Who owns LCR
Which tracked institutional funds hold LCR, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See LCR company fundamentals →
Ownership as of the 2026-Q2 13F filings (latest filed 2026-08-14). 13F is disclosed up to 45 days after quarter-end, so the most recent quarter fills in over the following weeks.
How the tape is positioned
The tracked-fund tape on LCR is one-sided between 2026-Q1 and 2026-Q2: 4 added or opened and 1 trimmed or exited — on balance accumulating.
A prompt to read the filings, not a verdict. 13F is a quarter-end snapshot disclosed up to 45 days late; a fund adds or exits for mandate, benchmark, and timing reasons that have nothing to do with a view on the stock. This is a starting question, not a signal to trade.
Conviction spread
LCR’s largest tracked holder by dollar value, Legend Financial Advisors, Inc., sizes it at 5.8% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 5.8pp conviction gap — its largest holder concentrates the name more heavily than the typical one.
Book-share is each fund’s reported value in LCR divided by its whole reported 13F book, so it is comparable across funds of different sizes and is unaffected by stock splits. A higher share means a fund has committed more of its book to the name — a starting question about conviction, not a verdict or a signal to trade.
Institutional & insider positioning
Between 2026-Q1 and 2026-Q2, across 15 tracked filers holding LCR, 7 increased or opened the position and 9 reduced or closed it; over the same quarter, there were no open-market insider Form 4s.
This fuses two public signals for the same quarter — how tracked institutions changed their positions and whether insiders bought or sold in the open market. It describes what was filed; it is a starting question, not a verdict or a signal to trade.
New buyers & exits
Funds opening or closing a position in LCR between the 2026-Q1 and 2026-Q2 13F filings, and the largest changes among funds holding it in both. New buyers and exits are counted on fund presence (split-invariant); adds and trims are measured on reported value.
Largest adds
- Savant Capital, LLC$5M
- OSAIC HOLDINGS, INC.$1M
- LPL Financial LLC$794K
- Legend Financial Advisors, Inc.$763K
Largest trims
- GTS SECURITIES LLC$1M
Institutional holders
One row per tracked fund, largest reported value first. “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding. Rows marked stale are from an earlier filing than the security’s latest quarter — that fund is absent from the newest snapshot (position exited, or reported under a different name).
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| Legend Financial Advisors, Inc. added | 255,221 | $10M | 29.1% | 2026-Q2 |
| Savant Capital, LLC added | 253,601 | $10M | 28.0% | 2026-Q2 |
| OSAIC HOLDINGS, INC. added | 75,645 | $3M | 8.6% | 2026-Q2 |
| LPL Financial LLC added | 61,778 | $2M | 7.0% | 2026-Q2 |
| AVALON CAPITAL MANAGEMENT trimmed | 47,238 | $2M | 5.4% | 2026-Q2 |
| ENVESTNET ASSET MANAGEMENT INC added | 29,651 | $1M | 3.4% | 2026-Q2 |
| Onyx Bridge Wealth Group LLC trimmed | 22,792 | $906K | 2.6% | 2026-Q2 |
| CITADEL ADVISORS LLC added | 20,970 | $834K | 2.4% | 2026-Q2 |
| GTS SECURITIES LLC trimmed | 19,220 | $764K | 2.2% | 2026-Q2 |
| Capital Investment Advisory Services, LLC trimmed | 16,822 | $669K | 1.9% | 2026-Q2 |
| Arcus Capital Partners, LLC | 10,175 | $405K | 1.2% | 2026-Q2 |
| ROYAL BANK OF CANADA added | 10,136 | $403K | 1.2% | 2026-Q2 |
| Mowery & Schoenfeld Wealth Management, LLC trimmed | 9,821 | $391K | 1.1% | 2026-Q2 |
| Bond & Devick Financial Network, Inc. | 6,361 | $253K | 0.7% | 2026-Q2 |
| Integrated Wealth Concepts LLC trimmed | 5,775 | $230K | 0.7% | 2026-Q2 |
| Cambridge Investment Research Advisors, Inc. new | 13,276 | $495K | 1.4% | 2026-Q1 stale (1 quarter behind) |
| CENTAURUS FINANCIAL, INC. new | 7,341 | $274K | 0.8% | 2026-Q1 stale (1 quarter behind) |
| WFA of San Diego, LLC | 1,210 | $45K | 0.1% | 2026-Q1 stale (1 quarter behind) |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP new | 12,007 | $457K | 1.3% | 2025-Q4 stale (2 quarters behind) |
| MORGAN STANLEY new | 4,440 | $169K | 0.5% | 2025-Q4 stale (2 quarters behind) |
| NVWM, LLC | 200 | $8K | 0.0% | 2025-Q4 stale (2 quarters behind) |
| RAYMOND JAMES FINANCIAL INC new | 2,625 | $95K | 0.3% | 2025-Q2 stale (4 quarters behind) |
| UBS Group AG trimmed | 2,104 | $76K | 0.2% | 2025-Q2 stale (4 quarters behind) |
| CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 0 | — | 0.0% | 2025-Q2 stale (4 quarters behind) |
Ownership over time
Tracked institutional holder count and total shares held by filing quarter (independent scales). The curated-era tail and any mid-ingest latest quarter are handled honestly — a partial quarter is not drawn as a collapse.
Reading this table
Funds hold the same stock for different reasons — an index fund “holds” almost everything, an active manager sizes a name to a mandate and a benchmark, and each fund entered at its own price and time. Because 13F is filed up to 45 days after quarter-end, every row is a backward-looking snapshot; a manager may have traded since. Share-class siblings (a company’s A and C shares) are rolled up to one line so a dual-class name is never double-counted. Compare like-for-like. A large holder is not an endorsement, and a fund exiting is not a warning — this is a starting question, not a verdict.
About 13F filings
A Form 13F is a quarterly disclosure that institutional investment managers with over $100 million in US-listed equities must file with the SEC. In plain English: it is a snapshot of the long stock positions a fund held at the end of a quarter. It covers long US-listed equities only — not short positions, options, cash, or private holdings — and the funds shown are the large sample we track, not the complete 13F universe.