% of shares outstanding is not shown for LCTU: this is a fund line, and we hold no cover-page share count for it at any quarter — a fund's shares outstanding move with creations and redemptions rather than with issuance and buybacks, and it is not the SEC cover-page count this percentage is defined against. The figure is withheld rather than computed against a count that does not exist. Holder share counts are shown as filed.
Crowding percentile withheld — no market cap for LCTU in the served universe — the cohort is size-matched, and an unmatched percentile would compare a micro-cap register to a mega-cap one.
Rows rank by the value each filer reported — 13F filers price their own positions, so a holder with fewer shares can rank just above one with more.
| Holder | 2024-Q4 | 2025-Q1 | 2025-Q2 | 2025-Q3 | 2025-Q4 | 2026-Q1 | Latest value |
|---|---|---|---|---|---|---|---|
| Varma Mutual Pension Insurance Co | 4.8M | 4.8M | 4.8M | 4.8M | 4.8M | 4.8M | $338M |
| ENVESTNET ASSET MANAGEMENT INC | 4.9M | 4.9M | 4.9M | 4.8M | 4.8M | 4.4M | $310M |
| LPL Financial LLC | 907K | 963K | 1.1M | 1.2M | 1.2M | 1.2M | $85M |
| Envestnet Portfolio Solutions, Inc. | 1.5M | 1.1M | 1.0M | 954K | 945K | 844K | $59M |
| JPMORGAN CHASE & CO | 647K | 651K | 641K | 1.6M | 786K | 747K | $51M |
| PARK AVENUE SECURITIES LLC | 444K | 446K | 455K | 466K | 472K | 434K | $30M |
| Cetera Investment Advisers | 256K | 289K | 304K | 324K | 321K | 292K | $21M |
| CWM, LLC | 323K | 300K | 298K | 282K | 268K | 254K | $18M |
| MML INVESTORS SERVICES, LLC | 261K | 264K | 260K | 231K | 253K | 204K | $14M |
| Janney Montgomery Scott LLC | 87K | 88K | 112K | 145K | 156K | 144K | $10M |
| One Wealth Advisors, LLC | 161K | 151K | 151K | 150K | 142K | 132K | $9M |
| SOFI WEALTH, LLC | 4K | 34K | 56K | 79K | 98K | 121K | $9M |
| ASSETMARK, INC | 113K | 114K | 123K | 125K | 124K | 118K | $8M |
| Avise Financial Cooperative, Inc. | — | — | — | — | 101K | 113K | $8M |
| Thrivent Financial for Lutherans | 122K | 115K | 5K | 125K | 129K | 114K | $8M |
Shares reported each quarter by the largest current holders. Green = added vs the prior filing, red = trimmed, grey = roughly held; a dash is a quarter with no 13F on file (a gap is skipped, not read as an exit). 13F is filed up to 45 days after quarter-end. Up to 40 quarters (10 years) available — use the selector above.
Holder count only — too few computable %-of-shares-outstanding quarters for a % pane. Line breaks are quarters with no 13F record, never interpolated.
Short interest has its own tab now — open SI →
Source: SEC Form 13F — every institution manager (≥ $100M in 13F securities) reporting a long US-listed position, across ~10,250 filers over 10 years of history. 13F is long-only, US-listed, filed up to 45 days after quarter-end.
| Biggest buyers | Δ shares | Δ value | |
|---|---|---|---|
| Archer Investment Management, LLC | +66,352 | $5M | ADD |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | +41,656 | $3M | ADD |
| GTS SECURITIES LLC | +37,400 | $3M | OPEN |
| Cerity Partners LLC | +28,801 | $2M | ADD |
| Integrated Wealth Concepts LLC | +27,582 | $2M | ADD |
| Biggest sellers | Δ shares | Δ value | |
|---|---|---|---|
| ENVESTNET ASSET MANAGEMENT INC | −326,401 | $23M | TRIM |
| Envestnet Portfolio Solutions, Inc. | −101,296 | $7M | TRIM |
| MML INVESTORS SERVICES, LLC | −49,059 | $3M | TRIM |
| JPMORGAN CHASE & CO | −38,739 | $3M | TRIM |
| PARK AVENUE SECURITIES LLC | −38,084 | $3M | TRIM |
The 2025-Q4 register is as-filed in ITS OWN share basis; every count below was rebased into the 2026-Q1 basis (no split in between, factor 1). Dollar figures value the SHARE delta at one price — the 2026-03-31 close — rather than differencing two filings' own reported values, which would mix the quarter's price move into the trade figure.
13Fs disclose LONG US-listed positions only — shorts, most derivatives, bonds and non-US listings are invisible here, and a filer's quarter-over-quarter change is not necessarily a trade (index rebalances, in-kind transfers and entity successions all read as flow).
| Quarter |
|---|
| Holders |
|---|
| Shares held |
|---|
| % shares out |
|---|
| Value held |
|---|
| 2026-Q1 | 195 | 16,683,629 | — | $1.2B |
| 2025-Q4 | 202 | 17,131,064 | — | $1.3B |
| 2025-Q3 | 174 | 17,734,104 | — | $1.3B |
| 2025-Q2 | 186 | 18,576,954 | — | $1.2B |
| 2025-Q1 | 180 | 18,656,098 | — | $1.1B |
| 2024-Q4 | 180 | 19,718,783 | — | $1.3B |
| 2024-Q3 | 166 | 20,028,407 | — | $1.3B |
| 2024-Q2 | 155 | 21,780,415 | — | $1.3B |
| 2024-Q1 | 144 | 25,595,176 | — | $1.5B |
| 2023-Q4 | 138 | 30,482,623 | — | $1.6B |
| 2023-Q3 | 125 | 30,155,167 | — | $1.4B |
| 2023-Q2 | 107 | 30,189,539 | — | $1.5B |
| 2023-Q1 | 101 | 30,129,800 | — | $1.4B |
| 2022-Q4 | 92 | 31,125,565 | — | $1.3B |
| 2022-Q3 | 71 | 28,975,134 | — | $1.2B |
| 2022-Q2 | 57 | 27,714,547 | — | $1.2B |
| 2022-Q1 | 18 | 27,083,287 | — | $1.4B |
| 2021-Q4 | 18 | 27,132,178 | — | $1.4B |
| 2021-Q3 | 20 | 26,590,253 | — | $1.3B |
| 2021-Q2 | 18 | 27,396,791 | — | $1.4B |
