Among active 13F managers last quarter, 3 opened and 3 added, while 3 reduced; the largest holder to move was Aspiriant, LLC (new position). Over the last 180 days, 2 insiders bought and none sold, a net +$350K in open-market trades.
Funds lean in and no leg opposes.
38 tracked 13F filers disclose a position in LSF as of the latest SEC 13F filings, a combined $5.4M 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 | Osaic Holdings, Inc. | 331K | $712K | ▲+78% Added · +145K sh | Q1 2026 | |
| 2 | Vanguard Capital Management LLC | 234K | $1.1M | ▲+11% Added · +24K sh | Q2 2026 | |
| 3 | Renaissance Technologies LLC | 133K | $286K | ▼−39% Reduced · −86K sh | Q1 2026 | |
| 4 | BlackRock, Inc. | 100K | $472K | ▲+6.5% Added · +6K sh | Q2 2026 | |
| 5 | Aspiriant, LLC | 91K | $430K | ▲New +91K sh | Q2 2026 | |
| 6 | Geode Capital Management, LLC | 90K | $424K | ▼−9.5% Reduced · −9K sh | Q2 2026 | |
| 7 | HighTower Advisors, LLC | 70K | $151K | ▼−6.7% Reduced · −5K sh | Q1 2026 | |
| 8 | Finley Financial, LLC | 50K | $235K | ▲+100% Added · +25K sh | Q2 2026 | |
| 9 | Citadel Advisors LLC | 45K | $213K | ▲+122% Added · +25K sh | Q2 2026 | |
| 10 | Vanguard Fiduciary Trust Co | 45K | $209K | ▲+0.8% Added · +337 sh | Q2 2026 | |
| 11 | Crewe Advisors LLC | 43K | $202K | —Held | Q2 2026 | |
| 12 | MAI Capital Management | 39K | $182K | ▲New +39K sh | Q2 2026 | |
| 13 | Creative Planning | 35K | $74K | —Held | Q1 2026 | |
| 14 | State Street Corp | 34K | $161K | —Held | Q2 2026 | |
| 15 | Goldman Sachs Group Inc | 33K | $72K | ▲+4.5% Added · +1K sh | Q1 2026 | |
| 16 | Dimensional Fund Advisors LP | 28K | $59K | ▼−5.4% Reduced · −2K sh | Q1 2026 | |
| 17 | XTX Topco Ltd | 23K | $50K | ▲+17% Added · +3K sh | Q1 2026 | |
| 18 | Northern Trust Corp | 21K | $45K | ▼−30% Reduced · −9K sh | Q1 2026 | |
| 19 | Commonwealth Equity Services, LLC | 21K | $45K | ▲New +21K sh | Q1 2026 | |
| 20 | Bridgeway Capital Management, LLC | 15K | $71K | —Held | Q2 2026 | |
| 21 | StoneX Group Inc. | 11K | $42K | ▲New +11K sh | Q2 2026 | |
| 22 | Two Sigma Securities, LLC | 11K | $51K | ▲New +11K sh | Q2 2026 | |
| 23 | Steadtrust LLC | 10K | $47K | ▼−50% Reduced · −10K sh | Q2 2026 | |
| 24 | UBS Group AG | 5K | $11K | ▼−38% Reduced · −3K sh | Q1 2026 | |
| 25 | Vanguard Global Advisers, LLC | 5K | $23K | —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, 3 funds opened a new position in LSF and 3 added to an existing one, while 3 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 | 14 funds | $3.7B |
| Microsoft CorpMSFT | 14 funds | $1.8B |
| Alphabet Inc-CL AGOOGL | 14 funds | $1.6B |
| Broadcom IncAVGO | 14 funds | $1.5B |
| Eli Lilly & CoLLY | 14 funds | $1.4B |
| Alphabet Inc-CL CGOOG | 14 funds | $1.2B |
| Chevron CorpCVX | 14 funds | $1.1B |
| Intel CorpINTC | 14 funds | $967.6M |
| Meta Platforms Inc-Class AMETA | 14 funds | $914.0M |
| Berkshire Hathaway Inc-CL BBRK/B | 14 funds | $754.3M |
| Walmart IncWMT | 14 funds | $743.4M |
| Johnson & JohnsonJNJ | 14 funds | $542.4M |
Ranked by how many of LSF's tracked holders also hold each name. The last column is those co-holders' combined reported position in that name, not in LSF.
| Date | Insider | Role | Action | Shares | Value |
|---|---|---|---|---|---|
| Jun 10, 2026 | Graves Gregory B | Director | Buy (P) | 15K | $52K |
| Jun 5, 2026 | LaMontagne Grant J | Director | Buy (P) | 7K | $23K |
| Jun 4, 2026 | LaMontagne Grant J | Director | Buy (P) | 9K | $29K |
| Jun 3, 2026 | LaMontagne Grant J | Director | Buy (P) | 17K | $56K |
| Jun 2, 2026 | LaMontagne Grant J | Director | Buy (P) | 27K | $90K |
| May 29, 2026 | LaMontagne Grant J | Director | Buy (P) | 7K | $22K |
| May 28, 2026 | LaMontagne Grant J | Director | Buy (P) | 624 | $2K |
| May 22, 2026 | LaMontagne Grant J | Director | Buy (P) | 615 | $2K |
| May 21, 2026 | LaMontagne Grant J | Director | Buy (P) | 87 | $287 |
| May 20, 2026 | LaMontagne Grant J | Director | Buy (P) | 23K | $75K |
| May 23, 2025 | Graves Gregory B | Director | Sell (S) | 2K | $15K |
| Mar 5, 2025 | Hamill Anna | Chief Financial Officer | Buy (P) 2 lots, same day | 3K | $15K |
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 | 9 | 8 | – |
Insiders Form 4 open-market | 2 | 0 | +$350K |
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 LSF
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/LSF/capital-change-brief"
Use Arkolith's capital_change_brief for LSF. 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 LSF. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.