Among active 13F managers last quarter, 2 added and 1 reduced; the largest holder to move was Schwarz Dygos Wheeler Investment Advisors LLC (+79%). Over the last 180 days, 2 insiders sold and none bought, a net -$502K in open-market trades.
The legs disagree, or only one of them leans.
22 tracked 13F filers disclose a position in LOCL as of the latest SEC 13F filings, a combined $1.3M 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 | Cresset Asset Management, LLC | 213K | $275K | —Held | Q2 2026 | |
| 2 | BBR Partners, LLC | 195K | $226K | —Held | Q1 2026 | |
| 3 | Vanguard Capital Management LLC | 189K | $244K | —Held | Q2 2026 | |
| 4 | FMR LLC | 119K | $154K | —Held | Q2 2026 | |
| 5 | Schwarz Dygos Wheeler Investment Advisors LLC | 99K | $128K | ▲+79% Added · +44K sh | Q2 2026 | |
| 6 | Geode Capital Management, LLC | 46K | $59K | ▼−29% Reduced · −19K sh | Q2 2026 | |
| 7 | Outfitters Financial LLC | 39K | $51K | ▼−6.0% Reduced · −3K sh | Q2 2026 | |
| 8 | State Street Corp | 34K | $44K | —Held | Q2 2026 | |
| 9 | Pinnacle Associates Ltd | 31K | $40K | —Held | Q2 2026 | |
| 10 | BlackRock, Inc. | 28K | $35K | —Held | Q2 2026 | |
| 11 | Vanguard Fiduciary Trust Co | 20K | $25K | —Held | Q2 2026 | |
| 12 | Bridgeway Capital Management, LLC | 17K | $21K | —Held | Q2 2026 | |
| 13 | Northern Trust Corp | 14K | $17K | —Held | Q1 2026 | |
| 14 | Global Retirement Partners, LLC | 7K | $9K | ▲Added Added · +7K sh | Q2 2026 | |
| 15 | Jones Financial Companies LLLP | 4K | $5K | ▲New +4K sh | Q1 2026 | |
| 16 | Morgan Stanley | 385 | $446 | —Held | Q1 2026 | |
| 17 | BNP Paribas Financial Markets | 264 | $306 | —Held | Q1 2026 | |
| 18 | SBI Securities Co., Ltd. | 257 | $332 | —Held | Q2 2026 | |
| 19 | Delos Wealth Advisors, LLC | 220 | $284 | —Held | Q2 2026 | |
| 20 | Allworth Financial LP | 192 | $223 | —Held | Q1 2026 | |
| 21 | JPMorgan Chase & Co | 10 | $11 | ▼−79% Reduced · −38 sh | Q1 2026 | |
| 22 | Osaic Holdings, Inc. | 1 | $1 | —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, 2 funds added to an existing position in LOCL, 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 |
|---|---|---|
| Nvidia CorpNVDA | 7 funds | $882.8M |
| Apple IncAAPL | 7 funds | $795.0M |
| Johnson & JohnsonJNJ | 7 funds | $511.9M |
| Alphabet Inc-CL AGOOGL | 7 funds | $392.7M |
| Microsoft CorpMSFT | 7 funds | $391.1M |
| Amazon.com IncAMZN | 7 funds | $348.3M |
| Alphabet Inc-CL CGOOG | 7 funds | $281.0M |
| JPMorgan Chase & CoJPM | 7 funds | $245.0M |
| Meta Platforms Inc-Class AMETA | 7 funds | $223.1M |
| Cisco Systems IncCSCO | 7 funds | $146.2M |
| Walmart IncWMT | 7 funds | $117.9M |
| Applied Materials IncAMAT | 7 funds | $117.5M |
Ranked by how many of LOCL's tracked holders also hold each name. The last column is those co-holders' combined reported position in that name, not in LOCL.
| Date | Insider | Role | Action | Shares | Value |
|---|---|---|---|---|---|
| Jul 2, 2026 | Valiasek Kathleen | President and CEO | Sell (S) | 119K | $154K |
| Apr 1, 2026 | Hurlbert Craig M. | Executive Chairman, Director | Sell (S) | 100K | $116K |
| Apr 1, 2026 | Valiasek Kathleen | President and CEO | Sell (S) | 200K | $232K |
| Jan 7, 2026 | Nordby Matthew | Director | Sell (S) | 1K | $2K |
| Dec 31, 2025 | Nordby Matthew | Director | Sell (S) | 1K | $2K |
| Dec 24, 2025 | Nordby Matthew | Director | Sell (S) | 1K | $2K |
| Dec 17, 2025 | Nordby Matthew | Director | Sell (S) | 1K | $2K |
| Dec 10, 2025 | Nordby Matthew | Director | Sell (S) | 1K | $3K |
| Dec 3, 2025 | Nordby Matthew | Director | Sell (S) | 1K | $2K |
| Nov 26, 2025 | Nordby Matthew | Director | Sell (S) | 1K | $2K |
| Nov 19, 2025 | Nordby Matthew | Director | Sell (S) | 1K | $2K |
| Mar 31, 2025 | Schwab Charles R Jr. | Director | Buy (P) | 71K | $142K |
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 | 2 | 3 | – |
Insiders Form 4 open-market | 0 | 2 | -$502K |
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 LOCL
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/LOCL/capital-change-brief"
Use Arkolith's capital_change_brief for LOCL. 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 LOCL. Filings are public domain, sourced to SEC EDGAR.