Who owns LCTU
Which tracked institutional funds hold LCTU, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See LCTU company fundamentals →
Ownership as of the 2026-Q2 13F filings (latest filed 2026-08-19). 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
45 tracked funds added or opened LCTU while 21 trimmed or exited it between 2026-Q1 and 2026-Q2 — 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
LCTU’s largest tracked holder by dollar value, Varma Mutual Pension Insurance Co, sizes it at 2.0% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 2.0pp conviction gap — its largest holder concentrates the name more heavily than the typical one.
Book-share is each fund’s reported value in LCTU 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 200 tracked filers holding LCTU, 94 increased or opened the position and 116 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 LCTU 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.
New buyers 8
- Vise Technologies, Inc.$3M
- WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$3M
- ZENITH SOLUTIONS, INC.$1M
- MERCER GLOBAL ADVISORS INC /ADV$1M
- Beacon Pointe Advisors, LLC$1M
- Diversify Advisory Services, LLC$1M
Full exits 16
- PARK AVENUE SECURITIES LLC$30M
- CWM, LLC$18M
- Janney Montgomery Scott LLC$10M
- Thrivent Financial for Lutherans$8M
- Integrated Wealth Concepts LLC$4M
- Cambridge Investment Research Advisors, Inc.$4M
Largest adds
- Varma Mutual Pension Insurance Co$48M
- ENVESTNET ASSET MANAGEMENT INC$28M
- LPL Financial LLC$14M
- JPMORGAN CHASE & CO$7M
- Envestnet Portfolio Solutions, Inc.$5M
- MML INVESTORS SERVICES, LLC$4M
Largest trims
- SUSQUEHANNA INTERNATIONAL GROUP, LLP$2M
- Gateway Wealth Partners, LLC$962K
- Patriot Financial Group Insurance Agency, LLC$540K
- CreativeOne Wealth, LLC$482K
- UNITED CAPITAL FINANCIAL ADVISORS, LLC$254K
Institutional holders
One row per tracked fund, most shares held first (every row is from one quarter; reported value breaks ties). “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding.
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| Varma Mutual Pension Insurance Co | 4,814,000 | $386M | 31.9% | 2026-Q2 |
| ENVESTNET ASSET MANAGEMENT INC trimmed | 4,217,213 | $338M | 27.9% | 2026-Q2 |
| LPL Financial LLC added | 1,232,880 | $99M | 8.2% | 2026-Q2 |
| Envestnet Portfolio Solutions, Inc. trimmed | 803,987 | $64M | 5.3% | 2026-Q2 |
| JPMORGAN CHASE & CO trimmed | 730,454 | $58M | 4.8% | 2026-Q2 |
| Cetera Investment Advisers trimmed | 280,587 | $22M | 1.9% | 2026-Q2 |
| MML INVESTORS SERVICES, LLC added | 232,617 | $19M | 1.5% | 2026-Q2 |
| SOFI WEALTH, LLC added | 148,576 | $12M | 1.0% | 2026-Q2 |
| One Wealth Advisors, LLC trimmed | 131,079 | $11M | 0.9% | 2026-Q2 |
| ASSETMARK, INC trimmed | 112,781 | $9M | 0.7% | 2026-Q2 |
| ROYAL BANK OF CANADA added | 101,940 | $8M | 0.7% | 2026-Q2 |
| Avise Financial Cooperative, Inc. trimmed | 99,006 | $8M | 0.7% | 2026-Q2 |
| GeoWealth Management, LLC added | 80,709 | $6M | 0.5% | 2026-Q2 |
| Advisory Services Network, LLC trimmed | 80,398 | $6M | 0.5% | 2026-Q2 |
| Archer Investment Management, LLC trimmed | 73,549 | $6M | 0.5% | 2026-Q2 |
| OneDigital Investment Advisors LLC trimmed | 66,569 | $5M | 0.4% | 2026-Q2 |
| Cerity Partners LLC added | 65,142 | $5M | 0.4% | 2026-Q2 |
| Sanctuary Advisors, LLC added | 63,936 | $5M | 0.4% | 2026-Q2 |
| Horst & Graben Wealth Management LLC trimmed | 58,722 | $5M | 0.4% | 2026-Q2 |
| Equitable Holdings, Inc. trimmed | 58,362 | $5M | 0.4% | 2026-Q2 |
| Perigon Wealth Management, LLC added | 56,764 | $5M | 0.4% | 2026-Q2 |
| Merit Financial Group, LLC added | 55,958 | $4M | 0.4% | 2026-Q2 |
| Sharkey, Howes & Javer trimmed | 55,810 | $4M | 0.4% | 2026-Q2 |
| Steward Partners Investment Advisory, LLC added | 54,877 | $4M | 0.4% | 2026-Q2 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC trimmed | 54,788 | $4M | 0.4% | 2026-Q2 |
| NewEdge Advisors, LLC added | 53,797 | $4M | 0.4% | 2026-Q2 |
| Bank of New York Mellon Corp trimmed | 50,370 | $4M | 0.3% | 2026-Q2 |
| Orion Porfolio Solutions, LLC added | 49,761 | $4M | 0.3% | 2026-Q2 |
| Davis Wealth Advisors, LLC added | 49,046 | $4M | 0.3% | 2026-Q2 |
| SigFig Wealth Management, LLC trimmed | 45,034 | $4M | 0.3% | 2026-Q2 |
| MGO ONE SEVEN LLC trimmed | 42,703 | $3M | 0.3% | 2026-Q2 |
| COMMONWEALTH EQUITY SERVICES, LLC added | 41,482 | $3M | 0.3% | 2026-Q2 |
| RAYMOND JAMES FINANCIAL INC added | 41,397 | $3M | 0.3% | 2026-Q2 |
| Vise Technologies, Inc. new | 38,218 | $3M | 0.3% | 2026-Q2 |
| OSAIC HOLDINGS, INC. added | 37,718 | $3M | 0.2% | 2026-Q2 |
| Farther Finance Advisors, LLC added | 32,407 | $3M | 0.2% | 2026-Q2 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC added | 31,598 | $3M | 0.2% | 2026-Q2 |
| Concurrent Investment Advisors, LLC added | 29,806 | $2M | 0.2% | 2026-Q2 |
| MA Private Wealth trimmed | 28,310 | $2M | 0.2% | 2026-Q2 |
| World Investment Advisors trimmed | 28,211 | $2M | 0.2% | 2026-Q2 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP trimmed | 23,534 | $2M | 0.2% | 2026-Q2 |
| RFG Advisory, LLC trimmed | 22,932 | $2M | 0.2% | 2026-Q2 |
| SAGESPRING WEALTH PARTNERS, LLC trimmed | 22,907 | $2M | 0.2% | 2026-Q2 |
| OpenArc Corporate Advisory, LLC trimmed | 22,123 | $2M | 0.1% | 2026-Q2 |
| Aptus Capital Advisors, LLC trimmed | 21,770 | $2M | 0.1% | 2026-Q2 |
| Regal Investment Advisors LLC trimmed | 21,563 | $2M | 0.1% | 2026-Q2 |
| Snowden Capital Advisors LLC trimmed | 21,167 | $2M | 0.1% | 2026-Q2 |
| Skyline Advisors, Inc. added | 21,141 | $2M | 0.1% | 2026-Q2 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC trimmed | 20,391 | $2M | 0.1% | 2026-Q2 |
| KESTRA PRIVATE WEALTH SERVICES, LLC added | 19,984 | $2M | 0.1% | 2026-Q2 |
| WEALTH ALLIANCE, LLC trimmed | 19,546 | $2M | 0.1% | 2026-Q2 |
| Savvy Advisors, Inc. added | 17,628 | $1M | 0.1% | 2026-Q2 |
| ONE WEALTH CAPITAL MANAGEMENT, LLC added | 16,886 | $1M | 0.1% | 2026-Q2 |
| Keystone Financial Services added | 16,608 | $1M | 0.1% | 2026-Q2 |
| ZENITH SOLUTIONS, INC. new | 16,521 | $1M | 0.1% | 2026-Q2 |
| RCS Financial Planning, LLC trimmed | 15,806 | $1M | 0.1% | 2026-Q2 |
| EverSource Wealth Advisors, LLC added | 15,036 | $1M | 0.1% | 2026-Q2 |
| Ashton Thomas Private Wealth, LLC added | 14,882 | $1M | 0.1% | 2026-Q2 |
| &PARTNERS added | 14,656 | $1M | 0.1% | 2026-Q2 |
| Lifelong Wealth Advisors, Inc. trimmed | 14,367 | $1M | 0.1% | 2026-Q2 |
| Navigation Group, LLC added | 14,220 | $1M | 0.1% | 2026-Q2 |
| Gateway Wealth Partners, LLC trimmed | 14,107 | $1M | 0.1% | 2026-Q2 |
| MERCER GLOBAL ADVISORS INC /ADV added | 14,083 | $1M | 0.1% | 2026-Q2 |
| THEORY FINANCIAL LLC added | 13,720 | $1M | 0.1% | 2026-Q2 |
| LifePlan Investment Advisors, Inc. trimmed | 13,448 | $1M | 0.1% | 2026-Q2 |
| Beacon Pointe Advisors, LLC new | 13,214 | $1M | 0.1% | 2026-Q2 |
| DIVERSIFY WEALTH MANAGEMENT, LLC trimmed | 12,879 | $1M | 0.1% | 2026-Q2 |
| Diversify Advisory Services, LLC added | 12,879 | $1M | 0.1% | 2026-Q2 |
| Hoxton Planning & Management, LLC added | 12,560 | $1M | 0.1% | 2026-Q2 |
| CoreCap Advisors, LLC trimmed | 12,447 | $998K | 0.1% | 2026-Q2 |
| EQ LLC trimmed | 12,325 | $988K | 0.1% | 2026-Q2 |
| Atria Investments, Inc trimmed | 11,747 | $942K | 0.1% | 2026-Q2 |
| Asempa Wealth Advisors trimmed | 11,393 | $913K | 0.1% | 2026-Q2 |
| CreativeOne Wealth, LLC trimmed | 11,198 | $898K | 0.1% | 2026-Q2 |
| Cornerstone Planning Group LLC added | 10,920 | $878K | 0.1% | 2026-Q2 |
| Venturi Wealth Management, LLC added | 10,668 | $855K | 0.1% | 2026-Q2 |
| Sound View Wealth Advisors Group, LLC trimmed | 10,411 | $835K | 0.1% | 2026-Q2 |
| West Wealth Group, LLC trimmed | 9,994 | $801K | 0.1% | 2026-Q2 |
| Traveka Wealth, LLC added | 9,152 | $734K | 0.1% | 2026-Q2 |
| Tempus Wealth Planning, LLC trimmed | 9,020 | $723K | 0.1% | 2026-Q2 |
| Strategic Blueprint, LLC trimmed | 8,944 | $717K | 0.1% | 2026-Q2 |
| WEALTHGARDEN F.S. LLC trimmed | 8,882 | $712K | 0.1% | 2026-Q2 |
| UBS Group AG added | 8,772 | $703K | 0.1% | 2026-Q2 |
| BEACON FINANCIAL GROUP trimmed | 8,711 | $698K | 0.1% | 2026-Q2 |
| Oregon Pacific Wealth Management, LLC trimmed | 8,609 | $690K | 0.1% | 2026-Q2 |
| Trilogy Capital Inc. added | 8,384 | $672K | 0.1% | 2026-Q2 |
| Focus Financial Network, Inc. added | 8,369 | $671K | 0.1% | 2026-Q2 |
| AE Wealth Management LLC added | 8,287 | $664K | 0.1% | 2026-Q2 |
| WBH ADVISORY INC trimmed | 8,247 | $661K | 0.1% | 2026-Q2 |
| Cypress Wealth Services, LLC added | 8,088 | $648K | 0.1% | 2026-Q2 |
| Gen-Wealth Partners Inc added | 8,041 | $645K | 0.1% | 2026-Q2 |
| Arax Advisory Partners added | 7,739 | $620K | 0.1% | 2026-Q2 |
| Bison Wealth, LLC added | 7,738 | $625K | 0.1% | 2026-Q2 |
| AXXCESS WEALTH MANAGEMENT, LLC trimmed | 7,671 | $615K | 0.1% | 2026-Q2 |
| Capital Asset Advisory Services LLC trimmed | 7,671 | $615K | 0.1% | 2026-Q2 |
| Ascent Group, LLC added | 7,653 | $613K | 0.1% | 2026-Q2 |
| Maia Wealth LLC added | 7,304 | $586K | 0.0% | 2026-Q2 |
| ABSOLUTE CAPITAL MANAGEMENT, LLC added | 7,067 | $567K | 0.0% | 2026-Q2 |
| CFS Investment Advisory Services, LLC trimmed | 7,027 | $563K | 0.0% | 2026-Q2 |
| Spectrum Planning & Advisory Services Inc. trimmed | 6,678 | $535K | 0.0% | 2026-Q2 |
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.