On this page, we present all of the funds holding GOVI from our database of 13F filers, detailed in the table below. The first column indicates the name of each of the funds holding GOVI, with a link to that fund's top holdings. The next columns indicate the amount of GOVI stock held by each of the funds holding GOVI, followed by the GOVI position size held by the fund, and lastly the date of the quarterly filing period the data represents. In total, we count 24 funds holding GOVI within the last two filing periods in our coverage universe of 13F filers, with the largest position size having been reported by Orgel Wealth Management LLC. For more details on the positions held by Orgel Wealth Management LLC (or by any of the other funds holding GOVI), click the fund name in the "Holder" column of the funds-holding-GOVI table below.
Holder | Amount | Position Size ($ in 1000's) | As of |
---|---|---|---|
Orgel Wealth Management LLC | 4,442,372 | $124,742 | 03/31/2024 |
GOVI | 4,442,372 | $124,742 | 03/31/2024 |
Bank of New York Mellon Corp | 1,646,880 | $46,244 | 03/31/2024 |
GOVI | 1,646,880 | $46,244 | 03/31/2024 |
Dynamic Advisor Solutions LLC | 503,930 | $14,150 | 03/31/2024 |
GOVI | 503,930 | $14,150 | 03/31/2024 |
Commonwealth Equity Services LLC | 324,808 | $9,121 | 03/31/2024 |
GOVI | 324,808 | $9,121 | 03/31/2024 |
Private Advisor Group LLC | 296,462 | $8,325 | 03/31/2024 |
GOVI | 296,462 | $8,325 | 03/31/2024 |
Fundamentun LLC | 220,629 | $6,195 | 03/31/2024 |
GOVI | 220,629 | $6,195 | 03/31/2024 |
Stewardship Advisors LLC | 137,874 | $3,872 | 03/31/2024 |
GOVI | 137,874 | $3,872 | 03/31/2024 |
Janney Montgomery Scott LLC | 88,483 | $2,485 | 03/31/2024 |
GOVI | 88,483 | $2,485 | 03/31/2024 |
Wealth Enhancement Advisory Services LLC | 75,609 | $2,123 | 03/31/2024 |
GOVI | 75,609 | $2,123 | 03/31/2024 |
The PNC Financial Services Group Inc. | 44,064 | $1,270 | 12/31/2023 |
GOVI | 44,064 | $1,270 | 12/31/2023 |
Simplicity Wealth LLC | 41,949 | $1,178 | 03/31/2024 |
GOVI | 41,949 | $1,178 | 03/31/2024 |
Financial Advisory Service Inc. | 20,906 | $587 | 03/31/2024 |
GOVI | 20,906 | $587 | 03/31/2024 |
PFG Investments LLC | 15,452 | $434 | 03/31/2024 |
GOVI | 15,452 | $434 | 03/31/2024 |
Security Financial Services INC. | 12,680 | $356 | 03/31/2024 |
GOVI | 12,680 | $356 | 03/31/2024 |
Private Trust Co. NA | 12,556 | $353 | 03/31/2024 |
GOVI | 12,556 | $353 | 03/31/2024 |
Richard P Slaughter Associates Inc | 12,339 | $346 | 03/31/2024 |
GOVI | 12,339 | $346 | 03/31/2024 |
Brookstone Capital Management | 10,298 | $289 | 03/31/2024 |
GOVI | 10,298 | $289 | 03/31/2024 |
ST Germain D J Co. Inc. | 4,886 | $137 | 03/31/2024 |
GOVI | 4,886 | $137 | 03/31/2024 |
Concord Wealth Partners | 4,122 | $116 | 03/31/2024 |
GOVI | 4,122 | $116 | 03/31/2024 |
AdvisorNet Financial Inc | 2,711 | $76 | 03/31/2024 |
GOVI | 2,711 | $76 | 03/31/2024 |
CWM LLC | 1,191 | $33 | 03/31/2024 |
GOVI | 1,191 | $33 | 03/31/2024 |
Country Trust Bank | 200 | $6 | 03/31/2024 |
GOVI | 200 | $6 | 03/31/2024 |
Wagner Wealth Management LLC | 218 | $6 | 03/31/2024 |
GOVI | 218 | $6 | 03/31/2024 |
Creative Financial Designs Inc. ADV | 155 | $4 | 03/31/2024 |
GOVI | 155 | $4 | 03/31/2024 |
Proequities Inc. | 0 | $0 | 03/31/2024 |
GOVI | 0 | $0 | 03/31/2024 |
See Summary: Institutional Holders of GOVI
See Details: Top 10 Hedge Funds Holding GOVI
Also See: GOVI Holdings Changes
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