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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
56Tracked holders
+7Δ holders
46.50MShares held
$49.76MReported value
+9New positions
−2Exits
Strongly Rising 8 quarters of rising tracked shares ●●●●●● How these are computed → Explain this at the Research Desk →

Momentum inputs (comparable managers): holder breadth +14.3% · share flow +30.0% · net new positions +12.5% — 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 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 · Q2 2026
#ManagerSharesΔ sharesValueTheir weightHeld
1 Alyeska Investment Group, L.P. 8.86M New $9.48M 0.0% New 1 SEC ↗
2 BlackRock ✦ (passive) 8.37M +80.5% $8.96M 0.0% ▲ Add 5 SEC ↗ ×5
3 Vanguard Capital Management Llc 6.56M +57.8% $7.02M 0.0% ▲ Add 2 SEC ↗
4 Aberdeen Group plc 3.82M +4.9% $4.09M 0.0% ▲ Add 3 SEC ↗
5 Geode Capital Management ✦ (passive) 3.79M +68.8% $4.06M 0.0% ▲ Add 9 SEC ↗ ×2
6 State Street Global Advisors ✦ (passive) 2.44M +56.8% $2.61M 0.0% ▲ Add 7 SEC ↗
7 First Manhattan Co. Llc. 2.19M +576.6% $2.34M 0.0% ▲ Add 3 SEC ↗
8 Wells Fargo & Company/Mn 2.07M +62.2% $2.21M 0.0% ▲ Add 3 SEC ↗ ×4
9 Russell Investments Group, Ltd. 1.65M +4.3% $1.77M 0.0% ▲ Add 3 SEC ↗ ×5
10 Northern Trust Corp 1.22M +81.9% $1.31M 0.0% ▲ Add 3 SEC ↗ ×3
11 UBS Group AG 845.31K +89.8% $904,486 0.0% ▲ Add 3 SEC ↗ ×3
12 AQR Capital Management ✦ 723.20K +208.1% $773,824 0.0% ▲ Add 4 SEC ↗ ×7
13 Raymond James Financial Inc 577.38K +10.0% $617,798 0.0% ▲ Add 2 SEC ↗
14 Lido Advisors, LLC 446.74K +16.6% $478,011 0.0% ▲ Add 3 SEC ↗
15 Charles Schwab Investment… 325.31K +64.8% $348,084 0.0% ▲ Add 3 SEC ↗
16 Bank of New York Mellon Corp 301.70K +46.2% $322,823 0.0% ▲ Add 3 SEC ↗ ×3
17 Bank Of Montreal /Can/ 289.94K +1.6% $310,232 0.0% ▲ Add 3 SEC ↗
18 Nuveen, LLC 195.06K +116.2% $208,720 0.0% ▲ Add 3 SEC ↗
19 Focus Partners Wealth 148.71K New $159,114 0.0% New 1 SEC ↗
20 Deutsche Bank Ag\ 148.06K +84.3% $158,425 0.0% ▲ Add 3 SEC ↗ ×2
21 LPL Financial LLC 133.16K -22.8% $142,476 0.0% ▼ Trim 3 SEC ↗
22 T. Rowe Price ✦ 121.95K +64.0% $131,000 0.0% ▲ Add 5 SEC ↗
23 Bank Of America Corp /De/ 96.78K +9.3% $103,550 0.0% ▲ Add 3 SEC ↗ ×2
24 Rhumbline Advisers 84.08K +72.9% $89,964 0.0% ▲ Add 3 SEC ↗
25 Invesco Ltd. 82.75K +118.2% $88,547 0.0% ▲ Add 3 SEC ↗ ×3
26 Renaissance Technologies ✦ 71.30K -85.7% $76,291 0.0% ▼ Trim 6 SEC ↗
27 Goldman Sachs Group ✦ 70.61K -70.9% $75,554 0.0% ▼ Trim 4 SEC ↗
28 Citigroup Inc 69.79K +1480.1% $74,679 0.0% ▲ Add 3 SEC ↗ ×2
29 MIRAE ASSET GLOBAL ETFS HOLDINGS… 68.47K +59.7% $73,264 0.0% ▲ Add 3 SEC ↗
30 Morgan Stanley ✦ 65.74K +42.8% $70,345 0.0% ▲ Add 4 SEC ↗ ×5
31 JPMorgan Chase ✦ 62.77K +12.8% $65,914 0.0% ▲ Add 4 SEC ↗ ×2
32 New York State Common Retirement… 58.70K 0.0% $62,809 0.0% Held 3 SEC ↗
33 Marshall Wace ✦ 57.89K New $61,946 0.0% New 1 SEC ↗
34 Alliancebernstein L.P. 47.20K +112.6% $54,280 0.0% ▲ Add 3 SEC ↗
35 Mml Investors Services, Llc 50.00K 0.0% $53,500 0.0% Held 3 SEC ↗
36 Mariner, LLC 43.15K +104.0% $46,165 0.0% ▲ Add 3 SEC ↗
37 Citadel Advisors ✦ 36.36K New $38,907 0.0% New 1 SEC ↗
38 Cerity Partners LLC 28.86K New $30,879 0.0% New 1 SEC ↗ ×2
39 Barclays Plc 26.59K +61.6% $28,452 0.0% ▲ Add 3 SEC ↗ ×2
40 Wealth Enhancement Advisory… 26.39K New $26,393 0.0% New 1 SEC ↗
41 Royal Bank Of Canada 24.44K +209.1% $26,000 0.0% ▲ Add 3 SEC ↗ ×3
42 Bnp Paribas Financial Markets 22.62K +18.0% $24,209 0.0% ▲ Add 3 SEC ↗
43 Prudential Financial Inc 22.43K +87.9% $24,005 0.0% ▲ Add 2 SEC ↗
44 Osaic Holdings, Inc. 22.29K -2.1% $23,850 0.0% ▼ Trim 3 SEC ↗
45 Creative Planning 21.07K +46.1% $22,543 0.0% ▲ Add 3 SEC ↗
46 Mercer Global Advisors Inc /Adv 19.78K New $21,169 0.0% New 1 SEC ↗
47 ProShare Advisors LLC 19.47K +49.0% $20,830 0.0% ▲ Add 3 SEC ↗
48 Victory Capital Management Inc 17.75K +75.5% $18,989 0.0% ▲ Add 3 SEC ↗
49 Susquehanna International Group, Llp 16.12K -84.4% $17,246 0.0% ▼ Trim 2 SEC ↗
50 Captrust Financial Advisors 15.44K New $16,521 0.0% New 1 SEC ↗
51 Legal & General Group Plc 14.58K +130.9% $15,601 0.0% ▲ Add 3 SEC ↗
52 Principal Financial Group Inc 11.38K New $12,182 0.0% New 1 SEC ↗
53 Fidelity (FMR) ✦ 4.21K -96.5% $4,510 0.0% ▼ Trim 5 SEC ↗
54 Jones Financial Companies Lllp 1.01K 0.0% $1,091 0.0% Held 3 SEC ↗
55 Pnc Financial Services Group, Inc. 163 -7.4% $174 0.0% ▼ Trim 3 SEC ↗
56 Danske Bank A/S 1 0.0% $1 0.0% Held 3 SEC ↗

“Their weight” = the position's share of that manager's reported 13F equity value — the conviction measure. ✦ = curated manager.

New buyers

Exited

Squarepoint Ops LLC $132,275 was 0.0%
Millennium Management $13,018 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: Q2 2026 · Methodology · Get this via the API