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-Q2 13F filings (latest filed 2026-09-02). 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
28 tracked funds added or opened LGOV while 27 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
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 2026-Q1 and 2026-Q2, across 148 tracked filers holding LGOV, 92 increased or opened the position and 61 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 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 8
- Heck Capital Advisors, LLC$5M
- VAQUERO PRIVATE WEALTH, LTD$4M
- OLD MISSION CAPITAL LLC$4M
- JANE STREET GROUP, LLC$3M
- Mutual Advisors, LLC$2M
- IFG Advisory, LLC$1M
Full exits 8
- Cambridge Investment Research Advisors, Inc.$17M
- HighTower Advisors, LLC$6M
- TSFG, LLC$6M
- Janney Montgomery Scott LLC$3M
- TCFG WEALTH MANAGEMENT, LLC$2M
- PARK AVENUE SECURITIES LLC$857K
Largest adds
- CITADEL ADVISORS LLC$12M
- Integrated Wealth Concepts LLC$6M
- NewEdge Advisors, LLC$3M
- MORGAN STANLEY$3M
- OSAIC HOLDINGS, INC.$2M
- &PARTNERS$2M
Largest trims
- Csenge Advisory Group$15M
- RAYMOND JAMES FINANCIAL INC$12M
- Marshall Financial Group, LLC$11M
- Tidemark, LLC$5M
- LPL Financial LLC$3M
- Centennial Wealth Advisory LLC$3M
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 |
|---|---|---|---|---|
| LPL Financial LLC trimmed | 4,147,654 | $89M | 16.6% | 2026-Q2 |
| ROYAL BANK OF CANADA added | 2,114,701 | $45M | 8.5% | 2026-Q2 |
| MORGAN STANLEY added | 1,824,095 | $39M | 7.3% | 2026-Q2 |
| GDS Wealth Management added | 1,136,196 | $24M | 4.6% | 2026-Q2 |
| CITADEL ADVISORS LLC added | 1,052,410 | $23M | 4.2% | 2026-Q2 |
| Stratos Investment Management, LLC added | 1,018,281 | $22M | 4.1% | 2026-Q2 |
| Walkner Condon Financial Advisors LLC added | 937,471 | $20M | 3.8% | 2026-Q2 |
| STEPHENS INC /AR/ added | 873,428 | $19M | 3.5% | 2026-Q2 |
| Cetera Investment Advisers added | 834,214 | $18M | 3.3% | 2026-Q2 |
| ENVESTNET ASSET MANAGEMENT INC added | 827,103 | $18M | 3.3% | 2026-Q2 |
| Integrated Wealth Concepts LLC added | 789,892 | $17M | 3.2% | 2026-Q2 |
| Concurrent Investment Advisors, LLC added | 571,686 | $12M | 2.3% | 2026-Q2 |
| Financial Enhancement Group LLC trimmed | 494,720 | $11M | 2.0% | 2026-Q2 |
| RAYMOND JAMES FINANCIAL INC trimmed | 459,940 | $10M | 1.8% | 2026-Q2 |
| Csenge Advisory Group trimmed | 457,557 | $10M | 1.8% | 2026-Q2 |
| FIRST TRUST ADVISORS LP added | 434,003 | $9M | 1.7% | 2026-Q2 |
| Anderson Financial Strategies, LLC added | 368,715 | $8M | 1.5% | 2026-Q2 |
| Tidemark, LLC trimmed | 350,699 | $8M | 1.4% | 2026-Q2 |
| Kingsview Wealth Management, LLC added | 311,802 | $7M | 1.3% | 2026-Q2 |
| &PARTNERS added | 309,722 | $7M | 1.2% | 2026-Q2 |
| Centennial Wealth Advisory LLC trimmed | 261,399 | $6M | 1.0% | 2026-Q2 |
| Heck Capital Advisors, LLC new | 255,230 | $5M | 1.0% | 2026-Q2 |
| Farther Finance Advisors, LLC trimmed | 236,943 | $5M | 1.0% | 2026-Q2 |
| OSAIC HOLDINGS, INC. added | 221,507 | $5M | 0.9% | 2026-Q2 |
| NewEdge Advisors, LLC added | 206,018 | $4M | 0.8% | 2026-Q2 |
| VAQUERO PRIVATE WEALTH, LTD new | 205,385 | $4M | 0.8% | 2026-Q2 |
| BENJAMIN EDWARDS INC added | 198,691 | $4M | 0.8% | 2026-Q2 |
| OLD MISSION CAPITAL LLC added | 195,709 | $4M | 0.8% | 2026-Q2 |
| Marshall Financial Group, LLC trimmed | 191,848 | $4M | 0.8% | 2026-Q2 |
| Midwest Financial Network, LLC trimmed | 183,001 | $4M | 0.7% | 2026-Q2 |
| Comprehensive Wealth Management, LLC trimmed | 168,729 | $4M | 0.7% | 2026-Q2 |
| FSB PREMIER WEALTH MANAGEMENT, INC. added | 148,365 | $3M | 0.6% | 2026-Q2 |
| Prospera Financial Services Inc trimmed | 142,186 | $3M | 0.6% | 2026-Q2 |
| Midwest Financial Group LLC added | 134,827 | $3M | 0.5% | 2026-Q2 |
| ARVEST INVESTMENTS, INC. added | 129,401 | $3M | 0.5% | 2026-Q2 |
| IAMS WEALTH MANAGEMENT, LLC added | 127,861 | $3M | 0.5% | 2026-Q2 |
| JANE STREET GROUP, LLC added | 124,590 | $3M | 0.5% | 2026-Q2 |
| Kestra Advisory Services, LLC added | 117,838 | $3M | 0.5% | 2026-Q2 |
| Gladstone Institutional Advisory LLC trimmed | 113,789 | $2M | 0.5% | 2026-Q2 |
| Holistic Financial Partners trimmed | 113,218 | $2M | 0.5% | 2026-Q2 |
| Mutual Advisors, LLC new | 112,137 | $2M | 0.4% | 2026-Q2 |
| MGO ONE SEVEN LLC added | 104,717 | $2M | 0.4% | 2026-Q2 |
| ASSETMARK, INC added | 104,410 | $2M | 0.4% | 2026-Q2 |
| GOLDMAN SACHS GROUP INC added | 102,955 | $2M | 0.4% | 2026-Q2 |
| COMMONWEALTH EQUITY SERVICES, LLC added | 98,736 | $2M | 0.4% | 2026-Q2 |
| TCFG Investment Advisors, LLC added | 78,466 | $2M | 0.3% | 2026-Q2 |
| INDEPENDENT FINANCIAL GROUP, LLC trimmed | 76,705 | $2M | 0.3% | 2026-Q2 |
| KESTRA PRIVATE WEALTH SERVICES, LLC added | 66,234 | $1M | 0.3% | 2026-Q2 |
| Bank of New York Mellon Corp added | 64,260 | $1M | 0.3% | 2026-Q2 |
| Investors Research Corp trimmed | 63,225 | $1M | 0.3% | 2026-Q2 |
| AE Wealth Management LLC trimmed | 60,125 | $1M | 0.2% | 2026-Q2 |
| TRUIST FINANCIAL CORP trimmed | 58,423 | $1M | 0.2% | 2026-Q2 |
| Orion Porfolio Solutions, LLC added | 57,066 | $1M | 0.2% | 2026-Q2 |
| IFG Advisory, LLC trimmed | 56,618 | $1M | 0.2% | 2026-Q2 |
| Accel Wealth Management trimmed | 50,342 | $1M | 0.2% | 2026-Q2 |
| Ameritas Investment Partners, Inc. added | 45,841 | $981K | 0.2% | 2026-Q2 |
| Foundations Investment Advisors, LLC added | 42,288 | $905K | 0.2% | 2026-Q2 |
| HARBOUR INVESTMENTS, INC. added | 35,841 | $767K | 0.1% | 2026-Q2 |
| Steward Partners Investment Advisory, LLC added | 34,701 | $743K | 0.1% | 2026-Q2 |
| Arax Advisory Partners | 33,886 | $725K | 0.1% | 2026-Q2 |
| Sanctuary Advisors, LLC added | 32,077 | $686K | 0.1% | 2026-Q2 |
| Maia Wealth LLC trimmed | 31,703 | $678K | 0.1% | 2026-Q2 |
| MML INVESTORS SERVICES, LLC added | 31,381 | $672K | 0.1% | 2026-Q2 |
| Pinnacle Family Advisors, LLC added | 30,926 | $662K | 0.1% | 2026-Q2 |
| Gateway Wealth Partners, LLC trimmed | 30,598 | $655K | 0.1% | 2026-Q2 |
| IFS Group,LLC added | 30,372 | $650K | 0.1% | 2026-Q2 |
| BAM Wealth Management, LLC added | 29,786 | $637K | 0.1% | 2026-Q2 |
| Rockefeller Capital Management L.P. trimmed | 27,117 | $580K | 0.1% | 2026-Q2 |
| Western Wealth Management, LLC trimmed | 26,359 | $564K | 0.1% | 2026-Q2 |
| Envestnet Portfolio Solutions, Inc. added | 25,164 | $539K | 0.1% | 2026-Q2 |
| LaSalle St. Investment Advisors, LLC trimmed | 25,042 | $536K | 0.1% | 2026-Q2 |
| Providence First Trust Co new | 23,641 | $506K | 0.1% | 2026-Q2 |
| Dynamic Advisor Solutions LLC new | 23,623 | $506K | 0.1% | 2026-Q2 |
| Sequent Planning LLC trimmed | 23,456 | $502K | 0.1% | 2026-Q2 |
| Atria Investments, Inc added | 23,207 | $497K | 0.1% | 2026-Q2 |
| RFG Advisory, LLC added | 22,819 | $488K | 0.1% | 2026-Q2 |
| IFP Advisors, Inc trimmed | 21,980 | $470K | 0.1% | 2026-Q2 |
| Capital CS Group, LLC new | 20,579 | $440K | 0.1% | 2026-Q2 |
| Perigon Wealth Management, LLC trimmed | 20,468 | $438K | 0.1% | 2026-Q2 |
| BlueChip Wealth Advisors LLC | 20,121 | $431K | 0.1% | 2026-Q2 |
| Snowden Capital Advisors LLC trimmed | 18,079 | $387K | 0.1% | 2026-Q2 |
| Spire Wealth Management added | 18,018 | $386K | 0.1% | 2026-Q2 |
| Rossby Financial, LCC added | 17,952 | $384K | 0.1% | 2026-Q2 |
| PRINCIPAL SECURITIES, INC. trimmed | 17,833 | $382K | 0.1% | 2026-Q2 |
| PNC Financial Services Group, Inc. added | 17,678 | $378K | 0.1% | 2026-Q2 |
| Pine Valley Investments Ltd Liability Co added | 16,086 | $344K | 0.1% | 2026-Q2 |
| KKM Financial LLC added | 15,061 | $322K | 0.1% | 2026-Q2 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP trimmed | 14,668 | $314K | 0.1% | 2026-Q2 |
| NOVEM GROUP added | 13,959 | $299K | 0.1% | 2026-Q2 |
| Integrated Advisors Network LLC trimmed | 13,664 | $292K | 0.1% | 2026-Q2 |
| Equitable Holdings, Inc. trimmed | 13,280 | $284K | 0.1% | 2026-Q2 |
| JPMORGAN CHASE & CO trimmed | 12,861 | $278K | 0.1% | 2026-Q2 |
| Medallion Wealth Advisors, LLC trimmed | 12,700 | $272K | 0.1% | 2026-Q2 |
| AMERIPRISE FINANCIAL INC trimmed | 12,469 | $267K | 0.1% | 2026-Q2 |
| Private Advisor Group, LLC new | 12,448 | $266K | 0.0% | 2026-Q2 |
| STIFEL FINANCIAL CORP added | 12,140 | $260K | 0.0% | 2026-Q2 |
| Faithward Advisors, LLC trimmed | 11,903 | $255K | 0.0% | 2026-Q2 |
| Asset Allocation Strategies LLC trimmed | 11,274 | $241K | 0.0% | 2026-Q2 |
| World Investment Advisors added | 10,604 | $228K | 0.0% | 2026-Q2 |
| Park Square Financial Group, LLC trimmed | 10,330 | $221K | 0.0% | 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.