Vault-13

NOMURA ETF TR LRGG

FOCUSED LARGE GR · ETP · CUSIP 555927409

23 institutional holders +4 vs Q1 2026
10,120,33810.1m shares reported held*
$278.2mreported value*
5 new 10 added 5 reduced 1 sold out net bought ≈ $30.9m (+1.1m 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 ≈ $27.49.

Trends to Q2 2026

Institutional holders

Managers reporting a position, each quarter

0102030Q2 24: 4Q3 24: 4Q4 24: 7Q1 25: 11Q2 25: 14Q3 25: 18Q4 25: 21Q1 26: 19Q2 26: 2323Q2 24Q4 24Q2 25Q4 25Q2 26
Numbers
QuarterHolders
Q2 20244
Q3 20244
Q4 20247
Q1 202511
Q2 202514
Q3 202518
Q4 202521
Q1 202619
Q2 202623

Buyers vs sellers

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

Bought or addedCut or sold out
20020Q3 24: 3 bought or addedQ3 24: 2 cut or sold outQ4 24: 6 bought or addedQ4 24: 1 cut or sold outQ4 24Q1 25: 8 bought or addedQ1 25: 3 cut or sold outQ2 25: 12 bought or addedQ2 25: 2 cut or sold outQ2 25Q3 25: 13 bought or addedQ3 25: 6 cut or sold outQ4 25: 10 bought or addedQ4 25: 10 cut or sold outQ4 25Q1 26: 9 bought or addedQ1 26: 12 cut or sold outQ2 26: 15 bought or addedQ2 26: 6 cut or sold outQ2 26
Numbers
QuarterBought or addedCut or sold out
Q3 202432
Q4 202461
Q1 202583
Q2 2025122
Q3 2025136
Q4 20251010
Q1 2026912
Q2 2026156

Biggest buyers

NOMURA ASSET MANAGEMENT INTERNATIONAL INC. Added +1,059,683+1.1m
Integrated Wealth Concepts LLC New +170,701+170.7k
SUSQUEHANNA INTERNATIONAL GROUP, LLP Added +97,836+97.8k
LPL Financial LLC Added +35,119+35.1k
ROYAL BANK OF CANADA Added +16,707+16.7k
Kestra Advisory Services, LLC Added +11,323+11.3k
BANK OF AMERICA CORP /DE/ New +10,681+10.7k
Private Advisor Group, LLC Added +8,540+8.5k
HRT FINANCIAL LP Added +8,181+8.2k
Horizon Wealth Management, LLC Added +7,707+7.7k

Biggest sellers

WEALTH ENHANCEMENT ADVISORY SERVICES, LLC Reduced -274,389-274.4k
VALLEY WEALTH MANAGERS, INC. Reduced -28,652-28.7k
Corient Private Wealth LP Sold out -8,984-9.0k
JANE STREET GROUP, LLC Reduced -2,072-2.1k
Proactive Wealth Strategies LLC Reduced -610-610
ASSETMARK, INC Reduced -63-63

Holders, Q2 2026

#ManagerLocationShares Value% of their portfolioChangeShares change
1 LPL Financial LLC 0.03% of their portfolio FORT MILL, SC 5,222,4495.2m $143.6m $143.6m 0.03% Added +35.1k +35,119
2 NOMURA ASSET MANAGEMENT INTERNATIONAL INC. 0.17% of their portfolio PHILADELPHIA, PA 4,017,6554.0m $110.4m $110.4m 0.17% Added +1.1m +1,059,683
3 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 237,692237.7k $6.5m $6.5m 0.00% Added +16.7k +16,707
4 Integrated Wealth Concepts LLC 0.02% of their portfolio WALTHAM, MA 170,701170.7k $4.7m $4.7m 0.02% New
5 SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.00% of their portfolio BALA CYNWYD, PA 116,762116.8k $3.2m $3.2m 0.00% Added +97.8k +97,836
6 Proactive Wealth Strategies LLC 0.42% of their portfolio MARIETTA, GA 95,33095.3k $2.6m $2.6m 0.42% Reduced -610 -610
7 Horizon Wealth Management, LLC 0.23% of their portfolio LA GRANGE, IL 65,28865.3k $1.8m $1.8m 0.23% Added +7.7k +7,707
8 WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 0.00% of their portfolio PLYMOUTH, MN 36,79536.8k $1.0m $1.0m 0.00% Reduced -274.4k -274,389
9 Private Advisor Group, LLC 0.00% of their portfolio MORRISTOWN, NJ 34,43834.4k $946.7k $946.7k 0.00% Added +8.5k +8,540
10 Kestra Advisory Services, LLC 0.00% of their portfolio AUSTIN, TX 33,17233.2k $911.9k $911.9k 0.00% Added +11.3k +11,323
11 CITADEL ADVISORS LLC 0.00% of their portfolio MIAMI, FL 25,58225.6k $703.2k $703.2k 0.00% Added +6.8k +6,788
12 HRT FINANCIAL LP 0.00% of their portfolio NEW YORK, NY 18,88218.9k $519.0k $519.0k 0.00% Added +8.2k +8,181
13 BENJAMIN EDWARDS INC 0.00% of their portfolio Clayton, MO 11,49611.5k $316.0k $316.0k 0.00% Added +1.5k +1,482
14 BANK OF AMERICA CORP /DE/ 0.00% of their portfolio CHARLOTTE, NC 10,68110.7k $293.6k $293.6k 0.00% New
15 JANE STREET GROUP, LLC 0.00% of their portfolio NEW YORK, NY 9,1979.2k $252.8k $252.8k 0.00% Reduced -2.1k -2,072
16 Global Retirement Partners, LLC 0.00% of their portfolio San Rafael, CA 4,0524.1k $111.4k $111.4k 0.00% First filing
17 AE Wealth Management LLC 0.00% of their portfolio TOPEKA, KS 3,8803.9k $106.7k $106.7k 0.00% Unchanged
18 IFG Advisory, LLC 0.00% of their portfolio ATLANTA, GA 3,5603.6k $97.9k $97.9k 0.00% New
19 VALLEY WEALTH MANAGERS, INC. 0.00% of their portfolio PARAMUS, NJ 1,4491.4k $39.8k $39.8k 0.00% Reduced -28.7k -28,652
20 MORGAN STANLEY 0.00% of their portfolio NEW YORK, NY 892892 $24.5k $24.5k 0.00% New
21 JPMORGAN CHASE & CO 0.00% of their portfolio NEW YORK, NY 357357 $9.7k $9.7k 0.00% New
22 ASSETMARK, INC 0.00% of their portfolio CONCORD, CA 2222 $605 $605 0.00% Reduced -63 -63
23 Steigerwald, Gordon & Koch Inc. 0.00% of their portfolio LEESBURG, VA 66 $165 $165 0.00% Unchanged