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Security record · archived quarter

LUCD

name pending profile ingest

Q2 2026 Q1 2026 Q4 2025 Q3 2025 Q2 2025 Q1 2025 Q4 2024 Q3 2024
51Tracked holders
0Δ holders
24.50MShares held
$28.17MReported value
+3New positions
−3Exits
Rising 7 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 +13.6% · net new positions 0.0% — formula

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

Ownership over time
QuarterHoldersΔSharesReported valueNewExits
Q2 2026 56 +7 46.50M $49.76M +9 −2
Q1 2026 51 0 24.50M $28.17M +3 −3
Q4 2025 51 +2 22.38M $24.43M +2 —
Q3 2025 11 0 12.03M $12.15M +1 −1
Q2 2025 8 -1 10.24M $11.90M +1 −2
Q1 2025 6 +2 1.15M $1.83M +2 —
Q4 2024 4 +2 436.81K $453,627 +2 —
Q3 2024 1 0 213.54K $174,054 — —
Q2 2024 1 — 204.35K $167,590 — —
Holder count
Who holds it · Q1 2026
#ManagerSharesΔ sharesValueTheir weightHeld
1 BlackRock ✦ (passive) 4.64M +7.5% $5.33M 0.0% ▲ Add 4 SEC ↗ ×5
2 Vanguard Capital Management Llc 4.15M — $4.78M 0.0% n/c 1 SEC ↗
3 Aberdeen Group plc 3.64M +5.4% $4.19M 0.0% ▲ Add 2 SEC ↗
4 Geode Capital Management ✦ (passive) 2.25M +10.8% $2.58M 0.0% ▲ Add 8 SEC ↗ ×2
5 Russell Investments Group, Ltd. 1.58M +15537.5% $1.82M 0.0% ▲ Add 2 SEC ↗ ×5
6 State Street Global Advisors ✦ (passive) 1.55M +14.9% $1.79M 0.0% ▲ Add 6 SEC ↗
7 Wells Fargo & Company/Mn 1.27M +38.6% $1.47M 0.0% ▲ Add 2 SEC ↗ ×4
8 Northern Trust Corp 670.59K +5.3% $771,173 0.0% ▲ Add 2 SEC ↗ ×3
9 Raymond James Financial Inc 524.94K New $603,676 0.0% New 1 SEC ↗
10 Renaissance Technologies ✦ 499.66K -39.5% $574,610 0.0% ▼ Trim 5 SEC ↗
11 UBS Group AG 445.48K +43.9% $512,301 0.0% ▲ Add 2 SEC ↗ ×3
12 Lido Advisors, LLC 383.08K 0.0% $440,544 0.0% Held 2 SEC ↗
13 First Manhattan Co. Llc. 323.45K 0.0% $371,968 0.0% Held 2 SEC ↗
14 Bank Of Montreal /Can/ 285.24K +1902.2% $328,021 0.0% ▲ Add 2 SEC ↗
15 Goldman Sachs Group ✦ 242.66K -16.1% $279,057 0.0% ▼ Trim 3 SEC ↗ ×2
16 AQR Capital Management ✦ 234.77K +187.8% $269,984 0.0% ▲ Add 3 SEC ↗ ×7
17 Bank of New York Mellon Corp 206.31K +1.7% $237,253 0.0% ▲ Add 2 SEC ↗ ×3
18 Charles Schwab Investment… 197.42K -12.2% $227,038 0.0% ▼ Trim 2 SEC ↗
19 LPL Financial LLC 172.38K +21.9% $198,232 0.0% ▲ Add 2 SEC ↗
20 Fidelity (FMR) ✦ 120.57K +289.5% $138,655 0.0% ▲ Add 4 SEC ↗ ×2
21 Squarepoint Ops LLC 115.02K -66.5% $132,275 0.0% ▼ Trim 2 SEC ↗
22 Susquehanna International Group, Llp 103.17K New $118,650 0.0% New 1 SEC ↗ ×2
23 Nuveen, LLC 90.23K 0.0% $103,769 0.0% Held 2 SEC ↗
24 Bank Of America Corp /De/ 88.53K +25.9% $101,806 0.0% ▲ Add 2 SEC ↗ ×2
25 Deutsche Bank Ag\ 80.36K 0.0% $92,408 0.0% Held 2 SEC ↗
26 T. Rowe Price ✦ 74.38K +111.7% $86,000 0.0% ▲ Add 4 SEC ↗
27 New York State Common Retirement… 58.70K 0.0% $67,505 0.0% Held 2 SEC ↗
28 JPMorgan Chase ✦ 55.65K +34.1% $63,995 0.0% ▲ Add 3 SEC ↗ ×3
29 Mml Investors Services, Llc 50.00K 0.0% $57,500 0.0% Held 2 SEC ↗
30 Rhumbline Advisers 48.63K -7.4% $55,919 0.0% ▼ Trim 2 SEC ↗
31 Morgan Stanley ✦ 46.04K -55.1% $52,943 0.0% ▼ Trim 3 SEC ↗ ×4
32 MIRAE ASSET GLOBAL ETFS HOLDINGS… 42.88K +2.4% $49,312 0.0% ▲ Add 2 SEC ↗
33 Invesco Ltd. 37.93K 0.0% $43,614 0.0% ▼ Trim 2 SEC ↗ ×2
34 Osaic Holdings, Inc. 22.77K +30.8% $26,184 0.0% ▲ Add 2 SEC ↗
35 Mariner, LLC 21.15K +52.6% $24,326 0.0% ▲ Add 2 SEC ↗
36 Alliancebernstein L.P. 22.20K 0.0% $24,198 0.0% Held 2 SEC ↗
37 Bnp Paribas Financial Markets 19.17K -16.2% $22,050 0.0% ▼ Trim 2 SEC ↗
38 Cwm, Llc 16.94K +422.8% $19,481 0.0% ▲ Add 2 SEC ↗
39 Barclays Plc 16.45K -88.3% $18,921 0.0% ▼ Trim 2 SEC ↗ ×2
40 Creative Planning 14.42K +21.5% $16,583 0.0% ▲ Add 2 SEC ↗
41 ProShare Advisors LLC 13.07K -20.7% $15,029 0.0% ▼ Trim 2 SEC ↗
42 Prudential Financial Inc 11.94K New $13,731 0.0% New 1 SEC ↗
43 Millennium Management ✦ 11.32K -92.7% $13,018 0.0% ▼ Trim 2 SEC ↗
44 Victory Capital Management Inc 10.11K -6.7% $11,630 0.0% ▼ Trim 2 SEC ↗
45 Royal Bank Of Canada 7.91K -23.5% $9,000 0.0% ▼ Trim 2 SEC ↗
46 Legal & General Group Plc 6.32K -11.7% $7,262 0.0% ▼ Trim 2 SEC ↗
47 California State Teachers… 4.88K -11.9% $5,607 0.0% ▼ Trim 2 SEC ↗
48 Citigroup Inc 4.42K +116.5% $5,079 0.0% ▲ Add 2 SEC ↗ ×2
49 Jones Financial Companies Lllp 1.01K 0.0% $1,131 0.0% Held 2 SEC ↗
50 Pnc Financial Services Group, Inc. 176 +3.5% $202 0.0% ▲ Add 2 SEC ↗
51 Danske Bank A/S 1 0.0% $1 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

Exited

Jane Street Group, Llc $395,250 was 0.0%
Citadel Advisors $61,269 was 0.0%
Rockefeller Capital… $681 was 0.0%

Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 101 holders, 35.53M shares, $40.74M 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 · Get this via the API