Among active 13F managers last quarter, 2 opened and 1 added, while none reduced or exited; the largest holder to move was Atria Investments, Inc (+9.7%).
9 tracked 13F filers disclose a position in LFSC as of the latest SEC 13F filings, a combined $97.5M 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 | Emerald Mutual Fund Advisers Trust | 2.0M | $90.3M | —Held | Q2 2026 | |
| 2 | Sbe LLC Dba Cedar Cove Wealth Partners | 70K | $3.2M | ▲+0.2% Added · +132 sh | Q2 2026 | |
| 3 | Atria Investments, Inc | 25K | $1.1M | ▲+9.7% Added · +2K sh | Q2 2026 | |
| 4 | IHT Wealth Management, LLC | 25K | $1.1M | ▲New +25K sh | Q2 2026 | |
| 5 | Old Port Advisors | 23K | $1.0M | ▲New +23K sh | Q2 2026 | |
| 6 | Tidal Investments LLC | 17K | $790K | ▼−12% Reduced · −2K sh | Q2 2026 | |
| 7 | Advisory Services Network, LLC | 100 | $3K | ▲New +100 sh | Q1 2026 | |
| 8 | FMR LLC | 30 | $1K | ▲New +30 sh | Q2 2026 | |
| 9 | UBS Group AG | 21 | $735 | ▼−94% Reduced · −324 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, 2 funds opened a new position in LFSC and 1 added to an existing one, while none reduced or exited. 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 |
|---|---|---|
| Amazon.com IncAMZN | 4 funds | $216.0M |
| Broadcom IncAVGO | 4 funds | $168.6M |
| Ishares Core S&P 500 ETFIVV | 3 funds | $472.6M |
| Nvidia CorpNVDA | 3 funds | $418.2M |
| Apple IncAAPL | 3 funds | $353.1M |
| Microsoft CorpMSFT | 3 funds | $254.6M |
| SS SPDR S&P 500 ETF Trust-USSPY | 3 funds | $250.1M |
| Walmart IncWMT | 3 funds | $184.8M |
| Alphabet Inc-CL AGOOGL | 3 funds | $184.6M |
| Vanguard Total Stock MKT ETFVTI | 3 funds | $159.6M |
| Vanguard Growth ETFVUG | 3 funds | $154.2M |
| SPDR Gold SharesGLD | 3 funds | $152.9M |
Ranked by how many of LFSC's tracked holders also hold each name. The last column is those co-holders' combined reported position in that name, not in LFSC.
| Class | 13F holders | Value held |
|---|---|---|
| TBILmc | 303 funds | $3.1B |
| TMFCmc | 187 funds | $577.3M |
| XBILmc | 91 funds | $354.5M |
| UTWOmc | 74 funds | $254.2M |
| OBILmc | 62 funds | $194.5M |
| TMFGUIT EXCHANGE TRADED | 57 funds | $18.4M |
| UTENUS TREASR 10 YR | 51 funds | $199.3M |
| RBILMF Closed and MF Open | 34 funds | $80.3M |
Same issuer, multiple share classes. The consensus leaderboards count this company once across all classes; this is the per-class detail.
No filings captured for this ticker in the live stream yet.
Connected entities for LFSC
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/LFSC/capital-change-brief"
Use Arkolith's capital_change_brief for LFSC. 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 LFSC. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.