Among active 13F managers last quarter, 7 opened and 8 added, while 3 reduced; the largest holder to move was Sowell Financial Services LLC (+3.6%). Over the last 180 days, 5 insiders bought and none sold, a net +$1.2M in open-market trades.
Funds lean in and no leg opposes.
47 tracked 13F filers disclose a position in LIEN as of the latest SEC 13F filings, a combined $36.1M 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 | Intrepid Capital Management Inc | 756K | $7.4M | —Held | Q2 2026 | |
| 2 | Sowell Financial Services LLC | 511K | $5.0M | ▲+3.6% Added · +18K sh | Q2 2026 | |
| 3 | Corient Private Wealth LP | 381K | $3.6M | ▼−0.6% Reduced · −2K sh | Q1 2026 | |
| 4 | JPMorgan Chase & Co | 238K | $2.2M | ▲New +238K sh | Q1 2026 | |
| 5 | Mirae Asset Global Etfs Holdings Ltd. | 182K | $1.7M | ▼−4.5% Reduced · −9K sh | Q1 2026 | |
| 6 | CDC Financial, Inc. | 177K | $1.7M | ▲+11% Added · +18K sh | Q2 2026 | |
| 7 | HighTower Advisors, LLC | 174K | $1.6M | ▲+711% Added · +152K sh | Q1 2026 | |
| 8 | Condor Capital Management | 164K | $1.6M | ▲+1.4% Added · +2K sh | Q2 2026 | |
| 9 | Partners Capital Investment Group, LLP | 145K | $1.4M | ▲New +145K sh | Q2 2026 | |
| 10 | Black Maple Capital Management LP | 131K | $1.3M | —Held | Q2 2026 | |
| 11 | Citadel Advisors LLC | 88K | $861K | ▲+46% Added · +28K sh | Q2 2026 | |
| 12 | BlackRock, Inc. | 74K | $728K | ▲+4.3% Added · +3K sh | Q2 2026 | |
| 13 | Clayton Partners LLC | 59K | $573K | ▲New +59K sh | Q2 2026 | |
| 14 | Apollon Wealth Management, LLC | 56K | $521K | ▼−28% Reduced · −22K sh | Q1 2026 | |
| 15 | Ritholtz Wealth Management | 54K | $531K | ▲+57% Added · +20K sh | Q2 2026 | |
| 16 | Venturi Wealth Management, LLC | 40K | $392K | —Held | Q2 2026 | |
| 17 | Firethorn Wealth Partners, LLC | 39K | $378K | ▲+8.3% Added · +3K sh | Q2 2026 | |
| 18 | Gladstone Institutional Advisory LLC | 39K | $377K | —Held | Q2 2026 | |
| 19 | Sage Mountain Advisors LLC | 31K | $301K | ▼−86% Reduced · −185K sh | Q2 2026 | |
| 20 | Tidal Investments LLC | 30K | $293K | ▼−14% Reduced · −5K sh | Q2 2026 | |
| 21 | Closed-End Fund Advisors, Inc. | 28K | $277K | ▲+31% Added · +7K sh | Q2 2026 | |
| 22 | Wick Capital Partners, LLC | 27K | $263K | —Held | Q2 2026 | |
| 23 | Twelve Points Wealth Management LLC | 26K | $256K | —Held | Q2 2026 | |
| 24 | Seneca House Advisors | 25K | $247K | ▲+1.7% Added · +434 sh | Q2 2026 | |
| 25 | O'shaughnessy Asset Management, LLC | 25K | $241K | ▲New +25K 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.
Last quarter, 7 funds opened a new position in LIEN and 8 added to an existing one, while 3 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 |
|---|---|---|
| Berkshire Hathaway Inc-CL BBRK/B | 21 funds | $2.1B |
| Tesla IncTSLA | 21 funds | $1.6B |
| Microsoft CorpMSFT | 20 funds | $7.0B |
| Amazon.com IncAMZN | 20 funds | $5.7B |
| Alphabet Inc-CL AGOOGL | 20 funds | $3.0B |
| Nvidia CorpNVDA | 19 funds | $7.5B |
| Apple IncAAPL | 19 funds | $6.4B |
| Alphabet Inc-CL CGOOG | 19 funds | $4.1B |
| Meta Platforms Inc-Class AMETA | 19 funds | $2.7B |
| SS SPDR S&P 500 ETF Trust-USSPY | 19 funds | $1.9B |
| Eli Lilly & CoLLY | 19 funds | $1.9B |
| Walmart IncWMT | 19 funds | $1.1B |
Ranked by how many of LIEN's tracked holders also hold each name. The last column is those co-holders' combined reported position in that name, not in LIEN.
| Date | Insider | Role | Action | Shares | Value |
|---|---|---|---|---|---|
| Aug 31, 2026 | Colonna Bernardino | President | Buy (P) | 750 | $8K |
| Aug 31, 2026 | Gordon Scott | Co-Chief Investment Officer, Director | Buy (P) | 134 | $1K |
| Aug 28, 2026 | Colonna Bernardino | President | Buy (P) | 250 | $3K |
| Aug 27, 2026 | Colonna Bernardino | President | Buy (P) | 600 | $6K |
| Aug 27, 2026 | Gordon Scott | Co-Chief Investment Officer, Director | Buy (P) | 5K | $51K |
| Aug 26, 2026 | Colonna Bernardino | President | Buy (P) | 600 | $6K |
| Aug 26, 2026 | Gordon Scott | Co-Chief Investment Officer, Director | Buy (P) | 2K | $25K |
| Aug 25, 2026 | Gordon Scott | Co-Chief Investment Officer, Director | Buy (P) | 250 | $3K |
| Aug 25, 2026 | Colonna Bernardino | President | Buy (P) | 400 | $4K |
| Aug 24, 2026 | Gordon Scott | Co-Chief Investment Officer, Director | Buy (P) | 2K | $15K |
| Aug 21, 2026 | Gordon Scott | Co-Chief Investment Officer, Director | Buy (P) | 195 | $2K |
| Aug 20, 2026 | Gordon Scott | Co-Chief Investment Officer, Director | Buy (P) | 8K | $73K |
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 | 14 | 8 | – |
Insiders Form 4 open-market | 5 | 0 | +$1.2M |
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 LIEN
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.