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Security record · archived quarter

LVWR

name pending profile ingest

Q2 2026 Q1 2026 Q4 2025 Q3 2025 Q2 2025 Q1 2025 Q4 2024 Q3 2024
36Tracked holders
0Δ holders
5.29MShares held
$23.38MReported value
+0New positions
−0Exits
Stable 5 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 +2.4% · net new positions 0.0% · formula

All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q4 2025

Ownership over time
QuarterHoldersΔSharesReported valueNewExits
Q2 2026 36 -1 3.67M $4.35M +2 −3
Q1 2026 39 +3 3.56M $6.10M +4 −1
Q4 2025 36 0 5.29M $23.38M n/a n/a
Q3 2025 10 -2 4.02M $19.12M n/a −2
Q2 2025 9 +3 2.96M $13.61M +3 n/a
Q1 2025 3 0 419.60K $839,190 n/a n/a
Q4 2024 3 +1 394.54K $1.90M +1 n/a
Q3 2024 1 -1 213.97K $1.31M n/a −1
Q2 2024 2 n/a 233.63K $1.79M n/a n/a
Holder count
Who holds it · Q4 2025
#ManagerSharesΔ sharesValueTheir weightHeld
1 BlackRock ✦ (passive) 2.18M +2.2% $9.66M 0.0% ▲ Add 3 SEC ↗ ×6
2 Geode Capital Management ✦ (passive) 687.40K -1.1% $3.04M 0.0% ▼ Trim 7 SEC ↗ ×2
3 The Vanguard Group ✦ (passive) 600.57K +9.8% $2.65M 0.0% ▲ Add 3 SEC ↗ ×3
4 State Street Global Advisors ✦ (passive) 500.83K -0.1% $2.21M 0.0% ▼ Trim 5 SEC ↗
5 Northern Trust Corp 236.25K n/a $1.04M 0.0% n/c 1 SEC ↗ ×2
6 Charles Schwab Investment… 198.00K n/a $875,147 0.0% n/c 1 SEC ↗
7 UBS Group AG 130.33K n/a $576,041 0.0% n/c 1 SEC ↗ ×2
8 State Of Wisconsin Investment Board 86.20K n/a $381,004 0.0% n/c 1 SEC ↗
9 Alliancebernstein L.P. 71.91K n/a $317,842 0.0% n/c 1 SEC ↗
10 Bank of New York Mellon Corp 70.68K n/a $312,393 0.0% n/c 1 SEC ↗ ×4
11 Barclays Plc 57.31K n/a $253,320 0.0% n/c 1 SEC ↗
12 Rhumbline Advisers 55.13K n/a $243,689 0.0% n/c 1 SEC ↗
13 Nuveen, LLC 47.80K n/a $211,298 0.0% n/c 1 SEC ↗
14 Morgan Stanley ✦ 46.34K +42.3% $204,837 0.0% ▲ Add 2 SEC ↗ ×4
15 Goldman Sachs Group ✦ 45.76K +305.2% $202,272 0.0% ▲ Add 2 SEC ↗
16 Wells Fargo & Company/Mn 40.18K n/a $177,592 0.0% n/c 1 SEC ↗ ×2
17 Bank Of America Corp /De/ 32.71K n/a $144,582 0.0% n/c 1 SEC ↗ ×3
18 AQR Capital Management ✦ 31.61K +0.1% $139,708 0.0% ▲ Add 3 SEC ↗ ×5
19 Deutsche Bank Ag\ 30.97K n/a $136,874 0.0% n/c 1 SEC ↗ ×2
20 Jane Street Group, Llc 21.29K n/a $94,119 0.0% n/c 1 SEC ↗
21 T. Rowe Price ✦ 18.34K 0.0% $82,000 0.0% Held 3 SEC ↗
22 MIRAE ASSET GLOBAL ETFS HOLDINGS… 17.07K n/a $75,467 0.0% n/c 1 SEC ↗
23 JPMorgan Chase ✦ 16.95K -50.4% $74,937 0.0% ▼ Trim 2 SEC ↗ ×3
24 Fidelity (FMR) ✦ 15.18K -4.6% $67,074 0.0% ▼ Trim 3 SEC ↗
25 Manufacturers Life Insurance… 10.73K n/a $47,431 0.0% n/c 1 SEC ↗
26 Bnp Paribas Financial Markets 9.72K n/a $42,962 0.0% n/c 1 SEC ↗
27 Russell Investments Group, Ltd. 6.82K n/a $30,144 0.0% n/c 1 SEC ↗ ×2
28 New York State Common Retirement… 4.35K n/a $19,245 0.0% n/c 1 SEC ↗
29 Legal & General Group Plc 3.87K n/a $17,080 0.0% n/c 1 SEC ↗
30 Royal Bank Of Canada 2.38K n/a $10,000 0.0% n/c 1 SEC ↗ ×3
31 California State Teachers… 2.26K n/a $9,989 0.0% n/c 1 SEC ↗
32 Osaic Holdings, Inc. 2.20K n/a $9,724 0.0% n/c 1 SEC ↗
33 Cwm, Llc 821 n/a $4,000 0.0% n/c 1 SEC ↗
34 Citigroup Inc 840 n/a $3,713 0.0% n/c 1 SEC ↗ ×2
35 Optiver Holding B.V. 616 n/a $2,723 0.0% n/c 1 SEC ↗
36 Pnc Financial Services Group, Inc. 100 n/a $442 0.0% n/c 1 SEC ↗

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

New buyers

No new tracked buyers this quarter.

Exited

No tracked exits this quarter.

Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 65 holders, 3.89M shares, $6.35M 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: Q4 2025 · Methodology · Get this via the API