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Level Four Large Cap Growth (LGRO)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Level Four Advisory Services, LLC
DECREASED
Shares1,729,947 from 2,441,170
Change-711,223 (-29%)
Value$81.0M (-$24.8M)
Filed 2026-11-06
Signal Advisors Wealth, LLC
DECREASED
Shares19,379 from 27,672
Change-8,293 (-30%)
Value$907.8K (-$292.5K)
Filed 2026-10-13
GTS Securities LLC
N/A
Shares— from 12,527
Change-12,527 (-100%)
Value—
UBS Group AG
N/A
Shares— from 966
Change-966 (-100%)
Value—
Global Retirement Partners, LLC
N/A
Shares— from 525
Change-525 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 12
Change-12 (-100%)
Value—
Status
Level Four Advisory Services, LLC
DECREASED1,729,9472,441,170-711,223-29%$105.9M$81.0M-$24.8M2026-11-06
Signal Advisors Wealth, LLC
DECREASED19,37927,672-8,293-30%$1.2M$907.8K-$292.5K2026-10-13
GTS Securities LLC
N/A—12,527-12,527-100%$543.3K———
UBS Group AG
N/A—966-966-100%$41.9K———
Global Retirement Partners, LLC
N/A—525-525-100%$22.8K———
JPMorgan Chase & Co
N/A—12-12-100%$518———
Showing 6 of 6 institutions