Who owns LTPZ
Which tracked institutional funds hold LTPZ, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See LTPZ company fundamentals →
Ownership as of the 2026-Q2 13F filings (latest filed 2026-08-17). 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
27 tracked funds added or opened LTPZ while 14 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
LTPZ’s largest tracked holder by dollar value, CENTRAL TRUST Co, sizes it at 0.7% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 0.6pp conviction gap — its largest holder concentrates the name more heavily than the typical one.
Book-share is each fund’s reported value in LTPZ 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 95 tracked filers holding LTPZ, 63 increased or opened the position and 29 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 LTPZ 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 8
- MAI Capital Management$27M
- FIDUCIARY FINANCIAL ADVISORS$2M
- CITADEL ADVISORS LLC$2M
- IFG Advisory, LLC$826K
- Tower Research Capital LLC (TRC)$745K
- Atria Investments, Inc$641K
Full exits 4
- EVOKE WEALTH, LLC$27M
- HighTower Advisors, LLC$5M
- Winter & Associates, Inc.$562K
- Focus Partners Advisor Solutions, LLC$554K
Largest adds
- MORGAN STANLEY$21M
- Avos Capital Management, LLC$9M
- AE Wealth Management LLC$6M
- Lloyd Advisory Services, LLC.$4M
- LPL Financial LLC$3M
- GOLDMAN SACHS GROUP INC$3M
Largest trims
- WELLS FARGO & COMPANY/MN$3M
- NORTHERN TRUST CORP$2M
- Torren Management, LLC$2M
- Mid-American Wealth Advisory Group, Inc.$1M
- GFS Advisors, LLC$1M
- WEALTHEDGE INVESTMENT ADVISORS, LLC$1M
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 |
|---|---|---|---|---|
| CENTRAL TRUST Co trimmed | 736,977 | $37M | 11.8% | 2026-Q2 |
| MAI Capital Management added | 532,294 | $27M | 8.5% | 2026-Q2 |
| MORGAN STANLEY added | 475,234 | $24M | 7.6% | 2026-Q2 |
| WELLS FARGO & COMPANY/MN trimmed | 439,786 | $22M | 7.1% | 2026-Q2 |
| Avos Capital Management, LLC added | 319,331 | $16M | 5.1% | 2026-Q2 |
| ALTFEST L J & CO INC added | 284,363 | $14M | 4.6% | 2026-Q2 |
| NORTHERN TRUST CORP trimmed | 202,216 | $10M | 3.2% | 2026-Q2 |
| AE Wealth Management LLC added | 174,533 | $9M | 2.8% | 2026-Q2 |
| Mid-American Wealth Advisory Group, Inc. trimmed | 171,345 | $9M | 2.8% | 2026-Q2 |
| Fermata Advisors, LLC added | 162,273 | $8M | 2.6% | 2026-Q2 |
| Sovran Advisors, LLC added | 163,290 | $8M | 2.5% | 2026-Q2 |
| OSAIC HOLDINGS, INC. added | 128,467 | $7M | 2.1% | 2026-Q2 |
| Yoder Wealth Management, Inc. added | 118,266 | $6M | 1.9% | 2026-Q2 |
| LPL Financial LLC added | 92,566 | $5M | 1.5% | 2026-Q2 |
| GOLDMAN SACHS GROUP INC added | 88,778 | $4M | 1.4% | 2026-Q2 |
| Lloyd Advisory Services, LLC. added | 81,212 | $4M | 1.3% | 2026-Q2 |
| Balanced Rock Investment Advisors LLC added | 74,537 | $4M | 1.2% | 2026-Q2 |
| Tortoise Investment Management, LLC added | 71,497 | $4M | 1.1% | 2026-Q2 |
| Ares Financial Consulting, LLC added | 68,277 | $3M | 1.1% | 2026-Q2 |
| SJBENEN ADVISORY, LLC added | 66,474 | $3M | 1.1% | 2026-Q2 |
| Ancora Advisors LLC added | 55,171 | $3M | 0.9% | 2026-Q2 |
| UBS Group AG trimmed | 54,546 | $3M | 0.9% | 2026-Q2 |
| Focus Financial Network, Inc. added | 52,185 | $3M | 0.8% | 2026-Q2 |
| FIDUCIARY FINANCIAL ADVISORS new | 42,268 | $2M | 0.7% | 2026-Q2 |
| CITADEL ADVISORS LLC trimmed | 38,881 | $2M | 0.6% | 2026-Q2 |
| WEALTHEDGE INVESTMENT ADVISORS, LLC trimmed | 36,825 | $2M | 0.6% | 2026-Q2 |
| ENVESTNET ASSET MANAGEMENT INC added | 34,427 | $2M | 0.6% | 2026-Q2 |
| Vanguard Capital Wealth Advisors added | 29,038 | $1M | 0.5% | 2026-Q2 |
| BANK OF AMERICA CORP /DE/ added | 27,606 | $1M | 0.4% | 2026-Q2 |
| SteelPeak Wealth, LLC added | 25,462 | $1M | 0.4% | 2026-Q2 |
| Comprehensive Money Management Services LLC added | 24,394 | $1M | 0.4% | 2026-Q2 |
| Rockefeller Capital Management L.P. added | 23,887 | $1M | 0.4% | 2026-Q2 |
| MML INVESTORS SERVICES, LLC added | 23,134 | $1M | 0.4% | 2026-Q2 |
| Torren Management, LLC trimmed | 20,406 | $1M | 0.3% | 2026-Q2 |
| Global Endowment Management, LP | 20,000 | $1M | 0.3% | 2026-Q2 |
| Dynamic Advisor Solutions LLC added | 18,423 | $933K | 0.3% | 2026-Q2 |
| IFG Advisory, LLC added | 16,302 | $826K | 0.3% | 2026-Q2 |
| Lifetime Wealth Management P.C. trimmed | 16,033 | $812K | 0.3% | 2026-Q2 |
| SVRN Asset Management, LLC added | 14,993 | $759K | 0.2% | 2026-Q2 |
| Tower Research Capital LLC (TRC) trimmed | 14,704 | $745K | 0.2% | 2026-Q2 |
| IRON Financial LLC trimmed | 13,241 | $671K | 0.2% | 2026-Q2 |
| Atria Investments, Inc new | 12,656 | $641K | 0.2% | 2026-Q2 |
| HOWARD BAILEY SECURITIES, LLC trimmed | 12,573 | $637K | 0.2% | 2026-Q2 |
| B.O.S.S. Retirement Advisors, LLC trimmed | 11,362 | $575K | 0.2% | 2026-Q2 |
| Cetera Investment Advisers added | 8,622 | $437K | 0.1% | 2026-Q2 |
| Private Advisor Group, LLC trimmed | 8,286 | $420K | 0.1% | 2026-Q2 |
| Essential Partners LLC added | 7,925 | $401K | 0.1% | 2026-Q2 |
| Elevated Capital Advisors, LLC added | 7,400 | $375K | 0.1% | 2026-Q2 |
| Authentikos Wealth Advisory, LLC added | 6,971 | $353K | 0.1% | 2026-Q2 |
| STIFEL FINANCIAL CORP added | 6,316 | $320K | 0.1% | 2026-Q2 |
| Avior Wealth Management, LLC added | 6,071 | $308K | 0.1% | 2026-Q2 |
| Baker Ellis Asset Management LLC added | 5,710 | $289K | 0.1% | 2026-Q2 |
| Lido Advisors, LLC added | 5,687 | $288K | 0.1% | 2026-Q2 |
| Kastel Capital Advisors, LLC added | 5,196 | $265K | 0.1% | 2026-Q2 |
| Greenline Partners, LLC trimmed | 5,079 | $257K | 0.1% | 2026-Q2 |
| AVAII WEALTH MANAGEMENT, LLC added | 5,016 | $254K | 0.1% | 2026-Q2 |
| United Advisor Group, LLC | 5,000 | $253K | 0.1% | 2026-Q2 |
| Modera Wealth Management, LLC | 4,757 | $241K | 0.1% | 2026-Q2 |
| Great Lakes Retirement, Inc. trimmed | 4,725 | $239K | 0.1% | 2026-Q2 |
| Integrated Wealth Management new | 4,711 | $239K | 0.1% | 2026-Q2 |
| Steward Partners Investment Advisory, LLC added | 4,698 | $238K | 0.1% | 2026-Q2 |
| Centennial Advisors, LLC new | 4,688 | $237K | 0.1% | 2026-Q2 |
| ATLAS CAPITAL ADVISORS INC. | 4,615 | $236K | 0.1% | 2026-Q2 |
| Aegis Wealth Management, Inc. added | 4,513 | $229K | 0.1% | 2026-Q2 |
| Mutual Advisors, LLC | 4,507 | $228K | 0.1% | 2026-Q2 |
| ROYAL BANK OF CANADA | 4,218 | $214K | 0.1% | 2026-Q2 |
| Legacy PCG, LLC trimmed | 4,468 | $213K | 0.1% | 2026-Q2 |
| GenTrust, LLC trimmed | 4,201 | $213K | 0.1% | 2026-Q2 |
| JONES FINANCIAL COMPANIES LLLP added | 4,121 | $211K | 0.1% | 2026-Q2 |
| GFS Advisors, LLC trimmed | 2,770 | $206K | 0.1% | 2026-Q2 |
| TOUNJIAN ADVISORY PARTNERS, LLC new | 3,671 | $186K | 0.1% | 2026-Q2 |
| Kingdom Financial Group LLC. added | 3,400 | $172K | 0.1% | 2026-Q2 |
| Integrated Wealth Concepts LLC new | 2,734 | $138K | 0.0% | 2026-Q2 |
| EVOLUTION WEALTH MANAGEMENT INC. trimmed | 2,687 | $136K | 0.0% | 2026-Q2 |
| SIMPLEX TRADING, LLC added | 2,431 | $123K | 0.0% | 2026-Q2 |
| Montgomery Financial Services LLC new | 1,600 | $81K | 0.0% | 2026-Q2 |
| BLAIR WILLIAM & CO/IL new | 1,388 | $70K | 0.0% | 2026-Q2 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 1,321 | $66K | 0.0% | 2026-Q2 |
| EDMOND DE ROTHSCHILD HOLDING S.A. | 871 | $44K | 0.0% | 2026-Q2 |
| HARBOUR INVESTMENTS, INC. | 845 | $43K | 0.0% | 2026-Q2 |
| Networth Advisors, LLC added | 828 | $42K | 0.0% | 2026-Q2 |
| Decker Retirement Planning Inc. added | 278 | $14K | 0.0% | 2026-Q2 |
| FMR LLC trimmed | 278 | $14K | 0.0% | 2026-Q2 |
| Quest 10 Wealth Builders, Inc. trimmed | 179 | $9K | 0.0% | 2026-Q2 |
| Parallel Advisors, LLC | 159 | $8K | 0.0% | 2026-Q2 |
| CREATIVE FINANCIAL DESIGNS INC /ADV trimmed | 152 | $8K | 0.0% | 2026-Q2 |
| Continuum Advisory, LLC | 117 | $6K | 0.0% | 2026-Q2 |
| FIFTH THIRD BANCORP trimmed | 108 | $5K | 0.0% | 2026-Q2 |
| Farther Finance Advisors, LLC | 32 | $2K | 0.0% | 2026-Q2 |
| Geneos Wealth Management Inc. added | 30 | $2K | 0.0% | 2026-Q2 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC trimmed | 15 | $760 | 0.0% | 2026-Q2 |
| COMPASS FINANCIAL MANAGEMENT LLC new | 7 | $336 | 0.0% | 2026-Q2 |
| Kilter Group LLC | 5 | $245 | 0.0% | 2026-Q2 |
| Capital Advisor Network LLC | 3 | $152 | 0.0% | 2026-Q2 |
| Smartleaf Asset Management LLC | 0 | $12 | 0.0% | 2026-Q2 |
| EVOKE WEALTH, LLC trimmed | 531,554 | $27M | 8.6% | 2026-Q1 stale (1 quarter behind) |
| HighTower Advisors, LLC new | 99,010 | $5M | 1.6% | 2026-Q1 stale (1 quarter behind) |
| FLOW TRADERS U.S. LLC new | 105,575 | $5M | 1.7% | 2025-Q4 stale (2 quarters behind) |
| JANE STREET GROUP, LLC added | 52,350 | $3M | 0.9% | 2025-Q4 stale (2 quarters behind) |
| Forefront Wealth Partners, LLC new | 174,669 | $9M | 3.0% | 2025-Q3 stale (3 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.