LGOV Institutional Ownership & Shareholders
FIRST TR LONG DURATION O-ETF (LGOV) is currently held by 152 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $534.70M based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
Lpl Financial Llc is currently the largest disclosed institutional shareholder of LGOV tracked by InsiderSet, reporting ownership valued at approximately $88.76M in its June 30, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $84.94M, representing an estimated loss of -4.30% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 60% of the total disclosed LGOV value among the investors covered in this analysis. Major shareholders include Lpl Financial Llc, Royal Bank Of Canada, Morgan Stanley, and several other long-term asset managers with concentrated positions in FIRST TR LONG DURATION O-ETF (LGOV).
This page ranks the largest institutional LGOV shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
152
Total Reported Value
$534.70M
Largest Holder
Lpl Financial Llc
Largest Position
$88.76M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
41
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Lpl Financial Llc | 0.02% | 4,147,654 | $88,759,780 | $84,943,954 | -$3,815,826 | -4.30% | |
| Royal Bank Of Canada | 0.01% | 2,114,701 | $45,255,000 | $43,309,076 | -$1,945,924 | -4.30% | |
| Morgan Stanley | 0.00% | 1,824,095 | $39,035,656 | $37,357,466 | -$1,678,190 | -4.30% | |
| Financial Enhancement Group Llc | 2.90% | 1,290,981 | $25,225,775 | $26,439,291 | +$1,213,516 | +4.81% | |
| Gds Wealth Management | 1.05% | 1,203,796 | $23,582,715 | $24,653,742 | +$1,071,027 | +4.54% | |
| Citadel Advisors Llc | 0.01% | 1,052,410 | $22,521,574 | $21,553,357 | -$968,217 | -4.30% | |
| Stratos Investment Management, Llc | 0.79% | 1,018,281 | $21,791,218 | $20,854,395 | -$936,823 | -4.30% | |
| Stephens Inc | 0.21% | 873,428 | $18,691,349 | $17,887,805 | -$803,544 | -4.30% | |
| Cetera Investment Advisers | 0.02% | 834,214 | $17,852,179 | $17,084,703 | -$767,476 | -4.30% | |
| Envestnet Asset Management Inc | 0.00% | 827,103 | $17,700,006 | $16,939,069 | -$760,937 | -4.30% | |
| Integrated Wealth Concepts Llc | 0.07% | 535,772 | $11,465,516 | $10,972,611 | -$492,905 | -4.30% | |
| Concurrent Investment Advisors, Llc | 0.08% | 555,160 | $10,875,749 | $11,369,677 | +$493,928 | +4.54% | |
| Raymond James Financial Inc | 0.00% | 459,940 | $9,842,716 | $9,419,571 | -$423,145 | -4.30% | |
| Csenge Advisory Group | 0.40% | 457,557 | $9,791,724 | $9,370,767 | -$420,957 | -4.30% | |
| Walkner Condon Financial Advisors Llc | 1.06% | 492,296 | $9,644,221 | $10,082,222 | +$438,001 | +4.54% | |
| Econ Financial Services Corp | 3.98% | 486,014 | $9,521,160 | $9,953,567 | +$432,407 | +4.54% | |
| First Trust Advisors Lp | 0.01% | 434,003 | $9,287,656 | $8,888,381 | -$399,275 | -4.30% | |
| Anderson Financial Strategies, Llc | 4.03% | 368,715 | $7,761,451 | $7,551,283 | -$210,168 | -2.71% | |
| Tidemark, Llc | 1.69% | 350,699 | $7,504,963 | $7,182,316 | -$322,647 | -4.30% | |
| Kingsview Wealth Management, Llc | 0.08% | 311,802 | $6,672,563 | $6,385,705 | -$286,858 | -4.30% | |
| &Partners | 0.03% | 309,722 | $6,628,059 | $6,343,107 | -$284,952 | -4.30% | |
| Heck Capital Advisors, Llc | 0.29% | 265,598 | $5,203,142 | $5,439,447 | +$236,305 | +4.54% | |
| Centennial Wealth Advisory Llc | 1.04% | 256,637 | $5,028,406 | $5,255,926 | +$227,520 | +4.52% | |
| Osaic Holdings, Inc. | 0.01% | 221,507 | $4,740,051 | $4,536,463 | -$203,588 | -4.30% | |
| Farther Finance Advisors, Llc | 0.03% | 234,298 | $4,589,968 | $4,798,423 | +$208,455 | +4.54% | |
| Newedge Advisors, Llc | 0.01% | 206,018 | $4,408,788 | $4,219,249 | -$189,539 | -4.30% | |
| Benjamin Edwards Inc | 0.04% | 198,691 | $4,252,829 | $4,069,192 | -$183,637 | -4.32% | |
| Old Mission Capital Llc | 0.11% | 195,709 | $4,188,172 | $4,008,120 | -$180,052 | -4.30% | |
| Marshall Financial Group, Llc | 0.60% | 191,848 | $4,105,557 | $3,929,047 | -$176,510 | -4.30% | |
| Hrt Financial Lp | 0.01% | 178,317 | $3,815,000 | $3,651,932 | -$163,068 | -4.27% | |
| Janney Montgomery Scott Llc | 0.01% | 157,336 | $3,367,000 | $3,222,241 | -$144,759 | -4.30% | |
| Fsb Premier Wealth Management, Inc. | 0.89% | 148,365 | $3,175,010 | $3,038,515 | -$136,495 | -4.30% | |
| Prospera Financial Services Inc | 0.04% | 142,186 | $3,042,616 | $2,911,969 | -$130,647 | -4.29% | |
| Mgo One Seven Llc | 0.05% | 150,936 | $2,956,889 | $3,091,169 | +$134,280 | +4.54% | |
| Midwest Financial Group Llc | 0.91% | 136,626 | $2,676,546 | $2,798,100 | +$121,554 | +4.54% | |
| Jane Street Group, Llc | 0.00% | 124,590 | $2,666,226 | $2,551,603 | -$114,623 | -4.30% | |
| Comprehensive Wealth Management, Llc | 1.18% | 133,395 | $2,613,240 | $2,731,930 | +$118,690 | +4.54% | |
| Gladstone Institutional Advisory Llc | 0.08% | 113,789 | $2,435,076 | $2,330,399 | -$104,677 | -4.30% | |
| Holistic Financial Partners | 1.48% | 113,218 | $2,422,871 | $2,318,705 | -$104,166 | -4.30% | |
| Kestra Advisory Services, Llc | 0.01% | 123,223 | $2,413,969 | $2,523,607 | +$109,638 | +4.54% | |
| Mutual Advisors, Llc | 0.05% | 112,137 | $2,399,732 | $2,296,566 | -$103,166 | -4.30% | |
| Goldman Sachs Group Inc | 0.00% | 102,955 | $2,203,237 | $2,108,518 | -$94,719 | -4.30% | |
| Commonwealth Equity Services, Llc | 0.00% | 99,920 | $1,957,460 | $2,046,362 | +$88,902 | +4.54% | |
| Assetmark, Inc | 0.00% | 97,253 | $1,905,215 | $1,991,741 | +$86,526 | +4.54% | |
| Tcfg Wealth Management, Llc | 0.63% | 78,439 | $1,691,927 | $1,606,431 | -$85,496 | -5.05% | |
| Midwest Financial Network, Llc | 1.14% | 85,344 | $1,671,924 | $1,747,845 | +$75,921 | +4.54% | |
| Tcfg Investment Advisors, Llc | 0.53% | 78,524 | $1,538,302 | $1,608,172 | +$69,870 | +4.54% | |
| Bank Of New York Mellon Corp | 0.00% | 64,260 | $1,375,150 | $1,316,045 | -$59,105 | -4.30% | |
| Kestra Private Wealth Services, Llc | 0.01% | 66,696 | $1,306,588 | $1,365,934 | +$59,346 | +4.54% | |
| Investors Research Corp | 0.22% | 62,612 | $1,226,588 | $1,282,294 | +$55,706 | +4.54% |
Frequently asked questions about LGOV
Who are the largest institutional holders of LGOV?
The largest institutional holders of LGOV reported in the latest SEC Form 13F filings include Lpl Financial Llc, Royal Bank Of Canada, Morgan Stanley, Financial Enhancement Group Llc, and Gds Wealth Management. InsiderSet ranks institutional holders by their latest reported LGOV position.
What is LGOV institutional ownership?
This page tracks LGOV positions reported by institutional investment managers through SEC Form 13F. FIRST TR LONG DURATION O-ETF (LGOV) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own LGOV?
InsiderSet currently tracks 152 institutional managers reporting LGOV holdings in the latest available 13F data. This count reflects institutions included in the SEC Form 13F filings analyzed by InsiderSet and should not be interpreted as the total number of LGOV shareholders.
How much LGOV stock do institutions own?
Institutional investment managers disclosed approximately $534.70M in LGOV holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was LGOV institutional ownership last updated?
The latest LGOV institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended June 30, 2026. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time institutional holdings.
Are institutional LGOV holdings real-time?
No. Form 13F data is not real-time. It represents positions reported by institutional investment managers as of the end of the reporting quarter. An institution may have changed its LGOV position after the reporting date.
Are institutions buying or selling LGOV?
Institutional buying and selling can be analyzed by comparing LGOV positions across consecutive 13F reporting periods. InsiderSet's LGOV Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View LGOV ownership changes.
How has LGOV institutional ownership changed over time?
InsiderSet tracks LGOV institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.