Security record · archived quarter
LAKE
name pending profile ingest
40Tracked holders
+2Δ holders
2.80MShares held
$22.92MReported value
+5New positions
−3Exits
Momentum inputs (comparable managers):
holder breadth +5.3% ·
share flow +4.0% ·
net new positions +5.0%
· formula
Broad accumulation: rising shares across more holders
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q1 2026
Ownership over time
| Quarter | Holders | Δ | Shares | Reported value | New | Exits |
|---|---|---|---|---|---|---|
| Q2 2026 | 35 | -4 | 2.32M | $24.80M | +7 | −11 |
| Q1 2026 | 40 | +2 | 2.80M | $22.92M | +5 | −3 |
| Q4 2025 | 38 | -3 | 2.79M | $24.70M | n/a | −3 |
| Q3 2025 | 11 | 0 | 1.98M | $29.34M | +1 | −1 |
| Q2 2025 | 8 | -1 | 1.84M | $25.07M | n/a | −1 |
| Q1 2025 | 6 | +1 | 802.99K | $16.31M | +1 | n/a |
| Q4 2024 | 5 | 0 | 588.00K | $15.02M | n/a | n/a |
| Q3 2024 | 4 | +1 | 594.62K | $11.95M | +1 | n/a |
| Q2 2024 | 3 | n/a | 597.82K | $13.71M | n/a | n/a |
Who holds it · Q1 2026
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | BlackRock ✦ (passive) | 556.44K | -0.9% | $4.56M | 0.0% | ▼ Trim | 4 | SEC ↗ ×6 |
| 2 | Vanguard Capital Management Llc | 391.30K | n/a | $3.20M | 0.0% | n/c | 1 | SEC ↗ |
| 3 | Dimensional Fund Advisors Lp | 329.14K | -23.5% | $2.70M | 0.0% | ▼ Trim | 2 | SEC ↗ ×4 |
| 4 | Morgan Stanley ✦ | 268.90K | +97.6% | $2.20M | 0.0% | ▲ Add | 3 | SEC ↗ ×6 |
| 5 | Geode Capital Management ✦ (passive) | 228.07K | +4.9% | $1.87M | 0.0% | ▲ Add | 8 | SEC ↗ ×2 |
| 6 | Renaissance Technologies ✦ | 200.40K | -14.3% | $1.64M | 0.0% | ▼ Trim | 8 | SEC ↗ |
| 7 | State Street Global Advisors ✦ (passive) | 133.30K | +1.1% | $1.09M | 0.0% | ▲ Add | 6 | SEC ↗ |
| 8 | UBS Group AG | 114.65K | +32.3% | $938,992 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 9 | National Bank Of Canada /Fi/ | 85.20K | +7.6% | $697,788 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 10 | Bank of New York Mellon Corp | 75.11K | +2.0% | $615,124 | 0.0% | ▲ Add | 2 | SEC ↗ ×4 |
| 11 | Northern Trust Corp | 64.56K | +9.2% | $528,730 | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 12 | Bnp Paribas Financial Markets | 63.66K | +51.0% | $521,375 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 13 | Captrust Financial Advisors | 53.53K | +17.3% | $438,427 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 14 | Goldman Sachs Group ✦ | 42.26K | New | $346,101 | 0.0% | New | 1 | SEC ↗ ×2 |
| 15 | Nuveen, LLC | 22.66K | +90.9% | $185,569 | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 16 | Invesco Ltd. | 21.78K | +8.3% | $178,355 | 0.0% | ▲ Add | 2 | SEC ↗ ×4 |
| 17 | Bank Of America Corp /De/ | 19.17K | +173.9% | $156,994 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 18 | Charles Schwab Investment… | 18.34K | -30.2% | $150,246 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 19 | Franklin Resources Inc | 16.30K | -8.6% | $133,497 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 20 | American Century Companies Inc | 15.72K | -0.3% | $128,755 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 21 | AQR Capital Management ✦ | 12.32K | New | $100,899 | 0.0% | New | 1 | SEC ↗ ×7 |
| 22 | Rhumbline Advisers | 11.44K | -3.2% | $93,694 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 23 | Sei Investments Co | 10.79K | New | $88,354 | 0.0% | New | 1 | SEC ↗ |
| 24 | Deutsche Bank Ag\ | 7.12K | New | $58,346 | 0.0% | New | 1 | SEC ↗ |
| 25 | Russell Investments Group, Ltd. | 5.79K | +493.7% | $47,412 | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 26 | New York State Common Retirement… | 5.09K | 0.0% | $41,728 | 0.0% | Held | 2 | SEC ↗ |
| 27 | Daiwa Securities Group Inc. | 5.00K | New | $40,950 | 0.0% | New | 1 | SEC ↗ |
| 28 | MIRAE ASSET GLOBAL ETFS HOLDINGS… | 4.03K | +2.6% | $33,014 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 29 | JPMorgan Chase ✦ | 3.87K | +9.3% | $30,162 | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 30 | Wells Fargo & Company/Mn | 3.31K | -65.2% | $27,117 | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 31 | Simplex Trading, Llc | 3.12K | +140.6% | $25,536 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 32 | Fidelity (FMR) ✦ | 2.03K | +350.7% | $16,609 | 0.0% | ▲ Add | 4 | SEC ↗ |
| 33 | Barclays Plc | 1.98K | -85.1% | $16,241 | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 34 | Legal & General Group Plc | 824 | 0.0% | $6,749 | 0.0% | Held | 2 | SEC ↗ |
| 35 | Pnc Financial Services Group, Inc. | 577 | +1597.1% | $4,726 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 36 | Cwm, Llc | 454 | +696.5% | $3,718 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 37 | Osaic Holdings, Inc. | 417 | -16.9% | $3,415 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 38 | Citigroup Inc | 407 | -90.7% | $3,333 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 39 | Us Bancorp \De\ | 103 | -88.6% | $844 | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 40 | Royal Bank Of Canada | 9 | -99.5% | $0 | 0.0% | ▼ Trim | 2 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value: the conviction measure. ✦ = curated manager.
New buyers
| Goldman Sachs Group | $346,101 | 0.0% |
| AQR Capital Management | $100,899 | 0.0% |
| Sei Investments Co | $88,354 | 0.0% |
| Deutsche Bank Ag\ | $58,346 | 0.0% |
| Daiwa Securities Group Inc. | $40,950 | 0.0% |
Exited
| LPL Financial LLC | $405,657 | was 0.0% |
| California State Teachers… | $4,606 | was 0.0% |
| Northwestern Mutual Wealth… | $1,494 | was 0.0% |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 70 holders, 6.99M shares, $57.23M reported. This is a different, older period than the tracked-universe figures above and the two are never mixed.
Frequently co-owned
What else this security's tracked holders most often hold: shared-ownership counts, not fundamental relationships.
Provenance: Ownership from parsed 13F common-stock positions (tracked universe, comparable sets for changes); insider rows from Forms 3/4/5; stakes from Schedules 13D/13G; every filing links to its original on SEC EDGAR.
Reporting period: Q1 2026 ·
Methodology ·
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