40 tracked 13F filers disclose a position in LOAN as of the latest SEC 13F filings, a combined $6.2M 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 | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | VANGUARD CAPITAL MANAGEMENT LLC | $1.5M | 343K | →First observed position No prior filed position | Q1 2026 | |
| 2 | CARY STREET PARTNERS FINANCIAL LLC | Withheld | 275K | ▲+577% Added · +234K sh | Q1 2026 | |
| 3 | MERCER GLOBAL ADVISORS INC /ADV | Withheld | 220K | ▼−38% Reduced · −137K sh | Q1 2026 | |
| 4 | SHUFRO ROSE & CO LLC | $969K | 218K | —Held | Q1 2026 | |
| 5 | RENAISSANCE TECHNOLOGIES LLC | $872K | 196K | ▲+7.9% Added · +14K sh | Q1 2026 | |
| 6 | GEODE CAPITAL MANAGEMENT, LLC | $560K | 126K | ▲+12% Added · +14K sh | Q1 2026 | |
| 7 | BEESE FULMER INVESTMENT MANAGEMENT, INC. | $108K | 108K | ▼−12% Reduced · −15K sh | Q2 2026 | |
| 8 | LPL Financial LLC | $290K | 65K | ▲+8.8% Added · +5K sh | Q1 2026 | |
| 9 | DWR WEALTH MANAGEMENT, LLC | $51K | 51K | ▼−42% Reduced · −36K sh | Q2 2026 | |
| 10 | Focus Partners Wealth | Withheld | 50K | ▼−48% Reduced · −46K sh | Q1 2026 | |
| 11 | VANGUARD FIDUCIARY TRUST CO | $204K | 46K | →First observed position No prior filed position | Q1 2026 | |
| 12 | CERTUITY, LLC | $45K | 45K | ▼−5.0% Reduced · −2K sh | Q2 2026 | |
| 13 | ECLECTIC ASSOCIATES INC /ADV | $42K | 42K | ▲New +42K sh | Q2 2026 | |
| 14 | MORGAN STANLEY | $179K | 40K | ▲+185% Added · +26K sh | Q1 2026 | |
| 15 | Mariner, LLC | $164K | 37K | —Held | Q1 2026 | |
| 16 | BlackRock, Inc. | $163K | 37K | ▲+15% Added · +5K sh | Q1 2026 | |
| 17 | Apella Capital, LLC | $34K | 34K | ▼−9.6% Reduced · −4K sh | Q2 2026 | |
| 18 | STATE STREET CORP | $144K | 32K | —Held | Q1 2026 | |
| 19 | INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | $126K | 27K | ▲+0.7% Added · +196 sh | Q2 2026 | |
| 20 | MONETA GROUP INVESTMENT ADVISORS LLC | $122K | 27K | ▼−13% Reduced · −4K sh | Q1 2026 | |
| 21 | Kestra Advisory Services, LLC | $108K | 24K | ▼−7.7% Reduced · −2K sh | Q2 2026 | |
| 22 | JAMES INVESTMENT RESEARCH, INC. | $96K | 21K | —Held | Q2 2026 | |
| 23 | NewEdge Advisors, LLC | $94K | 21K | —Held | Q1 2026 | |
| 24 | BRIDGEWAY CAPITAL MANAGEMENT, LLC | $87K | 20K | —Held | Q1 2026 | |
| 25 | NORTHERN TRUST CORP | $68K | 15K | —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, 3 funds opened a new position in LOAN and 5 added to an existing one, while 7 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 |
|---|---|---|
| APPLE INCAAPL | 7 funds | $3.1B |
| NVIDIA CORPNVDA | 7 funds | $2.7B |
| MICROSOFT CORPMSFT | 7 funds | $2.0B |
| AMAZON.COM INCAMZN | 7 funds | $1.4B |
| ALPHABET INC-CL AGOOGL | 7 funds | $1.2B |
| BROADCOM INCAVGO | 7 funds | $995.6M |
| JPMORGAN CHASE & COJPM | 7 funds | $969.2M |
| ALPHABET INC-CL CGOOG | 7 funds | $899.1M |
| WALMART INCWMT | 7 funds | $806.1M |
| META PLATFORMS INC-CLASS AMETA | 7 funds | $780.0M |
| BERKSHIRE HATHAWAY INC-CL BBRK/B | 7 funds | $743.5M |
| EXXON MOBIL CORPXOM | 7 funds | $676.6M |
Ranked by how many of LOAN's institutional holders also hold each name, a cross-fund conviction signal.
| 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) | 2K | $9K |
| Apr 25, 2023 | RAN ASSAF | President and CEO, Director, 10% Owner | Buy (P) | 960 | $5K |
| 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 |
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.