Among active 13F managers last quarter, 3 opened and 5 added, while 9 reduced; the largest holder to move was Shufro Rose & Co LLC (−0.9%). Over the last 180 days, 1 insider bought and none sold, a net +$32K in open-market trades.
The legs disagree, or only one of them leans.
45 tracked 13F filers disclose a position in LOAN as of the latest SEC 13F filings, a combined $9.2M 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 | Melia Wealth LLC | 437K | $2.0M | ▼−1.0% Reduced · −5K sh | Q2 2026 | |
| 2 | Vanguard Capital Management LLC | 355K | $1.6M | ▲+3.6% Added · +12K sh | Q2 2026 | |
| 3 | Cary Street Partners Financial LLC | 275K | Withheld | ▲+577% Added · +234K sh | Q1 2026 | |
| 4 | Mercer Global Advisors Inc | 220K | Withheld | ▼−38% Reduced · −137K sh | Q1 2026 | |
| 5 | Shufro Rose & Co LLC | 216K | $975K | ▼−0.9% Reduced · −2K sh | Q2 2026 | |
| 6 | Frazier Financial Advisors, LLC | 215K | $970K | ▲+5.3% Added · +11K sh | Q2 2026 | |
| 7 | Renaissance Technologies LLC | 196K | $872K | ▲+7.9% Added · +14K sh | Q1 2026 | |
| 8 | Geode Capital Management, LLC | 112K | $507K | ▼−11% Reduced · −14K sh | Q2 2026 | |
| 9 | Beese Fulmer Investment Management, Inc. | 108K | Withheld | ▼−12% Reduced · −15K sh | Q2 2026 | |
| 10 | LPL Financial LLC | 65K | $290K | ▲+8.8% Added · +5K sh | Q1 2026 | |
| 11 | DWR Wealth Management, LLC | 51K | Withheld | ▼−42% Reduced · −36K sh | Q2 2026 | |
| 12 | Focus Partners Wealth | 50K | Withheld | ▼−48% Reduced · −46K sh | Q1 2026 | |
| 13 | Schneider Downs Wealth Management Advisors, LP | 48K | $219K | ▲New +48K sh | Q2 2026 | |
| 14 | Vanguard Fiduciary Trust Co | 46K | $209K | ▲+0.8% Added · +351 sh | Q2 2026 | |
| 15 | Certuity, LLC | 45K | Withheld | ▼−5.0% Reduced · −2K sh | Q2 2026 | |
| 16 | BlackRock, Inc. | 44K | $198K | ▲+20% Added · +7K sh | Q2 2026 | |
| 17 | Eclectic Associates Inc | 42K | Withheld | ▲New +42K sh | Q2 2026 | |
| 18 | Morgan Stanley | 40K | $179K | ▲+185% Added · +26K sh | Q1 2026 | |
| 19 | Mariner, LLC | 37K | $164K | —Held | Q1 2026 | |
| 20 | Apella Capital, LLC | 34K | Withheld | ▼−9.6% Reduced · −4K sh | Q2 2026 | |
| 21 | State Street Corp | 32K | $146K | —Held | Q2 2026 | |
| 22 | International Assets Investment Management, LLC | 27K | $126K | ▲+0.7% Added · +196 sh | Q2 2026 | |
| 23 | Moneta Group Investment Advisors LLC | 27K | $122K | ▼−13% Reduced · −4K sh | Q1 2026 | |
| 24 | Kestra Advisory Services, LLC | 24K | $108K | ▼−7.7% Reduced · −2K sh | Q2 2026 | |
| 25 | Rothschild Wealth LLC | 23K | Withheld | ▲Added Added · +23K 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. 10 value rows are withheld because the reported units disagree with same-security peers; share counts are unchanged.
Last quarter, 3 funds opened a new position in LOAN and 5 added to an existing one, while 9 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 |
|---|---|---|
| Apple IncAAPL | 19 funds | $2.2B |
| Nvidia CorpNVDA | 19 funds | $1.3B |
| Alphabet Inc-CL AGOOGL | 19 funds | $637.1M |
| Chevron CorpCVX | 19 funds | $593.9M |
| Berkshire Hathaway Inc-CL BBRK/B | 19 funds | $354.7M |
| Microsoft CorpMSFT | 18 funds | $712.1M |
| Broadcom IncAVGO | 18 funds | $623.8M |
| JPMorgan Chase & CoJPM | 18 funds | $548.0M |
| Amazon.com IncAMZN | 18 funds | $542.6M |
| Alphabet Inc-CL CGOOG | 18 funds | $420.7M |
| Eli Lilly & CoLLY | 18 funds | $371.0M |
| Tesla IncTSLA | 18 funds | $310.1M |
Ranked by how many of LOAN's tracked holders also hold each name. The last column is those co-holders' combined reported position in that name, not in LOAN.
| Date | Insider | Role | Action | Shares | Value |
|---|---|---|---|---|---|
| Jul 28, 2026 | Ran Assaf | President and CEO, Director, 10% Owner | Buy (P) | 8K | $32K |
| Nov 19, 2025 | Bentovim Lyron L | Director | Buy (P) | 2K | $8K |
| Nov 17, 2025 | Ran Assaf | President and CEO, Director, 10% Owner | Buy (P) | 4K | $19K |
| May 12, 2023 | Ran Assaf | President and CEO, Director, 10% Owner | Buy (P) | 5K | $25K |
| Apr 26, 2023 | Ran Assaf | President and CEO, Director, 10% Owner | Buy (P) | 319 | $2K |
| Apr 25, 2023 | Ran Assaf | President and CEO, Director, 10% Owner | Buy (P) 2 lots, same day | 3K | $13K |
| Apr 24, 2023 | Ran Assaf | President and CEO, Director, 10% Owner | Buy (P) | 5K | $25K |
| Oct 21, 2022 | Ran Assaf | President and CEO, Director, 10% Owner | Buy (P) | 8K | $43K |
| Jun 17, 2022 | Jackson Michael | Director | Buy (P) | 1K | $5K |
| Jun 16, 2022 | Jackson Michael | Director | Buy (P) | 1K | $7K |
| May 23, 2022 | Jackson Michael | Director | Buy (P) | 2K | $11K |
| May 20, 2022 | Jackson Michael | Director | Buy (P) | 2K | $11K |
One row per insider, day and transaction code; shares and value are summed across the lots. Every lot is on the full insider page and in the filing.
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 | 16 | 16 | – |
Insiders Form 4 open-market | 1 | 0 | +$32K |
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 LOAN
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/LOAN/capital-change-brief"
Use Arkolith's capital_change_brief for LOAN. 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 LOAN. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.