Who owns LKOR
Which tracked institutional funds hold LKOR, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See LKOR company fundamentals →
Ownership as of the 2026-Q1 13F filings (latest filed 2026-05-15). 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 LKOR while 3 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
LKOR’s largest tracked holder by dollar value, Thrivent Financial for Lutherans, 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 LKOR 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 17 tracked filers holding LKOR, 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 LKOR 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 2
- SMART Wealth LLC$2M
- JPMORGAN CHASE & CO$2M
Full exits 1
- Thrivent Financial for Lutherans$12M
Largest adds
- Comprehensive Wealth Management, LLC$338K
- NORTHERN TRUST CORP$302K
Largest trims
- JANE STREET GROUP, LLC$906K
- Cornerstone National Bank & Trust Co$554K
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 |
|---|---|---|---|---|
| Cornerstone National Bank & Trust Co trimmed | 108,418 | $5M | 12.2% | 2026-Q1 |
| Comprehensive Wealth Management, LLC added | 83,001 | $3M | 9.4% | 2026-Q1 |
| NORTHERN TRUST CORP added | 75,912 | $3M | 8.6% | 2026-Q1 |
| SMART Wealth LLC new | 48,037 | $2M | 5.4% | 2026-Q1 |
| JPMORGAN CHASE & CO added | 48,373 | $2M | 5.4% | 2026-Q1 |
| CITADEL ADVISORS LLC trimmed | 34,063 | $1M | 3.8% | 2026-Q1 |
| Cetera Investment Advisers added | 16,520 | $689K | 1.9% | 2026-Q1 |
| INDEPENDENT FINANCIAL GROUP, LLC trimmed | 15,593 | $650K | 1.8% | 2026-Q1 |
| JANE STREET GROUP, LLC trimmed | 15,515 | $647K | 1.8% | 2026-Q1 |
| LPL Financial LLC added | 14,454 | $603K | 1.6% | 2026-Q1 |
| Private Advisor Group, LLC trimmed | 4,883 | $204K | 0.6% | 2026-Q1 |
| OSAIC HOLDINGS, INC. trimmed | 4,237 | $177K | 0.5% | 2026-Q1 |
| CoreCap Advisors, LLC trimmed | 1,944 | $81K | 0.2% | 2026-Q1 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC added | 1,709 | $71K | 0.2% | 2026-Q1 |
| Steward Partners Investment Advisory, LLC | 251 | $10K | 0.0% | 2026-Q1 |
| HARBOUR INVESTMENTS, INC. | 30 | $1K | 0.0% | 2026-Q1 |
| WELLS FARGO & COMPANY/MN trimmed | 0 | $10 | 0.0% | 2026-Q1 |
| Thrivent Financial for Lutherans added | 275,462 | $12M | 31.8% | 2025-Q4 stale |
| Systelligence, LLC trimmed | 117,437 | $5M | 13.5% | 2025-Q1 stale |
| Stratos Wealth Advisors, LLC trimmed | 11,422 | $485K | 1.3% | 2025-Q1 stale |
| RAYMOND JAMES FINANCIAL INC new | 212 | $9K | 0.0% | 2025-Q2 stale |
| UBS Group AG trimmed | 39 | $2K | 0.0% | 2025-Q3 stale |
| PSI Advisors, LLC trimmed | 22 | $934 | 0.0% | 2025-Q1 stale |
| MORGAN STANLEY trimmed | 1 | $57 | 0.0% | 2025-Q1 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.