LVLU
name pending profile ingest
Momentum inputs (comparable managers):
holder breadth +10.0% ·
share flow +4.3% ·
net new positions +9.1%
— formula
Broad accumulation — rising shares across more holders
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q1 2026
| Quarter | Holders | Δ | Shares | Reported value | New | Exits |
|---|---|---|---|---|---|---|
| Q2 2026 | 12 | +1 | 591.25K | $4.74M | +1 | — |
| Q1 2026 | 11 | +1 | 602.32K | $7.66M | +2 | −1 |
| Q4 2025 | 10 | +1 | 581.96K | $3.04M | +1 | — |
| Q3 2025 | 4 | +3 | 62.84K | $299,093 | +3 | — |
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Canada Pension Plan Investment Board | 500.00K | 0.0% | $6.36M | 0.0% | Held | 2 | SEC ↗ |
| 2 | Vanguard Capital Management Llc | 52.90K | — | $672,926 | 0.0% | n/c | 1 | SEC ↗ |
| 3 | Renaissance Technologies ✦ | 30.66K | +187.6% | $390,059 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 4 | Geode Capital Management ✦ (passive) | 13.23K | +21.6% | $168,287 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 5 | Geode Capital Management ✦ (passive) | 13.23K | +21.6% | $168,287 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 6 | UBS Group AG | 1.92K | +776.7% | $24,422 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 7 | UBS Group AG | 1.92K | +776.7% | $24,422 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 8 | Morgan Stanley ✦ | 1.75K | New | $22,311 | 0.0% | New | 1 | SEC ↗ |
| 9 | Jones Financial Companies Lllp | 892 | New | $11,302 | 0.0% | New | 1 | SEC ↗ |
| 10 | BlackRock ✦ (passive) | 692 | 0.0% | $8,802 | 0.0% | Held | 3 | SEC ↗ |
| 11 | BlackRock ✦ (passive) | 692 | 0.0% | $8,802 | 0.0% | Held | 3 | SEC ↗ |
| 12 | Assetmark, Inc | 161 | 0.0% | $2,048 | 0.0% | Held | 2 | SEC ↗ |
| 13 | JPMorgan Chase ✦ | 86 | +2.4% | $1,040 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 14 | JPMorgan Chase ✦ | 86 | +2.4% | $1,040 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 15 | Bnp Paribas Financial Markets | 17 | 0.0% | $216 | 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
| Morgan Stanley | $22,311 | 0.0% |
| Jones Financial Companies Lllp | $11,302 | 0.0% |
Exited
| Bank Of America Corp /De/ | $10,340 | was 0.0% |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 17 holders, 1.02M shares, $12.94M reported. This is a different, older period than the tracked-universe figures above and the two are never mixed.
What else this security's tracked holders most often hold — shared-ownership counts, not fundamental relationships.