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Institutional Ownership · SEC Form 13F

Who owns LVLU


Which tracked institutional funds hold LVLU, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See LVLU company fundamentals →

Ownership as of the 2026-Q1 13F filings (latest filed 2026-05-15). 13F is disclosed up to 45 days after quarter-end, so the most recent quarter fills in over the following weeks.

18
Institutional holders
1M
Shares held (tracked funds)
34.2%
Of shares outstanding

How the tape is positioned

The tracked-fund tape on LVLU is one-sided between 2025-Q4 and 2026-Q1: 5 added or opened and 0 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

LVLU’s largest tracked holder by dollar value, CANADA PENSION PLAN INVESTMENT BOARD, sizes it at 0.0% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 0.0pp conviction gap — its largest holder concentrates the name more heavily than the typical one.

Book-share is each fund’s reported value in LVLU 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 18 tracked filers holding LVLU, 9 increased or opened the position and 6 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 LVLU 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 1

  • VANGUARD CAPITAL MANAGEMENT LLC$673K

Largest adds

  • CANADA PENSION PLAN INVESTMENT BOARD$4M
  • INSTITUTIONAL VENTURE MANAGEMENT XV, LLC$2M
  • Chico Wealth RIA$860K
  • RENAISSANCE TECHNOLOGIES LLC$334K

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
CANADA PENSION PLAN INVESTMENT BOARD500,000$6M41.8%2026-Q1
INSTITUTIONAL VENTURE MANAGEMENT XV, LLC251,575$3M21.0%2026-Q1
Chico Wealth RIA trimmed138,103$2M11.5%2026-Q1
VANGUARD CAPITAL MANAGEMENT LLC new52,903$673K4.4%2026-Q1
RENAISSANCE TECHNOLOGIES LLC added30,665$390K2.6%2026-Q1
GEODE CAPITAL MANAGEMENT, LLC added13,227$168K1.1%2026-Q1
BRIDGEWAY CAPITAL MANAGEMENT, LLC11,500$146K1.0%2026-Q1
VANGUARD FIDUCIARY TRUST CO new11,304$144K0.9%2026-Q1
Retirement Systems of Alabama trimmed2,063$26K0.2%2026-Q1
UBS Group AG added1,920$24K0.2%2026-Q1
MORGAN STANLEY trimmed1,754$22K0.1%2026-Q1
JONES FINANCIAL COMPANIES LLLP new892$11K0.1%2026-Q1
BlackRock, Inc.692$9K0.1%2026-Q1
Tower Research Capital LLC (TRC) trimmed353$4K0.0%2026-Q1
ASSETMARK, INC161$2K0.0%2026-Q1
Vanguard Global Advisers, LLC new151$2K0.0%2026-Q1
JPMORGAN CHASE & CO added86$1K0.0%2026-Q1
BNP PARIBAS FINANCIAL MARKETS17$2160.0%2026-Q1
INSTITUTIONAL VENTURE MANAGEMENT XVI, LLC trimmed251,574$1M7.8%2025-Q3 stale
AMERIPRISE FINANCIAL INC trimmed1,394,010$558K3.7%2025-Q1 stale
VANGUARD GROUP INC added57,259$299K2.0%2025-Q4 stale
CITADEL ADVISORS LLC added234,985$70K0.5%2025-Q2 stale
PRINCIPAL FINANCIAL GROUP INC trimmed10,000$48K0.3%2025-Q3 stale
Birchwood Financial Partners, Inc. new4,844$25K0.2%2025-Q4 stale
SWEENEY & MICHEL, LLC51,059$19K0.1%2025-Q1 stale
TRUIST FINANCIAL CORP61,700$19K0.1%2025-Q2 stale
SUSQUEHANNA INTERNATIONAL GROUP, LLP added43,352$17K0.1%2025-Q1 stale
TURTLE CREEK ASSET MANAGEMENT INC. trimmed3,668$17K0.1%2025-Q3 stale
BANK OF AMERICA CORP /DE/ added1,981$10K0.1%2025-Q4 stale
STATE STREET CORP27,100$8K0.1%2025-Q2 stale
JANE STREET GROUP, LLC added23,523$7K0.0%2025-Q2 stale
CHOREO, LLC11,302$5K0.0%2025-Q1 stale
XTX Topco Ltd new13,085$4K0.0%2025-Q2 stale
NORTHERN TRUST CORP12,625$4K0.0%2025-Q2 stale
OSAIC HOLDINGS, INC. trimmed164$660.0%2025-Q2 stale
CITIGROUP INC205$620.0%2025-Q2 stale
Steward Partners Investment Advisory, LLC44$180.0%2025-Q1 stale
SBI Securities Co., Ltd.10$30.0%2025-Q2 stale
CONCOURSE FINANCIAL GROUP SECURITIES, INC.00.0%2025-Q2 stale
SIMPLEX TRADING, LLC trimmed1780.0%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.

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