HoldingsChannel.com
Institutional Holders of LRGE
HolderAmountPosition Size
($ in 1000's)
 As of
Opal Wealth Advisors LLC488,812$32,794 03/31/2024
     LRGE488,812$32,794 03/31/2024
Avantax Advisory Services Inc.462,733$27,616 12/31/2023
     LRGE462,733$27,616 12/31/2023
Morgan Stanley231,026$13,788 12/31/2023
     LRGE231,026$13,788 12/31/2023
LPL Financial LLC149,492$8,922 12/31/2023
     LRGE149,492$8,922 12/31/2023
UBS Group AG105,455$6,293 12/31/2023
     LRGE105,455$6,293 12/31/2023
Raymond James Financial Services Advisors Inc.85,473$5,101 12/31/2023
     LRGE85,473$5,101 12/31/2023
Stifel Financial Corp74,288$4,433 12/31/2023
     LRGE74,288$4,433 12/31/2023
Royal Bank of Canada70,663$4,217 12/31/2023
     LRGE70,663$4,217 12/31/2023
Envestnet Asset Management Inc.46,616$2,782 12/31/2023
     LRGE46,616$2,782 12/31/2023
Northwestern Mutual Wealth Management Co.36,697$2,190 12/31/2023
     LRGE36,697$2,190 12/31/2023
Advisor Group Holdings Inc.32,790$1,957 12/31/2023
     LRGE32,790$1,957 12/31/2023
Oppenheimer Asset Management Inc.32,613$1,946 12/31/2023
     LRGE32,613$1,946 12/31/2023
The PNC Financial Services Group Inc.32,067$1,914 12/31/2023
     LRGE32,067$1,914 12/31/2023
Commonwealth Equity Services LLC30,020$1,792 12/31/2023
     LRGE30,020$1,792 12/31/2023
Susquehanna International Group LLP28,924$1,726 12/31/2023
     LRGE28,924$1,726 12/31/2023
Gladstone Institutional Advisory LLC26,583$1,586 12/31/2023
     LRGE26,583$1,586 12/31/2023
Citadel Advisors LLC18,940$1,130 12/31/2023
     LRGE18,940$1,130 12/31/2023
PFG Advisors17,698$1,056 12/31/2023
     LRGE17,698$1,056 12/31/2023
Raymond James & Associates16,926$1,010 12/31/2023
     LRGE16,926$1,010 12/31/2023
Corundum Group Inc.10,339$694 03/31/2024
     LRGE10,339$694 03/31/2024
Goldman Sachs Group Inc.11,196$668 12/31/2023
     LRGE11,196$668 12/31/2023
Cetera Investment Advisers10,746$641 12/31/2023
     LRGE10,746$641 12/31/2023
Cambridge Investment Research Advisors Inc.7,390$441 12/31/2023
     LRGE7,390$441 12/31/2023
Dynamic Advisor Solutions LLC5,829$391 03/31/2024
     LRGE5,829$391 03/31/2024
Raymond James Trust N.A.6,493$387 12/31/2023
     LRGE6,493$387 12/31/2023
Family Management Corp6,414$383 12/31/2023
     LRGE6,414$383 12/31/2023
Wells Fargo & Company MN5,799$346 12/31/2023
     LRGE5,799$346 12/31/2023
Kestra Advisory Services LLC5,805$346 12/31/2023
     LRGE5,805$346 12/31/2023
Captrust Financial Advisors5,605$335 12/31/2023
     LRGE5,605$335 12/31/2023
HighTower Advisors LLC5,498$330 12/31/2023
     LRGE5,498$330 12/31/2023
We Are One Seven LLC5,163$308 12/31/2023
     LRGE5,163$308 12/31/2023
MML Investors Services LLC5,069$303 12/31/2023
     LRGE5,069$303 12/31/2023
Prospera Financial Services Inc4,456$266 12/31/2023
     LRGE4,456$266 12/31/2023
Wetzel Investment Advisors Inc.2,424$145 12/31/2023
     LRGE2,424$145 12/31/2023
Capital Analysts LLC1,922$115 12/31/2023
     LRGE1,922$115 12/31/2023
FinTrust Capital Advisors LLC1,868$111 12/31/2023
     LRGE1,868$111 12/31/2023
Future Financial Wealth Managment LLC1,200$81 03/31/2024
     LRGE1,200$81 03/31/2024
Addison Advisors LLC1,189$71 12/31/2023
     LRGE1,189$71 12/31/2023
Harbour Investments Inc.1,043$62 12/31/2023
     LRGE1,043$62 12/31/2023
AdvisorNet Financial Inc570$38 03/31/2024
     LRGE570$38 03/31/2024
Global Retirement Partners LLC282$17 12/31/2023
     LRGE282$17 12/31/2023
Bank of America Corp DE154$9 12/31/2023
     LRGE154$9 12/31/2023
GWM Advisors LLC90$5 12/31/2023
     LRGE90$5 12/31/2023
Financial Perspectives Inc83$5 12/31/2023
     LRGE83$5 12/31/2023

See All: Funds Holding LRGE
See Details: Top 10 Hedge Funds Holding LRGE
Also See: LRGE Holdings Changes

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