Skip to content
Disclosery

LGOV FIRST TR EXCHANGE-TRADED FD

Follow

LNG DUR OPRTUN (fund)

136 managers (138 13F filers) reported a position in LGOV shares at 2025-12-31, 25,368,854 shares in all. 18 filers opened a position and 8 filers sold out during the quarter.

Managers
136
13F filers
138
New
18
Added
61
Reduced
42
Sold out
8
Shares held by filers
25,368,854

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, Q4 2025

Filers in the available 13F reports with a share position at 2025-12-31, 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 LLC3,889,011$84.9M0.02%+401,56013F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA1,856,245$40.5M0.01%+69,80113F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC1,255,655$27.4M0.01%-422,61013F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY1,224,161$26.7M<0.01%+56,37013F-HR/ATimelineGroup
Comprehensive Wealth Management, LLC1,142,264$24.9M14.71%-309,04713F-HRTimeline
GDS Wealth Management1,045,275$22.8M1.43%-26,51713F-HRTimeline
Csenge Advisory Group974,216$21.3M0.96%+56,70413F-HRTimeline
Walkner Condon Financial Advisors LLC842,312$18.4M2.55%+164,93413F-HRTimeline
Cambridge Investment Research Advisors,…781,716$17.1M0.05%-24,77613F-HRTimeline
Financial Enhancement Group LLC773,034$16.8M2.19%-296,36613F-HRTimeline
Stratos Investment Management, LLCin group Stratos Wealth Partners, LTD.756,610$16.5M0.66%+21,40413F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding753,284$16.4M+41,612Timeline
Marshall Financial Group, LLC716,276$15.6M3.03%+28,49213F-HRTimeline
STEPHENS INC /AR/in group Stephens Investment Managemen…671,371$14.7M0.18%+19,22913F-HRTimelineGroup
Integrated Wealth Concepts LLC655,358$14.3M0.17%+26,05413F-HRTimeline
Tidemark, LLC566,126$12.4M3.51%new13F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…564,951$12.3M0.14%+517,28313F-HRTimelineGroup
Cetera Investment Advisers559,085$12.2M0.01%+132,28613F-HRTimeline
HighTower Advisors, LLC369,993$8.08M0.01%-241,57513F-HRTimeline
Anderson Financial Strategies, LLC335,797$7.33M4.26%+11,70213F-HRTimeline
Kingsview Wealth Management, LLC310,968$6.79M0.1%+246,04713F-HRTimeline
TSFG, LLC259,713$5.67M0.85%+74,22713F-HRTimeline
FIRST TRUST ADVISORS LPin group FIRST TRUST ADVISORS LP259,278$5.66M<0.01%+46,44513F-HRTimelineGroup
Farther Finance Advisors, LLC247,321$5.4M0.06%+8,00213F-HRTimeline
Midwest Financial Network, LLC238,565$5.21M4.02%+8,43513F-HRTimeline
&PARTNERS221,203$4.83M0.03%-3,04513F-HRTimeline
NewEdge Advisors, LLC218,811$4.78M0.02%-5,96413F-HRTimeline
Centennial Wealth Advisory LLC188,773$4.12M1.09%+88613F-HRTimeline
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC179,679$3.92M0.04%+58,20113F-HRTimelineGroup
Kestra Advisory Services, LLCgroup of 2 filers holding165,928$3.62M-388Timeline
ARVEST INVESTMENTS, INC.161,565$3.53M0.5%-123,31213F-HRTimeline
Gladstone Institutional Advisory LLC156,668$3.42M0.13%-44,16113F-HRTimeline
Holistic Financial Partners152,141$3.32M1.2%+6,86913F-HRTimeline
Janney Montgomery Scott LLC144,330$3.15M0.01%-13,13113F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.144,247$3.15M<0.01%-154,79713F-HRTimelineGroup
Prospera Financial Services Inc138,769$3.03M0.05%+8,79013F-HRTimeline
FSB PREMIER WEALTH MANAGEMENT, INC.134,420$2.93M0.93%+5,68713F-HRTimeline
Sequent Planning LLC124,471$2.72M0.69%-3,29313F-HRTimeline
Midwest Financial Group LLC121,514$2.65M1.17%+30,51113F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC107,264$2.34M0.05%-2,69513F-HRTimeline
IAMS WEALTH MANAGEMENT, LLC100,328$2.19M0.79%+47,70813F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC88,612$1.93M<0.01%-8,30413F-HRTimelineGroup
MGO ONE SEVEN LLC83,349$1.82M0.04%new13F-HRTimeline
TCFG WEALTH MANAGEMENT, LLCin group TCFG Investment Advisors, LLC78,283$1.71M0.67%+7013F-HRTimelineGroup
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP73,329$1.6M<0.01%+8,68013F-HRTimelineGroup
Accel Wealth Management72,293$1.58M0.43%+10,01113F-HRTimeline
AE Wealth Management LLC67,159$1.47M0.01%-4,72013F-HRTimeline
Investors Research Corp65,213$1.42M0.26%-1,54813F-HRTimeline
IFG Advisory, LLC60,440$1.32M0.06%-2,78513F-HRTimeline
Bank of New York Mellon Corpin group Bank of New York Mellon Corp60,096$1.31M<0.01%-2,51313F-HRTimelineGroup
Orion Porfolio Solutions, LLC52,752$1.15M0.01%+1,49613F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC50,232$1.1M<0.01%-476,71213F-HRTimeline
Ameritas Investment Partners, Inc.group of 2 filers holding44,184$965K+1,987Timeline
SILVER OAK SECURITIES, INCORPORATED40,080$880K0.06%+57313F-HRTimeline
FLOW TRADERS U.S. LLC39,447$861K0.03%new13F-HRTimeline
Snowden Capital Advisors LLC38,377$838K0.02%-39613F-HRTimeline
Maia Wealth LLC35,803$794K0.14%-7,28413F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC34,253$748K<0.01%-83,12213F-HRTimelineGroup
Arax Advisory Partners33,885$740K0.02%new13F-HRTimeline
IFP Advisors, Inc30,972$676K0.02%-2,06213F-HRTimeline
Pinnacle Family Advisors, LLC30,371$663K0.29%-56313F-HRTimeline
Western Wealth Management, LLC30,136$658K0.03%+3,76813F-HRTimeline
Sanctuary Advisors, LLC29,930$653K<0.01%+17813F-HRTimeline
Belpointe Asset Management LLC29,883$652K0.02%-8,48813F-HRTimeline
Fortis Capital Advisors, LLC29,883$652K0.1%-8,48813F-HRTimeline
HARBOUR INVESTMENTS, INC.28,724$627K0.01%+67913F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…26,800$585K<0.01%+52213F-HR/ATimelineGroup
Coppell Advisory Solutions LLC25,487$559K0.06%+2,19613F-HRTimeline
LaSalle St. Investment Advisors, LLC25,506$556K0.09%-23813F-HRTimeline
Steward Partners Investment Advisory, L…24,207$528K<0.01%+30913F-HRTimeline
RFG Advisory, LLC21,128$461K0.01%+71013F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC21,122$461K<0.01%+3,10413F-HRTimelineGroup
Park Square Financial Group, LLC20,732$432K2.56%-13,81113F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\19,051$416K<0.01%+4,14213F-HRTimelineGroup
MML INVESTORS SERVICES, LLC18,786$410K<0.01%+1,77213F-HRTimeline
Integrated Advisors Network LLC18,706$408K0.02%-6,58313F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…18,391$401K<0.01%+65213F-HRTimelineGroup
Atria Investments, Inc17,894$391K<0.01%+1,08313F-HRTimeline
Balefire, LLC17,455$381K0.07%new13F-HRTimeline
Rossby Financial, LCC17,080$373K0.12%-38013F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO16,810$367K<0.01%-19513F-HRTimelineGroup
BlueChip Wealth Advisors LLC16,700$365K0.15%013F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC16,548$361K0.01%+46613F-HRTimelineGroup
Spire Wealth Managementin group Spire Wealth Management16,095$351K0.01%+7713F-HRTimelineGroup
Medallion Wealth Advisors, LLC15,178$331K0.11%+2,28313F-HRTimeline
HBK Sorce Advisory LLC14,765$324K0.01%013F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC14,503$317K<0.01%-18313F-HRTimelineGroup
KKM Financial LLC14,314$312K0.06%new13F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP14,296$312K<0.01%new13F-HRTimelineGroup
Gateway Wealth Partners, LLC14,212$310K0.03%-64113F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.14,010$306K<0.01%new13F-HRTimelineGroup
Pacific Excel Wealth Advisors, Inc.14,002$306K0.58%13F-HRTimeline
Perigon Wealth Management, LLC13,795$301K0.01%+1,28413F-HRTimeline
Asset Allocation Strategies LLC13,059$285K0.05%+1,06913F-HRTimeline
Faithward Advisors, LLC11,948$261K0.04%new13F-HRTimeline
Pine Valley Investments Ltd Liability Co10,710$234K0.01%+1,42013F-HRTimeline
World Investment Advisors10,329$225K<0.01%new13F-HR/ATimeline
Wealth Management Associates, Inc.10,165$222K0.08%013F-HRTimeline
MBE Wealth Management, LLC10,149$222K0.09%013F-HRTimeline
BAM Wealth Management, LLC9,795$214K0.15%new13F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN9,535$208K<0.01%+14313F-HRTimelineGroup
CENTAURUS FINANCIAL, INC.9,252$202K0.01%+4,38213F-HRTimeline
Geneos Wealth Management Inc.7,935$173K<0.01%+75013F-HRTimeline
Sound Income Strategies, LLC6,191$135K0.01%new13F-HRTimeline
TUCKER ASSET MANAGEMENT LLC5,016$109K0.03%-2,22813F-HRTimeline
NFSG Corp4,989$109K0.02%new13F-HRTimeline
PRIVATE TRUST CO NA3,847$84K0.01%+1,38113F-HRTimeline
Wealth Watch Advisors, INC3,135$68.4K0.03%-2213F-HRTimeline
Pinnacle Bancorp, Inc.3,026$66.1K0.02%+2,28913F-HRTimeline
Global Retirement Partners, LLC2,330$50.9K<0.01%-9,27013F-HRTimeline
Larson Financial Group LLC2,200$48K<0.01%-46913F-HRTimeline
Raleigh Capital Management Inc.1,467$32K0.01%+1513F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV1,407$30.7K<0.01%+213F-HRTimeline
Quest 10 Wealth Builders, Inc.1,302$28.4K0.03%013F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…1,201$26.2K<0.01%new13F-HRTimeline
COMERICA BANK972$21.2K<0.01%-2,96613F-HRTimeline
Allworth Financial LP934$20.4K<0.01%+913F-HRTimeline
LANARK FINANCIAL, INC.723$15.8K<0.01%013F-HRTimeline
CWM, LLCin group CWM, LLC679$15K<0.01%013F-HRTimelineGroup
Legacy Wealth Managment, LLC/IDin group Legacy Wealth Managment, LLC/…566$12.4K0.01%013F-HRTimelineGroup
MPWM ADVISORY SOLUTIONS, LLC500$10.9K0.01%013F-HRTimeline
Cullen/Frost Bankers, Inc.in group Cullen/Frost Bankers, Inc.368$8.02K<0.01%+413F-HRTimelineGroup
AMERICAN NATIONAL BANK & TRUST262$5.72K<0.01%013F-HRTimeline
Keating Financial Advisory Services, In…218$4.76K<0.01%13F-HRTimeline
Root Financial Partners, LLC175$3.82K<0.01%013F-HRTimeline
Smartleaf Asset Management LLC124$2.72K<0.01%-20113F-HRTimeline
FLAGSHIP HARBOR ADVISORS, LLC96$2.1K<0.01%new13F-HRTimeline
Wagner Wealth Management, LLC80$1.74K<0.01%+113F-HRTimeline
AMERIFLEX GROUP, INC.69$1.51K<0.01%-6913F-HRTimeline
Signature Equity Partners, LLC69$1.51K<0.01%13F-HRTimeline
Capital Investment Advisory Services, L…22$480<0.01%new13F-HRTimeline
Hilton Head Capital Partners, LLC22$480<0.01%13F-HRTimeline
AdvisorNet Financial, Inc13$284<0.01%013F-HRTimeline
BNP PARIBAS FINANCIAL MARKETSin group BNP PARIBAS FINANCIAL MARKETS10$218<0.01%new13F-HRTimelineGroup
DHJJ Financial Advisors, Ltd.5$110<0.01%013F-HRTimeline
Lloyd Advisory Services, LLC.4$98<0.01%new13F-HRTimeline