LCTD
name pending profile ingest
Momentum inputs (comparable managers):
holder breadth +13.0% ·
share flow +30.0% ·
net new positions +7.7%
— formula
Broad accumulation — rising shares across more holders
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q2 2026
| Quarter | Holders | Δ | Shares | Reported value | New | Exits |
|---|---|---|---|---|---|---|
| Q2 2026 | 26 | +3 | 2.37M | $136.48M | +4 | −2 |
| Q1 2026 | 25 | 0 | 1.62M | $89.38M | +3 | −3 |
| Q4 2025 | 25 | 0 | 1.61M | $87.75M | — | — |
| Q3 2025 | 5 | 0 | 381.37K | $20.32M | — | — |
| Q2 2025 | 2 | 0 | 18.91K | $961,953 | — | — |
| Q1 2025 | 1 | 0 | 9.16K | $423,239 | — | — |
| Q4 2024 | 1 | +1 | 46.15K | $2.01M | +1 | — |
| Q2 2024 | 1 | — | 6.20K | $277,742 | — | — |
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | JPMorgan Chase ✦ | 973.65K | +662.2% | $55.92M | 0.0% | ▲ Add | 4 | SEC ↗ ×7 |
| 2 | Envestnet Asset Management Inc | 823.08K | -6.7% | $47.46M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 3 | LPL Financial LLC | 257.50K | +0.7% | $14.85M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 4 | Cetera Investment Advisers | 56.45K | -9.1% | $3.25M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 5 | Mml Investors Services, Llc | 44.55K | +10.1% | $2.57M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 6 | Royal Bank Of Canada | 35.41K | +16.3% | $2.04M | 0.0% | ▲ Add | 3 | SEC ↗ ×3 |
| 7 | Cerity Partners LLC | 35.00K | +14.6% | $2.02M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 8 | Goldman Sachs Group ✦ | 31.89K | New | $1.84M | 0.0% | New | 1 | SEC ↗ |
| 9 | Raymond James Financial Inc | 29.48K | +9.1% | $1.70M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 10 | Assetmark, Inc | 24.52K | -0.9% | $1.41M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 11 | Osaic Holdings, Inc. | 12.83K | -8.0% | $740,138 | 0.0% | ▼ Trim | 3 | SEC ↗ ×3 |
| 12 | Commonwealth Equity Services, Llc | 10.61K | +17.5% | $611,473 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 13 | Bank of New York Mellon Corp | 10.31K | -4.6% | $594,531 | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 14 | Susquehanna International Group, Llp | 9.32K | -59.3% | $537,131 | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 15 | Wealth Enhancement Advisory… | 6.37K | New | $369,346 | 0.0% | New | 1 | SEC ↗ |
| 16 | Jane Street Group, Llc | 4.94K | New | $284,767 | 0.0% | New | 1 | SEC ↗ |
| 17 | Rockefeller Capital Management L.P. | 1.99K | -21.9% | $114,852 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 18 | UBS Group AG | 1.31K | -9.8% | $75,588 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 19 | Fifth Third Bancorp | 587 | -21.0% | $33,845 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 20 | BlackRock ✦ (passive) | 347 | -3.9% | $20,007 | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 21 | Pnc Financial Services Group, Inc. | 236 | -18.9% | $13,626 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 22 | Northwestern Mutual Wealth… | 187 | +14.0% | $10,782 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 23 | Morgan Stanley ✦ | 167 | -50.3% | $9,629 | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 24 | Wells Fargo & Company/Mn | 104 | +4.0% | $5,984 | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 25 | Jones Financial Companies Lllp | 36 | New | $2,054 | 0.0% | New | 1 | SEC ↗ |
| 26 | UBS AM, a distinct business unit of… | 6 | 0.0% | $346 | 0.0% | Held | 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 | $1.84M | 0.0% |
| Wealth Enhancement Advisory… | $369,346 | 0.0% |
| Jane Street Group, Llc | $284,767 | 0.0% |
| Jones Financial Companies Lllp | $2,054 | 0.0% |
Exited
| Citadel Advisors | $2.04M | was 0.0% |
| HighTower Advisors, LLC | $340,274 | was 0.0% |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 96 holders, 2.26M shares, $112.07M reported. This is a different, older period than the tracked-universe figures above and the two are never mixed.
What else this security's tracked holders most often hold — shared-ownership counts, not fundamental relationships.