Who owns Level Four Large Cap Growth Active ETF?
Prices and market caps: Cboe delayed data, at least 15 minutes delayed. Not real-time. Fundamentals from company filings.
Institutional ownership of LGRO from SEC Form 13F filings across 6 reporting managers. All positions are from one synchronized reporting period — 2026-06-30 books, filed up to 45 days after quarter end — so every row is comparable.
As of the 2026-06-30 reporting period, 6 institutions disclosed 2.5M shares of Level Four Large Cap Growth Active ETF worth $107.7M — about 84.6% of shares outstanding; the largest disclosed holder is LEVEL FOUR ADVISORY SERVICES, LLC. Source: SEC Form 13F filings, parsed by EvidInvest.
6
13F holders
$107.7M
value, 2026 filers
84.6%
of shares outstanding (2.5M sh)
2
new positions (2026 filers)
Top institutional holders
ordered by shares owned · positions as of 2026-06-30 · % of fund = share of the manager's own book · % of co. = share of LGRO's shares outstanding
| # | Manager | Shares | Value | % of fund | % of co. | Δ shares QoQ |
|---|---|---|---|---|---|---|
| 1 | LEVEL FOUR ADVISORY SERVICES, LLC | 2.4M | $105.9M | 3.0% | 83.2% | +8.4% |
| 2 | Signal Advisors Wealth, LLC | 27,672 | $1.2M | 0.1% | 0.9% | -66.6% |
| 3 | GTS SECURITIES LLC | 12,527 | $543,346 | 0.0% | 0.4% | -25.7% |
| 4 | UBS Group AG | 966 | $41,899 | 0.0% | 0% | +11.9% |
| 5 | Global Retirement Partners, LLCNEW | 525 | $22,771 | 0.0% | 0% | new |
| 6 | JPMORGAN CHASE & CONEW | 12 | $518 | 0.0% | 0% | new |
Source: SEC Form 13F-HR filings (institutional managers over $100M in US-listed positions). 13Fs disclose long positions only, up to 45 days after quarter end; each manager's latest filed quarter is shown per row and dollar values are the manager's filed marks. Aggregates labeled "2026 filers" count only managers whose latest book is a 2026 quarter. Related: valuation · options positioning · supply chain. Research, not investment advice.