Institutional Holders (2026 Q1)
143 + investorsExplore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in LGOV. Verified SEC 13F-HR filings.
| # | Investor | % of Portfolio | Shares | Mkt Value |
|---|---|---|---|---|
| 1 | Anderson Financial Strategies, LLC | 4.00% | 339,240 | $7.3M |
| 2 | Midwest Financial Network, LLC | 3.84% | 223,874 | $4.8M |
| 3 | Park Square Financial Group, LLC | 3.78% | 23,067 | $498K |
| 4 | Tidemark, LLC | 3.29% | 600,468 | $13.0M |
| 5 | Comprehensive Wealth Management, LLC | 2.81% | 258,014 | $5.6M |
| 6 | Marshall Financial Group, LLC | 2.40% | 696,277 | $15.0M |
| 7 | Walkner Condon Financial Advisors LLC | 2.39% | 840,755 | $18.1M |
| 8 | Centennial Wealth Advisory LLC | 2.06% | 394,494 | $8.5M |
| 9 | GDS Wealth Management | 1.41% | 1,086,109 | $23.4M |
| 10 | Financial Enhancement Group LLC | 1.35% | 498,485 | $10.9M |
| 11 | Holistic Financial Partners | 1.25% | 155,435 | $3.4M |
| 12 | Midwest Financial Group LLC | 1.16% | 125,878 | $2.7M |
| 13 | Csenge Advisory Group | 1.12% | 1,135,800 | $24.5M |
| 14 | Fsb Premier Wealth Management, INC. | 0.94% | 138,749 | $3.0M |
| 15 | Iams Wealth Management, LLC | 0.82% | 109,242 | $2.4M |
| 16 | Stratos Investment Management, LLC | 0.81% | 936,203 | $20.2M |
| 17 | Sequent Planning LLC | 0.64% | 123,380 | $2.7M |
| 18 | TCFG Investment Advisors, LLC | 0.63% | 78,439 | $1.7M |
| 19 | Tcfg Wealth Management, LLC | 0.63% | 78,439 | $1.7M |
| 20 | Pacific Excel Wealth Advisors, Inc. | 0.58% | 25,668 | $554K |
| 21 | IFS Group,LLC | 0.46% | 23,975 | $517K |
| 22 | Accel Wealth Management | 0.43% | 76,318 | $1.6M |
| 23 | BAM Wealth Management, LLC | 0.33% | 20,491 | $442K |
| 24 | Arvest Investments, INC. | 0.32% | 109,587 | $2.4M |
| 25 | Pinnacle Family Advisors, LLC | 0.30% | 29,586 | $638K |
| Investor | Ownership History |
% of Portfolio | Prev % | Rank | Conviction | Avg Buy Price | 13F Score™ 3Y / 7Y | Sell Timing | Shares | Mkt Value | Change | Change % | Source | Quarter | Filed |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|