Who owns LOPE (LOPE)
Which tracked institutional funds hold LOPE, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See LOPE 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
84 tracked funds added or opened LOPE while 120 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
LOPE’s largest tracked holder by dollar value, FMR LLC, 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 LOPE 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 470 tracked filers holding LOPE, 227 increased or opened the position and 257 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 LOPE 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 19
- VANGUARD PORTFOLIO MANAGEMENT LLC$220M
- VANGUARD CAPITAL MANAGEMENT LLC$209M
- VANGUARD FIDUCIARY TRUST CO$29M
- VANGUARD ASSET MANAGEMENT, Ltd$4M
- Trexquant Investment LP$4M
- Campbell & CO Investment Adviser LLC$4M
Full exits 30
- VANGUARD GROUP INC$453M
- Robeco Institutional Asset Management B.V.$17M
- Driehaus Capital Management LLC$16M
- SG Capital Management LLC$8M
- ACADIAN ASSET MANAGEMENT LLC$7M
- Balyasny Asset Management L.P.$5M
Largest adds
- FMR LLC$156M
- WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC$91M
- REINHART PARTNERS, LLC.$23M
- Gotham Asset Management, LLC$17M
- FORT WASHINGTON INVESTMENT ADVISORS INC /OH/$17M
- MORGAN STANLEY$15M
Largest trims
- BlackRock, Inc.$68M
- MILLENNIUM MANAGEMENT LLC$36M
- LOS ANGELES CAPITAL MANAGEMENT LLC$35M
- Capital Research Global Investors$33M
- Allianz Asset Management GmbH$32M
- PRICE T ROWE ASSOCIATES INC /MD/$32M
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 |
|---|---|---|---|---|
| FMR LLC added | 2,681,188 | $456M | 9.5% | 2026-Q1 |
| BlackRock, Inc. trimmed | 2,311,201 | $393M | 8.2% | 2026-Q1 |
| VANGUARD PORTFOLIO MANAGEMENT LLC new | 1,293,191 | $220M | 4.6% | 2026-Q1 |
| VANGUARD CAPITAL MANAGEMENT LLC new | 1,226,996 | $209M | 4.3% | 2026-Q1 |
| WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC added | 979,734 | $167M | 3.5% | 2026-Q1 |
| STATE STREET CORP added | 860,326 | $146M | 3.0% | 2026-Q1 |
| GW&K Investment Management, LLC trimmed | 723,725 | $123M | 2.6% | 2026-Q1 |
| RIVERBRIDGE PARTNERS LLC trimmed | 716,586 | $122M | 2.5% | 2026-Q1 |
| REINHART PARTNERS, LLC. added | 644,988 | $110M | 2.3% | 2026-Q1 |
| DIMENSIONAL FUND ADVISORS LP trimmed | 621,449 | $106M | 2.2% | 2026-Q1 |
| Van Berkom & Associates Inc. trimmed | 585,558 | $100M | 2.1% | 2026-Q1 |
| GEODE CAPITAL MANAGEMENT, LLC trimmed | 566,285 | $96M | 2.0% | 2026-Q1 |
| AQR CAPITAL MANAGEMENT LLC trimmed | 517,440 | $88M | 1.8% | 2026-Q1 |
| BANK OF MONTREAL /CAN/ trimmed | 461,600 | $78M | 1.6% | 2026-Q1 |
| Boston Partners added | 371,415 | $63M | 1.3% | 2026-Q1 |
| NORGES BANK trimmed | 353,099 | $61M | 1.3% | 2026-Q1 |
| FIL Ltd trimmed | 355,808 | $60M | 1.3% | 2026-Q1 |
| Invesco Ltd. trimmed | 354,195 | $60M | 1.2% | 2026-Q1 |
| Quantinno Capital Management LP added | 329,160 | $56M | 1.2% | 2026-Q1 |
| MORGAN STANLEY added | 317,165 | $54M | 1.1% | 2026-Q1 |
| WASATCH ADVISORS LP trimmed | 316,202 | $54M | 1.1% | 2026-Q1 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC added | 306,174 | $52M | 1.1% | 2026-Q1 |
| NORTHERN TRUST CORP trimmed | 271,763 | $46M | 1.0% | 2026-Q1 |
| Hood River Capital Management LLC trimmed | 262,557 | $45M | 0.9% | 2026-Q1 |
| FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ added | 251,546 | $43M | 0.9% | 2026-Q1 |
| LOOMIS SAYLES & CO L P trimmed | 228,530 | $39M | 0.8% | 2026-Q1 |
| No Street GP LP trimmed | 225,000 | $38M | 0.8% | 2026-Q1 |
| Capital Research Global Investors trimmed | 224,281 | $38M | 0.8% | 2026-Q1 |
| GOLDMAN SACHS GROUP INC trimmed | 219,813 | $37M | 0.8% | 2026-Q1 |
| RENAISSANCE TECHNOLOGIES LLC trimmed | 215,102 | $37M | 0.8% | 2026-Q1 |
| AMERIPRISE FINANCIAL INC added | 214,474 | $36M | 0.8% | 2026-Q1 |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ trimmed | 210,967 | $36M | 0.7% | 2026-Q1 |
| JPMORGAN CHASE & CO added | 191,131 | $32M | 0.7% | 2026-Q1 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP trimmed | 185,213 | $31M | 0.7% | 2026-Q1 |
| Bank of New York Mellon Corp trimmed | 183,539 | $31M | 0.6% | 2026-Q1 |
| ABN AMRO Bank N.V. added | 178,880 | $31M | 0.6% | 2026-Q1 |
| VANGUARD FIDUCIARY TRUST CO new | 171,303 | $29M | 0.6% | 2026-Q1 |
| BNP PARIBAS FINANCIAL MARKETS added | 168,925 | $29M | 0.6% | 2026-Q1 |
| ENVESTNET ASSET MANAGEMENT INC trimmed | 158,215 | $27M | 0.6% | 2026-Q1 |
| BANK OF AMERICA CORP /DE/ added | 143,704 | $24M | 0.5% | 2026-Q1 |
| D. E. Shaw & Co., Inc. trimmed | 139,266 | $24M | 0.5% | 2026-Q1 |
| Gotham Asset Management, LLC added | 137,380 | $23M | 0.5% | 2026-Q1 |
| Qube Research & Technologies Ltd trimmed | 131,014 | $22M | 0.5% | 2026-Q1 |
| Point72 Asset Management, L.P. trimmed | 123,502 | $21M | 0.4% | 2026-Q1 |
| OBERWEIS ASSET MANAGEMENT INC/ added | 116,900 | $20M | 0.4% | 2026-Q1 |
| AMERICAN CENTURY COMPANIES INC trimmed | 109,300 | $19M | 0.4% | 2026-Q1 |
| PANAGORA ASSET MANAGEMENT INC added | 106,673 | $18M | 0.4% | 2026-Q1 |
| ALGERT GLOBAL LLC trimmed | 105,871 | $18M | 0.4% | 2026-Q1 |
| Allianz Asset Management GmbH trimmed | 105,420 | $18M | 0.4% | 2026-Q1 |
| CITADEL ADVISORS LLC added | 97,342 | $17M | 0.3% | 2026-Q1 |
| Amundi trimmed | 83,692 | $14M | 0.3% | 2026-Q1 |
| DekaBank Deutsche Girozentrale | 81,694 | $14M | 0.3% | 2026-Q1 |
| Prospect Capital Advisors, LLC added | 80,470 | $14M | 0.3% | 2026-Q1 |
| Public Sector Pension Investment Board added | 76,247 | $13M | 0.3% | 2026-Q1 |
| LOS ANGELES CAPITAL MANAGEMENT LLC trimmed | 75,651 | $13M | 0.3% | 2026-Q1 |
| RHUMBLINE ADVISERS added | 75,129 | $13M | 0.3% | 2026-Q1 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC added | 73,752 | $13M | 0.3% | 2026-Q1 |
| California Public Employees Retirement System trimmed | 73,077 | $12M | 0.3% | 2026-Q1 |
| Janney Montgomery Scott LLC added | 71,141 | $12M | 0.3% | 2026-Q1 |
| ABN AMRO INVESTMENT SOLUTIONS trimmed | 68,113 | $12M | 0.2% | 2026-Q1 |
| PRINCIPAL FINANCIAL GROUP INC added | 61,854 | $11M | 0.2% | 2026-Q1 |
| Caisse de depot et placement du Quebec added | 58,558 | $10M | 0.2% | 2026-Q1 |
| FIRST SABREPOINT CAPITAL MANAGEMENT LP added | 58,000 | $10M | 0.2% | 2026-Q1 |
| OPPENHEIMER ASSET MANAGEMENT INC. trimmed | 57,511 | $10M | 0.2% | 2026-Q1 |
| Russell Investments Group, Ltd. added | 56,566 | $10M | 0.2% | 2026-Q1 |
| Jump Financial, LLC trimmed | 55,711 | $9M | 0.2% | 2026-Q1 |
| Swiss National Bank | 55,400 | $9M | 0.2% | 2026-Q1 |
| Foresight Group Ltd Liability Partnership added | 55,397 | $9M | 0.2% | 2026-Q1 |
| DEUTSCHE BANK AG\ trimmed | 53,630 | $9M | 0.2% | 2026-Q1 |
| Treasurer of the State of North Carolina added | 53,225 | $9M | 0.2% | 2026-Q1 |
| RAYMOND JAMES FINANCIAL INC trimmed | 52,679 | $9M | 0.2% | 2026-Q1 |
| STATE OF WISCONSIN INVESTMENT BOARD trimmed | 52,518 | $9M | 0.2% | 2026-Q1 |
| Nuveen, LLC added | 52,093 | $9M | 0.2% | 2026-Q1 |
| UBS Group AG trimmed | 51,925 | $9M | 0.2% | 2026-Q1 |
| Harel Insurance Investments & Financial Services Ltd. trimmed | 47,775 | $8M | 0.2% | 2026-Q1 |
| ROYAL BANK OF CANADA trimmed | 47,727 | $8M | 0.2% | 2026-Q1 |
| ALLIANCEBERNSTEIN L.P. added | 48,581 | $8M | 0.2% | 2026-Q1 |
| FIRST TRUST ADVISORS LP trimmed | 46,547 | $8M | 0.2% | 2026-Q1 |
| Skylands Capital, LLC added | 46,415 | $8M | 0.2% | 2026-Q1 |
| HRT FINANCIAL LP added | 46,302 | $8M | 0.2% | 2026-Q1 |
| TEACHER RETIREMENT SYSTEM OF TEXAS trimmed | 45,614 | $8M | 0.2% | 2026-Q1 |
| CROWN ADVISORS MANAGEMENT, INC. | 45,000 | $8M | 0.2% | 2026-Q1 |
| MILLENNIUM MANAGEMENT LLC trimmed | 43,813 | $7M | 0.2% | 2026-Q1 |
| JANE STREET GROUP, LLC added | 42,585 | $7M | 0.2% | 2026-Q1 |
| Legal & General Group Plc trimmed | 40,977 | $7M | 0.1% | 2026-Q1 |
| Man Group plc trimmed | 39,879 | $7M | 0.1% | 2026-Q1 |
| BANK OF NOVA SCOTIA added | 36,300 | $6M | 0.1% | 2026-Q1 |
| Vident Advisory, LLC added | 34,794 | $6M | 0.1% | 2026-Q1 |
| Crossmark Global Holdings, Inc. trimmed | 34,766 | $6M | 0.1% | 2026-Q1 |
| Riverwater Partners LLC added | 33,976 | $6M | 0.1% | 2026-Q1 |
| Retirement Systems of Alabama added | 33,874 | $6M | 0.1% | 2026-Q1 |
| Engineers Gate Manager LP trimmed | 33,821 | $6M | 0.1% | 2026-Q1 |
| VANGUARD GROUP INC trimmed | 2,723,305 | $453M | 9.4% | 2025-Q4 stale |
| Burgundy Asset Management Ltd. trimmed | 977,397 | $197M | 4.1% | 2025-Q3 stale |
| Robeco Institutional Asset Management B.V. trimmed | 103,642 | $17M | 0.4% | 2025-Q4 stale |
| Cubist Systematic Strategies, LLC added | 87,807 | $17M | 0.3% | 2025-Q2 stale |
| Driehaus Capital Management LLC trimmed | 93,994 | $16M | 0.3% | 2025-Q4 stale |
| Alaska Permanent Fund Corp | 85,423 | $15M | 0.3% | 2025-Q1 stale |
| SG Capital Management LLC added | 45,424 | $8M | 0.2% | 2025-Q4 stale |
| ACADIAN ASSET MANAGEMENT LLC trimmed | 43,116 | $7M | 0.1% | 2025-Q4 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.