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Disclosery

LGOV FIRST TR EXCHANGE-TRADED FD

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LNG DUR OPRTUN (fund)

145 managers (148 13F filers) reported a position in LGOV shares at 2026-03-31, 26,568,050 shares in all. 17 filers opened a position and 9 filers sold out during the quarter.

Managers
145
13F filers
148
New
17
Added
66
Reduced
45
Sold out
9
Shares held by filers
26,568,050

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 2026

Filers in the available 13F reports with a share position at 2026-03-31, 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 LLC4,265,669$92M0.02%+376,65813F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA2,020,458$43.6M0.01%+164,21313F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY1,692,263$36.5M<0.01%+468,10213F-HRTimelineGroup
Csenge Advisory Group1,135,800$24.5M1.12%+161,58413F-HRTimeline
GDS Wealth Management1,086,109$23.4M1.41%+40,83413F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC1,015,230$21.9M0.01%-240,42513F-HRTimelineGroup
Stratos Investment Management, LLCin group Stratos Wealth Partners, LTD.936,203$20.2M0.81%+179,59313F-HRTimelineGroup
STEPHENS INC /AR/in group Stephens Investment Managemen…870,712$18.8M0.23%+199,34113F-HRTimelineGroup
Walkner Condon Financial Advisors LLC840,755$18.1M2.39%-1,55713F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding837,720$18.1M+84,436Timeline
Cambridge Investment Research Advisors,…807,356$17.4M0.04%+25,64013F-HRTimeline
Cetera Investment Advisers767,082$16.5M0.02%+207,99713F-HRTimeline
Marshall Financial Group, LLC696,277$15M2.4%-19,99913F-HRTimeline
Tidemark, LLC600,468$13M3.29%+34,34213F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…536,274$11.6M0.13%-28,67713F-HRTimelineGroup
Financial Enhancement Group LLC498,485$10.9M1.35%-274,54913F-HRTimeline
Integrated Wealth Concepts LLC493,086$10.6M0.08%-162,27213F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC479,638$10.3M0.01%+445,38513F-HRTimelineGroup
FIRST TRUST ADVISORS LPin group FIRST TRUST ADVISORS LP394,526$8.51M0.01%+135,24813F-HRTimelineGroup
Centennial Wealth Advisory LLC394,494$8.51M2.06%+205,72113F-HRTimeline
Anderson Financial Strategies, LLC339,240$7.28M4%+3,44313F-HRTimeline
Kingsview Wealth Management, LLC296,664$6.4M0.09%-14,30413F-HRTimeline
HighTower Advisors, LLC276,859$5.97M0.01%-93,13413F-HRTimeline
Farther Finance Advisors, LLC272,486$5.87M0.06%+25,16513F-HRTimeline
TSFG, LLC264,435$5.7M0.87%+4,72213F-HRTimeline
Comprehensive Wealth Management, LLC258,014$5.57M2.81%-884,25013F-HRTimeline
NewEdge Advisors, LLC232,984$5.03M0.02%+14,17313F-HR/ATimeline
Midwest Financial Network, LLC223,874$4.83M3.84%-14,69113F-HRTimeline
&PARTNERS215,411$4.65M0.02%-5,79213F-HRTimeline
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC189,346$4.09M0.04%+9,66713F-HRTimelineGroup
Kestra Advisory Services, LLCgroup of 2 filers holding173,301$3.74M+7,373Timeline
TCFG Investment Advisors, LLCgroup of 2 filers holding156,878$3.38M+78,595Timeline
Holistic Financial Partners155,435$3.35M1.25%+3,29413F-HRTimeline
Prospera Financial Services Inc148,458$3.2M0.05%+9,68913F-HRTimeline
Janney Montgomery Scott LLC148,301$3.2M0.01%+3,97113F-HRTimeline
Gladstone Institutional Advisory LLC143,877$3.1M0.11%-12,79113F-HRTimeline
FSB PREMIER WEALTH MANAGEMENT, INC.138,749$2.99M0.94%+4,32913F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.126,390$2.73M<0.01%-17,85713F-HRTimelineGroup
Midwest Financial Group LLC125,878$2.72M1.16%+4,36413F-HRTimeline
Sequent Planning LLC123,380$2.66M0.64%-1,09113F-HRTimeline
ARVEST INVESTMENTS, INC.109,587$2.36M0.32%-51,97813F-HRTimeline
IAMS WEALTH MANAGEMENT, LLC109,242$2.36M0.82%+8,91413F-HRTimeline
MGO ONE SEVEN LLC101,811$2.2M0.04%+18,46213F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC100,781$2.17M0.05%-6,48313F-HR/ATimeline
ASSETMARK, INCin group ASSETMARK, INC98,633$2.13M<0.01%+10,02113F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC91,255$1.97M<0.01%+41,02313F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…84,091$1.81M<0.01%new13F-HRTimelineGroup
Accel Wealth Management76,318$1.65M0.43%+4,02513F-HRTimeline
AE Wealth Management LLC66,324$1.43M0.01%-83513F-HRTimeline
Investors Research Corp65,213$1.41M0.27%013F-HRTimeline
Bank of New York Mellon Corpin group Bank of New York Mellon Corp61,313$1.32M<0.01%+1,21713F-HRTimelineGroup
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP59,183$1.28M<0.01%-14,14613F-HRTimelineGroup
Orion Porfolio Solutions, LLC53,899$1.16M0.01%+1,14713F-HRTimeline
Ameritas Investment Partners, Inc.in group Ameritas Investment Partners,…45,817$988K0.03%+1,63313F-HRTimelineGroup
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC39,731$857K0.01%+18,60913F-HRTimelineGroup
Snowden Capital Advisors LLC39,493$852K0.02%+1,11613F-HRTimeline
Arax Advisory Partners33,886$731K0.02%+113F-HRTimeline
Gateway Wealth Partners, LLC33,260$717K0.03%+19,04813F-HRTimeline
Maia Wealth LLC32,718$706K0.12%-3,08513F-HRTimeline
Western Wealth Management, LLC31,366$677K0.03%+1,23013F-HR/ATimeline
Sanctuary Advisors, LLC31,009$669K<0.01%+1,07913F-HRTimeline
Faithward Advisors, LLC17,202$666K0.1%+5,25413F-HRTimeline
Pinnacle Family Advisors, LLC29,586$638K0.3%-78513F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC29,199$630K<0.01%new13F-HRTimelineGroup
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…27,356$590K<0.01%+55613F-HRTimelineGroup
HARBOUR INVESTMENTS, INC.27,321$589K0.01%-1,40313F-HRTimeline
Steward Partners Investment Advisory, L…26,167$564K<0.01%+1,96013F-HRTimeline
Independent Advisor Alliance25,822$557K0.01%new13F-HRTimeline
Pacific Excel Wealth Advisors, Inc.25,668$554K0.58%+11,66613F-HRTimeline
LaSalle St. Investment Advisors, LLC25,335$546K0.08%-17113F-HRTimeline
IFS Group,LLC23,975$517K0.46%13F-HRTimeline
IFP Advisors, Inc23,423$505K0.01%-7,54913F-HRTimeline
Park Square Financial Group, LLC23,067$498K3.78%+2,33513F-HRTimeline
Foundations Investment Advisors, LLC22,886$494K0.01%new13F-HRTimeline
RFG Advisory, LLC22,814$492K0.01%+1,68613F-HRTimeline
Aurora Private Wealth, Inc.21,614$467K0.33%new13F-HRTimeline
FLOW TRADERS U.S. LLC20,872$450K0.01%-18,57513F-HRTimeline
Atria Investments, Inc20,772$448K0.01%+2,87813F-HRTimeline
Perigon Wealth Management, LLC20,494$442K0.01%+6,69913F-HRTimeline
BAM Wealth Management, LLC20,491$442K0.33%+10,69613F-HRTimeline
BlueChip Wealth Advisors LLC20,121$434K0.19%+3,42113F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC18,566$400K0.01%+2,01813F-HRTimelineGroup
Balefire, LLC18,088$390K0.07%+63313F-HRTimeline
Rossby Financial, LCC17,856$385K0.08%+77613F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management17,719$382K0.01%+1,62413F-HRTimelineGroup
Integrated Advisors Network LLC15,939$344K0.02%-2,76713F-HRTimeline
MML INVESTORS SERVICES, LLC14,964$323K<0.01%-3,82213F-HRTimeline
Pine Valley Investments Ltd Liability Co14,584$315K0.02%+3,87413F-HRTimeline
KKM Financial LLC14,314$312K0.06%013F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…14,478$312K<0.01%-3,91313F-HRTimelineGroup
Equitable Holdings, Inc.in group Equitable Holdings, Inc.14,162$309K<0.01%+15213F-HRTimelineGroup
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC14,192$306K<0.01%-31113F-HR/ATimelineGroup
Triad Wealth Partners, LLC14,056$303K0.02%new13F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO13,996$300K<0.01%-2,81413F-HR/ATimelineGroup
Medallion Wealth Advisors, LLC13,243$286K0.09%-1,93513F-HRTimeline
NOVEM GROUP12,588$272K0.03%new13F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP11,833$255K<0.01%-2,46313F-HRTimelineGroup
World Investment Advisors10,345$223K<0.01%+1613F-HRTimeline
Wealth Management Associates, Inc.10,165$219K0.08%013F-HRTimeline
MBE Wealth Management, LLC10,149$219K0.09%013F-HRTimeline
HBK Sorce Advisory LLC9,965$215K<0.01%-4,80013F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\8,128$175K<0.01%-10,92313F-HRTimelineGroup
CENTAURUS FINANCIAL, INC.8,124$175K0.01%-1,12813F-HRTimeline
Geneos Wealth Management Inc.7,811$168K<0.01%-12413F-HRTimeline
Sound Income Strategies, LLC5,782$125K0.01%-40913F-HRTimeline
PRIVATE TRUST CO NA4,324$93.3K0.01%+47713F-HRTimeline
TUCKER ASSET MANAGEMENT LLC4,276$92.2K0.03%-74013F-HRTimeline
Pinnacle Bancorp, Inc.4,148$89.5K0.03%+1,12213F-HRTimeline
Synergy Investment Management, LLC3,797$81.9K0.03%new13F-HRTimeline
Advisory Services Network, LLC2,798$60.4K<0.01%new13F-HRTimeline
Larson Financial Group LLC2,200$47.5K<0.01%013F-HRTimeline
NFSG Corp2,124$45.8K0.01%-2,86513F-HRTimeline
Raleigh Capital Management Inc.1,931$41.6K0.01%+46413F-HRTimeline
My Portfolio Guide, LLC1,661$35.8K0.02%13F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN1,500$32.4K<0.01%-8,03513F-HR/ATimelineGroup
Quest 10 Wealth Builders, Inc.1,230$26.5K0.02%-7213F-HRTimeline
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…1,159$25K<0.01%new13F-HRTimelineGroup
Allworth Financial LP944$20.4K<0.01%+1013F-HRTimeline
LANARK FINANCIAL, INC.723$15.6K<0.01%013F-HRTimeline
CWM, LLCin group CWM, LLC679$14.6K<0.01%013F-HRTimelineGroup
MPWM ADVISORY SOLUTIONS, LLC643$13.9K0.01%+14313F-HRTimeline
Legacy Wealth Managment, LLC/IDin group Legacy Wealth Managment, LLC/…566$12.2K0.01%013F-HRTimelineGroup
Merkkuri Wealth Advisors LLC512$11K0.01%new13F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV462$9.97K<0.01%-94513F-HRTimeline
Parallel Advisors, LLC459$9.9K<0.01%new13F-HR/ATimeline
Ashton Thomas Private Wealth, LLC390$8.41K<0.01%new13F-HRTimeline
WHITTIER TRUST CO OF NEVADA INC385$8.31K<0.01%new13F-HRTimeline
Cullen/Frost Bankers, Inc.in group Cullen/Frost Bankers, Inc.371$8.01K<0.01%+313F-HRTimelineGroup
INTERNATIONAL ASSETS INVESTMENT MANAGEM…327$7.05K<0.01%-87413F-HRTimeline
Decker Retirement Planning Inc.296$6.38K<0.01%new13F-HRTimeline
AMERICAN NATIONAL BANK & TRUST262$5.65K<0.01%013F-HRTimeline
Key Capital Management, INC257$5.54K<0.01%new13F-HRTimeline
Keating Financial Advisory Services, In…218$4.7K<0.01%013F-HRTimeline
Root Financial Partners, LLC175$3.77K<0.01%013F-HRTimeline
AMERIFLEX GROUP, INC.146$3.15K<0.01%+7713F-HRTimeline
VANGUARD ADVISERS INCin group VANGUARD GROUP INC117$2.52K<0.01%13F-HRTimelineGroup
Wagner Wealth Management, LLC81$1.74K<0.01%+113F-HRTimeline
Signature Equity Partners, LLC69$1.49K<0.01%013F-HRTimeline
Capital Investment Advisory Services, L…28$604<0.01%+613F-HRTimeline
Hilton Head Capital Partners, LLC22$475<0.01%013F-HRTimeline
Smartleaf Asset Management LLC14$300<0.01%-11013F-HRTimeline
AdvisorNet Financial, Inc13$280<0.01%013F-HRTimeline
BNP PARIBAS FINANCIAL MARKETSin group BNP PARIBAS FINANCIAL MARKETS10$216<0.01%013F-HRTimelineGroup
DHJJ Financial Advisors, Ltd.5$108<0.01%013F-HRTimeline
SBI Securities Co., Ltd.1$22<0.01%new13F-HRTimeline