Who owns LGLV
Which tracked institutional funds hold LGLV, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See LGLV company fundamentals →
Ownership as of the 2026-Q2 13F filings (latest filed 2026-09-22). 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
16 tracked funds added or opened LGLV while 21 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
LGLV’s largest tracked holder by dollar value, Syntegra Private Wealth Group, LLC, sizes it at 10.8% of its own reported 13F book, while the median holder sizes it at 0.1% of theirs — a 10.8pp conviction gap — its largest holder concentrates the name more heavily than the typical one.
Book-share is each fund’s reported value in LGLV 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 175 tracked filers holding LGLV, 61 increased or opened the position and 104 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 LGLV 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.
Full exits 8
- CWM, LLC$318M
- FIRST TRUST ADVISORS LP$8M
- TWO SIGMA INVESTMENTS, LP$3M
- THOROUGHBRED FINANCIAL SERVICES, LLC$2M
- Elevation Capital Advisory, LLC$1M
- Cambridge Investment Research Advisors, Inc.$1M
Largest adds
- Syntegra Private Wealth Group, LLC$26M
- Gerber Kawasaki Wealth & Investment Management$7M
- Valmark Advisers, Inc.$4M
- GOLDMAN SACHS GROUP INC$2M
- Ethos Financial Group, LLC$1M
- AQR CAPITAL MANAGEMENT LLC$1M
Largest trims
- Baltimore-Washington Financial Advisors, Inc.$39M
- AMERIPRISE FINANCIAL INC$20M
- IEQ CAPITAL, LLC$12M
- Horizon Investments, LLC$11M
- JPMORGAN CHASE & CO$6M
- BANK OF AMERICA CORP /DE/$1M
Institutional holders
One row per tracked fund, most shares held first (every row is from one quarter; reported value breaks ties). “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding.
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| Syntegra Private Wealth Group, LLC added | 771,561 | $140M | 24.7% | 2026-Q2 |
| Gerber Kawasaki Wealth & Investment Management added | 344,896 | $63M | 11.0% | 2026-Q2 |
| LPL Financial LLC trimmed | 182,070 | $33M | 5.8% | 2026-Q2 |
| OSAIC HOLDINGS, INC. trimmed | 179,508 | $33M | 5.7% | 2026-Q2 |
| MORGAN STANLEY added | 169,550 | $31M | 5.4% | 2026-Q2 |
| DORVAL Corp added | 128,408 | $23M | 4.1% | 2026-Q2 |
| AQR CAPITAL MANAGEMENT LLC added | 112,494 | $20M | 3.6% | 2026-Q2 |
| BANK OF AMERICA CORP /DE/ trimmed | 84,945 | $15M | 2.7% | 2026-Q2 |
| Baltimore-Washington Financial Advisors, Inc. trimmed | 82,289 | $15M | 2.6% | 2026-Q2 |
| Valmark Advisers, Inc. added | 74,055 | $13M | 2.4% | 2026-Q2 |
| INTEGRITY ALLIANCE, LLC. added | 67,220 | $12M | 2.1% | 2026-Q2 |
| Ethos Financial Group, LLC added | 65,419 | $12M | 2.1% | 2026-Q2 |
| FOUNDERS FINANCIAL SECURITIES LLC added | 61,238 | $11M | 2.0% | 2026-Q2 |
| Horizon Investments, LLC trimmed | 60,523 | $11M | 1.9% | 2026-Q2 |
| STATE STREET CORP trimmed | 47,392 | $9M | 1.5% | 2026-Q2 |
| Tempo Wealth, LLC trimmed | 39,411 | $7M | 1.3% | 2026-Q2 |
| HF Advisory Group, LLC added | 37,892 | $7M | 1.2% | 2026-Q2 |
| JPMORGAN CHASE & CO trimmed | 34,245 | $6M | 1.1% | 2026-Q2 |
| GOLDMAN SACHS GROUP INC added | 27,147 | $5M | 0.9% | 2026-Q2 |
| SEI INVESTMENTS CO trimmed | 24,829 | $5M | 0.8% | 2026-Q2 |
| RAYMOND JAMES FINANCIAL INC trimmed | 21,199 | $4M | 0.7% | 2026-Q2 |
| Sage Mountain Advisors LLC | 18,958 | $3M | 0.6% | 2026-Q2 |
| Journey Advisory Group, LLC trimmed | 18,503 | $3M | 0.6% | 2026-Q2 |
| UBS Group AG trimmed | 16,895 | $3M | 0.5% | 2026-Q2 |
| ENVESTNET ASSET MANAGEMENT INC added | 16,407 | $3M | 0.5% | 2026-Q2 |
| COMMONWEALTH EQUITY SERVICES, LLC trimmed | 16,205 | $3M | 0.5% | 2026-Q2 |
| IEQ CAPITAL, LLC trimmed | 15,210 | $3M | 0.5% | 2026-Q2 |
| Legacy Advisory Services, LLC added | 15,055 | $3M | 0.5% | 2026-Q2 |
| REGATTA CAPITAL GROUP, LLC added | 14,808 | $3M | 0.5% | 2026-Q2 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC added | 12,934 | $2M | 0.4% | 2026-Q2 |
| HARBOUR INVESTMENTS, INC. added | 12,828 | $2M | 0.4% | 2026-Q2 |
| Quantinno Capital Management LP added | 12,605 | $2M | 0.4% | 2026-Q2 |
| Daiwa Securities Group Inc. added | 12,500 | $2M | 0.4% | 2026-Q2 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP added | 12,150 | $2M | 0.4% | 2026-Q2 |
| McNaughton Wealth Management, LLC trimmed | 12,107 | $2M | 0.4% | 2026-Q2 |
| ROFFMAN MILLER ASSOCIATES INC /PA/ trimmed | 11,682 | $2M | 0.4% | 2026-Q2 |
| Pallas Capital Advisors LLC added | 10,741 | $2M | 0.3% | 2026-Q2 |
| Mariner, LLC trimmed | 9,994 | $2M | 0.3% | 2026-Q2 |
| Integrated Wealth Concepts LLC added | 8,863 | $2M | 0.3% | 2026-Q2 |
| NORDEN GROUP LLC | 8,455 | $2M | 0.3% | 2026-Q2 |
| Cetera Investment Advisers trimmed | 7,531 | $1M | 0.2% | 2026-Q2 |
| FIRST AMERICAN TRUST, FSB trimmed | 7,464 | $1M | 0.2% | 2026-Q2 |
| JBR Co Financial Management Inc added | 7,434 | $1M | 0.2% | 2026-Q2 |
| ROYAL BANK OF CANADA added | 6,995 | $1M | 0.2% | 2026-Q2 |
| Financial Insights, Inc. trimmed | 6,905 | $1M | 0.2% | 2026-Q2 |
| Caliber Wealth Management, LLC / KS trimmed | 6,898 | $1M | 0.2% | 2026-Q2 |
| Fortis Group Advisors, LLC added | 6,834 | $1M | 0.2% | 2026-Q2 |
| Milestone Investment Advisors LLC trimmed | 6,701 | $1M | 0.2% | 2026-Q2 |
| Independent Wealth Network Inc. trimmed | 6,362 | $1M | 0.2% | 2026-Q2 |
| Flagship Private Wealth, LLC added | 6,173 | $1M | 0.2% | 2026-Q2 |
| Apollon Financial, LLC added | 5,875 | $1M | 0.2% | 2026-Q2 |
| Private Advisor Group, LLC added | 5,826 | $1M | 0.2% | 2026-Q2 |
| Gateway Wealth Partners, LLC trimmed | 5,760 | $1M | 0.2% | 2026-Q2 |
| IHT Wealth Management, LLC trimmed | 5,583 | $1M | 0.2% | 2026-Q2 |
| Portland Financial Advisors Inc | 5,515 | $1M | 0.2% | 2026-Q2 |
| JONES FINANCIAL COMPANIES LLLP trimmed | 5,367 | $979K | 0.2% | 2026-Q2 |
| VestGen Advisors, LLC trimmed | 5,306 | $963K | 0.2% | 2026-Q2 |
| Mission Creek Capital Partners, Inc. trimmed | 5,277 | $957K | 0.2% | 2026-Q2 |
| RFG - Bristol Wealth Advisors, LLC trimmed | 5,226 | $948K | 0.2% | 2026-Q2 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO added | 5,223 | $948K | 0.2% | 2026-Q2 |
| Family Capital Management, Inc. trimmed | 5,182 | $940K | 0.2% | 2026-Q2 |
| Krilogy Financial LLC trimmed | 4,942 | $897K | 0.2% | 2026-Q2 |
| Strategic Blueprint, LLC trimmed | 4,531 | $822K | 0.1% | 2026-Q2 |
| ABOUND FINANCIAL, LLC trimmed | 4,299 | $780K | 0.1% | 2026-Q2 |
| SHEETS SMITH WEALTH MANAGEMENT | 4,274 | $776K | 0.1% | 2026-Q2 |
| Rockefeller Capital Management L.P. trimmed | 4,158 | $755K | 0.1% | 2026-Q2 |
| Integrity Advisory Solutions, LLC added | 4,001 | $726K | 0.1% | 2026-Q2 |
| Cypress Wealth Services, LLC trimmed | 4,000 | $726K | 0.1% | 2026-Q2 |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 3,855 | $700K | 0.1% | 2026-Q2 |
| MML INVESTORS SERVICES, LLC added | 3,806 | $691K | 0.1% | 2026-Q2 |
| RIVERSEDGE ADVISORS, LLC trimmed | 3,749 | $680K | 0.1% | 2026-Q2 |
| Barnes Wealth Management Group, Inc added | 3,746 | $680K | 0.1% | 2026-Q2 |
| Thrive Capital Management, LLC trimmed | 3,720 | $675K | 0.1% | 2026-Q2 |
| PERRYMAN FINANCIAL ADVISORY INC /AD trimmed | 3,708 | $673K | 0.1% | 2026-Q2 |
| FMR LLC added | 3,458 | $628K | 0.1% | 2026-Q2 |
| J.W. COLE ADVISORS, INC. added | 3,444 | $625K | 0.1% | 2026-Q2 |
| Compound Planning, Inc. trimmed | 3,348 | $608K | 0.1% | 2026-Q2 |
| Harvest Investment Services, LLC trimmed | 3,333 | $605K | 0.1% | 2026-Q2 |
| Raab & Moskowitz Asset Management LLC added | 3,289 | $597K | 0.1% | 2026-Q2 |
| Brookstone Capital Management added | 3,208 | $582K | 0.1% | 2026-Q2 |
| Mutual Advisors, LLC trimmed | 3,056 | $554K | 0.1% | 2026-Q2 |
| Vista Cima Wealth Management LLC trimmed | 2,984 | $541K | 0.1% | 2026-Q2 |
| Avant Capital LLC trimmed | 2,981 | $541K | 0.1% | 2026-Q2 |
| Hutchens & Kramer Investment Management Group, LLC trimmed | 2,971 | $539K | 0.1% | 2026-Q2 |
| Inspire Advisors, LLC trimmed | 2,959 | $537K | 0.1% | 2026-Q2 |
| Composition Wealth, LLC trimmed | 2,899 | $526K | 0.1% | 2026-Q2 |
| AMERIPRISE FINANCIAL INC trimmed | 2,746 | $498K | 0.1% | 2026-Q2 |
| CARDIFF PARK ADVISORS, LLC | 2,666 | $484K | 0.1% | 2026-Q2 |
| AE Wealth Management LLC trimmed | 2,621 | $476K | 0.1% | 2026-Q2 |
| CREATIVE FINANCIAL DESIGNS INC /ADV trimmed | 2,612 | $474K | 0.1% | 2026-Q2 |
| Legacy Trust | 2,568 | $466K | 0.1% | 2026-Q2 |
| Insight Advisors, LLC/ PA trimmed | 2,461 | $447K | 0.1% | 2026-Q2 |
| ARS Wealth Advisors Group, LLC added | 2,371 | $430K | 0.1% | 2026-Q2 |
| CITADEL ADVISORS LLC trimmed | 2,367 | $430K | 0.1% | 2026-Q2 |
| Ameritas Advisory Services, LLC trimmed | 2,315 | $420K | 0.1% | 2026-Q2 |
| SFG Wealth Management, LLC. new | 2,312 | $420K | 0.1% | 2026-Q2 |
| Commonwealth Financial Services, LLC | 2,311 | $419K | 0.1% | 2026-Q2 |
| &PARTNERS | 2,294 | $416K | 0.1% | 2026-Q2 |
| High Net Worth Advisory Group LLC trimmed | 2,200 | $399K | 0.1% | 2026-Q2 |
| AXXCESS WEALTH MANAGEMENT, LLC trimmed | 2,146 | $389K | 0.1% | 2026-Q2 |
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.