27 tracked 13F filers disclose a position in LEAD as of the latest SEC 13F filings, a combined $34.4M in reported value. Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.
| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | GOLDMAN SACHS GROUP INC | $5.9M | 77K | —Held | Q1 2026 | |
| 2 | LPL Financial LLC | $5.0M | 65K | ▼−9.5% Reduced · −7K sh | Q1 2026 | |
| 3 | Jacobi Capital Management LLC | $5.4M | 59K | ▲+3.1% Added · +2K sh | Q2 2026 | |
| 4 | Private Advisor Group, LLC | $4.1M | 44K | ▲+3.8% Added · +2K sh | Q2 2026 | |
| 5 | SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | $3.0M | 32K | ▼−2.1% Reduced · −711 sh | Q2 2026 | |
| 6 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | $1.6M | 20K | ▲+82% Added · +9K sh | Q1 2026 | |
| 7 | MCDONALD PARTNERS LLC | $1.8M | 19K | ▼−1.1% Reduced · −212 sh | Q2 2026 | |
| 8 | Diversified Enterprises, LLC | $1.0M | 11K | ▲+0.1% Added · +9 sh | Q2 2026 | |
| 9 | RAYMOND JAMES FINANCIAL INC | $806K | 11K | ▼−20% Reduced · −3K sh | Q1 2026 | |
| 10 | Sage Capital Advisors,llc | $929K | 10K | ▲~0% Added · +2 sh | Q2 2026 | |
| 11 | Ethos Capital Management, Inc. | $889K | 10K | ▼−34% Reduced · −5K sh | Q2 2026 | |
| 12 | Ethos Financial Group, LLC | $745K | 9K | ▼−14% Reduced · −1K sh | Q2 2026 | |
| 13 | Post Resch Tallon Group Inc. | $602K | 7K | ▼−2.2% Reduced · −150 sh | Q2 2026 | |
| 14 | HOWARD FINANCIAL SERVICES, LTD. | $568K | 6K | ▼−8.1% Reduced · −550 sh | Q2 2026 | |
| 15 | OSAIC HOLDINGS, INC. | $451K | 6K | ▲+0.1% Added · +5 sh | Q1 2026 | |
| 16 | Tower Research Capital LLC (TRC) | $407K | 5K | ▼−86% Reduced · −32K sh | Q1 2026 | |
| 17 | Western Wealth Management, LLC | $477K | 5K | ▲~0% Added · +2 sh | Q2 2026 | |
| 18 | Cetera Investment Advisers | $376K | 5K | ▼−3.5% Reduced · −176 sh | Q1 2026 | |
| 19 | MONOGRAPH WEALTH ADVISORS, LLC | $367K | 4K | —Held | Q2 2026 | |
| 20 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $38K | 497 | ▲New +497 sh | Q1 2026 | |
| 21 | MORGAN STANLEY | $23K | 300 | —Held | Q1 2026 | |
| 22 | FMR LLC | $20K | 256 | ▲+28% Added · +56 sh | Q1 2026 | |
| 23 | WOLFF WIESE MAGANA LLC | $20K | 215 | ▲+11% Added · +22 sh | Q2 2026 | |
| 24 | Integrated Wealth Concepts LLC | $14K | 155 | ▲New +155 sh | Q2 2026 | |
| 25 | NewEdge Advisors, LLC | $1K | 15 | —Held | Q2 2026 |
Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.
Last quarter, 0 funds opened a new position in LEAD and 4 added to an existing one, while 7 reduced and 0 exited entirely — based on 13F filings from active, signal-eligible managers (passive index funds and other mechanical holders are excluded from this count).
| Company | Co-held by | Combined value |
|---|---|---|
| APPLE INCAAPL | 12 funds | $677.2M |
| NVIDIA CORPNVDA | 12 funds | $415.9M |
| MICROSOFT CORPMSFT | 12 funds | $390.2M |
| INVESCO QQQ TRUST SERIES 1QQQ | 12 funds | $355.3M |
| ALPHABET INC-CL AGOOGL | 12 funds | $325.8M |
| AMAZON.COM INCAMZN | 12 funds | $309.3M |
| BROADCOM INCAVGO | 12 funds | $261.1M |
| BERKSHIRE HATHAWAY INC-CL BBRK/B | 12 funds | $222.5M |
| MICRON TECHNOLOGY INCMU | 12 funds | $154.6M |
| TESLA INCTSLA | 12 funds | $136.7M |
| ABBVIE INCABBV | 12 funds | $65.5M |
| ADVANCED MICRO DEVICESAMD | 12 funds | $54.3M |
Ranked by how many of LEAD's institutional holders also hold each name, a cross-fund conviction signal.
No open-market insider transactions on file yet. Grants, gifts, and exercises live on the full insider page.
| Class | 13F holders | Value held |
|---|---|---|
| BLCNmc | 29 funds | $2.6M |
| LEADthis pageMF Closed and MF Open | 27 funds | $34.4M |
Same issuer, multiple share classes. The consensus leaderboards count this company once across all classes; this is the per-class detail.
No filings captured for this ticker in the live stream yet.
Connected entities for LEAD
This stock page is the public Follow view. For one current, evidence-backed answer, use capital_change_brief through REST or MCP. It compares tracked 13F changes with qualifying Form 4 activity and cites the SEC evidence.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/stocks/LEAD/capital-change-brief"
Use Arkolith's capital_change_brief for LEAD. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
13F holdings + Form 4 insider transactions + end-of-day price history + the live filing stream, joined for LEAD. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.