Funds Holding LCG

On this page, we present all of the funds holding LCG from our database of 13F filers, detailed in the table below. The first column indicates the name of each of the funds holding LCG, with a link to that fund's top holdings. The next columns indicate the amount of LCG stock held by each of the funds holding LCG, followed by the LCG position size held by the fund, and lastly the date of the quarterly filing period the data represents. In total, we count 10 funds holding LCG within the last two filing periods in our coverage universe of 13F filers, with the largest position size having been reported by AE Wealth Management LLC. For more details on the positions held by AE Wealth Management LLC (or by any of the other funds holding LCG), click the fund name in the "Holder" column of the funds-holding-LCG table below.

HolderAmountPosition Size
($ in 1000's)
 As of
AE Wealth Management LLC1,611,198$41,524 06/30/2023
     LCG1,611,198$41,524 06/30/2023
SRS Capital Advisors Inc.244,759$6,308 06/30/2023
     LCG244,759$6,308 06/30/2023
B.O.S.S. Retirement Advisors LLC193,096$4,977 06/30/2023
     LCG193,096$4,977 06/30/2023
D.A. Davidson & CO.66,814$1,722 06/30/2023
     LCG66,814$1,722 06/30/2023
Truist Financial Corp65,765$1,695 06/30/2023
     LCG65,765$1,695 06/30/2023
Envestnet Asset Management Inc.55,302$1,425 06/30/2023
     LCG55,302$1,425 06/30/2023
DAVENPORT & Co LLC16,676$430 06/30/2023
     LCG16,676$430 06/30/2023
Rockefeller Capital Management L.P.8,000$206 06/30/2023
     LCG8,000$206 06/30/2023
Cary Street Partners Investment Advisory LLC5,400$139 06/30/2023
     LCG5,400$139 06/30/2023
UBS Group AG1,913$49 06/30/2023
     LCG1,913$49 06/30/2023
Proequities Inc.0$0 06/30/2023
     LCG0$0 06/30/2023

See Summary: Institutional Holders of LCG
See Details: Top 10 Hedge Funds Holding LCG
Also See: LCG Holdings Changes

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