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LRGC Institutional Ownership

AB US Large Cap Strategic Equities ETF
1W: -0.1% 1M: +0.6% 3M: +2.2% YTD: +11.1% 1Y: +12.9%
$86.53
+0.68 (+0.79%)
 
Weekly Expected Move ±1.5%
$84 $85 $87 $88 $89
ETF AMEX · AUM $1.0B

Institutional Ownership — LRGC

38
Institutional Holders
+4 vs prior quarter
0.0%
Ownership
+0.00pp
1B
Total Invested
8
New Positions
9
Increased
16
Reduced
8
Closed
0.00
Put/Call Ratio

Ownership Trends

Top Institutional Holders (41 total)

# Holder Shares Value Change Change % Holding Period Filing
1 ALLIANCEBERNSTEIN L.P. 12,351,473 1.1B +1,132,919 +10.1% 12Q SEC ↗
2 LPL Financial LLC 788,805 68M -136,162 -14.7% 10Q SEC ↗
3 Northwest Financial Advisors NEW 652,810 56M — +0.0% 1Q SEC ↗
4 Wagner Wealth Management, LLC 112,354 10M +7,293 +6.9% 10Q SEC ↗
5 NORTHWESTERN MUTUAL WEALTH MANAGEMENT 112,297 10M +8,337 +8.0% 3Q SEC ↗
6 ENVESTNET ASSET MANAGEMENT INC 82,532 7M -3,022 -3.5% 5Q SEC ↗
7 RAYMOND JAMES FINANCIAL INC 72,727 6M +58,981 +429.1% 3Q SEC ↗
8 Cresset Asset Management, LLC 31,406 3M +18,986 +152.9% 3Q SEC ↗
9 Cambridge Investment Research Advisors 28,022 2M +358 +1.3% 7Q SEC ↗
10 BANK OF AMERICA CORP /DE 25,016 2M +3,297 +15.2% 5Q SEC ↗
11 Quantum Private Wealth, LLC 14,558 1M -2,000 -12.1% 9Q SEC ↗
12 COMMONWEALTH EQUITY SERVICES, LLC 9,814 849K +1,561 +18.9% 7Q SEC ↗
13 Private Advisor Group, LLC 6,450 558K -529 -7.6% 6Q SEC ↗
14 MERCER GLOBAL ADVISORS INC /ADV NEW 5,824 504K — +0.0% 1Q SEC ↗
15 MGO ONE SEVEN LLC 5,491 475K -805 -12.8% 7Q SEC ↗
16 CITADEL ADVISORS LLC 5,144 445K -3,903 -43.1% 2Q SEC ↗
17 Cetera Investment Advisers NEW 4,478 387K — +0.0% 1Q SEC ↗
18 PMG Wealth Management, Inc. 4,475 387K — +0.0% 5Q SEC ↗
19 MORGAN STANLEY 2,548 220K — +0.0% 4Q SEC ↗
20 Laraway Financial Advisors Inc NEW 2,529 219K — +0.0% 1Q SEC ↗
21 Valeo Financial Advisors, LLC NEW 2,462 213K — +0.0% 1Q SEC ↗
22 Avalon Trust Co 1,229 106K -245 -16.6% 2Q SEC ↗
23 Atlantic Union Bankshares Corp 1,099 95K — +0.0% 4Q SEC ↗
24 ROYAL BANK OF CANADA 864 75K — +0.0% 2Q SEC ↗
25 PNC Financial Services Group, Inc. 763 66K — +0.0% 4Q SEC ↗
26 Global Retirement Partners, LLC NEW 493 43K — +0.0% 1Q SEC ↗
27 OSAIC HOLDINGS, INC. 319 28K +163 +104.5% 9Q SEC ↗
28 CWM, LLC 263 23K — +0.0% 2Q SEC ↗
29 PRIVATE TRUST CO NA 219 19K -14 -6.0% 6Q SEC ↗
30 NewEdge Advisors, LLC NEW 61 5K — +0.0% 1Q SEC ↗
31 Integrated Wealth Concepts LLC NEW 57 5K — +0.0% 1Q SEC ↗
32 JPMORGAN CHASE & CO 0 0K -3 -100.0% 2Q SEC ↗
33 Golden State Wealth Management, LLC 0 0K -100 -100.0% 1Q SEC ↗
34 Worth Financial Advisory Group, LLC 0 0K -880 -100.0% 1Q SEC ↗
35 JANE STREET GROUP, LLC 0 0K -4,210 -100.0% 3Q SEC ↗
36 WELLS FARGO & COMPANY/MN 0 0K -294 -100.0% 2Q SEC ↗
37 SUSQUEHANNA INTERNATIONAL GROUP, LLP 0 0K -7,851 -100.0% 1Q SEC ↗
38 UBS Group AG 0 0K -1,030 -100.0% 2Q SEC ↗
39 JONES FINANCIAL COMPANIES LLLP 0 0K -226 -100.0% 1Q SEC ↗
40 Arkadios Wealth Advisors 0 0K -102,701 -100.0% 1Q SEC ↗
41 Western Wealth Management, LLC 0 0K -16 -100.0% 1Q SEC ↗
Biggest Increases (9)
HolderAddedChange %Total Shares
ALLIANCEBERNSTEIN L.P. +1,132,919 +10.1% 12,351,473
RAYMOND JAMES FINANCIAL INC +58,981 +429.1% 72,727
Cresset Asset Management, LLC +18,986 +152.9% 31,406
NORTHWESTERN MUTUAL WEALTH MANAGEME +8,337 +8.0% 112,297
Wagner Wealth Management, LLC +7,293 +6.9% 112,354
BANK OF AMERICA CORP /DE +3,297 +15.2% 25,016
COMMONWEALTH EQUITY SERVICES, LLC +1,561 +18.9% 9,814
Cambridge Investment Research Advis +358 +1.3% 28,022
OSAIC HOLDINGS, INC. +163 +104.5% 319
Biggest Decreases (8)
HolderReducedChange %Total Shares
LPL Financial LLC -136,162 -14.7% 788,805
CITADEL ADVISORS LLC -3,903 -43.1% 5,144
ENVESTNET ASSET MANAGEMENT INC -3,022 -3.5% 82,532
Quantum Private Wealth, LLC -2,000 -12.1% 14,558
MGO ONE SEVEN LLC -805 -12.8% 5,491
Private Advisor Group, LLC -529 -7.6% 6,450
Avalon Trust Co -245 -16.6% 1,229
PRIVATE TRUST CO NA -14 -6.0% 219

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