LGVAX

ClearBridge Value Fund-AETF
UnclassifiedCUSIP 524686623

No active 13F manager changed its position in LGVAX last quarter.

Tracked 13F holders
2
2 in Q2 2026 filings
13F value (tracked)
$436K
13F moves · latest Q
0 added
0 reduced

Who owns LGVAX?

2 tracked 13F filers · ranked by shares held

2 tracked 13F filers disclose a position in LGVAX as of the latest SEC 13F filings, a combined $436K 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.

#FundSharesPosition valueLast moveAs ofHistory
1Williams Jones Wealth Management, LLC.4K
$398K
Held
Q2 2026
2Westside Investment Management, Inc.364
$38K
Held
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.

Funds that own LGVAX also own

CompanyCo-held byTheir position there
Apple IncAAPL1 funds$26.6M
Vanguard High DVD Yield ETFVYM1 funds$25.7M
Invesco QQQ Trust Series 1QQQ1 funds$22.6M
Vanguard Total Stock MKT ETFVTI1 funds$21.2M
Alphabet Inc-CL AGOOGL1 funds$16.9M
Tutor Perini CorpTPC1 funds$16.5M
Eton Pharmaceuticals IncETON1 funds$15.6M
Amazon.com IncAMZN1 funds$14.4M
Micron Technology IncMU1 funds$12.6M
Ishares Core Msci Eafe ETFIEFA1 funds$11.3M
Alphabet Inc-CL CGOOG1 funds$11.2M
Microsoft CorpMSFT1 funds$10.8M

Ranked by how many of LGVAX's tracked holders also hold each name. The last column is those co-holders' combined reported position in that name, not in LGVAX.

Institutional ownership over time

2 tracked filers in Q2 2026 filings+0 vs Q1 2026
012Q3 2024Q1 2025Q3 2025Q1 2026Q2 2026
tracked filers holding their reported valueQ2 2026 filings: $436K
Each bar counts tracked filers with a position in that quarter's filings, so the newest bar excludes filers still on an earlier quarter. Arkolith's tracked universe has grown over this window; part of any long-run rise is coverage, not new buyers.

Share classes

Class13F holdersValue held
LGVAXthis pageMF2 funds$436K
LMGNXETF1 funds$97.1M
GOBIXMF1 funds$410K

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

Recent filings

0 most recent

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

Keep exploring

Connected entities for LGVAX

Browse more

Build

Ask your agent what changed in LGVAX

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/LGVAX/capital-change-brief"
Ask your agent
Use Arkolith's capital_change_brief for LGVAX.
Tell me what changed, whether insider activity
corroborates it, and cite the SEC evidence.

13F holdings + quarter-over-quarter ownership changes + the live filing stream, joined for LGVAX. Filings are public domain, sourced to SEC EDGAR.