Among active 13F managers last quarter, 1 added and 1 reduced; the largest holder to move was Harbour Investments, Inc. (+28%).
6 tracked 13F filers disclose a position in LOTI as of the latest SEC 13F filings, a combined $39.5M 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 | Harbour Investments, Inc. | 1.4M | $36.7M | ▲+28% Added · +315K sh | Q1 2026 | |
| 2 | Liberty One Investment Management, LLC | 95K | $2.5M | ▼−2.9% Reduced · −3K sh | Q2 2026 | |
| 3 | Jane Street Group, LLC | 9K | $221K | ▲New +9K sh | Q1 2026 | |
| 4 | Osaic Holdings, Inc. | 785 | $20K | —Held | Q1 2026 | |
| 5 | UBS Group AG | 473 | $12K | ▲New +473 sh | Q1 2026 | |
| 6 | Ameriflex Group, Inc. | 252 | $7K | —Held | 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.
Last quarter, 1 fund added to an existing position in LOTI, 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 |
|---|---|---|
| Invesco QQQ Trust Series 1QQQ | 3 funds | $166.9M |
| Apple IncAAPL | 3 funds | $139.7M |
| Procter & Gamble CoPG | 3 funds | $86.7M |
| Microsoft CorpMSFT | 3 funds | $76.7M |
| Eli Lilly & CoLLY | 3 funds | $62.5M |
| Dimensional International CoDFAI | 3 funds | $54.0M |
| Johnson & JohnsonJNJ | 3 funds | $53.1M |
| Amazon.com IncAMZN | 3 funds | $51.4M |
| Unitedhealth Group IncUNH | 3 funds | $44.4M |
| Coca-Cola CoKO | 3 funds | $44.0M |
| Alliant Energy CorpLNT | 3 funds | $43.4M |
| McDonald's CorpMCD | 3 funds | $41.8M |
Ranked by how many of LOTI's tracked holders also hold each name. The last column is those co-holders' combined reported position in that name, not in LOTI.
| Class | 13F holders | Value held |
|---|---|---|
| LSAFUIE | 20 funds | $38.9M |
| LSATUIE | 19 funds | $25.0M |
| AFIFETF | 17 funds | $94.0M |
| WLDRSIMP AF WORL ETF | 16 funds | $65.5M |
| CGVETF | 13 funds | $74.9M |
| AESRETF | 13 funds | $21.0M |
| DYLDLEADERSHARES DY | 13 funds | $20.1M |
| RPHSREGENTS PK HDGD | 13 funds | $4.2M |
Same issuer, multiple share classes. The consensus leaderboards count this company once across all classes; this is the per-class detail.
No filings captured for this ticker in the live stream yet.
Connected entities for LOTI
This ETF 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/LOTI/capital-change-brief"
Use Arkolith's capital_change_brief for LOTI. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
13F holdings + quarter-over-quarter ownership changes + end-of-day price history + the live filing stream, joined for LOTI. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.