Who owns LOUP
Which tracked institutional funds hold LOUP, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See LOUP company fundamentals →
Ownership as of the 2026-Q2 13F filings (latest filed 2026-08-26). 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
14 tracked funds added or opened LOUP while 6 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
LOUP’s largest tracked holder by dollar value, Gradient Investments LLC, sizes it at 0.4% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 0.4pp conviction gap — its largest holder concentrates the name more heavily than the typical one.
Book-share is each fund’s reported value in LOUP 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 56 tracked filers holding LOUP, 30 increased or opened the position and 21 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 LOUP 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
- GTS SECURITIES LLC$5M
- MISSION WEALTH MANAGEMENT, LP$1M
Full exits 4
- Focus Partners Wealth$4M
- FLOW TRADERS U.S. LLC$3M
- HighTower Advisors, LLC$2M
- CITADEL ADVISORS LLC$563K
Largest adds
- ROYAL BANK OF CANADA$10M
- Gradient Investments LLC$6M
- Tradition Wealth Management, LLC$6M
- LPL Financial LLC$6M
- Elmwood Wealth Management, Inc.$4M
- EPIQ PARTNERS, LLC$3M
Largest trims
- OSAIC HOLDINGS, INC.$2M
- JANE STREET GROUP, LLC$806K
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 |
|---|---|---|---|---|
| Gradient Investments LLC trimmed | 264,367 | $26M | 18.1% | 2026-Q2 |
| ROYAL BANK OF CANADA added | 261,623 | $26M | 17.9% | 2026-Q2 |
| Tradition Wealth Management, LLC trimmed | 189,004 | $19M | 12.9% | 2026-Q2 |
| LPL Financial LLC added | 165,248 | $16M | 11.3% | 2026-Q2 |
| Elmwood Wealth Management, Inc. added | 116,401 | $11M | 8.0% | 2026-Q2 |
| EPIQ PARTNERS, LLC added | 90,924 | $9M | 6.2% | 2026-Q2 |
| GTS SECURITIES LLC new | 53,693 | $5M | 3.7% | 2026-Q2 |
| Mattson Financial Services, LLC trimmed | 38,341 | $3M | 2.4% | 2026-Q2 |
| COMMONWEALTH EQUITY SERVICES, LLC added | 14,423 | $1M | 1.0% | 2026-Q2 |
| 46 Peaks LLC added | 14,347 | $1M | 1.0% | 2026-Q2 |
| MISSION WEALTH MANAGEMENT, LP new | 13,170 | $1M | 0.9% | 2026-Q2 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP added | 12,708 | $1M | 0.9% | 2026-Q2 |
| STIFEL FINANCIAL CORP added | 8,827 | $870K | 0.6% | 2026-Q2 |
| JANE STREET GROUP, LLC trimmed | 7,477 | $737K | 0.5% | 2026-Q2 |
| Mariner, LLC added | 7,114 | $701K | 0.5% | 2026-Q2 |
| OSAIC HOLDINGS, INC. trimmed | 7,084 | $698K | 0.5% | 2026-Q2 |
| CAPTRUST FINANCIAL ADVISORS | 5,051 | $498K | 0.3% | 2026-Q2 |
| Paladin Wealth, LLC added | 4,946 | $487K | 0.3% | 2026-Q2 |
| Snowden Capital Advisors LLC new | 4,505 | $444K | 0.3% | 2026-Q2 |
| Dorsey & Whitney Trust CO LLC | 4,000 | $394K | 0.3% | 2026-Q2 |
| Belvedere Trading LLC new | 3,978 | $392K | 0.3% | 2026-Q2 |
| Sigma Planning Corp added | 3,827 | $377K | 0.3% | 2026-Q2 |
| Authentikos Wealth Advisory, LLC added | 3,799 | $374K | 0.3% | 2026-Q2 |
| RAYMOND JAMES FINANCIAL INC added | 3,456 | $341K | 0.2% | 2026-Q2 |
| Triumph Capital Management trimmed | 3,089 | $304K | 0.2% | 2026-Q2 |
| FAS Wealth Partners, Inc. trimmed | 3,041 | $300K | 0.2% | 2026-Q2 |
| FIFTH THIRD BANCORP | 3,000 | $296K | 0.2% | 2026-Q2 |
| Brown Financial Advisors trimmed | 2,895 | $285K | 0.2% | 2026-Q2 |
| INTEGRITY ALLIANCE, LLC. new | 2,515 | $248K | 0.2% | 2026-Q2 |
| NWF Advisory Services Inc. new | 2,130 | $210K | 0.1% | 2026-Q2 |
| Federation des caisses Desjardins du Quebec added | 1,701 | $168K | 0.1% | 2026-Q2 |
| MORGAN STANLEY added | 1,607 | $158K | 0.1% | 2026-Q2 |
| Capital Investment Advisory Services, LLC trimmed | 1,488 | $147K | 0.1% | 2026-Q2 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | 1,100 | $108K | 0.1% | 2026-Q2 |
| UBS Group AG added | 879 | $87K | 0.1% | 2026-Q2 |
| Arax Advisory Partners new | 696 | $69K | 0.0% | 2026-Q2 |
| Rockefeller Capital Management L.P. trimmed | 533 | $53K | 0.0% | 2026-Q2 |
| Asset Dedication, LLC | 436 | $43K | 0.0% | 2026-Q2 |
| Marshall & Sterling Wealth Advisors Inc. trimmed | 423 | $42K | 0.0% | 2026-Q2 |
| Aventus Investment Advisors, Inc. | 381 | $38K | 0.0% | 2026-Q2 |
| EVOLUTION WEALTH MANAGEMENT INC. | 315 | $31K | 0.0% | 2026-Q2 |
| SIMPLEX TRADING, LLC added | 218 | $21K | 0.0% | 2026-Q2 |
| Ancora Advisors LLC trimmed | 179 | $18K | 0.0% | 2026-Q2 |
| Blume Capital Management, Inc. new | 150 | $15K | 0.0% | 2026-Q2 |
| HARBOUR INVESTMENTS, INC. added | 137 | $14K | 0.0% | 2026-Q2 |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | 131 | $13K | 0.0% | 2026-Q2 |
| Spire Wealth Management | 100 | $10K | 0.0% | 2026-Q2 |
| Ritter Daniher Financial Advisory LLC / DE | 95 | $9K | 0.0% | 2026-Q2 |
| MCGUIRE CAPITAL ADVISORS INC added | 89 | $9K | 0.0% | 2026-Q2 |
| FMR LLC added | 67 | $7K | 0.0% | 2026-Q2 |
| Farther Finance Advisors, LLC | 50 | $5K | 0.0% | 2026-Q2 |
| CoreCap Advisors, LLC trimmed | 25 | $2K | 0.0% | 2026-Q2 |
| Allworth Financial LP | 14 | $1K | 0.0% | 2026-Q2 |
| TD Waterhouse Canada Inc. new | 12 | $1K | 0.0% | 2026-Q2 |
| DHJJ Financial Advisors, Ltd. | 10 | $986 | 0.0% | 2026-Q2 |
| JPMORGAN CHASE & CO | 5 | $478 | 0.0% | 2026-Q2 |
| Focus Partners Wealth trimmed | 54,968 | $4M | 2.6% | 2026-Q1 stale (1 quarter behind) |
| FLOW TRADERS U.S. LLC added | 44,659 | $3M | 2.1% | 2026-Q1 stale (1 quarter behind) |
| HighTower Advisors, LLC trimmed | 33,001 | $2M | 1.6% | 2026-Q1 stale (1 quarter behind) |
| CITADEL ADVISORS LLC trimmed | 8,182 | $563K | 0.4% | 2026-Q1 stale (1 quarter behind) |
| HRT FINANCIAL LP new | 6,407 | $441K | 0.3% | 2026-Q1 stale (1 quarter behind) |
| Ulland Investment Advisors, LLC | 1,000 | $69K | 0.0% | 2026-Q1 stale (1 quarter behind) |
| CWM, LLC | 410 | $28K | 0.0% | 2026-Q1 stale (1 quarter behind) |
| Strategic Investment Solutions, Inc. /IL | 80 | $6K | 0.0% | 2026-Q1 stale (1 quarter behind) |
| Advisory Services Network, LLC new | 1 | $69 | 0.0% | 2026-Q1 stale (1 quarter behind) |
| OLD MISSION CAPITAL LLC new | 25,647 | $2M | 1.4% | 2025-Q4 stale (2 quarters behind) |
| Safe Harbor Wealth Advisors, LLC new | 4,717 | $348K | 0.2% | 2025-Q4 stale (2 quarters behind) |
| IHT Wealth Management, LLC new | 3,705 | $283K | 0.2% | 2025-Q4 stale (2 quarters behind) |
| COMERICA BANK | 3,000 | $229K | 0.2% | 2025-Q4 stale (2 quarters behind) |
| Kestra Advisory Services, LLC new | 700 | $53K | 0.0% | 2025-Q4 stale (2 quarters behind) |
| GROUP ONE TRADING LLC new | 144 | $11K | 0.0% | 2025-Q4 stale (2 quarters behind) |
| CIBC WORLD MARKET INC. trimmed | 5,713 | $358K | 0.2% | 2025-Q2 stale (4 quarters behind) |
| AE Wealth Management LLC new | 539 | $34K | 0.0% | 2025-Q2 stale (4 quarters behind) |
| AMERIFLEX GROUP, INC. | 250 | $15K | 0.0% | 2025-Q2 stale (4 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.