LCTU

Ishares U.S. Carbon TransitiETF
UnclassifiedUSCUSIP 09290C509◍ Confluence graph
Tracked 13F Holders
198
-39 QoQ
13F Value (tracked)
$1.1B
13F Moves · latest Q
20 added
23 trimmed
Recent Filings
0

Who owns LCTU?

198 tracked 13F filers

198 tracked 13F filers disclose a position in LCTU as of the latest SEC 13F filings, a combined $1.1B 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.

#FundPosition valueSharesLast moveAs ofHistory
1Varma Mutual Pension Insurance Co
$337.6M
4.8M
Held
Q1 2026
2ENVESTNET ASSET MANAGEMENT INC
$310.3M
4.4M
−6.9%
Reduced · −326K sh
Q1 2026
3LPL Financial LLC
$85.1M
1.2M
−0.9%
Reduced · −11K sh
Q1 2026
4Envestnet Portfolio Solutions, Inc.
$64.4M
804K
−4.7%
Reduced · −40K sh
Q2 2026
5JPMORGAN CHASE & CO
$50.9M
747K
−4.9%
Reduced · −39K sh
Q1 2026
6Cetera Investment Advisers
$20.5M
292K
−9.0%
Reduced · −29K sh
Q1 2026
7CWM, LLC
$17.8M
254K
−5.3%
Reduced · −14K sh
Q1 2026
8MML INVESTORS SERVICES, LLC
$18.6M
233K
+14%
Added · +29K sh
Q2 2026
9SOFI WEALTH, LLC
$11.9M
149K
+22%
Added · +27K sh
Q2 2026
10One Wealth Advisors, LLC
$10.5M
131K
−0.8%
Reduced · −1K sh
Q2 2026
11ASSETMARK, INC
$9.0M
113K
−4.4%
Reduced · −5K sh
Q2 2026
12Avise Financial Cooperative, Inc.
$7.9M
99K
−12%
Reduced · −14K sh
Q2 2026
13ROYAL BANK OF CANADA
$6.7M
95K
+5.8%
Added · +5K sh
Q1 2026
14Advisory Services Network, LLC
$5.8M
83K
+2.4%
Added · +2K sh
Q1 2026
15GeoWealth Management, LLC
$6.5M
81K
+17%
Added · +12K sh
Q2 2026
16Archer Investment Management, LLC
$5.9M
74K
−11%
Reduced · −9K sh
Q2 2026
17OneDigital Investment Advisors LLC
$4.9M
70K
−5.6%
Reduced · −4K sh
Q1 2026
18UNITED CAPITAL FINANCIAL ADVISORS, LLC
$4.6M
66K
−9.3%
Reduced · −7K sh
Q1 2026
19Integrated Wealth Concepts LLC
$5.2M
65K
+7.2%
Added · +4K sh
Q2 2026
20Sanctuary Advisors, LLC
$5.1M
64K
+4.0%
Added · +2K sh
Q2 2026
21Cerity Partners LLC
$4.3M
61K
+90%
Added · +29K sh
Q1 2026
22Horst & Graben Wealth Management LLC
$4.7M
59K
−9.1%
Reduced · −6K sh
Q2 2026
23Equitable Holdings, Inc.
$4.7M
58K
−5.3%
Reduced · −3K sh
Q2 2026
24Perigon Wealth Management, LLC
$4.6M
57K
+6.1%
Added · +3K sh
Q2 2026
25Merit Financial Group, LLC
$4.5M
56K
+5.6%
Added · +3K 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.

Is LCTU being bought or sold by institutions?

Last quarter, 2 funds opened a new position in LCTU and 18 added to an existing one, while 23 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).

Opened (NEW)
2
funds
Added
18
funds
Reduced
23
funds
Exited
0
funds

Funds that own LCTU also own

CompanyCo-held byCombined value
APPLE INCAAPL92 funds$37.7B
NVIDIA CORPNVDA91 funds$46.9B
MICROSOFT CORPMSFT91 funds$31.2B
AMAZON.COM INCAMZN91 funds$20.8B
ISHARES CORE S&P 500 ETFIVV91 funds$6.5B
BERKSHIRE HATHAWAY INC-CL BBRK/B88 funds$6.3B
ISHARES CORE MSCI EMERGINGIEMG88 funds$1.8B
ALPHABET INC-CL AGOOGL87 funds$17.3B
ALPHABET INC-CL CGOOG87 funds$12.5B
ISHARES ESG AWARE MSCI USAESGU87 funds$221.2M
SS SPDR S&P 500 ETF TRUST-USSPY86 funds$3.8B
ISHARES ESG MSCI KLD 400 ETFDSI86 funds$120.2M

Ranked by how many of LCTU's institutional holders also hold each name, a cross-fund conviction signal.

Institutional ownership over time

129 funds+14 since Q3 2024
084168Q3 2024Q1 2025Q3 2025Q1 2026Q2 2026
funds holding aggregate valuelatest $237.9M

Share classes

Class13F holdersValue held
DYNFmc820 funds$32.6B
BAImc601 funds$11.6B
THROmc453 funds$7.2B
BLCRmc389 funds$4.7B
COROmc343 funds$4.5B
IALTmc298 funds$1.5B
IDEFmc245 funds$3.6B
LCTUthis pagemc198 funds$1.1B

Same issuer, multiple share classes. The consensus leaderboards count this company once across all classes; this is the per-class detail.

Recent filings

0 shown

No filings captured for this ticker in the live stream yet.

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Ask your agent what changed in LCTU

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.

Copy-paste
curl -H "Authorization: Bearer YOUR_API_KEY" \
  "https://arkolith.com/api/v1/stocks/LCTU/capital-change-brief"
Ask your agent
Use Arkolith's capital_change_brief for LCTU.
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 LCTU. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.