Who owns LGLV (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-Q1 13F filings. 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
31 tracked funds added or opened LGLV while 14 trimmed or exited it between 2025-Q4 and 2026-Q1 — 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, CWM, LLC, sizes it at 0.8% of its own reported 13F book, while the median holder sizes it at 0.1% of theirs — a 0.7pp 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 2025-Q4 and 2026-Q1, across 191 tracked filers holding LGLV, 85 increased or opened the position and 81 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 2025-Q4 and 2026-Q1 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 5
- FIRST TRUST ADVISORS LP$8M
- Quantinno Capital Management LP$2M
- Tower Research Capital LLC (TRC)$639K
- Inspire Advisors, LLC$599K
- JANE STREET GROUP, LLC$505K
Full exits 1
- SILVER OAK SECURITIES, INCORPORATED$4M
Largest adds
- AMERIPRISE FINANCIAL INC$20M
- Horizon Investments, LLC$8M
- JPMORGAN CHASE & CO$5M
- Valmark Advisers, Inc.$4M
- AQR CAPITAL MANAGEMENT LLC$4M
- RAYMOND JAMES FINANCIAL INC$2M
Largest trims
- GOLDMAN SACHS GROUP INC$8M
- FOUNDERS FINANCIAL SECURITIES LLC$3M
- WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$1M
- CITADEL ADVISORS LLC$1M
- VestGen Advisors, LLC$907K
- Cambridge Investment Research Advisors, Inc.$711K
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 |
|---|---|---|---|---|
| CWM, LLC trimmed | 1,783,969 | $318M | 31.4% | 2026-Q1 |
| Syntegra Private Wealth Group, LLC trimmed | 639,008 | $114M | 11.2% | 2026-Q1 |
| Gerber Kawasaki Wealth & Investment Management trimmed | 309,038 | $55M | 5.4% | 2026-Q1 |
| Baltimore-Washington Financial Advisors, Inc. added | 302,891 | $54M | 5.3% | 2026-Q1 |
| LPL Financial LLC added | 186,337 | $33M | 3.3% | 2026-Q1 |
| OSAIC HOLDINGS, INC. trimmed | 186,269 | $33M | 3.3% | 2026-Q1 |
| MORGAN STANLEY added | 169,497 | $30M | 3.0% | 2026-Q1 |
| DORVAL Corp added | 126,008 | $22M | 2.2% | 2026-Q1 |
| Horizon Investments, LLC added | 121,394 | $22M | 2.1% | 2026-Q1 |
| AMERIPRISE FINANCIAL INC added | 114,690 | $20M | 2.0% | 2026-Q1 |
| AQR CAPITAL MANAGEMENT LLC added | 107,389 | $19M | 1.9% | 2026-Q1 |
| BANK OF AMERICA CORP /DE/ added | 94,519 | $17M | 1.7% | 2026-Q1 |
| IEQ CAPITAL, LLC trimmed | 84,677 | $15M | 1.5% | 2026-Q1 |
| JPMORGAN CHASE & CO added | 72,086 | $13M | 1.3% | 2026-Q1 |
| INTEGRITY ALLIANCE, LLC. added | 64,224 | $11M | 1.1% | 2026-Q1 |
| FOUNDERS FINANCIAL SECURITIES LLC trimmed | 61,023 | $11M | 1.1% | 2026-Q1 |
| Ethos Financial Group, LLC added | 60,029 | $11M | 1.0% | 2026-Q1 |
| Valmark Advisers, Inc. added | 52,272 | $9M | 0.9% | 2026-Q1 |
| STATE STREET CORP trimmed | 51,697 | $9M | 0.9% | 2026-Q1 |
| FIRST TRUST ADVISORS LP new | 44,887 | $8M | 0.8% | 2026-Q1 |
| Tempo Wealth, LLC added | 39,823 | $7M | 0.7% | 2026-Q1 |
| HF Advisory Group, LLC added | 34,968 | $6M | 0.6% | 2026-Q1 |
| SEI INVESTMENTS CO trimmed | 25,141 | $4M | 0.4% | 2026-Q1 |
| RAYMOND JAMES FINANCIAL INC added | 24,048 | $4M | 0.4% | 2026-Q1 |
| Sage Mountain Advisors LLC | 18,958 | $3M | 0.3% | 2026-Q1 |
| Journey Advisory Group, LLC trimmed | 18,854 | $3M | 0.3% | 2026-Q1 |
| UBS Group AG added | 18,167 | $3M | 0.3% | 2026-Q1 |
| COMMONWEALTH EQUITY SERVICES, LLC added | 16,887 | $3M | 0.3% | 2026-Q1 |
| TWO SIGMA INVESTMENTS, LP added | 15,600 | $3M | 0.3% | 2026-Q1 |
| FIRST AMERICAN TRUST, FSB trimmed | 14,871 | $3M | 0.3% | 2026-Q1 |
| ENVESTNET ASSET MANAGEMENT INC added | 14,305 | $3M | 0.3% | 2026-Q1 |
| Legacy Advisory Services, LLC added | 13,865 | $2M | 0.2% | 2026-Q1 |
| GOLDMAN SACHS GROUP INC trimmed | 13,818 | $2M | 0.2% | 2026-Q1 |
| McNaughton Wealth Management, LLC trimmed | 13,295 | $2M | 0.2% | 2026-Q1 |
| HARBOUR INVESTMENTS, INC. added | 12,461 | $2M | 0.2% | 2026-Q1 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC trimmed | 12,336 | $2M | 0.2% | 2026-Q1 |
| Quantinno Capital Management LP new | 12,062 | $2M | 0.2% | 2026-Q1 |
| ROFFMAN MILLER ASSOCIATES INC /PA/ added | 11,826 | $2M | 0.2% | 2026-Q1 |
| Daiwa Securities Group Inc. added | 11,800 | $2M | 0.2% | 2026-Q1 |
| REGATTA CAPITAL GROUP, LLC added | 11,641 | $2M | 0.2% | 2026-Q1 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP added | 11,351 | $2M | 0.2% | 2026-Q1 |
| Gateway Wealth Partners, LLC added | 11,312 | $2M | 0.2% | 2026-Q1 |
| Pallas Capital Advisors LLC trimmed | 10,480 | $2M | 0.2% | 2026-Q1 |
| Mariner, LLC trimmed | 10,325 | $2M | 0.2% | 2026-Q1 |
| Cetera Investment Advisers trimmed | 9,042 | $2M | 0.2% | 2026-Q1 |
| THOROUGHBRED FINANCIAL SERVICES, LLC trimmed | 9,004 | $2M | 0.2% | 2026-Q1 |
| NORDEN GROUP LLC | 8,455 | $2M | 0.1% | 2026-Q1 |
| Milestone Investment Advisors LLC trimmed | 7,918 | $1M | 0.1% | 2026-Q1 |
| Elevation Capital Advisory, LLC trimmed | 7,483 | $1M | 0.1% | 2026-Q1 |
| Caliber Wealth Management, LLC / KS trimmed | 6,996 | $1M | 0.1% | 2026-Q1 |
| Financial Insights, Inc. trimmed | 6,951 | $1M | 0.1% | 2026-Q1 |
| Fortis Group Advisors, LLC added | 6,807 | $1M | 0.1% | 2026-Q1 |
| Cambridge Investment Research Advisors, Inc. trimmed | 6,726 | $1M | 0.1% | 2026-Q1 |
| Independent Wealth Network Inc. trimmed | 6,378 | $1M | 0.1% | 2026-Q1 |
| Flagship Private Wealth, LLC added | 6,150 | $1M | 0.1% | 2026-Q1 |
| VestGen Advisors, LLC trimmed | 5,771 | $1M | 0.1% | 2026-Q1 |
| Apollon Financial, LLC trimmed | 5,724 | $1M | 0.1% | 2026-Q1 |
| IHT Wealth Management, LLC trimmed | 5,722 | $1M | 0.1% | 2026-Q1 |
| Private Advisor Group, LLC trimmed | 5,629 | $1M | 0.1% | 2026-Q1 |
| Mission Creek Capital Partners, Inc. trimmed | 5,551 | $989K | 0.1% | 2026-Q1 |
| RFG - Bristol Wealth Advisors, LLC added | 5,538 | $986K | 0.1% | 2026-Q1 |
| Portland Financial Advisors Inc trimmed | 5,515 | $982K | 0.1% | 2026-Q1 |
| JONES FINANCIAL COMPANIES LLLP added | 5,525 | $970K | 0.1% | 2026-Q1 |
| Family Capital Management, Inc. trimmed | 5,276 | $940K | 0.1% | 2026-Q1 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO trimmed | 5,090 | $906K | 0.1% | 2026-Q1 |
| Krilogy Financial LLC trimmed | 4,969 | $902K | 0.1% | 2026-Q1 |
| Cypress Wealth Services, LLC | 5,000 | $890K | 0.1% | 2026-Q1 |
| Integrated Wealth Concepts LLC added | 4,841 | $862K | 0.1% | 2026-Q1 |
| Strategic Blueprint, LLC trimmed | 4,711 | $839K | 0.1% | 2026-Q1 |
| Rockefeller Capital Management L.P. | 4,608 | $821K | 0.1% | 2026-Q1 |
| AE Wealth Management LLC added | 4,519 | $805K | 0.1% | 2026-Q1 |
| ABOUND FINANCIAL, LLC trimmed | 4,328 | $771K | 0.1% | 2026-Q1 |
| JBR Co Financial Management Inc | 4,389 | $771K | 0.1% | 2026-Q1 |
| SHEETS SMITH WEALTH MANAGEMENT trimmed | 4,274 | $761K | 0.1% | 2026-Q1 |
| Thrive Capital Management, LLC trimmed | 4,051 | $722K | 0.1% | 2026-Q1 |
| RIVERSEDGE ADVISORS, LLC trimmed | 3,887 | $692K | 0.1% | 2026-Q1 |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 3,855 | $687K | 0.1% | 2026-Q1 |
| PERRYMAN FINANCIAL ADVISORY INC /AD added | 3,765 | $671K | 0.1% | 2026-Q1 |
| Barnes Wealth Management Group, Inc trimmed | 3,653 | $651K | 0.1% | 2026-Q1 |
| Integrity Advisory Solutions, LLC added | 3,605 | $642K | 0.1% | 2026-Q1 |
| Tower Research Capital LLC (TRC) added | 3,586 | $639K | 0.1% | 2026-Q1 |
| Mutual Advisors, LLC trimmed | 3,507 | $625K | 0.1% | 2026-Q1 |
| Harvest Investment Services, LLC trimmed | 3,484 | $621K | 0.1% | 2026-Q1 |
| J.W. COLE ADVISORS, INC. added | 3,442 | $613K | 0.1% | 2026-Q1 |
| Compound Planning, Inc. trimmed | 3,364 | $599K | 0.1% | 2026-Q1 |
| Inspire Advisors, LLC new | 3,364 | $599K | 0.1% | 2026-Q1 |
| Avant Capital LLC trimmed | 3,283 | $585K | 0.1% | 2026-Q1 |
| WEDBUSH SECURITIES INC added | 3,276 | $583K | 0.1% | 2026-Q1 |
| Raab & Moskowitz Asset Management LLC added | 3,225 | $574K | 0.1% | 2026-Q1 |
| CW Advisors, LLC trimmed | 187,919 | $33M | 3.2% | 2025-Q2 stale |
| GeoWealth Management, LLC added | 76,192 | $13M | 1.3% | 2025-Q1 stale |
| WIN ADVISORS, INC added | 72,947 | $13M | 1.3% | 2025-Q1 stale |
| MAGNOLIA CAPITAL ADVISORS LLC new | 42,893 | $7M | 0.7% | 2025-Q2 stale |
| SILVER OAK SECURITIES, INCORPORATED added | 22,746 | $4M | 0.4% | 2025-Q4 stale |
| TOWNSQUARE CAPITAL LLC trimmed | 9,210 | $2M | 0.2% | 2025-Q1 stale |
| Financial Advocates Investment Management trimmed | 6,961 | $1M | 0.1% | 2025-Q2 stale |
| AVANTAX ADVISORY SERVICES, INC. trimmed | 4,751 | $830K | 0.1% | 2025-Q2 stale |
| Efficient Advisors, LLC trimmed | 4,671 | $816K | 0.1% | 2025-Q2 stale |
| CORNERSTONE ADVISORS ASSET MANAGEMENT, LLC new | 3,867 | $673K | 0.1% | 2025-Q1 stale |
| Mach-1 Financial Group, LLC new | 3,223 | $574K | 0.1% | 2025-Q3 stale |
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.