Skip to content
Disclosery

LGOV FIRST TR EXCHANGE-TRADED FD

Follow

LNG DUR OPRTUN (fund)

154 managers (156 13F filers) reported a position in LGOV shares at 2026-06-30, 26,438,871 shares in all. 21 filers opened a position and 13 filers sold out during the quarter.

Managers
154
13F filers
156
New
21
Added
70
Reduced
44
Sold out
13
Shares held by filers
26,438,871

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q2 2026

Filers in the available 13F reports with a share position at 2026-06-30, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
LPL Financial LLC4,147,654$88.8M0.02%-118,01513F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA2,114,701$45.3M0.01%+94,24313F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY1,824,095$39M<0.01%+131,83213F-HRTimelineGroup
GDS Wealth Management1,136,196$24.3M1.16%+50,08713F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC1,052,410$22.5M0.01%+572,77213F-HRTimelineGroup
Stratos Investment Management, LLCin group Stratos Wealth Partners, LTD.1,018,281$21.8M0.79%+82,07813F-HRTimelineGroup
Walkner Condon Financial Advisors LLC937,471$20.1M2.31%+96,71613F-HRTimeline
STEPHENS INC /AR/in group Stephens Investment Managemen…873,428$18.7M0.21%+2,71613F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding852,267$18.2M+14,547Timeline
Cetera Investment Advisers834,214$17.9M0.02%+67,13213F-HRTimeline
Integrated Wealth Concepts LLC789,892$16.9M0.08%+296,80613F-HRTimeline
Cambridge Investment Research Advisors,…735,433$15.7M0.04%-71,92313F-HR/ATimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…571,686$12.2M0.1%+35,41213F-HRTimelineGroup
Financial Enhancement Group LLC494,720$10.6M1.26%-3,76513F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC459,940$9.84M<0.01%-555,29013F-HRTimelineGroup
Csenge Advisory Group457,557$9.79M0.4%-678,24313F-HRTimeline
FIRST TRUST ADVISORS LPin group FIRST TRUST ADVISORS LP434,003$9.29M0.01%+39,47713F-HRTimelineGroup
Anderson Financial Strategies, LLC368,715$7.76M4.03%+29,47513F-HRTimeline
Tidemark, LLC350,699$7.5M1.69%-249,76913F-HRTimeline
Kingsview Wealth Management, LLC311,802$6.67M0.08%+15,13813F-HRTimeline
&PARTNERS309,722$6.63M0.03%+94,31113F-HRTimeline
Centennial Wealth Advisory LLC261,399$5.59M1.21%-133,09513F-HRTimeline
Heck Capital Advisors, LLC255,230$5.46M0.33%new13F-HRTimeline
Farther Finance Advisors, LLC236,943$5.07M0.04%-35,54313F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.221,507$4.74M0.01%+95,11713F-HRTimelineGroup
NewEdge Advisors, LLC206,018$4.41M0.01%-26,96613F-HRTimeline
VAQUERO PRIVATE WEALTH, LTD205,385$4.4M0.9%13F-HRTimeline
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC198,691$4.25M0.04%+9,34513F-HRTimelineGroup
OLD MISSION CAPITAL LLC195,709$4.19M0.11%new13F-HRTimeline
TSFG, LLC195,116$4.17M0.53%-69,31913F-HRTimeline
Marshall Financial Group, LLC191,848$4.11M0.6%-504,42913F-HRTimeline
Kestra Advisory Services, LLCgroup of 2 filers holding184,072$3.94M+10,771Timeline
Midwest Financial Network, LLC183,001$3.92M2.67%-40,87313F-HRTimeline
HRT FINANCIAL LP178,317$3.81M0.01%new13F-HRTimeline
Comprehensive Wealth Management, LLC168,729$3.61M1.65%-89,28513F-HRTimeline
Janney Montgomery Scott LLC157,336$3.37M0.01%+9,03513F-HRTimeline
FSB PREMIER WEALTH MANAGEMENT, INC.148,365$3.18M0.89%+9,61613F-HRTimeline
Prospera Financial Services Inc142,186$3.04M0.04%-6,27213F-HRTimeline
Midwest Financial Group LLC134,827$2.89M1.01%+8,94913F-HRTimeline
ARVEST INVESTMENTS, INC.129,401$2.77M0.33%+19,81413F-HRTimeline
IAMS WEALTH MANAGEMENT, LLC127,861$2.74M0.82%+18,61913F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC124,590$2.67M<0.01%new13F-HRTimelineGroup
Gladstone Institutional Advisory LLC113,789$2.44M0.08%-30,08813F-HRTimeline
Holistic Financial Partners113,218$2.42M1.48%-42,21713F-HRTimeline
Mutual Advisors, LLC112,137$2.4M0.05%new13F-HRTimeline
MGO ONE SEVEN LLC104,717$2.24M0.04%+2,90613F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC104,410$2.23M<0.01%+5,77713F-HRTimelineGroup
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC102,955$2.2M<0.01%+73,75613F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC98,736$2.11M<0.01%+7,48113F-HRTimeline
TCFG Investment Advisors, LLCin group TCFG Investment Advisors, LLC78,466$1.68M0.57%+2713F-HRTimelineGroup
INDEPENDENT FINANCIAL GROUP, LLC76,705$1.64M0.03%-24,07613F-HRTimeline
Bank of New York Mellon Corpin group Bank of New York Mellon Corp64,260$1.38M<0.01%+2,94713F-HRTimelineGroup
Investors Research Corp63,225$1.35M0.24%-1,98813F-HRTimeline
AE Wealth Management LLC60,125$1.29M0.01%-6,19913F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP58,423$1.25M<0.01%-76013F-HRTimelineGroup
Orion Porfolio Solutions, LLC57,066$1.22M0.01%+3,16713F-HRTimeline
IFG Advisory, LLC56,618$1.21M0.04%new13F-HRTimeline
Accel Wealth Management50,342$1.08M0.24%-25,97613F-HRTimeline
Ameritas Investment Partners, Inc.in group Ameritas Investment Partners,…45,841$981K0.03%+2413F-HRTimelineGroup
Foundations Investment Advisors, LLC42,288$905K0.01%+19,40213F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC39,613$848K0.01%-11813F-HRTimelineGroup
HARBOUR INVESTMENTS, INC.35,841$767K0.01%+8,52013F-HRTimeline
Steward Partners Investment Advisory, L…34,701$743K<0.01%+8,53413F-HRTimeline
Arax Advisory Partners33,886$725K<0.01%013F-HRTimeline
Sanctuary Advisors, LLC32,077$686K<0.01%+1,06813F-HRTimeline
HighTower Advisors, LLC31,758$680K<0.01%-245,10113F-HRTimeline
Maia Wealth LLC31,703$678K0.1%-1,01513F-HRTimeline
MML INVESTORS SERVICES, LLC31,381$672K<0.01%+16,41713F-HRTimeline
Pinnacle Family Advisors, LLC30,926$662K0.28%+1,34013F-HRTimeline
Gateway Wealth Partners, LLC30,598$655K0.04%-2,66213F-HRTimeline
IFS Group,LLC30,372$650K0.89%+6,39713F-HRTimeline
BAM Wealth Management, LLC29,786$637K0.4%+9,29513F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…27,117$580K<0.01%-23913F-HRTimelineGroup
Western Wealth Management, LLC26,359$564K0.02%-5,00713F-HRTimeline
LaSalle St. Investment Advisors, LLC25,042$536K0.07%-29313F-HRTimeline
Providence First Trust Co23,641$506K0.14%new13F-HRTimeline
Dynamic Advisor Solutions LLC23,623$506K0.01%new13F-HRTimeline
Sequent Planning LLC23,456$502K0.11%-99,92413F-HRTimeline
Atria Investments, Inc23,207$497K<0.01%+2,43513F-HRTimeline
RFG Advisory, LLC22,819$488K0.01%+513F-HRTimeline
IFP Advisors, Inc21,980$470K0.01%-1,44313F-HRTimeline
Aurora Private Wealth, Inc.20,945$448K0.28%-66913F-HRTimeline
Capital CS Group, LLC20,579$440K0.64%new13F-HRTimeline
Perigon Wealth Management, LLC20,468$438K0.01%-2613F-HRTimeline
BlueChip Wealth Advisors LLC20,121$431K0.16%013F-HRTimeline
Snowden Capital Advisors LLC18,079$387K0.01%-21,41413F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management18,018$386K0.01%+29913F-HRTimelineGroup
Rossby Financial, LCC17,952$384K0.07%+9613F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC17,833$382K<0.01%-73313F-HRTimelineGroup
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…17,678$378K<0.01%+3,20013F-HRTimelineGroup
Pine Valley Investments Ltd Liability Co16,086$344K0.01%+1,50213F-HRTimeline
KKM Financial LLC15,061$322K0.04%+74713F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…14,668$314K<0.01%-69,42313F-HRTimelineGroup
NOVEM GROUP13,959$299K0.03%+1,37113F-HRTimeline
Integrated Advisors Network LLC13,664$292K0.01%-2,27513F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.13,280$284K<0.01%-88213F-HRTimelineGroup
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO12,861$278K<0.01%-1,13513F-HRTimelineGroup
Medallion Wealth Advisors, LLC12,700$272K0.09%-54313F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC12,469$267K<0.01%-1,72313F-HRTimelineGroup
Private Advisor Group, LLC12,448$266K<0.01%new13F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP12,140$260K<0.01%+30713F-HRTimelineGroup
Faithward Advisors, LLC11,903$255K0.03%-5,29913F-HRTimeline
Asset Allocation Strategies LLC11,274$241K0.04%new13F-HRTimeline
World Investment Advisors10,604$228K<0.01%+25913F-HRTimeline
Park Square Financial Group, LLC10,330$221K2%-12,73713F-HRTimeline
StoneX Group Inc.in group StoneX Group Inc.10,257$220K0.01%new13F-HRTimelineGroup
Wealth Management Associates, Inc.10,165$218K0.06%013F-HRTimeline
MBE Wealth Management, LLC10,149$217K0.08%013F-HRTimeline
HBK Sorce Advisory LLC10,153$214K<0.01%+18813F-HRTimeline
Geneos Wealth Management Inc.9,611$206K<0.01%+1,80013F-HRTimeline
CENTAURUS FINANCIAL, INC.8,124$174K0.01%013F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\8,128$174K<0.01%013F-HRTimelineGroup
NI ACQUISITIONS COMPANY, LLC6,206$133K0.06%13F-HRTimeline
PRIVATE TRUST CO NA4,428$94.8K0.01%+10413F-HRTimeline
Pinnacle Bancorp, Inc.4,148$88.8K0.02%013F-HRTimeline
TUCKER ASSET MANAGEMENT LLC4,010$85.8K0.02%-26613F-HRTimeline
Synergy Investment Management, LLC3,797$81.2K0.02%013F-HRTimeline
Global Retirement Partners, LLC2,717$58.1K<0.01%13F-HRTimeline
NFSG Corp2,701$57.8K0.01%+57713F-HRTimeline
Larson Financial Group LLC2,200$47.1K<0.01%013F-HRTimeline
TOUNJIAN ADVISORY PARTNERS, LLC2,172$46.5K0.02%new13F-HRTimeline
Raleigh Capital Management Inc.1,952$41.8K0.01%+2113F-HRTimeline
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…1,863$39.9K<0.01%+70413F-HRTimelineGroup
Quest 10 Wealth Builders, Inc.1,561$33.4K0.03%+33113F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN1,501$32.1K<0.01%+113F-HRTimelineGroup
AdvisorNet Financial, Inc1,453$31.1K<0.01%+1,44013F-HRTimeline
Allworth Financial LP955$20.4K<0.01%+1113F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…916$19.6K<0.01%+58913F-HRTimeline
Cullen/Frost Bankers, Inc.in group Cullen/Frost Bankers, Inc.738$15.8K<0.01%+36713F-HRTimelineGroup
LANARK FINANCIAL, INC.723$15.5K<0.01%013F-HRTimeline
MPWM ADVISORY SOLUTIONS, LLC643$13.8K0.01%013F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV467$10K<0.01%+513F-HRTimeline
Keating Financial Advisory Services, In…454$9.72K<0.01%+23613F-HRTimeline
Continuum Advisory, LLC450$9.63K<0.01%new13F-HRTimeline
Parallel Advisors, LLC433$9.27K<0.01%-2613F-HRTimeline
Ashton Thomas Private Wealth, LLC428$9.16K<0.01%+3813F-HRTimeline
WHITTIER TRUST CO OF NEVADA INC385$8.17K<0.01%013F-HRTimeline
Coppell Advisory Solutions LLC23,548$7.25K<0.01%new13F-HRTimeline
Key Capital Management, INC274$5.86K<0.01%+1713F-HRTimeline
AMERICAN NATIONAL BANK & TRUST262$5.61K<0.01%013F-HRTimeline
Mowery & Schoenfeld Wealth Management, …260$5.56K0.01%new13F-HRTimeline
Lloyd Advisory Services, LLC.232$4.96K<0.01%new13F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP189$4.08K<0.01%new13F-HRTimelineGroup
AMERIFLEX GROUP, INC.146$3.12K<0.01%013F-HRTimeline
Signature Equity Partners, LLC99$2.12K<0.01%+3013F-HRTimeline
Wagner Wealth Management, LLC82$1.75K<0.01%+113F-HRTimeline
Silver Grove Financial Group, Inc.46$984<0.01%new13F-HRTimeline
Capital Investment Advisory Services, L…30$642<0.01%+213F-HRTimeline
Strive Financial Group ,LLC23$492<0.01%new13F-HR/ATimeline
Allspring Global Investments Holdings, …in group Allspring Global Investments …18$392<0.01%new13F-HRTimelineGroup
Smartleaf Asset Management LLC14$303<0.01%013F-HRTimeline
BNP PARIBAS FINANCIAL MARKETSin group BNP PARIBAS FINANCIAL MARKETS10$214<0.01%013F-HRTimelineGroup
DHJJ Financial Advisors, Ltd.5$107<0.01%013F-HRTimeline
SBI Securities Co., Ltd.1$21<0.01%013F-HRTimeline