LGOV
name pending profile ingest
Momentum inputs (comparable managers): holder breadth 0.0% · share flow -0.4% · net new positions 0.0% — formula
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q4 2025
| Quarter | Holders | Δ | Shares | Reported value | New | Exits |
|---|---|---|---|---|---|---|
| Q2 2026 | 30 | +4 | 12.82M | $274.33M | +4 | — |
| Q1 2026 | 27 | +3 | 12.38M | $267.09M | +3 | — |
| Q4 2025 | 24 | 0 | 10.72M | $234.09M | — | — |
| Q3 2025 | 3 | 0 | 1.32M | $28.69M | — | — |
| Q2 2025 | 1 | +1 | 253.28K | $5.43M | +1 | — |
| Q4 2024 | 1 | +1 | 489.77K | $10.21M | +1 | — |
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | LPL Financial LLC | 3.89M | — | $84.90M | 0.0% | n/c | 1 | SEC ↗ |
| 2 | Royal Bank Of Canada | 1.86M | — | $40.52M | 0.0% | n/c | 1 | SEC ↗ |
| 3 | Royal Bank Of Canada | 1.86M | — | $40.52M | 0.0% | n/c | 1 | SEC ↗ |
| 4 | Raymond James Financial Inc | 1.26M | — | $27.41M | 0.0% | n/c | 1 | SEC ↗ |
| 5 | Raymond James Financial Inc | 1.26M | — | $27.41M | 0.0% | n/c | 1 | SEC ↗ |
| 6 | Raymond James Financial Inc | 1.26M | — | $27.41M | 0.0% | n/c | 1 | SEC ↗ |
| 7 | Morgan Stanley ✦ | 1.22M | +4.8% | $26.72M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 8 | Morgan Stanley ✦ | 1.22M | +4.8% | $26.72M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 9 | Envestnet Asset Management Inc | 720.15K | — | $15.72M | 0.0% | n/c | 1 | SEC ↗ |
| 10 | Cetera Investment Advisers | 559.09K | — | $12.20M | 0.0% | n/c | 1 | SEC ↗ |
| 11 | HighTower Advisors, LLC | 369.99K | — | $8.08M | 0.0% | n/c | 1 | SEC ↗ |
| 12 | First Trust Advisors Lp | 259.28K | — | $5.66M | 0.0% | n/c | 1 | SEC ↗ |
| 13 | Osaic Holdings, Inc. | 144.25K | — | $3.15M | 0.0% | n/c | 1 | SEC ↗ |
| 14 | Osaic Holdings, Inc. | 144.25K | — | $3.15M | 0.0% | n/c | 1 | SEC ↗ |
| 15 | Osaic Holdings, Inc. | 144.25K | — | $3.15M | 0.0% | n/c | 1 | SEC ↗ |
| 16 | Assetmark, Inc | 88.61K | — | $1.93M | 0.0% | n/c | 1 | SEC ↗ |
| 17 | Truist Financial Corp | 73.33K | — | $1.60M | 0.0% | n/c | 1 | SEC ↗ |
| 18 | Bank of New York Mellon Corp | 60.10K | — | $1.31M | 0.0% | n/c | 1 | SEC ↗ |
| 19 | Bank of New York Mellon Corp | 60.10K | — | $1.31M | 0.0% | n/c | 1 | SEC ↗ |
| 20 | Commonwealth Equity Services, Llc | 50.23K | — | $1.10M | 0.0% | n/c | 1 | SEC ↗ |
| 21 | Citadel Advisors ✦ | 34.25K | -70.8% | $747,743 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 22 | Rockefeller Capital Management L.P. | 26.80K | — | $585,065 | 0.0% | n/c | 1 | SEC ↗ |
| 23 | Us Bancorp \De\ | 19.05K | — | $415,884 | 0.0% | n/c | 1 | SEC ↗ |
| 24 | Mml Investors Services, Llc | 18.79K | — | $410,101 | 0.0% | n/c | 1 | SEC ↗ |
| 25 | Pnc Financial Services Group, Inc. | 18.39K | — | $401,483 | 0.0% | n/c | 1 | SEC ↗ |
| 26 | JPMorgan Chase ✦ | 16.81K | -50.6% | $366,963 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 27 | JPMorgan Chase ✦ | 16.81K | -50.6% | $366,963 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 28 | JPMorgan Chase ✦ | 16.81K | -50.6% | $366,963 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 29 | Ameriprise Financial Inc | 14.50K | — | $316,600 | 0.0% | n/c | 1 | SEC ↗ |
| 30 | Stifel Financial Corp | 14.30K | — | $312,082 | 0.0% | n/c | 1 | SEC ↗ |
| 31 | Wells Fargo & Company/Mn | 9.54K | — | $208,141 | 0.0% | n/c | 1 | SEC ↗ |
| 32 | Wells Fargo & Company/Mn | 9.54K | — | $208,141 | 0.0% | n/c | 1 | SEC ↗ |
| 33 | Cwm, Llc | 679 | — | $15,000 | 0.0% | n/c | 1 | SEC ↗ |
| 34 | Bnp Paribas Financial Markets | 10 | — | $218 | 0.0% | n/c | 1 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value — the conviction measure. ✦ = curated manager.
New buyers
| No new tracked buyers this quarter. |
Exited
| No tracked exits this quarter. |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 144 holders, 26.27M shares, $535.78M reported. This is a different, older period than the tracked-universe figures above and the two are never mixed.
What else this security's tracked holders most often hold — shared-ownership counts, not fundamental relationships.