32 tracked 13F filers disclose a position in LIEN as of the latest SEC 13F filings, a combined $29.4M 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 | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | INTREPID CAPITAL MANAGEMENT INC | $7.1M | 756K | ▼−0.4% Reduced · −3K sh | Q1 2026 | |
| 2 | Sowell Financial Services LLC | $5.0M | 511K | ▲+3.6% Added · +18K sh | Q2 2026 | |
| 3 | Corient Private Wealth LLC | $3.6M | 381K | ▼−0.6% Reduced · −2K sh | Q1 2026 | |
| 4 | JPMORGAN CHASE & CO | $2.2M | 238K | ▲New +238K sh | Q1 2026 | |
| 5 | MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | $1.7M | 182K | ▼−4.5% Reduced · −9K sh | Q1 2026 | |
| 6 | HighTower Advisors, LLC | $1.6M | 174K | ▲+711% Added · +152K sh | Q1 2026 | |
| 7 | CDC Financial, Inc. | $1.5M | 160K | ▲+26% Added · +33K sh | Q1 2026 | |
| 8 | Black Maple Capital Management LP | $1.2M | 131K | ▼−3.7% Reduced · −5K sh | Q1 2026 | |
| 9 | BlackRock, Inc. | $667K | 71K | ▼−48% Reduced · −67K sh | Q1 2026 | |
| 10 | CITADEL ADVISORS LLC | $565K | 60K | ▲+84% Added · +28K sh | Q1 2026 | |
| 11 | Apollon Wealth Management, LLC | $521K | 56K | ▼−28% Reduced · −22K sh | Q1 2026 | |
| 12 | Venturi Wealth Management, LLC | $392K | 40K | —Held | Q2 2026 | |
| 13 | FIRETHORN WEALTH PARTNERS, LLC | $378K | 39K | ▲+8.3% Added · +3K sh | Q2 2026 | |
| 14 | Gladstone Institutional Advisory LLC | $377K | 39K | —Held | Q2 2026 | |
| 15 | Tidal Investments LLC | $325K | 35K | ▼−11% Reduced · −4K sh | Q1 2026 | |
| 16 | RITHOLTZ WEALTH MANAGEMENT | $324K | 35K | ▼−0.1% Reduced · −52 sh | Q1 2026 | |
| 17 | Closed-End Fund Advisors, Inc. | $277K | 28K | ▲+31% Added · +7K sh | Q2 2026 | |
| 18 | Wick Capital Partners, LLC | $252K | 27K | ▼−49% Reduced · −26K sh | Q1 2026 | |
| 19 | JANE STREET GROUP, LLC | $222K | 24K | ▲New +24K sh | Q1 2026 | |
| 20 | Mariner, LLC | $212K | 23K | ▲New +23K sh | Q1 2026 | |
| 21 | MILLENNIUM MANAGEMENT LLC | $195K | 21K | ▼−55% Reduced · −26K sh | Q1 2026 | |
| 22 | Trexquant Investment LP | $188K | 20K | ▲New +20K sh | Q1 2026 | |
| 23 | BROWN ADVISORY INC | $153K | 16K | ▼−68% Reduced · −35K sh | Q1 2026 | |
| 24 | Mesirow Financial Investment Management, Inc. | $121K | 12K | —Held | Q2 2026 | |
| 25 | FreeGulliver LLC | $114K | 12K | —Held | 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, 1 fund opened a new position in LIEN and 5 added to an existing one, while 5 reduced and 0 exited entirely — 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 | Combined value |
|---|---|---|
| NVIDIA CORPNVDA | 11 funds | $6.8B |
| APPLE INCAAPL | 11 funds | $5.1B |
| MICROSOFT CORPMSFT | 11 funds | $4.5B |
| AMAZON.COM INCAMZN | 11 funds | $4.3B |
| ALPHABET INC-CL AGOOGL | 11 funds | $3.5B |
| BROADCOM INCAVGO | 11 funds | $2.8B |
| META PLATFORMS INC-CLASS AMETA | 11 funds | $2.4B |
| TAIWAN SEMICONDUCTOR-SP ADRTSM | 11 funds | $2.1B |
| MICRON TECHNOLOGY INCMU | 11 funds | $2.1B |
| JPMORGAN CHASE & COJPM | 11 funds | $2.0B |
| BERKSHIRE HATHAWAY INC-CL BBRK/B | 11 funds | $1.7B |
| TESLA INCTSLA | 11 funds | $1.5B |
Ranked by how many of LIEN's institutional holders also hold each name, a cross-fund conviction signal.
| Date | Insider | Role | Action | Shares | Value |
|---|---|---|---|---|---|
| Sep 19, 2025 | Sack Peter | Chief Executive Officer, Director | Buy (P) | 450 | $5K |
| Jul 17, 2025 | Sack Peter | Chief Executive Officer, Director | Buy (P) | 1K | $10K |
| Jun 6, 2025 | Mahajan Umesh | Secretary; Co-CIO | Buy (P) | 1K | $10K |
| Jun 5, 2025 | Mahajan Umesh | Secretary; Co-CIO | Buy (P) | 900 | $9K |
| Jun 5, 2025 | Mahajan Umesh | Secretary; Co-CIO | Buy (P) | 212 | $2K |
| May 29, 2025 | Colonna Bernardino | President | Buy (P) | 1K | $10K |
| May 28, 2025 | Sack Peter | Chief Executive Officer | Buy (P) | 500 | $5K |
| May 19, 2025 | Sack Peter | Chief Executive Officer | Buy (P) | 500 | $5K |
| Apr 17, 2025 | Sack Peter | Chief Executive Officer | Buy (P) | 50 | $525 |
| Apr 10, 2025 | Mahajan Umesh | Secretary; Co-CIO | Buy (P) | 500 | $5K |
| Apr 10, 2025 | Mahajan Umesh | Secretary; Co-CIO | Buy (P) | 100 | $1K |
| Apr 10, 2025 | Sack Peter | Chief Executive Officer | Buy (P) | 100 | $1K |
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/LIEN/capital-change-brief"
Use Arkolith's capital_change_brief for LIEN. 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 LIEN. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.