Among active 13F managers last quarter, 10 opened and 15 added, while 25 reduced; the largest holder to move was Towerview LLC (+44%). Over the last 180 days, 12 insiders sold and none bought, a net -$60.5M in open-market trades.
The legs disagree, or only one of them leans.
118 tracked 13F filers disclose a position in LE as of the latest SEC 13F filings, a combined $118.9M 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 | Shares | Position value | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | Dimensional Fund Advisors LP | 1.2M | $13.2M | ▼−0.3% Reduced · −4K sh | Q1 2026 | |
| 2 | BlackRock, Inc. | 881K | $9.2M | ▲+2.3% Added · +20K sh | Q2 2026 | |
| 3 | Towerview LLC | 855K | $9.0M | ▲+44% Added · +262K sh | Q2 2026 | |
| 4 | Susquehanna International Group, LLP | 738K | $8.3M | ▲Added Added · +738K sh | Q1 2026 | |
| 5 | Bank Of America Corp | 533K | $6.0M | ▲+30% Added · +123K sh | Q1 2026 | |
| 6 | American Century Companies Inc | 514K | $5.8M | ▲+4.3% Added · +21K sh | Q1 2026 | |
| 7 | Vanguard Capital Management LLC | 496K | $5.2M | ▼−0.3% Reduced · −2K sh | Q2 2026 | |
| 8 | Arrowstreet Capital, Limited Partnership | 479K | $5.4M | ▲+1.1% Added · +5K sh | Q1 2026 | |
| 9 | Gamco Investors, Inc. Et Al | 321K | $3.6M | ▼−0.2% Reduced · −800 sh | Q1 2026 | |
| 10 | Balyasny Asset Management L.P. | 291K | $3.3M | ▲New +291K sh | Q1 2026 | |
| 11 | Barclays PLC | 290K | $3.3M | ▲12× Added · +265K sh | Q1 2026 | |
| 12 | Geode Capital Management, LLC | 289K | $3.0M | ▲+4.0% Added · +11K sh | Q2 2026 | |
| 13 | State Street Corp | 256K | $2.7M | ▼−2.0% Reduced · −5K sh | Q2 2026 | |
| 14 | Vanguard Portfolio Management LLC | 197K | $2.1M | ▲+0.5% Added · +963 sh | Q2 2026 | |
| 15 | Citadel Advisors LLC | 184K | $1.9M | ▲+33% Added · +46K sh | Q2 2026 | |
| 16 | Bridgeway Capital Management, LLC | 183K | $1.9M | ▲+12% Added · +20K sh | Q2 2026 | |
| 17 | Schonfeld Strategic Advisors LLC | 181K | $1.9M | ▼−40% Reduced · −120K sh | Q2 2026 | |
| 18 | Tudor Investment Corp Et Al | 152K | $1.6M | ▼−0.3% Reduced · −439 sh | Q2 2026 | |
| 19 | Aristides Capital LLC | 149K | $1.6M | ▲New +149K sh | Q2 2026 | |
| 20 | Millennium Management LLC | 143K | $1.6M | ▲+19% Added · +22K sh | Q1 2026 | |
| 21 | Jacobs Levy Equity Management, Inc | 141K | $1.5M | ▼−11% Reduced · −17K sh | Q2 2026 | |
| 22 | Banque Pictet & Cie Sa | 133K | $1.4M | ▼−7.6% Reduced · −11K sh | Q2 2026 | |
| 23 | UBS Group AG | 128K | $1.4M | ▲+65% Added · +50K sh | Q1 2026 | |
| 24 | Empowered Funds, LLC | 124K | $1.4M | ▲+8.4% Added · +10K sh | Q1 2026 | |
| 25 | Northern Trust Corp | 117K | $1.3M | ▲+3.8% Added · +4K 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.
Last quarter, 10 funds opened a new position in LE and 15 added to an existing one, while 25 reduced. 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 | Their position there |
|---|---|---|
| Microsoft CorpMSFT | 60 funds | $124.7B |
| Nvidia CorpNVDA | 59 funds | $200.3B |
| Apple IncAAPL | 59 funds | $140.9B |
| Amazon.com IncAMZN | 59 funds | $94.3B |
| Alphabet Inc-CL CGOOG | 58 funds | $70.2B |
| Eli Lilly & CoLLY | 58 funds | $41.0B |
| JPMorgan Chase & CoJPM | 58 funds | $27.4B |
| Costco Wholesale CorpCOST | 58 funds | $17.4B |
| Chevron CorpCVX | 58 funds | $11.4B |
| Alphabet Inc-CL AGOOGL | 57 funds | $85.4B |
| Meta Platforms Inc-Class AMETA | 57 funds | $51.6B |
| Tesla IncTSLA | 57 funds | $33.8B |
Ranked by how many of LE's tracked holders also hold each name. The last column is those co-holders' combined reported position in that name, not in LE.
| Date | Insider | Role | Action | Shares | Value |
|---|---|---|---|---|---|
| Apr 1, 2026 | Linden Josephine | Director | Sell (S) | 3K | $157K |
| Apr 1, 2026 | Leykum Elizabeth | Director | Sell (S) | 935 | $42K |
| Apr 1, 2026 | McClain John | Director | Sell (S) 2 lots, same day | 840 | $38K |
| Apr 1, 2026 | Parker Alicia Uhlman | Director | Sell (S) | 288 | $13K |
| Apr 1, 2026 | Christopher Martin D. | EVP, Chief Technology Officer | Sell (S) | 530 | $24K |
| Apr 1, 2026 | Galvin Robert | Director | Sell (S) 3 lots, same day | 3K | $133K |
| Apr 1, 2026 | Hartogensis Gordon | Director | Sell (S) | 752 | $34K |
| Apr 1, 2026 | Gray Peter L | PRES LE Licensing, CAO & GC | Sell (S) | 11K | $515K |
| Apr 1, 2026 | Lampert Edward S | 10% Owner | Sell (S) | 1.3M | $58.5M |
| Apr 1, 2026 | McCracken Bernard Louis III | CFO and Treasurer | Sell (S) | 3K | $151K |
| Apr 1, 2026 | McLean Andrew J. | Chief Executive Officer, Director | Sell (S) | 17K | $761K |
| Apr 1, 2026 | Maas Kym | President, LE Consumer & CCO | Sell (S) | 1K | $65K |
One row per insider, day and transaction code; shares and value are summed across the lots. Every lot is on the full insider page and in the filing.
Where institutional funds (13F), corporate insiders (Form 4) and US House members (STOCK Act) are buying or selling the same name in the same window. Green is buying, red is selling.
Insiders and Congress: last 180 days. Funds: latest 13F, top 100 holders incl. passive
| Source | Buying | Selling | Net |
|---|---|---|---|
13F funds Top 100 holders by value, passive included; the hero counts active managers only | 35 | 47 | – |
Insiders Form 4 open-market | 0 | 12 | -$60.5M |
US House STOCK Act trades | 0 | 0 | $0 |
Capital Rotation reports where institutional capital disclosed rotating, as of the latest public SEC 13F filings. It is data, not investment advice, a recommendation, or a prediction. Filings lag about 45 days and cover long US equity positions only. Past disclosed flows do not indicate future prices. Do your own research; consult a licensed advisor.
Connected entities for LE
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/LE/capital-change-brief"
Use Arkolith's capital_change_brief for LE. 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 LE. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.