Among active 13F managers last quarter, 1 opened and 6 added, while 9 reduced; the largest holder to move was Gladstone Institutional Advisory LLC (−0.0%).
74 tracked 13F filers disclose a position in LRGE as of the latest SEC 13F filings, a combined $282.0M 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 | Shares | Position value | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | Opal Wealth Advisors, LLC | 682K | $58.4M | ▲+2.8% Added · +19K sh | Q2 2026 | |
| 2 | UBS Group AG | 440K | $33.1M | ▲+200% Added · +294K sh | Q1 2026 | |
| 3 | LPL Financial LLC | 405K | $30.5M | ▲+3.8% Added · +15K sh | Q1 2026 | |
| 4 | Morgan Stanley | 353K | $26.6M | ▼−1.1% Reduced · −4K sh | Q1 2026 | |
| 5 | Cetera Investment Advisers | 288K | $21.7M | ▲+2.9% Added · +8K sh | Q1 2026 | |
| 6 | Royal Bank Of Canada | 255K | $19.2M | ▼−32% Reduced · −119K sh | Q1 2026 | |
| 7 | Stifel Financial Corp | 213K | $16.0M | ▲+0.4% Added · +933 sh | Q1 2026 | |
| 8 | M&T Bank Corp | 107K | $8.0M | ▲+1.2% Added · +1K sh | Q1 2026 | |
| 9 | Raymond James Financial Inc | 103K | $7.8M | ▼−6.3% Reduced · −7K sh | Q1 2026 | |
| 10 | Envestnet Asset Management Inc | 93K | $7.0M | ▲+5.8% Added · +5K sh | Q1 2026 | |
| 11 | Commonwealth Equity Services, LLC | 66K | $4.9M | ▼−22% Reduced · −18K sh | Q1 2026 | |
| 12 | Kestra Advisory Services, LLC | 60K | $5.2M | ▲+800% Added · +54K sh | Q2 2026 | |
| 13 | AA Financial Advisors, LLC | 53K | $4.5M | ▲+2.3% Added · +1K sh | Q2 2026 | |
| 14 | HighTower Advisors, LLC | 44K | $3.3M | ▲+12% Added · +5K sh | Q1 2026 | |
| 15 | Truist Financial Corp | 43K | $3.2M | ▲+8.5% Added · +3K sh | Q1 2026 | |
| 16 | Gladstone Institutional Advisory LLC | 37K | $3.1M | ▼~0% Reduced · −14 sh | Q2 2026 | |
| 17 | Barnes Pettey Financial Advisors, LLC | 28K | $2.4M | ▼−4.8% Reduced · −1K sh | Q2 2026 | |
| 18 | PFG Advisors | 24K | $2.0M | ▲+2.0% Added · +467 sh | Q2 2026 | |
| 19 | Susquehanna International Group, LLP | 22K | $1.6M | ▼−52% Reduced · −24K sh | Q1 2026 | |
| 20 | PNC Financial Services Group, Inc. | 21K | $1.5M | ▲+2.7% Added · +546 sh | Q1 2026 | |
| 21 | Northwestern Mutual Wealth Management Co | 20K | $1.5M | ▲+0.1% Added · +14 sh | Q1 2026 | |
| 22 | Goldman Sachs Group Inc | 16K | $1.2M | ▲+450% Added · +13K sh | Q1 2026 | |
| 23 | Private Advisor Group, LLC | 15K | $1.3M | ▲+8.7% Added · +1K sh | Q2 2026 | |
| 24 | Cascades Capital Asset Management, LLC | 14K | $1.2M | ▼−3.2% Reduced · −462 sh | Q2 2026 | |
| 25 | Fortitude Family Office, LLC | 14K | $1.2M | —Held | Q2 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 9 reduced. 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 | Their position there |
|---|---|---|
| Nvidia CorpNVDA | 30 funds | $9.2B |
| Apple IncAAPL | 30 funds | $8.3B |
| Microsoft CorpMSFT | 30 funds | $5.3B |
| Amazon.com IncAMZN | 30 funds | $4.8B |
| Alphabet Inc-CL AGOOGL | 30 funds | $4.5B |
| Berkshire Hathaway Inc-CL BBRK/B | 30 funds | $1.7B |
| SS SPDR S&P 500 ETF Trust-USSPY | 30 funds | $1.6B |
| Vanguard Growth ETFVUG | 30 funds | $1.5B |
| Vanguard S&P 500 ETFVOO | 30 funds | $1.2B |
| Ishares Russell 1000 GrowthIWF | 30 funds | $815.0M |
| Cisco Systems IncCSCO | 30 funds | $658.5M |
| Vanguard Mid-Cap ETFVO | 30 funds | $503.5M |
Ranked by how many of LRGE's tracked holders also hold each name. The last column is those co-holders' combined reported position in that name, not in LRGE.
| Class | 13F holders | Value held |
|---|---|---|
| LRGEthis pageMF Closed and MF Open | 74 funds | $282.0M |
| YLDEMF Closed and MF Open | 40 funds | $106.9M |
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.
Connected entities for LRGE
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 + the live filing stream, joined for LRGE. Filings are public domain, sourced to SEC EDGAR.