175 tracked 13F filers disclose a position in LGLV as of the latest SEC 13F filings, a combined $908.3M in reported value. Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.
| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | CWM, LLC | $317.7M | 1.8M | ▼−1.1% Reduced · −20K sh | Q1 2026 | |
| 2 | Syntegra Private Wealth Group, LLC | $140.0M | 772K | ▲+21% Added · +133K sh | Q2 2026 | |
| 3 | Gerber Kawasaki Wealth & Investment Management | $62.6M | 345K | ▲+12% Added · +36K sh | Q2 2026 | |
| 4 | LPL Financial LLC | $33.2M | 186K | ▲+1.3% Added · +2K sh | Q1 2026 | |
| 5 | OSAIC HOLDINGS, INC. | $33.2M | 186K | ▼−3.3% Reduced · −6K sh | Q1 2026 | |
| 6 | MORGAN STANLEY | $30.2M | 169K | ▲+1.5% Added · +3K sh | Q1 2026 | |
| 7 | DORVAL Corp | $23.3M | 128K | ▲+1.9% Added · +2K sh | Q2 2026 | |
| 8 | AMERIPRISE FINANCIAL INC | $20.4M | 115K | ▲31× Added · +111K sh | Q1 2026 | |
| 9 | AQR CAPITAL MANAGEMENT LLC | $19.1M | 107K | ▲+21% Added · +19K sh | Q1 2026 | |
| 10 | BANK OF AMERICA CORP /DE/ | $16.8M | 95K | ▲+1.0% Added · +969 sh | Q1 2026 | |
| 11 | Baltimore-Washington Financial Advisors, Inc. | $14.9M | 82K | ▼−73% Reduced · −221K sh | Q2 2026 | |
| 12 | Valmark Advisers, Inc. | $13.4M | 74K | ▲+42% Added · +22K sh | Q2 2026 | |
| 13 | JPMORGAN CHASE & CO | $12.7M | 72K | ▲+61% Added · +27K sh | Q1 2026 | |
| 14 | INTEGRITY ALLIANCE, LLC. | $12.2M | 67K | ▲+4.7% Added · +3K sh | Q2 2026 | |
| 15 | Ethos Financial Group, LLC | $11.9M | 65K | ▲+9.0% Added · +5K sh | Q2 2026 | |
| 16 | STATE STREET CORP | $8.6M | 47K | ▼−8.3% Reduced · −4K sh | Q2 2026 | |
| 17 | FIRST TRUST ADVISORS LP | $8.0M | 45K | ▲New +45K sh | Q1 2026 | |
| 18 | Tempo Wealth, LLC | $7.2M | 39K | ▼−1.0% Reduced · −412 sh | Q2 2026 | |
| 19 | HF Advisory Group, LLC | $6.9M | 38K | ▲+8.4% Added · +3K sh | Q2 2026 | |
| 20 | SEI INVESTMENTS CO | $4.5M | 25K | ▼−5.5% Reduced · −1K sh | Q1 2026 | |
| 21 | RAYMOND JAMES FINANCIAL INC | $4.3M | 24K | ▲+101% Added · +12K sh | Q1 2026 | |
| 22 | Sage Mountain Advisors LLC | $3.4M | 19K | —Held | Q2 2026 | |
| 23 | Journey Advisory Group, LLC | $3.4M | 19K | ▼−1.9% Reduced · −351 sh | Q2 2026 | |
| 24 | UBS Group AG | $3.2M | 18K | ▲+9.3% Added · +2K sh | Q1 2026 | |
| 25 | COMMONWEALTH EQUITY SERVICES, LLC | $3.0M | 17K | ▲+5.8% Added · +925 sh | Q1 2026 |
Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.
Last quarter, 3 funds opened a new position in LGLV and 18 added to an existing one, while 22 reduced and 0 exited entirely — based on 13F filings from active, signal-eligible managers (passive index funds and other mechanical holders are excluded from this count).
| Company | Co-held by | Combined value |
|---|---|---|
| NVIDIA CORPNVDA | 88 funds | $38.5B |
| APPLE INCAAPL | 88 funds | $34.2B |
| MICROSOFT CORPMSFT | 88 funds | $22.7B |
| AMAZON.COM INCAMZN | 87 funds | $18.6B |
| ALPHABET INC-CL AGOOGL | 86 funds | $20.1B |
| SS SPDR S&P 500 ETF TRUST-USSPY | 86 funds | $4.5B |
| JPMORGAN CHASE & COJPM | 85 funds | $10.1B |
| CATERPILLAR INCCAT | 85 funds | $8.6B |
| TESLA INCTSLA | 85 funds | $4.9B |
| VISA INC-CLASS A SHARESV | 84 funds | $5.1B |
| BERKSHIRE HATHAWAY INC-CL BBRK/B | 84 funds | $4.3B |
| META PLATFORMS INC-CLASS AMETA | 83 funds | $10.0B |
Ranked by how many of LGLV's institutional holders also hold each name, a cross-fund conviction signal.
No open-market insider transactions on file yet. Grants, gifts, and exercises live on the full insider page.
No filings captured for this ticker in the live stream yet.
Connected entities for LGLV
This stock page is the public Follow view. For one current, evidence-backed answer, use capital_change_brief through REST or MCP. It compares tracked 13F changes with qualifying Form 4 activity and cites the SEC evidence.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/stocks/LGLV/capital-change-brief"
Use Arkolith's capital_change_brief for LGLV. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
13F holdings + Form 4 insider transactions + end-of-day price history + the live filing stream, joined for LGLV. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.