| # | 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 | $2.2M | 40K | ▼−11% Reduced · −5K sh | Q1 2026 | |
| 7 | CITADEL ADVISORS LLC | $2.0M | 37K | ▼−18% Reduced · −8K sh | Q1 2026 | |
| 8 | CWM, LLC | $1.9M | 34K | ▲15× Added · +32K sh | Q1 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 | SOFI WEALTH, LLC | $1.5M | 27K | ▲+20% Added · +5K sh | Q1 2026 | |
| 13 | Archer Investment Management, LLC | $1.5M | 26K | ▼−8.2% Reduced · −2K sh | Q2 2026 | |
| 14 | ASSETMARK, INC | $1.4M | 25K | ▼−0.1% Reduced · −25 sh | Q1 2026 | |
| 15 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | $1.3M | 23K | ▼−34% Reduced · −12K sh | Q1 2026 | |
| 16 | Advisory Services Network, LLC | $1.2M | 21K | ▲New +21K sh | Q1 2026 | |
| 17 | GeoWealth Management, LLC | $891K | 16K | ▲+15% Added · +2K sh | Q1 2026 | |
| 18 | OSAIC HOLDINGS, INC. | $771K | 14K | ▲+0.6% Added · +90 sh | Q1 2026 | |
| 19 | OneDigital Investment Advisors LLC | $759K | 14K | ▲+0.8% Added · +117 sh | Q1 2026 | |
| 20 | UNITED CAPITAL FINANCIAL ADVISORS, LLC | $744K | 13K | ▼−2.8% Reduced · −388 sh | Q1 2026 | |
| 21 | Equitable Holdings, Inc. | $660K | 12K | ▼−5.3% Reduced · −670 sh | Q1 2026 | |
| 22 | Steward Partners Investment Advisory, LLC | $650K | 12K | ▲+0.6% Added · +73 sh | Q1 2026 | |
| 23 | Perigon Wealth Management, LLC | $617K | 11K | ▲+1.3% Added · +138 sh | Q1 2026 | |
| 24 | Merit Financial Group, LLC | $603K | 11K | ▲+33% Added · +3K sh | Q1 2026 | |
| 25 | Bank of New York Mellon Corp | $598K | 11K | ▼−1.4% Reduced · −151 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 |
|---|---|---|
| ISHARES CORE S&P 500 ETFIVV | 34 funds | $11.5B |
| ISHR CR UNVRSE USD BD ETF-UIIUSB | 34 funds | $2.9B |
| VANGUARD FTSE DEVELOPED ETFVEA | 34 funds | $2.4B |
| ISHARES MSCI EAFE VALUE ETFEFV | 34 funds | $2.0B |
| ISHARES NATIONAL MUNI BOND EMUB | 34 funds | $1.4B |
| ISHARES GOLD TRUSTIAU | 34 funds | $1.1B |
| NVIDIA CORPNVDA | 33 funds | $12.4B |
| MICROSOFT CORPMSFT | 33 funds | $7.4B |
| ALPHABET INC-CL AGOOGL | 33 funds | $5.3B |
| SS SPDR S&P 500 ETF TRUST-USSPY | 33 funds | $4.5B |
| BROADCOM INCAVGO | 33 funds | $4.3B |
| META PLATFORMS INC-CLASS AMETA | 33 funds | $4.2B |
Ranked by how many of LCTD's institutional holders also hold each name, a cross-fund conviction signal.
No filings captured for this ticker in the live stream yet.
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.