Security record · archived quarter
LCTU
name pending profile ingest
28Tracked holders
0Δ holders
7.68MShares held
$537.34MReported value
+3New positions
−3Exits
Momentum inputs (comparable managers): holder breadth 0.0% · share flow -5.2% · net new positions 0.0% · formula
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q1 2026
Ownership over time
| Quarter | Holders | Δ | Shares | Reported value | New | Exits |
|---|---|---|---|---|---|---|
| Q3 2026 | 1 | 0 | 28.27K | $2.34M | n/a | −1 |
| Q2 2026 | 27 | +1 | 7.24M | $580.17M | +4 | −4 |
| Q1 2026 | 28 | 0 | 7.68M | $537.34M | +3 | −3 |
| Q4 2025 | 28 | 0 | 8.10M | $600.37M | n/a | n/a |
| Q3 2025 | 5 | 0 | 1.58M | $114.77M | +1 | −1 |
| Q2 2025 | 2 | 0 | 7.88K | $529,902 | n/a | n/a |
| Q1 2025 | 1 | +1 | 21.74K | $1.32M | +1 | n/a |
| Q3 2024 | 1 | +1 | 22.25K | $1.40M | +1 | n/a |
Who holds it · Q1 2026
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Envestnet Asset Management Inc | 4.42M | -6.9% | $310.34M | 0.1% | ▼ Trim | 2 | SEC ↗ |
| 2 | LPL Financial LLC | 1.21M | -0.9% | $85.08M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 3 | JPMorgan Chase ✦ | 747.23K | -4.9% | $50.94M | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 4 | Cetera Investment Advisers | 292.29K | -9.1% | $20.50M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 5 | Cwm, Llc | 254.07K | -5.3% | $17.82M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 6 | Mml Investors Services, Llc | 203.97K | -19.4% | $14.31M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 7 | Assetmark, Inc | 118.00K | -4.9% | $8.28M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 8 | Royal Bank Of Canada | 95.49K | +5.8% | $6.70M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 9 | Cerity Partners LLC | 60.79K | +90.0% | $4.26M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 10 | Bank of New York Mellon Corp | 55.01K | -4.0% | $3.86M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 11 | Susquehanna International Group, Llp | 52.69K | +377.6% | $3.70M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 12 | Commonwealth Equity Services, Llc | 40.60K | -9.9% | $2.85M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 13 | Osaic Holdings, Inc. | 35.04K | -15.9% | $2.46M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 14 | Raymond James Financial Inc | 22.91K | -9.2% | $1.61M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 15 | HighTower Advisors, LLC | 22.75K | +1.9% | $1.60M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 16 | Hrt Financial Lp | 10.52K | New | $737,000 | 0.0% | New | 1 | SEC ↗ |
| 17 | UBS Group AG | 8.16K | +10.5% | $572,388 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 18 | Mariner, LLC | 5.68K | -56.2% | $398,393 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 19 | Rockefeller Capital Management L.P. | 5.45K | 0.0% | $382,110 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 20 | AQR Capital Management ✦ | 3.61K | -35.2% | $253,126 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 21 | Fifth Third Bancorp | 3.19K | New | $223,598 | 0.0% | New | 1 | SEC ↗ |
| 22 | Morgan Stanley ✦ | 2.27K | +67.2% | $158,902 | 0.0% | ▲ Add | 3 | SEC ↗ ×4 |
| 23 | BlackRock ✦ (passive) | 1.92K | -6.6% | $134,383 | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 24 | Pnc Financial Services Group, Inc. | 1.29K | -1.8% | $90,752 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 25 | Northwestern Mutual Wealth… | 739 | 0.0% | $51,831 | 0.0% | Held | 2 | SEC ↗ |
| 26 | Wells Fargo & Company/Mn | 362 | 0.0% | $25,390 | 0.0% | Held | 2 | SEC ↗ |
| 27 | Bank Of Montreal /Can/ | 325 | 0.0% | $22,795 | 0.0% | Held | 2 | SEC ↗ |
| 28 | UBS AM, a distinct business unit of… | 25 | New | $1,753 | 0.0% | New | 1 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value: the conviction measure. ✦ = curated manager.
New buyers
| Hrt Financial Lp | $737,000 | 0.0% |
| Fifth Third Bancorp | $223,598 | 0.0% |
| UBS AM, a distinct business… | $1,753 | 0.0% |
Exited
| Mercer Global Advisors Inc… | $595,024 | was 0.0% |
| Goldman Sachs Group | $309,922 | was 0.0% |
| Bank Of America Corp /De/ | $72,756 | was 0.0% |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 194 holders, 15.92M shares, $1.06B 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: Q1 2026 ·
Methodology ·
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