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Security record · archived quarter

LCTD

name pending profile ingest

Q2 2026 Q1 2026 Q4 2025 Q3 2025 Q2 2025 Q1 2025 Q4 2024 Q2 2024
25Tracked holders
0Δ holders
1.61MShares held
$87.75MReported value
+0New positions
−0Exits
Falling 3 quarters of rising tracked shares ●●●○○○ How these are computed → Explain this at the Research Desk →

Momentum inputs (comparable managers): holder breadth 0.0% · share flow -10.5% · net new positions 0.0%formula

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

Ownership over time
QuarterHoldersΔSharesReported valueNewExits
Q2 2026 27 +3 2.38M $136.87M +4 −1
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
Holder count
Who holds it · Q4 2025
#ManagerSharesΔ sharesValueTheir weightHeld
1 Envestnet Asset Management Inc 863.00K $47.17M 0.0% n/c 1 SEC ↗
2 LPL Financial LLC 240.24K $13.13M 0.0% n/c 1 SEC ↗
3 JPMorgan Chase 128.40K -60.6% $7.02M 0.0% ▼ Trim 2 SEC ↗
4 JPMorgan Chase 128.40K -60.6% $7.02M 0.0% ▼ Trim 2 SEC ↗
5 Cetera Investment Advisers 61.76K $3.38M 0.0% n/c 1 SEC ↗
6 Mml Investors Services, Llc 45.63K $2.49M 0.0% n/c 1 SEC ↗
7 Citadel Advisors 44.70K +78.0% $2.44M 0.0% ▲ Add 5 SEC ↗
8 Susquehanna International Group, Llp 34.59K $1.89M 0.0% n/c 1 SEC ↗
9 Cerity Partners LLC 28.34K $1.55M 0.0% n/c 1 SEC ↗
10 Royal Bank Of Canada 25.02K $1.37M 0.0% n/c 1 SEC ↗
11 Royal Bank Of Canada 25.02K $1.37M 0.0% n/c 1 SEC ↗
12 Assetmark, Inc 24.77K $1.35M 0.0% n/c 1 SEC ↗
13 Raymond James Financial Inc 23.09K $1.26M 0.0% n/c 1 SEC ↗
14 Raymond James Financial Inc 23.09K $1.26M 0.0% n/c 1 SEC ↗
15 Jane Street Group, Llc 19.91K $1.09M 0.0% n/c 1 SEC ↗
16 Goldman Sachs Group 16.98K -33.0% $928,400 0.0% ▼ Trim 2 SEC ↗
17 Osaic Holdings, Inc. 13.85K $757,289 0.0% n/c 1 SEC ↗
18 Osaic Holdings, Inc. 13.85K $757,289 0.0% n/c 1 SEC ↗
19 Osaic Holdings, Inc. 13.85K $757,289 0.0% n/c 1 SEC ↗
20 Bank of New York Mellon Corp 10.96K $599,335 0.0% n/c 1 SEC ↗
21 Bank of New York Mellon Corp 10.96K $599,335 0.0% n/c 1 SEC ↗
22 Commonwealth Equity Services, Llc 9.91K $541,810 0.0% n/c 1 SEC ↗
23 HighTower Advisors, LLC 6.35K $347,084 0.0% n/c 1 SEC ↗
24 Morgan Stanley 2.88K -35.0% $157,148 0.0% ▼ Trim 2 SEC ↗
25 Morgan Stanley 2.88K -35.0% $157,148 0.0% ▼ Trim 2 SEC ↗
26 Cwm, Llc 2.28K $125,000 0.0% n/c 1 SEC ↗
27 UBS Group AG 1.58K $86,144 0.0% n/c 1 SEC ↗
28 UBS Group AG 1.58K $86,144 0.0% n/c 1 SEC ↗
29 BlackRock (passive) 371 -23.7% $20,279 0.0% ▼ Trim 3 SEC ↗
30 Pnc Financial Services Group, Inc. 269 $14,713 0.0% n/c 1 SEC ↗
31 Bank Of America Corp /De/ 202 $11,041 0.0% n/c 1 SEC ↗
32 Northwestern Mutual Wealth… 164 $8,964 0.0% n/c 1 SEC ↗
33 Wells Fargo & Company/Mn 101 $5,518 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

No tracked exits this quarter.

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.

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: Q4 2025 · Methodology · Get this via the API