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Funds Holding LGLV

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.

HolderAmountPosition Size
($ in 1000's)
 As of
Syntegra Private Wealth Group LLC571,299$82,844 12/31/2023
     LGLV571,299$82,844 12/31/2023
Congress Wealth Management LLC DE 313,947$48,894 03/31/2024
     LGLV313,947$48,894 03/31/2024
Gerber Kawasaki Wealth & Investment Management269,958$39,147 12/31/2023
     LGLV269,958$39,147 12/31/2023
Baltimore Washington Financial Advisors Inc.250,815$36,371 12/31/2023
     LGLV250,815$36,371 12/31/2023
LPL Financial LLC235,631$34,169 12/31/2023
     LGLV235,631$34,169 12/31/2023
Morgan Stanley151,557$21,977 12/31/2023
     LGLV151,557$21,977 12/31/2023
First American Trust FSB148,497$21,534 12/31/2023
     LGLV148,497$21,534 12/31/2023
Wells Fargo & Company MN133,718$19,390 12/31/2023
     LGLV133,718$19,390 12/31/2023
Advisor Group Holdings Inc.110,250$16,005 12/31/2023
     LGLV110,250$16,005 12/31/2023
DORVAL Corp105,595$15,312 12/31/2023
     LGLV105,595$15,312 12/31/2023
Raymond James Financial Services Advisors Inc.100,749$14,610 12/31/2023
     LGLV100,749$14,610 12/31/2023
McNaughton Wealth Management LLC88,992$13,860 03/31/2024
     LGLV88,992$13,860 03/31/2024
Astor Investment Management LLC73,117$10,603 12/31/2023
     LGLV73,117$10,603 12/31/2023
Bank of America Corp DE68,751$9,970 12/31/2023
     LGLV68,751$9,970 12/31/2023
Envestnet Asset Management Inc.62,021$8,994 12/31/2023
     LGLV62,021$8,994 12/31/2023
AE Wealth Management LLC53,295$7,842 12/31/2023
     LGLV53,295$7,842 12/31/2023
Founders Financial Securities LLC41,623$6,482 03/31/2024
     LGLV41,623$6,482 03/31/2024
HF Advisory Group LLC32,742$4,748 12/31/2023
     LGLV32,742$4,748 12/31/2023
Wealth Enhancement Advisory Services LLC26,006$4,050 03/31/2024
     LGLV26,006$4,050 03/31/2024
Win Advisors Inc.26,894$3,900 12/31/2023
     LGLV26,894$3,900 12/31/2023
Sei Investments Co.26,216$3,802 12/31/2023
     LGLV26,216$3,802 12/31/2023
Miracle Mile Advisors LLC17,908$2,789 03/31/2024
     LGLV17,908$2,789 03/31/2024
Sage Mountain Advisors LLC18,958$2,749 12/31/2023
     LGLV18,958$2,749 12/31/2023
Journey Advisory Group LLC18,455$2,676 12/31/2023
     LGLV18,455$2,676 12/31/2023
Atria Investments LLC18,105$2,625 12/31/2023
     LGLV18,105$2,625 12/31/2023
Atria Wealth Solutions Inc.17,563$2,547 12/31/2023
     LGLV17,563$2,547 12/31/2023
Thrive Capital Management LLC17,510$2,539 12/31/2023
     LGLV17,510$2,539 12/31/2023
Baker Tilly Financial LLC16,010$2,322 12/31/2023
     LGLV16,010$2,322 12/31/2023
State Street Corp15,636$2,267 12/31/2023
     LGLV15,636$2,267 12/31/2023
Commonwealth Equity Services LLC15,607$2,263 12/31/2023
     LGLV15,607$2,263 12/31/2023
Roffman Miller Associates Inc. PA14,674$2,128 12/31/2023
     LGLV14,674$2,128 12/31/2023
Legacy Capital Group California Inc.13,256$1,922 12/31/2023
     LGLV13,256$1,922 12/31/2023
UBS Group AG12,882$1,868 12/31/2023
     LGLV12,882$1,868 12/31/2023
Vermillion & White Wealth Management Group LLC12,842$1,862 12/31/2023
     LGLV12,842$1,862 12/31/2023
Mariner LLC12,659$1,836 12/31/2023
     LGLV12,659$1,836 12/31/2023
Thoroughbred Financial Services LLC12,144$1,761 12/31/2023
     LGLV12,144$1,761 12/31/2023
IHT Wealth Management LLC11,838$1,717 12/31/2023
     LGLV11,838$1,717 12/31/2023
Mission Creek Capital Partners Inc.11,423$1,656 12/31/2023
     LGLV11,423$1,656 12/31/2023
KWB Wealth11,161$1,618 12/31/2023
     LGLV11,161$1,618 12/31/2023
Daiwa Securities Group Inc.11,070$1,605 12/31/2023
     LGLV11,070$1,605 12/31/2023
Ameriprise Financial Inc.10,793$1,540 12/31/2023
     LGLV10,793$1,540 12/31/2023
Cetera Advisors LLC10,504$1,523 12/31/2023
     LGLV10,504$1,523 12/31/2023
Goldman Sachs Group Inc.10,004$1,451 12/31/2023
     LGLV10,004$1,451 12/31/2023
Wedbush Securities Inc.9,839$1,427 12/31/2023
     LGLV9,839$1,427 12/31/2023
GeoWealth Management LLC9,735$1,412 12/31/2023
     LGLV9,735$1,412 12/31/2023
Sheets Smith Wealth Management9,624$1,396 12/31/2023
     LGLV9,624$1,396 12/31/2023
Private Advisor Group LLC9,008$1,306 12/31/2023
     LGLV9,008$1,306 12/31/2023
Cambridge Investment Research Advisors Inc.8,383$1,216 12/31/2023
     LGLV8,383$1,216 12/31/2023
Thrivent Financial for Lutherans8,355$1,211 12/31/2023
     LGLV8,355$1,211 12/31/2023
Harvest Investment Services LLC8,349$1,211 12/31/2023
     LGLV8,349$1,211 12/31/2023
Valmark Advisers Inc.8,340$1,209 12/31/2023
     LGLV8,340$1,209 12/31/2023
Paul Damon & Associates Inc.7,843$1,137 12/31/2023
     LGLV7,843$1,137 12/31/2023
Riversedge Advisors LLC7,594$1,101 12/31/2023
     LGLV7,594$1,101 12/31/2023
Financial Insights Inc.7,578$1,099 12/31/2023
     LGLV7,578$1,099 12/31/2023
Fortis Group Advisors LLC8,022$1,097 12/31/2023
     LGLV8,022$1,097 12/31/2023
Equitable Holdings Inc.7,543$1,094 12/31/2023
     LGLV7,543$1,094 12/31/2023
Flagship Private Wealth LLC7,545$1,094 12/31/2023
     LGLV7,545$1,094 12/31/2023
Financial Advocates Investment Management7,355$1,067 12/31/2023
     LGLV7,355$1,067 12/31/2023
Royal Bank of Canada7,156$1,037 12/31/2023
     LGLV7,156$1,037 12/31/2023
Strategic Blueprint LLC6,976$1,012 12/31/2023
     LGLV6,976$1,012 12/31/2023
Advisor Resource Council6,962$1,010 12/31/2023
     LGLV6,962$1,010 12/31/2023
Northwestern Mutual Wealth Management Co.6,752$979 12/31/2023
     LGLV6,752$979 12/31/2023
Milestone Investment Advisors LLC6,430$932 12/31/2023
     LGLV6,430$932 12/31/2023
Darwin Advisors LLC6,325$917 12/31/2023
     LGLV6,325$917 12/31/2023
Tsfg LLC5,506$858 03/31/2024
     LGLV5,506$858 03/31/2024
Citadel Advisors LLC5,745$833 12/31/2023
     LGLV5,745$833 12/31/2023
Eagle Capital Management LLC LA5,270$821 03/31/2024
     LGLV5,270$821 03/31/2024
Cypress Wealth Services LLC5,166$805 03/31/2024
     LGLV5,166$805 03/31/2024
Iowa State Bank5,530$802 12/31/2023
     LGLV5,530$802 12/31/2023
Flow Traders U.S. LLC5,368$778 12/31/2023
     LGLV5,368$778 12/31/2023
Mutual Advisors LLC5,272$764 12/31/2023
     LGLV5,272$764 12/31/2023
Susquehanna International Group LLP5,085$737 12/31/2023
     LGLV5,085$737 12/31/2023
Absolute Capital Management LLC5,000$725 12/31/2023
     LGLV5,000$725 12/31/2023
Integrated Wealth Concepts LLC4,749$689 12/31/2023
     LGLV4,749$689 12/31/2023
CWM LLC4,386$683 03/31/2024
     LGLV4,386$683 03/31/2024
Avantax Advisory Services Inc.4,531$657 12/31/2023
     LGLV4,531$657 12/31/2023
Stratos Wealth Partners LTD.3,918$610 03/31/2024
     LGLV3,918$610 03/31/2024
Jane Street Group LLC4,173$605 12/31/2023
     LGLV4,173$605 12/31/2023
Outlook Wealth Advisors LLC4,131$599 12/31/2023
     LGLV4,131$599 12/31/2023
Vertex Planning Partners LLC3,995$579 12/31/2023
     LGLV3,995$579 12/31/2023
Empirical Financial Services LLC d.b.a. Empirical Wealth Management3,905$566 12/31/2023
     LGLV3,905$566 12/31/2023
Stifel Financial Corp3,894$565 12/31/2023
     LGLV3,894$565 12/31/2023
Creative Financial Designs Inc. ADV3,830$555 12/31/2023
     LGLV3,830$555 12/31/2023
Second Line Capital LLC3,753$544 12/31/2023
     LGLV3,753$544 12/31/2023
PFG Advisors3,703$537 12/31/2023
     LGLV3,703$537 12/31/2023
Hutchens & Kramer Investment Management Group LLC3,646$529 12/31/2023
     LGLV3,646$529 12/31/2023
Insight Advisors LLC PA3,613$524 12/31/2023
     LGLV3,613$524 12/31/2023
ARQ Wealth Advisors LLC3,558$516 12/31/2023
     LGLV3,558$516 12/31/2023
J.W. Cole Advisors Inc.3,305$479 12/31/2023
     LGLV3,305$479 12/31/2023
Legacy Capital Wealth Partners LLC3,068$445 12/31/2023
     LGLV3,068$445 12/31/2023
Millington Financial Advisors LLC3,006$436 12/31/2023
     LGLV3,006$436 12/31/2023
Householder Group Estate & Retirement Specialist LLC2,819$408 12/31/2023
     LGLV2,819$408 12/31/2023
Cardiff Park Advisors LLC2,766$401 12/31/2023
     LGLV2,766$401 12/31/2023
Merit Financial Group LLC2,594$376 12/31/2023
     LGLV2,594$376 12/31/2023
High Net Worth Advisory Group LLC2,400$374 03/31/2024
     LGLV2,400$374 03/31/2024
Legacy Trust2,568$372 12/31/2023
     LGLV2,568$372 12/31/2023
Harbour Investments Inc.2,545$369 12/31/2023
     LGLV2,545$369 12/31/2023
Bank of New York Mellon Corp2,521$366 12/31/2023
     LGLV2,521$366 12/31/2023
Advisory Services Network LLC2,295$333 12/31/2023
     LGLV2,295$333 12/31/2023
Financial Life Advisors2,115$329 03/31/2024
     LGLV2,115$329 03/31/2024
Commonwealth Financial Services LLC2,261$328 12/31/2023
     LGLV2,261$328 12/31/2023
Kestra Advisory Services LLC2,259$328 12/31/2023
     LGLV2,259$328 12/31/2023
Mezzasalma Advisors LLC2,213$321 12/31/2023
     LGLV2,213$321 12/31/2023
JPMorgan Chase & Co.2,209$320 12/31/2023
     LGLV2,209$320 12/31/2023
Aptus Capital Advisors LLC2,202$319 12/31/2023
     LGLV2,202$319 12/31/2023
AdvisorNet Financial Inc1,976$308 03/31/2024
     LGLV1,976$308 03/31/2024
Legacy Financial Advisors Inc.2,038$296 12/31/2023
     LGLV2,038$296 12/31/2023
Mercer Global Advisors Inc. ADV2,034$295 12/31/2023
     LGLV2,034$295 12/31/2023
Steward Partners Investment Advisory LLC2,027$294 12/31/2023
     LGLV2,027$294 12/31/2023
Change Path LLC1,990$289 12/31/2023
     LGLV1,990$289 12/31/2023
HighTower Advisors LLC1,933$281 12/31/2023
     LGLV1,933$281 12/31/2023
Advisory Alpha LLC1,903$276 12/31/2023
     LGLV1,903$276 12/31/2023
Perfromance Wealth Partners LLC1,900$276 12/31/2023
     LGLV1,900$276 12/31/2023
Cetera Advisor Networks LLC1,858$269 12/31/2023
     LGLV1,858$269 12/31/2023
Axxcess Wealth Management LLC1,851$268 12/31/2023
     LGLV1,851$268 12/31/2023
Cetera Investment Advisers1,808$262 12/31/2023
     LGLV1,808$262 12/31/2023
Lincoln National Corp1,762$256 12/31/2023
     LGLV1,762$256 12/31/2023
Cedar Brook Financial Partners LLC1,633$254 03/31/2024
     LGLV1,633$254 03/31/2024
Moloney Securities Asset Management LLC1,750$254 12/31/2023
     LGLV1,750$254 12/31/2023
MML Investors Services LLC1,725$250 12/31/2023
     LGLV1,725$250 12/31/2023
Midwest Heritage Bank FSB1,657$240 12/31/2023
     LGLV1,657$240 12/31/2023
Balentine LLC1,647$239 12/31/2023
     LGLV1,647$239 12/31/2023
Tower Research Capital LLC TRC 1,621$235 12/31/2023
     LGLV1,621$235 12/31/2023
TIAA Trust National Association1,604$233 12/31/2023
     LGLV1,604$233 12/31/2023
BCJ Capital Management LLC1,579$229 12/31/2023
     LGLV1,579$229 12/31/2023
Benchmark Investment Advisors LLC1,579$229 12/31/2023
     LGLV1,579$229 12/31/2023
Reuter James Wealth Management LLC1,561$226 12/31/2023
     LGLV1,561$226 12/31/2023
Flynn Zito Capital Management LLC1,550$225 12/31/2023
     LGLV1,550$225 12/31/2023
Cornerstone Wealth Management LLC1,501$218 12/31/2023
     LGLV1,501$218 12/31/2023
Pacific Sun Financial Corp1,475$214 12/31/2023
     LGLV1,475$214 12/31/2023
CI Private Wealth LLC1,418$206 12/31/2023
     LGLV1,418$206 12/31/2023
Raleigh Capital Management Inc.1,406$204 12/31/2023
     LGLV1,406$204 12/31/2023
Janney Montgomery Scott LLC1,400$203 12/31/2023
     LGLV1,400$203 12/31/2023
EP Wealth Advisors LLC1,403$203 12/31/2023
     LGLV1,403$203 12/31/2023
Bouchey Financial Group Ltd1,400$203 12/31/2023
     LGLV1,400$203 12/31/2023
FMR LLC1,176$171 12/31/2023
     LGLV1,176$171 12/31/2023
Barrett & Company Inc.1,048$163 03/31/2024
     LGLV1,048$163 03/31/2024
Bogart Wealth LLC1,081$157 12/31/2023
     LGLV1,081$157 12/31/2023
Private Trust Co. NA969$141 12/31/2023
     LGLV969$141 12/31/2023
Ulland Investment Advisors LLC948$137 12/31/2023
     LGLV948$137 12/31/2023
Prestige Wealth Management Group LLC735$107 12/31/2023
     LGLV735$107 12/31/2023
1832 Asset Management L.P.721$105 12/31/2023
     LGLV721$105 12/31/2023
GWM Advisors LLC666$97 12/31/2023
     LGLV666$97 12/31/2023
SRS Capital Advisors Inc.601$87 12/31/2023
     LGLV601$87 12/31/2023
Signaturefd LLC530$77 12/31/2023
     LGLV530$77 12/31/2023
NBC Securities Inc.408$63 03/31/2024
     LGLV408$63 03/31/2024
CENTRAL TRUST Co378$55 12/31/2023
     LGLV378$55 12/31/2023
Paladin Advisory Group LLC312$45 12/31/2023
     LGLV312$45 12/31/2023
Mather Group LLC.304$44 03/31/2024
     LGLV304$44 03/31/2024
Able Wealth Management LLC270$39 12/31/2023
     LGLV270$39 12/31/2023
Comerica Bank260$38 12/31/2023
     LGLV260$38 12/31/2023
Farther Finance Advisors LLC256$37 12/31/2023
     LGLV256$37 12/31/2023
Qube Research & Technologies Ltd235$34 12/31/2023
     LGLV235$34 12/31/2023
Retirement Group LLC230$33 12/31/2023
     LGLV230$33 12/31/2023
Principal Securities Inc.205$30 12/31/2023
     LGLV205$30 12/31/2023
Macroview Investment Management LLC209$30 12/31/2023
     LGLV209$30 12/31/2023
Tidemark LLC210$30 12/31/2023
     LGLV210$30 12/31/2023
Tucker Asset Management LLC186$27 12/31/2023
     LGLV186$27 12/31/2023
Blue Bell Private Wealth Management LLC160$23 12/31/2023
     LGLV160$23 12/31/2023
Rosenberg Matthew Hamilton156$23 12/31/2023
     LGLV156$23 12/31/2023
Spire Wealth Management127$19 12/31/2023
     LGLV127$19 12/31/2023
Front Row Advisors LLC60$9 12/31/2023
     LGLV60$9 12/31/2023
Capital Investment Advisory Services LLC25$4 12/31/2023
     LGLV25$4 12/31/2023
Geneos Wealth Management Inc.30$4 12/31/2023
     LGLV30$4 12/31/2023
Integrity Financial Corp WA26$4 12/31/2023
     LGLV26$4 12/31/2023
South State CORP.14$2 12/31/2023
     LGLV14$2 12/31/2023
Sandy Spring Bank16$2 12/31/2023
     LGLV16$2 12/31/2023
Proequities Inc.0$0 12/31/2023
     LGLV0$0 12/31/2023
IMC Chicago LLC14,509$-53,847 03/31/2024
     Put3,254,100$243,236 03/31/2024
     Call2,450,200$187,129 03/31/2024
     LGLV14,509$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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