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

SPDR US LC LOW VOL IDX

204 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·204 13F holders·last filed Mar 31, 2026
Market cap
—
13F value held
$842M
visible holders
Holders
204
filers reporting
Concentration
37.72%
CWM, LLC #1
top holder share
AI Holders Summary · Q1 2026

204 institutions reported LGLV in Q1 2026. CWM, LLC leads at 37.7% 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
$55M309K1.75%Q1 202604
Baltimore-Washington Financial Advisors, Inc.
CIK 0001555486
$52M295K2.16%Q4 202505
LPL Financial LLC
CIK 0001403438
$33M186K0.01%Q1 202606
OSAIC HOLDINGS, INC.
CIK 0001677044
$33M186K0.05%Q1 202607
MORGAN STANLEY
CIK 0000895421
$30M169K0.00%Q1 202608
DORVAL Corp
CIK 0001999144
$23M128K6.71%Q2 202609
AMERIPRISE FINANCIAL INC
CIK 0000820027
$20M115K0.00%Q1 202610
AQR CAPITAL MANAGEMENT LLC
CIK 0001167557
$19M107K0.01%Q1 202611
BANK OF AMERICA CORP /DE/
CIK 0000070858
$17M95K0.00%Q1 202612
IEQ CAPITAL, LLC
CIK 0001779789
$15M85K0.07%Q1 202613
Horizon Investments, LLC
CIK 0001560717
$14M80K0.18%Q4 202514
JPMORGAN CHASE & CO
CIK 0000019617
$13M72K0.00%Q1 202615
INTEGRITY ALLIANCE, LLC.
CIK 0001352260
$11M64K0.43%Q1 202616
FOUNDERS FINANCIAL SECURITIES LLC
CIK 0001342396
$11M61K0.63%Q1 202617
Ethos Financial Group, LLC
CIK 0001954242
$11M60K0.77%Q1 202618
Valmark Advisers, Inc.
CIK 0001380443
$9M52K0.11%Q1 202619
STATE STREET CORP
CIK 0000093751
$9M52K0.00%Q1 202620
FIRST TRUST ADVISORS LP
CIK 0001125816· Index
$8M45K0.01%Q1 2026
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