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-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
The tracked-fund tape on LVLU is one-sided between 2026-Q1 and 2026-Q2: 0 added or opened and 3 trimmed or exited — on balance reducing.
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 2026-Q1 and 2026-Q2, across 17 tracked filers holding LVLU, 2 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 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.
Largest trims
- CANADA PENSION PLAN INVESTMENT BOARD$2M
- INSTITUTIONAL VENTURE MANAGEMENT XV, LLC$1M
- Chico Wealth RIA$619K
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 |
|---|---|---|---|---|
| CANADA PENSION PLAN INVESTMENT BOARD | 500,000 | $4M | 46.1% | 2026-Q2 |
| INSTITUTIONAL VENTURE MANAGEMENT XV, LLC | 251,575 | $2M | 23.9% | 2026-Q2 |
| Chico Wealth RIA | 138,103 | $1M | 13.1% | 2026-Q2 |
| VANGUARD CAPITAL MANAGEMENT LLC | 52,903 | $423K | 4.9% | 2026-Q2 |
| RENAISSANCE TECHNOLOGIES LLC trimmed | 18,764 | $155K | 1.8% | 2026-Q2 |
| GEODE CAPITAL MANAGEMENT, LLC trimmed | 11,615 | $93K | 1.1% | 2026-Q2 |
| VANGUARD FIDUCIARY TRUST CO | 11,304 | $90K | 1.0% | 2026-Q2 |
| Retirement Systems of Alabama | 2,063 | $17K | 0.2% | 2026-Q2 |
| MORGAN STANLEY | 1,754 | $14K | 0.2% | 2026-Q2 |
| JONES FINANCIAL COMPANIES LLLP | 892 | $7K | 0.1% | 2026-Q2 |
| Tower Research Capital LLC (TRC) added | 433 | $4K | 0.0% | 2026-Q2 |
| ASSETMARK, INC | 161 | $1K | 0.0% | 2026-Q2 |
| Vanguard Global Advisers, LLC | 151 | $1K | 0.0% | 2026-Q2 |
| BNP PARIBAS FINANCIAL MARKETS | 17 | $140 | 0.0% | 2026-Q2 |
| UBS Group AG trimmed | 9 | $74 | 0.0% | 2026-Q2 |
| BARCLAYS PLC new | 6 | $50 | 0.0% | 2026-Q2 |
| JPMORGAN CHASE & CO trimmed | 2 | $17 | 0.0% | 2026-Q2 |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | 11,500 | $146K | 1.7% | 2026-Q1 stale (1 quarter behind) |
| BlackRock, Inc. | 692 | $9K | 0.1% | 2026-Q1 stale (1 quarter behind) |
| VANGUARD GROUP INC added | 57,259 | $299K | 3.4% | 2025-Q4 stale (2 quarters behind) |
| Birchwood Financial Partners, Inc. new | 4,844 | $25K | 0.3% | 2025-Q4 stale (2 quarters behind) |
| BANK OF AMERICA CORP /DE/ added | 1,981 | $10K | 0.1% | 2025-Q4 stale (2 quarters behind) |
| PRINCIPAL FINANCIAL GROUP INC trimmed | 10,000 | $48K | 0.5% | 2025-Q3 stale (3 quarters behind) |
| TURTLE CREEK ASSET MANAGEMENT INC. trimmed | 3,668 | $17K | 0.2% | 2025-Q3 stale (3 quarters behind) |
| CITADEL ADVISORS LLC added | 234,985 | $70K | 0.8% | 2025-Q2 stale (4 quarters behind) |
| TRUIST FINANCIAL CORP | 61,700 | $19K | 0.2% | 2025-Q2 stale (4 quarters behind) |
| STATE STREET CORP | 27,100 | $8K | 0.1% | 2025-Q2 stale (4 quarters behind) |
| JANE STREET GROUP, LLC new | 23,523 | $7K | 0.1% | 2025-Q2 stale (4 quarters behind) |
| XTX Topco Ltd new | 13,085 | $4K | 0.0% | 2025-Q2 stale (4 quarters behind) |
| NORTHERN TRUST CORP | 12,625 | $4K | 0.0% | 2025-Q2 stale (4 quarters behind) |
| OSAIC HOLDINGS, INC. trimmed | 164 | $66 | 0.0% | 2025-Q2 stale (4 quarters behind) |
| CITIGROUP INC | 205 | $62 | 0.0% | 2025-Q2 stale (4 quarters behind) |
| SBI Securities Co., Ltd. | 10 | $3 | 0.0% | 2025-Q2 stale (4 quarters behind) |
| CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 0 | — | 0.0% | 2025-Q2 stale (4 quarters behind) |
1 parent filing withheld from the table above, and from the coverage figures, to avoid listing one book twice: INSTITUTIONAL VENTURE MANAGEMENT XVI, LLC (last filed 2025-Q3, 251,574 shares) reconciles to its 1 current affiliate (251,575 shares) — 0.000% apart.
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.