Among active 13F managers last quarter, 4 opened and 4 added, while 2 reduced; the largest holder to move was CM Management, LLC (+100%). Over the last 180 days, 2 insiders bought and none sold, a net +$200K in open-market trades.
Funds lean in and no leg opposes.
35 tracked 13F filers disclose a position in LTRN as of the latest SEC 13F filings, a combined $5.9M 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 | CM Management, LLC | 500K | $2.1M | ▲+100% Added · +250K sh | Q2 2026 | |
| 2 | Vanguard Capital Management LLC | 425K | $1.8M | ▲+28% Added · +93K sh | Q2 2026 | |
| 3 | Renaissance Technologies LLC | 116K | $159K | ▲+5.1% Added · +6K sh | Q1 2026 | |
| 4 | Geode Capital Management, LLC | 103K | $429K | ▼−7.9% Reduced · −9K sh | Q2 2026 | |
| 5 | Vanguard Fiduciary Trust Co | 50K | $208K | ▲+0.7% Added · +343 sh | Q2 2026 | |
| 6 | Citadel Advisors LLC | 48K | $200K | ▲New +48K sh | Q2 2026 | |
| 7 | Westside Investment Management, Inc. | 48K | $200K | ▼−4.4% Reduced · −2K sh | Q2 2026 | |
| 8 | Quadrature Capital Ltd | 40K | $165K | ▲New +40K sh | Q2 2026 | |
| 9 | Dimensional Fund Advisors LP | 38K | $52K | ▼−2.7% Reduced · −1K sh | Q1 2026 | |
| 10 | NewEdge Advisors, LLC | 27K | $113K | ▼−1.3% Reduced · −350 sh | Q2 2026 | |
| 11 | Horizon Kinetics Asset Management LLC | 25K | $105K | ▼−4.6% Reduced · −1K sh | Q2 2026 | |
| 12 | Davenport & Co LLC | 24K | $99K | —Held | Q2 2026 | |
| 13 | State Street Corp | 24K | $99K | —Held | Q2 2026 | |
| 14 | BlackRock, Inc. | 22K | $93K | ▼−51% Reduced · −23K sh | Q2 2026 | |
| 15 | Bank of New York Mellon Corp | 21K | $29K | ▼−20% Reduced · −5K sh | Q1 2026 | |
| 16 | Northern Trust Corp | 16K | $21K | —Held | Q1 2026 | |
| 17 | Focus Partners Wealth | 15K | $21K | ▼−3.4% Reduced · −550 sh | Q1 2026 | |
| 18 | Cetera Investment Advisers | 12K | $17K | —Held | Q1 2026 | |
| 19 | UBS Group AG | 10K | $14K | ▼−5.2% Reduced · −550 sh | Q1 2026 | |
| 20 | Tower Research Capital LLC (TRC) | 4K | $5K | ▲+324% Added · +3K sh | Q1 2026 | |
| 21 | Vanguard Global Advisers, LLC | 2K | $10K | —Held | Q2 2026 | |
| 22 | SBI Securities Co., Ltd. | 2K | $9K | ▲+0.7% Added · +15 sh | Q2 2026 | |
| 23 | Wells Fargo & Company | 1K | $2K | —Held | Q1 2026 | |
| 24 | Morgan Stanley | 601 | $823 | —Held | Q1 2026 | |
| 25 | Entrust Financial LLC | 500 | $2K | ▲New +500 sh | 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, 4 funds opened a new position in LTRN and 4 added to an existing one, while 2 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 |
|---|---|---|
| Microsoft CorpMSFT | 11 funds | $1.6B |
| Nvidia CorpNVDA | 10 funds | $3.5B |
| Amazon.com IncAMZN | 10 funds | $3.0B |
| Alphabet Inc-CL CGOOG | 10 funds | $1.1B |
| JPMorgan Chase & CoJPM | 10 funds | $1.1B |
| Abbott LaboratoriesABT | 10 funds | $931.0M |
| Berkshire Hathaway Inc-CL BBRK/B | 10 funds | $835.8M |
| Visa Inc-Class A SharesV | 10 funds | $529.2M |
| Lockheed Martin CorpLMT | 10 funds | $487.6M |
| Linde PLCLIN | 10 funds | $460.9M |
| Qualcomm IncQCOM | 10 funds | $438.2M |
| Boeing CoBA | 10 funds | $394.6M |
Ranked by how many of LTRN's tracked holders also hold each name. The last column is those co-holders' combined reported position in that name, not in LTRN.
| Date | Insider | Role | Action | Shares | Value |
|---|---|---|---|---|---|
| May 12, 2026 | Keyser D Jeffrey | Director | Buy (P) | 49K | $100K |
| May 12, 2026 | Schalop Lee Troy | Director | Buy (P) | 49K | $100K |
| Jun 13, 2025 | BP Directors, LP | 10% Owner | Sell (S) 5 lots, same day | 40K | $124K |
| Jun 13, 2025 | Bios Fund II Qp, Lp | 10% Owner | Sell (S) 5 lots, same day | 40K | $124K |
| Jun 12, 2025 | Cavu Advisors, LLC | 10% Owner | Sell (S) 5 lots, same day | 61K | $205K |
| Jun 12, 2025 | Bios Fund I, Lp | 10% Owner | Sell (S) 5 lots, same day | 61K | $205K |
| Jun 11, 2025 | Cavu Advisors, LLC | 10% Owner | Sell (S) 5 lots, same day | 950 | $3K |
| Jun 11, 2025 | Bios Fund I, Lp | 10% Owner | Sell (S) 5 lots, same day | 950 | $3K |
| Jun 10, 2025 | Cavu Advisors, LLC | 10% Owner | Sell (S) 5 lots, same day | 16 | $54 |
| Jun 10, 2025 | Bios Fund I, Lp | 10% Owner | Sell (S) 5 lots, same day | 16 | $54 |
| May 29, 2025 | Cavu Advisors, LLC | 10% Owner | Sell (S) 5 lots, same day | 20K | $61K |
| May 29, 2025 | BIOS Advisors GP, LLC | 10% Owner | Sell (S) 3 lots, same day | 10K | $31K |
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 | 8 | 10 | – |
Insiders Form 4 open-market | 2 | 0 | +$200K |
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 LTRN
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/LTRN/capital-change-brief"
Use Arkolith's capital_change_brief for LTRN. 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 LTRN. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.