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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
34Tracked holders
-1Δ holders
1.35MShares held
$33.43MReported value
+1New positions
−2Exits
Falling How these are computed → Explain this at the Research Desk →

Momentum inputs (comparable managers): holder breadth -2.9% · share flow -0.9% · net new positions -2.9% · formula
Broad distribution: falling shares and fewer holders

All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q1 2026

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 · Q1 2026
#ManagerSharesΔ sharesValueTheir weightHeld
1 Manufacturers Life Insurance… 302.44K -0.9% $7.50M 0.0% ▼ Trim 2 SEC ↗
2 BlackRock ✦ (passive) 258.30K +4.0% $6.41M 0.0% ▲ Add 4 SEC ↗ ×5
3 Vanguard Capital Management Llc 212.68K n/a $5.27M 0.0% n/c 1 SEC ↗
4 Dimensional Fund Advisors Lp 188.94K -1.9% $4.69M 0.0% ▼ Trim 2 SEC ↗ ×4
5 Geode Capital Management ✦ (passive) 110.00K -2.2% $2.73M 0.0% ▼ Trim 8 SEC ↗ ×2
6 Renaissance Technologies ✦ 66.05K -3.5% $1.64M 0.0% ▼ Trim 8 SEC ↗
7 State Street Global Advisors ✦ (passive) 50.20K +7.0% $1.24M 0.0% ▲ Add 6 SEC ↗
8 Northern Trust Corp 44.26K +4.6% $1.10M 0.0% ▲ Add 2 SEC ↗ ×4
9 First Manhattan Co. Llc. 20.48K 0.0% $507,780 0.0% Held 2 SEC ↗
10 Goldman Sachs Group ✦ 16.89K New $418,921 0.0% New 1 SEC ↗ ×2
11 Bank of New York Mellon Corp 13.94K 0.0% $345,789 0.0% Held 2 SEC ↗ ×3
12 Citadel Advisors ✦ 13.34K -3.4% $330,931 0.0% ▼ Trim 4 SEC ↗
13 Charles Schwab Investment… 12.38K -13.0% $307,049 0.0% ▼ Trim 2 SEC ↗
14 Barclays Plc 6.37K -30.7% $157,975 0.0% ▼ Trim 2 SEC ↗ ×2
15 UBS Group AG 5.96K -26.7% $147,759 0.0% ▼ Trim 2 SEC ↗ ×3
16 Morgan Stanley ✦ 3.96K -29.1% $98,209 0.0% ▼ Trim 3 SEC ↗ ×5
17 Rhumbline Advisers 3.52K -8.3% $87,491 0.0% ▼ Trim 2 SEC ↗
18 Deutsche Bank Ag\ 3.26K -52.0% $80,922 0.0% ▼ Trim 2 SEC ↗
19 New York State Common Retirement… 2.62K 0.0% $65,100 0.0% Held 2 SEC ↗
20 Us Bancorp \De\ 2.35K 0.0% $58,280 0.0% ▼ Trim 2 SEC ↗
21 MIRAE ASSET GLOBAL ETFS HOLDINGS… 2.25K +3.1% $55,874 0.0% ▲ Add 2 SEC ↗
22 JPMorgan Chase ✦ 2.00K -15.0% $49,554 0.0% ▼ Trim 3 SEC ↗ ×2
23 Wells Fargo & Company/Mn 1.80K -66.3% $44,667 0.0% ▼ Trim 2 SEC ↗ ×3
24 Bnp Paribas Financial Markets 1.06K -5.3% $26,313 0.0% ▼ Trim 2 SEC ↗
25 Russell Investments Group, Ltd. 820 -4.2% $20,336 0.0% ▼ Trim 2 SEC ↗ ×2
26 Jones Financial Companies Lllp 564 0.0% $13,468 0.0% Held 2 SEC ↗
27 Legal & General Group Plc 431 0.0% $10,689 0.0% Held 2 SEC ↗
28 Fidelity (FMR) ✦ 312 +428.8% $7,745 0.0% ▲ Add 4 SEC ↗ ×2
29 California State Teachers… 256 -12.3% $6,349 0.0% ▼ Trim 2 SEC ↗
30 Osaic Holdings, Inc. 237 0.0% $5,877 0.0% Held 2 SEC ↗
31 Citigroup Inc 221 +104.6% $5,481 0.0% ▲ Add 2 SEC ↗
32 Royal Bank Of Canada 204 +42.7% $5,000 0.0% ▲ Add 2 SEC ↗
33 Cwm, Llc 33 -13.2% $818 0.0% ▼ Trim 2 SEC ↗
34 Pnc Financial Services Group, Inc. 18 -71.9% $446 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 $418,921 0.0%

Exited

Bank Of America Corp /De/ $222,013 was 0.0%
Creative Planning $207,556 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: Q1 2026 · Methodology · Get this via the API