LGOV institutional holders

FIRST TR EXCHANGE-TRADED FD · 13F, 2026Q2

Managers holding156
Shares held27,174,304
Reported value$581.6m
Quarter flows24 new, 71 added, 43 trimmed, 16 exited

Top 25 holders

ManagerSharesValue% of manager's 13F
LPL Financial LLC4,147,654$88.8m0.0%
ROYAL BANK OF CANADA2,114,701$45.3m0.0%
MORGAN STANLEY1,824,095$39.0m0.0%
Cambridge Investment Research Advisors, Inc.1,470,866$31.5m0.0%
GDS Wealth Management1,136,196$24.3m1.2%
CITADEL ADVISORS LLC1,052,410$22.5m0.0%
Stratos Investment Management, LLC1,018,281$21.8m0.8%
Walkner Condon Financial Advisors LLC937,471$20.1m2.3%
STEPHENS INC /AR/873,428$18.7m0.2%
Cetera Investment Advisers834,214$17.9m0.0%
ENVESTNET ASSET MANAGEMENT INC827,103$17.7m0.0%
Integrated Wealth Concepts LLC789,892$16.9m0.1%
Concurrent Investment Advisors, LLC571,686$12.2m0.1%
Financial Enhancement Group LLC494,720$10.6m1.3%
RAYMOND JAMES FINANCIAL INC459,940$9.8m0.0%
Csenge Advisory Group457,557$9.8m0.4%
FIRST TRUST ADVISORS LP434,003$9.3m0.0%
Anderson Financial Strategies, LLC368,715$7.8m4.0%
Tidemark, LLC350,699$7.5m1.7%
Kingsview Wealth Management, LLC311,802$6.7m0.1%
&PARTNERS309,722$6.6m0.0%
Centennial Wealth Advisory LLC261,399$5.6m1.2%
Heck Capital Advisors, LLC255,230$5.5m0.3%
Farther Finance Advisors, LLC236,943$5.1m0.0%
OSAIC HOLDINGS, INC.221,507$4.7m0.0%

Every holder, line by line, and the full history since 2013: yf.Client().holders("LGOV"). LGOV price history · All 13F data

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