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Institutional Ownership · SEC Form 13F

Who owns LEND


Which tracked institutional funds hold LEND, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See LEND company fundamentals →

Ownership as of the 2026-Q2 13F filings (latest filed 2026-08-18). 13F is disclosed up to 45 days after quarter-end, so the most recent quarter fills in over the following weeks.

89
Institutional holders
4M
Shares held (tracked funds)

Conviction spread

LEND’s largest tracked holder by dollar value, OSAIC HOLDINGS, INC., sizes it at 0.0% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 0.0pp conviction gap — its largest holder concentrates the name more heavily than the typical one.

Book-share is each fund’s reported value in LEND 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

Only one quarter (2026-Q2) of 13F history is available — a quarter-over-quarter accumulation delta needs two.

We do not publish a positioning read for a window we cannot measure honestly. A starting question, not a verdict.

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.

FundSharesReported value% of valueQuarter
OSAIC HOLDINGS, INC. new1,193,056$30M26.6%2026-Q2
SUMMIT WEALTH GROUP LLC / CO new411,918$10M9.2%2026-Q2
Mariner, LLC new284,732$7M6.4%2026-Q2
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC new219,408$5M4.9%2026-Q2
ENVESTNET ASSET MANAGEMENT INC new214,481$5M4.8%2026-Q2
S&T Bank/PA new202,518$5M4.5%2026-Q2
Turning Point Benefit Group, Inc. new168,572$4M3.8%2026-Q2
LPL Financial LLC new104,340$3M2.3%2026-Q2
Merit Financial Group, LLC new101,167$3M2.3%2026-Q2
Advisory Services Network, LLC new77,211$2M1.7%2026-Q2
JANE STREET GROUP, LLC new75,052$2M1.7%2026-Q2
AMERIFLEX GROUP, INC. new72,155$2M1.6%2026-Q2
COMMONWEALTH EQUITY SERVICES, LLC new69,540$2M1.6%2026-Q2
PETRA FINANCIAL ADVISORS INC new69,494$2M1.6%2026-Q2
CORA CAPITAL ADVISORS LLC new62,939$2M1.4%2026-Q2
Retirement Investment Advisors, Inc. new59,533$1M1.3%2026-Q2
Global Retirement Partners, LLC new51,508$1M1.1%2026-Q2
Whipplewood Advisors, LLC new51,192$1M1.1%2026-Q2
UNITED CAPITAL FINANCIAL ADVISORS, LLC new49,875$1M1.1%2026-Q2
Perigon Wealth Management, LLC new49,467$1M1.1%2026-Q2
Beacon Pointe Advisors, LLC new48,479$1M1.1%2026-Q2
Stephenson & Company, Inc. new42,600$1M1.0%2026-Q2
Savant Capital, LLC new39,711$995K0.9%2026-Q2
Diversified Enterprises, LLC new35,489$893K0.8%2026-Q2
Csenge Advisory Group new35,147$885K0.8%2026-Q2
LexAurum Advisors, LLC new33,502$843K0.7%2026-Q2
SEI INVESTMENTS CO new33,139$834K0.7%2026-Q2
WELLS FARGO & COMPANY/MN new32,242$812K0.7%2026-Q2
Meriwether Wealth & Planning, LLC new31,945$804K0.7%2026-Q2
Cetera Investment Advisers new31,812$801K0.7%2026-Q2
Stewardship Advisors, LLC new30,195$760K0.7%2026-Q2
Quantum Financial Advisors, LLC new29,669$747K0.7%2026-Q2
ROSS\JOHNSON & Associates LLC new23,165$583K0.5%2026-Q2
BCO Wealth Management LLC new21,795$549K0.5%2026-Q2
Patriot Financial Group Insurance Agency, LLC new21,580$543K0.5%2026-Q2
RAYMOND JAMES FINANCIAL INC new21,248$535K0.5%2026-Q2
ROYAL BANK OF CANADA new21,244$535K0.5%2026-Q2
Apella Capital, LLC new20,796$522K0.5%2026-Q2
Lynx Investment Advisory new20,659$520K0.5%2026-Q2
Prosperity Consulting Group, LLC new19,524$491K0.4%2026-Q2
Stratos Wealth Partners, LTD. new18,630$469K0.4%2026-Q2
United Advisor Group, LLC new17,857$449K0.4%2026-Q2
Focus Partners Wealth new16,800$423K0.4%2026-Q2
OneAscent Financial Services LLC new16,525$416K0.4%2026-Q2
BlueChip Wealth Advisors LLC new14,049$354K0.3%2026-Q2
Pinnacle Wealth Planning Services, Inc. new13,570$342K0.3%2026-Q2
K2 Financial Inc. new13,120$327K0.3%2026-Q2
Kestra Advisory Services, LLC new12,829$323K0.3%2026-Q2
Independent Wealth Network Inc. new12,317$310K0.3%2026-Q2
CALTON & ASSOCIATES, INC. new12,280$309K0.3%2026-Q2
WPG Advisers, LLC new12,265$309K0.3%2026-Q2
EP Wealth Advisors, LLC new11,545$291K0.3%2026-Q2
NewEdge Advisors, LLC new11,430$288K0.3%2026-Q2
UBS Group AG new10,711$270K0.2%2026-Q2
TCP Asset Management, LLC new10,104$254K0.2%2026-Q2
Synergy Investment Management, LLC new9,829$245K0.2%2026-Q2
WMG Financial Advisors, LLC new9,363$236K0.2%2026-Q2
MONECO ADVISORS, LLC new9,128$230K0.2%2026-Q2
RFG Advisory, LLC new9,068$228K0.2%2026-Q2
Balboa Wealth Partners new8,949$225K0.2%2026-Q2
NI ACQUISITIONS COMPANY, LLC new7,422$264K0.2%2026-Q2
Capital Investment Advisory Services, LLC new7,275$183K0.2%2026-Q2
Rossby Financial, LCC new4,701$118K0.1%2026-Q2
IFP Advisors, Inc new4,278$108K0.1%2026-Q2
Apeiron RIA LLC new3,815$226K0.2%2026-Q2
Continuum Advisory, LLC new3,299$83K0.1%2026-Q2
Silver Grove Financial Group, Inc. new3,105$78K0.1%2026-Q2
Integrated Wealth Concepts LLC new2,398$60K0.1%2026-Q2
Salomon & Ludwin, LLC new1,749$44K0.0%2026-Q2
Blue Trust, Inc. new1,250$31K0.0%2026-Q2
Kilter Group LLC new1,010$25K0.0%2026-Q2
HARBOUR INVESTMENTS, INC. new844$21K0.0%2026-Q2
MORGAN STANLEY new491$12K0.0%2026-Q2
IFG Advisory, LLC new482$12K0.0%2026-Q2
Allworth Financial LP new444$11K0.0%2026-Q2
Private Wealth Management Group, LLC new429$11K0.0%2026-Q2
FMR LLC new334$8K0.0%2026-Q2
Cape Investment Advisory, Inc. new241$6K0.0%2026-Q2
Golden State Wealth Management, LLC new203$5K0.0%2026-Q2
SILVER OAK SECURITIES, INCORPORATED new70$2K0.0%2026-Q2
Fortis Group Advisors, LLC new59$1K0.0%2026-Q2
US BANCORP \DE\ new51$1K0.0%2026-Q2
Ameritas Advisory Services, LLC new50$1K0.0%2026-Q2
JONES FINANCIAL COMPANIES LLLP new48$1K0.0%2026-Q2
SIGNATUREFD, LLC new41$1K0.0%2026-Q2
Godfrey Financial Associates, Inc. new23$5790.0%2026-Q2
ASSETMARK, INC new12$3020.0%2026-Q2
MCF Advisors LLC new9$2270.0%2026-Q2
Steward Partners Investment Advisory, LLC new0—0.0%2026-Q2

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.

Learn how to read institutional ownership