Among active 13F managers last quarter, 3 added and 1 reduced; the largest holder to move was Armistice Capital, LLC (+108%). Over the last 180 days, 1 insider bought and none sold, a net +$29K in open-market trades.
Funds lean in and no leg opposes.
12 tracked 13F filers disclose a position in LMFA as of the latest SEC 13F filings, a combined $373K 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 | Armistice Capital, LLC | 1.1M | $274K | ▲+108% Added · +570K sh | Q1 2026 | |
| 2 | Jane Street Group, LLC | 152K | $38K | ▲+22% Added · +27K sh | Q1 2026 | |
| 3 | Citadel Advisors LLC | 122K | $18K | ▲+144% Added · +72K sh | Q2 2026 | |
| 4 | Geode Capital Management, LLC | 80K | $12K | ▼−69% Reduced · −174K sh | Q2 2026 | |
| 5 | XTX Topco Ltd | 58K | $14K | ▲+22% Added · +11K sh | Q1 2026 | |
| 6 | Vanguard Capital Management LLC | 48K | $7K | —Held | Q2 2026 | |
| 7 | Vanguard Fiduciary Trust Co | 29K | $4K | —Held | Q2 2026 | |
| 8 | Stratos Wealth Partners, LTD. | 21K | $3K | ▲New +21K sh | Q2 2026 | |
| 9 | Tower Research Capital LLC (TRC) | 3K | $625 | ▼−0.4% Reduced · −10 sh | Q1 2026 | |
| 10 | Citigroup Inc | 2K | $397 | ▲New +2K sh | Q1 2026 | |
| 11 | Group One Trading LLC | 19 | $3 | —Held | Q2 2026 | |
| 12 | Osaic Holdings, Inc. | 7 | $1 | ▲New +7 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, 3 funds added to an existing position in LMFA, while 1 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 |
|---|---|---|
| Amazon.com IncAMZN | 4 funds | $2.7B |
| Nvidia CorpNVDA | 4 funds | $2.5B |
| Microsoft CorpMSFT | 4 funds | $1.5B |
| Alphabet Inc-CL AGOOGL | 4 funds | $1.2B |
| Advanced Micro DevicesAMD | 4 funds | $943.3M |
| Applied Materials IncAMAT | 4 funds | $802.4M |
| Micron Technology IncMU | 4 funds | $795.3M |
| Howmet Aerospace IncHWM | 4 funds | $764.0M |
| Seagate Technology HoldingsSTX | 4 funds | $739.4M |
| Meta Platforms Inc-Class AMETA | 4 funds | $678.8M |
| O'reilly Automotive IncORLY | 4 funds | $659.6M |
| Lam Research CorpLRCX | 4 funds | $638.2M |
Ranked by how many of LMFA's tracked holders also hold each name. The last column is those co-holders' combined reported position in that name, not in LMFA.
| Date | Insider | Role | Action | Shares | Value |
|---|---|---|---|---|---|
| May 19, 2026 | Russell Richard D. | Chief Financial Officer | Buy (P) | 132K | $29K |
| Dec 18, 2024 | Duran Ryan H | Vice President of Operations | Sell (S) | 500 | $1K |
| Dec 4, 2024 | Duran Ryan H | Vice President of Operations | Sell (S) | 500 | $1K |
| Nov 20, 2024 | Duran Ryan H | Vice President of Operations | Sell (S) | 500 | $1K |
| Nov 15, 2024 | Graham Andrew L. | Director | Buy (P) | 10K | $26K |
| Nov 6, 2024 | Duran Ryan H | Vice President of Operations | Sell (S) | 500 | $1K |
| Oct 23, 2024 | Duran Ryan H | Vice President of Operations | Sell (S) | 500 | $1K |
| Oct 9, 2024 | Duran Ryan H | Vice President of Operations | Sell (S) | 500 | $1K |
| Sep 26, 2024 | Duran Ryan H | Vice President of Operations | Sell (S) | 500 | $1K |
| Sep 11, 2024 | Duran Ryan H | Vice President of Operations | Sell (S) | 500 | $1K |
| Aug 28, 2024 | Duran Ryan H | Vice President of Operations | Sell (S) | 500 | $1K |
| Aug 14, 2024 | Duran Ryan H | Vice President of Operations | Sell (S) | 500 | $1K |
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 | 4 | 2 | – |
Insiders Form 4 open-market | 1 | 0 | +$29K |
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 LMFA
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/LMFA/capital-change-brief"
Use Arkolith's capital_change_brief for LMFA. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
13F holdings + Form 4 insider transactions + the live filing stream, joined for LMFA. Filings are public domain, sourced to SEC EDGAR.