Signals

LGOV

123 in-universe funds with a nonzero position in LGOV within the trailing 4 quarters, as of 2025Q2

Flow ranking

Rank#19349
Score / z0.000 / -0.02
Consensus29.71 over 64 funds
Momentumnot computed

Price & positioning

226 cached closes, trailing year
Drawdownnot computed
Short interestnot computed

Forensics

No XBRL fundamentals on file for this issuer — either not backfilled yet, or a financial/REIT excluded from these ratios. Not the same as clean.

Insider

No Form 4 activity on file for this ticker.

8-K events

No 8-K activity on file for this ticker.

Ownership

No ownership or capital-structure filings on file for this ticker.

LLM reads

Ticker Eval hasn't reached this ticker yet. It's gated to the top of the ranking, so this is an ordering artefact, not a judgement.
Quarter
Fund AUM ($M)
Fund Positions
Quarters Held

Fund holders

Fund Quality Q Positions Value ($M) % of Fund AUM Qtrs Held Δ 1Q Δ 2Q Δ 3Q Δ 4Q
LPL Financial LLC CIK 0001403438 0.957 5996 58.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 36.6 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 25.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Financial Enhancement Group LLC CIK 0001641438 0.481 134 24.5 3.5% 1 +3.5 pp +3.5 pp +3.5 pp +3.5 pp
MORGAN STANLEY (MS, MS-PA, MS-PE, MS-PF, MS-PI, MS-PK, MS-PL, MS-PO, MS-PP, MS-PQ) CIK 0000895421 0.985 8402 24.1 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
GDS Wealth Management CIK 0001940869 0.458 232 21.7 1.6% 1 +1.6 pp +1.6 pp +1.6 pp +1.6 pp
Csenge Advisory Group CIK 0001715593 0.550 760 19.0 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
HighTower Advisors, LLC CIK 0001462245 0.000 1 18.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Marshall Financial Group, LLC CIK 0001841496 0.264 311 14.4 2.8% 1 +2.8 pp +2.8 pp +2.8 pp +2.8 pp
Atria Wealth Solutions, Inc. CIK 0001927543 0.273 1461 14.2 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
STEPHENS INC /AR/ CIK 0000757657 0.689 1332 13.7 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 13.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Walkner Condon Financial Advisors LLC CIK 0001817494 0.516 343 11.5 2.1% 1 +2.1 pp +2.1 pp +2.1 pp +2.1 pp
Brookwood Investment Group LLC CIK 0002066812 0.241 513 10.9 1.8% 1 +1.8 pp +1.8 pp +1.8 pp +1.8 pp
JANE STREET GROUP, LLC CIK 0001595888 0.450 5522 8.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Integrated Wealth Concepts LLC CIK 0001737109 0.681 2404 8.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
HARBOUR INVESTMENTS, INC. CIK 0000810121 0.643 4768 8.2 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 8.2 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Cetera Investment Advisers CIK 0001666741 0.909 4863 6.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Anderson Financial Strategies, LLC CIK 0002018166 0.350 36 6.3 4.0% 1 +4.0 pp +4.0 pp +4.0 pp +4.0 pp
&PARTNERS CIK 0000107136 0.806 2509 5.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
CITADEL ADVISORS LLC CIK 0001423053 0.483 6351 5.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
ARVEST INVESTMENTS, INC. CIK 0001025038 0.516 255 5.3 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
Gladstone Institutional Advisory LLC CIK 0001766530 0.520 892 5.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
NewEdge Advisors, LLC CIK 0001633516 0.773 4198 5.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Farther Finance Advisors, LLC CIK 0001992825 0.726 5946 5.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
AVANTAX ADVISORY SERVICES, INC. CIK 0001303042 0.871 2359 4.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Midwest Financial Network, LLC CIK 2137280 0.120 105 4.3 4.2% 2 -0.1 pp +4.2 pp +4.2 pp +4.2 pp
FIRST TRUST ADVISORS LP CIK 0001125816 0.822 2655 4.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
SUSQUEHANNA INTERNATIONAL GROUP, LLP CIK 0001446194 0.735 6469 4.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
TSFG, LLC CIK 0001800513 0.413 891 3.8 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
IFP Advisors, Inc CIK 0001641866 0.492 5147 3.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Holistic Financial Partners CIK 0001729304 0.166 120 3.3 1.4% 1 +1.4 pp +1.4 pp +1.4 pp +1.4 pp
Sequent Planning LLC CIK 0002009724 0.204 269 2.7 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
Centennial Wealth Advisory LLC CIK 0001839421 0.441 181 2.6 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
FSB PREMIER WEALTH MANAGEMENT, INC. CIK 0000887748 0.206 257 2.6 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
Prospera Financial Services Inc CIK 0001541625 0.534 1468 2.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
INDEPENDENT FINANCIAL GROUP, LLC CIK 0000275484 0.491 1546 2.5 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
BENJAMIN EDWARDS INC CIK 0001451623 0.583 1416 2.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 2.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
GOLDMAN SACHS GROUP INC (GS, GSCE, GS-PA, GS-PC, GS-PD) CIK 0000886982 0.969 5626 2.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
ASSETMARK, INC CIK 0001344551 0.900 3558 2.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Midwest Financial Group LLC CIK 0001967193 0.272 136 1.9 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
Visionary Wealth Advisors CIK 0001802984 0.494 666 1.9 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
TCFG WEALTH MANAGEMENT, LLC CIK 0001548059 0.149 274 1.7 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
AE Wealth Management LLC CIK 0001697723 0.686 2663 1.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Kingsview Wealth Management, LLC CIK 0001791965 0.553 1409 1.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Pinnacle Family Advisors, LLC CIK 0001679064 0.282 155 1.4 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
Investors Research Corp CIK 0001730630 0.347 805 1.4 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
IFG Advisory, LLC CIK 0001728319 0.000 2358 1.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Accel Wealth Management CIK 0001838226 0.241 305 1.3 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
Sigma Planning Corp CIK 0001449126 0.520 1394 1.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Bank of New York Mellon Corp (BNY, BNY-PK) CIK 0001390777 0.973 4274 1.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Park Square Financial Group, LLC CIK 0002058285 0.000 210 1.2 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
Orion Porfolio Solutions, LLC CIK 0001360533 0.738 1864 1.1 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
IAMS WEALTH MANAGEMENT, LLC CIK 0001998182 0.172 190 1.1 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
TRUIST FINANCIAL CORP (TFC, TFC-PI, TFC-PO, TFC-PR) CIK 0000092230 0.913 2888 1.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Concurrent Investment Advisors, LLC CIK 0002001015 0.548 2027 1.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Snowden Capital Advisors LLC CIK 0001903055 0.533 1333 1.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Maia Wealth LLC CIK 0002010858 0.212 354 0.9 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Belpointe Asset Management LLC CIK 0001721242 0.443 1121 0.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Fortis Capital Advisors, LLC CIK 0001959790 0.356 408 0.9 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Ameritas Investment Partners, Inc. CIK 0001055980 0.474 3174 0.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Envestnet Portfolio Solutions, Inc. CIK 0001998033 0.815 1369 0.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
OPPENHEIMER & CO INC CIK 0000822581 0.633 1759 0.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Arax Advisory Partners CIK 0001586767 0.170 5155 0.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
KESTRA PRIVATE WEALTH SERVICES, LLC CIK 0001649451 0.633 1814 0.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Sanctuary Advisors, LLC CIK 0001777271 0.731 2781 0.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
LaSalle St. Investment Advisors, LLC CIK 0001966193 0.470 429 0.6 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Rockefeller Capital Management L.P. CIK 0001739439 0.891 4732 0.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Integrated Advisors Network LLC CIK 0001660177 0.358 674 0.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
PFG Advisors CIK 0001694435 0.248 791 0.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Steward Partners Investment Advisory, LLC CIK 0001723397 0.655 4656 0.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Western Wealth Management, LLC CIK 0001767902 0.459 1001 0.4 0.0% 2 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
RFG Advisory, LLC CIK 0001633387 0.783 1103 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Ferguson Shapiro LLC CIK 0001767433 0.167 87 0.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Spire Wealth Management CIK 0001858740 0.515 2226 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Atria Investments, Inc CIK 0001535865 0.500 2111 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
JPMORGAN CHASE & CO (JPM, AMJB, VYLD, JPM-PC, JPM-PD, JPM-PJ, JPM-PK, JPM-PL, JPM-PM) CIK 0000019617 0.981 6818 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
BlueChip Wealth Advisors LLC CIK 0002015578 0.220 172 0.4 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Gateway Wealth Partners, LLC CIK 0001966037 0.275 750 0.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
PRINCIPAL SECURITIES, INC. CIK 0000012600 0.641 1539 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
US BANCORP \DE\ (USB, USB-PA, USB-PH, USB-PP, USB-PQ, USB-PR, USB-PS) CIK 0000036104 0.946 4139 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Apollon Wealth Management, LLC CIK 0001764387 0.594 1577 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
HBK Sorce Advisory LLC CIK 0001379995 0.951 658 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
PNC FINANCIAL SERVICES GROUP, INC. (PNC) CIK 0000713676 0.984 5212 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Perigon Wealth Management, LLC CIK 0001575239 0.680 1411 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
STIFEL FINANCIAL CORP (SF, SFB, SF-PB, SF-PC, SF-PD) CIK 0000720672 0.903 3702 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Medallion Wealth Advisors, LLC CIK 0002131139 0.061 1220 0.3 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
PRIVATE CLIENT SERVICES, LLC CIK 0001457005 0.207 229 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Asset Allocation Strategies LLC CIK 0001922879 0.395 177 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
HBW ADVISORY SERVICES LLC CIK 0001790525 0.339 463 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Wealth Management Associates, Inc. CIK 0002067339 0.209 254 0.2 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
MBE Wealth Management, LLC CIK 0001775850 0.493 170 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Faithward Advisors, LLC CIK 0001695078 0.111 339 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
TUCKER ASSET MANAGEMENT LLC CIK 0001870012 0.432 430 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
GeoWealth Management, LLC CIK 0001593387 0.736 882 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Geneos Wealth Management Inc. CIK 0001764754 0.567 2475 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
CENTAURUS FINANCIAL, INC. CIK 0000891943 0.361 1111 0.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Rossby Financial, LCC CIK 0002056510 0.207 2144 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
COMERICA BANK CIK 0000901541 0.812 3711 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
PRIVATE TRUST CO NA CIK 0001277557 0.320 2708 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Larson Financial Group LLC CIK 0001731061 0.550 3722 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
CREATIVE FINANCIAL DESIGNS INC /ADV CIK 0000819864 0.225 2262 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Raleigh Capital Management Inc. CIK 0001911726 0.166 610 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Quest 10 Wealth Builders, Inc. CIK 0002035215 0.143 776 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Allworth Financial LP CIK 0001555170 0.907 5124 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Pinnacle Bancorp, Inc. CIK 0001703383 0.305 921 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
LANARK FINANCIAL, INC. CIK 0000791540 0.318 2420 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Legacy Wealth Managment, LLC/ID CIK 0002045082 0.046 193 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
MPWM ADVISORY SOLUTIONS, LLC CIK 0002056693 0.441 571 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Beacon Capital Management, LLC CIK 0001921487 0.451 175 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Ameritas Advisory Services, LLC CIK 0001901275 0.232 1942 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
AMERICAN NATIONAL BANK & TRUST CIK 0001272164 0.539 631 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
UBS Group AG (UBS) CIK 0001610520 0.954 9044 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Transce3nd, LLC CIK 0002023570 0.000 170 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Wagner Wealth Management, LLC CIK 0001728657 0.506 282 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
AdvisorNet Financial, Inc CIK 0001409362 0.473 2266 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
DHJJ Financial Advisors, Ltd. CIK 0001844716 0.423 1082 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
CoreCap Advisors, LLC CIK 0001902501 0.473 3167 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
WELLS FARGO & COMPANY/MN (WFC, WFCNP, WFC-PA, WFC-PC, WFC-PD, WFC-PL, WFC-PY, WFC-PZ) CIK 0000072971 0.967 6822 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Value and % of AUM are this fund's own disclosed long-equity book (13F does not report true firm AUM). Positions is the fund's total position count (all tickers, not just LGOV). Qtrs Held counts distinct quarters this fund has actually held LGOV (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its LGOV position size. Δ columns are the percentage-point change in LGOV's weight within each fund's book vs. the trailing 1/2/3/4 quarters (2025Q1 / 2024Q4 / 2024Q3 / 2024Q2) — a fund not yet holding it that far back is treated as 0%. Only in-universe (quality-scored) funds are shown, matching the Signals-tab methodology.
Long US-equity 13F disclosures only · up to 45-day reporting lag · sells = reduce/avoid, not short. JSON: /api/signals · /api/funds · /api/status