Who owns LCR (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-Q1 13F filings. 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
4 tracked funds added or opened LCR while 2 trimmed or exited it between 2025-Q4 and 2026-Q1 — the tape is split. When large holders disagree on a name, the funds moving first are sometimes ahead of the story.
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 6.1% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 6.0pp 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 2025-Q4 and 2026-Q1, across 18 tracked filers holding LCR, 10 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 2025-Q4 and 2026-Q1 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.
New buyers 1
- CITADEL ADVISORS LLC$651K
Largest adds
- LPL Financial LLC$840K
- ENVESTNET ASSET MANAGEMENT INC$627K
- GTS SECURITIES LLC$286K
Largest trims
- OSAIC HOLDINGS, INC.$6M
- Savant Capital, LLC$275K
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 | 251,862 | $9M | 32.9% | 2026-Q1 |
| Savant Capital, LLC trimmed | 128,612 | $5M | 16.8% | 2026-Q1 |
| GTS SECURITIES LLC added | 49,063 | $2M | 6.4% | 2026-Q1 |
| AVALON CAPITAL MANAGEMENT added | 48,205 | $2M | 6.3% | 2026-Q1 |
| LPL Financial LLC added | 44,626 | $2M | 5.8% | 2026-Q1 |
| OSAIC HOLDINGS, INC. trimmed | 41,182 | $2M | 5.4% | 2026-Q1 |
| ENVESTNET ASSET MANAGEMENT INC added | 28,944 | $1M | 3.8% | 2026-Q1 |
| Onyx Bridge Wealth Group LLC trimmed | 22,873 | $852K | 3.0% | 2026-Q1 |
| Capital Investment Advisory Services, LLC trimmed | 22,029 | $821K | 2.9% | 2026-Q1 |
| CITADEL ADVISORS LLC added | 17,473 | $651K | 2.3% | 2026-Q1 |
| Cambridge Investment Research Advisors, Inc. new | 13,276 | $495K | 1.7% | 2026-Q1 |
| Arcus Capital Partners, LLC trimmed | 10,175 | $379K | 1.3% | 2026-Q1 |
| Mowery & Schoenfeld Wealth Management, LLC trimmed | 9,969 | $372K | 1.3% | 2026-Q1 |
| ROYAL BANK OF CANADA added | 9,533 | $355K | 1.2% | 2026-Q1 |
| CENTAURUS FINANCIAL, INC. new | 7,341 | $274K | 1.0% | 2026-Q1 |
| Integrated Wealth Concepts LLC trimmed | 6,925 | $258K | 0.9% | 2026-Q1 |
| Bond & Devick Financial Network, Inc. | 6,361 | $237K | 0.8% | 2026-Q1 |
| WFA of San Diego, LLC | 1,210 | $45K | 0.2% | 2026-Q1 |
| JANE STREET GROUP, LLC new | 14,655 | $502K | 1.8% | 2025-Q1 stale |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP new | 12,007 | $457K | 1.6% | 2025-Q4 stale |
| Dynamic Advisor Solutions LLC new | 11,834 | $405K | 1.4% | 2025-Q1 stale |
| MORGAN STANLEY new | 4,440 | $169K | 0.6% | 2025-Q4 stale |
| RAYMOND JAMES FINANCIAL INC new | 2,625 | $95K | 0.3% | 2025-Q2 stale |
| UBS Group AG trimmed | 2,104 | $76K | 0.3% | 2025-Q2 stale |
| NVWM, LLC | 200 | $8K | 0.0% | 2025-Q4 stale |
| CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 0 | — | 0.0% | 2025-Q2 stale |
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.