LGOV

First TR Long Duration O-ETFETF
UnclassifiedUSCUSIP 33738D606◍ Confluence graph
Tracked 13F Holders
143
-33 QoQ
13F Value (tracked)
$522.2M
13F Moves · latest Q
26 added
18 trimmed
Recent Filings
15

Who owns LGOV?

143 tracked 13F filers

143 tracked 13F filers disclose a position in LGOV as of the latest SEC 13F filings, a combined $522.2M 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.

#FundPosition valueSharesLast moveAs ofHistory
1LPL Financial LLC
$92.0M
4.3M
+9.7%
Added · +377K sh
Q1 2026
2ROYAL BANK OF CANADA
$43.6M
2.0M
+8.8%
Added · +164K sh
Q1 2026
3MORGAN STANLEY
$36.5M
1.7M
+38%
Added · +468K sh
Q1 2026
4GDS Wealth Management
$24.3M
1.1M
+4.6%
Added · +50K sh
Q2 2026
5Stratos Investment Management, LLC
$21.8M
1.0M
+8.8%
Added · +82K sh
Q2 2026
6RAYMOND JAMES FINANCIAL INC
$21.9M
1.0M
−19%
Reduced · −240K sh
Q1 2026
7Walkner Condon Financial Advisors LLC
$20.1M
937K
+12%
Added · +97K sh
Q2 2026
8STEPHENS INC /AR/
$18.7M
873K
+0.3%
Added · +3K sh
Q2 2026
9ENVESTNET ASSET MANAGEMENT INC
$17.5M
813K
+13%
Added · +92K sh
Q1 2026
10Integrated Wealth Concepts LLC
$16.9M
790K
+60%
Added · +297K sh
Q2 2026
11Cetera Investment Advisers
$16.5M
767K
+37%
Added · +208K sh
Q1 2026
12Concurrent Investment Advisors, LLC
$12.2M
572K
+6.6%
Added · +35K sh
Q2 2026
13Financial Enhancement Group LLC
$10.6M
495K
−0.8%
Reduced · −4K sh
Q2 2026
14CITADEL ADVISORS LLC
$10.3M
480K
14×
Added · +445K sh
Q1 2026
15Csenge Advisory Group
$9.8M
458K
−60%
Reduced · −678K sh
Q2 2026
16FIRST TRUST ADVISORS LP
$8.5M
395K
+52%
Added · +135K sh
Q1 2026
17Anderson Financial Strategies, LLC
$7.8M
369K
+8.7%
Added · +29K sh
Q2 2026
18Tidemark, LLC
$7.5M
351K
−42%
Reduced · −250K sh
Q2 2026
19Kingsview Wealth Management, LLC
$6.7M
312K
+5.1%
Added · +15K sh
Q2 2026
20&PARTNERS
$6.6M
310K
+44%
Added · +94K sh
Q2 2026
21HighTower Advisors, LLC
$6.0M
277K
−25%
Reduced · −93K sh
Q1 2026
22Farther Finance Advisors, LLC
$5.9M
272K
+10%
Added · +25K sh
Q1 2026
23Centennial Wealth Advisory LLC
$5.6M
261K
−34%
Reduced · −133K sh
Q2 2026
24Heck Capital Advisors, LLC
$5.5M
255K
New
+255K sh
Q2 2026
25NewEdge Advisors, LLC
$4.4M
206K
−12%
Reduced · −27K sh
Q2 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.

Is LGOV being bought or sold by institutions?

Last quarter, 5 funds opened a new position in LGOV and 21 added to an existing one, while 18 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).

Opened (NEW)
5
funds
Added
21
funds
Reduced
18
funds
Exited
0
funds

Funds that own LGOV also own

CompanyCo-held byCombined value
NVIDIA CORPNVDA75 funds$11.0B
APPLE INCAAPL74 funds$9.2B
MICROSOFT CORPMSFT74 funds$5.4B
ALPHABET INC-CL AGOOGL74 funds$4.3B
SS SPDR S&P 500 ETF TRUST-USSPY74 funds$3.3B
JPMORGAN CHASE & COJPM73 funds$2.5B
AMAZON.COM INCAMZN72 funds$5.8B
ALPHABET INC-CL CGOOG72 funds$3.4B
JOHNSON & JOHNSONJNJ72 funds$1.6B
ISHARES CORE S&P 500 ETFIVV71 funds$8.1B
INVESCO QQQ TRUST SERIES 1QQQ71 funds$3.2B
META PLATFORMS INC-CLASS AMETA71 funds$2.9B

Ranked by how many of LGOV's institutional holders also hold each name, a cross-fund conviction signal.

Institutional ownership over time

94 funds+7 since Q3 2024
064127Q3 2024Q1 2025Q3 2025Q1 2026Q2 2026
funds holding aggregate valuelatest $237.9M

Share classes

Class13F holdersValue held
EMLPcs349 funds$2.8B
RDVImc283 funds$1.7B
FTSLmc273 funds$1.5B
HYLSmc201 funds$936.9M
FTCBmc183 funds$1.7B
FSIGmc155 funds$957.6M
LGOVthis pagemc143 funds$522.2M
FIIGmc125 funds$484.4M

Same issuer, multiple share classes. The consensus leaderboards count this company once across all classes; this is the per-class detail.

Recent filings

15 shown

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Connected entities for LGOV

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Ask your agent what changed in LGOV

This ETF 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.

Copy-paste
curl -H "Authorization: Bearer YOUR_API_KEY" \
  "https://arkolith.com/api/v1/stocks/LGOV/capital-change-brief"
Ask your agent
Use Arkolith's capital_change_brief for LGOV.
Tell me what changed, whether insider activity
corroborates it, and cite the SEC evidence.

13F holdings + quarter-over-quarter ownership changes + end-of-day price history + the live filing stream, joined for LGOV. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.