Who owns LPRE
Which tracked institutional funds hold LPRE, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See LPRE company fundamentals →
Ownership as of the 2026-Q2 13F filings (latest filed 2026-08-14). 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
5 tracked funds added or opened LPRE while 5 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
LPRE’s largest tracked holder by dollar value, BBR PARTNERS, LLC, sizes it at 1.8% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 1.8pp conviction gap — its largest holder concentrates the name more heavily than the typical one.
Book-share is each fund’s reported value in LPRE 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 13 tracked filers holding LPRE, 6 increased or opened the position and 7 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 LPRE 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.
Full exits 3
- RIVERNORTH CAPITAL MANAGEMENT, LLC$3M
- SENTINEL TRUST CO LBA$703K
- GOLDMAN SACHS GROUP INC$630K
Largest adds
- DIMENSION CAPITAL MANAGEMENT LLC$7M
- BBR PARTNERS, LLC$6M
- BROWN ADVISORY INC$3M
- Wind River Trust Co$3M
- JANE STREET GROUP, LLC$2M
Largest trims
- Journey Advisory Group, LLC$4M
- EverSource Wealth Advisors, LLC$3M
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 |
|---|---|---|---|---|
| BBR PARTNERS, LLC added | 1,281,464 | $39M | 41.4% | 2026-Q2 |
| DIMENSION CAPITAL MANAGEMENT LLC added | 845,975 | $25M | 27.4% | 2026-Q2 |
| BROWN ADVISORY INC added | 278,361 | $8M | 9.0% | 2026-Q2 |
| Wind River Trust Co added | 278,361 | $8M | 9.0% | 2026-Q2 |
| JANE STREET GROUP, LLC added | 90,313 | $3M | 2.9% | 2026-Q2 |
| Prime Buchholz LLC | 54,784 | $2M | 1.8% | 2026-Q2 |
| Arrow Capital Management, LLC | 38,000 | $1M | 1.2% | 2026-Q2 |
| FIRST NATIONAL BANK SIOUX FALLS | 28,646 | $798K | 0.9% | 2026-Q2 |
| Canvas Wealth Advisors, LLC trimmed | 10,984 | $331K | 0.4% | 2026-Q2 |
| Journey Advisory Group, LLC trimmed | 10,000 | $301K | 0.3% | 2026-Q2 |
| Pathstone Holdings, LLC trimmed | 8,000 | $241K | 0.3% | 2026-Q2 |
| EverSource Wealth Advisors, LLC trimmed | 1,790 | $54K | 0.1% | 2026-Q2 |
| Byrne Asset Management LLC new | 150 | $5K | 0.0% | 2026-Q2 |
| RIVERNORTH CAPITAL MANAGEMENT, LLC | 120,000 | $3M | 3.4% | 2026-Q1 stale (1 quarter behind) |
| SENTINEL TRUST CO LBA added | 27,000 | $703K | 0.8% | 2026-Q1 stale (1 quarter behind) |
| GOLDMAN SACHS GROUP INC new | 24,200 | $630K | 0.7% | 2026-Q1 stale (1 quarter behind) |
| GTS SECURITIES LLC new | 21,611 | $577K | 0.6% | 2025-Q4 stale (2 quarters behind) |
| CONCOURSE FINANCIAL GROUP SECURITIES, INC. new | 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.