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/LRGF/capital-change-brief"
Use Arkolith's capital_change_brief for LRGF. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | Strategic Financial Services, Inc. | $263.4M | 4.0M | ▲+2.0% Added · +78K sh | Q1 2026 | |
| 2 | HALBERT HARGROVE GLOBAL ADVISORS, LLC | $239.3M | 3.6M | ▲+1.9% Added · +67K sh | Q1 2026 | |
| 3 | SigFig Wealth Management, LLC | $190.9M | 2.9M | ▲+14% Added · +362K sh | Q1 2026 | |
| 4 | WELLS FARGO & COMPANY/MN | $190.0M | 2.9M | ▲+11% Added · +278K sh | Q1 2026 | |
| 5 | Annex Advisory Services, LLC | $214.8M | 2.8M | ▲+109% Added · +1.5M sh | Q2 2026 | |
| 6 | Plancorp, LLC | $135.9M | 2.0M | ▲+6.2% Added · +115K sh | Q1 2026 | |
| 7 | Modern Wealth Management, LLC | $69.8M | 1.1M | ▲+23% Added · +195K sh | Q1 2026 | |
| 8 | Kestra Investment Management, LLC | $63.6M | 964K | ▲+69% Added · +395K sh | Q1 2026 | |
| 9 | Compound Planning, Inc. | $51.4M | 778K | ▼−2.4% Reduced · −19K sh | Q1 2026 | |
| 10 | Cardinal Point Capital Management ULC | $55.7M | 737K | ▲+0.7% Added · +5K sh | Q2 2026 | |
| 11 | AMERIPRISE FINANCIAL INC | $46.5M | 705K | ▼−6.6% Reduced · −50K sh | Q1 2026 | |
| 12 | JPMORGAN CHASE & CO | $44.2M | 690K | ▼−34% Reduced · −356K sh | Q1 2026 | |
| 13 | Integrated Wealth Concepts LLC | $44.6M | 676K | ▲+217% Added · +463K sh | Q1 2026 | |
| 14 | ENVESTNET ASSET MANAGEMENT INC | $43.5M | 659K | ▲+9.4% Added · +57K sh | Q1 2026 | |
| 15 | MORGAN STANLEY | $35.1M | 531K | ▼−11% Reduced · −66K sh | Q1 2026 | |
| 16 | Focus Partners Wealth | $34.8M | 528K | ▼−1.0% Reduced · −5K sh | Q1 2026 | |
| 17 | Pettinga Financial Advisors LLC | $30.4M | 403K | ▼−3.2% Reduced · −13K sh | Q2 2026 | |
| 18 | OSAIC HOLDINGS, INC. | $26.4M | 399K | ▼−28% Reduced · −154K sh | Q1 2026 | |
| 19 | LPL Financial LLC | $24.9M | 377K | ▼−1.1% Reduced · −4K sh | Q1 2026 | |
| 20 | Acropolis Investment Management, LLC | $27.1M | 359K | ▲+0.3% Added · +1K sh | Q2 2026 | |
| 21 | LifeGoal Investments, LLC | $22.4M | 296K | ▲+18% Added · +46K sh | Q2 2026 | |
| 22 | Beirne Wealth Consulting Services, LLC | $20.2M | 268K | ▲+0.2% Added · +664 sh | Q2 2026 | |
| 23 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $17.6M | 266K | ▼−4.9% Reduced · −14K sh | Q1 2026 | |
| 24 | BANK OF AMERICA CORP /DE/ | $16.3M | 248K | ▼−66% Reduced · −484K sh | Q1 2026 | |
| 25 | Stonebridge Financial Group, LLC | $16.3M | 215K | ▲+1.9% Added · +4K sh | 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.
| Company | Co-held by | Combined value |
|---|---|---|
| APPLE INCAAPL | 69 funds | $21.0B |
| NVIDIA CORPNVDA | 69 funds | $20.0B |
| ISHARES CORE S&P 500 ETFIVV | 69 funds | $19.9B |
| MICROSOFT CORPMSFT | 69 funds | $17.1B |
| AMAZON.COM INCAMZN | 69 funds | $13.6B |
| SS SPDR S&P 500 ETF TRUST-USSPY | 69 funds | $10.1B |
| BROADCOM INCAVGO | 69 funds | $8.1B |
| ALPHABET INC-CL CGOOG | 69 funds | $7.9B |
| META PLATFORMS INC-CLASS AMETA | 69 funds | $7.6B |
| JPMORGAN CHASE & COJPM | 69 funds | $7.0B |
| BERKSHIRE HATHAWAY INC-CL BBRK/B | 69 funds | $5.7B |
| WALMART INCWMT | 69 funds | $4.3B |
Ranked by how many of LRGF's institutional holders also hold each name, a cross-fund conviction signal. Via the MCP server (ticker.co_held).
No filings captured for this ticker in the live stream yet.
13F holdings + quarter-over-quarter ownership changes + end-of-day price history + the live filing stream, joined for LRGF. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes. Every panel above is one call to the Arkolith API & MCP server.