SPDR US LC LOW VOL IDX LGLV
$186.01
+1.9% 52w: $167.77 – $187.47
Latest 13F among current holders filed 17 days ago (Jun 18, 2026)
Price — last 12 months
research preview data167.77177.62187.47
Jun 20, 2025 Jul 2, 2026
Institutional holders
192
+13 QoQ
13F value
$960.8M
+5.3% QoQ
Smart-money holders
1
signal tier ≥ 2
New smart buyers
0
Q1 2026
Institutional value by quarter
Number of holders
Who owns LGLV?
Q1 2026 filings| Fund | Type | Shares | Value | % of fund | Change |
|---|---|---|---|---|---|
| CWM, LLC | Wealth advisor | 1.8M | $317.7M | 0.8% | -1.1% |
| Syntegra Private Wealth Group, LLC | Wealth advisor | 639.0K | $113.8M | 10.8% | -0.7% |
| Gerber Kawasaki Wealth & Investment Management | Wealth advisor | 309.0K | $55.1M | 1.8% | -2.1% |
| Baltimore-Washington Financial Advisors, Inc. | Wealth advisor | 302.9K | $53.9M | 2.3% | +2.5% |
| LPL Financial LLC | Bank broker | 186.3K | $33.2M | 0.0% | +1.3% |
| OSAIC HOLDINGS, INC. | Wealth advisor | 186.3K | $33.2M | 0.0% | -3.3% |
| MORGAN STANLEY | Bank broker | 169.5K | $30.2M | 0.0% | +1.5% |
| DORVAL Corp | Wealth advisor | 126.0K | $22.4M | 7.0% | +1.9% |
| Horizon Investments, LLC | Diversified mechanical | 121.4K | $21.6M | 0.2% | +52.6% |
| AMERIPRISE FINANCIAL INC | Bank broker | 114.7K | $20.4M | 0.0% | +3047.4% |
| AQR CAPITAL MANAGEMENT LLC | Quant stat arb | 107.4K | $19.1M | 0.0% | +21.1% |
| BANK OF AMERICA CORP /DE/ | Bank broker | 94.5K | $16.8M | 0.0% | +1.0% |
| IEQ CAPITAL, LLC | Diversified mechanical | 84.7K | $15.1M | 0.1% | -1.4% |
| JPMORGAN CHASE & CO | Bank broker | 72.1K | $12.7M | 0.0% | +60.6% |
| INTEGRITY ALLIANCE, LLC. | Wealth advisor | 64.2K | $11.4M | 0.4% | +1.7% |
| FOUNDERS FINANCIAL SECURITIES LLC | Wealth advisor | 61.0K | $11.1M | 0.6% | -23.9% |
| Ethos Financial Group, LLC | Wealth advisor | 60.0K | $10.6M | 0.8% | +10.0% |
| Valmark Advisers, Inc. | Wealth advisor | 52.3K | $9.3M | 0.1% | +60.6% |
| STATE STREET CORP | Index provider | 51.7K | $9.2M | 0.0% | -4.0% |
| FIRST TRUST ADVISORS LP | Index provider | 44.9K | $8.0M | 0.0% | New |
| Tempo Wealth, LLC | Other | 39.8K | $7.1M | 1.2% | 0.0% |
| HF Advisory Group, LLC | Other | 35.0K | $6.2M | 2.1% | +1.7% |
| SEI INVESTMENTS CO | Diversified mechanical | 25.1K | $4.5M | 0.0% | -5.5% |
| RAYMOND JAMES FINANCIAL INC | Bank broker | 24.0K | $4.3M | 0.0% | +101.3% |
| Sage Mountain Advisors LLC | Wealth advisor | 19.0K | $3.4M | 0.2% | Held |
| Journey Advisory Group, LLC | Wealth advisor | 18.9K | $3.4M | 0.3% | -12.9% |
| UBS Group AG | Bank broker | 18.2K | $3.2M | 0.0% | +9.3% |
| COMMONWEALTH EQUITY SERVICES, LLC | Wealth advisor | 16.9K | $3.0M | 0.0% | +5.8% |
| TWO SIGMA INVESTMENTS, LP | Quant stat arb | 15.6K | $2.8M | 0.0% | +22.8% |
| FIRST AMERICAN TRUST, FSB | Other | 14.9K | $2.6M | 0.2% | -7.0% |
| ENVESTNET ASSET MANAGEMENT INC | Wealth advisor | 14.3K | $2.5M | 0.0% | +14.2% |
| Legacy Advisory Services, LLC | Wealth advisor | 13.9K | $2.5M | 1.9% | +28.6% |
| GOLDMAN SACHS GROUP INC | Bank broker | 13.8K | $2.5M | 0.0% | -77.6% |
| McNaughton Wealth Management, LLC | Wealth advisor | 13.3K | $2.4M | 1.0% | -1.5% |
| HARBOUR INVESTMENTS, INC. | Wealth advisor | 12.5K | $2.2M | 0.0% | +171.3% |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | Wealth advisor | 12.3K | $2.2M | 0.0% | -38.4% |
| Quantinno Capital Management LP | Diversified mechanical | 12.1K | $2.1M | 0.0% | New |
| ROFFMAN MILLER ASSOCIATES INC /PA/ ★2 | Fundamental diversified | 11.8K | $2.1M | 0.1% | +0.1% |
| Daiwa Securities Group Inc. | Diversified mechanical | 11.8K | $2.1M | 0.0% | +35.2% |
| REGATTA CAPITAL GROUP, LLC | Wealth advisor | 11.6K | $2.1M | 0.3% | +18.2% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Market maker | 11.4K | $2.0M | 0.0% | +330.8% |
| Gateway Wealth Partners, LLC | Wealth advisor | 11.3K | $2.0M | 0.1% | +101.8% |
| Pallas Capital Advisors LLC | Other | 10.5K | $1.9M | 0.1% | -13.0% |
| Mariner, LLC | Diversified mechanical | 10.3K | $1.8M | 0.0% | -9.4% |
| Cetera Investment Advisers | Wealth advisor | 9.0K | $1.6M | 0.0% | -10.1% |
| THOROUGHBRED FINANCIAL SERVICES, LLC | Other | 9.0K | $1.6M | 0.1% | -2.4% |
| NORDEN GROUP LLC | Other | 8.5K | $1.5M | 0.1% | Held |
| Milestone Investment Advisors LLC | Wealth advisor | 7.9K | $1.4M | 0.3% | -3.4% |
| Elevation Capital Advisory, LLC | Wealth advisor | 7.5K | $1.3M | 0.6% | -28.1% |
| Caliber Wealth Management, LLC / KS | Wealth advisor | 7.0K | $1.2M | 0.1% | -20.0% |
Exits are not a bearish signal: our backtest shows stocks specialists exit keep outperforming for 3+ quarters — selling usually means profit-taking, not a forecast.