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Institutional Ownership · SEC Form 13F

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-Q1 13F filings (latest filed 2026-05-29). 13F is disclosed up to 45 days after quarter-end, so the most recent quarter fills in over the following weeks.

52
Institutional holders
1M
Shares held (tracked funds)

How the tape is positioned

5 tracked funds added or opened LOUP while 8 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

LOUP’s largest tracked holder by dollar value, Gradient Investments LLC, sizes it at 0.3% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 0.3pp 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 2025-Q4 and 2026-Q1, across 52 tracked filers holding LOUP, 27 increased or opened the position and 15 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 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

  • FLOW TRADERS U.S. LLC$3M
  • JANE STREET GROUP, LLC$2M

Full exits 1

  • OLD MISSION CAPITAL LLC$2M

Largest adds

  • OSAIC HOLDINGS, INC.$1M
  • Elmwood Wealth Management, Inc.$957K
  • LPL Financial LLC$733K

Largest trims

  • ROYAL BANK OF CANADA$2M
  • Gradient Investments LLC$1M
  • CITADEL ADVISORS LLC$1M
  • Tradition Wealth Management, LLC$983K
  • Focus Partners Wealth$496K
  • Mattson Financial Services, LLC$330K

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).

FundSharesReported value% of valueQuarter
Gradient Investments LLC added288,216$20M19.8%2026-Q1
ROYAL BANK OF CANADA added231,187$16M15.8%2026-Q1
Tradition Wealth Management, LLC added189,302$13M13.0%2026-Q1
LPL Financial LLC added155,573$11M10.7%2026-Q1
Elmwood Wealth Management, Inc. added115,546$8M7.9%2026-Q1
EPIQ PARTNERS, LLC added85,956$6M5.9%2026-Q1
Focus Partners Wealth trimmed54,968$4M3.8%2026-Q1
Mattson Financial Services, LLC added44,736$3M3.1%2026-Q1
FLOW TRADERS U.S. LLC added44,659$3M3.1%2026-Q1
OSAIC HOLDINGS, INC. added35,735$2M2.4%2026-Q1
HighTower Advisors, LLC trimmed33,001$2M2.3%2026-Q1
JANE STREET GROUP, LLC added22,406$2M1.5%2026-Q1
COMMONWEALTH EQUITY SERVICES, LLC added14,348$988K1.0%2026-Q1
46 Peaks LLC added13,486$928K0.9%2026-Q1
CITADEL ADVISORS LLC trimmed8,182$563K0.6%2026-Q1
SUSQUEHANNA INTERNATIONAL GROUP, LLP trimmed8,100$558K0.6%2026-Q1
STIFEL FINANCIAL CORP added7,369$507K0.5%2026-Q1
HRT FINANCIAL LP new6,407$441K0.4%2026-Q1
CAPTRUST FINANCIAL ADVISORS added5,051$348K0.3%2026-Q1
Mariner, LLC added5,021$346K0.3%2026-Q1
Paladin Wealth, LLC added4,650$320K0.3%2026-Q1
Dorsey & Whitney Trust CO LLC4,000$275K0.3%2026-Q1
Sigma Planning Corp trimmed3,669$253K0.3%2026-Q1
Authentikos Wealth Advisory, LLC new3,645$251K0.2%2026-Q1
RAYMOND JAMES FINANCIAL INC added3,444$237K0.2%2026-Q1
Triumph Capital Management added3,358$231K0.2%2026-Q1
Brown Financial Advisors trimmed3,097$213K0.2%2026-Q1
FIFTH THIRD BANCORP new3,000$207K0.2%2026-Q1
Capital Investment Advisory Services, LLC1,688$116K0.1%2026-Q1
Federation des caisses Desjardins du Quebec1,501$103K0.1%2026-Q1
CREATIVE FINANCIAL DESIGNS INC /ADV added1,100$76K0.1%2026-Q1
Ulland Investment Advisors, LLC1,000$69K0.1%2026-Q1
Rockefeller Capital Management L.P. trimmed550$38K0.0%2026-Q1
Marshall & Sterling Wealth Advisors Inc. trimmed509$35K0.0%2026-Q1
Asset Dedication, LLC436$30K0.0%2026-Q1
CWM, LLC410$28K0.0%2026-Q1
Ancora Advisors LLC added404$28K0.0%2026-Q1
Aventus Investment Advisors, Inc.381$26K0.0%2026-Q1
MORGAN STANLEY379$26K0.0%2026-Q1
EVOLUTION WEALTH MANAGEMENT INC.315$22K0.0%2026-Q1
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC131$9K0.0%2026-Q1
HARBOUR INVESTMENTS, INC. added123$8K0.0%2026-Q1
Spire Wealth Management100$7K0.0%2026-Q1
Ritter Daniher Financial Advisory LLC / DE95$7K0.0%2026-Q1
Strategic Investment Solutions, Inc. /IL80$6K0.0%2026-Q1
MCGUIRE CAPITAL ADVISORS INC64$4K0.0%2026-Q1
Farther Finance Advisors, LLC50$3K0.0%2026-Q1
Allworth Financial LP added14$9640.0%2026-Q1
DHJJ Financial Advisors, Ltd.10$6890.0%2026-Q1
JPMORGAN CHASE & CO5$3270.0%2026-Q1
FMR LLC new2$1030.0%2026-Q1
Advisory Services Network, LLC new1$690.0%2026-Q1
OLD MISSION CAPITAL LLC new25,647$2M2.0%2025-Q4 stale
CIBC WORLD MARKET INC. trimmed5,713$358K0.4%2025-Q2 stale
Safe Harbor Wealth Advisors, LLC new4,717$348K0.3%2025-Q4 stale
IHT Wealth Management, LLC new3,705$283K0.3%2025-Q4 stale
FAS Wealth Partners, Inc.3,341$255K0.3%2025-Q4 stale
COMERICA BANK3,000$229K0.2%2025-Q4 stale
Kestra Advisory Services, LLC new700$53K0.1%2025-Q4 stale
AE Wealth Management LLC new539$34K0.0%2025-Q2 stale
AMERIFLEX GROUP, INC.250$15K0.0%2025-Q2 stale
GROUP ONE TRADING LLC new144$11K0.0%2025-Q4 stale
SIMPLEX TRADING, LLC added33$2K0.0%2025-Q3 stale
CONCOURSE FINANCIAL GROUP SECURITIES, INC.00.0%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.

HoldersTotal shares

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.

Learn how to read institutional ownership