| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | BlackRock, Inc. | $202.9M | 3.5M | ▼−0.7% Reduced · −25K sh | Q1 2026 | |
| 2 | Neuberger Berman Group LLC | $124.3M | 2.2M | ▲+21% Added · +383K sh | Q1 2026 | |
| 3 | STATE STREET CORP | $79.1M | 1.4M | ▲+8.2% Added · +105K sh | Q1 2026 | |
| 4 | VANGUARD CAPITAL MANAGEMENT LLC | $63.0M | 1.1M | ▲New +1.1M sh | Q1 2026 | |
| 5 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $49.9M | 869K | ▼−17% Reduced · −180K sh | Q1 2026 | |
| 6 | DIMENSIONAL FUND ADVISORS LP | $38.6M | 672K | ▼−4.8% Reduced · −34K sh | Q1 2026 | |
| 7 | GEODE CAPITAL MANAGEMENT, LLC | $36.5M | 637K | ▲+3.1% Added · +19K sh | Q1 2026 | |
| 8 | SILVERCREST ASSET MANAGEMENT GROUP LLC | $36.5M | 636K | ▼−12% Reduced · −89K sh | Q1 2026 | |
| 9 | Copeland Capital Management, LLC | $34.8M | 606K | ▼−1.5% Reduced · −9K sh | Q1 2026 | |
| 10 | VANGUARD PORTFOLIO MANAGEMENT LLC | $32.9M | 574K | ▲New +574K sh | Q1 2026 | |
| 11 | NFJ INVESTMENT GROUP, LLC | $26.0M | 453K | ▲+0.9% Added · +4K sh | Q1 2026 | |
| 12 | TWO SIGMA INVESTMENTS, LP | $20.5M | 357K | ▲+97% Added · +176K sh | Q1 2026 | |
| 13 | FULLER & THALER ASSET MANAGEMENT, INC. | $18.8M | 328K | ▲+0.2% Added · +720 sh | Q1 2026 | |
| 14 | BANK OF AMERICA CORP /DE/ | $18.4M | 321K | ▲+4.8% Added · +15K sh | Q1 2026 | |
| 15 | NORTHERN TRUST CORP | $18.3M | 319K | ▼−3.4% Reduced · −11K sh | Q1 2026 | |
| 16 | Boston Trust Walden Corp | $17.4M | 304K | ▼−12% Reduced · −40K sh | Q1 2026 | |
| 17 | RAYMOND JAMES FINANCIAL INC | $16.8M | 297K | ▲+0.9% Added · +3K sh | Q1 2026 | |
| 18 | AMERIPRISE FINANCIAL INC | $16.9M | 295K | ▼−1.0% Reduced · −3K sh | Q1 2026 | |
| 19 | FMR LLC | $13.2M | 230K | ▲+18% Added · +36K sh | Q1 2026 | |
| 20 | GOLDMAN SACHS GROUP INC | $12.9M | 225K | ▼−11% Reduced · −27K sh | Q1 2026 | |
| 21 | MORGAN STANLEY | $12.9M | 224K | ▼−12% Reduced · −30K sh | Q1 2026 | |
| 22 | TIMUCUAN ASSET MANAGEMENT INC/FL | $12.1M | 210K | ▲+5.3% Added · +11K sh | Q1 2026 | |
| 23 | Bank of New York Mellon Corp | $11.7M | 204K | ▼−1.5% Reduced · −3K sh | Q1 2026 | |
| 24 | Qube Research & Technologies Ltd | $11.2M | 195K | ▲+12% Added · +22K sh | Q1 2026 | |
| 25 | CITADEL ADVISORS LLC | $10.9M | 190K | ▲+131% Added · +108K 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.
| Company | Co-held by | Combined value |
|---|---|---|
| MICROSOFT CORPMSFT | 69 funds | $29.6B |
| NVIDIA CORPNVDA | 68 funds | $43.5B |
| ALPHABET INC-CL AGOOGL | 68 funds | $19.2B |
| ELI LILLY & COLLY | 68 funds | $9.6B |
| COSTCO WHOLESALE CORPCOST | 68 funds | $5.4B |
| AMAZON.COM INCAMZN | 67 funds | $21.7B |
| BROADCOM INCAVGO | 67 funds | $16.8B |
| META PLATFORMS INC-CLASS AMETA | 67 funds | $13.6B |
| UNITEDHEALTH GROUP INCUNH | 67 funds | $2.7B |
| APPLE INCAAPL | 66 funds | $35.1B |
| EXXON MOBIL CORPXOM | 66 funds | $5.8B |
| VISA INC-CLASS A SHARESV | 66 funds | $5.5B |
Ranked by how many of LKFN's institutional holders also hold each name, a cross-fund conviction signal.
| Date | Insider | Role | Action | Shares | Value |
|---|---|---|---|---|---|
| Jul 8, 2026 | Christian Darrianne P | Director | Grant (A) | 446 | $27K |
| Jul 8, 2026 | Toothaker Bradley J | Director | Grant (A) | 487 | $30K |
| Jul 8, 2026 | Augsburger Blake | Director | Grant (A) | 609 | $37K |
| Jul 8, 2026 | WELCH M SCOTT | Director | Grant (A) | 366 | $23K |
| Jul 8, 2026 | Starr Daniel Brian | Director | Grant (A) | 365 | $22K |
| Jul 8, 2026 | Smith Brian J | Director | Grant (A) | 365 | $22K |
| Jul 8, 2026 | Abbasi Faraz | Director | Grant (A) | 447 | $28K |
| May 29, 2026 | Toothaker Bradley J | Director | Sell (S) | 6K | $358K |
| May 6, 2026 | ROSS STEVEN D | Director | Sell (S) | 1K | $80K |
| May 5, 2026 | Truex Melinda Jo | Director | Grant (A) | 88 | $5K |
| May 5, 2026 | WELCH M SCOTT | Director | Grant (A) | 510 | $32K |
| May 5, 2026 | ROSS STEVEN D | Director | Sell (S) | 19 | $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/LKFN/capital-change-brief"
Use Arkolith's capital_change_brief for LKFN. 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 LKFN. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.