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Security record · archived quarter

LGOV

name pending profile ingest

Q2 2026 Q1 2026 Q4 2025 Q3 2025 Q2 2025 Q4 2024
24Tracked holders
0Δ holders
10.72MShares held
$234.09MReported value
+0New positions
−0Exits
Stable 2 quarters of rising tracked shares ●●○○○○ How these are computed → Explain this at the Research Desk →

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

Ownership over time
QuarterHoldersΔSharesReported valueNewExits
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
Holder count
Who holds it · Q4 2025
#ManagerSharesΔ sharesValueTheir weightHeld
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.

Frequently co-owned

What else this security's tracked holders most often hold — shared-ownership counts, not fundamental relationships.

Provenance: Ownership from parsed 13F common-stock positions (tracked universe, comparable sets for changes); insider rows from Forms 3/4/5; stakes from Schedules 13D/13G; every filing links to its original on SEC EDGAR. Reporting period: Q4 2025 · Methodology · Get this via the API