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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
27Tracked holders
+3Δ holders
2.38MShares held
$136.87MReported value
+4New positions
−1Exits
Strongly Rising 5 quarters of rising tracked shares ●●●●● How these are computed → Explain this at the Research Desk →

Momentum inputs (comparable managers): holder breadth +12.5% · share flow +30.0% · net new positions +11.1%formula
Broad accumulation — rising shares across more holders

All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q2 2026

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 · Q2 2026
#ManagerSharesΔ sharesValueTheir weightHeld
1 JPMorgan Chase 973.65K +662.2% $55.92M 0.0% ▲ Add 4 SEC ↗
2 JPMorgan Chase 973.65K +662.2% $55.92M 0.0% ▲ Add 4 SEC ↗
3 JPMorgan Chase 973.65K +662.2% $55.92M 0.0% ▲ Add 4 SEC ↗
4 JPMorgan Chase 973.65K +662.2% $55.92M 0.0% ▲ Add 4 SEC ↗
5 JPMorgan Chase 973.65K +662.2% $55.92M 0.0% ▲ Add 4 SEC ↗
6 JPMorgan Chase 973.65K +662.2% $55.92M 0.0% ▲ Add 4 SEC ↗
7 JPMorgan Chase 973.65K +662.2% $55.92M 0.0% ▲ Add 4 SEC ↗
8 Envestnet Asset Management Inc 823.08K -6.7% $47.46M 0.0% ▼ Trim 3 SEC ↗
9 LPL Financial LLC 257.50K +0.7% $14.85M 0.0% ▲ Add 3 SEC ↗
10 Cetera Investment Advisers 56.45K -9.1% $3.25M 0.0% ▼ Trim 3 SEC ↗
11 Mml Investors Services, Llc 44.55K +10.1% $2.57M 0.0% ▲ Add 3 SEC ↗
12 Royal Bank Of Canada 35.41K +16.3% $2.04M 0.0% ▲ Add 3 SEC ↗
13 Royal Bank Of Canada 35.41K +16.3% $2.04M 0.0% ▲ Add 3 SEC ↗
14 Royal Bank Of Canada 35.41K +16.3% $2.04M 0.0% ▲ Add 3 SEC ↗
15 Cerity Partners LLC 35.00K +14.6% $2.02M 0.0% ▲ Add 3 SEC ↗
16 Goldman Sachs Group 31.89K New $1.84M 0.0% New 1 SEC ↗
17 Raymond James Financial Inc 29.48K +9.1% $1.70M 0.0% ▲ Add 3 SEC ↗
18 Raymond James Financial Inc 29.48K +9.1% $1.70M 0.0% ▲ Add 3 SEC ↗
19 Assetmark, Inc 24.52K -0.9% $1.41M 0.0% ▼ Trim 3 SEC ↗
20 Osaic Holdings, Inc. 12.83K -8.0% $740,138 0.0% ▼ Trim 3 SEC ↗
21 Osaic Holdings, Inc. 12.83K -8.0% $740,138 0.0% ▼ Trim 3 SEC ↗
22 Osaic Holdings, Inc. 12.83K -8.0% $740,138 0.0% ▼ Trim 3 SEC ↗
23 Commonwealth Equity Services, Llc 10.61K +17.5% $611,473 0.0% ▲ Add 3 SEC ↗
24 Bank of New York Mellon Corp 10.31K -4.6% $594,531 0.0% ▼ Trim 3 SEC ↗
25 Bank of New York Mellon Corp 10.31K -4.6% $594,531 0.0% ▼ Trim 3 SEC ↗
26 Susquehanna International Group, Llp 9.32K -59.3% $537,131 0.0% ▼ Trim 3 SEC ↗
27 Susquehanna International Group, Llp 9.32K -59.3% $537,131 0.0% ▼ Trim 3 SEC ↗
28 HighTower Advisors, LLC 6.74K +9.6% $388,770 0.0% ▲ Add 3 SEC ↗
29 Wealth Enhancement Advisory… 6.37K New $369,346 0.0% New 1 SEC ↗
30 Jane Street Group, Llc 4.94K New $284,767 0.0% New 1 SEC ↗
31 Rockefeller Capital Management L.P. 1.99K -21.9% $114,852 0.0% ▼ Trim 2 SEC ↗
32 UBS Group AG 1.31K -9.8% $75,588 0.0% ▼ Trim 3 SEC ↗
33 Fifth Third Bancorp 587 -21.0% $33,845 0.0% ▼ Trim 2 SEC ↗
34 BlackRock (passive) 347 -3.9% $20,007 0.0% ▼ Trim 5 SEC ↗
35 Pnc Financial Services Group, Inc. 236 -18.9% $13,626 0.0% ▼ Trim 3 SEC ↗
36 Northwestern Mutual Wealth… 187 +14.0% $10,782 0.0% ▲ Add 3 SEC ↗
37 Morgan Stanley 167 -50.3% $9,629 0.0% ▼ Trim 4 SEC ↗
38 Wells Fargo & Company/Mn 104 +4.0% $5,984 0.0% ▲ Add 3 SEC ↗
39 Wells Fargo & Company/Mn 104 +4.0% $5,984 0.0% ▲ Add 3 SEC ↗
40 Jones Financial Companies Lllp 36 New $2,054 0.0% New 1 SEC ↗
41 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%

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: Q2 2026 · Methodology · Get this via the API