Who owns LGLV?
State Street SPDR US Large Cap Low Volatility Index ETF · State Street
185 institutions reported holding LGLV, worth $586.6M, in Form 13F filings for June 30, 2026.
Top 10 institutional holders of LGLV
| Firm | Location | Value | Shares | Change |
|---|---|---|---|---|
| Syntegra Private Wealth Group, LLC | Chesterfield, MO | $140.0M | 771,561 | +132,553 shares |
| Gerber Kawasaki Wealth & Investment Management | Santa Monica, CA | $62.6M | 344,896 | +35,858 shares |
| LPL Financial LLC | Fort Mill, SC | $33.0M | 182,070 | −4,267 shares |
| Osaic Holdings, Inc. | Scottsdale, AZ | $32.6M | 179,508 | −6,761 shares |
| Morgan Stanley | New York, NY | $30.8M | 169,550 | +53 shares |
| DORVAL Corp | Maple Grove, MN | $23.3M | 128,408 | +2,400 shares |
| AQR Capital Management LLC | Greenwich, CT | $20.4M | 112,494 | +5,105 shares |
| Bank of America Corp. | Charlotte, NC | $15.4M | 84,945 | −9,574 shares |
| Baltimore-Washington Financial Advisors, Inc. | Columbia, MD | $14.9M | 82,289 | −220,602 shares |
| Valmark Advisers, Inc. | Akron, OH | $13.4M | 74,055 | +21,783 shares |
The full list comes with the Advisors and Institutions package.
Sign up to see them allFrom SEC Form 13F, for managers with $100M+ in US securities. Change compares June 30, 2026 with March 31, 2026. “New position” means no holding in the prior filing we have.
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Frequently asked questions
Who owns LGLV?
185 institutional managers reported holding LGLV in Form 13F filings for June 30, 2026, worth $586.6M in total. The largest reported position was held by Syntegra Private Wealth Group, LLC, at $140.0M.
Did institutions buy or sell LGLV last quarter?
Reported 13F value fell 8.7% from March 31, 2026, which includes price moves as well as buying and selling. 12 firms reported a new position and 16 sold all of theirs.
What is a Form 13F?
A quarterly report filed with the SEC by institutional investment managers with $100 million or more in qualifying US securities. It lists their long positions at quarter end. It doesn't cover retail investors, cash, short positions, or managers under the threshold, so it shows part of a fund's ownership, not all of it.
How often is LGLV ownership data updated?
13F filings are due 45 days after each quarter ends. The next set is due around mid-November. Positions can be up to about four and a half months old by the time a new set arrives.