Who owns 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-Q2 13F filings (latest filed 2026-08-24). 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
The tracked-fund tape on LRGF is one-sided between 2026-Q1 and 2026-Q2: 86 added or opened and 22 trimmed or exited — on balance accumulating.
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 13.2% of its own reported 13F book, while the median holder sizes it at 0.2% of theirs — a 13.0pp 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 2026-Q1 and 2026-Q2, across 242 tracked filers holding LRGF, 111 increased or opened the position and 102 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 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 11
- TWO SIGMA INVESTMENTS, LP$10M
- Diversify Advisory Services, LLC$4M
- SILVER OAK SECURITIES, INCORPORATED$2M
- Hershey Financial Advisers, LLC$2M
- Qube Research & Technologies Ltd$1M
- Ameritas Advisory Services, LLC$1M
Full exits 11
- FOSTER & MOTLEY INC$15M
- HighTower Advisors, LLC$11M
- CWM, LLC$9M
- Heck Capital Advisors, LLC$6M
- Cambridge Investment Research Advisors, Inc.$3M
- Betterment LLC$2M
Largest adds
- Annex Advisory Services, LLC$125M
- Modern Wealth Management, LLC$67M
- WELLS FARGO & COMPANY/MN$37M
- Strategic Financial Services, Inc.$37M
- HALBERT HARGROVE GLOBAL ADVISORS, LLC$35M
- SigFig Wealth Management, LLC$29M
Largest trims
- Kestra Investment Management, LLC$14M
- Corient Private Wealth LP$6M
- PHILLIPS FINANCIAL MANAGEMENT, LLC$2M
- WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$2M
- Addison Advisors LLC$2M
- AMERIPRISE FINANCIAL INC$1M
Institutional holders
One row per tracked fund, most shares held first (every row is from one quarter; reported value breaks ties). “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding.
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| Strategic Financial Services, Inc. trimmed | 3,975,040 | $301M | 9.9% | 2026-Q2 |
| HALBERT HARGROVE GLOBAL ADVISORS, LLC trimmed | 3,621,832 | $274M | 9.1% | 2026-Q2 |
| WELLS FARGO & COMPANY/MN added | 3,005,418 | $227M | 7.5% | 2026-Q2 |
| SigFig Wealth Management, LLC added | 2,927,890 | $220M | 7.3% | 2026-Q2 |
| Annex Advisory Services, LLC added | 2,839,647 | $215M | 7.1% | 2026-Q2 |
| Tolleson Wealth Management, Inc. trimmed | 2,326,510 | $176M | 5.8% | 2026-Q2 |
| Plancorp, LLC added | 2,091,989 | $159M | 5.2% | 2026-Q2 |
| Modern Wealth Management, LLC added | 1,810,836 | $137M | 4.5% | 2026-Q2 |
| Clearwater Capital Advisors, LLC added | 1,149,647 | $87M | 2.9% | 2026-Q2 |
| Ullmann Wealth Partners Group, LLC trimmed | 1,134,837 | $86M | 2.8% | 2026-Q2 |
| Integrated Wealth Concepts LLC added | 878,367 | $66M | 2.2% | 2026-Q2 |
| Compound Planning, Inc. added | 781,052 | $59M | 2.0% | 2026-Q2 |
| Cardinal Point Capital Management ULC added | 736,666 | $56M | 1.8% | 2026-Q2 |
| ENVESTNET ASSET MANAGEMENT INC added | 698,956 | $53M | 1.7% | 2026-Q2 |
| JPMORGAN CHASE & CO trimmed | 673,406 | $51M | 1.7% | 2026-Q2 |
| Kestra Investment Management, LLC trimmed | 656,588 | $50M | 1.6% | 2026-Q2 |
| AMERIPRISE FINANCIAL INC trimmed | 592,041 | $45M | 1.5% | 2026-Q2 |
| Conrad Siegel Investment Advisors, Inc. trimmed | 520,948 | $39M | 1.3% | 2026-Q2 |
| MORGAN STANLEY trimmed | 512,414 | $39M | 1.3% | 2026-Q2 |
| CORA CAPITAL ADVISORS LLC added | 483,912 | $37M | 1.2% | 2026-Q2 |
| Focus Partners Wealth trimmed | 466,809 | $35M | 1.2% | 2026-Q2 |
| OSAIC HOLDINGS, INC. added | 404,298 | $31M | 1.0% | 2026-Q2 |
| Pettinga Financial Advisors LLC trimmed | 402,597 | $30M | 1.0% | 2026-Q2 |
| Acropolis Investment Management, LLC added | 358,054 | $24M | 0.8% | 2026-Q2 |
| LPL Financial LLC trimmed | 349,982 | $26M | 0.9% | 2026-Q2 |
| LifeGoal Investments, LLC added | 295,859 | $22M | 0.7% | 2026-Q2 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO added | 282,326 | $21M | 0.7% | 2026-Q2 |
| Beirne Wealth Consulting Services, LLC added | 267,564 | $20M | 0.7% | 2026-Q2 |
| BANK OF AMERICA CORP /DE/ trimmed | 243,744 | $18M | 0.6% | 2026-Q2 |
| Vise Technologies, Inc. added | 229,518 | $17M | 0.6% | 2026-Q2 |
| PHILLIPS FINANCIAL MANAGEMENT, LLC trimmed | 220,162 | $17M | 0.6% | 2026-Q2 |
| World Investment Advisors | 217,819 | $14M | 0.5% | 2026-Q2 |
| Stonebridge Financial Group, LLC added | 214,927 | $16M | 0.5% | 2026-Q2 |
| EXCHANGE TRADED CONCEPTS, LLC added | 201,449 | $15M | 0.5% | 2026-Q2 |
| Obsido Oy added | 172,107 | $13M | 0.4% | 2026-Q2 |
| DDFG, Inc trimmed | 169,454 | $13M | 0.4% | 2026-Q2 |
| Parallel Advisors, LLC added | 168,713 | $13M | 0.4% | 2026-Q2 |
| Family Capital Trust Co added | 161,174 | $10M | 0.3% | 2026-Q2 |
| RAYMOND JAMES FINANCIAL INC trimmed | 155,171 | $12M | 0.4% | 2026-Q2 |
| JONES FINANCIAL COMPANIES LLLP trimmed | 145,208 | $11M | 0.4% | 2026-Q2 |
| Vestmark Advisory Solutions, Inc. added | 140,887 | $11M | 0.4% | 2026-Q2 |
| FMR LLC added | 137,881 | $10M | 0.3% | 2026-Q2 |
| HB Wealth Management, LLC trimmed | 135,999 | $10M | 0.3% | 2026-Q2 |
| TWO SIGMA INVESTMENTS, LP trimmed | 130,900 | $10M | 0.3% | 2026-Q2 |
| EVOLVE PRIVATE WEALTH, LLC added | 121,145 | $9M | 0.3% | 2026-Q2 |
| COMMONWEALTH EQUITY SERVICES, LLC trimmed | 120,079 | $9M | 0.3% | 2026-Q2 |
| CITIGROUP INC added | 115,916 | $9M | 0.3% | 2026-Q2 |
| Quantinno Capital Management LP added | 113,282 | $9M | 0.3% | 2026-Q2 |
| Nova R Wealth, Inc. added | 102,452 | $8M | 0.3% | 2026-Q2 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC trimmed | 101,026 | $8M | 0.3% | 2026-Q2 |
| Sterneck Capital Management, LLC trimmed | 92,491 | $7M | 0.2% | 2026-Q2 |
| EWA, LLC added | 91,240 | $7M | 0.2% | 2026-Q2 |
| KM Capital Management Ltd. added | 89,411 | $7M | 0.2% | 2026-Q2 |
| ROYAL BANK OF CANADA trimmed | 89,301 | $7M | 0.2% | 2026-Q2 |
| AQR CAPITAL MANAGEMENT LLC added | 89,196 | $7M | 0.2% | 2026-Q2 |
| AlTi Global, Inc. trimmed | 88,300 | $7M | 0.2% | 2026-Q2 |
| CAPTRUST FINANCIAL ADVISORS trimmed | 87,626 | $7M | 0.2% | 2026-Q2 |
| FORTE ASSET MANAGEMENT LLC added | 84,473 | $6M | 0.2% | 2026-Q2 |
| Wescott Financial Advisory Group, LLC trimmed | 75,348 | $6M | 0.2% | 2026-Q2 |
| ShoreHaven Wealth Partners, LLC trimmed | 74,892 | $6M | 0.2% | 2026-Q2 |
| RHS Financial, LLC added | 73,365 | $6M | 0.2% | 2026-Q2 |
| Kingsview Wealth Management, LLC trimmed | 71,199 | $5M | 0.2% | 2026-Q2 |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC trimmed | 69,817 | $5M | 0.2% | 2026-Q2 |
| StoneX Group Inc. trimmed | 69,330 | $5M | 0.2% | 2026-Q2 |
| Cerity Partners LLC added | 63,806 | $5M | 0.2% | 2026-Q2 |
| Wealthspire Advisors, LLC added | 52,682 | $4M | 0.1% | 2026-Q2 |
| Farther Finance Advisors, LLC trimmed | 52,673 | $4M | 0.1% | 2026-Q2 |
| Diversify Advisory Services, LLC added | 52,399 | $4M | 0.1% | 2026-Q2 |
| DIVERSIFY WEALTH MANAGEMENT, LLC trimmed | 52,399 | $4M | 0.1% | 2026-Q2 |
| Physician Wealth Advisors, Inc. added | 50,029 | $4M | 0.1% | 2026-Q2 |
| EVERPAR ADVISORS LLC added | 48,653 | $4M | 0.1% | 2026-Q2 |
| RVW Wealth, LLC trimmed | 44,554 | $3M | 0.1% | 2026-Q2 |
| ALLIANCEBERNSTEIN L.P. | 43,508 | $3M | 0.1% | 2026-Q2 |
| GRIMES & Co WEALTH MANAGEMENT, LLC trimmed | 41,279 | $3M | 0.1% | 2026-Q2 |
| Allworth Financial LP trimmed | 39,601 | $3M | 0.1% | 2026-Q2 |
| MAGNOLIA CAPITAL ADVISORS LLC added | 38,911 | $3M | 0.1% | 2026-Q2 |
| Hobbs Group Advisors, LLC | 36,134 | $3M | 0.1% | 2026-Q2 |
| Addison Advisors LLC trimmed | 34,140 | $3M | 0.1% | 2026-Q2 |
| UBS Group AG trimmed | 32,428 | $2M | 0.1% | 2026-Q2 |
| MAIMON WEALTH MANAGEMENT LTD. added | 31,705 | $2M | 0.1% | 2026-Q2 |
| MARKET STREET WEALTH MANAGEMENT ADVISORS LLC trimmed | 28,705 | $2M | 0.1% | 2026-Q2 |
| SUMMIT WEALTH GROUP LLC / CO trimmed | 28,170 | $2M | 0.1% | 2026-Q2 |
| BFI Wealth Solutions, LLC trimmed | 27,661 | $2M | 0.1% | 2026-Q2 |
| NewEdge Advisors, LLC added | 26,463 | $2M | 0.1% | 2026-Q2 |
| GSG Advisors LLC added | 26,108 | $2M | 0.1% | 2026-Q2 |
| SILVER OAK SECURITIES, INCORPORATED new | 25,367 | $2M | 0.1% | 2026-Q2 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP added | 25,198 | $2M | 0.1% | 2026-Q2 |
| Hershey Financial Advisers, LLC added | 24,760 | $2M | 0.1% | 2026-Q2 |
| Cetera Investment Advisers added | 23,811 | $2M | 0.1% | 2026-Q2 |
| Corient Private Wealth LP trimmed | 22,884 | $2M | 0.1% | 2026-Q2 |
| Intelligence Driven Advisers, LLC trimmed | 22,682 | $2M | 0.1% | 2026-Q2 |
| STIFEL FINANCIAL CORP added | 22,681 | $2M | 0.1% | 2026-Q2 |
| Stokes Family Office, LLC trimmed | 22,419 | $2M | 0.1% | 2026-Q2 |
| XML Financial, LLC added | 21,422 | $2M | 0.1% | 2026-Q2 |
| Kestra Advisory Services, LLC added | 21,311 | $2M | 0.1% | 2026-Q2 |
| Merit Financial Group, LLC trimmed | 21,006 | $2M | 0.1% | 2026-Q2 |
| Creative Planning trimmed | 20,872 | $2M | 0.1% | 2026-Q2 |
| Herold Advisors, Inc. added | 20,506 | $2M | 0.1% | 2026-Q2 |
| Partners in Financial Planning added | 18,948 | $1M | 0.0% | 2026-Q2 |
| Smith Salley Wealth Management | 18,832 | $1M | 0.0% | 2026-Q2 |
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.