LCTU

Ishares U.S. Carbon TransitiETF$80.87 0.41%
UnclassifiedUSCUSIP 09290C509· EOD Jul 16, 2026◍ Confluence graph
Tracked 13F Holders
123
+1 QoQ
13F Value (tracked)
$1.1B
13F Moves · latest Q
19 added
23 trimmed
Recent Filings
0

Price & smart-money activity

$80.87 0.41%5Y +62.3%
$37.12$48.96$60.80$72.64$84.4720212022202320242025202626721311713519217512151412121718262319232018232716262478
Hover for who · click for detailEnd-of-day closing prices52w $67.75 – $81.21

Top institutional holders

123 tracked 13F filers
#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
$14.3M
204K
−19%
Reduced · −49K sh
Q1 2026
9SOFI WEALTH, LLC
$8.5M
121K
+24%
Added · +24K sh
Q1 2026
10ASSETMARK, INC
$8.3M
118K
−4.9%
Reduced · −6K sh
Q1 2026
11ROYAL BANK OF CANADA
$6.7M
95K
+5.8%
Added · +5K sh
Q1 2026
12Advisory Services Network, LLC
$5.8M
83K
+2.4%
Added · +2K sh
Q1 2026
13Archer Investment Management, LLC
$5.9M
74K
−11%
Reduced · −9K sh
Q2 2026
14OneDigital Investment Advisors LLC
$4.9M
70K
−5.6%
Reduced · −4K sh
Q1 2026
15GeoWealth Management, LLC
$4.8M
69K
−7.0%
Reduced · −5K sh
Q1 2026
16UNITED CAPITAL FINANCIAL ADVISORS, LLC
$4.6M
66K
−9.3%
Reduced · −7K sh
Q1 2026
17Equitable Holdings, Inc.
$4.6M
62K
−9.9%
Reduced · −7K sh
Q1 2026
18Sanctuary Advisors, LLC
$4.3M
61K
−0.6%
Reduced · −401 sh
Q1 2026
19Integrated Wealth Concepts LLC
$4.3M
61K
+83%
Added · +28K sh
Q1 2026
20Cerity Partners LLC
$4.3M
61K
+90%
Added · +29K sh
Q1 2026
21Sharkey, Howes & Javer
$4.5M
56K
−2.0%
Reduced · −1K sh
Q2 2026
22Bank of New York Mellon Corp
$3.9M
55K
−4.0%
Reduced · −2K sh
Q1 2026
23Perigon Wealth Management, LLC
$3.8M
54K
−0.7%
Reduced · −374 sh
Q1 2026
24Merit Financial Group, LLC
$3.7M
53K
+20%
Added · +9K sh
Q1 2026
25SUSQUEHANNA INTERNATIONAL GROUP, LLP
$3.7M
53K
+378%
Added · +42K 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.

Fund activity: latest quarter

Opened (NEW)
2
funds
Added
17
funds
Reduced
23
funds
Exited
0
funds

Funds that own LCTU also own

CompanyCo-held byCombined value
VANGUARD FTSE DEVELOPED ETFVEA57 funds$3.4B
VANGUARD FTSE EMERGING MARKEVWO57 funds$1.8B
ISHARES GOLD TRUSTIAU57 funds$1.5B
ISHARES ESG AWARE MSCI USAESGU57 funds$367.2M
NVIDIA CORPNVDA56 funds$13.9B
ISHARES CORE S&P 500 ETFIVV56 funds$12.4B
MICROSOFT CORPMSFT56 funds$10.8B
VANGUARD S&P 500 ETFVOO56 funds$9.7B
SS SPDR S&P 500 ETF TRUST-USSPY56 funds$8.4B
ALPHABET INC-CL AGOOGL56 funds$7.5B
BROADCOM INCAVGO56 funds$5.6B
JPMORGAN CHASE & COJPM56 funds$5.0B

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

Institutional ownership over time

120 funds+26 since Q3 2024
060120Q3 2024Q1 2025Q3 2025Q1 2026
funds holding aggregate valuelatest $1.1B

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.