Who owns LGOV
Which tracked institutional funds hold LGOV, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See LGOV 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
26 tracked funds added or opened LGOV while 21 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
LGOV’s largest tracked holder by dollar value, LPL Financial LLC, 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 gap the other way — the median holder sizes LGOV more heavily than its largest holder by dollar value does.
Book-share is each fund’s reported value in LGOV 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 145 tracked filers holding LGOV, 85 increased or opened the position and 57 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 LGOV 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
- SUSQUEHANNA INTERNATIONAL GROUP, LLP$2M
- TCFG Investment Advisors, LLC$2M
- GOLDMAN SACHS GROUP INC$630K
- Independent Advisor Alliance$557K
- IFS Group,LLC$517K
Full exits 5
- IFG Advisory, LLC$1M
- SILVER OAK SECURITIES, INCORPORATED$880K
- Belpointe Asset Management LLC$652K
- Fortis Capital Advisors, LLC$652K
- Coppell Advisory Solutions LLC$559K
Largest adds
- MORGAN STANLEY$10M
- CITADEL ADVISORS LLC$10M
- LPL Financial LLC$7M
- Centennial Wealth Advisory LLC$4M
- Cetera Investment Advisers$4M
- STEPHENS INC /AR/$4M
Largest trims
- Comprehensive Wealth Management, LLC$19M
- Financial Enhancement Group LLC$6M
- RAYMOND JAMES FINANCIAL INC$6M
- NewEdge Advisors, LLC$4M
- Integrated Wealth Concepts LLC$4M
- HighTower Advisors, LLC$2M
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 |
|---|---|---|---|---|
| LPL Financial LLC added | 4,265,669 | $92M | 15.0% | 2026-Q1 |
| ROYAL BANK OF CANADA added | 2,020,458 | $44M | 7.1% | 2026-Q1 |
| MORGAN STANLEY added | 1,692,263 | $37M | 6.0% | 2026-Q1 |
| Csenge Advisory Group added | 1,135,800 | $24M | 4.0% | 2026-Q1 |
| GDS Wealth Management added | 1,086,109 | $23M | 3.8% | 2026-Q1 |
| RAYMOND JAMES FINANCIAL INC trimmed | 1,015,230 | $22M | 3.6% | 2026-Q1 |
| Stratos Investment Management, LLC added | 936,203 | $20M | 3.3% | 2026-Q1 |
| STEPHENS INC /AR/ added | 870,712 | $19M | 3.1% | 2026-Q1 |
| Walkner Condon Financial Advisors LLC trimmed | 840,755 | $18M | 3.0% | 2026-Q1 |
| ENVESTNET ASSET MANAGEMENT INC added | 812,608 | $18M | 2.9% | 2026-Q1 |
| Cambridge Investment Research Advisors, Inc. added | 807,356 | $17M | 2.8% | 2026-Q1 |
| Cetera Investment Advisers added | 767,082 | $17M | 2.7% | 2026-Q1 |
| Marshall Financial Group, LLC trimmed | 696,277 | $15M | 2.5% | 2026-Q1 |
| Tidemark, LLC added | 600,468 | $13M | 2.1% | 2026-Q1 |
| Concurrent Investment Advisors, LLC trimmed | 536,274 | $12M | 1.9% | 2026-Q1 |
| Financial Enhancement Group LLC trimmed | 498,485 | $11M | 1.8% | 2026-Q1 |
| Integrated Wealth Concepts LLC trimmed | 493,086 | $11M | 1.7% | 2026-Q1 |
| CITADEL ADVISORS LLC added | 479,638 | $10M | 1.7% | 2026-Q1 |
| FIRST TRUST ADVISORS LP added | 394,526 | $9M | 1.4% | 2026-Q1 |
| Centennial Wealth Advisory LLC added | 394,494 | $9M | 1.4% | 2026-Q1 |
| Anderson Financial Strategies, LLC added | 339,240 | $7M | 1.2% | 2026-Q1 |
| Kingsview Wealth Management, LLC trimmed | 296,664 | $6M | 1.0% | 2026-Q1 |
| HighTower Advisors, LLC trimmed | 276,859 | $6M | 1.0% | 2026-Q1 |
| Farther Finance Advisors, LLC added | 272,486 | $6M | 1.0% | 2026-Q1 |
| TSFG, LLC added | 264,435 | $6M | 0.9% | 2026-Q1 |
| Comprehensive Wealth Management, LLC trimmed | 258,014 | $6M | 0.9% | 2026-Q1 |
| &PARTNERS trimmed | 215,411 | $5M | 0.8% | 2026-Q1 |
| BENJAMIN EDWARDS INC added | 189,346 | $4M | 0.7% | 2026-Q1 |
| Holistic Financial Partners added | 155,435 | $3M | 0.5% | 2026-Q1 |
| Prospera Financial Services Inc added | 148,458 | $3M | 0.5% | 2026-Q1 |
| Janney Montgomery Scott LLC added | 148,301 | $3M | 0.5% | 2026-Q1 |
| Gladstone Institutional Advisory LLC trimmed | 143,877 | $3M | 0.5% | 2026-Q1 |
| FSB PREMIER WEALTH MANAGEMENT, INC. added | 138,749 | $3M | 0.5% | 2026-Q1 |
| OSAIC HOLDINGS, INC. trimmed | 126,390 | $3M | 0.4% | 2026-Q1 |
| Midwest Financial Group LLC added | 125,878 | $3M | 0.4% | 2026-Q1 |
| Sequent Planning LLC trimmed | 123,380 | $3M | 0.4% | 2026-Q1 |
| Kestra Advisory Services, LLC trimmed | 114,808 | $2M | 0.4% | 2026-Q1 |
| ARVEST INVESTMENTS, INC. trimmed | 109,587 | $2M | 0.4% | 2026-Q1 |
| IAMS WEALTH MANAGEMENT, LLC added | 109,242 | $2M | 0.4% | 2026-Q1 |
| MGO ONE SEVEN LLC added | 101,811 | $2M | 0.4% | 2026-Q1 |
| INDEPENDENT FINANCIAL GROUP, LLC trimmed | 100,781 | $2M | 0.4% | 2026-Q1 |
| ASSETMARK, INC added | 98,633 | $2M | 0.3% | 2026-Q1 |
| COMMONWEALTH EQUITY SERVICES, LLC added | 91,255 | $2M | 0.3% | 2026-Q1 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP trimmed | 84,091 | $2M | 0.3% | 2026-Q1 |
| TCFG Investment Advisors, LLC new | 78,439 | $2M | 0.3% | 2026-Q1 |
| TCFG WEALTH MANAGEMENT, LLC added | 78,439 | $2M | 0.3% | 2026-Q1 |
| Accel Wealth Management added | 76,318 | $2M | 0.3% | 2026-Q1 |
| AE Wealth Management LLC trimmed | 66,324 | $1M | 0.2% | 2026-Q1 |
| Investors Research Corp | 65,213 | $1M | 0.2% | 2026-Q1 |
| Bank of New York Mellon Corp added | 61,313 | $1M | 0.2% | 2026-Q1 |
| TRUIST FINANCIAL CORP trimmed | 59,183 | $1M | 0.2% | 2026-Q1 |
| KESTRA PRIVATE WEALTH SERVICES, LLC added | 58,493 | $1M | 0.2% | 2026-Q1 |
| Orion Porfolio Solutions, LLC added | 53,899 | $1M | 0.2% | 2026-Q1 |
| NewEdge Advisors, LLC trimmed | 190,685 | $1M | 0.2% | 2026-Q1 |
| Ameritas Investment Partners, Inc. added | 45,817 | $988K | 0.2% | 2026-Q1 |
| PARK AVENUE SECURITIES LLC added | 39,731 | $857K | 0.1% | 2026-Q1 |
| Snowden Capital Advisors LLC added | 39,493 | $852K | 0.1% | 2026-Q1 |
| Arax Advisory Partners added | 33,886 | $731K | 0.1% | 2026-Q1 |
| Gateway Wealth Partners, LLC added | 33,260 | $717K | 0.1% | 2026-Q1 |
| Maia Wealth LLC trimmed | 32,718 | $706K | 0.1% | 2026-Q1 |
| Western Wealth Management, LLC added | 31,366 | $677K | 0.1% | 2026-Q1 |
| Sanctuary Advisors, LLC added | 31,009 | $669K | 0.1% | 2026-Q1 |
| Faithward Advisors, LLC added | 17,202 | $666K | 0.1% | 2026-Q1 |
| Pinnacle Family Advisors, LLC trimmed | 29,586 | $638K | 0.1% | 2026-Q1 |
| GOLDMAN SACHS GROUP INC trimmed | 29,199 | $630K | 0.1% | 2026-Q1 |
| Rockefeller Capital Management L.P. added | 27,356 | $590K | 0.1% | 2026-Q1 |
| HARBOUR INVESTMENTS, INC. trimmed | 27,321 | $589K | 0.1% | 2026-Q1 |
| Steward Partners Investment Advisory, LLC added | 26,167 | $564K | 0.1% | 2026-Q1 |
| Independent Advisor Alliance trimmed | 25,822 | $557K | 0.1% | 2026-Q1 |
| Pacific Excel Wealth Advisors, Inc. added | 25,668 | $554K | 0.1% | 2026-Q1 |
| LaSalle St. Investment Advisors, LLC trimmed | 25,335 | $546K | 0.1% | 2026-Q1 |
| Envestnet Portfolio Solutions, Inc. trimmed | 25,112 | $542K | 0.1% | 2026-Q1 |
| IFS Group,LLC added | 23,975 | $517K | 0.1% | 2026-Q1 |
| IFP Advisors, Inc trimmed | 23,423 | $505K | 0.1% | 2026-Q1 |
| Park Square Financial Group, LLC added | 23,067 | $498K | 0.1% | 2026-Q1 |
| Foundations Investment Advisors, LLC new | 22,886 | $494K | 0.1% | 2026-Q1 |
| RFG Advisory, LLC added | 22,814 | $492K | 0.1% | 2026-Q1 |
| Aurora Private Wealth, Inc. trimmed | 21,614 | $467K | 0.1% | 2026-Q1 |
| FLOW TRADERS U.S. LLC trimmed | 20,872 | $450K | 0.1% | 2026-Q1 |
| Atria Investments, Inc added | 20,772 | $448K | 0.1% | 2026-Q1 |
| Perigon Wealth Management, LLC added | 20,494 | $442K | 0.1% | 2026-Q1 |
| BAM Wealth Management, LLC added | 20,491 | $442K | 0.1% | 2026-Q1 |
| BlueChip Wealth Advisors LLC added | 20,121 | $434K | 0.1% | 2026-Q1 |
| Atria Wealth Solutions, Inc. added | 662,844 | $14M | 2.3% | 2025-Q2 stale |
| VestGen Advisors, LLC new | 507,026 | $11M | 1.8% | 2025-Q1 stale |
| Brookwood Investment Group LLC trimmed | 507,061 | $11M | 1.8% | 2025-Q2 stale |
| AVANTAX ADVISORY SERVICES, INC. trimmed | 208,074 | $4M | 0.7% | 2025-Q2 stale |
| Orion Portfolio Solutions, LLC trimmed | 120,607 | $3M | 0.4% | 2025-Q1 stale |
| Visionary Wealth Advisors added | 88,491 | $2M | 0.3% | 2025-Q2 stale |
| OLD MISSION CAPITAL LLC added | 74,010 | $2M | 0.3% | 2025-Q2 stale |
| IFG Advisory, LLC trimmed | 60,440 | $1M | 0.2% | 2025-Q4 stale |
| JANE STREET GROUP, LLC trimmed | 45,215 | $983K | 0.2% | 2025-Q3 stale |
| Core Wealth Partners LLC added | 41,671 | $896K | 0.1% | 2025-Q1 stale |
| SILVER OAK SECURITIES, INCORPORATED added | 40,080 | $880K | 0.1% | 2025-Q4 stale |
| OPPENHEIMER & CO INC trimmed | 35,519 | $761K | 0.1% | 2025-Q2 stale |
| Sigma Planning Corp trimmed | 31,864 | $693K | 0.1% | 2025-Q3 stale |
| NewEdge Wealth, LLC trimmed | 31,482 | $677K | 0.1% | 2025-Q1 stale |
| Fortis Capital Advisors, LLC trimmed | 29,883 | $652K | 0.1% | 2025-Q4 stale |
| Belpointe Asset Management LLC trimmed | 29,883 | $652K | 0.1% | 2025-Q4 stale |
| Coppell Advisory Solutions LLC added | 25,487 | $559K | 0.1% | 2025-Q4 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.