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Disclosery

LGOV FIRST TR EXCHANGE-TRADED FD

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LNG DUR OPRTUN (fund)

130 managers (132 13F filers) reported a position in LGOV shares at 2025-03-31, 24,934,984 shares in all. 19 filers opened a position and 15 filers sold out during the quarter.

Managers
130
13F filers
132
New
19
Added
50
Reduced
55
Sold out
15
Shares held by filers
24,934,984

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, Q1 2025

Filers in the available 13F reports with a share position at 2025-03-31, 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 LLC3,194,436$68.7M0.03%+268,65713F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY1,447,562$31.1M<0.01%+145,14613F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC1,251,389$26.9M0.01%-115,46013F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding1,238,666$26.6M+37,923Timeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA1,014,631$21.8M<0.01%+149,85013F-HR/ATimelineGroup
GDS Wealth Management980,930$21.1M1.8%+104,64513F-HRTimeline
Financial Enhancement Group LLC1,004,933$21M3.29%+314,62613F-HRTimeline
Cambridge Investment Research Advisors,…884,945$19M0.06%-26,18313F-HRTimeline
HighTower Advisors, LLC864,096$18.6M0.03%+6,64613F-HRTimeline
Csenge Advisory Group855,776$18.2M1.03%+184,69113F-HRTimeline
Brookwood Investment Group LLC720,743$15.5M2.66%13F-HRTimeline
Marshall Financial Group, LLC690,417$14.8M3.24%+13,85013F-HRTimeline
STEPHENS INC /AR/in group Stephens Investment Managemen…685,013$14.7M0.22%+27,19513F-HRTimelineGroup
Walkner Condon Financial Advisors LLC588,451$12.7M2.56%+195,93813F-HRTimeline
Atria Wealth Solutions, Inc.576,685$12.4M0.15%-454,78213F-HRTimeline
VestGen Advisors, LLC507,026$10.9M0.5%13F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC499,259$10.7M0.02%+8,51313F-HRTimeline
Comprehensive Wealth Management, LLC441,843$9.5M6.61%new13F-HRTimeline
Cetera Investment Advisers424,856$9.13M0.02%+35,70113F-HRTimeline
HARBOUR INVESTMENTS, INC.391,445$8.42M0.24%-18,39713F-HRTimeline
Integrated Wealth Concepts LLC364,765$7.84M0.09%new13F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.341,430$7.34M0.02%-11,76313F-HRTimelineGroup
Gladstone Institutional Advisory LLC336,654$7.24M0.34%-34,20313F-HRTimeline
Anderson Financial Strategies, LLC313,481$6.74M4.12%new13F-HRTimeline
AVANTAX ADVISORY SERVICES, INC.254,181$5.46M0.03%+52,70513F-HRTimeline
FIRST TRUST ADVISORS LPin group FIRST TRUST ADVISORS LP240,486$5.17M<0.01%+4,52713F-HRTimelineGroup
Janney Montgomery Scott LLC239,813$5.16M0.01%-127,24913F-HRTimeline
NewEdge Advisors, LLC235,829$5.07M0.03%-5,10513F-HRTimeline
Holistic Financial Partners214,987$4.62M2.23%-20,35713F-HRTimeline
&PARTNERS206,544$4.5M0.05%new13F-HRTimeline
Midwest Financial Network, LLC201,084$4.32M4.32%+5,95213F-HRTimeline
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC150,899$3.24M0.05%+34,83213F-HRTimelineGroup
ASSETMARK, INCin group ASSETMARK, INC141,339$3.04M0.01%-5,77713F-HRTimelineGroup
Bank of New York Mellon Corpin group Bank of New York Mellon Corp140,688$3.02M<0.01%-19,25413F-HRTimelineGroup
Kestra Advisory Services, LLCgroup of 3 filers holding122,163$2.63M-28,323Timeline
Sequent Planning LLC122,037$2.62M0.94%+93313F-HRTimeline
Orion Porfolio Solutions, LLC120,607$2.59M0.03%-74713F-HRTimeline
Orion Portfolio Solutions, LLC120,607$2.59M0.03%-74713F-HR/ATimeline
Prospera Financial Services Inc117,546$2.53M0.06%+10,28113F-HRTimeline
FSB PREMIER WEALTH MANAGEMENT, INC.109,047$2.34M0.91%+10,27613F-HRTimeline
Western Wealth Management, LLC105,291$2.26M0.15%-21,93713F-HRTimeline
Midwest Financial Group LLC102,402$2.2M1.28%-5,82113F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC95,945$2.06M<0.01%+75,94213F-HR/ATimelineGroup
AE Wealth Management LLC94,413$2.03M0.02%-5,09813F-HRTimeline
Visionary Wealth Advisors88,198$1.9M0.11%-40813F-HRTimeline
IFP Advisors, Inc84,235$1.81M0.06%+12,23813F-HRTimeline
TCFG WEALTH MANAGEMENT, LLCin group TCFG Investment Advisors, LLC79,559$1.71M0.86%new13F-HRTimelineGroup
INDEPENDENT FINANCIAL GROUP, LLC78,542$1.69M0.06%-2,48313F-HRTimeline
IAMS WEALTH MANAGEMENT, LLC78,288$1.68M0.77%-12213F-HRTimeline
Kingsview Wealth Management, LLC69,233$1.49M0.03%-9,51613F-HRTimeline
IFG Advisory, LLC68,820$1.48M0.08%-5,55913F-HRTimeline
Investors Research Corp66,954$1.44M0.31%+3013F-HRTimeline
Pinnacle Family Advisors, LLC66,208$1.42M0.77%+3,45113F-HRTimeline
Accel Wealth Management61,627$1.32M0.48%-15,60013F-HRTimeline
Gateway Wealth Partners, LLC61,203$1.32M0.3%+6,57813F-HRTimeline
Park Square Financial Group, LLC59,826$1.29M1.02%-20,35213F-HRTimeline
Centennial Wealth Advisory LLC58,967$1.27M0.46%+6,62413F-HRTimeline
Sigma Planning Corp58,578$1.26M0.04%-27,01813F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP51,133$1.1M<0.01%+4,52613F-HRTimelineGroup
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…47,322$1.02M0.02%+2,79113F-HRTimelineGroup
FLOW TRADERS U.S. LLC47,296$1.02M0.04%+27,18713F-HRTimeline
Snowden Capital Advisors LLC45,805$985K0.03%+25313F-HRTimeline
Maia Wealth LLC45,122$954K0.22%-4,68613F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC43,545$936K0.01%-3,32113F-HRTimelineGroup
Coppell Advisory Solutions LLC42,005$904K0.13%-42,04613F-HRTimeline
Core Wealth Partners LLC41,671$896K0.52%+2,26113F-HRTimeline
Atria Investments, Inc40,258$866K0.01%+20613F-HRTimeline
Arax Advisory Partners40,113$862K0.06%-225,78813F-HRTimeline
Sanctuary Advisors, LLC38,459$827K0.01%-2,96313F-HRTimeline
Belpointe Asset Management LLC36,901$793K0.04%new13F-HRTimeline
Fortis Capital Advisors, LLC36,901$793K0.16%new13F-HRTimeline
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …36,154$777K0.01%-5,16513F-HRTimelineGroup
Ameritas Investment Partners, Inc.in group Ameritas Investment Partners,…35,960$773K0.03%+5,38313F-HRTimelineGroup
PFG Advisors34,381$739K0.04%-10,87313F-HRTimeline
NewEdge Wealth, LLC31,482$677K0.01%-3,14313F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management25,974$558K0.02%-26013F-HRTimelineGroup
Geneos Wealth Management Inc.24,130$519K0.01%-85,96413F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…23,721$510K<0.01%new13F-HRTimelineGroup
LaSalle St. Investment Advisors, LLC23,263$500K0.12%-33713F-HRTimeline
Integrated Advisors Network LLC22,308$480K0.02%-6,55613F-HRTimeline
Perigon Wealth Management, LLC20,387$438K0.01%+1,24413F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…19,799$426K<0.01%+6,78313F-HRTimelineGroup
MML INVESTORS SERVICES, LLC18,861$406K<0.01%+5,82213F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC18,654$401K<0.01%-11,23013F-HRTimelineGroup
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO18,639$401K<0.01%+16,05013F-HRTimelineGroup
Ferguson Shapiro LLC18,403$396K0.15%+55613F-HRTimeline
BlueChip Wealth Advisors LLC16,700$359K0.18%+5,57513F-HRTimeline
RFG Advisory, LLC16,475$354K0.01%+31213F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…16,343$351K<0.01%+2,16913F-HRTimelineGroup
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC16,805$350K0.01%013F-HRTimelineGroup
OLD MISSION CAPITAL LLC16,017$344K0.01%-11,65013F-HRTimeline
GeoWealth Management, LLC15,416$331K0.01%-30613F-HRTimeline
HBK Sorce Advisory LLC14,650$315K0.01%new13F-HRTimeline
Apollon Wealth Management, LLCin group Apollon Wealth Management, LLC13,893$299K0.01%+31813F-HRTimelineGroup
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP12,328$265K<0.01%-31,93413F-HRTimelineGroup
PRIVATE CLIENT SERVICES, LLC11,669$251K0.12%+32713F-HRTimeline
Wealth Management Associates, Inc.10,930$235K0.1%+513F-HRTimeline
Medallion Wealth Advisors, LLC10,688$231K0.1%new13F-HRTimeline
TrueMark Investments, LLCin group TrueMark Investments, LLC10,535$227K0.06%-10,57113F-HRTimelineGroup
HBW ADVISORY SERVICES LLC10,366$223K0.03%new13F-HRTimeline
MBE Wealth Management, LLC10,149$218K0.1%013F-HRTimeline
Synergy Investment Management, LLC9,156$197K0.08%+79513F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\8,128$175K<0.01%-2,50013F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN8,012$172K<0.01%+6,24213F-HRTimelineGroup
COMERICA BANK5,373$116K<0.01%-39013F-HRTimeline
TUCKER ASSET MANAGEMENT LLC5,280$114K0.04%+56913F-HRTimeline
CENTAURUS FINANCIAL, INC.4,942$106K0.01%-40313F-HRTimeline
Rossby Financial, LCC4,442$94.7K0.04%new13F-HRTimeline
GPS Wealth Strategies Group, LLC4,294$92.3K0.01%new13F-HRTimeline
PRIVATE TRUST CO NA3,222$69.3K0.01%-7213F-HRTimeline
Larson Financial Group LLC2,200$47.3K<0.01%013F-HRTimeline
Raleigh Capital Management Inc.2,150$46.2K0.02%+2113F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV2,010$43.2K<0.01%-41,51713F-HRTimeline
Quest 10 Wealth Builders, Inc.1,948$41.9K0.04%-8613F-HRTimeline
CWM, LLCin group CWM, LLC1,344$29K<0.01%-2,08913F-HRTimelineGroup
Allworth Financial LP906$19.2K<0.01%+913F-HRTimeline
Legacy Wealth Managment, LLC/IDin group Legacy Wealth Managment, LLC/…566$12.2K0.01%new13F-HRTimelineGroup
LANARK FINANCIAL, INC.560$12K<0.01%new13F-HRTimeline
CoreCap Advisors, LLC467$10K<0.01%-201,75713F-HRTimeline
Continuum Advisory, LLC450$9.68K<0.01%013F-HRTimeline
N.E.W. Advisory Services LLC420$9.03K<0.01%new13F-HRTimeline
Beacon Capital Management, LLC400$8.6K<0.01%-1,20813F-HRTimeline
Kiker Wealth Management, LLC379$8.15K0.01%new13F-HRTimeline
Wagner Wealth Management, LLC363$7.81K<0.01%+3813F-HRTimeline
AMERICAN NATIONAL BANK & TRUST262$5.63K<0.01%new13F-HRTimeline
Farther Finance Advisors, LLC217$4.69K<0.01%new13F-HRTimeline
UBS Group AGin group UBS Group AG153$3.29K<0.01%-6,23513F-HRTimelineGroup
Transce3nd, LLC146$3.14K<0.01%013F-HRTimeline
DHJJ Financial Advisors, Ltd.5$108<0.01%013F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0-16,91913F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.