | 2026-Q1 |
| KM Capital Management Ltd. trimmed | 89,293 | $7M | 0.3% | 2026-Q1 |
| Vise Technologies, Inc. | 89,776 | $6M | 0.2% | 2026-Q1 |
| AlTi Global, Inc. trimmed | 93,727 | $6M | 0.2% | 2026-Q1 |
| Sterneck Capital Management, LLC trimmed | 93,267 | $6M | 0.2% | 2026-Q1 |
| CAPTRUST FINANCIAL ADVISORS trimmed | 88,624 | $6M | 0.2% | 2026-Q1 |
| EWA, LLC trimmed | 88,335 | $6M | 0.2% | 2026-Q1 |
| AQR CAPITAL MANAGEMENT LLC added | 86,187 | $6M | 0.2% | 2026-Q1 |
| Heck Capital Advisors, LLC added | 84,353 | $6M | 0.2% | 2026-Q1 |
| FORTE ASSET MANAGEMENT LLC trimmed | 83,634 | $6M | 0.2% | 2026-Q1 |
| ShoreHaven Wealth Partners, LLC trimmed | 76,858 | $5M | 0.2% | 2026-Q1 |
| Quantinno Capital Management LP trimmed | 76,268 | $5M | 0.2% | 2026-Q1 |
| Wescott Financial Advisory Group, LLC trimmed | 76,210 | $5M | 0.2% | 2026-Q1 |
| Kingsview Wealth Management, LLC added | 72,588 | $5M | 0.2% | 2026-Q1 |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC trimmed | 71,352 | $5M | 0.2% | 2026-Q1 |
| RHS Financial, LLC added | 70,651 | $5M | 0.2% | 2026-Q1 |
| StoneX Group Inc. added | 69,854 | $5M | 0.2% | 2026-Q1 |
| Farther Finance Advisors, LLC added | 67,527 | $4M | 0.2% | 2026-Q1 |
| Addison Advisors LLC trimmed | 66,492 | $4M | 0.2% | 2026-Q1 |
| Cerity Partners LLC added | 63,770 | $4M | 0.2% | 2026-Q1 |
| DIVERSIFY WEALTH MANAGEMENT, LLC new | 52,646 | $4M | 0.1% | 2026-Q1 |
| Physician Wealth Advisors, Inc. added | 49,322 | $3M | 0.1% | 2026-Q1 |
| Cambridge Investment Research Advisors, Inc. added | 48,312 | $3M | 0.1% | 2026-Q1 |
| Wealthspire Advisors, LLC trimmed | 46,864 | $3M | 0.1% | 2026-Q1 |
| ALLIANCEBERNSTEIN L.P. trimmed | 43,508 | $3M | 0.1% | 2026-Q1 |
| RVW Wealth, LLC | 44,983 | $3M | 0.1% | 2026-Q1 |
| EVERPAR ADVISORS LLC added | 43,876 | $3M | 0.1% | 2026-Q1 |
| Allworth Financial LP trimmed | 42,255 | $3M | 0.1% | 2026-Q1 |
| GRIMES & Co WEALTH MANAGEMENT, LLC trimmed | 42,244 | $3M | 0.1% | 2026-Q1 |
| MAGNOLIA CAPITAL ADVISORS LLC added | 38,374 | $3M | 0.1% | 2026-Q1 |
| Hobbs Group Advisors, LLC | 36,134 | $2M | 0.1% | 2026-Q1 |
| Stokes Family Office, LLC trimmed | 33,955 | $2M | 0.1% | 2026-Q1 |
| UBS Group AG trimmed | 33,824 | $2M | 0.1% | 2026-Q1 |
| SUMMIT WEALTH GROUP LLC / CO trimmed | 30,756 | $2M | 0.1% | 2026-Q1 |
| MARKET STREET WEALTH MANAGEMENT ADVISORS LLC trimmed | 29,403 | $2M | 0.1% | 2026-Q1 |
| BFI Wealth Solutions, LLC trimmed | 28,240 | $2M | 0.1% | 2026-Q1 |
| MAIMON WEALTH MANAGEMENT LTD. added | 27,905 | $2M | 0.1% | 2026-Q1 |
| GSG Advisors LLC added | 26,081 | $2M | 0.1% | 2026-Q1 |
| Private Advisor Group, LLC added | 25,966 | $2M | 0.1% | 2026-Q1 |
| Betterment LLC trimmed | 24,535 | $2M | 0.1% | 2026-Q1 |
| Merit Financial Group, LLC added | 23,897 | $2M | 0.1% | 2026-Q1 |
| Tolleson Wealth Management, Inc. added | 2,346,333 | $163M | 6.2% | 2025-Q4 stale |
| AFFINITY WEALTH MANAGEMENT LLC added | 655,275 | $45M | 1.7% | 2025-Q4 stale |
| Wade Financial Advisory, Inc added | 257,225 | $15M | 0.6% | 2025-Q1 stale |
| TWO SIGMA INVESTMENTS, LP trimmed | 136,800 | $9M | 0.4% | 2025-Q4 stale |
| WIN ADVISORS, INC added | 63,421 | $4M | 0.2% | 2025-Q2 stale |
| Diversify Advisory Services, LLC trimmed | 48,389 | $3M | 0.1% | 2025-Q4 stale |
| JANE STREET GROUP, LLC added | 41,974 | $3M | 0.1% | 2025-Q4 stale |
| FLOW TRADERS U.S. LLC added | 44,378 | $3M | 0.1% | 2025-Q1 stale |
| Hershey Financial Advisers, LLC trimmed | 24,744 | $2M | 0.1% | 2025-Q4 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.