Who owns LOKV (LOKV)
Which tracked institutional funds hold LOKV, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See LOKV 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
10 tracked funds added or opened LOKV while 13 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
LOKV’s largest tracked holder by dollar value, HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND, sizes it at 0.0% of its own reported 13F book, while the median holder sizes it at 0.1% of theirs — a 0.1pp gap the other way — the median holder sizes LOKV more heavily than its largest holder by dollar value does.
Book-share is each fund’s reported value in LOKV 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 47 tracked filers holding LOKV, 12 increased or opened the position and 19 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 LOKV 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 3
- O'Connor Alternative Investments LLC$3M
- Round Rock Advisors LLC$1M
- RLH Capital LLC$1M
Full exits 4
- OCONNOR, A Distinct Business Unit of UBS ASSET MANAGEMENT AMERICAS (LLC)$3M
- BANK OF MONTREAL /CAN/$1M
- Lineage Point Capital LP$772K
- Sandia Investment Management LP$515K
Largest adds
- Crossingbridge Advisors, LLC$4M
- BERKLEY W R CORP$3M
- RiverPark Advisors, LLC$3M
- GLAZER CAPITAL, LLC$3M
- Verition Fund Management LLC$2M
- MIZUHO SECURITIES USA LLC$535K
Largest trims
- TORONTO DOMINION BANK$3M
- TWO SIGMA INVESTMENTS, LP$2M
- Periscope Capital Inc.$1M
- K2 PRINCIPAL FUND, L.P.$794K
- AQR Arbitrage LLC$577K
- JPMORGAN CHASE & CO$510K
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 |
|---|---|---|---|---|
| TENOR CAPITAL MANAGEMENT Co., L.P. | 1,750,000 | $18M | 6.3% | 2026-Q1 |
| Magnetar Financial LLC | 1,750,000 | $18M | 6.3% | 2026-Q1 |
| ARISTEIA CAPITAL, L.L.C. | 1,425,000 | $15M | 5.1% | 2026-Q1 |
| Sculptor Capital LP | 1,247,005 | $13M | 4.5% | 2026-Q1 |
| Crossingbridge Advisors, LLC added | 1,144,004 | $12M | 4.1% | 2026-Q1 |
| Linden Advisors LP | 1,100,000 | $11M | 3.9% | 2026-Q1 |
| First Trust Capital Management L.P. | 1,100,000 | $11M | 3.9% | 2026-Q1 |
| RiverPark Advisors, LLC added | 1,044,004 | $11M | 3.7% | 2026-Q1 |
| AQR Arbitrage LLC trimmed | 955,406 | $10M | 3.4% | 2026-Q1 |
| D. E. Shaw & Co., Inc. | 905,275 | $9M | 3.2% | 2026-Q1 |
| GLAZER CAPITAL, LLC added | 849,775 | $9M | 3.0% | 2026-Q1 |
| Alberta Investment Management Corp | 750,000 | $8M | 2.7% | 2026-Q1 |
| LMR Partners LLP | 700,000 | $7M | 2.5% | 2026-Q1 |
| WOLVERINE ASSET MANAGEMENT LLC trimmed | 663,734 | $7M | 2.4% | 2026-Q1 |
| BERKLEY W R CORP added | 647,661 | $7M | 2.3% | 2026-Q1 |
| Radcliffe Capital Management, L.P. | 590,384 | $6M | 2.1% | 2026-Q1 |
| Westchester Capital Management, LLC | 550,046 | $6M | 2.0% | 2026-Q1 |
| TWO SIGMA INVESTMENTS, LP trimmed | 533,400 | $6M | 1.9% | 2026-Q1 |
| PICTON MAHONEY ASSET MANAGEMENT | 500,000 | $5M | 1.8% | 2026-Q1 |
| RIVERNORTH CAPITAL MANAGEMENT, LLC trimmed | 452,500 | $5M | 1.6% | 2026-Q1 |
| Shaolin Capital Management LLC | 397,000 | $4M | 1.4% | 2026-Q1 |
| MILLENNIUM MANAGEMENT LLC | 360,558 | $4M | 1.3% | 2026-Q1 |
| MOORE CAPITAL MANAGEMENT, LP | 350,000 | $4M | 1.3% | 2026-Q1 |
| HBK INVESTMENTS L P trimmed | 350,000 | $4M | 1.3% | 2026-Q1 |
| Hudson Bay Capital Management LP | 325,000 | $3M | 1.2% | 2026-Q1 |
| O'Connor Alternative Investments LLC new | 324,923 | $3M | 1.2% | 2026-Q1 |
| Verition Fund Management LLC added | 292,595 | $3M | 1.0% | 2026-Q1 |
| GOLDMAN SACHS GROUP INC trimmed | 282,076 | $3M | 1.0% | 2026-Q1 |
| METEORA CAPITAL, LLC trimmed | 224,489 | $2M | 0.8% | 2026-Q1 |
| Centiva Capital, LP | 214,605 | $2M | 0.8% | 2026-Q1 |
| TORONTO DOMINION BANK trimmed | 200,000 | $2M | 0.7% | 2026-Q1 |
| Mint Tower Capital Management B.V. | 200,000 | $2M | 0.7% | 2026-Q1 |
| Schonfeld Strategic Advisors LLC | 180,000 | $2M | 0.6% | 2026-Q1 |
| Round Rock Advisors LLC new | 136,705 | $1M | 0.5% | 2026-Q1 |
| MIZUHO SECURITIES USA LLC added | 133,364 | $1M | 0.5% | 2026-Q1 |
| Periscope Capital Inc. trimmed | 125,000 | $1M | 0.4% | 2026-Q1 |
| K2 PRINCIPAL FUND, L.P. trimmed | 100,000 | $1M | 0.4% | 2026-Q1 |
| Quarry LP added | 100,000 | $1M | 0.4% | 2026-Q1 |
| RLH Capital LLC new | 100,000 | $1M | 0.4% | 2026-Q1 |
| GRITSTONE ASSET MANAGEMENT LLC | 86,636 | $901K | 0.3% | 2026-Q1 |
| JPMORGAN CHASE & CO trimmed | 49,919 | $519K | 0.2% | 2026-Q1 |
| GEODE CAPITAL MANAGEMENT, LLC trimmed | 47,807 | $497K | 0.2% | 2026-Q1 |
| BNP PARIBAS FINANCIAL MARKETS new | 36,566 | $380K | 0.1% | 2026-Q1 |
| Cannell & Spears LLC | 21,200 | $220K | 0.1% | 2026-Q1 |
| CITADEL ADVISORS LLC trimmed | 10,374 | $108K | 0.0% | 2026-Q1 |
| Clear Street Group Inc. trimmed | 3,849 | $40K | 0.0% | 2026-Q1 |
| MORGAN STANLEY trimmed | 71 | $738 | 0.0% | 2026-Q1 |
| HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND | 2,000,000 | $20M | 7.0% | 2025-Q3 stale |
| Harraden Circle Investments, LLC new | 1,109,760 | $12M | 4.1% | 2025-Q2 stale |
| COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS | 400,000 | $4M | 1.4% | 2025-Q3 stale |
| OCONNOR, A Distinct Business Unit of UBS ASSET MANAGEMENT AMERICAS (LLC) new | 324,923 | $3M | 1.1% | 2025-Q4 stale |
| Governors Lane LP trimmed | 195,769 | $2M | 0.7% | 2025-Q3 stale |
| FIFTH LANE CAPITAL, LP trimmed | 178,845 | $2M | 0.6% | 2025-Q3 stale |
| BANK OF MONTREAL /CAN/ new | 129,410 | $1M | 0.5% | 2025-Q4 stale |
| RK Capital Management, LLC/FL | 101,900 | $1M | 0.4% | 2025-Q3 stale |
| Lineage Point Capital LP new | 75,000 | $772K | 0.3% | 2025-Q4 stale |
| CLEAR STREET LLC new | 53,682 | $574K | 0.2% | 2025-Q2 stale |
| Sandia Investment Management LP trimmed | 50,000 | $515K | 0.2% | 2025-Q4 stale |
| HGC Investment Management Inc. trimmed | 27,960 | $288K | 0.1% | 2025-Q4 stale |
| BARDIN HILL MANAGEMENT PARTNERS LP new | 25,000 | $268K | 0.1% | 2025-Q2 stale |
| StoneX Group Inc. new | 20,612 | $210K | 0.1% | 2025-Q3 stale |
| CANTOR FITZGERALD, L. P. new | 16,867 | $180K | 0.1% | 2025-Q2 stale |
| UBS Group AG added | 10,317 | $105K | 0.0% | 2025-Q3 stale |
| CONCOURSE FINANCIAL GROUP SECURITIES, INC. new | 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.