61 tracked 13F filers disclose a position in LRGE as of the latest SEC 13F filings, a combined $270.8M in reported value. Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.
| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | Opal Wealth Advisors, LLC | $58.4M | 682K | ▲+2.8% Added · +19K sh | Q2 2026 | |
| 2 | UBS Group AG | $33.1M | 440K | ▲+200% Added · +294K sh | Q1 2026 | |
| 3 | LPL Financial LLC | $30.5M | 405K | ▲+3.8% Added · +15K sh | Q1 2026 | |
| 4 | MORGAN STANLEY | $26.6M | 353K | ▼−1.1% Reduced · −4K sh | Q1 2026 | |
| 5 | Cetera Investment Advisers | $21.7M | 288K | ▲+2.9% Added · +8K sh | Q1 2026 | |
| 6 | ROYAL BANK OF CANADA | $19.2M | 255K | ▼−32% Reduced · −119K sh | Q1 2026 | |
| 7 | STIFEL FINANCIAL CORP | $16.0M | 213K | ▲+0.4% Added · +933 sh | Q1 2026 | |
| 8 | M&T BANK CORP | $8.0M | 107K | ▲+1.2% Added · +1K sh | Q1 2026 | |
| 9 | RAYMOND JAMES FINANCIAL INC | $7.8M | 103K | ▼−6.3% Reduced · −7K sh | Q1 2026 | |
| 10 | ENVESTNET ASSET MANAGEMENT INC | $7.0M | 93K | ▲+5.8% Added · +5K sh | Q1 2026 | |
| 11 | COMMONWEALTH EQUITY SERVICES, LLC | $4.9M | 66K | ▼−22% Reduced · −18K sh | Q1 2026 | |
| 12 | AA Financial Advisors, LLC | $4.5M | 53K | ▲+2.3% Added · +1K sh | Q2 2026 | |
| 13 | HighTower Advisors, LLC | $3.3M | 44K | ▲+12% Added · +5K sh | Q1 2026 | |
| 14 | TRUIST FINANCIAL CORP | $3.2M | 43K | ▲+8.5% Added · +3K sh | Q1 2026 | |
| 15 | Gladstone Institutional Advisory LLC | $2.8M | 37K | ▼−6.0% Reduced · −2K sh | Q1 2026 | |
| 16 | Fortitude Family Office, LLC | $2.2M | 27K | —Held | Q4 2025 | |
| 17 | PFG Advisors | $2.0M | 24K | ▲+2.0% Added · +467 sh | Q2 2026 | |
| 18 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | $1.6M | 22K | ▼−52% Reduced · −24K sh | Q1 2026 | |
| 19 | PNC FINANCIAL SERVICES GROUP, INC. | $1.5M | 21K | ▲+2.7% Added · +546 sh | Q1 2026 | |
| 20 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $1.5M | 20K | ▲+0.1% Added · +14 sh | Q1 2026 | |
| 21 | GOLDMAN SACHS GROUP INC | $1.2M | 16K | ▲+450% Added · +13K sh | Q1 2026 | |
| 22 | Cascades Capital Asset Management, LLC | $1.1M | 14K | —Held | Q1 2026 | |
| 23 | Private Advisor Group, LLC | $1.0M | 14K | ▲+2.5% Added · +328 sh | Q1 2026 | |
| 24 | OSAIC HOLDINGS, INC. | $954K | 13K | ▲+34% Added · +3K sh | Q1 2026 | |
| 25 | Family Manage LLC | $861K | 11K | ▲+63% Added · +4K sh | Q1 2026 |
Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.
Last quarter, 1 fund opened a new position in LRGE and 6 added to an existing one, while 7 reduced and 0 exited entirely — based on 13F filings from active, signal-eligible managers (passive index funds and other mechanical holders are excluded from this count).
| Company | Co-held by | Combined value |
|---|---|---|
| ISHARES CORE S&P 500 ETFIVV | 25 funds | $8.8B |
| APPLE INCAAPL | 25 funds | $8.6B |
| NVIDIA CORPNVDA | 25 funds | $7.4B |
| MICROSOFT CORPMSFT | 25 funds | $7.0B |
| VANGUARD S&P 500 ETFVOO | 25 funds | $5.6B |
| AMAZON.COM INCAMZN | 25 funds | $5.2B |
| ALPHABET INC-CL AGOOGL | 25 funds | $5.1B |
| SS SPDR S&P 500 ETF TRUST-USSPY | 25 funds | $5.1B |
| JOHNSON & JOHNSONJNJ | 25 funds | $3.4B |
| JPMORGAN CHASE & COJPM | 25 funds | $3.2B |
| BROADCOM INCAVGO | 25 funds | $3.2B |
| META PLATFORMS INC-CLASS AMETA | 25 funds | $3.1B |
Ranked by how many of LRGE's institutional holders also hold each name, a cross-fund conviction signal.
| Class | 13F holders | Value held |
|---|---|---|
| LRGEthis pageMF Closed and MF Open | 61 funds | $270.8M |
| YLDEFUND | 31 funds | $104.3M |
Same issuer, multiple share classes. The consensus leaderboards count this company once across all classes; this is the per-class detail.
No filings captured for this ticker in the live stream yet.
This ETF page is the public Follow view. For one current, evidence-backed answer, use capital_change_brief through REST or MCP. It compares tracked 13F changes with qualifying Form 4 activity and cites the SEC evidence.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/stocks/LRGE/capital-change-brief"
Use Arkolith's capital_change_brief for LRGE. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
13F holdings + quarter-over-quarter ownership changes + end-of-day price history + the live filing stream, joined for LRGE. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.