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/LFMD/capital-change-brief"
Use Arkolith's capital_change_brief for LFMD. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | BlackRock, Inc. | $10.1M | 2.8M | ▼−0.2% Reduced · −6K sh | Q1 2026 | |
| 2 | VANGUARD CAPITAL MANAGEMENT LLC | $6.0M | 1.7M | ▲New +1.7M sh | Q1 2026 | |
| 3 | RENAISSANCE TECHNOLOGIES LLC | $4.0M | 1.1M | ▼−25% Reduced · −380K sh | Q1 2026 | |
| 4 | STATE STREET CORP | $3.9M | 1.1M | ▲+0.2% Added · +2K sh | Q1 2026 | |
| 5 | GEODE CAPITAL MANAGEMENT, LLC | $3.7M | 1.0M | ▲+6.2% Added · +60K sh | Q1 2026 | |
| 6 | FEDERATED HERMES, INC. | $3.7M | 1.0M | ▲+4.0% Added · +39K sh | Q1 2026 | |
| 7 | BRC Group Holdings, Inc. | $3.1M | 872K | ▲12× Added · +798K sh | Q1 2026 | |
| 8 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | $1.7M | 465K | ▲+46% Added · +146K sh | Q1 2026 | |
| 9 | GOLDMAN SACHS GROUP INC | $1.7M | 460K | ▲+75% Added · +197K sh | Q1 2026 | |
| 10 | JANE STREET GROUP, LLC | $1.3M | 367K | ▲+66% Added · +146K sh | Q1 2026 | |
| 11 | MORGAN STANLEY | $1.3M | 364K | ▲+12% Added · +38K sh | Q1 2026 | |
| 12 | Whetstone Capital Advisors, LLC | $1.3M | 360K | ▼−49% Reduced · −343K sh | Q1 2026 | |
| 13 | NORTHERN TRUST CORP | $1.2M | 335K | ▲+9.0% Added · +28K sh | Q1 2026 | |
| 14 | VANGUARD FIDUCIARY TRUST CO | $1.0M | 289K | ▲New +289K sh | Q1 2026 | |
| 15 | UBS Group AG | $1.0M | 282K | ▼−58% Reduced · −392K sh | Q1 2026 | |
| 16 | MARSHALL WACE, LLP | $928K | 257K | ▲New +257K sh | Q1 2026 | |
| 17 | Bank of New York Mellon Corp | $870K | 241K | ▼−5.8% Reduced · −15K sh | Q1 2026 | |
| 18 | VANGUARD PORTFOLIO MANAGEMENT LLC | $840K | 233K | ▲New +233K sh | Q1 2026 | |
| 19 | AQR CAPITAL MANAGEMENT LLC | $716K | 198K | ▲+297% Added · +148K sh | Q1 2026 | |
| 20 | Barry Investment Advisors, LLC | $710K | 172K | —Held | Q2 2026 | |
| 21 | COURIER CAPITAL LLC | $702K | 170K | ▲+94% Added · +83K sh | Q2 2026 | |
| 22 | Nuveen, LLC | $494K | 137K | ▲+38% Added · +38K sh | Q1 2026 | |
| 23 | Divisadero Street Capital Management, LP | $490K | 136K | —Held | Q1 2026 | |
| 24 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $377K | 105K | ▼−7.8% Reduced · −9K sh | Q1 2026 | |
| 25 | MAI Capital Management | $361K | 100K | ▲+0.1% Added · +72 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.
| Date | Insider | Role | Action | Shares | Value |
|---|---|---|---|---|---|
| Jun 1, 2026 | Sripad Umesh | Chief Technology Officer | Grant (A) | 75K | $0 |
| May 11, 2026 | Kavthekar Atul | Chief Financial Officer | Grant (A) | 338K | $0 |
| Mar 30, 2026 | Pisano Christopher A | Chief Marketing Officer | Grant (A) | 200K | $0 |
| Dec 9, 2025 | FRIEDEMAN JESSICA | Chief Marketing Officer | Sell (S) | 15K | $54K |
| Oct 6, 2025 | LAROVERE JOAN | Director | Grant (A) | 22K | $0 |
| Oct 6, 2025 | Strawn John R Jr | Director | Grant (A) | 22K | $0 |
| Oct 2, 2025 | Simon Roberto | Director | Grant (A) | 22K | $0 |
| Oct 2, 2025 | MACRAE CALUM ARCHIBALD | Director | Grant (A) | 22K | $0 |
| Oct 2, 2025 | DiTrolio Joseph | Director | Grant (A) | 22K | $0 |
| Sep 10, 2025 | Alvarez Nicholas P | Chief Acquisition Officer | Sell (S) | 75K | $444K |
| Aug 22, 2025 | Dray Shayna Webb | Chief Operating Officer | Grant (A) | 30K | $0 |
| Aug 22, 2025 | Alvarez Nicholas P | Chief Acquisition Officer | Grant (A) | 100K | $0 |
| Company | Co-held by | Combined value |
|---|---|---|
| ROSS STORES INCROST | 21 funds | $423.2M |
| NVIDIA CORPNVDA | 20 funds | $7.2B |
| MICROSOFT CORPMSFT | 20 funds | $4.0B |
| AMAZON.COM INCAMZN | 20 funds | $3.6B |
| ALPHABET INC-CL AGOOGL | 20 funds | $2.7B |
| BROADCOM INCAVGO | 20 funds | $2.6B |
| META PLATFORMS INC-CLASS AMETA | 20 funds | $2.2B |
| ELI LILLY & COLLY | 20 funds | $1.2B |
| VISA INC-CLASS A SHARESV | 20 funds | $1.0B |
| APPLIED MATERIALS INCAMAT | 20 funds | $957.2M |
| HOME DEPOT INCHD | 20 funds | $938.6M |
| COSTCO WHOLESALE CORPCOST | 20 funds | $875.3M |
Ranked by how many of LFMD's institutional holders also hold each name, a cross-fund conviction signal. Via the MCP server (ticker.co_held).
13F holdings + Form 4 insider transactions + end-of-day price history + the live filing stream, joined for LFMD. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes. Every panel above is one call to the Arkolith API & MCP server.