Who owns LENS
Which tracked institutional funds hold LENS, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See LENS 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
2 tracked funds added or opened LENS while 3 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
LENS’s largest tracked holder by dollar value, HighTower Advisors, LLC, sizes it at 1.3% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 1.3pp conviction gap — its largest holder concentrates the name more heavily than the typical one.
Book-share is each fund’s reported value in LENS 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 14 tracked filers holding LENS, 8 increased or opened the position and 6 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 LENS 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 2
- Sanctuary Advisors, LLC$3M
- Farther Finance Advisors, LLC$3M
Full exits 1
- HighTower Advisors, LLC$12M
Largest trims
- Stegent Equity Advisors, Inc.$651K
- Sigma Planning Corp$582K
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 |
|---|---|---|---|---|
| Stegent Equity Advisors, Inc. trimmed | 86,695 | $3M | 12.1% | 2026-Q2 |
| Sanctuary Advisors, LLC new | 74,132 | $3M | 10.3% | 2026-Q2 |
| Farther Finance Advisors, LLC new | 73,443 | $3M | 10.2% | 2026-Q2 |
| Sigma Planning Corp trimmed | 67,686 | $3M | 9.4% | 2026-Q2 |
| TRUIST FINANCIAL CORP added | 17,451 | $677K | 2.4% | 2026-Q2 |
| MIRAE ASSET SECURITIES (USA) INC. added | 15,188 | $589K | 2.1% | 2026-Q2 |
| NVWM, LLC added | 15,031 | $583K | 2.1% | 2026-Q2 |
| AssuredPartners Investment Advisors, LLC trimmed | 11,046 | $428K | 1.5% | 2026-Q2 |
| Sugar Maple Asset Management, LLC new | 9,000 | $349K | 1.3% | 2026-Q2 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP added | 8,960 | $348K | 1.2% | 2026-Q2 |
| CITADEL ADVISORS LLC trimmed | 6,100 | $237K | 0.9% | 2026-Q2 |
| Americana Partners, LLC | 6,040 | $234K | 0.8% | 2026-Q2 |
| PNC Financial Services Group, Inc. | 611 | $24K | 0.1% | 2026-Q2 |
| Parallel Advisors, LLC new | 118 | $5K | 0.0% | 2026-Q2 |
| HighTower Advisors, LLC added | 267,894 | $12M | 44.1% | 2026-Q1 stale (1 quarter behind) |
| JANE STREET GROUP, LLC new | 7,220 | $331K | 1.2% | 2026-Q1 stale (1 quarter behind) |
| UBS Group AG added | 528 | $18K | 0.1% | 2025-Q3 stale (3 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.