Who owns LTPZ (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-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
13 tracked funds added or opened LTPZ while 21 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
LTPZ’s largest tracked holder by dollar value, CENTRAL TRUST Co, sizes it at 0.8% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 0.7pp 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 2025-Q4 and 2026-Q1, across 86 tracked filers holding LTPZ, 38 increased or opened the position and 59 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 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
- HighTower Advisors, LLC$5M
- GFS Advisors, LLC$1M
Full exits 8
- FLOW TRADERS U.S. LLC$5M
- CITADEL ADVISORS LLC$3M
- JANE STREET GROUP, LLC$3M
- Private Wealth Advisors, LLC$2M
- Tower Research Capital LLC (TRC)$2M
- Envestnet Portfolio Solutions, Inc.$2M
Largest adds
- WELLS FARGO & COMPANY/MN$4M
- ALTFEST L J & CO INC$3M
- OSAIC HOLDINGS, INC.$2M
- CENTRAL TRUST Co$1M
- GOLDMAN SACHS GROUP INC$883K
- SteelPeak Wealth, LLC$794K
Largest trims
- Avos Capital Management, LLC$10M
- WEALTHEDGE INVESTMENT ADVISORS, LLC$10M
- EVOKE WEALTH, LLC$7M
- NORTHERN TRUST CORP$3M
- Lloyd Advisory Services, LLC.$3M
- SJBENEN ADVISORY, LLC$2M
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 added | 749,709 | $38M | 12.8% | 2026-Q1 |
| EVOKE WEALTH, LLC trimmed | 531,554 | $27M | 9.0% | 2026-Q1 |
| WELLS FARGO & COMPANY/MN added | 486,020 | $25M | 8.3% | 2026-Q1 |
| ALTFEST L J & CO INC added | 275,103 | $14M | 4.7% | 2026-Q1 |
| NORTHERN TRUST CORP trimmed | 237,431 | $12M | 4.0% | 2026-Q1 |
| Mid-American Wealth Advisory Group, Inc. | 192,125 | $10M | 3.3% | 2026-Q1 |
| Sovran Advisors, LLC added | 160,618 | $8M | 2.8% | 2026-Q1 |
| Avos Capital Management, LLC trimmed | 149,430 | $8M | 2.5% | 2026-Q1 |
| Fermata Advisors, LLC added | 146,045 | $7M | 2.5% | 2026-Q1 |
| OSAIC HOLDINGS, INC. added | 121,332 | $6M | 2.1% | 2026-Q1 |
| Yoder Wealth Management, Inc. trimmed | 113,266 | $6M | 1.9% | 2026-Q1 |
| HighTower Advisors, LLC new | 99,010 | $5M | 1.7% | 2026-Q1 |
| AE Wealth Management LLC trimmed | 64,207 | $3M | 1.1% | 2026-Q1 |
| Tortoise Investment Management, LLC added | 61,697 | $3M | 1.1% | 2026-Q1 |
| Balanced Rock Investment Advisors LLC added | 61,046 | $3M | 1.0% | 2026-Q1 |
| WEALTHEDGE INVESTMENT ADVISORS, LLC trimmed | 60,012 | $3M | 1.0% | 2026-Q1 |
| Ares Financial Consulting, LLC trimmed | 57,193 | $3M | 1.0% | 2026-Q1 |
| Torren Management, LLC added | 56,485 | $3M | 1.0% | 2026-Q1 |
| UBS Group AG added | 55,065 | $3M | 0.9% | 2026-Q1 |
| Ancora Advisors LLC added | 54,830 | $3M | 0.9% | 2026-Q1 |
| MORGAN STANLEY added | 50,409 | $3M | 0.9% | 2026-Q1 |
| SJBENEN ADVISORY, LLC trimmed | 49,101 | $3M | 0.8% | 2026-Q1 |
| Focus Financial Network, Inc. added | 48,455 | $2M | 0.8% | 2026-Q1 |
| GOLDMAN SACHS GROUP INC added | 39,048 | $2M | 0.7% | 2026-Q1 |
| LPL Financial LLC trimmed | 35,120 | $2M | 0.6% | 2026-Q1 |
| GFS Advisors, LLC new | 28,260 | $1M | 0.5% | 2026-Q1 |
| BANK OF AMERICA CORP /DE/ added | 24,477 | $1M | 0.4% | 2026-Q1 |
| Private Advisor Group, LLC added | 24,209 | $1M | 0.4% | 2026-Q1 |
| SteelPeak Wealth, LLC added | 23,230 | $1M | 0.4% | 2026-Q1 |
| Vanguard Capital Wealth Advisors added | 21,699 | $1M | 0.4% | 2026-Q1 |
| MML INVESTORS SERVICES, LLC trimmed | 20,541 | $1M | 0.3% | 2026-Q1 |
| Global Endowment Management, LP trimmed | 20,000 | $1M | 0.3% | 2026-Q1 |
| Lifetime Wealth Management P.C. added | 16,357 | $835K | 0.3% | 2026-Q1 |
| IRON Financial LLC trimmed | 15,169 | $774K | 0.3% | 2026-Q1 |
| SVRN Asset Management, LLC trimmed | 14,809 | $756K | 0.3% | 2026-Q1 |
| Dynamic Advisor Solutions LLC added | 13,187 | $673K | 0.2% | 2026-Q1 |
| ENVESTNET ASSET MANAGEMENT INC added | 12,508 | $638K | 0.2% | 2026-Q1 |
| Comprehensive Money Management Services LLC added | 11,925 | $609K | 0.2% | 2026-Q1 |
| Greenline Partners, LLC trimmed | 11,880 | $606K | 0.2% | 2026-Q1 |
| Winter & Associates, Inc. trimmed | 10,878 | $562K | 0.2% | 2026-Q1 |
| Focus Partners Advisor Solutions, LLC trimmed | 10,853 | $554K | 0.2% | 2026-Q1 |
| Cetera Investment Advisers trimmed | 8,492 | $433K | 0.1% | 2026-Q1 |
| Rockefeller Capital Management L.P. trimmed | 7,977 | $407K | 0.1% | 2026-Q1 |
| Essential Partners LLC added | 7,584 | $387K | 0.1% | 2026-Q1 |
| STIFEL FINANCIAL CORP added | 6,281 | $321K | 0.1% | 2026-Q1 |
| Avior Wealth Management, LLC trimmed | 6,070 | $310K | 0.1% | 2026-Q1 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP trimmed | 5,879 | $300K | 0.1% | 2026-Q1 |
| Greenwich Wealth Management LLC | 5,523 | $282K | 0.1% | 2026-Q1 |
| GenTrust, LLC trimmed | 5,333 | $272K | 0.1% | 2026-Q1 |
| Legacy PCG, LLC trimmed | 5,005 | $255K | 0.1% | 2026-Q1 |
| United Advisor Group, LLC | 5,000 | $255K | 0.1% | 2026-Q1 |
| AVAII WEALTH MANAGEMENT, LLC added | 4,889 | $249K | 0.1% | 2026-Q1 |
| Authentikos Wealth Advisory, LLC added | 4,836 | $247K | 0.1% | 2026-Q1 |
| Modera Wealth Management, LLC | 4,757 | $243K | 0.1% | 2026-Q1 |
| Lido Advisors, LLC trimmed | 4,737 | $242K | 0.1% | 2026-Q1 |
| Baker Ellis Asset Management LLC | 4,710 | $240K | 0.1% | 2026-Q1 |
| ATLAS CAPITAL ADVISORS INC. added | 4,615 | $236K | 0.1% | 2026-Q1 |
| Mutual Advisors, LLC trimmed | 4,507 | $230K | 0.1% | 2026-Q1 |
| Aegis Wealth Management, Inc. trimmed | 4,445 | $227K | 0.1% | 2026-Q1 |
| ROYAL BANK OF CANADA trimmed | 4,218 | $216K | 0.1% | 2026-Q1 |
| Kastel Capital Advisors, LLC | 4,105 | $212K | 0.1% | 2026-Q1 |
| Advisory Services Network, LLC trimmed | 4,148 | $212K | 0.1% | 2026-Q1 |
| JONES FINANCIAL COMPANIES LLLP trimmed | 3,679 | $185K | 0.1% | 2026-Q1 |
| EVOLUTION WEALTH MANAGEMENT INC. trimmed | 2,847 | $145K | 0.0% | 2026-Q1 |
| Kingdom Financial Group LLC. trimmed | 1,888 | $96K | 0.0% | 2026-Q1 |
| Lloyd Advisory Services, LLC. trimmed | 1,888 | $96K | 0.0% | 2026-Q1 |
| Elevated Capital Advisors, LLC trimmed | 1,852 | $95K | 0.0% | 2026-Q1 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC trimmed | 1,321 | $67K | 0.0% | 2026-Q1 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC added | 1,259 | $64K | 0.0% | 2026-Q1 |
| Almanack Investment Partners, LLC. added | 416,481 | $23M | 7.6% | 2025-Q1 stale |
| Empowered Funds, LLC added | 285,894 | $16M | 5.2% | 2025-Q1 stale |
| Forefront Wealth Partners, LLC new | 174,669 | $9M | 3.1% | 2025-Q3 stale |
| FLOW TRADERS U.S. LLC added | 105,575 | $5M | 1.8% | 2025-Q4 stale |
| CITADEL ADVISORS LLC added | 60,064 | $3M | 1.0% | 2025-Q4 stale |
| JANE STREET GROUP, LLC added | 52,350 | $3M | 0.9% | 2025-Q4 stale |
| Private Wealth Advisors, LLC trimmed | 42,934 | $2M | 0.7% | 2025-Q4 stale |
| Tower Research Capital LLC (TRC) added | 42,349 | $2M | 0.7% | 2025-Q4 stale |
| Envestnet Portfolio Solutions, Inc. added | 41,017 | $2M | 0.7% | 2025-Q4 stale |
| CHB Investment Group, LLC added | 40,240 | $2M | 0.7% | 2025-Q2 stale |
| US BANCORP \DE\ added | 37,642 | $2M | 0.6% | 2025-Q4 stale |
| Quadrature Capital Ltd new | 26,730 | $1M | 0.5% | 2025-Q2 stale |
| AlTi Global, Inc. trimmed | 18,900 | $1M | 0.3% | 2025-Q3 stale |
| GTS SECURITIES LLC trimmed | 14,444 | $758K | 0.3% | 2025-Q2 stale |
| IFG Advisory, LLC added | 10,588 | $548K | 0.2% | 2025-Q4 stale |
| COMMONWEALTH EQUITY SERVICES, LLC added | 9,208 | $476K | 0.2% | 2025-Q4 stale |
| Forefront Analytics, LLC trimmed | 7,394 | $405K | 0.1% | 2025-Q1 stale |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO added | 11,387 | $365K | 0.1% | 2025-Q4 stale |
| CITIGROUP INC trimmed | 6,210 | $341K | 0.1% | 2025-Q1 stale |
| GWN SECURITIES INC. trimmed | 4,573 | $237K | 0.1% | 2025-Q4 stale |
| RAYMOND JAMES FINANCIAL INC trimmed | 4,310 | $223K | 0.1% | 2025-Q4 stale |
| FIRST MANHATTAN CO. LLC. trimmed | 4,010 | $210K | 0.1% | 2025-Q2 stale |
| Texas Capital Bank Wealth Management Services Inc new | 4,045 | $209K | 0.1% | 2025-Q4 stale |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | 3,771 | $201K | 0.1% | 2025-Q3 stale |
| Addison Capital Co trimmed | 3,814 | $200K | 0.1% | 2025-Q2 stale |
| Bogart Wealth, LLC | 3,640 | $194K | 0.1% | 2025-Q3 stale |
| IFP Advisors, Inc | 3,500 | $181K | 0.1% | 2025-Q4 stale |
| Kestra Advisory Services, LLC trimmed | 3,387 | $175K | 0.1% | 2025-Q4 stale |
| Salomon & Ludwin, LLC | 1,404 | $75K | 0.0% | 2025-Q3 stale |
| MAI Capital Management | 1,010 | $54K | 0.0% | 2025-Q3 stale |
| FMR LLC added | 815 | $45K | 0.0% | 2025-Q1 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.