Skip to main content
Equibles
LGRO logo

LGRO · Level Four Large Cap Growth Active ETF ETF

Alerts for LGRO

Use LGRO with AI

Ask our own analyst here, or connect this data to the AI you already use.

Free, nothing to set up — ALVIS runs on the same tools and cites every figure.

or use your own AI

The free Equibles MCP server lets any client query SEC filings, earnings calls, KPIs, holdings and prices directly — read-only, OAuth-secured, cited to the filing.

Claude ChatGPT Gemini
Server URL
https://mcp.equibles.com/mcp
All connection guides →
$47.05 -0.45 (-0.94%) At close · Sep 4

Institutional ownership from SEC Form 13F filings. Investment managers with more than $100 million in U.S. equities must disclose their positions every quarter, within 45 days of quarter-end, so the holdings shown can lag the market by up to a quarter.

Use institutional holdings through the 13F API or MCP →
Holders: 5
Total Value: $86,782,235
Total Shares: 2,353,289

Institutional Ownership Trend

11 quarters

Holder Concentration

Across 5 13F filers · Δ vs Dec 31, 2025
Top Holder
95.7%
Sep 2023 → Mar 2026 · range 95.7% – 100.0%
−3.4 pts
Top 5
100.0%
Sep 2023 → Mar 2026 · range 100.0% – 100.0%
0.0 pts
Top 10
100.0%
Sep 2023 → Mar 2026 · range 100.0% – 100.0%
0.0 pts
HHI
9,176
Sep 2023 → Mar 2026 · range 9,176 – 10,000
Highly concentrated−642

Quarterly Activity

vs Dec 31, 2025
New
2
Increased
1
Decreased
2
Sold Out
0
Unchanged
0
Holder count: +2
Institutional value: -21.2%
Shares held: -12.4%

Top Buyers

vs Dec 31, 2025
Institution Added Now Holds Open
UBS Group AG +635 863

Top Sellers

vs Dec 31, 2025
Institution Sold Now Holds Open
LEVEL FOUR ADVISORY SERVICES, LLC −408,696 2,252,711
GTS SECURITIES LLC −7,455 16,867

Top New Positions

vs Dec 31, 2025
Institution Acquired Value (USD) Open
Signal Advisors Wealth, LLC 82,758 $3,051,866
JPMORGAN CHASE & CO 90 $3,318

Top Sold-Out Positions

vs Dec 31, 2025
No fully closed positions this quarter.
Filter: New 2 Increased 1 Reduced 2 Sold out 0 Unchanged 0
Showing 5 of 5
All Common Calls Puts
Export CSV
Holder Value (USD) % of 13F Shares Open
LEVEL FOUR ADVISORY SERVICES, LLC LGRO $83,073,223 95.73% 2,252,711
Signal Advisors Wealth, LLC LGRO $3,051,866 3.52% 82,758
GTS SECURITIES LLC LGRO $622,004 0.72% 16,867
UBS Group AG LGRO $31,824 0.04% 863
JPMORGAN CHASE & CO LGRO $3,318 0.00% 90