LGLV

SPDR US LC LOW VOL IDX
USCUSIP 78468R804
Institutional Owners
53
+1 QoQ
13F Value Held
$494.5M
Insider Net · 180d
$0
0↑ 0↓
Recent Filings
0
Smart-money sentimentMixed
BearishBullish
13F funds (latest Q)26 adding · 23 trimming
Insider net (180d)+$0
Price history not yet available for LGLV.

Top institutional holders

53 13F filers
#FundPosition valueSharesLast moveAs of
1CWM, LLC
$317.7M
1.78MReducedQ1 2026
2Gerber Kawasaki Wealth & Investment Management
$55.1M
309.0KReducedQ1 2026
3Baltimore-Washington Financial Advisors, Inc.
$53.9M
302.9KAddedQ1 2026
4IEQ CAPITAL, LLC
$14.3M
80.1KAddedQ1 2026
5INTEGRITY ALLIANCE, LLC.
$11.4M
64.2KAddedQ1 2026
6Valmark Advisers, Inc.
$9.3M
52.3KAddedQ1 2026
7STATE STREET CORP
$9.2M
51.7KReducedQ1 2026
8WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
$2.2M
12.3KReducedQ1 2026
9Daiwa Securities Group Inc.
$2.1M
11.8KAddedQ1 2026
10Gateway Wealth Partners, LLC
$2.0M
11.3KAddedQ1 2026
11Pallas Capital Advisors LLC
$1.9M
10.5KReducedQ1 2026
12VestGen Advisors, LLC
$1.0M
5.8KReducedQ1 2026
13IHT Wealth Management, LLC
$1.0M
5.7KReducedQ1 2026
14Private Advisor Group, LLC
$1.0M
5.6KReducedQ1 2026
15Integrated Wealth Concepts LLC
$862K
4.8KAddedQ1 2026
16Strategic Blueprint, LLC
$839K
4.7KReducedQ1 2026
17Rockefeller Capital Management L.P.
$809K
4.6KNewQ4 2025
18Empirical Financial Services, LLC d.b.a. Empirical Wealth Ma
$687K
3.9KHeldQ1 2026
19Mutual Advisors, LLC
$625K
3.5KReducedQ1 2026
20J.W. COLE ADVISORS, INC.
$556K
3.4KNewQ4 2025
21Composition Wealth, LLC
$550K
3.1KReducedQ1 2026
22Compound Planning, Inc.
$547K
3.1KReducedQ1 2026
23CREATIVE FINANCIAL DESIGNS INC /ADV
$495K
2.8KNewQ4 2025
24Ameritas Advisory Services, LLC
$483K
2.7KReducedQ1 2026
25MML INVESTORS SERVICES, LLC
$462K
2.6KReducedQ1 2026

Fund activity — latest quarter

Opened (NEW)
13
funds
Added
13
funds
Reduced
21
funds
Exited
2
funds

Insider activity (Form 4)

No Form 4 insider transactions on file yet.

Institutional ownership over time

47 funds+46 since Q4 2023
02447Q4 2023Q2 2024Q4 2024Q2 2025Q4 2025Q1 2026
funds holding aggregate valuelatest $493M

Funds that own LGLV also own

CompanyCo-held byCombined value
Nvidia CorpNVDA53 funds$191.9B
Apple IncAAPL53 funds$170.6B
Microsoft CorpMSFT53 funds$127.9B
Amazon.com IncAMZN53 funds$92.6B
Broadcom IncAVGO53 funds$66.8B
Alphabet Inc Cl CGOOG53 funds$59.0B
Meta Platforms Inc Cl AMETA53 funds$57.7B
Tesla IncTSLA53 funds$46.2B
Jpmorgan Chase & CoJPM53 funds$42.2B
Bershire Hathaway inc DelBRK/B53 funds$40.0B
Exxon Mobil CorpXOM53 funds$39.5B
Johnson & JohnsonJNJ53 funds$35.9B

Ranked by how many of LGLV's institutional holders also hold each name — a cross-fund conviction signal. Via the MCP server (ticker.co_held).

Recent filings

0 shown

No filings captured for this ticker in the live stream yet.

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. Every panel above is one call to the Arkolith API & MCP server.