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Security record · archived quarter

LARK

name pending profile ingest

Q2 2026 Q1 2026 Q4 2025 Q3 2025 Q2 2025 Q1 2025 Q4 2024 Q3 2024
35Tracked holders
-1Δ holders
1.41MShares held
$36.84MReported value
+0New positions
−1Exits
Stable 5 quarters of rising tracked shares ●●●●●○ How these are computed → Explain this at the Research Desk →

Momentum inputs (comparable managers): holder breadth -2.8% · share flow +4.4% · net new positions -2.9% · formula
Concentrated accumulation: rising shares among fewer holders

All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q4 2025

Ownership over time
QuarterHoldersΔSharesReported valueNewExits
Q2 2026 35 +3 1.49M $45.90M +4 −1
Q1 2026 34 -1 1.35M $33.43M +1 −2
Q4 2025 35 -1 1.41M $36.84M n/a −1
Q3 2025 10 +1 697.31K $18.61M +1 n/a
Q2 2025 7 0 649.81K $17.18M +1 −1
Q1 2025 4 +1 166.24K $4.53M +1 n/a
Q4 2024 3 0 124.07K $2.98M n/a n/a
Q3 2024 2 0 113.45K $2.29M n/a n/a
Q2 2024 2 n/a 115.76K $2.22M n/a n/a
Holder count
Who holds it · Q4 2025
#ManagerSharesΔ sharesValueTheir weightHeld
1 Manufacturers Life Insurance… 305.33K n/a $8.00M 0.0% n/c 1 SEC ↗
2 The Vanguard Group ✦ (passive) 259.10K +2.7% $6.79M 0.0% ▲ Add 3 SEC ↗ ×3
3 BlackRock ✦ (passive) 248.25K +17.6% $6.50M 0.0% ▲ Add 3 SEC ↗ ×5
4 Dimensional Fund Advisors Lp 192.62K n/a $5.04M 0.0% n/c 1 SEC ↗ ×4
5 Geode Capital Management ✦ (passive) 112.53K +0.9% $2.95M 0.0% ▲ Add 7 SEC ↗ ×2
6 Renaissance Technologies ✦ 68.45K -4.8% $1.79M 0.0% ▼ Trim 7 SEC ↗
7 State Street Global Advisors ✦ (passive) 46.90K +1.4% $1.23M 0.0% ▲ Add 5 SEC ↗
8 Northern Trust Corp 42.32K n/a $1.11M 0.0% n/c 1 SEC ↗ ×4
9 First Manhattan Co. Llc. 20.48K n/a $536,240 0.0% n/c 1 SEC ↗
10 Charles Schwab Investment… 14.24K n/a $372,867 0.0% n/c 1 SEC ↗
11 Bank of New York Mellon Corp 13.94K n/a $365,176 0.0% n/c 1 SEC ↗ ×3
12 Citadel Advisors ✦ 13.81K -14.1% $361,710 0.0% ▼ Trim 3 SEC ↗ ×2
13 Barclays Plc 9.20K n/a $240,843 0.0% n/c 1 SEC ↗
14 Bank Of America Corp /De/ 8.48K n/a $222,013 0.0% n/c 1 SEC ↗ ×3
15 UBS Group AG 8.13K n/a $212,951 0.0% n/c 1 SEC ↗ ×3
16 Creative Planning 7.92K n/a $207,556 0.0% n/c 1 SEC ↗
17 Deutsche Bank Ag\ 6.80K n/a $178,118 0.0% n/c 1 SEC ↗
18 Morgan Stanley ✦ 5.58K +10.6% $146,270 0.0% ▲ Add 2 SEC ↗ ×4
19 Wells Fargo & Company/Mn 5.35K n/a $140,012 0.0% n/c 1 SEC ↗ ×3
20 Rhumbline Advisers 3.85K n/a $100,780 0.0% n/c 1 SEC ↗
21 New York State Common Retirement… 2.62K n/a $68,749 0.0% n/c 1 SEC ↗
22 JPMorgan Chase ✦ 2.36K -70.2% $61,704 0.0% ▼ Trim 2 SEC ↗ ×3
23 Us Bancorp \De\ 2.35K n/a $61,573 0.0% n/c 1 SEC ↗
24 MIRAE ASSET GLOBAL ETFS HOLDINGS… 2.19K n/a $57,225 0.0% n/c 1 SEC ↗
25 Bnp Paribas Financial Markets 1.12K n/a $29,333 0.0% n/c 1 SEC ↗
26 Russell Investments Group, Ltd. 856 n/a $22,418 0.0% n/c 1 SEC ↗ ×2
27 Jones Financial Companies Lllp 564 n/a $14,771 0.0% n/c 1 SEC ↗
28 Legal & General Group Plc 431 n/a $11,288 0.0% n/c 1 SEC ↗
29 California State Teachers… 292 n/a $7,651 0.0% n/c 1 SEC ↗
30 Osaic Holdings, Inc. 237 n/a $6,207 0.0% n/c 1 SEC ↗
31 Royal Bank Of Canada 143 n/a $4,000 0.0% n/c 1 SEC ↗ ×2
32 Citigroup Inc 108 n/a $2,829 0.0% n/c 1 SEC ↗
33 Pnc Financial Services Group, Inc. 64 n/a $1,676 0.0% n/c 1 SEC ↗
34 Fidelity (FMR) ✦ 59 +1080.0% $1,552 0.0% ▲ Add 3 SEC ↗ ×2
35 Cwm, Llc 38 n/a $1,000 0.0% n/c 1 SEC ↗

“Their weight” = the position's share of that manager's reported 13F equity value: the conviction measure. ✦ = curated manager.

New buyers

No new tracked buyers this quarter.

Exited

Millennium Management $256,411 was 0.0%

Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 62 holders, 1.82M shares, $45.06M 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.

Insider transactions

Open-market purchases (P)

No open-market insider purchases in our coverage window.

Open-market sales (S)

Sep 15 LEWIS JIM

Director · 400 sh · $13,168

Sep 14 ALEXANDER PATRICK L

Director · 226 sh · $7,345

Awards, exercises and tax withholding are never counted as buys or sales here. Methodology

Beneficial ownership
Oct 05 SC 13G/A: KORNITZER CAPITAL MANAGEMENT INC /KS

View original SEC filing ↗

Jul 08 SC 13G/A: KORNITZER CAPITAL MANAGEMENT INC /KS

View original SEC filing ↗

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: Q4 2025 · Methodology · Get this via the API