% of shares outstanding is not shown for LRGG: 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 LRGG in the served universe — the cohort is size-matched, and an unmatched percentile would compare a micro-cap register to a mega-cap one.
| # | Holder | Shares | Value | % of shares out | Δ QoQ |
|---|---|---|---|---|---|
| 1 | LPL Financial LLC | 5,187,3305.2M | $133M | — | TRIM -28% |
| 2 | NOMURA ASSET MANAGEMENT INTERNATIONAL INC. | 2,957,9723.0M | $76M | — | TRIM -10% |
| 3 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 311,184311,184 | $8M | — | TRIM -3% |
| 4 | ROYAL BANK OF CANADA | 220,985220,985 | $6M | — | NEW |
| 5 | Proactive Wealth Strategies LLC | 95,94095,940 | $2M | — | ADD 161% |
| 6 | Horizon Wealth Management, LLC | 57,58157,581 | $1M | — | ADD 16% |
| 7 | VALLEY WEALTH MANAGERS, INC. | 30,10130,101 | $771,104 | — | TRIM -96% |
| 8 | Private Advisor Group, LLC | 25,89825,898 | $663,428 | — | TRIM -26% |
| 9 | Kestra Advisory Services, LLC | 21,84921,849 | $559,710 | — | NEW |
| 10 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 18,92618,926 | $484,831 | — | ADD 50% |
| 11 | CITADEL ADVISORS LLC | 18,79418,794 | $481,450 | — | TRIM -23% |
| 12 | JANE STREET GROUP, LLC | 11,26911,269 | $288,680 | — | NEW |
| 13 | HRT FINANCIAL LP | 10,70110,701 | $274,000 | — | NEW |
| 14 | BENJAMIN EDWARDS INC | 10,01410,014 | $256,527 | — | ADD 2% |
| 15 | Corient Private Wealth LLC | 8,9848,984 | $230,145 | — | TRIM -50% |
| 16 | AE Wealth Management LLC | 3,8803,880 | $99,395 | — | NEW |
| 17 | CWM, LLC | 2,8782,878 | $73,726 | — | — |
| 18 | ASSETMARK, INC | 8585 | $2,177 | — | — |
| 19 | Steigerwald, Gordon & Koch Inc. | 66 | $154 | — | — |
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 |
|---|---|---|---|---|---|---|---|
| LPL Financial LLC | 522K | 3.2M | 7.4M | 7.7M | 7.2M | 5.2M | $133M |
| NOMURA ASSET MANAGEMENT INTERNATIONAL INC. | — | — | — | — | 3.3M | 3.0M | $76M |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | — | — | 318K | 320K | 322K | 311K | $8M |
| ROYAL BANK OF CANADA | — | — | — | — | — | 221K | $6M |
| Proactive Wealth Strategies LLC | — | — | 10K | 19K | 37K | 96K | $2M |
| Horizon Wealth Management, LLC | — | — | — | 86K | 50K | 58K | $1M |
| VALLEY WEALTH MANAGERS, INC. | 486K | 529K | 782K | 835K | 846K | 30K | $771,104 |
| Private Advisor Group, LLC | — | 14K | 43K | 35K | 35K | 26K | $663,428 |
| Kestra Advisory Services, LLC | — | — | — | — | — | 22K | $559,710 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | — | — | — | 68K | 13K | 19K | $484,831 |
| CITADEL ADVISORS LLC | — | — | 8K | — | 24K | 19K | $481,450 |
| JANE STREET GROUP, LLC | — | 10K | 10K | 31K | — | 11K | $288,680 |
| HRT FINANCIAL LP | — | — | — | — | — | 11K | $274,000 |
| BENJAMIN EDWARDS INC | 9K | 9K | 10K | 10K | 10K | 10K | $256,527 |
| Corient Private Wealth LLC | — | — | — | — | 18K | 9K | $230,145 |
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.
| Quarter | Holders | Shares held | % shares out | Value held |
|---|---|---|---|---|
| 2026-Q1 | 19 | 8,994,377 | — | $230M |
| 2025-Q4 | 21 | 12,605,103 | — | $373M |
| 2025-Q3 | 18 | 13,196,923 | — | $397M |
| 2025-Q2 | 13 | 9,284,272 | — | $266M |
| 2025-Q1 | 10 | 4,306,847 | — | $113M |
| 2024-Q4 | 6 | 1,026,506 | — | $28M |
| 2024-Q3 | 2 | 876,144 | — | $24M |
| 2024-Q2 | 3 | 798,522 | — | $21M |
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 | |
|---|---|---|---|
| ROYAL BANK OF CANADA | +220,985 | $6M | OPEN |
| Proactive Wealth Strategies LLC | +59,153 | $2M | ADD |
| Kestra Advisory Services, LLC | +21,849 | $559,706 | OPEN |
| JANE STREET GROUP, LLC | +11,269 | $288,678 | OPEN |
| HRT FINANCIAL LP | +10,701 | $274,128 | OPEN |
| Biggest sellers | Δ shares | Δ value | |
|---|---|---|---|
| LPL Financial LLC | −1,994,218 | $51M | TRIM |
| VALLEY WEALTH MANAGERS, INC. | −816,284 | $21M | TRIM |
| VestGen Advisors, LLC | −508,507 | $13M | CLOSE |
| NOMURA ASSET MANAGEMENT INTERNATIONAL INC. | −339,378 | $9M | TRIM |
| Cambridge Investment Research Advisors, Inc. | −166,909 | $4M | CLOSE |
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).
