% of shares outstanding is not shown for LRGE: this is a fund line, and we hold no cover-page share count for it at any quarter — a fund's shares outstanding move with creations and redemptions rather than with issuance and buybacks, and it is not the SEC cover-page count this percentage is defined against. The figure is withheld rather than computed against a count that does not exist. Holder share counts are shown as filed.
Crowding percentile withheld — no market cap for LRGE in the served universe — the cohort is size-matched, and an unmatched percentile would compare a micro-cap register to a mega-cap one.
Rows rank by the value each filer reported — 13F filers price their own positions, so a holder with fewer shares can rank just above one with more.
| Holder | 2024-Q4 | 2025-Q1 | 2025-Q2 | 2025-Q3 | 2025-Q4 | 2026-Q1 | Latest value |
|---|---|---|---|---|---|---|---|
| Opal Wealth Advisors, LLC | 529K | 559K | 574K | 587K | 603K | 663K | $50M |
| UBS Group AG | 155K | 147K | 143K | 137K | 147K | 440K | $33M |
| LPL Financial LLC | 326K | 339K | 364K | 383K | 390K | 405K | $30M |
| MORGAN STANLEY | 418K | 410K | 374K | 363K | 357K | 353K | $27M |
| Cetera Investment Advisers | 20K | 21K | 17K | 269K | 280K | 288K | $22M |
| ROYAL BANK OF CANADA | 226K | 340K | 766K | 383K | 374K | 255K | $19M |
| STIFEL FINANCIAL CORP | 182K | 184K | 202K | 209K | 212K | 213K | $16M |
| M&T Bank Corp | 89K | 99K | 99K | 102K | 105K | 107K | $8M |
| RAYMOND JAMES FINANCIAL INC | 177K | 173K | 170K | 118K | 110K | 103K | $8M |
| ENVESTNET ASSET MANAGEMENT INC | 88K | 89K | 98K | 97K | 88K | 93K | $7M |
| COMMONWEALTH EQUITY SERVICES, LLC | 102K | 109K | 65K | 66K | 84K | 66K | $5M |
| AA Financial Advisors, LLC | 69K | 100K | 111K | 121K | 102K | 51K | $4M |
| HighTower Advisors, LLC | 29K | 31K | 35K | 37K | 39K | 44K | $3M |
| TRUIST FINANCIAL CORP | 32K | 35K | 39K | 41K | 40K | 43K | $3M |
| Gladstone Institutional Advisory LLC | 39K | 39K | 40K | 39K | 39K | 37K | $3M |
Shares reported each quarter by the largest current holders. Green = added vs the prior filing, red = trimmed, grey = roughly held; a dash is a quarter with no 13F on file (a gap is skipped, not read as an exit). 13F is filed up to 45 days after quarter-end. Up to 40 quarters (10 years) available — use the selector above.
Holder count only — too few computable %-of-shares-outstanding quarters for a % pane. Line breaks are quarters with no 13F record, never interpolated.
Short interest has its own tab now — open SI →
Source: SEC Form 13F — every institution manager (≥ $100M in 13F securities) reporting a long US-listed position, across ~10,250 filers over 10 years of history. 13F is long-only, US-listed, filed up to 45 days after quarter-end.
| Biggest buyers | Δ shares | Δ value | |
|---|---|---|---|
| UBS Group AG | +293,557 | $22M | ADD |
| Opal Wealth Advisors, LLC | +59,935 | $5M | ADD |
| LPL Financial LLC | +14,942 | $1M | ADD |
| Independent Advisor Alliance | +13,677 | $1M | OPEN |
| GOLDMAN SACHS GROUP INC | +13,136 | $987,827 | ADD |
| Biggest sellers | Δ shares | Δ value | |
|---|---|---|---|
| ROYAL BANK OF CANADA | −119,148 | $9M | TRIM |
| Janney Montgomery Scott LLC | −52,229 | $4M | CLOSE |
| AA Financial Advisors, LLC | −50,070 | $4M | TRIM |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | −23,718 | $2M | TRIM |
| COMMONWEALTH EQUITY SERVICES, LLC | −18,357 | $1M | TRIM |
The 2025-Q4 register is as-filed in ITS OWN share basis; every count below was rebased into the 2026-Q1 basis (no split in between, factor 1). Dollar figures value the SHARE delta at one price — the 2026-03-31 close — rather than differencing two filings' own reported values, which would mix the quarter's price move into the trade figure.
13Fs disclose LONG US-listed positions only — shorts, most derivatives, bonds and non-US listings are invisible here, and a filer's quarter-over-quarter change is not necessarily a trade (index rebalances, in-kind transfers and entity successions all read as flow).
| Quarter | Holders | Shares held | % shares out | Value held |
|---|---|---|---|---|
| 2026-Q1 | 81 | 3,591,313 | — | $270M |
| 2025-Q4 | 83 | 3,462,995 | — | $285M |
| 2025-Q3 | 81 | 3,455,666 | — | $288M |
| 2025-Q2 | 88 | 3,983,897 | — | $316M |
| 2025-Q1 | 83 | 3,567,607 | — | $249M |
| 2024-Q4 | 87 | 3,377,677 | — | $254M |
| 2024-Q3 | 79 | 3,409,876 | — | $249M |
| 2024-Q2 | 75 | 3,200,797 | — | $223M |
| 2024-Q1 | 51 | 2,718,136 | — | $182M |
| 2023-Q4 | 43 | 2,232,192 | — | $133M |
| 2023-Q3 | 42 | 1,982,298 | — | $103M |
| 2023-Q2 | 41 | 1,922,553 | — | $104M |
| 2023-Q1 | 41 | 1,896,771 | — | $90M |
| 2022-Q4 | 40 | 1,933,994 | — | $79M |
| 2022-Q3 | 39 | 2,620,627 | — | $104M |
| 2022-Q2 | 41 | 2,627,697 | — | $110M |
| 2022-Q1 | 43 | 3,088,249 | — | $166M |
| 2021-Q4 | 47 | 2,629,527 | — | $160M |
| 2021-Q3 | 40 | 2,053,827 | — | $116M |
| 2021-Q2 | 37 | 2,022,402 | — | $113M |
| 2021-Q1 | 37 | 1,946,830 | — | $98M |
| 2020-Q4 | 33 | 1,860,646 | — | $93M |
| 2020-Q3 | 26 | 1,496,827 | — | $69M |
| 2020-Q2 | 29 | 1,213,687 | — | $50M |
| 2020-Q1 | 23 | 4,699,125 | — | $152M |
| 2019-Q4 | 19 | 4,545,288 | — | $173M |
| 2019-Q3 | 17 | 4,242,773 | — | $148M |
| 2019-Q2 | 15 | 3,994,475 | — | $139M |
| 2019-Q1 | 10 | 3,412,480 | — | $113M |
| 2018-Q4 | 10 | 204,551 | — | $6M |
| 2018-Q3 | 5 | 2,036 | — | $70,000 |
| 2018-Q2 | 7 | 29,613 | — | $931,000 |
| 2018-Q1 | 5 | 43,436 | — | $1M |
| 2017-Q4 | 2 | 1,420 | — | $42,000 |
| 2017-Q2 | 1 | 8,092 | — | $208,000 |
| 2016-Q1 | 1 | 640 | — | $22,000 |
