13F Insight
DOSSIER · 13F Holders · Q1 2026ETF · Exchange Traded Fund
LGLV

SPDR US LC LOW VOL IDX

196 institutions still hold SPDR US LC LOW VOL IDX as of Q1 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 78468R804·Exchange Traded Fund·196 13F holders·last filed Mar 31, 2026
Market cap
—
13F value held
$784M
visible holders
Holders
196
filers reporting
Concentration
40.52%
CWM, LLC #1
top holder share
AI Holders Summary · Q1 2026

196 institutions reported LGLV in Q1 2026. CWM, LLC leads at 40.5% of the visible book.

Top holders

Sorted by position value. Source: SEC EDGAR 13F-HR filings.

#HolderValueShares% port.Quarter
01
CWM, LLC
CIK 0001535847
$318M1.8M0.83%Q1 202602
Syntegra Private Wealth Group, LLC
CIK 0001964298
$140M772K10.84%Q2 202603
Gerber Kawasaki Wealth & Investment Management
CIK 0001666736
$63M345K1.67%Q2 202604
LPL Financial LLC
CIK 0001403438
$33M182K0.01%Q2 202605
OSAIC HOLDINGS, INC.
CIK 0001677044
$33M180K0.04%Q2 202606
MORGAN STANLEY
CIK 0000895421
$31M170K0.00%Q2 202607
DORVAL Corp
CIK 0001999144
$23M128K6.71%Q2 202608
AQR CAPITAL MANAGEMENT LLC
CIK 0001167557
$20M112K0.01%Q2 202609
BANK OF AMERICA CORP /DE/
CIK 0000070858
$15M85K0.00%Q2 202610
Baltimore-Washington Financial Advisors, Inc.
CIK 0001555486
$15M82K0.56%Q2 202611
Valmark Advisers, Inc.
CIK 0001380443
$13M74K0.14%Q2 202612
INTEGRITY ALLIANCE, LLC.
CIK 0001352260
$12M67K0.38%Q2 202613
Ethos Financial Group, LLC
CIK 0001954242
$12M65K0.79%Q2 202614
FOUNDERS FINANCIAL SECURITIES LLC
CIK 0001342396
$11M61K0.57%Q2 202615
Horizon Investments, LLC
CIK 0001560717
$11M61K0.12%Q2 202616
STATE STREET CORP
CIK 0000093751
$9M47K0.00%Q2 202617
Tempo Wealth, LLC
CIK 0002112005
$7M39K1.06%Q2 202618
HF Advisory Group, LLC
CIK 0001963169
$7M38K2.13%Q2 202619
JPMORGAN CHASE & CO
CIK 0000019617
$6M34K0.00%Q2 202620
GOLDMAN SACHS GROUP INC
CIK 0000886982
$5M27K0.00%Q2 2026
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