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No upcoming ex-dividend date announced
No 8-K filings in the last 30 days.
20 top institutions tracked
Last 13F trend: unchanged (light)
Unlock crowding heatmapUnlock filer discoverySentiment: unknown
No recent insider trades detected.
Red flags: 0
255 filers reported a long position in LRGF for Q2 2026. 13-F holdings are filed up to 45 days after the quarter ends.
| Holder | Value | Shares | Shares vs Q1 2026 |
|---|---|---|---|
| HALBERT HARGROVE GLOBAL ADVISORS, LLC | $273.9M | 3.6M | -0.1% |
| WELLS FARGO & COMPANY/MN | $227.3M | 3M | +4.4% |
| SigFig Wealth Management, LLC | $220M | 2.9M | +1.2% |
| Annex Advisory Services, LLC | $214.8M | 2.8M | +108.5% |
| Tolleson Wealth Management, Inc. | $176M | 2.3M | -0.4% |
| Plancorp, LLC | $158.7M | 2.1M | +5.6% |
| Modern Wealth Management, LLC | $137M | 1.8M | +72.2% |
| Clearwater Capital Advisors, LLC | $86.9M | 1.1M | +1.9% |
| Ullmann Wealth Partners Group, LLC | $85.8M | 1.1M | -2.5% |
| Compound Planning, Inc. | $59.1M | 781.1K | +0.4% |
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