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On this page, we present all of the funds holding LRGF from our database of 13F filers, detailed in the table below.
The first column indicates the name of each of the funds holding LRGF, with a link to that fund's top holdings. The next columns
indicate the amount of LRGF stock held by each of the funds holding LRGF, followed by the LRGF position size held by the fund, and lastly the
date of the quarterly filing period the data represents. In total, we count 155 funds holding LRGF within the last two filing periods in our coverage universe of 13F filers,
with the largest position size having been reported by Strategic Financial Services Inc . For more details on the positions held by Strategic Financial Services Inc
(or by any of the other funds holding LRGF), click the fund name in the "Holder" column of the funds-holding-LRGF table below.
| Holder | Amount | Position Size
($ in 1000's) | As of |
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 Strategic Financial Services Inc | 4,228,807 | $204,209 | 12/31/2023 | | LRGF | 4,228,807 | $204,209 | 12/31/2023 | | SigFig Wealth Management LLC | 2,030,640 | $98,059 | 12/31/2023 | | LRGF | 2,030,640 | $98,059 | 12/31/2023 | | Tolleson Wealth Management Inc. | 1,877,176 | $90,649 | 12/31/2023 | | LRGF | 1,877,176 | $90,649 | 12/31/2023 | | Wells Fargo & Company MN | 1,673,610 | $80,819 | 12/31/2023 | | LRGF | 1,673,610 | $80,819 | 12/31/2023 | | Plancorp LLC | 1,438,301 | $69,456 | 12/31/2023 | | LRGF | 1,438,301 | $69,456 | 12/31/2023 | | Ullmann Financial Group Inc. | 1,357,318 | $65,545 | 12/31/2023 | | LRGF | 1,357,318 | $65,545 | 12/31/2023 | | Stokes Family Office LLC | 1,302,089 | $62,878 | 12/31/2023 | | LRGF | 1,302,089 | $62,878 | 12/31/2023 | | Integrated Wealth Concepts LLC | 1,149,058 | $55,488 | 12/31/2023 | | LRGF | 1,149,058 | $55,488 | 12/31/2023 | | Clearwater Capital Advisors LLC | 1,071,642 | $51,750 | 12/31/2023 | | LRGF | 1,071,642 | $51,750 | 12/31/2023 | | Halbert Hargrove Global Advisors LLC | 649,087 | $34,927 | 03/31/2024 | | LRGF | 649,087 | $34,927 | 03/31/2024 | | Phillips Financial Management LLC | 670,227 | $32,365 | 12/31/2023 | | LRGF | 670,227 | $32,365 | 12/31/2023 | | JPMorgan Chase & Co. | 598,603 | $28,907 | 12/31/2023 | | LRGF | 598,603 | $28,907 | 12/31/2023 | | Morgan Stanley | 583,552 | $28,180 | 12/31/2023 | | LRGF | 583,552 | $28,180 | 12/31/2023 | | Cardinal Point Capital Management ULC | 570,032 | $27,527 | 12/31/2023 | | LRGF | 570,032 | $27,527 | 12/31/2023 | | Colony Group LLC | 529,175 | $25,554 | 12/31/2023 | | LRGF | 529,175 | $25,554 | 12/31/2023 | | Cora Capital Advisors LLC | 459,182 | $24,709 | 03/31/2024 | | LRGF | 459,182 | $24,709 | 03/31/2024 | | Pettinga Financial Advisors LLC | 433,980 | $23,352 | 03/31/2024 | | LRGF | 433,980 | $23,352 | 03/31/2024 | | Conrad Siegel Investment Advisors Inc. | 433,578 | $23,331 | 03/31/2024 | | LRGF | 433,578 | $23,331 | 03/31/2024 | | Bank of America Corp DE | 444,583 | $21,469 | 12/31/2023 | | LRGF | 444,583 | $21,469 | 12/31/2023 | | ShoreHaven Wealth Partners LLC | 436,066 | $21,058 | 12/31/2023 | | LRGF | 436,066 | $21,058 | 12/31/2023 | | Wealth Enhancement Advisory Services LLC | 364,060 | $19,590 | 03/31/2024 | | LRGF | 364,060 | $19,590 | 03/31/2024 | | Beirne Wealth Consulting Services LLC | 362,088 | $17,486 | 12/31/2023 | | LRGF | 362,088 | $17,486 | 12/31/2023 | | Change Path LLC | 351,951 | $16,995 | 12/31/2023 | | LRGF | 351,951 | $16,995 | 12/31/2023 | | Foster & Motley Inc. | 221,165 | $11,901 | 03/31/2024 | | LRGF | 221,165 | $11,901 | 03/31/2024 | | Advisor Group Holdings Inc. | 240,195 | $11,599 | 12/31/2023 | | LRGF | 240,195 | $11,599 | 12/31/2023 | | Acropolis Investment Management LLC | 211,709 | $11,392 | 03/31/2024 | | LRGF | 211,709 | $11,392 | 03/31/2024 | | HighTower Advisors LLC | 226,896 | $10,958 | 12/31/2023 | | LRGF | 226,896 | $10,958 | 12/31/2023 | | Wade Financial Advisory Inc | 201,789 | $9,744 | 12/31/2023 | | LRGF | 201,789 | $9,744 | 12/31/2023 | | CI Private Wealth LLC | 195,859 | $9,458 | 12/31/2023 | | LRGF | 195,859 | $9,458 | 12/31/2023 | | Family Capital Trust Co | 185,433 | $8,955 | 12/31/2023 | | LRGF | 185,433 | $8,955 | 12/31/2023 | | Commonwealth Equity Services LLC | 180,021 | $8,693 | 12/31/2023 | | LRGF | 180,021 | $8,693 | 12/31/2023 | | HB Wealth Management LLC | 169,119 | $8,167 | 12/31/2023 | | LRGF | 169,119 | $8,167 | 12/31/2023 | | LPL Financial LLC | 162,927 | $7,868 | 12/31/2023 | | LRGF | 162,927 | $7,868 | 12/31/2023 | | Pensionmark Financial Group LLC | 159,283 | $7,692 | 12/31/2023 | | LRGF | 159,283 | $7,692 | 12/31/2023 | | Raymond James Financial Services Advisors Inc. | 138,189 | $6,673 | 12/31/2023 | | LRGF | 138,189 | $6,673 | 12/31/2023 | | Cedar Brook Financial Partners LLC | 122,073 | $6,569 | 03/31/2024 | | LRGF | 122,073 | $6,569 | 03/31/2024 | | BlackRock Inc. | 133,773 | $6,460 | 12/31/2023 | | LRGF | 133,773 | $6,460 | 12/31/2023 | | Farther Finance Advisors LLC | 129,501 | $6,254 | 12/31/2023 | | LRGF | 129,501 | $6,254 | 12/31/2023 | | Cerity Partners LLC | 120,075 | $5,798 | 12/31/2023 | | LRGF | 120,075 | $5,798 | 12/31/2023 | | Nova R Wealth Inc. | 99,412 | $5,349 | 03/31/2024 | | LRGF | 99,412 | $5,349 | 03/31/2024 | | Forte Asset Management LLC | 109,266 | $5,276 | 12/31/2023 | | LRGF | 109,266 | $5,276 | 12/31/2023 | | Wescott Financial Advisory Group LLC | 106,294 | $5,133 | 12/31/2023 | | LRGF | 106,294 | $5,133 | 12/31/2023 | | Sterneck Capital Management LLC | 100,149 | $4,836 | 12/31/2023 | | LRGF | 100,149 | $4,836 | 12/31/2023 | | Northwestern Mutual Wealth Management Co. | 94,987 | $4,587 | 12/31/2023 | | LRGF | 94,987 | $4,587 | 12/31/2023 | | Kingsview Wealth Management LLC | 93,492 | $4,515 | 12/31/2023 | | LRGF | 93,492 | $4,515 | 12/31/2023 | | Royal Bank of Canada | 85,930 | $4,150 | 12/31/2023 | | LRGF | 85,930 | $4,150 | 12/31/2023 | | Addison Advisors LLC | 81,880 | $3,954 | 12/31/2023 | | LRGF | 81,880 | $3,954 | 12/31/2023 | | StoneX Group Inc. | 80,370 | $3,881 | 12/31/2023 | | LRGF | 80,370 | $3,881 | 12/31/2023 | | Citigroup Inc. | 71,772 | $3,466 | 12/31/2023 | | LRGF | 71,772 | $3,466 | 12/31/2023 | | Sontag Advisory LLC | 69,149 | $3,339 | 12/31/2023 | | LRGF | 69,149 | $3,339 | 12/31/2023 | | Market Street Wealth Management Advisors LLC | 59,715 | $3,213 | 03/31/2024 | | LRGF | 59,715 | $3,213 | 03/31/2024 | | MML Investors Services LLC | 57,208 | $2,763 | 12/31/2023 | | LRGF | 57,208 | $2,763 | 12/31/2023 | | RVW Wealth LLC | 50,343 | $2,709 | 03/31/2024 | | LRGF | 50,343 | $2,709 | 03/31/2024 | | Grimes & Company Inc. | 49,865 | $2,683 | 03/31/2024 | | LRGF | 49,865 | $2,683 | 03/31/2024 | | Allworth Financial LP | 49,370 | $2,384 | 12/31/2023 | | LRGF | 49,370 | $2,384 | 12/31/2023 | | Dfpg Investments LLC | 48,569 | $2,308 | 12/31/2023 | | LRGF | 48,569 | $2,308 | 12/31/2023 | | Baird Financial Group Inc. | 42,858 | $2,070 | 12/31/2023 | | LRGF | 42,858 | $2,070 | 12/31/2023 | | Hobbs Group Advisors LLC | 42,694 | $2,062 | 12/31/2023 | | LRGF | 42,694 | $2,062 | 12/31/2023 | | UBS Group AG | 42,503 | $2,052 | 12/31/2023 | | LRGF | 42,503 | $2,052 | 12/31/2023 | | UMA Financial Services Inc. | 36,878 | $1,901 | 03/31/2024 | | LRGF | 36,878 | $1,901 | 03/31/2024 | | Ameriprise Financial Inc. | 38,373 | $1,853 | 12/31/2023 | | LRGF | 38,373 | $1,853 | 12/31/2023 | | Jane Street Group LLC | 37,163 | $1,795 | 12/31/2023 | | LRGF | 37,163 | $1,795 | 12/31/2023 | | JFS Wealth Advisors LLC | 35,925 | $1,735 | 12/31/2023 | | LRGF | 35,925 | $1,735 | 12/31/2023 | | Captrust Financial Advisors | 35,564 | $1,717 | 12/31/2023 | | LRGF | 35,564 | $1,717 | 12/31/2023 | | GSG Advisors LLC | 29,333 | $1,568 | 03/31/2024 | | LRGF | 29,333 | $1,568 | 03/31/2024 | | Smith Salley & Associates | 26,829 | $1,296 | 12/31/2023 | | LRGF | 26,829 | $1,296 | 12/31/2023 | | Parsons Capital Management Inc. RI | 25,773 | $1,245 | 12/31/2023 | | LRGF | 25,773 | $1,245 | 12/31/2023 | | Renaissance Technologies LLC | 24,300 | $1,173 | 12/31/2023 | | LRGF | 24,300 | $1,173 | 12/31/2023 | | First Foundation Advisors | 24,129 | $1,165 | 12/31/2023 | | LRGF | 24,129 | $1,165 | 12/31/2023 | | Stifel Financial Corp | 23,533 | $1,136 | 12/31/2023 | | LRGF | 23,533 | $1,136 | 12/31/2023 | | Creative Planning | 19,756 | $954 | 12/31/2023 | | LRGF | 19,756 | $954 | 12/31/2023 | | Kaydan Wealth Management Inc. | 16,381 | $881 | 03/31/2024 | | LRGF | 16,381 | $881 | 03/31/2024 | | MONECO Advisors LLC | 18,193 | $879 | 12/31/2023 | | LRGF | 18,193 | $879 | 12/31/2023 | | Cambridge Investment Research Advisors Inc. | 18,146 | $876 | 12/31/2023 | | LRGF | 18,146 | $876 | 12/31/2023 | | Goodman Advisory Group LLC | 17,798 | $859 | 12/31/2023 | | LRGF | 17,798 | $859 | 12/31/2023 | | Merit Financial Group LLC | 17,712 | $855 | 12/31/2023 | | LRGF | 17,712 | $855 | 12/31/2023 | | Cetera Advisor Networks LLC | 16,324 | $788 | 12/31/2023 | | LRGF | 16,324 | $788 | 12/31/2023 | | Parallel Advisors LLC | 16,053 | $775 | 12/31/2023 | | LRGF | 16,053 | $775 | 12/31/2023 | | Magnolia Capital Advisors LLC | 15,461 | $772 | 12/31/2023 | | LRGF | 15,461 | $772 | 12/31/2023 | | Planned Solutions Inc. | 14,804 | $715 | 12/31/2023 | | LRGF | 14,804 | $715 | 12/31/2023 | | Cetera Advisors LLC | 13,990 | $676 | 12/31/2023 | | LRGF | 13,990 | $676 | 12/31/2023 | | Envestnet Asset Management Inc. | 13,581 | $656 | 12/31/2023 | | LRGF | 13,581 | $656 | 12/31/2023 | | CWM LLC | 11,754 | $632 | 03/31/2024 | | LRGF | 11,754 | $632 | 03/31/2024 | | Private Advisor Group LLC | 12,963 | $626 | 12/31/2023 | | LRGF | 12,963 | $626 | 12/31/2023 | | Tranquility Partners LLC | 12,843 | $620 | 12/31/2023 | | LRGF | 12,843 | $620 | 12/31/2023 | | Signature Resources Capital Management LLC | 11,358 | $611 | 03/31/2024 | | LRGF | 11,358 | $611 | 03/31/2024 | | Raymond James & Associates | 12,249 | $592 | 12/31/2023 | | LRGF | 12,249 | $592 | 12/31/2023 | | Twelve Points Wealth Management LLC | 10,468 | $563 | 03/31/2024 | | LRGF | 10,468 | $563 | 03/31/2024 | | RHS Financial LLC | 10,164 | $547 | 03/31/2024 | | LRGF | 10,164 | $547 | 03/31/2024 | | Money Concepts Capital Corp | 11,316 | $546 | 12/31/2023 | | LRGF | 11,316 | $546 | 12/31/2023 | | Lincoln National Corp | 11,196 | $541 | 12/31/2023 | | LRGF | 11,196 | $541 | 12/31/2023 | | Merriman Wealth Management LLC | 10,820 | $523 | 12/31/2023 | | LRGF | 10,820 | $523 | 12/31/2023 | | Capital Advisors Ltd. LLC | 9,572 | $515 | 03/31/2024 | | LRGF | 9,572 | $515 | 03/31/2024 | | Retirement Planning Group | 8,995 | $484 | 03/31/2024 | | LRGF | 8,995 | $484 | 03/31/2024 | | Ergawealth Advisors Inc. | 10,022 | $484 | 12/31/2023 | | LRGF | 10,022 | $484 | 12/31/2023 | | Bellwether Advisors LLC | 9,748 | $471 | 12/31/2023 | | LRGF | 9,748 | $471 | 12/31/2023 | | TAGStone Capital Inc. | 8,691 | $420 | 12/31/2023 | | LRGF | 8,691 | $420 | 12/31/2023 | | Janney Montgomery Scott LLC | 8,431 | $407 | 12/31/2023 | | LRGF | 8,431 | $407 | 12/31/2023 | | Baron Silver Stevens Financial Advisors LLC | 8,416 | $406 | 12/31/2023 | | LRGF | 8,416 | $406 | 12/31/2023 | | Parkside Financial Bank & Trust | 8,349 | $403 | 12/31/2023 | | LRGF | 8,349 | $403 | 12/31/2023 | | Snowden Capital Advisors LLC | 8,204 | $396 | 12/31/2023 | | LRGF | 8,204 | $396 | 12/31/2023 | | Cary Street Partners Investment Advisory LLC | 8,118 | $392 | 12/31/2023 | | LRGF | 8,118 | $392 | 12/31/2023 | | Callan Capital LLC | 6,469 | $312 | 12/31/2023 | | LRGF | 6,469 | $312 | 12/31/2023 | | Qube Research & Technologies Ltd | 6,344 | $306 | 12/31/2023 | | LRGF | 6,344 | $306 | 12/31/2023 | | Ledyard National Bank | 6,007 | $290 | 12/31/2023 | | LRGF | 6,007 | $290 | 12/31/2023 | | Marino Stram & Associates LLC | 5,592 | $270 | 12/31/2023 | | LRGF | 5,592 | $270 | 12/31/2023 | | Capital Analysts LLC | 5,576 | $269 | 12/31/2023 | | LRGF | 5,576 | $269 | 12/31/2023 | | Envestnet Portfolio Solutions Inc. | 5,328 | $257 | 12/31/2023 | | LRGF | 5,328 | $257 | 12/31/2023 | | Boston Trust Walden Corp | 5,120 | $247 | 12/31/2023 | | LRGF | 5,120 | $247 | 12/31/2023 | | Colonial Trust Advisors | 5,083 | $245 | 12/31/2023 | | LRGF | 5,083 | $245 | 12/31/2023 | | Castle Rock Wealth Management LLC | 4,871 | $231 | 12/31/2023 | | LRGF | 4,871 | $231 | 12/31/2023 | | Kestra Advisory Services LLC | 4,676 | $226 | 12/31/2023 | | LRGF | 4,676 | $226 | 12/31/2023 | | Anderson Hoagland & Co. | 4,197 | $221 | 03/31/2024 | | LRGF | 4,197 | $221 | 03/31/2024 | | Keystone Financial Group | 4,557 | $220 | 12/31/2023 | | LRGF | 4,557 | $220 | 12/31/2023 | | Dean Jacobson Financial Services LLC | 3,887 | $209 | 03/31/2024 | | LRGF | 3,887 | $209 | 03/31/2024 | | BOK Financial Private Wealth Inc. | 4,257 | $206 | 12/31/2023 | | LRGF | 4,257 | $206 | 12/31/2023 | | Oxford Financial Group Ltd. | 4,245 | $205 | 12/31/2023 | | LRGF | 4,245 | $205 | 12/31/2023 | | Mercer Global Advisors Inc. ADV | 4,204 | $203 | 12/31/2023 | | LRGF | 4,204 | $203 | 12/31/2023 | | Steward Partners Investment Advisory LLC | 4,201 | $203 | 12/31/2023 | | LRGF | 4,201 | $203 | 12/31/2023 | | Flagship Private Wealth LLC | 4,193 | $202 | 12/31/2023 | | LRGF | 4,193 | $202 | 12/31/2023 | | Clear Investment Research LLC | 3,818 | $184 | 12/31/2023 | | LRGF | 3,818 | $184 | 12/31/2023 | | Carolinas Wealth Consulting LLC | 3,366 | $163 | 12/31/2023 | | LRGF | 3,366 | $163 | 12/31/2023 | | EverSource Wealth Advisors LLC | 3,213 | $155 | 12/31/2023 | | LRGF | 3,213 | $155 | 12/31/2023 | | Advisory Services Network LLC | 2,787 | $135 | 12/31/2023 | | LRGF | 2,787 | $135 | 12/31/2023 | | AdvisorNet Financial Inc | 2,267 | $122 | 03/31/2024 | | LRGF | 2,267 | $122 | 03/31/2024 | | The PNC Financial Services Group Inc. | 2,449 | $118 | 12/31/2023 | | LRGF | 2,449 | $118 | 12/31/2023 | | FMR LLC | 2,401 | $116 | 12/31/2023 | | LRGF | 2,401 | $116 | 12/31/2023 | | Mather Group LLC. | 2,130 | $115 | 03/31/2024 | | LRGF | 2,130 | $115 | 03/31/2024 | | Geneos Wealth Management Inc. | 2,251 | $109 | 12/31/2023 | | LRGF | 2,251 | $109 | 12/31/2023 | | Colonial Trust Co SC | 2,173 | $105 | 12/31/2023 | | LRGF | 2,173 | $105 | 12/31/2023 | | Aspire Wealth Management Corp | 2,033 | $98 | 12/31/2023 | | LRGF | 2,033 | $98 | 12/31/2023 | | Barrett & Company Inc. | 1,496 | $80 | 03/31/2024 | | LRGF | 1,496 | $80 | 03/31/2024 | | Sunbelt Securities Inc. | 1,276 | $69 | 03/31/2024 | | LRGF | 1,276 | $69 | 03/31/2024 | | Clearstead Advisors LLC | 1,338 | $65 | 12/31/2023 | | LRGF | 1,338 | $65 | 12/31/2023 | | Bellevue Asset Management LLC | 1,220 | $59 | 12/31/2023 | | LRGF | 1,220 | $59 | 12/31/2023 | | Blair William & Co. IL | 1,185 | $57 | 12/31/2023 | | LRGF | 1,185 | $57 | 12/31/2023 | | US Bancorp DE | 1,167 | $56 | 12/31/2023 | | LRGF | 1,167 | $56 | 12/31/2023 | | Assetmark Inc. | 1,156 | $56 | 12/31/2023 | | LRGF | 1,156 | $56 | 12/31/2023 | | Woodmont Investment Counsel LLC | 1,000 | $54 | 03/31/2024 | | LRGF | 1,000 | $54 | 03/31/2024 | | Tower Research Capital LLC TRC | 1,063 | $51 | 12/31/2023 | | LRGF | 1,063 | $51 | 12/31/2023 | | Coastal Investment Advisors Inc. | 742 | $40 | 03/31/2024 | | LRGF | 742 | $40 | 03/31/2024 | | ORG Partners LLC | 838 | $40 | 12/31/2023 | | LRGF | 838 | $40 | 12/31/2023 | | Proequities Inc. | 599 | $29 | 12/31/2023 | | LRGF | 599 | $29 | 12/31/2023 | | Integrity Financial Corp WA | 591 | $29 | 12/31/2023 | | LRGF | 591 | $29 | 12/31/2023 | | Avalon Trust Co | 580 | $28 | 12/31/2023 | | LRGF | 580 | $28 | 12/31/2023 | | Creative Financial Designs Inc. ADV | 548 | $26 | 12/31/2023 | | LRGF | 548 | $26 | 12/31/2023 | | Wolff Wiese Magana LLC | 420 | $23 | 03/31/2024 | | LRGF | 420 | $23 | 03/31/2024 | | Baldwin Brothers Inc. MA | 350 | $19 | 03/31/2024 | | LRGF | 350 | $19 | 03/31/2024 | | HHM Wealth Advisors LLC | 400 | $19 | 12/31/2023 | | LRGF | 400 | $19 | 12/31/2023 | | Comerica Bank | 359 | $17 | 12/31/2023 | | LRGF | 359 | $17 | 12/31/2023 | | ST Germain D J Co. Inc. | 81 | $4 | 03/31/2024 | | LRGF | 81 | $4 | 03/31/2024 | | IFP Advisors Inc | 87 | $4 | 12/31/2023 | | LRGF | 87 | $4 | 12/31/2023 | | M&R Capital Management Inc. | 47 | $3 | 03/31/2024 | | LRGF | 47 | $3 | 03/31/2024 | | Spire Wealth Management | 31 | $2 | 12/31/2023 | | LRGF | 31 | $2 | 12/31/2023 | | Global Trust Asset Management LLC | 25 | $1 | 03/31/2024 | | LRGF | 25 | $1 | 03/31/2024 | | Smartleaf Asset Management LLC | 21 | $1 | 12/31/2023 | | LRGF | 21 | $1 | 12/31/2023 |
See Summary: Institutional Holders of LRGF
See Details: Top 10 Hedge Funds Holding LRGF
Also See: LRGF Holdings Changes
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