94 tracked 13F filers disclose a position in LCTD as of the latest SEC 13F filings, a combined $118.7M 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 | ENVESTNET ASSET MANAGEMENT INC | $48.7M | 882K | ▲+2.2% Added · +19K sh | Q1 2026 | |
| 2 | LPL Financial LLC | $14.1M | 256K | ▲+6.5% Added · +16K sh | Q1 2026 | |
| 3 | Envestnet Portfolio Solutions, Inc. | $9.0M | 156K | ▼−7.9% Reduced · −13K sh | Q2 2026 | |
| 4 | JPMORGAN CHASE & CO | $6.8M | 128K | ▼−0.5% Reduced · −664 sh | Q1 2026 | |
| 5 | Cetera Investment Advisers | $3.4M | 62K | ▲+0.5% Added · +315 sh | Q1 2026 | |
| 6 | MML INVESTORS SERVICES, LLC | $2.6M | 45K | ▲+10% Added · +4K sh | Q2 2026 | |
| 7 | CWM, LLC | $1.9M | 34K | ▲15× Added · +32K sh | Q1 2026 | |
| 8 | SOFI WEALTH, LLC | $1.9M | 33K | ▲+26% Added · +7K sh | Q2 2026 | |
| 9 | Cerity Partners LLC | $1.7M | 31K | ▲+7.8% Added · +2K sh | Q1 2026 | |
| 10 | ROYAL BANK OF CANADA | $1.7M | 30K | ▲+22% Added · +5K sh | Q1 2026 | |
| 11 | RAYMOND JAMES FINANCIAL INC | $1.5M | 27K | ▲+17% Added · +4K sh | Q1 2026 | |
| 12 | Archer Investment Management, LLC | $1.5M | 26K | ▼−8.2% Reduced · −2K sh | Q2 2026 | |
| 13 | ASSETMARK, INC | $1.4M | 25K | ▼−0.9% Reduced · −228 sh | Q2 2026 | |
| 14 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | $1.3M | 23K | ▼−34% Reduced · −12K sh | Q1 2026 | |
| 15 | Avise Financial Cooperative, Inc. | $1.3M | 22K | ▼−7.2% Reduced · −2K sh | Q2 2026 | |
| 16 | Advisory Services Network, LLC | $1.2M | 21K | ▲New +21K sh | Q1 2026 | |
| 17 | GeoWealth Management, LLC | $1.1M | 18K | ▲+14% Added · +2K sh | Q2 2026 | |
| 18 | One Wealth Advisors, LLC | $1.0M | 18K | ▼−6.6% Reduced · −1K sh | Q2 2026 | |
| 19 | OSAIC HOLDINGS, INC. | $771K | 14K | ▲+0.6% Added · +90 sh | Q1 2026 | |
| 20 | OneDigital Investment Advisors LLC | $759K | 14K | ▲+0.8% Added · +117 sh | Q1 2026 | |
| 21 | UNITED CAPITAL FINANCIAL ADVISORS, LLC | $744K | 13K | ▼−2.8% Reduced · −388 sh | Q1 2026 | |
| 22 | Horst & Graben Wealth Management LLC | $723K | 13K | ▼−7.8% Reduced · −1K sh | Q2 2026 | |
| 23 | Steward Partners Investment Advisory, LLC | $704K | 12K | ▲+4.0% Added · +465 sh | Q2 2026 | |
| 24 | Equitable Holdings, Inc. | $699K | 12K | ▲+0.5% Added · +57 sh | Q2 2026 | |
| 25 | Perigon Wealth Management, LLC | $665K | 12K | ▲+3.3% Added · +372 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, 7 funds opened a new position in LCTD and 15 added to an existing one, while 16 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 |
|---|---|---|
| ISHARES CORE S&P 500 ETFIVV | 41 funds | $6.1B |
| NVIDIA CORPNVDA | 40 funds | $42.7B |
| APPLE INCAAPL | 40 funds | $33.3B |
| ALPHABET INC-CL CGOOG | 40 funds | $11.1B |
| VANGUARD S&P 500 ETFVOO | 40 funds | $2.6B |
| SS SPDR S&P 500 ETF TRUST-USSPY | 40 funds | $2.2B |
| VANGUARD TOTAL STOCK MKT ETFVTI | 40 funds | $1.7B |
| ISHARES MSCI EAFE VALUE ETFEFV | 40 funds | $734.5M |
| ISHARES MSCI USA QUALITY FACQUAL | 40 funds | $579.7M |
| ISHARES ESG MSCI KLD 400 ETFDSI | 40 funds | $91.9M |
| ISHARES U.S. CARBON TRANSITILCTU | 40 funds | $70.4M |
| MICROSOFT CORPMSFT | 39 funds | $27.3B |
Ranked by how many of LCTD's institutional holders also hold each name, a cross-fund conviction signal.
| Class | 13F holders | Value held |
|---|---|---|
| DYNFmc | 820 funds | $32.6B |
| BAImc | 601 funds | $11.6B |
| THROmc | 453 funds | $7.2B |
| BLCRmc | 389 funds | $4.7B |
| COROmc | 343 funds | $4.5B |
| IALTmc | 298 funds | $1.5B |
| IDEFmc | 245 funds | $3.6B |
| LCTUmc | 198 funds | $1.1B |
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 LCTD
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/LCTD/capital-change-brief"
Use Arkolith's capital_change_brief for LCTD. 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 LCTD. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.