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LGRO Institutional Ownership

Level Four Large Cap Growth Active ETF
1W: -0.1% 1M: +1.1% 3M: +7.4% YTD: +14.9% 1Y: +17.3% 3Y: +97.1%
$47.22
+0.21 (+0.45%)
 
Weekly Expected Move ±1.8%
$46 $46 $47 $48 $49
ETF NASDAQ · AUM $138.5M

Institutional Ownership — LGRO

6
Institutional Holders
+1 vs prior quarter
0.0%
Ownership
+0.00pp
108M
Total Invested
1
New Positions
2
Increased
3
Reduced
0
Closed
0.00
Put/Call Ratio

Ownership Trends

Top Institutional Holders (6 total)

# Holder Shares Value Change Change % Holding Period Filing
1 LEVEL FOUR ADVISORY SERVICES, LLC 2,441,170 115M +188,459 +8.4% 12Q SEC ↗
2 Signal Advisors Wealth, LLC 27,672 1M -55,086 -66.6% 2Q SEC ↗
3 GTS SECURITIES LLC 12,527 592K -4,340 -25.7% 6Q SEC ↗
4 UBS Group AG 966 46K +103 +11.9% 3Q SEC ↗
5 Global Retirement Partners, LLC NEW 525 25K — +0.0% 1Q SEC ↗
6 JPMORGAN CHASE & CO 12 1K -78 -86.7% 2Q SEC ↗

Recent Activity

New Positions (1)
HolderSharesValue
Global Retirement Partners, LLC 525 25K
Sold Out (0)

No sold-out positions this quarter.

Biggest Increases (2)
HolderAddedChange %Total Shares
LEVEL FOUR ADVISORY SERVICES, LLC +188,459 +8.4% 2,441,170
UBS Group AG +103 +11.9% 966
Biggest Decreases (3)
HolderReducedChange %Total Shares
Signal Advisors Wealth, LLC -55,086 -66.6% 27,672
GTS SECURITIES LLC -4,340 -25.7% 12,527
JPMORGAN CHASE & CO -78 -86.7% 12

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For informational purposes only. Not investment advice. Data sourced from SEC filings. Privacy Terms