Who owns LPRE (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-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
The tracked-fund tape on LPRE is one-sided between 2025-Q4 and 2026-Q1: 10 added or opened and 1 trimmed or exited — on balance accumulating.
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 0.1% of theirs — a 1.7pp 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 2025-Q4 and 2026-Q1, across 15 tracked filers holding LPRE, 11 increased or opened the position and 2 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 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 5
- Journey Advisory Group, LLC$4M
- EverSource Wealth Advisors, LLC$3M
- Prime Buchholz LLC$1M
- FIRST NATIONAL BANK SIOUX FALLS$798K
- GOLDMAN SACHS GROUP INC$630K
Full exits 1
- GTS SECURITIES LLC$577K
Largest adds
- DIMENSION CAPITAL MANAGEMENT LLC$8M
- BBR PARTNERS, LLC$7M
- Wind River Trust Co$2M
- BROWN ADVISORY INC$2M
- SENTINEL TRUST CO LBA$329K
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 | 1,248,951 | $33M | 42.3% | 2026-Q1 |
| DIMENSION CAPITAL MANAGEMENT LLC added | 705,000 | $18M | 23.9% | 2026-Q1 |
| Wind River Trust Co added | 192,667 | $5M | 6.5% | 2026-Q1 |
| BROWN ADVISORY INC added | 192,667 | $5M | 6.5% | 2026-Q1 |
| Journey Advisory Group, LLC new | 157,593 | $4M | 5.3% | 2026-Q1 |
| RIVERNORTH CAPITAL MANAGEMENT, LLC | 120,000 | $3M | 4.1% | 2026-Q1 |
| EverSource Wealth Advisors, LLC new | 102,945 | $3M | 3.5% | 2026-Q1 |
| Prime Buchholz LLC new | 54,784 | $1M | 1.9% | 2026-Q1 |
| Arrow Capital Management, LLC | 38,000 | $990K | 1.3% | 2026-Q1 |
| FIRST NATIONAL BANK SIOUX FALLS new | 28,646 | $798K | 1.0% | 2026-Q1 |
| SENTINEL TRUST CO LBA added | 27,000 | $703K | 0.9% | 2026-Q1 |
| GOLDMAN SACHS GROUP INC new | 24,200 | $630K | 0.8% | 2026-Q1 |
| JANE STREET GROUP, LLC new | 14,389 | $375K | 0.5% | 2026-Q1 |
| Canvas Wealth Advisors, LLC trimmed | 12,290 | $320K | 0.4% | 2026-Q1 |
| Pathstone Holdings, LLC | 10,000 | $260K | 0.3% | 2026-Q1 |
| GTS SECURITIES LLC new | 21,611 | $577K | 0.8% | 2025-Q4 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.