63 tracked 13F filers disclose a position in LEND as of the latest SEC 13F filings, a combined $54.9M 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 | SUMMIT WEALTH GROUP LLC / CO | $10.4M | 412K | ▲New +412K sh | Q2 2026 | |
| 2 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $5.5M | 219K | ▲New +219K sh | Q2 2026 | |
| 3 | S&T BANK/PA | $5.1M | 203K | ▲New +203K sh | Q2 2026 | |
| 4 | Turning Point Benefit Group, Inc. | $4.2M | 169K | ▲New +169K sh | Q2 2026 | |
| 5 | Merit Financial Group, LLC | $2.5M | 101K | ▲New +101K sh | Q2 2026 | |
| 6 | PETRA FINANCIAL ADVISORS INC | $1.7M | 69K | ▲New +69K sh | Q2 2026 | |
| 7 | CORA CAPITAL ADVISORS LLC | $1.6M | 63K | ▲New +63K sh | Q2 2026 | |
| 8 | Retirement Investment Advisors, Inc. | $1.5M | 60K | ▲New +60K sh | Q2 2026 | |
| 9 | Global Retirement Partners, LLC | $1.3M | 52K | ▲New +52K sh | Q2 2026 | |
| 10 | Whipplewood Advisors, LLC | $1.3M | 51K | ▲New +51K sh | Q2 2026 | |
| 11 | UNITED CAPITAL FINANCIAL ADVISORS, LLC | $1.3M | 50K | ▲New +50K sh | Q2 2026 | |
| 12 | Perigon Wealth Management, LLC | $1.2M | 49K | ▲New +49K sh | Q2 2026 | |
| 13 | Beacon Pointe Advisors, LLC | $1.2M | 48K | ▲New +48K sh | Q2 2026 | |
| 14 | Stephenson & Company, Inc. | $1.1M | 43K | ▲New +43K sh | Q2 2026 | |
| 15 | Savant Capital, LLC | $995K | 40K | ▲New +40K sh | Q2 2026 | |
| 16 | Diversified Enterprises, LLC | $893K | 35K | ▲New +35K sh | Q2 2026 | |
| 17 | Csenge Advisory Group | $885K | 35K | ▲New +35K sh | Q2 2026 | |
| 18 | LexAurum Advisors, LLC | $843K | 34K | ▲New +34K sh | Q2 2026 | |
| 19 | Meriwether Wealth & Planning, LLC | $804K | 32K | ▼−75% Reduced · −97K sh | Q2 2026 | |
| 20 | Stewardship Advisors, LLC | $760K | 30K | ▲New +30K sh | Q2 2026 | |
| 21 | Quantum Financial Advisors, LLC | $747K | 30K | ▲New +30K sh | Q2 2026 | |
| 22 | BCO Wealth Management LLC | $549K | 22K | ▲New +22K sh | Q2 2026 | |
| 23 | Patriot Financial Group Insurance Agency, LLC | $543K | 22K | ▲New +22K sh | Q2 2026 | |
| 24 | Apella Capital, LLC | $522K | 21K | ▲New +21K sh | Q2 2026 | |
| 25 | Lynx Investment Advisory | $520K | 21K | ▲New +21K sh | 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, 38 funds opened a new position in LEND, while 0 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 | 37 funds | $1.6B |
| NVIDIA CORPNVDA | 37 funds | $1.1B |
| AMAZON.COM INCAMZN | 37 funds | $622.9M |
| ISHARES CORE S&P 500 ETFIVV | 36 funds | $1.5B |
| VANGUARD S&P 500 ETFVOO | 36 funds | $1.3B |
| SS SPDR S&P 500 ETF TRUST-USSPY | 36 funds | $835.7M |
| MICROSOFT CORPMSFT | 36 funds | $758.6M |
| ALPHABET INC-CL AGOOGL | 36 funds | $535.5M |
| ALPHABET INC-CL CGOOG | 36 funds | $400.4M |
| VANGUARD VALUE ETFVTV | 35 funds | $960.8M |
| INVESCO QQQ TRUST SERIES 1QQQ | 35 funds | $877.7M |
| BERKSHIRE HATHAWAY INC-CL BBRK/B | 35 funds | $361.3M |
Ranked by how many of LEND's institutional holders also hold each name, a cross-fund conviction signal.
| Class | 13F holders | Value held |
|---|---|---|
| SEIVmc | 70 funds | $902.1M |
| SEIMmc | 66 funds | $917.1M |
| LENDthis pagemc | 63 funds | $55.1M |
| SEIQmc | 55 funds | $423.7M |
| SEIESELECT INTL EQUI | 41 funds | $188.1M |
| SELVQIM US LARGE VOL | 38 funds | $158.1M |
| SEEMSELECT EMERGING | 37 funds | $161.6M |
| QALTMULTI-STRATEGY ALTERNATIVE ETF | 34 funds | $20.3M |
Same issuer, multiple share classes. The consensus leaderboards count this company once across all classes; this is the per-class detail.
Connected entities for LEND
This ETF 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/LEND/capital-change-brief"
Use Arkolith's capital_change_brief for LEND. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
13F holdings + quarter-over-quarter ownership changes + end-of-day price history + the live filing stream, joined for LEND. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.