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LRGG Institutional Ownership

Nomura Focused Large Growth ETF
1W: -0.3% 1M: +0.3% 3M: +5.4% YTD: +2.1% 1Y: -0.4%
$29.98
+0.17 (+0.55%)
 
Weekly Expected Move ±1.6%
$29 $30 $30 $30 $31
ETF AMEX · AUM $360.1M

Institutional Ownership — LRGG

24
Institutional Holders
+0 vs prior quarter
0.0%
Ownership
+0.00pp
276M
Total Invested
6
New Positions
10
Increased
6
Reduced
1
Closed
0.00
Put/Call Ratio

Ownership Trends

Top Institutional Holders (30 total)

# Holder Shares Value Change Change % Holding Period Filing
1 LPL Financial LLC 5,222,449 $157M +35,119 +0.7% 8Q SEC ↗
2 NOMURA ASSET MANAGEMENT INTERNATIONAL 4,017,655 $120M +1,059,683 +35.8% 3Q SEC ↗
3 ROYAL BANK OF CANADA 237,692 $7M +16,707 +7.6% 2Q SEC ↗
4 SUSQUEHANNA INTERNATIONAL GROUP, LLP 116,762 $3M +97,836 +516.9% 4Q SEC ↗
5 Proactive Wealth Strategies LLC 95,330 $3M -610 -0.6% 5Q SEC ↗
6 Integrated Wealth Concepts LLC NEW 85,350 $3M — +0.0% 1Q SEC ↗
7 Horizon Wealth Management, LLC 65,288 $2M +7,707 +13.4% 4Q SEC ↗
8 WEALTH ENHANCEMENT ADVISORY SERVICES, 36,795 $1M -274,389 -88.2% 5Q SEC ↗
9 Private Advisor Group, LLC 34,438 $1M +8,540 +33.0% 6Q SEC ↗
10 Kestra Advisory Services, LLC 33,172 $994K +11,323 +51.8% 2Q SEC ↗
11 CITADEL ADVISORS LLC 25,582 $767K +6,788 +36.1% 3Q SEC ↗
12 HRT FINANCIAL LP 18,882 $566K +8,181 +76.5% 2Q SEC ↗
13 BENJAMIN EDWARDS INC 11,496 $345K +1,482 +14.8% 7Q SEC ↗
14 BANK OF AMERICA CORP /DE NEW 10,681 $320K — +0.0% 1Q SEC ↗
15 JANE STREET GROUP, LLC 9,197 $276K -2,072 -18.4% 2Q SEC ↗
16 Global Retirement Partners, LLC NEW 4,052 $121K — +0.0% 1Q SEC ↗
17 AE Wealth Management LLC 3,880 $116K — +0.0% 2Q SEC ↗
18 IFG Advisory, LLC NEW 3,560 $107K — +0.0% 1Q SEC ↗
19 CWM, LLC 2,878 $86K — +0.0% 2Q SEC ↗
20 VALLEY WEALTH MANAGERS, INC. 1,449 $43K -28,652 -95.2% 9Q SEC ↗
21 MORGAN STANLEY NEW 892 $27K — +0.0% 1Q SEC ↗
22 JPMORGAN CHASE & CO NEW 357 $11K — +0.0% 1Q SEC ↗
23 ASSETMARK, INC 22 $1K -63 -74.1% 4Q SEC ↗
24 Steigerwald, Gordon & Koch Inc. 6 $0K — +0.0% 4Q SEC ↗
25 Corient Private Wealth LLC 0 $0K -8,984 -100.0% 2Q SEC ↗
26 UBS Group AG 0 $0K -325 -100.0% 2Q SEC ↗
27 Cambridge Investment Research Advisors 0 $0K -166,909 -100.0% 2Q SEC ↗
28 Mariner, LLC 0 $0K -7,301 -100.0% 4Q SEC ↗
29 Summit Financial Wealth Advisors, LLC 0 $0K -7,920 -100.0% 4Q SEC ↗
30 VestGen Advisors, LLC 0 $0K -508,507 -100.0% 4Q SEC ↗

Recent Activity

New Positions (6)
HolderSharesValue
Integrated Wealth Concepts LLC 85,350 $3M
BANK OF AMERICA CORP /DE 10,681 $320K
Global Retirement Partners, LLC 4,052 $121K
IFG Advisory, LLC 3,560 $107K
MORGAN STANLEY 892 $27K
JPMORGAN CHASE & CO 357 $11K
Sold Out (6)
HolderPrev SharesPrev Value
VestGen Advisors, LLC 508,507 $15M
Cambridge Investment Research Advis 166,909 $5M
Corient Private Wealth LLC 8,984 $269K
Summit Financial Wealth Advisors, L 7,920 $237K
Mariner, LLC 7,301 $219K
UBS Group AG 325 $10K
Biggest Increases (10)
HolderAddedChange %Total Shares
NOMURA ASSET MANAGEMENT INTERNATION +1,059,683 +35.8% 4,017,655
SUSQUEHANNA INTERNATIONAL GROUP, LL +97,836 +516.9% 116,762
LPL Financial LLC +35,119 +0.7% 5,222,449
ROYAL BANK OF CANADA +16,707 +7.6% 237,692
Kestra Advisory Services, LLC +11,323 +51.8% 33,172
Private Advisor Group, LLC +8,540 +33.0% 34,438
HRT FINANCIAL LP +8,181 +76.5% 18,882
Horizon Wealth Management, LLC +7,707 +13.4% 65,288
CITADEL ADVISORS LLC +6,788 +36.1% 25,582
BENJAMIN EDWARDS INC +1,482 +14.8% 11,496
Biggest Decreases (5)
HolderReducedChange %Total Shares
WEALTH ENHANCEMENT ADVISORY SERVICE -274,389 -88.2% 36,795
VALLEY WEALTH MANAGERS, INC. -28,652 -95.2% 1,449
JANE STREET GROUP, LLC -2,072 -18.4% 9,197
Proactive Wealth Strategies LLC -610 -0.6% 95,330
ASSETMARK, INC -63 -74.1% 22

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