§ EQUITY
USDLGLV
SPDR US LC LOW VOL IDX
USD
§ 01 · PRICE
Price action
1D5D1M6MYTD1YMAX
§ 03 · SIGNAL STACK · WHAT THE INPUTS SAY
13F FLOW
66 increased/new, 78 decreased/exited (13F)
AC 13F Analysis
§ 05 · WHO OWNS IT
Top institutional holders
| Fund | Shares | % port | Δ Q/Q |
|---|---|---|---|
| CWM, LLC | 1.8M | 0.8% | −1% |
| Syntegra Private Wealth Group, LLC | 639K | 10.8% | −1% |
| Gerber Kawasaki Wealth & Investment Management | 309K | 1.8% | −2% |
| Baltimore-Washington Financial Advisors, Inc. | 303K | 2.3% | +3% |
| LPL Financial LLC | 186K | 0.0% | +1% |
| OSAIC HOLDINGS, INC. | 186K | 0.0% | −3% |
◇ AC INTELLIGENCE
Top institutional owners for LGLV as of the most recent 13F reporting period (Q1 2026 · Period ended Mar 31). Δ Q/Q reflects share-count change vs. the prior filing — positive green means adding, negative red means trimming. Cross-reference with the ownership-mix bars below to see which strategy cohort is driving the flow.
§ 06 · WHO OWNS IT · BY STRATEGY
OTHER86.6% · 169 holders
DEALER / BANK10.1% · 15 holders
QUALITY / COMPOUNDER2.2% · 3 holders
PASSIVE / INDEX0.8% · 2 holders
SYSTEMATIC / QUANT0.2% · 1 holder
INCOME / DEFENSIVE0.1% · 1 holder
TACTICAL / MACRO0.0% · 1 holder
◇ AC INTELLIGENCE
Ownership mix by behavioral cohort. Top bars indicate which style of capital dominates the float — passive indexing, quality compounders, dealer/bank, systematic quant, etc. Big quality-compounder share means concentrated active conviction; heavy passive share means flows are dictated by index rebalances, not fundamentals.
§ 07 · INSIDER ACTIVITY · LAST 180 DAYS
NO INSIDER FILINGS
◇ AC INTELLIGENCE
No Form 4 filings on record for LGLV in the last 180 days.
§ 08 · COVERAGE · OUR RECENT NOTES
No notes mention LGLV yet.