Among active 13F managers last quarter, 1 opened and none reduced or exited; the largest holder to move was International Assets Investment Management, LLC (new position).
6 tracked 13F filers disclose a position in LCF as of the latest SEC 13F filings, a combined $50.3M 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 | Shares | Position value | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | Fort Washington Investment Advisors Inc | 1.0M | $39.2M | —Held | Q1 2026 | |
| 2 | Steward Partners Investment Advisory, LLC | 216K | $9.3M | ▲+3.0% Added · +6K sh | Q2 2026 | |
| 3 | Moody National Bank Trust Division | 38K | $1.6M | ▲+9.2% Added · +3K sh | Q2 2026 | |
| 4 | International Assets Investment Management, LLC | 3K | $122K | ▲New +3K sh | Q2 2026 | |
| 5 | Osaic Holdings, Inc. | 974 | $38K | ▲+38% Added · +270 sh | Q1 2026 | |
| 6 | CWM, LLC | 520 | $20K | ▲New +520 sh | Q1 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, 1 fund opened a new position in LCF, while none reduced or exited. 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 | Their position there |
|---|---|---|
| Microsoft CorpMSFT | 2 funds | $837.3M |
| Apple IncAAPL | 2 funds | $760.2M |
| Alphabet Inc-CL CGOOG | 2 funds | $756.3M |
| Nvidia CorpNVDA | 2 funds | $568.3M |
| Meta Platforms Inc-Class AMETA | 2 funds | $539.2M |
| Amazon.com IncAMZN | 2 funds | $489.9M |
| Ishares Core S&P 500 ETFIVV | 2 funds | $372.1M |
| ExxonMobil Holdings CorpXOM | 2 funds | $368.5M |
| Bank Of America CorpBAC | 2 funds | $289.2M |
| Johnson & JohnsonJNJ | 2 funds | $264.5M |
| Visa Inc-Class A SharesV | 2 funds | $263.6M |
| Fifth Third BancorpFITB | 2 funds | $261.2M |
Ranked by how many of LCF's tracked holders also hold each name. The last column is those co-holders' combined reported position in that name, not in LCF.
| Class | 13F holders | Value held |
|---|---|---|
| TUSIULTRA SHORT INCM | 57 funds | $369.2M |
| TDIcommon | 35 funds | $164.6M |
| TSECSECURITIZED INCO | 16 funds | $139.7M |
| SIOSTRATEGIC INCOME | 15 funds | $179.2M |
| TLGLARGE COMPANY GR | 14 funds | $47.5M |
| TSELTOUCHSTONE SANDS | 10 funds | $64.5M |
| TLCITOUCHSTONE INTL | 6 funds | $56.3M |
| LCFthis pageUS LRG CAP FOC | 6 funds | $50.3M |
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 LCF
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/LCF/capital-change-brief"
Use Arkolith's capital_change_brief for LCF. 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 LCF. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.