33 tracked 13F filers disclose a position in LSF as of the latest SEC 13F filings, a combined $3.6M 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 | OSAIC HOLDINGS, INC. | $712K | 331K | ▲+78% Added · +145K sh | Q1 2026 | |
| 2 | VANGUARD CAPITAL MANAGEMENT LLC | $452K | 210K | →First observed position No prior filed position | Q1 2026 | |
| 3 | RENAISSANCE TECHNOLOGIES LLC | $286K | 133K | ▼−39% Reduced · −86K sh | Q1 2026 | |
| 4 | GEODE CAPITAL MANAGEMENT, LLC | $214K | 100K | ▲+16% Added · +14K sh | Q1 2026 | |
| 5 | BlackRock, Inc. | $203K | 94K | ▲+2.1% Added · +2K sh | Q1 2026 | |
| 6 | ASPIRIANT, LLC | $430K | 91K | ▲New +91K sh | Q2 2026 | |
| 7 | Archon Capital Management LLC | $195K | 91K | ▲+0.3% Added · +286 sh | Q1 2026 | |
| 8 | HighTower Advisors, LLC | $151K | 70K | ▼−6.7% Reduced · −5K sh | Q1 2026 | |
| 9 | Finley Financial, LLC | $235K | 50K | ▲+100% Added · +25K sh | Q2 2026 | |
| 10 | VANGUARD FIDUCIARY TRUST CO | $95K | 44K | →First observed position No prior filed position | Q1 2026 | |
| 11 | EVOKE WEALTH, LLC | $83K | 39K | —Held | Q1 2026 | |
| 12 | Creative Planning | $74K | 35K | —Held | Q1 2026 | |
| 13 | STATE STREET CORP | $74K | 34K | —Held | Q1 2026 | |
| 14 | GOLDMAN SACHS GROUP INC | $72K | 33K | ▲+4.5% Added · +1K sh | Q1 2026 | |
| 15 | DIMENSIONAL FUND ADVISORS LP | $59K | 28K | ▼−5.4% Reduced · −2K sh | Q1 2026 | |
| 16 | XTX Topco Ltd | $50K | 23K | ▲+17% Added · +3K sh | Q1 2026 | |
| 17 | NORTHERN TRUST CORP | $45K | 21K | ▼−30% Reduced · −9K sh | Q1 2026 | |
| 18 | COMMONWEALTH EQUITY SERVICES, LLC | $45K | 21K | ▲New +21K sh | Q1 2026 | |
| 19 | CITADEL ADVISORS LLC | $44K | 20K | ▲New +20K sh | Q1 2026 | |
| 20 | BRIDGEWAY CAPITAL MANAGEMENT, LLC | $32K | 15K | —Held | Q1 2026 | |
| 21 | Steadtrust LLC | $47K | 10K | ▼−50% Reduced · −10K sh | Q2 2026 | |
| 22 | UBS Group AG | $11K | 5K | ▼−38% Reduced · −3K sh | Q1 2026 | |
| 23 | Vanguard Global Advisers, LLC | $11K | 5K | →First observed position No prior filed position | Q1 2026 | |
| 24 | Osbon Capital Management LLC | $10K | 5K | —Held | Q1 2026 | |
| 25 | JONES FINANCIAL COMPANIES LLLP | $6K | 3K | ▲New +3K 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 LSF and 4 added to an existing one, while 2 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 |
|---|---|---|
| NVIDIA CORPNVDA | 6 funds | $4.5B |
| AMAZON.COM INCAMZN | 6 funds | $2.4B |
| APPLE INCAAPL | 6 funds | $2.2B |
| ROYAL BANK OF CANADARY | 6 funds | $2.2B |
| MICROSOFT CORPMSFT | 6 funds | $1.8B |
| ALPHABET INC-CL AGOOGL | 6 funds | $1.4B |
| META PLATFORMS INC-CLASS AMETA | 6 funds | $1.3B |
| BROADCOM INCAVGO | 6 funds | $1.3B |
| ALPHABET INC-CL CGOOG | 6 funds | $1.1B |
| TESLA INCTSLA | 6 funds | $1.0B |
| JPMORGAN CHASE & COJPM | 6 funds | $973.3M |
| BERKSHIRE HATHAWAY INC-CL BBRK/B | 6 funds | $874.0M |
Ranked by how many of LSF's institutional holders also hold each name, a cross-fund conviction signal.
| 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) | 183 | $988 |
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.