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On this page, we present all of the funds holding LGLV from our database of 13F filers, detailed in the table below.
The first column indicates the name of each of the funds holding LGLV, with a link to that fund's top holdings. The next columns
indicate the amount of LGLV stock held by each of the funds holding LGLV, followed by the LGLV position size held by the fund, and lastly the
date of the quarterly filing period the data represents. In total, we count 168 funds holding LGLV within the last two filing periods in our coverage universe of 13F filers,
with the largest position size having been reported by Syntegra Private Wealth Group LLC. For more details on the positions held by Syntegra Private Wealth Group LLC
(or by any of the other funds holding LGLV), click the fund name in the "Holder" column of the funds-holding-LGLV table below.
Holder | Amount | Position Size
($ in 1000's) | As of |
Syntegra Private Wealth Group LLC | 571,299 | $82,844 | 12/31/2023 | LGLV | 571,299 | $82,844 | 12/31/2023 | Congress Wealth Management LLC DE | 313,947 | $48,894 | 03/31/2024 | LGLV | 313,947 | $48,894 | 03/31/2024 | Gerber Kawasaki Wealth & Investment Management | 269,958 | $39,147 | 12/31/2023 | LGLV | 269,958 | $39,147 | 12/31/2023 | Baltimore Washington Financial Advisors Inc. | 250,815 | $36,371 | 12/31/2023 | LGLV | 250,815 | $36,371 | 12/31/2023 | LPL Financial LLC | 235,631 | $34,169 | 12/31/2023 | LGLV | 235,631 | $34,169 | 12/31/2023 | Morgan Stanley | 151,557 | $21,977 | 12/31/2023 | LGLV | 151,557 | $21,977 | 12/31/2023 | First American Trust FSB | 148,497 | $21,534 | 12/31/2023 | LGLV | 148,497 | $21,534 | 12/31/2023 | Wells Fargo & Company MN | 133,718 | $19,390 | 12/31/2023 | LGLV | 133,718 | $19,390 | 12/31/2023 | Advisor Group Holdings Inc. | 110,250 | $16,005 | 12/31/2023 | LGLV | 110,250 | $16,005 | 12/31/2023 | DORVAL Corp | 105,595 | $15,312 | 12/31/2023 | LGLV | 105,595 | $15,312 | 12/31/2023 | Raymond James Financial Services Advisors Inc. | 100,749 | $14,610 | 12/31/2023 | LGLV | 100,749 | $14,610 | 12/31/2023 | McNaughton Wealth Management LLC | 88,992 | $13,860 | 03/31/2024 | LGLV | 88,992 | $13,860 | 03/31/2024 | Astor Investment Management LLC | 73,117 | $10,603 | 12/31/2023 | LGLV | 73,117 | $10,603 | 12/31/2023 | Bank of America Corp DE | 68,751 | $9,970 | 12/31/2023 | LGLV | 68,751 | $9,970 | 12/31/2023 | Envestnet Asset Management Inc. | 62,021 | $8,994 | 12/31/2023 | LGLV | 62,021 | $8,994 | 12/31/2023 | AE Wealth Management LLC | 53,295 | $7,842 | 12/31/2023 | LGLV | 53,295 | $7,842 | 12/31/2023 | Founders Financial Securities LLC | 41,623 | $6,482 | 03/31/2024 | LGLV | 41,623 | $6,482 | 03/31/2024 | HF Advisory Group LLC | 32,742 | $4,748 | 12/31/2023 | LGLV | 32,742 | $4,748 | 12/31/2023 | Wealth Enhancement Advisory Services LLC | 26,006 | $4,050 | 03/31/2024 | LGLV | 26,006 | $4,050 | 03/31/2024 | Win Advisors Inc. | 26,894 | $3,900 | 12/31/2023 | LGLV | 26,894 | $3,900 | 12/31/2023 | Sei Investments Co. | 26,216 | $3,802 | 12/31/2023 | LGLV | 26,216 | $3,802 | 12/31/2023 | Miracle Mile Advisors LLC | 17,908 | $2,789 | 03/31/2024 | LGLV | 17,908 | $2,789 | 03/31/2024 | Sage Mountain Advisors LLC | 18,958 | $2,749 | 12/31/2023 | LGLV | 18,958 | $2,749 | 12/31/2023 | Journey Advisory Group LLC | 18,455 | $2,676 | 12/31/2023 | LGLV | 18,455 | $2,676 | 12/31/2023 | Atria Investments LLC | 18,105 | $2,625 | 12/31/2023 | LGLV | 18,105 | $2,625 | 12/31/2023 | Atria Wealth Solutions Inc. | 17,563 | $2,547 | 12/31/2023 | LGLV | 17,563 | $2,547 | 12/31/2023 | Thrive Capital Management LLC | 17,510 | $2,539 | 12/31/2023 | LGLV | 17,510 | $2,539 | 12/31/2023 | Baker Tilly Financial LLC | 16,010 | $2,322 | 12/31/2023 | LGLV | 16,010 | $2,322 | 12/31/2023 | State Street Corp | 15,636 | $2,267 | 12/31/2023 | LGLV | 15,636 | $2,267 | 12/31/2023 | Commonwealth Equity Services LLC | 15,607 | $2,263 | 12/31/2023 | LGLV | 15,607 | $2,263 | 12/31/2023 | Roffman Miller Associates Inc. PA | 14,674 | $2,128 | 12/31/2023 | LGLV | 14,674 | $2,128 | 12/31/2023 | Legacy Capital Group California Inc. | 13,256 | $1,922 | 12/31/2023 | LGLV | 13,256 | $1,922 | 12/31/2023 | UBS Group AG | 12,882 | $1,868 | 12/31/2023 | LGLV | 12,882 | $1,868 | 12/31/2023 | Vermillion & White Wealth Management Group LLC | 12,842 | $1,862 | 12/31/2023 | LGLV | 12,842 | $1,862 | 12/31/2023 | Mariner LLC | 12,659 | $1,836 | 12/31/2023 | LGLV | 12,659 | $1,836 | 12/31/2023 | Thoroughbred Financial Services LLC | 12,144 | $1,761 | 12/31/2023 | LGLV | 12,144 | $1,761 | 12/31/2023 | IHT Wealth Management LLC | 11,838 | $1,717 | 12/31/2023 | LGLV | 11,838 | $1,717 | 12/31/2023 | Mission Creek Capital Partners Inc. | 11,423 | $1,656 | 12/31/2023 | LGLV | 11,423 | $1,656 | 12/31/2023 | KWB Wealth | 11,161 | $1,618 | 12/31/2023 | LGLV | 11,161 | $1,618 | 12/31/2023 | Daiwa Securities Group Inc. | 11,070 | $1,605 | 12/31/2023 | LGLV | 11,070 | $1,605 | 12/31/2023 | Ameriprise Financial Inc. | 10,793 | $1,540 | 12/31/2023 | LGLV | 10,793 | $1,540 | 12/31/2023 | Cetera Advisors LLC | 10,504 | $1,523 | 12/31/2023 | LGLV | 10,504 | $1,523 | 12/31/2023 | Goldman Sachs Group Inc. | 10,004 | $1,451 | 12/31/2023 | LGLV | 10,004 | $1,451 | 12/31/2023 | Wedbush Securities Inc. | 9,839 | $1,427 | 12/31/2023 | LGLV | 9,839 | $1,427 | 12/31/2023 | GeoWealth Management LLC | 9,735 | $1,412 | 12/31/2023 | LGLV | 9,735 | $1,412 | 12/31/2023 | Sheets Smith Wealth Management | 9,624 | $1,396 | 12/31/2023 | LGLV | 9,624 | $1,396 | 12/31/2023 | Private Advisor Group LLC | 9,008 | $1,306 | 12/31/2023 | LGLV | 9,008 | $1,306 | 12/31/2023 | Cambridge Investment Research Advisors Inc. | 8,383 | $1,216 | 12/31/2023 | LGLV | 8,383 | $1,216 | 12/31/2023 | Thrivent Financial for Lutherans | 8,355 | $1,211 | 12/31/2023 | LGLV | 8,355 | $1,211 | 12/31/2023 | Harvest Investment Services LLC | 8,349 | $1,211 | 12/31/2023 | LGLV | 8,349 | $1,211 | 12/31/2023 | Valmark Advisers Inc. | 8,340 | $1,209 | 12/31/2023 | LGLV | 8,340 | $1,209 | 12/31/2023 | Paul Damon & Associates Inc. | 7,843 | $1,137 | 12/31/2023 | LGLV | 7,843 | $1,137 | 12/31/2023 | Riversedge Advisors LLC | 7,594 | $1,101 | 12/31/2023 | LGLV | 7,594 | $1,101 | 12/31/2023 | Financial Insights Inc. | 7,578 | $1,099 | 12/31/2023 | LGLV | 7,578 | $1,099 | 12/31/2023 | Fortis Group Advisors LLC | 8,022 | $1,097 | 12/31/2023 | LGLV | 8,022 | $1,097 | 12/31/2023 | Equitable Holdings Inc. | 7,543 | $1,094 | 12/31/2023 | LGLV | 7,543 | $1,094 | 12/31/2023 | Flagship Private Wealth LLC | 7,545 | $1,094 | 12/31/2023 | LGLV | 7,545 | $1,094 | 12/31/2023 | Financial Advocates Investment Management | 7,355 | $1,067 | 12/31/2023 | LGLV | 7,355 | $1,067 | 12/31/2023 | Royal Bank of Canada | 7,156 | $1,037 | 12/31/2023 | LGLV | 7,156 | $1,037 | 12/31/2023 | Strategic Blueprint LLC | 6,976 | $1,012 | 12/31/2023 | LGLV | 6,976 | $1,012 | 12/31/2023 | Advisor Resource Council | 6,962 | $1,010 | 12/31/2023 | LGLV | 6,962 | $1,010 | 12/31/2023 | Northwestern Mutual Wealth Management Co. | 6,752 | $979 | 12/31/2023 | LGLV | 6,752 | $979 | 12/31/2023 | Milestone Investment Advisors LLC | 6,430 | $932 | 12/31/2023 | LGLV | 6,430 | $932 | 12/31/2023 | Darwin Advisors LLC | 6,325 | $917 | 12/31/2023 | LGLV | 6,325 | $917 | 12/31/2023 | Tsfg LLC | 5,506 | $858 | 03/31/2024 | LGLV | 5,506 | $858 | 03/31/2024 | Citadel Advisors LLC | 5,745 | $833 | 12/31/2023 | LGLV | 5,745 | $833 | 12/31/2023 | Eagle Capital Management LLC LA | 5,270 | $821 | 03/31/2024 | LGLV | 5,270 | $821 | 03/31/2024 | Cypress Wealth Services LLC | 5,166 | $805 | 03/31/2024 | LGLV | 5,166 | $805 | 03/31/2024 | Iowa State Bank | 5,530 | $802 | 12/31/2023 | LGLV | 5,530 | $802 | 12/31/2023 | Flow Traders U.S. LLC | 5,368 | $778 | 12/31/2023 | LGLV | 5,368 | $778 | 12/31/2023 | Mutual Advisors LLC | 5,272 | $764 | 12/31/2023 | LGLV | 5,272 | $764 | 12/31/2023 | Susquehanna International Group LLP | 5,085 | $737 | 12/31/2023 | LGLV | 5,085 | $737 | 12/31/2023 | Absolute Capital Management LLC | 5,000 | $725 | 12/31/2023 | LGLV | 5,000 | $725 | 12/31/2023 | Integrated Wealth Concepts LLC | 4,749 | $689 | 12/31/2023 | LGLV | 4,749 | $689 | 12/31/2023 | CWM LLC | 4,386 | $683 | 03/31/2024 | LGLV | 4,386 | $683 | 03/31/2024 | Avantax Advisory Services Inc. | 4,531 | $657 | 12/31/2023 | LGLV | 4,531 | $657 | 12/31/2023 | Stratos Wealth Partners LTD. | 3,918 | $610 | 03/31/2024 | LGLV | 3,918 | $610 | 03/31/2024 | Jane Street Group LLC | 4,173 | $605 | 12/31/2023 | LGLV | 4,173 | $605 | 12/31/2023 | Outlook Wealth Advisors LLC | 4,131 | $599 | 12/31/2023 | LGLV | 4,131 | $599 | 12/31/2023 | Vertex Planning Partners LLC | 3,995 | $579 | 12/31/2023 | LGLV | 3,995 | $579 | 12/31/2023 | Empirical Financial Services LLC d.b.a. Empirical Wealth Management | 3,905 | $566 | 12/31/2023 | LGLV | 3,905 | $566 | 12/31/2023 | Stifel Financial Corp | 3,894 | $565 | 12/31/2023 | LGLV | 3,894 | $565 | 12/31/2023 | Creative Financial Designs Inc. ADV | 3,830 | $555 | 12/31/2023 | LGLV | 3,830 | $555 | 12/31/2023 | Second Line Capital LLC | 3,753 | $544 | 12/31/2023 | LGLV | 3,753 | $544 | 12/31/2023 | PFG Advisors | 3,703 | $537 | 12/31/2023 | LGLV | 3,703 | $537 | 12/31/2023 | Hutchens & Kramer Investment Management Group LLC | 3,646 | $529 | 12/31/2023 | LGLV | 3,646 | $529 | 12/31/2023 | Insight Advisors LLC PA | 3,613 | $524 | 12/31/2023 | LGLV | 3,613 | $524 | 12/31/2023 | ARQ Wealth Advisors LLC | 3,558 | $516 | 12/31/2023 | LGLV | 3,558 | $516 | 12/31/2023 | J.W. Cole Advisors Inc. | 3,305 | $479 | 12/31/2023 | LGLV | 3,305 | $479 | 12/31/2023 | Legacy Capital Wealth Partners LLC | 3,068 | $445 | 12/31/2023 | LGLV | 3,068 | $445 | 12/31/2023 | Millington Financial Advisors LLC | 3,006 | $436 | 12/31/2023 | LGLV | 3,006 | $436 | 12/31/2023 | Householder Group Estate & Retirement Specialist LLC | 2,819 | $408 | 12/31/2023 | LGLV | 2,819 | $408 | 12/31/2023 | Cardiff Park Advisors LLC | 2,766 | $401 | 12/31/2023 | LGLV | 2,766 | $401 | 12/31/2023 | Merit Financial Group LLC | 2,594 | $376 | 12/31/2023 | LGLV | 2,594 | $376 | 12/31/2023 | High Net Worth Advisory Group LLC | 2,400 | $374 | 03/31/2024 | LGLV | 2,400 | $374 | 03/31/2024 | Legacy Trust | 2,568 | $372 | 12/31/2023 | LGLV | 2,568 | $372 | 12/31/2023 | Harbour Investments Inc. | 2,545 | $369 | 12/31/2023 | LGLV | 2,545 | $369 | 12/31/2023 | Bank of New York Mellon Corp | 2,521 | $366 | 12/31/2023 | LGLV | 2,521 | $366 | 12/31/2023 | Advisory Services Network LLC | 2,295 | $333 | 12/31/2023 | LGLV | 2,295 | $333 | 12/31/2023 | Financial Life Advisors | 2,115 | $329 | 03/31/2024 | LGLV | 2,115 | $329 | 03/31/2024 | Commonwealth Financial Services LLC | 2,261 | $328 | 12/31/2023 | LGLV | 2,261 | $328 | 12/31/2023 | Kestra Advisory Services LLC | 2,259 | $328 | 12/31/2023 | LGLV | 2,259 | $328 | 12/31/2023 | Mezzasalma Advisors LLC | 2,213 | $321 | 12/31/2023 | LGLV | 2,213 | $321 | 12/31/2023 | JPMorgan Chase & Co. | 2,209 | $320 | 12/31/2023 | LGLV | 2,209 | $320 | 12/31/2023 | Aptus Capital Advisors LLC | 2,202 | $319 | 12/31/2023 | LGLV | 2,202 | $319 | 12/31/2023 | AdvisorNet Financial Inc | 1,976 | $308 | 03/31/2024 | LGLV | 1,976 | $308 | 03/31/2024 | Legacy Financial Advisors Inc. | 2,038 | $296 | 12/31/2023 | LGLV | 2,038 | $296 | 12/31/2023 | Mercer Global Advisors Inc. ADV | 2,034 | $295 | 12/31/2023 | LGLV | 2,034 | $295 | 12/31/2023 | Steward Partners Investment Advisory LLC | 2,027 | $294 | 12/31/2023 | LGLV | 2,027 | $294 | 12/31/2023 | Change Path LLC | 1,990 | $289 | 12/31/2023 | LGLV | 1,990 | $289 | 12/31/2023 | HighTower Advisors LLC | 1,933 | $281 | 12/31/2023 | LGLV | 1,933 | $281 | 12/31/2023 | Advisory Alpha LLC | 1,903 | $276 | 12/31/2023 | LGLV | 1,903 | $276 | 12/31/2023 | Perfromance Wealth Partners LLC | 1,900 | $276 | 12/31/2023 | LGLV | 1,900 | $276 | 12/31/2023 | Cetera Advisor Networks LLC | 1,858 | $269 | 12/31/2023 | LGLV | 1,858 | $269 | 12/31/2023 | Axxcess Wealth Management LLC | 1,851 | $268 | 12/31/2023 | LGLV | 1,851 | $268 | 12/31/2023 | Cetera Investment Advisers | 1,808 | $262 | 12/31/2023 | LGLV | 1,808 | $262 | 12/31/2023 | Lincoln National Corp | 1,762 | $256 | 12/31/2023 | LGLV | 1,762 | $256 | 12/31/2023 | Cedar Brook Financial Partners LLC | 1,633 | $254 | 03/31/2024 | LGLV | 1,633 | $254 | 03/31/2024 | Moloney Securities Asset Management LLC | 1,750 | $254 | 12/31/2023 | LGLV | 1,750 | $254 | 12/31/2023 | MML Investors Services LLC | 1,725 | $250 | 12/31/2023 | LGLV | 1,725 | $250 | 12/31/2023 | Midwest Heritage Bank FSB | 1,657 | $240 | 12/31/2023 | LGLV | 1,657 | $240 | 12/31/2023 | Balentine LLC | 1,647 | $239 | 12/31/2023 | LGLV | 1,647 | $239 | 12/31/2023 | Tower Research Capital LLC TRC | 1,621 | $235 | 12/31/2023 | LGLV | 1,621 | $235 | 12/31/2023 | TIAA Trust National Association | 1,604 | $233 | 12/31/2023 | LGLV | 1,604 | $233 | 12/31/2023 | BCJ Capital Management LLC | 1,579 | $229 | 12/31/2023 | LGLV | 1,579 | $229 | 12/31/2023 | Benchmark Investment Advisors LLC | 1,579 | $229 | 12/31/2023 | LGLV | 1,579 | $229 | 12/31/2023 | Reuter James Wealth Management LLC | 1,561 | $226 | 12/31/2023 | LGLV | 1,561 | $226 | 12/31/2023 | Flynn Zito Capital Management LLC | 1,550 | $225 | 12/31/2023 | LGLV | 1,550 | $225 | 12/31/2023 | Cornerstone Wealth Management LLC | 1,501 | $218 | 12/31/2023 | LGLV | 1,501 | $218 | 12/31/2023 | Pacific Sun Financial Corp | 1,475 | $214 | 12/31/2023 | LGLV | 1,475 | $214 | 12/31/2023 | CI Private Wealth LLC | 1,418 | $206 | 12/31/2023 | LGLV | 1,418 | $206 | 12/31/2023 | Raleigh Capital Management Inc. | 1,406 | $204 | 12/31/2023 | LGLV | 1,406 | $204 | 12/31/2023 | Janney Montgomery Scott LLC | 1,400 | $203 | 12/31/2023 | LGLV | 1,400 | $203 | 12/31/2023 | EP Wealth Advisors LLC | 1,403 | $203 | 12/31/2023 | LGLV | 1,403 | $203 | 12/31/2023 | Bouchey Financial Group Ltd | 1,400 | $203 | 12/31/2023 | LGLV | 1,400 | $203 | 12/31/2023 | FMR LLC | 1,176 | $171 | 12/31/2023 | LGLV | 1,176 | $171 | 12/31/2023 | Barrett & Company Inc. | 1,048 | $163 | 03/31/2024 | LGLV | 1,048 | $163 | 03/31/2024 | Bogart Wealth LLC | 1,081 | $157 | 12/31/2023 | LGLV | 1,081 | $157 | 12/31/2023 | Private Trust Co. NA | 969 | $141 | 12/31/2023 | LGLV | 969 | $141 | 12/31/2023 | Ulland Investment Advisors LLC | 948 | $137 | 12/31/2023 | LGLV | 948 | $137 | 12/31/2023 | Prestige Wealth Management Group LLC | 735 | $107 | 12/31/2023 | LGLV | 735 | $107 | 12/31/2023 | 1832 Asset Management L.P. | 721 | $105 | 12/31/2023 | LGLV | 721 | $105 | 12/31/2023 | GWM Advisors LLC | 666 | $97 | 12/31/2023 | LGLV | 666 | $97 | 12/31/2023 | SRS Capital Advisors Inc. | 601 | $87 | 12/31/2023 | LGLV | 601 | $87 | 12/31/2023 | Signaturefd LLC | 530 | $77 | 12/31/2023 | LGLV | 530 | $77 | 12/31/2023 | NBC Securities Inc. | 408 | $63 | 03/31/2024 | LGLV | 408 | $63 | 03/31/2024 | CENTRAL TRUST Co | 378 | $55 | 12/31/2023 | LGLV | 378 | $55 | 12/31/2023 | Paladin Advisory Group LLC | 312 | $45 | 12/31/2023 | LGLV | 312 | $45 | 12/31/2023 | Mather Group LLC. | 304 | $44 | 03/31/2024 | LGLV | 304 | $44 | 03/31/2024 | Able Wealth Management LLC | 270 | $39 | 12/31/2023 | LGLV | 270 | $39 | 12/31/2023 | Comerica Bank | 260 | $38 | 12/31/2023 | LGLV | 260 | $38 | 12/31/2023 | Farther Finance Advisors LLC | 256 | $37 | 12/31/2023 | LGLV | 256 | $37 | 12/31/2023 | Qube Research & Technologies Ltd | 235 | $34 | 12/31/2023 | LGLV | 235 | $34 | 12/31/2023 | Retirement Group LLC | 230 | $33 | 12/31/2023 | LGLV | 230 | $33 | 12/31/2023 | Principal Securities Inc. | 205 | $30 | 12/31/2023 | LGLV | 205 | $30 | 12/31/2023 | Macroview Investment Management LLC | 209 | $30 | 12/31/2023 | LGLV | 209 | $30 | 12/31/2023 | Tidemark LLC | 210 | $30 | 12/31/2023 | LGLV | 210 | $30 | 12/31/2023 | Tucker Asset Management LLC | 186 | $27 | 12/31/2023 | LGLV | 186 | $27 | 12/31/2023 | Blue Bell Private Wealth Management LLC | 160 | $23 | 12/31/2023 | LGLV | 160 | $23 | 12/31/2023 | Rosenberg Matthew Hamilton | 156 | $23 | 12/31/2023 | LGLV | 156 | $23 | 12/31/2023 | Spire Wealth Management | 127 | $19 | 12/31/2023 | LGLV | 127 | $19 | 12/31/2023 | Front Row Advisors LLC | 60 | $9 | 12/31/2023 | LGLV | 60 | $9 | 12/31/2023 | Capital Investment Advisory Services LLC | 25 | $4 | 12/31/2023 | LGLV | 25 | $4 | 12/31/2023 | Geneos Wealth Management Inc. | 30 | $4 | 12/31/2023 | LGLV | 30 | $4 | 12/31/2023 | Integrity Financial Corp WA | 26 | $4 | 12/31/2023 | LGLV | 26 | $4 | 12/31/2023 | South State CORP. | 14 | $2 | 12/31/2023 | LGLV | 14 | $2 | 12/31/2023 | Sandy Spring Bank | 16 | $2 | 12/31/2023 | LGLV | 16 | $2 | 12/31/2023 | Proequities Inc. | 0 | $0 | 12/31/2023 | LGLV | 0 | $0 | 12/31/2023 | IMC Chicago LLC | 14,509 | $-53,847 | 03/31/2024 | Put | 3,254,100 | $243,236 | 03/31/2024 | Call | 2,450,200 | $187,129 | 03/31/2024 | LGLV | 14,509 | $2,260 | 03/31/2024 |
See Summary: Institutional Holders of LGLV
See Details: Top 10 Hedge Funds Holding LGLV
Also See: LGLV Holdings Changes
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