LGRO Institutional Ownership & Shareholders
LEVEL FOUR LARGE CAP GROWTH (LGRO) is currently held by 5 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $107.38M based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
Level Four Advisory Services, Llc is currently the largest disclosed institutional shareholder of LGRO tracked by InsiderSet, reporting ownership valued at approximately $105.88M in its June 30, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $111.66M, representing an estimated gain of +5.45% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 100% of the total disclosed LGRO value among the investors covered in this analysis. Major shareholders include Level Four Advisory Services, Llc, Signal Advisors Wealth, Llc, Gts Securities Llc, and several other long-term asset managers with concentrated positions in LEVEL FOUR LARGE CAP GROWTH (LGRO).
This page ranks the largest institutional LGRO shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
5
Total Reported Value
$107.38M
Largest Holder
Level Four Advisory Services, Llc
Largest Position
$105.88M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
5
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Level Four Advisory Services, Llc | 2.99% | 2,441,170 | $105,883,827 | $111,657,651 | +$5,773,824 | +5.45% | |
| Signal Advisors Wealth, Llc | 0.04% | 19,379 | $907,788 | $886,384 | -$21,404 | -2.36% | |
| Gts Securities Llc | 0.01% | 12,527 | $543,346 | $572,977 | +$29,631 | +5.45% | |
| Ubs Group Ag | 0.00% | 966 | $41,899 | $44,184 | +$2,285 | +5.45% | |
| Jpmorgan Chase & Co | 0.00% | 12 | $518 | $549 | +$31 | +5.96% |
Frequently asked questions about LGRO
Who are the largest institutional holders of LGRO?
The largest institutional holders of LGRO reported in the latest SEC Form 13F filings include Level Four Advisory Services, Llc, Signal Advisors Wealth, Llc, Gts Securities Llc, Ubs Group Ag, and Jpmorgan Chase & Co. InsiderSet ranks institutional holders by their latest reported LGRO position.
What is LGRO institutional ownership?
This page tracks LGRO positions reported by institutional investment managers through SEC Form 13F. LEVEL FOUR LARGE CAP GROWTH (LGRO) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own LGRO?
InsiderSet currently tracks 5 institutional managers reporting LGRO holdings in the latest available 13F data. This count reflects institutions included in the SEC Form 13F filings analyzed by InsiderSet and should not be interpreted as the total number of LGRO shareholders.
How much LGRO stock do institutions own?
Institutional investment managers disclosed approximately $107.38M in LGRO holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was LGRO institutional ownership last updated?
The latest LGRO institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended June 30, 2026. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time institutional holdings.
Are institutional LGRO holdings real-time?
No. Form 13F data is not real-time. It represents positions reported by institutional investment managers as of the end of the reporting quarter. An institution may have changed its LGRO position after the reporting date.
Are institutions buying or selling LGRO?
Institutional buying and selling can be analyzed by comparing LGRO positions across consecutive 13F reporting periods. InsiderSet's LGRO Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View LGRO ownership changes.
How has LGRO institutional ownership changed over time?
InsiderSet tracks LGRO institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.