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/LGLV/capital-change-brief"
Use Arkolith's capital_change_brief for LGLV. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | CWM, LLC | $317.7M | 1.8M | ▼−1.1% Reduced · −20K sh | Q1 2026 | |
| 2 | Syntegra Private Wealth Group, LLC | $140.0M | 772K | ▲+21% Added · +133K sh | Q2 2026 | |
| 3 | Gerber Kawasaki Wealth & Investment Management | $55.1M | 309K | ▼−2.1% Reduced · −7K sh | Q1 2026 | |
| 4 | Baltimore-Washington Financial Advisors, Inc. | $53.9M | 303K | ▲+2.5% Added · +7K sh | Q1 2026 | |
| 5 | LPL Financial LLC | $33.2M | 186K | ▲+1.3% Added · +2K sh | Q1 2026 | |
| 6 | OSAIC HOLDINGS, INC. | $33.2M | 186K | ▼−3.3% Reduced · −6K sh | Q1 2026 | |
| 7 | MORGAN STANLEY | $30.2M | 169K | ▲+1.5% Added · +3K sh | Q1 2026 | |
| 8 | AMERIPRISE FINANCIAL INC | $20.4M | 115K | ▲31× Added · +111K sh | Q1 2026 | |
| 9 | AQR CAPITAL MANAGEMENT LLC | $19.1M | 107K | ▲+21% Added · +19K sh | Q1 2026 | |
| 10 | BANK OF AMERICA CORP /DE/ | $16.8M | 95K | ▲+1.0% Added · +969 sh | Q1 2026 | |
| 11 | IEQ CAPITAL, LLC | $15.1M | 85K | ▼−1.4% Reduced · −1K sh | Q1 2026 | |
| 12 | JPMORGAN CHASE & CO | $12.7M | 72K | ▲+61% Added · +27K sh | Q1 2026 | |
| 13 | INTEGRITY ALLIANCE, LLC. | $11.4M | 64K | ▲+1.7% Added · +1K sh | Q1 2026 | |
| 14 | Valmark Advisers, Inc. | $9.3M | 52K | ▲+61% Added · +20K sh | Q1 2026 | |
| 15 | STATE STREET CORP | $9.2M | 52K | ▼−4.0% Reduced · −2K sh | Q1 2026 | |
| 16 | FIRST TRUST ADVISORS LP | $8.0M | 45K | ▲New +45K sh | Q1 2026 | |
| 17 | HF Advisory Group, LLC | $6.9M | 38K | ▲+8.4% Added · +3K sh | Q2 2026 | |
| 18 | SEI INVESTMENTS CO | $4.5M | 25K | ▼−5.5% Reduced · −1K sh | Q1 2026 | |
| 19 | RAYMOND JAMES FINANCIAL INC | $4.3M | 24K | ▲+101% Added · +12K sh | Q1 2026 | |
| 20 | UBS Group AG | $3.2M | 18K | ▲+9.3% Added · +2K sh | Q1 2026 | |
| 21 | COMMONWEALTH EQUITY SERVICES, LLC | $3.0M | 17K | ▲+5.8% Added · +925 sh | Q1 2026 | |
| 22 | TWO SIGMA INVESTMENTS, LP | $2.8M | 16K | ▲+23% Added · +3K sh | Q1 2026 | |
| 23 | ENVESTNET ASSET MANAGEMENT INC | $2.5M | 14K | ▲+14% Added · +2K sh | Q1 2026 | |
| 24 | GOLDMAN SACHS GROUP INC | $2.5M | 14K | ▼−78% Reduced · −48K sh | Q1 2026 | |
| 25 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $2.4M | 13K | ▲+4.8% Added · +598 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.
No Form 4 insider transactions on file yet.
| Company | Co-held by | Combined value |
|---|---|---|
| NVIDIA CORPNVDA | 51 funds | $18.6B |
| MICROSOFT CORPMSFT | 51 funds | $14.2B |
| AMAZON.COM INCAMZN | 51 funds | $11.3B |
| ALPHABET INC-CL AGOOGL | 51 funds | $10.1B |
| SS SPDR S&P 500 ETF TRUST-USSPY | 51 funds | $7.8B |
| BROADCOM INCAVGO | 51 funds | $7.6B |
| META PLATFORMS INC-CLASS AMETA | 51 funds | $7.0B |
| ALPHABET INC-CL CGOOG | 51 funds | $5.8B |
| JPMORGAN CHASE & COJPM | 51 funds | $5.7B |
| INVESCO QQQ TRUST SERIES 1QQQ | 51 funds | $4.9B |
| BERKSHIRE HATHAWAY INC-CL BBRK/B | 51 funds | $4.5B |
| TESLA INCTSLA | 51 funds | $3.5B |
Ranked by how many of LGLV's institutional holders also hold each name, a cross-fund conviction signal. Via the MCP server (ticker.co_held).
No filings captured for this ticker in the live stream yet.
13F holdings + Form 4 insider transactions + end-of-day price history + the live filing stream, joined for LGLV. 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.