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Nomura Focused Large Growth (LRGG)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Horizon Wealth Management, LLC
DECREASED
Shares50,636 from 65,288
Change-14,652 (-22%)
Value$1.5M (-$280.7K)
Filed 2026-11-02
Wealth Enhancement Advisory Services, LLC
INCREASED
Shares36,990 from 36,795
Change+195 (+1%)
Value$1.1M (+$74.7K)
Filed 2026-10-13
Commonwealth Equity Services, LLC
NEW
Shares6,972
Change+6,972
Value$208.5K
Filed 2026-11-02
Valley Wealth Managers, Inc.
DECREASED
Shares264 from 1,449
Change-1,185 (-82%)
Value$7.9K (-$31.9K)
Filed 2026-10-09
Assetmark, Inc
UNCHANGED
Shares22 from 22
Change0 (0%)
Value$658 (+$53)
Filed 2026-10-21
Kestra Advisory Services, LLC
CLOSED
Shares0 from 33,172
Change-33,172 (-100%)
Value$0 (-$911.9K)
Filed 2026-11-02
LPL Financial LLC
N/A
Shares— from 5,222,449
Change-5,222,449 (-100%)
Value—
Nomura Asset Management International Inc.
N/A
Shares— from 4,017,655
Change-4,017,655 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 237,692
Change-237,692 (-100%)
Value—
Susquehanna International Group, LLP
N/A
Shares— from 116,762
Change-116,762 (-100%)
Value—
Proactive Wealth Strategies LLC
N/A
Shares— from 95,330
Change-95,330 (-100%)
Value—
Integrated Wealth Concepts LLC
N/A
Shares— from 85,350
Change-85,350 (-100%)
Value—
Private Advisor Group, LLC
N/A
Shares— from 34,438
Change-34,438 (-100%)
Value—
Citadel Advisors LLC
N/A
Shares— from 25,582
Change-25,582 (-100%)
Value—
HRT Financial LP
N/A
Shares— from 18,882
Change-18,882 (-100%)
Value—
Benjamin Edwards Inc
N/A
Shares— from 11,496
Change-11,496 (-100%)
Value—
Bank of America Corp
N/A
Shares— from 10,681
Change-10,681 (-100%)
Value—
Jane Street Group, LLC
N/A
Shares— from 9,197
Change-9,197 (-100%)
Value—
Global Retirement Partners, LLC
N/A
Shares— from 4,052
Change-4,052 (-100%)
Value—
AE Wealth Management LLC
N/A
Shares— from 3,880
Change-3,880 (-100%)
Value—
IFG Advisory, LLC
N/A
Shares— from 3,560
Change-3,560 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 892
Change-892 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 357
Change-357 (-100%)
Value—
Steigerwald, Gordon & Koch Inc.
N/A
Shares— from 6
Change-6 (-100%)
Value—
Status
Horizon Wealth Management, LLC
DECREASED50,63665,288-14,652-22%$1.8M$1.5M-$280.7K2026-11-02
Wealth Enhancement Advisory Services, LLC
INCREASED36,99036,795+195+1%$1.0M$1.1M+$74.7K2026-10-13
Commonwealth Equity Services, LLC
NEW6,972—+6,972——$208.5K—2026-11-02
Valley Wealth Managers, Inc.
DECREASED2641,449-1,185-82%$39.8K$7.9K-$31.9K2026-10-09
Assetmark, Inc
UNCHANGED222200%$605$658+$532026-10-21
Kestra Advisory Services, LLC
CLOSED033,172-33,172-100%$911.9K$0-$911.9K2026-11-02
LPL Financial LLC
N/A—5,222,449-5,222,449-100%$143.6M———
Nomura Asset Management International Inc.
N/A—4,017,655-4,017,655-100%$110.4M———
Royal Bank of Canada
N/A—237,692-237,692-100%$6.5M———
Susquehanna International Group, LLP
N/A—116,762-116,762-100%$3.2M———
Proactive Wealth Strategies LLC
N/A—95,330-95,330-100%$2.6M———
Integrated Wealth Concepts LLC
N/A—85,350-85,350-100%$2.3M———
Private Advisor Group, LLC
N/A—34,438-34,438-100%$946.7K———
Citadel Advisors LLC
N/A—25,582-25,582-100%$703.2K———
HRT Financial LP
N/A—18,882-18,882-100%$519.0K———
Benjamin Edwards Inc
N/A—11,496-11,496-100%$316.0K———
Bank of America Corp
N/A—10,681-10,681-100%$293.6K———
Jane Street Group, LLC
N/A—9,197-9,197-100%$252.8K———
Global Retirement Partners, LLC
N/A—4,052-4,052-100%$111.4K———
AE Wealth Management LLC
N/A—3,880-3,880-100%$106.7K———
IFG Advisory, LLC
N/A—3,560-3,560-100%$97.9K———
Morgan Stanley
N/A—892-892-100%$24.5K———
JPMorgan Chase & Co
N/A—357-357-100%$9.7K———
Steigerwald, Gordon & Koch Inc.
N/A—6-6-100%$165———
Showing 24 of 24 institutions