Alps ETF Tr (LGRO): which funds own it

ETFData as of Jun 30, 2026 (Q2 2026) · updated on Nov 5, 2026

A 13F shows the portfolio at quarter-end and is filed up to 45 days later: these are not real-time positions and they may have changed.

Follow LGRO for free

Sections with a free account

No concentrated manager holds it.

Concentrated managers

—

All 13F: 6

Consensus

—

No score: it needs 5 or more concentrated managers

Price at Jun 30, 2026 (per 13F)

$43.37

+17.6% in the quarter · reported value ÷ shares, not the quote · See current quote ↗

Quarter flow (concentrated managers)

sold out 0 · trimmed 0added 0 · new 0

Concentrated managers holding it

None in the latest quarter.

Largest holders of LGRO (all 13F filers)

Level Four Advisory Services2.4 MType not verified+188 K
Signal Advisors Wealth28 KWealth adviser−55 K
GTS Securities13 KBank or trading desk−4,340
UBS Group966Bank or trading desk+103
Global Retirement Partners525Wealth adviserno data
JPMorgan Chase12Bank or trading desk−78

Filer	Type
Level Four Advisory Services	Type not verified	2.4 M	+188 K	$106M
Signal Advisors Wealth	Wealth adviser	28 K	−55 K	$1.2M
GTS Securities	Bank or trading desk	13 K	−4,340	$543K
UBS Group	Bank or trading desk	966	+103	$41.9K
Global Retirement Partners	Wealth adviser	525	no data	$22.8K
JPMorgan Chase	Bank or trading desk	12	−78	$518

Level Four Advisory Services
Shares
2.4 M
Change
+188 K
See more
Type
Type not verified
Value
$106M
Signal Advisors Wealth
Shares
28 K
Change
−55 K
See more
Type
Wealth adviser
Value
$1.2M
GTS Securities
Shares
13 K
Change
−4,340
See more
Type
Bank or trading desk
Value
$543K
UBS Group
Shares
966
Change
+103
See more
Type
Bank or trading desk
Value
$41.9K
Global Retirement Partners
Shares
525
Change
no data
See more
Type
Wealth adviser
Value
$22.8K
JPMorgan Chase
Shares
12
Change
−78
See more
Type
Bank or trading desk
Value
$518

The 10 13F filers with the most shares as of Jun 30, 2026, whatever their type (index firms usually come first). “Change”: shares added or cut versus the previous quarter, split-adjusted; “no data” = there is no comparable portfolio for the previous quarter (no filing, or a filing with its holdings under confidential treatment). “% of the company” only where shares outstanding are up to date. Entities of the same group file separately and some 13F filings include other managers: there may be double counting. With a free account: the top 25, the largest buyers and the largest sellers.

This company filed no 8-K forms in the last year. Foreign companies listed in the US (ADRs) report material events on forms 6-K and 20-F, and ETFs and funds do not file 8-Ks. If it is a foreign company listed in the US through ADRs (American Depositary Receipts), what trades are bank-issued certificates that represent shares from its home market. See its filings on EDGAR ↗