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LGRO — LEVEL FOUR LARGE CAP GROWTH

Reported value held$413.26K
Funds holding (latest)4
Sector—
Funds holding (Q2 2026)2
Institutional value$42.42K · 978 sh
New / Add / Cut / Exit1 / 1 / 0 / 0
Top-5 / Top-10 concentration100.0% / 100.0%
Institutional holdings change Accumulating +13.3% (+115 sh)
Institutional value change Up +33.3%

As of Q2 2026, 2 SEC-registered investment managers reported holding LGRO (LEVEL FOUR LARGE CAP GROWTH) in their latest 13F filings, with a combined reported value of $42.42K across 978 shares. That is +13.3% by share count (+115 shares) versus the previous quarter, while reported value moved +33.3%. Ownership is concentrated: the five largest holders account for 100.0% of reported value and the top ten for 100.0%.

Compared with the prior quarter, 1 opened new positions, 1 added to existing stakes. 13F holdings are quarter-end snapshots, so these moves reflect positioning as of Q2 2026, not real-time trading.

All figures on this page are computed from SEC Form 13F quarterly filings. 13F filers disclose long positions of $100,000 or more within 45 days of quarter end; short positions, options overlays and intra-quarter trades are not included, so treat the numbers as a quarterly snapshot of institutional ownership rather than real-time positioning.

Q2 2026 — 2 funds

FundSharesValuePortfolio WeightChange
UBS Group AG history 966 $41.90K 0.00% Add
JPMorgan Chase & Co history 12 $518 0.00% New

Q1 2026 — 1 funds

FundSharesValuePortfolio WeightChange
UBS Group AG history 863 $31.82K 0.00% Add

Q4 2025 — 1 funds

FundSharesValuePortfolio WeightChange
UBS Group AG history 228 $9.34K 0.00% New

Q2 2025 — 2 funds

FundSharesValuePortfolio WeightChange
Goldman Sachs Group history 8.60K $317.70K 0.00% New
UBS Group AG history 149 $5.50K 0.00% Reduce

Q1 2025 — 1 funds

FundSharesValuePortfolio WeightChange
UBS Group AG history 1.01K $32.24K 0.00% Add

Q4 2024 — 1 funds

FundSharesValuePortfolio WeightChange
UBS Group AG history 587 $20.43K 0.00% New

New Positions (Q2 2026)

Fully Exited (vs previous quarter)

No tracked fund fully exited this quarter.

Fund Position History — shares by quarter (top 4 funds)

FundQ2 2026Q1 2026Q4 2025Q2 2025Q1 2025Q4 2024Q3 2024Q1 2024Q3 2023
UBS Group AG 966 863 228 149 1.01K 587 — 73 31
JPMorgan Chase & Co 12 — — — — — — — —
Morgan Stanley — — — — — — 1.61K — —
Goldman Sachs Group — — — 8.60K — — — — —

Download holders (CSV)