390 tracked 13F filers disclose a position in LOPE as of the latest SEC 13F filings, a combined $3.9B 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 | BlackRock, Inc. | $478.0M | 2.8M | ▲+1.4% Added · +39K sh | Q1 2026 | |
| 2 | FMR LLC | $456.1M | 2.7M | ▲+49% Added · +882K sh | Q1 2026 | |
| 3 | VANGUARD PORTFOLIO MANAGEMENT LLC | $219.9M | 1.3M | →First observed position No prior filed position | Q1 2026 | |
| 4 | VANGUARD CAPITAL MANAGEMENT LLC | $208.6M | 1.2M | →First observed position No prior filed position | Q1 2026 | |
| 5 | WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC | $148.7M | 1.0M | ▲+6.0% Added · +59K sh | Q2 2026 | |
| 6 | STATE STREET CORP | $121.5M | 849K | ▼−1.3% Reduced · −11K sh | Q2 2026 | |
| 7 | REINHART PARTNERS, LLC. | $109.7M | 645K | ▲+24% Added · +126K sh | Q1 2026 | |
| 8 | DIMENSIONAL FUND ADVISORS LP | $105.7M | 621K | ▼−0.7% Reduced · −4K sh | Q1 2026 | |
| 9 | RIVERBRIDGE PARTNERS LLC | $79.5M | 556K | ▼−22% Reduced · −161K sh | Q2 2026 | |
| 10 | GEODE CAPITAL MANAGEMENT, LLC | $77.6M | 542K | ▼−4.3% Reduced · −24K sh | Q2 2026 | |
| 11 | AQR CAPITAL MANAGEMENT LLC | $88.1M | 519K | ▼−20% Reduced · −130K sh | Q1 2026 | |
| 12 | BANK OF MONTREAL /CAN/ | $78.5M | 462K | ▼−3.9% Reduced · −19K sh | Q1 2026 | |
| 13 | WASATCH ADVISORS LP | $56.1M | 392K | ▲+24% Added · +76K sh | Q2 2026 | |
| 14 | NORGES BANK | $61.9M | 372K | ▲+7.0% Added · +24K sh | Q4 2025 | |
| 15 | Boston Partners | $63.2M | 371K | ▲+9.3% Added · +32K sh | Q1 2026 | |
| 16 | FIL Ltd | $60.5M | 356K | ▼−7.5% Reduced · −29K sh | Q1 2026 | |
| 17 | Quantinno Capital Management LP | $56.0M | 329K | ▲+27% Added · +70K sh | Q1 2026 | |
| 18 | MORGAN STANLEY | $53.9M | 317K | ▲+34% Added · +80K sh | Q1 2026 | |
| 19 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $52.1M | 306K | ▲+7.6% Added · +22K sh | Q1 2026 | |
| 20 | NORTHERN TRUST CORP | $46.2M | 272K | ▼−3.8% Reduced · −11K sh | Q1 2026 | |
| 21 | Hood River Capital Management LLC | $36.1M | 253K | ▼−3.8% Reduced · −10K sh | Q2 2026 | |
| 22 | FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ | $42.8M | 252K | ▲+61% Added · +95K sh | Q1 2026 | |
| 23 | LOOMIS SAYLES & CO L P | $38.9M | 229K | ▼−7.7% Reduced · −19K sh | Q1 2026 | |
| 24 | No Street GP LP | $38.3M | 225K | ▼−10% Reduced · −25K sh | Q1 2026 | |
| 25 | GOLDMAN SACHS GROUP INC | $37.4M | 220K | ▼−32% Reduced · −104K 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, 2 funds opened a new position in LOPE and 30 added to an existing one, while 25 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 |
|---|---|---|
| MICROSOFT CORPMSFT | 223 funds | $263.7B |
| NVIDIA CORPNVDA | 217 funds | $375.0B |
| AMAZON.COM INCAMZN | 215 funds | $197.7B |
| META PLATFORMS INC-CLASS AMETA | 211 funds | $109.2B |
| APPLE INCAAPL | 210 funds | $279.9B |
| JPMORGAN CHASE & COJPM | 209 funds | $62.4B |
| LAM RESEARCH CORPLRCX | 209 funds | $34.6B |
| ALPHABET INC-CL AGOOGL | 208 funds | $163.2B |
| ELI LILLY & COLLY | 208 funds | $70.7B |
| MICRON TECHNOLOGY INCMU | 207 funds | $39.9B |
| BROADCOM INCAVGO | 204 funds | $147.7B |
| ALPHABET INC-CL CGOOG | 203 funds | $116.9B |
Ranked by how many of LOPE's institutional holders also hold each name, a cross-fund conviction signal.
| Date | Insider | Role | Action | Shares | Value |
|---|---|---|---|---|---|
| Nov 11, 2025 | Humphrey Chevy | Director | Sell (S) | 600 | $100K |
| May 12, 2025 | Keegan Lisa Graham | Director | Sell (S) | 500 | $98K |
| Mar 4, 2025 | Claypatch Kathy J. | CHIEF INFORMATION OFFICER | Sell (S) | 2K | $269K |
| Mar 3, 2025 | MUELLER BRIAN E | CEO, Director | Sell (S) | 8K | $1.4M |
| Mar 3, 2025 | Meyer William Stan | CHIEF OPERATING OFFICER | Sell (S) | 4K | $751K |
| Mar 3, 2025 | BACHUS DANIEL E | CHIEF FINANCIAL OFFICER | Sell (S) | 4K | $751K |
| Dec 18, 2024 | Marsh Dilek | CHIEF TECHNOLOGY OFFICER | Sell (S) | 2K | $249K |
| Nov 20, 2024 | HENRY JACK A | Director | Sell (S) | 2K | $253K |
| Nov 12, 2024 | MUELLER BRIAN E | CEO, Director | Sell (S) | 8K | $1.3M |
| Nov 12, 2024 | Meyer William Stan | CHIEF OPERATING OFFICER | Sell (S) | 3K | $478K |
| Nov 12, 2024 | BACHUS DANIEL E | CHIEF FINANCIAL OFFICER | Sell (S) | 3K | $513K |
| Sep 18, 2024 | Marsh Dilek | CHIEF TECHNOLOGY OFFICER | Sell (S) | 2K | $212K |
Connected entities for LOPE
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/LOPE/capital-change-brief"
Use Arkolith's capital_change_brief for LOPE. 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 LOPE. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.