Who owns State Street SPDR US Large Cap Low Volatility Index ETF?
Institutional ownership of LGLV from SEC Form 13F filings across 126 reporting managers. All positions are from one synchronized reporting period — 2026-06-30 books, filed up to 45 days after quarter end — so every row is comparable.
126
13F holders
$320.2M
value, 2026 filers
29.5%
of shares outstanding (1.8M sh)
9
new positions (2026 filers)
Top institutional holders
ordered by shares owned · positions as of 2026-06-30· % of fund = share of the manager's own book · % of co. = share of LGLV's shares outstanding
| # | Manager | Shares | Value | % of fund | % of co. | Δ shares QoQ |
|---|---|---|---|---|---|---|
| 1 | Gerber Kawasaki Wealth & Investment Management | 344,896 | $62.6M | 1.7% | 5.7% | +11.6% |
| 2 | LPL Financial LLC | 182,070 | $33.0M | 0.0% | 3% | -2.3% |
| 3 | OSAIC HOLDINGS, INC. | 179,508 | $32.6M | 0.0% | 2.9% | -3.6% |
| 4 | MORGAN STANLEY | 169,550 | $30.8M | 0.0% | 2.8% | 0.0% |
| 5 | BANK OF AMERICA CORP /DE/ | 84,945 | $15.4M | 0.0% | 1.4% | -10.1% |
| 6 | Valmark Advisers, Inc. | 74,055 | $13.4M | 0.1% | 1.2% | +41.7% |
| 7 | INTEGRITY ALLIANCE, LLC. | 67,220 | $12.2M | 0.4% | 1.1% | +4.7% |
| 8 | Ethos Financial Group, LLC | 65,419 | $11.9M | 0.8% | 1.1% | +9.0% |
| 9 | FOUNDERS FINANCIAL SECURITIES LLC | 61,238 | $11.1M | 0.6% | 1% | -49.8% |
| 10 | Horizon Investments, LLC | 60,523 | $11.0M | 0.1% | 1% | -50.1% |
| 11 | JPMORGAN CHASE & CO | 34,245 | $6.2M | 0.0% | 0.6% | -52.5% |
| 12 | GOLDMAN SACHS GROUP INC | 27,147 | $4.9M | 0.0% | 0.4% | +96.5% |
| 13 | SEI INVESTMENTS CO | 24,829 | $4.5M | 0.0% | 0.4% | -1.2% |
| 14 | RAYMOND JAMES FINANCIAL INC | 21,199 | $3.8M | 0.0% | 0.3% | -11.8% |
| 15 | UBS Group AG | 16,895 | $3.1M | 0.0% | 0.3% | -7.0% |
| 16 | ENVESTNET ASSET MANAGEMENT INC | 16,407 | $3.0M | 0.0% | 0.3% | +14.7% |
| 17 | COMMONWEALTH EQUITY SERVICES, LLC | 16,205 | $2.9M | 0.0% | 0.3% | -4.0% |
| 18 | IEQ CAPITAL, LLC | 15,210 | $2.8M | 0.0% | 0.2% | -82.0% |
| 19 | REGATTA CAPITAL GROUP, LLC | 14,808 | $2.7M | 0.4% | 0.2% | +27.2% |
| 20 | Cambridge Investment Research Advisors, Inc. | 13,188 | $2,394 | 0.0% | 0.2% | +96.1% |
| 21 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 12,934 | $2.4M | 0.0% | 0.2% | +4.8% |
| 22 | HARBOUR INVESTMENTS, INC. | 12,828 | $2.3M | 0.0% | 0.2% | +2.9% |
| 23 | Quantinno Capital Management LP | 12,605 | $2.3M | 0.0% | 0.2% | +4.5% |
| 24 | Daiwa Securities Group Inc. | 12,500 | $2.3M | 0.0% | 0.2% | +5.9% |
| 25 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 12,150 | $2.2M | 0.0% | 0.2% | +7.0% |
Source: SEC Form 13F-HR filings (institutional managers over $100M in US-listed positions). 13Fs disclose long positions only, up to 45 days after quarter end; each manager's latest filed quarter is shown per row and dollar values are the manager's filed marks. Aggregates labeled "2026 filers" count only managers whose latest book is a 2026 quarter. Related: valuation · options positioning · supply chain. Research, not investment advice.