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Institutional Ownership · SEC Form 13F

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.

242
Institutional holders
36,633,091
Shares held (tracked funds)

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).

FundSharesReported value% of valueQuarter
Strategic Financial Services, Inc. added3,990,874$263M10.1%2026-Q1
HALBERT HARGROVE GLOBAL ADVISORS, LLC added3,626,489$239M9.2%2026-Q1
SigFig Wealth Management, LLC added2,891,969$191M7.3%2026-Q1
WELLS FARGO & COMPANY/MN added2,879,070$190M7.3%2026-Q1
Plancorp, LLC added1,980,357$136M5.2%2026-Q1
Annex Advisory Services, LLC new1,361,862$90M3.4%2026-Q1
Ullmann Wealth Partners Group, LLC trimmed1,163,663$77M2.9%2026-Q1
Clearwater Capital Advisors, LLC added1,128,442$74M2.8%2026-Q1
Modern Wealth Management, LLC added1,051,355$70M2.7%2026-Q1
Kestra Investment Management, LLC added964,191$64M2.4%2026-Q1
Compound Planning, Inc. trimmed778,056$51M2.0%2026-Q1
Cardinal Point Capital Management ULC trimmed731,889$48M1.8%2026-Q1
AMERIPRISE FINANCIAL INC trimmed704,890$47M1.8%2026-Q1
Integrated Wealth Concepts LLC added676,047$45M1.7%2026-Q1
JPMORGAN CHASE & CO trimmed689,544$44M1.7%2026-Q1
ENVESTNET ASSET MANAGEMENT INC added658,586$43M1.7%2026-Q1
Conrad Siegel Investment Advisors, Inc. added533,205$35M1.3%2026-Q1
MORGAN STANLEY trimmed531,388$35M1.3%2026-Q1
Focus Partners Wealth trimmed527,707$35M1.3%2026-Q1
CORA CAPITAL ADVISORS LLC trimmed474,684$31M1.2%2026-Q1
Pettinga Financial Advisors LLC trimmed415,915$27M1.0%2026-Q1
OSAIC HOLDINGS, INC. trimmed399,316$26M1.0%2026-Q1
LPL Financial LLC trimmed376,529$25M1.0%2026-Q1
Acropolis Investment Management, LLC added357,549$24M0.9%2026-Q1
PHILLIPS FINANCIAL MANAGEMENT, LLC trimmed285,753$19M0.7%2026-Q1
Beirne Wealth Consulting Services, LLC trimmed266,900$18M0.7%2026-Q1
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO added266,452$18M0.7%2026-Q1
LifeGoal Investments, LLC added250,341$17M0.6%2026-Q1
BANK OF AMERICA CORP /DE/ trimmed247,723$16M0.6%2026-Q1
FOSTER & MOTLEY INC added226,286$15M0.6%2026-Q1
World Investment Advisors added217,819$14M0.5%2026-Q1
Stonebridge Financial Group, LLC added210,990$14M0.5%2026-Q1
EXCHANGE TRADED CONCEPTS, LLC new186,667$12M0.5%2026-Q1
DDFG, Inc trimmed173,417$11M0.4%2026-Q1
Obsido Oy added167,169$11M0.4%2026-Q1
HighTower Advisors, LLC added165,052$11M0.4%2026-Q1
Parallel Advisors, LLC added160,291$11M0.4%2026-Q1
RAYMOND JAMES FINANCIAL INC added159,621$11M0.4%2026-Q1
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC trimmed147,259$10M0.4%2026-Q1
JONES FINANCIAL COMPANIES LLLP added145,241$9M0.4%2026-Q1
Vestmark Advisory Solutions, Inc. added139,568$9M0.4%2026-Q1
HB Wealth Management, LLC trimmed139,397$9M0.4%2026-Q1
CWM, LLC added131,877$9M0.3%2026-Q1
FMR LLC added124,795$8M0.3%2026-Q1
COMMONWEALTH EQUITY SERVICES, LLC trimmed122,525$8M0.3%2026-Q1
Corient Private Wealth LLC trimmed124,280$8M0.3%2026-Q1
EVOLVE PRIVATE WEALTH, LLC trimmed119,833$8M0.3%2026-Q1
ROYAL BANK OF CANADA added114,447$8M0.3%2026-Q1
CITIGROUP INC trimmed113,514$7M0.3%2026-Q1
Family Capital Trust Co105,382$7M0.3%2026-Q1
Nova R Wealth, Inc. added102,384$7M0.3%2026-Q1
KM Capital Management Ltd. trimmed89,293$7M0.3%2026-Q1
Vise Technologies, Inc.89,776$6M0.2%2026-Q1
AlTi Global, Inc. trimmed93,727$6M0.2%2026-Q1
Sterneck Capital Management, LLC trimmed93,267$6M0.2%2026-Q1
CAPTRUST FINANCIAL ADVISORS trimmed88,624$6M0.2%2026-Q1
EWA, LLC trimmed88,335$6M0.2%2026-Q1
AQR CAPITAL MANAGEMENT LLC added86,187$6M0.2%2026-Q1
Heck Capital Advisors, LLC added84,353$6M0.2%2026-Q1
FORTE ASSET MANAGEMENT LLC trimmed83,634$6M0.2%2026-Q1
ShoreHaven Wealth Partners, LLC trimmed76,858$5M0.2%2026-Q1
Quantinno Capital Management LP trimmed76,268$5M0.2%2026-Q1
Wescott Financial Advisory Group, LLC trimmed76,210$5M0.2%2026-Q1
Kingsview Wealth Management, LLC added72,588$5M0.2%2026-Q1
SIGNATURE ESTATE & INVESTMENT ADVISORS LLC trimmed71,352$5M0.2%2026-Q1
RHS Financial, LLC added70,651$5M0.2%2026-Q1
StoneX Group Inc. added69,854$5M0.2%2026-Q1
Farther Finance Advisors, LLC added67,527$4M0.2%2026-Q1
Addison Advisors LLC trimmed66,492$4M0.2%2026-Q1
Cerity Partners LLC added63,770$4M0.2%2026-Q1
DIVERSIFY WEALTH MANAGEMENT, LLC new52,646$4M0.1%2026-Q1
Physician Wealth Advisors, Inc. added49,322$3M0.1%2026-Q1
Cambridge Investment Research Advisors, Inc. added48,312$3M0.1%2026-Q1
Wealthspire Advisors, LLC trimmed46,864$3M0.1%2026-Q1
ALLIANCEBERNSTEIN L.P. trimmed43,508$3M0.1%2026-Q1
RVW Wealth, LLC44,983$3M0.1%2026-Q1
EVERPAR ADVISORS LLC added43,876$3M0.1%2026-Q1
Allworth Financial LP trimmed42,255$3M0.1%2026-Q1
GRIMES & Co WEALTH MANAGEMENT, LLC trimmed42,244$3M0.1%2026-Q1
MAGNOLIA CAPITAL ADVISORS LLC added38,374$3M0.1%2026-Q1
Hobbs Group Advisors, LLC36,134$2M0.1%2026-Q1
Stokes Family Office, LLC trimmed33,955$2M0.1%2026-Q1
UBS Group AG trimmed33,824$2M0.1%2026-Q1
SUMMIT WEALTH GROUP LLC / CO trimmed30,756$2M0.1%2026-Q1
MARKET STREET WEALTH MANAGEMENT ADVISORS LLC trimmed29,403$2M0.1%2026-Q1
BFI Wealth Solutions, LLC trimmed28,240$2M0.1%2026-Q1
MAIMON WEALTH MANAGEMENT LTD. added27,905$2M0.1%2026-Q1
GSG Advisors LLC added26,081$2M0.1%2026-Q1
Private Advisor Group, LLC added25,966$2M0.1%2026-Q1
Betterment LLC trimmed24,535$2M0.1%2026-Q1
Merit Financial Group, LLC added23,897$2M0.1%2026-Q1
Tolleson Wealth Management, Inc. added2,346,333$163M6.2%2025-Q4 stale
AFFINITY WEALTH MANAGEMENT LLC added655,275$45M1.7%2025-Q4 stale
Wade Financial Advisory, Inc added257,225$15M0.6%2025-Q1 stale
TWO SIGMA INVESTMENTS, LP trimmed136,800$9M0.4%2025-Q4 stale
WIN ADVISORS, INC added63,421$4M0.2%2025-Q2 stale
Diversify Advisory Services, LLC trimmed48,389$3M0.1%2025-Q4 stale
JANE STREET GROUP, LLC added41,974$3M0.1%2025-Q4 stale
FLOW TRADERS U.S. LLC added44,378$3M0.1%2025-Q1 stale
Hershey Financial Advisers, LLC trimmed24,744$2M0.1%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.

HoldersTotal shares

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.

Learn how to read institutional ownership