| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | BlackRock, Inc. | $436.0M | 3.5M | ▲+0.2% Added · +6K sh | Q1 2026 | |
| 2 | FMR LLC | $250.2M | 2.0M | ▲+40% Added · +583K sh | Q1 2026 | |
| 3 | KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | $236.0M | 1.9M | ▼−3.8% Reduced · −76K sh | Q1 2026 | |
| 4 | VANGUARD PORTFOLIO MANAGEMENT LLC | $181.9M | 1.5M | ▲New +1.5M sh | Q1 2026 | |
| 5 | DIMENSIONAL FUND ADVISORS LP | $173.7M | 1.4M | ▲+1.5% Added · +21K sh | Q1 2026 | |
| 6 | VANGUARD CAPITAL MANAGEMENT LLC | $128.6M | 1.0M | ▲New +1.0M sh | Q1 2026 | |
| 7 | STATE STREET CORP | $113.3M | 922K | ▼−0.8% Reduced · −7K sh | Q1 2026 | |
| 8 | AMERICAN CENTURY COMPANIES INC | $109.9M | 893K | ▲+1.4% Added · +13K sh | Q1 2026 | |
| 9 | PRINCIPAL FINANCIAL GROUP INC | $80.7M | 656K | ▲+37% Added · +176K sh | Q1 2026 | |
| 10 | WELLS FARGO & COMPANY/MN | $74.6M | 607K | ▼−6.7% Reduced · −43K sh | Q1 2026 | |
| 11 | GEODE CAPITAL MANAGEMENT, LLC | $71.8M | 584K | ▲+2.6% Added · +15K sh | Q1 2026 | |
| 12 | MORGAN STANLEY | $64.5M | 524K | ▲+3.9% Added · +19K sh | Q1 2026 | |
| 13 | JPMORGAN CHASE & CO | $59.2M | 493K | ▼−1.9% Reduced · −10K sh | Q1 2026 | |
| 14 | BANK OF MONTREAL /CAN/ | $56.9M | 462K | ▲+2.3% Added · +10K sh | Q1 2026 | |
| 15 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $55.4M | 451K | ▼~0% Reduced · −166 sh | Q1 2026 | |
| 16 | FRONTIER CAPITAL MANAGEMENT CO LLC | $52.8M | 429K | ▼−28% Reduced · −167K sh | Q1 2026 | |
| 17 | Bank of New York Mellon Corp | $51.0M | 415K | ▼−3.5% Reduced · −15K sh | Q1 2026 | |
| 18 | BANK OF AMERICA CORP /DE/ | $44.7M | 363K | ▲+0.7% Added · +2K sh | Q1 2026 | |
| 19 | NORTHERN TRUST CORP | $35.4M | 288K | ▲+2.8% Added · +8K sh | Q1 2026 | |
| 20 | Qube Research & Technologies Ltd | $31.0M | 252K | ▲+519% Added · +212K sh | Q1 2026 | |
| 21 | RAYMOND JAMES FINANCIAL INC | $29.8M | 242K | ▲+0.2% Added · +471 sh | Q1 2026 | |
| 22 | ARGA Investment Management, LP | $28.0M | 227K | ▼−13% Reduced · −33K sh | Q1 2026 | |
| 23 | BALYASNY ASSET MANAGEMENT L.P. | $27.9M | 227K | ▲+111% Added · +119K sh | Q1 2026 | |
| 24 | Conestoga Capital Advisors, LLC | $25.1M | 204K | ▲+4.8% Added · +9K sh | Q1 2026 | |
| 25 | GOLDMAN SACHS GROUP INC | $23.5M | 191K | ▼−4.1% Reduced · −8K 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.
| Company | Co-held by | Combined value |
|---|---|---|
| MICROSOFT CORPMSFT | 109 funds | $44.9B |
| NVIDIA CORPNVDA | 108 funds | $62.4B |
| APPLE INCAAPL | 108 funds | $52.3B |
| ELI LILLY & COLLY | 108 funds | $12.1B |
| MASTERCARD INC - AMA | 108 funds | $8.4B |
| BROADCOM INCAVGO | 107 funds | $23.1B |
| JPMORGAN CHASE & COJPM | 107 funds | $15.5B |
| COSTCO WHOLESALE CORPCOST | 107 funds | $7.9B |
| AMAZON.COM INCAMZN | 106 funds | $33.3B |
| ALPHABET INC-CL AGOOGL | 106 funds | $29.5B |
| ALPHABET INC-CL CGOOG | 106 funds | $19.3B |
| TESLA INCTSLA | 106 funds | $13.4B |
Ranked by how many of LCII's institutional holders also hold each name, a cross-fund conviction signal.
| Date | Insider | Role | Action | Shares | Value |
|---|---|---|---|---|---|
| Feb 24, 2026 | LIPPERT JASON | President , CEO, Director | Sell (S) | 10K | $1.4M |
| Feb 23, 2026 | LIPPERT JASON | President , CEO, Director | Sell (S) | 30K | $4.4M |
| Feb 23, 2026 | Schnur Jamie | Group President - Aftermarket | Sell (S) | 10K | $1.4M |
| Feb 20, 2026 | LIPPERT JASON | President , CEO, Director | Sell (S) | 10K | $1.5M |
| Feb 20, 2026 | Schnur Jamie | Group President - Aftermarket | Sell (S) | 10K | $1.5M |
| Feb 20, 2026 | SMITH RYAN RICHARD | Group President - N.A. | Sell (S) | 20K | $3.0M |
| Nov 25, 2024 | LIPPERT JASON | President , CEO, Director | Sell (S) | 5K | $625K |
| Nov 25, 2024 | LIPPERT JASON | President , CEO, Director | Sell (S) | 5K | $635K |
| Nov 16, 2023 | Deely Brendan | Director | Sell (S) | 3K | $320K |
| Mar 2, 2023 | PRUITT EILEEN S | EVP & CHRO | Sell (S) | 282 | $32K |
| May 27, 2022 | Fletcher Nick C | EVP & Chief HR Officer | Sell (S) | 4K | $422K |
| May 27, 2022 | PRUITT EILEEN S | Deputy CHRO | Sell (S) | 158 | $19K |
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/LCII/capital-change-brief"
Use Arkolith's capital_change_brief for LCII. 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 LCII. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.