Who owns GOVI
Which tracked institutional funds hold GOVI, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See GOVI company fundamentals →
Ownership as of the 2026-Q2 13F filings (latest filed 2026-08-14). 13F is disclosed up to 45 days after quarter-end, so the most recent quarter fills in over the following weeks.
How the tape is positioned
29 tracked funds added or opened GOVI while 13 trimmed or exited it between 2026-Q1 and 2026-Q2 — the tape is split. When large holders disagree on a name, the funds moving first are sometimes ahead of the story.
A prompt to read the filings, not a verdict. 13F is a quarter-end snapshot disclosed up to 45 days late; a fund adds or exits for mandate, benchmark, and timing reasons that have nothing to do with a view on the stock. This is a starting question, not a signal to trade.
Conviction spread
GOVI’s largest tracked holder by dollar value, Invesco Ltd., sizes it at 0.0% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 0.0pp conviction gap — its largest holder concentrates the name more heavily than the typical one.
Book-share is each fund’s reported value in GOVI divided by its whole reported 13F book, so it is comparable across funds of different sizes and is unaffected by stock splits. A higher share means a fund has committed more of its book to the name — a starting question about conviction, not a verdict or a signal to trade.
Institutional & insider positioning
Between 2026-Q1 and 2026-Q2, across 86 tracked filers holding GOVI, 58 increased or opened the position and 29 reduced or closed it; over the same quarter, there were no open-market insider Form 4s.
This fuses two public signals for the same quarter — how tracked institutions changed their positions and whether insiders bought or sold in the open market. It describes what was filed; it is a starting question, not a verdict or a signal to trade.
New buyers & exits
Funds opening or closing a position in GOVI between the 2026-Q1 and 2026-Q2 13F filings, and the largest changes among funds holding it in both. New buyers and exits are counted on fund presence (split-invariant); adds and trims are measured on reported value.
New buyers 7
- Commonwealth Financial Services, LLC$29M
- SUSQUEHANNA INTERNATIONAL GROUP, LLP$4M
- &PARTNERS$2M
- PAX Financial Group, LLC$2M
- MML INVESTORS SERVICES, LLC$711K
- PRINCIPAL SECURITIES, INC.$642K
Full exits 4
- GOLDMAN SACHS GROUP INC$12M
- Independent Advisor Alliance$4M
- Cambridge Investment Research Advisors, Inc.$2M
- Wealthspire Retirement, LLC$1M
Largest adds
- LPL Financial LLC$43M
- Invesco Ltd.$35M
- Private Advisor Group, LLC$15M
- Integrated Wealth Concepts LLC$14M
- Stewardship Advisors, LLC$13M
- Cetera Investment Advisers$12M
Largest trims
- WELLS FARGO & COMPANY/MN$12M
- Econ Financial Services Corp$6M
- BANK OF AMERICA CORP /DE/$2M
- Tower Research Capital LLC (TRC)$819K
- OSAIC HOLDINGS, INC.$752K
- CITADEL ADVISORS LLC$510K
Institutional holders
One row per tracked fund, largest reported value first. “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding. Rows marked stale are from an earlier filing than the security’s latest quarter — that fund is absent from the newest snapshot (position exited, or reported under a different name).
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| Invesco Ltd. added | 14,175,621 | $385M | 40.3% | 2026-Q2 |
| LPL Financial LLC added | 4,405,888 | $120M | 12.5% | 2026-Q2 |
| Bank of New York Mellon Corp added | 2,427,468 | $66M | 6.9% | 2026-Q2 |
| Cetera Investment Advisers added | 1,105,110 | $30M | 3.1% | 2026-Q2 |
| Commonwealth Financial Services, LLC new | 1,060,517 | $29M | 3.0% | 2026-Q2 |
| Private Advisor Group, LLC added | 824,401 | $22M | 2.3% | 2026-Q2 |
| Petix & Botte Co added | 657,924 | $18M | 1.9% | 2026-Q2 |
| BANK OF AMERICA CORP /DE/ trimmed | 615,776 | $17M | 1.7% | 2026-Q2 |
| Stewardship Advisors, LLC added | 593,954 | $16M | 1.7% | 2026-Q2 |
| Integrated Wealth Concepts LLC added | 567,119 | $15M | 1.6% | 2026-Q2 |
| Spectrum Investment Advisors, Inc. added | 556,899 | $15M | 1.6% | 2026-Q2 |
| Scarborough Advisors, LLC added | 549,243 | $15M | 1.6% | 2026-Q2 |
| COMMONWEALTH EQUITY SERVICES, LLC added | 514,768 | $14M | 1.5% | 2026-Q2 |
| ENVESTNET ASSET MANAGEMENT INC added | 498,844 | $14M | 1.4% | 2026-Q2 |
| Concurrent Investment Advisors, LLC added | 422,281 | $11M | 1.2% | 2026-Q2 |
| ASHTON THOMAS SECURITIES, LLC added | 325,976 | $9M | 0.9% | 2026-Q2 |
| Garden State Investment Advisory Services LLC added | 281,199 | $8M | 0.8% | 2026-Q2 |
| ROYAL BANK OF CANADA trimmed | 279,259 | $8M | 0.8% | 2026-Q2 |
| MORGAN STANLEY added | 255,748 | $7M | 0.7% | 2026-Q2 |
| Kestra Advisory Services, LLC added | 224,900 | $6M | 0.6% | 2026-Q2 |
| Total Clarity Wealth Management, Inc. added | 187,444 | $5M | 0.5% | 2026-Q2 |
| WELLS FARGO & COMPANY/MN trimmed | 180,745 | $5M | 0.5% | 2026-Q2 |
| Gladstone Institutional Advisory LLC added | 153,921 | $4M | 0.4% | 2026-Q2 |
| Simplicity Wealth,LLC added | 151,671 | $4M | 0.4% | 2026-Q2 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP added | 132,591 | $4M | 0.4% | 2026-Q2 |
| Curry Webb Wealth Management LLC added | 104,509 | $3M | 0.3% | 2026-Q2 |
| OSAIC HOLDINGS, INC. trimmed | 96,051 | $3M | 0.3% | 2026-Q2 |
| VestGen Advisors, LLC trimmed | 77,683 | $2M | 0.2% | 2026-Q2 |
| &PARTNERS added | 76,969 | $2M | 0.2% | 2026-Q2 |
| JANE STREET GROUP, LLC added | 75,217 | $2M | 0.2% | 2026-Q2 |
| PNC Financial Services Group, Inc. added | 64,772 | $2M | 0.2% | 2026-Q2 |
| PAX Financial Group, LLC added | 61,869 | $2M | 0.2% | 2026-Q2 |
| JONES FINANCIAL COMPANIES LLLP added | 57,539 | $2M | 0.2% | 2026-Q2 |
| Tower Research Capital LLC (TRC) trimmed | 55,437 | $2M | 0.2% | 2026-Q2 |
| WealthBridge Capital Management, LLC added | 52,381 | $1M | 0.1% | 2026-Q2 |
| Sequent Planning LLC trimmed | 44,910 | $1M | 0.1% | 2026-Q2 |
| Dynamic Advisor Solutions LLC trimmed | 44,713 | $1M | 0.1% | 2026-Q2 |
| KESTRA PRIVATE WEALTH SERVICES, LLC added | 43,016 | $1M | 0.1% | 2026-Q2 |
| Prospera Financial Services Inc added | 38,898 | $1M | 0.1% | 2026-Q2 |
| Steward Partners Investment Advisory, LLC trimmed | 36,661 | $995K | 0.1% | 2026-Q2 |
| Schwallier Wealth Management LLC trimmed | 33,118 | $899K | 0.1% | 2026-Q2 |
| Signal Advisors Wealth, LLC added | 28,705 | $779K | 0.1% | 2026-Q2 |
| MML INVESTORS SERVICES, LLC added | 26,174 | $711K | 0.1% | 2026-Q2 |
| PFG Investments, LLC trimmed | 26,127 | $709K | 0.1% | 2026-Q2 |
| PRINCIPAL SECURITIES, INC. added | 23,654 | $642K | 0.1% | 2026-Q2 |
| FINANCIAL MANAGEMENT NETWORK INC new | 22,300 | $599K | 0.1% | 2026-Q2 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC added | 21,349 | $573K | 0.1% | 2026-Q2 |
| World Investment Advisors | 20,998 | $573K | 0.1% | 2026-Q2 |
| UBS Group AG trimmed | 17,993 | $489K | 0.1% | 2026-Q2 |
| Spire Wealth Management | 17,700 | $481K | 0.1% | 2026-Q2 |
| Alteri Wealth LLC trimmed | 17,640 | $479K | 0.1% | 2026-Q2 |
| FIRETHORN WEALTH PARTNERS, LLC new | 16,611 | $451K | 0.0% | 2026-Q2 |
| CITADEL ADVISORS LLC trimmed | 16,184 | $439K | 0.0% | 2026-Q2 |
| Sowell Financial Services LLC added | 14,545 | $395K | 0.0% | 2026-Q2 |
| Tailwinds Wealth, LLC trimmed | 14,094 | $383K | 0.0% | 2026-Q2 |
| Main Street Financial Solutions, LLC new | 5,660 | $341K | 0.0% | 2026-Q2 |
| MGO ONE SEVEN LLC new | 11,304 | $307K | 0.0% | 2026-Q2 |
| Econ Financial Services Corp trimmed | 11,274 | $306K | 0.0% | 2026-Q2 |
| Sequoia Financial Advisors, LLC added | 10,545 | $286K | 0.0% | 2026-Q2 |
| Empirical Asset Management, LLC trimmed | 10,504 | $285K | 0.0% | 2026-Q2 |
| CreativeOne Wealth, LLC | 10,000 | $272K | 0.0% | 2026-Q2 |
| RAYMOND JAMES FINANCIAL INC trimmed | 9,750 | $265K | 0.0% | 2026-Q2 |
| JPMORGAN CHASE & CO added | 8,624 | $236K | 0.0% | 2026-Q2 |
| Axim Planning & Wealth trimmed | 7,416 | $201K | 0.0% | 2026-Q2 |
| CoreCap Advisors, LLC added | 6,709 | $182K | 0.0% | 2026-Q2 |
| FIFTH THIRD BANCORP | 5,204 | $141K | 0.0% | 2026-Q2 |
| PRIVATE TRUST CO NA | 4,831 | $131K | 0.0% | 2026-Q2 |
| HARBOUR INVESTMENTS, INC. added | 3,461 | $94K | 0.0% | 2026-Q2 |
| IFG Advisory, LLC trimmed | 3,208 | $87K | 0.0% | 2026-Q2 |
| ST GERMAIN D J CO INC trimmed | 2,503 | $68K | 0.0% | 2026-Q2 |
| Daytona Street Capital LLC new | 300 | $64K | 0.0% | 2026-Q2 |
| AE Wealth Management LLC trimmed | 2,304 | $63K | 0.0% | 2026-Q2 |
| Concord Wealth Partners trimmed | 2,248 | $61K | 0.0% | 2026-Q2 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 1,913 | $52K | 0.0% | 2026-Q2 |
| NewEdge Advisors, LLC | 983 | $27K | 0.0% | 2026-Q2 |
| Cullen/Frost Bankers, Inc. added | 763 | $21K | 0.0% | 2026-Q2 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | 616 | $17K | 0.0% | 2026-Q2 |
| IFP Advisors, Inc added | 419 | $11K | 0.0% | 2026-Q2 |
| Global Retirement Partners, LLC trimmed | 394 | $11K | 0.0% | 2026-Q2 |
| EverSource Wealth Advisors, LLC added | 372 | $10K | 0.0% | 2026-Q2 |
| US BANCORP \DE\ added | 360 | $10K | 0.0% | 2026-Q2 |
| Buck Wealth Strategies, LLC new | 301 | $8K | 0.0% | 2026-Q2 |
| Aptus Capital Advisors, LLC | 261 | $7K | 0.0% | 2026-Q2 |
| Wagner Wealth Management, LLC added | 117 | $3K | 0.0% | 2026-Q2 |
| Lodestone Wealth Management LLC | 92 | $2K | 0.0% | 2026-Q2 |
| FMR LLC | 65 | $2K | 0.0% | 2026-Q2 |
| GOLDMAN SACHS GROUP INC added | 450,858 | $12M | 1.3% | 2026-Q1 stale (1 quarter behind) |
| Independent Advisor Alliance added | 149,096 | $4M | 0.4% | 2026-Q1 stale (1 quarter behind) |
| Cambridge Investment Research Advisors, Inc. trimmed | 77,134 | $2M | 0.2% | 2026-Q1 stale (1 quarter behind) |
| Wealthspire Retirement, LLC new | 20,912 | $1M | 0.1% | 2026-Q1 stale (1 quarter behind) |
| Federation des caisses Desjardins du Quebec added | 499,300 | $14M | 1.4% | 2025-Q4 stale (2 quarters behind) |
| Asset Allocation Strategies LLC trimmed | 340,542 | $9M | 1.0% | 2025-Q4 stale (2 quarters behind) |
| Westmount Partners, LLC | 40,000 | $2M | 0.2% | 2025-Q4 stale (2 quarters behind) |
| Arete Wealth Advisors, LLC trimmed | 44,801 | $1M | 0.1% | 2025-Q4 stale (2 quarters behind) |
| Integrated Capital Management, LLC new | 346,334 | $12M | 1.3% | 2025-Q3 stale (3 quarters behind) |
| FLOW TRADERS U.S. LLC trimmed | 240,836 | $7M | 0.7% | 2025-Q3 stale (3 quarters behind) |
| OneAscent Financial Services LLC new | 43,098 | $2M | 0.2% | 2025-Q3 stale (3 quarters behind) |
| Crumly & Associates Inc. new | 34,910 | $969K | 0.1% | 2025-Q3 stale (3 quarters behind) |
| AVANTAX ADVISORY SERVICES, INC. added | 85,403 | $2M | 0.2% | 2025-Q2 stale (4 quarters behind) |
| Elios Financial Group Inc. added | 51,330 | $1M | 0.1% | 2025-Q2 stale (4 quarters behind) |
Ownership over time
Tracked institutional holder count and total shares held by filing quarter (independent scales). The curated-era tail and any mid-ingest latest quarter are handled honestly — a partial quarter is not drawn as a collapse.
Reading this table
Funds hold the same stock for different reasons — an index fund “holds” almost everything, an active manager sizes a name to a mandate and a benchmark, and each fund entered at its own price and time. Because 13F is filed up to 45 days after quarter-end, every row is a backward-looking snapshot; a manager may have traded since. Share-class siblings (a company’s A and C shares) are rolled up to one line so a dual-class name is never double-counted. Compare like-for-like. A large holder is not an endorsement, and a fund exiting is not a warning — this is a starting question, not a verdict.
About 13F filings
A Form 13F is a quarterly disclosure that institutional investment managers with over $100 million in US-listed equities must file with the SEC. In plain English: it is a snapshot of the long stock positions a fund held at the end of a quarter. It covers long US-listed equities only — not short positions, options, cash, or private holdings — and the funds shown are the large sample we track, not the complete 13F universe.