Funds Holding LGOV

On this page, we present all of the funds holding LGOV from our database of 13F filers, detailed in the table below. The first column indicates the name of each of the funds holding LGOV, with a link to that fund's top holdings. The next columns indicate the amount of LGOV stock held by each of the funds holding LGOV, followed by the LGOV position size held by the fund, and lastly the date of the quarterly filing period the data represents. In total, we count 54 funds holding LGOV within the last two filing periods in our coverage universe of 13F filers, with the largest position size having been reported by Gladstone Institutional Advisory LLC. For more details on the positions held by Gladstone Institutional Advisory LLC (or by any of the other funds holding LGOV), click the fund name in the "Holder" column of the funds-holding-LGOV table below.

HolderAmountPosition Size
($ in 1000's)
 As of
Gladstone Institutional Advisory LLC1,078,656$24,000 06/30/2023
     LGOV1,078,656$24,000 06/30/2023
Commonwealth Equity Services LLC550,115$12,240 06/30/2023
     LGOV550,115$12,240 06/30/2023
Atria Wealth Solutions Inc.502,720$11,186 06/30/2023
     LGOV502,720$11,186 06/30/2023
Marshall Financial Group LLC486,423$10,823 06/30/2023
     LGOV486,423$10,823 06/30/2023
Envestnet Asset Management Inc.482,402$10,733 06/30/2023
     LGOV482,402$10,733 06/30/2023
Financial Gravity Asset Management Inc.22$10,646 06/30/2023
     LGOV22$10,646 06/30/2023
GDS Wealth Management377,806$8,406 06/30/2023
     LGOV377,806$8,406 06/30/2023
LPL Financial LLC347,882$7,740 06/30/2023
     LGOV347,882$7,740 06/30/2023
Stephens Inc. AR294,686$6,557 06/30/2023
     LGOV294,686$6,557 06/30/2023
Cambridge Investment Research Advisors Inc.260,116$5,788 06/30/2023
     LGOV260,116$5,788 06/30/2023
Jane Street Group LLC255,372$5,682 06/30/2023
     LGOV255,372$5,682 06/30/2023
AE Wealth Management LLC250,733$5,579 06/30/2023
     LGOV250,733$5,579 06/30/2023
Mach 1 Financial Group Inc.200,234$4,455 06/30/2023
     LGOV200,234$4,455 06/30/2023
Connectus Wealth LLC182,619$4,063 06/30/2023
     LGOV182,619$4,063 06/30/2023
Royal Bank of Canada163,666$3,642 06/30/2023
     LGOV163,666$3,642 06/30/2023
Kingsview Wealth Management LLC154,527$3,438 06/30/2023
     LGOV154,527$3,438 06/30/2023
Truist Financial Corp138,548$3,083 06/30/2023
     LGOV138,548$3,083 06/30/2023
Sigma Planning Corp137,617$3,062 06/30/2023
     LGOV137,617$3,062 06/30/2023
Advisor Group Holdings Inc.137,596$3,050 06/30/2023
     LGOV137,596$3,050 06/30/2023
Raymond James & Associates100,000$2,225 06/30/2023
     LGOV100,000$2,225 06/30/2023
Midwest Financial Group LLC98,862$2,200 06/30/2023
     LGOV98,862$2,200 06/30/2023
First Heartland Consultants Inc.96,028$2,137 06/30/2023
     LGOV96,028$2,137 06/30/2023
First Trust Advisors LP86,559$1,926 06/30/2023
     LGOV86,559$1,926 06/30/2023
Investors Research Corp74,127$1,649 06/30/2023
     LGOV74,127$1,649 06/30/2023
Snowden Capital Advisors LLC70,513$1,569 06/30/2023
     LGOV70,513$1,569 06/30/2023
Bank of New York Mellon Corp65,142$1,449 06/30/2023
     LGOV65,142$1,449 06/30/2023
Kovack Advisors Inc.65,083$1,448 06/30/2023
     LGOV65,083$1,448 06/30/2023
Harbour Investments Inc.51,860$1,154 06/30/2023
     LGOV51,860$1,154 06/30/2023
Janney Montgomery Scott LLC37,605$837 06/30/2023
     LGOV37,605$837 06/30/2023
Cetera Investment Advisers30,117$670 06/30/2023
     LGOV30,117$670 06/30/2023
Integrated Wealth Concepts LLC28,908$643 06/30/2023
     LGOV28,908$643 06/30/2023
Financial Advocates Investment Management28,300$630 06/30/2023
     LGOV28,300$630 06/30/2023
Kestra Advisory Services LLC25,830$575 06/30/2023
     LGOV25,830$575 06/30/2023
Clarus Wealth Advisors26,154$569 06/30/2023
     LGOV26,154$569 06/30/2023
Susquehanna International Group LLP24,394$543 06/30/2023
     LGOV24,394$543 06/30/2023
Kestra Private Wealth Services LLC24,416$543 06/30/2023
     LGOV24,416$543 06/30/2023
Cetera Advisor Networks LLC23,151$515 06/30/2023
     LGOV23,151$515 06/30/2023
Good Life Advisors LLC20,462$455 06/30/2023
     LGOV20,462$455 06/30/2023
Coppell Advisory Solutions LLC19,623$434 06/30/2023
     LGOV19,623$434 06/30/2023
Private Advisor Group LLC18,582$413 06/30/2023
     LGOV18,582$413 06/30/2023
NewEdge Wealth LLC18,552$413 06/30/2023
     LGOV18,552$413 06/30/2023
Gateway Wealth Partners LLC11,785$262 06/30/2023
     LGOV11,785$262 06/30/2023
Rockefeller Capital Management L.P.10,862$242 06/30/2023
     LGOV10,862$242 06/30/2023
Prospera Financial Services Inc9,475$211 06/30/2023
     LGOV9,475$211 06/30/2023
Assetmark Inc.8,106$180 06/30/2023
     LGOV8,106$180 06/30/2023
Benjamin F. Edwards & Company Inc.7,004$156 06/30/2023
     LGOV7,004$156 06/30/2023
Proequities Inc.4,856$108 06/30/2023
     LGOV4,856$108 06/30/2023
Larson Financial Group LLC2,200$49 06/30/2023
     LGOV2,200$49 06/30/2023
Beacon Capital Management LLC1,800$40 06/30/2023
     LGOV1,800$40 06/30/2023
Tucker Asset Management LLC1,369$30 06/30/2023
     LGOV1,369$30 06/30/2023
IFP Advisors Inc471$10 06/30/2023
     LGOV471$10 06/30/2023
Benjamin Edwards Inc.370$8 06/30/2023
     LGOV370$8 06/30/2023
Global Retirement Partners LLC201$4 06/30/2023
     LGOV201$4 06/30/2023
Wagner Wealth Management LLC140$3 06/30/2023
     LGOV140$3 06/30/2023
Wells Fargo & Company MN2$0 06/30/2023
     LGOV2$0 06/30/2023

See Summary: Institutional Holders of LGOV
See Details: Top 10 Hedge Funds Holding LGOV
Also See: LGOV Holdings Changes

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