Security record · archived quarter
LRGE
name pending profile ingest
29Tracked holders
+1Δ holders
2.30MShares held
$196.78MReported value
+3New positions
−2Exits
Momentum inputs (comparable managers):
holder breadth +3.6% ·
share flow -6.1% ·
net new positions +3.4%
— formula
Ownership fragmentation — more holders, smaller aggregate stake
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q2 2026
Ownership over time
| Quarter | Holders | Δ | Shares | Reported value | New | Exits |
|---|---|---|---|---|---|---|
| Q2 2026 | 29 | +1 | 2.30M | $196.78M | +3 | −2 |
| Q1 2026 | 29 | -1 | 2.45M | $184.16M | +1 | −2 |
| Q4 2025 | 30 | -1 | 2.28M | $187.44M | — | −1 |
| Q3 2025 | 6 | 0 | 390.46K | $32.55M | — | — |
| Q2 2025 | 3 | +1 | 45.38K | $3.60M | +1 | — |
| Q1 2025 | 1 | +1 | 30.44K | $2.12M | +1 | — |
| Q3 2024 | 1 | 0 | 34.02K | $2.48M | — | — |
| Q2 2024 | 1 | — | 5.83K | $407,239 | — | — |
Who holds it · Q2 2026
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | UBS Group AG | 446.28K | +1.4% | $38.23M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 2 | UBS Group AG | 446.28K | +1.4% | $38.23M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 3 | LPL Financial LLC | 391.19K | -3.5% | $33.51M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 4 | Morgan Stanley ✦ | 334.67K | -5.2% | $28.67M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 5 | Morgan Stanley ✦ | 334.67K | -5.2% | $28.67M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 6 | Cetera Investment Advisers | 283.10K | -1.9% | $24.25M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 7 | Stifel Financial Corp | 202.09K | -5.3% | $17.31M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 8 | Royal Bank Of Canada | 132.91K | -47.9% | $11.38M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 9 | Royal Bank Of Canada | 132.91K | -47.9% | $11.38M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 10 | Royal Bank Of Canada | 132.91K | -47.9% | $11.38M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 11 | Raymond James Financial Inc | 97.28K | -6.0% | $8.33M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 12 | Raymond James Financial Inc | 97.28K | -6.0% | $8.33M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 13 | Raymond James Financial Inc | 97.28K | -6.0% | $8.33M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 14 | Envestnet Asset Management Inc | 95.06K | +1.8% | $8.14M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 15 | Commonwealth Equity Services, Llc | 54.66K | -16.8% | $4.68M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 16 | Truist Financial Corp | 47.56K | +10.2% | $4.07M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 17 | Susquehanna International Group, Llp | 45.45K | +109.3% | $3.89M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 18 | Susquehanna International Group, Llp | 45.45K | +109.3% | $3.89M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 19 | HighTower Advisors, LLC | 43.46K | -0.8% | $3.72M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 20 | Northwestern Mutual Wealth… | 19.57K | +0.2% | $1.68M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 21 | Pnc Financial Services Group, Inc. | 19.05K | -7.2% | $1.63M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 22 | Goldman Sachs Group ✦ | 16.43K | +2.3% | $1.41M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 23 | Osaic Holdings, Inc. | 12.12K | -4.5% | $1.04M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 24 | Wells Fargo & Company/Mn | 11.33K | +1.9% | $970,781 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 25 | Wells Fargo & Company/Mn | 11.33K | +1.9% | $970,781 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 26 | Rockefeller Capital Management L.P. | 7.25K | +33.5% | $621,276 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 27 | Rockefeller Capital Management L.P. | 7.25K | +33.5% | $621,276 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 28 | Hrt Financial Lp | 7.22K | New | $618,000 | 0.0% | New | 1 | SEC ↗ |
| 29 | Nuveen, LLC | 5.76K | New | $493,145 | 0.0% | New | 1 | SEC ↗ |
| 30 | Captrust Financial Advisors | 5.61K | 0.0% | $480,124 | 0.0% | Held | 3 | SEC ↗ |
| 31 | Creative Planning | 4.05K | 0.0% | $347,140 | 0.0% | Held | 3 | SEC ↗ |
| 32 | Wealth Enhancement Advisory… | 3.87K | -0.2% | $339,066 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 33 | Mml Investors Services, Llc | 3.91K | -21.5% | $335,298 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 34 | Russell Investments Group, Ltd. | 2.34K | -0.3% | $200,621 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 35 | Citadel Advisors ✦ | 2.34K | New | $200,444 | 0.0% | New | 1 | SEC ↗ |
| 36 | JPMorgan Chase ✦ | 2.11K | -69.9% | $178,309 | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 37 | JPMorgan Chase ✦ | 2.11K | -69.9% | $178,309 | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 38 | JPMorgan Chase ✦ | 2.11K | -69.9% | $178,309 | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 39 | Assetmark, Inc | 395 | 0.0% | $33,836 | 0.0% | Held | 3 | SEC ↗ |
| 40 | Fidelity (FMR) ✦ | 44 | 0.0% | $3,741 | 0.0% | Held | 5 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value — the conviction measure. ✦ = curated manager.
New buyers
| Hrt Financial Lp | $618,000 | 0.0% |
| Nuveen, LLC | $493,145 | 0.0% |
| Citadel Advisors | $200,444 | 0.0% |
Exited
| Two Sigma Investments | $447,590 | was 0.0% |
| Fifth Third Bancorp | $376 | was 0.0% |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 80 holders, 3.58M shares, $266.41M reported. This is a different, older period than the tracked-universe figures above and the two are never mixed.
Frequently co-owned
What else this security's tracked holders most often hold — shared-ownership counts, not fundamental relationships.
Provenance: Ownership from parsed 13F common-stock positions (tracked universe, comparable sets for changes); insider rows from Forms 3/4/5; stakes from Schedules 13D/13G; every filing links to its original on SEC EDGAR.
Reporting period: Q2 2026 ·
Methodology ·
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