Vault-13

ALPS ETF TR LGRO

LEVEL FOUR LARGE · ETP · CUSIP 00162Q353

6 institutional holders +1 vs Q1 2026
2,482,8722.5m shares reported held*
$107.7mreported value*
0 new 2 added 3 reduced 0 sold out net bought ≈ $5.6m (+129.1k shares)

* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once. Holder counts are more reliable. Implied quarter-end price ≈ $43.37.

Trends to Q2 2026

Institutional holders

Managers reporting a position, each quarter

0246Q3 23: 4Q4 23: 3Q1 24: 4Q2 24: 2Q3 24: 4Q4 24: 4Q1 25: 4Q2 25: 5Q3 25: 3Q4 25: 3Q1 26: 5Q2 26: 66Q3 23Q2 24Q1 25Q4 25Q2 26
Numbers
QuarterHolders
Q3 20234
Q4 20233
Q1 20244
Q2 20242
Q3 20244
Q4 20244
Q1 20254
Q2 20255
Q3 20253
Q4 20253
Q1 20265
Q2 20266

Buyers vs sellers

Managers adding to or starting a position, vs cutting or selling out

Bought or addedCut or sold out
404Q3 24: 2 bought or addedQ3 24: 1 cut or sold outQ4 24: 3 bought or addedQ4 24: 2 cut or sold outQ4 24Q1 25: 3 bought or addedQ1 25: 1 cut or sold outQ2 25: 2 bought or addedQ2 25: 2 cut or sold outQ2 25Q3 25: 3 bought or addedQ3 25: 2 cut or sold outQ4 25: 2 bought or addedQ4 25: 2 cut or sold outQ4 25Q1 26: 3 bought or addedQ1 26: 2 cut or sold outQ2 26: 2 bought or addedQ2 26: 3 cut or sold outQ2 26
Numbers
QuarterBought or addedCut or sold out
Q3 202421
Q4 202432
Q1 202531
Q2 202522
Q3 202532
Q4 202522
Q1 202632
Q2 202623

Biggest buyers

LEVEL FOUR ADVISORY SERVICES, LLC Added +188,459+188.5k
UBS Group AG Added +103+103

Biggest sellers

Signal Advisors Wealth, LLC Reduced -55,086-55.1k
GTS SECURITIES LLC Reduced -4,340-4.3k
JPMORGAN CHASE & CO Reduced -78-78

Holders, Q2 2026

#ManagerLocationShares Value% of their portfolioChangeShares change
1 LEVEL FOUR ADVISORY SERVICES, LLC 2.99% of their portfolio DALLAS, TX 2,441,1702.4m $105.9m $105.9m 2.99% Added +188.5k +188,459
2 Signal Advisors Wealth, LLC 0.06% of their portfolio DETROIT, MI 27,67227.7k $1.2m $1.2m 0.06% Reduced -55.1k -55,086
3 GTS SECURITIES LLC 0.01% of their portfolio NEW YORK, NY 12,52712.5k $543.3k $543.3k 0.01% Reduced -4.3k -4,340
4 UBS Group AG 0.00% of their portfolio ZURICH, V8 966966 $41.9k $41.9k 0.00% Added +103 +103
5 Global Retirement Partners, LLC 0.00% of their portfolio San Rafael, CA 525525 $22.8k $22.8k 0.00% First filing
6 JPMORGAN CHASE & CO 0.00% of their portfolio NEW YORK, NY 1212 $518 $518 0.00% Reduced -78 -78