HoldingsChannel.com
Funds Holding LRGF

On this page, we present all of the funds holding LRGF from our database of 13F filers, detailed in the table below. The first column indicates the name of each of the funds holding LRGF, with a link to that fund's top holdings. The next columns indicate the amount of LRGF stock held by each of the funds holding LRGF, followed by the LRGF position size held by the fund, and lastly the date of the quarterly filing period the data represents. In total, we count 135 funds holding LRGF within the last two filing periods in our coverage universe of 13F filers, with the largest position size having been reported by Strategic Financial Services Inc . For more details on the positions held by Strategic Financial Services Inc (or by any of the other funds holding LRGF), click the fund name in the "Holder" column of the funds-holding-LRGF table below.

HolderAmountPosition Size
($ in 1000's)
 As of
Strategic Financial Services Inc 4,727,539$179,174 06/30/2022
     LRGF4,727,539$179,174 06/30/2022
SigFig Wealth Management LLC1,982,287$75,128 06/30/2022
     LRGF1,982,287$75,128 06/30/2022
Wells Fargo & Company MN1,639,651$62,143 06/30/2022
     LRGF1,639,651$62,143 06/30/2022
Phillips Financial Management LLC1,236,914$46,879 06/30/2022
     LRGF1,236,914$46,879 06/30/2022
Stokes Family Office LLC1,042,206$39,500 06/30/2022
     LRGF1,042,206$39,500 06/30/2022
Clearwater Capital Advisors LLC1,022,792$38,764 06/30/2022
     LRGF1,022,792$38,764 06/30/2022
Morgan Stanley944,732$35,805 06/30/2022
     LRGF944,732$35,805 06/30/2022
Plancorp LLC904,072$34,264 06/30/2022
     LRGF904,072$34,264 06/30/2022
Colony Group LLC671,649$25,455 06/30/2022
     LRGF671,649$25,455 06/30/2022
Bank of America Corp DE604,322$22,904 06/30/2022
     LRGF604,322$22,904 06/30/2022
Ameriprise Financial Inc.541,790$20,538 06/30/2022
     LRGF541,790$20,538 06/30/2022
Envestnet Asset Management Inc.504,398$19,117 06/30/2022
     LRGF504,398$19,117 06/30/2022
First Ascent Asset Management LLC416,786$15,796 06/30/2022
     LRGF416,786$15,796 06/30/2022
Beirne Wealth Consulting Services LLC378,410$14,342 06/30/2022
     LRGF378,410$14,342 06/30/2022
Advisor Group Holdings Inc.334,833$12,759 06/30/2022
     LRGF334,833$12,759 06/30/2022
Wade Financial Advisory Inc235,416$8,922 06/30/2022
     LRGF235,416$8,922 06/30/2022
HighTower Advisors LLC224,150$8,498 06/30/2022
     LRGF224,150$8,498 06/30/2022
Halbert Hargrove Global Advisors LLC216,534$8,207 06/30/2022
     LRGF216,534$8,207 06/30/2022
HB Wealth Management LLC213,575$8,094 06/30/2022
     LRGF213,575$8,094 06/30/2022
Foster & Motley Inc.200,367$7,594 06/30/2022
     LRGF200,367$7,594 06/30/2022
Addison Advisors LLC199,581$7,564 06/30/2022
     LRGF199,581$7,564 06/30/2022
Family Capital Trust Co193,579$7,335 06/30/2022
     LRGF193,579$7,335 06/30/2022
Pensionmark Financial Group LLC171,539$7,172 06/30/2022
     LRGF171,539$7,172 06/30/2022
Forte Asset Management LLC179,038$6,786 06/30/2022
     LRGF179,038$6,786 06/30/2022
ARGI Investment Services LLC178,056$6,748 06/30/2022
     LRGF178,056$6,748 06/30/2022
Commonwealth Equity Services LLC174,274$6,605 06/30/2022
     LRGF174,274$6,605 06/30/2022
Pasadena Private Wealth LLC168,796$6,397 06/30/2022
     LRGF168,796$6,397 06/30/2022
Atria Investments LLC154,681$5,862 06/30/2022
     LRGF154,681$5,862 06/30/2022
Balasa Dinverno & Foltz LLC153,709$5,826 06/30/2022
     LRGF153,709$5,826 06/30/2022
Cambridge Investment Research Advisors Inc.146,592$5,556 06/30/2022
     LRGF146,592$5,556 06/30/2022
Royal Bank of Canada134,976$5,115 06/30/2022
     LRGF134,976$5,115 06/30/2022
Raymond James Financial Services Advisors Inc.128,556$4,872 06/30/2022
     LRGF128,556$4,872 06/30/2022
Sterneck Capital Management LLC124,662$4,725 06/30/2022
     LRGF124,662$4,725 06/30/2022
Nova R Wealth Inc.121,007$4,586 06/30/2022
     LRGF121,007$4,586 06/30/2022
Cedar Brook Financial Partners LLC119,842$4,542 06/30/2022
     LRGF119,842$4,542 06/30/2022
BlackRock Inc.109,855$4,164 06/30/2022
     LRGF109,855$4,164 06/30/2022
Wescott Financial Advisory Group LLC108,384$4,108 06/30/2022
     LRGF108,384$4,108 06/30/2022
Sontag Advisory LLC104,376$3,956 06/30/2022
     LRGF104,376$3,956 06/30/2022
Northwestern Mutual Wealth Management Co.100,289$3,801 06/30/2022
     LRGF100,289$3,801 06/30/2022
Sigma Planning Corp93,562$3,546 06/30/2022
     LRGF93,562$3,546 06/30/2022
LPL Financial LLC92,338$3,500 06/30/2022
     LRGF92,338$3,500 06/30/2022
Callan Capital LLC66,634$2,525 06/30/2022
     LRGF66,634$2,525 06/30/2022
RVW Wealth LLC65,027$2,465 06/30/2022
     LRGF65,027$2,465 06/30/2022
Quantitative Advantage LLC60,964$2,311 06/30/2022
     LRGF60,964$2,311 06/30/2022
Goodman Advisory Group LLC60,391$2,289 06/30/2022
     LRGF60,391$2,289 06/30/2022
Windsor Group LTD54,864$2,114 06/30/2022
     LRGF54,864$2,114 06/30/2022
UBS Group AG43,261$1,639 06/30/2022
     LRGF43,261$1,639 06/30/2022
First Foundation Advisors40,131$1,521 06/30/2022
     LRGF40,131$1,521 06/30/2022
Integrated Wealth Concepts LLC31,705$1,202 06/30/2022
     LRGF31,705$1,202 06/30/2022
Susquehanna International Group LLP31,609$1,198 06/30/2022
     LRGF31,609$1,198 06/30/2022
Smith Salley & Associates26,829$1,017 06/30/2022
     LRGF26,829$1,017 06/30/2022
Kestra Advisory Services LLC26,045$987 06/30/2022
     LRGF26,045$987 06/30/2022
Merriman Wealth Management LLC24,002$910 06/30/2022
     LRGF24,002$910 06/30/2022
Goldman Sachs Group Inc.22,587$856 06/30/2022
     LRGF22,587$856 06/30/2022
Keystone Financial Group22,533$854 06/30/2022
     LRGF22,533$854 06/30/2022
RHS Financial LLC21,821$827 06/30/2022
     LRGF21,821$827 06/30/2022
Merit Financial Group LLC21,752$824 06/30/2022
     LRGF21,752$824 06/30/2022
Parsons Capital Management Inc. RI20,820$789 06/30/2022
     LRGF20,820$789 06/30/2022
55I LLC20,290$769 06/30/2022
     LRGF20,290$769 06/30/2022
Stifel Financial Corp19,078$723 06/30/2022
     LRGF19,078$723 06/30/2022
Parallel Advisors LLC18,012$683 06/30/2022
     LRGF18,012$683 06/30/2022
Wipfli Financial Advisors LLC18,030$683 06/30/2022
     LRGF18,030$683 06/30/2022
Allworth Financial LP17,582$666 06/30/2022
     LRGF17,582$666 06/30/2022
Raymond James & Associates15,054$571 06/30/2022
     LRGF15,054$571 06/30/2022
Money Concepts Capital Corp14,018$537 06/30/2022
     LRGF14,018$537 06/30/2022
Tranquility Partners LLC13,730$520 06/30/2022
     LRGF13,730$520 06/30/2022
Planned Solutions Inc.13,651$517 06/30/2022
     LRGF13,651$517 06/30/2022
Twelve Points Wealth Management LLC13,448$510 06/30/2022
     LRGF13,448$510 06/30/2022
Magnolia Capital Advisors LLC13,432$509 06/30/2022
     LRGF13,432$509 06/30/2022
Private Advisor Group LLC13,377$507 06/30/2022
     LRGF13,377$507 06/30/2022
Atria Wealth Solutions Inc.12,535$475 06/30/2022
     LRGF12,535$475 06/30/2022
Snowden Capital Advisors LLC12,335$467 06/30/2022
     LRGF12,335$467 06/30/2022
Jane Street Group LLC12,060$457 06/30/2022
     LRGF12,060$457 06/30/2022
Colonial Trust Advisors11,599$440 06/30/2022
     LRGF11,599$440 06/30/2022
Prudential Financial Inc.10,929$418 06/30/2022
     LRGF10,929$418 06/30/2022
Baron Silver Stevens Financial Advisors LLC10,942$414 06/30/2022
     LRGF10,942$414 06/30/2022
Retirement Planning Group10,880$412 06/30/2022
     LRGF10,880$412 06/30/2022
TAGStone Capital Inc.10,682$405 06/30/2022
     LRGF10,682$405 06/30/2022
Cetera Advisor Networks LLC10,671$404 06/30/2022
     LRGF10,671$404 06/30/2022
Lincoln National Corp10,562$400 06/30/2022
     LRGF10,562$400 06/30/2022
Transparent Wealth Partners LLC10,543$400 06/30/2022
     LRGF10,543$400 06/30/2022
MML Investors Services LLC10,007$379 06/30/2022
     LRGF10,007$379 06/30/2022
Cetera Advisors LLC9,950$377 06/30/2022
     LRGF9,950$377 06/30/2022
BOKF NA9,893$375 06/30/2022
     LRGF9,893$375 06/30/2022
Bellwether Advisors LLC9,337$353 06/30/2022
     LRGF9,337$353 06/30/2022
Capital Advisors Ltd. LLC9,071$344 06/30/2022
     LRGF9,071$344 06/30/2022
Captrust Financial Advisors8,781$333 06/30/2022
     LRGF8,781$333 06/30/2022
Equitable Holdings Inc.7,823$296 06/30/2022
     LRGF7,823$296 06/30/2022
Guardian Financial Partners LLC7,807$296 06/30/2022
     LRGF7,807$296 06/30/2022
IHT Wealth Management LLC6,721$255 06/30/2022
     LRGF6,721$255 06/30/2022
Parkside Financial Bank & Trust6,663$253 06/30/2022
     LRGF6,663$253 06/30/2022
OLD Mission Capital LLC6,562$249 06/30/2022
     LRGF6,562$249 06/30/2022
Flagship Private Wealth LLC6,396$242 06/30/2022
     LRGF6,396$242 06/30/2022
Ledyard National Bank6,182$234 06/30/2022
     LRGF6,182$234 06/30/2022
Western Wealth Management LLC6,104$232 06/30/2022
     LRGF6,104$232 06/30/2022
CWM LLC6,000$227 06/30/2022
     LRGF6,000$227 06/30/2022
Lehman & Derafelo Financial Resources LLC6,000$227 06/30/2022
     LRGF6,000$227 06/30/2022
LexAurum Advisors LLC5,958$226 06/30/2022
     LRGF5,958$226 06/30/2022
BOK Financial Private Wealth Inc.5,730$217 06/30/2022
     LRGF5,730$217 06/30/2022
FMR LLC5,668$215 06/30/2022
     LRGF5,668$215 06/30/2022
Marino Stram & Associates LLC5,672$215 06/30/2022
     LRGF5,672$215 06/30/2022
Avantax Advisory Services Inc.5,643$214 06/30/2022
     LRGF5,643$214 06/30/2022
Citigroup Inc.5,575$211 06/30/2022
     LRGF5,575$211 06/30/2022
Carolinas Wealth Consulting LLC5,263$199 06/30/2022
     LRGF5,263$199 06/30/2022
The PNC Financial Services Group Inc.5,014$190 06/30/2022
     LRGF5,014$190 06/30/2022
Clear Investment Research LLC4,234$160 06/30/2022
     LRGF4,234$160 06/30/2022
Steward Partners Investment Advisory LLC4,202$159 06/30/2022
     LRGF4,202$159 06/30/2022
Bellevue Asset Management LLC4,159$159 06/30/2022
     LRGF4,159$159 06/30/2022
Graves Light Private Wealth Management Inc.3,239$123 06/30/2022
     LRGF3,239$123 06/30/2022
Trustcore Financial Services LLC2,411$91 06/30/2022
     LRGF2,411$91 06/30/2022
Geneos Wealth Management Inc.2,174$83 06/30/2022
     LRGF2,174$83 06/30/2022
AdvisorNet Financial Inc2,201$80 09/30/2022
     LRGF2,201$80 09/30/2022
First Horizon Advisors Inc.2,088$79 06/30/2022
     LRGF2,088$79 06/30/2022
Aspire Wealth Management Corp2,026$77 06/30/2022
     LRGF2,026$77 06/30/2022
MUFG Americas Holdings Corp1,740$66 06/30/2022
     LRGF1,740$66 06/30/2022
IFP Advisors Inc1,977$64 06/30/2022
     LRGF1,977$64 06/30/2022
Clearstead Advisors LLC1,338$51 06/30/2022
     LRGF1,338$51 06/30/2022
Patriot Financial Group Insurance Agency LLC1,312$50 06/30/2022
     LRGF1,312$50 06/30/2022
Blair William & Co. IL1,185$45 06/30/2022
     LRGF1,185$45 06/30/2022
Baldwin Brothers Inc. MA758$29 06/30/2022
     LRGF758$29 06/30/2022
John W. Brooker & Co. CPAs667$25 06/30/2022
     LRGF667$25 06/30/2022
CoreCap Advisors LLC427$16 06/30/2022
     LRGF427$16 06/30/2022
Proequities Inc.400$15 06/30/2022
     LRGF400$15 06/30/2022
HHM Wealth Advisors LLC400$15 06/30/2022
     LRGF400$15 06/30/2022
Tower Research Capital LLC TRC 352$13 06/30/2022
     LRGF352$13 06/30/2022
Clarkston Capital Partners LLC348$13 06/30/2022
     LRGF348$13 06/30/2022
Fifth Third Bancorp309$12 06/30/2022
     LRGF309$12 06/30/2022
South State CORP.282$11 06/30/2022
     LRGF282$11 06/30/2022
Benjamin F. Edwards & Company Inc.178$7 06/30/2022
     LRGF178$7 06/30/2022
Column Capital Advisors LLC195$7 06/30/2022
     LRGF195$7 06/30/2022
Horan Securities Inc.168$6 06/30/2022
     LRGF168$6 06/30/2022
Integrity Financial Corp WA152$6 06/30/2022
     LRGF152$6 06/30/2022
Prospera Financial Services Inc130$5 06/30/2022
     LRGF130$5 06/30/2022
Harbor Investment Advisory LLC93$4 06/30/2022
     LRGF93$4 06/30/2022
Total Clarity Wealth Management Inc.97$4 06/30/2022
     LRGF97$4 06/30/2022
Valley National Advisers Inc.23$1 06/30/2022
     LRGF23$1 06/30/2022

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

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