94 tracked 13F filers disclose a position in LUCD as of the latest SEC 13F filings, a combined $38.3M 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. | $5.3M | 4.6M | ▲+7.5% Added · +326K sh | Q1 2026 | |
| 2 | VANGUARD CAPITAL MANAGEMENT LLC | $4.8M | 4.2M | →First observed position No prior filed position | Q1 2026 | |
| 3 | MASTERS CAPITAL MANAGEMENT LLC | $4.6M | 4.0M | —Held | Q1 2026 | |
| 4 | Aberdeen Group plc | $4.2M | 3.6M | ▲+5.4% Added · +186K sh | Q1 2026 | |
| 5 | Two Seas Capital LP | $3.5M | 3.0M | —Held | Q1 2026 | |
| 6 | GEODE CAPITAL MANAGEMENT, LLC | $2.6M | 2.2M | ▲+11% Added · +219K sh | Q1 2026 | |
| 7 | Russell Investments Group, Ltd. | $1.8M | 1.6M | ▲156× Added · +1.6M sh | Q1 2026 | |
| 8 | STATE STREET CORP | $1.8M | 1.6M | ▲+15% Added · +202K sh | Q1 2026 | |
| 9 | WELLS FARGO & COMPANY/MN | $1.5M | 1.3M | ▲+39% Added · +355K sh | Q1 2026 | |
| 10 | NORTHERN TRUST CORP | $771K | 671K | ▲+5.3% Added · +34K sh | Q1 2026 | |
| 11 | VANGUARD FIDUCIARY TRUST CO | $717K | 624K | →First observed position No prior filed position | Q1 2026 | |
| 12 | VANGUARD PORTFOLIO MANAGEMENT LLC | $608K | 529K | →First observed position No prior filed position | Q1 2026 | |
| 13 | RAYMOND JAMES FINANCIAL INC | $604K | 525K | ▲New +525K sh | Q1 2026 | |
| 14 | RENAISSANCE TECHNOLOGIES LLC | $575K | 500K | ▼−40% Reduced · −327K sh | Q1 2026 | |
| 15 | UBS Group AG | $512K | 445K | ▲+44% Added · +136K sh | Q1 2026 | |
| 16 | Lido Advisors, LLC | $441K | 383K | —Held | Q1 2026 | |
| 17 | FIRST MANHATTAN CO. LLC. | $372K | 323K | —Held | Q1 2026 | |
| 18 | BANK OF MONTREAL /CAN/ | $328K | 285K | ▲20× Added · +271K sh | Q1 2026 | |
| 19 | GOLDMAN SACHS GROUP INC | $279K | 243K | ▼−16% Reduced · −47K sh | Q1 2026 | |
| 20 | AQR CAPITAL MANAGEMENT LLC | $270K | 235K | ▲+188% Added · +153K sh | Q1 2026 | |
| 21 | Bank of New York Mellon Corp | $237K | 206K | ▲+1.7% Added · +4K sh | Q1 2026 | |
| 22 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $227K | 197K | ▼−12% Reduced · −27K sh | Q1 2026 | |
| 23 | LPL Financial LLC | $198K | 172K | ▲+22% Added · +31K sh | Q1 2026 | |
| 24 | FMR LLC | $139K | 121K | ▲+289% Added · +90K sh | Q1 2026 | |
| 25 | XTX Topco Ltd | $137K | 120K | ▼−47% Reduced · −106K 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, 13 funds opened a new position in LUCD and 8 added to an existing one, while 8 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 |
|---|---|---|
| APPLE INCAAPL | 33 funds | $15.0B |
| AMAZON.COM INCAMZN | 33 funds | $10.0B |
| ALPHABET INC-CL CGOOG | 33 funds | $6.1B |
| TESLA INCTSLA | 33 funds | $3.4B |
| EXXON MOBIL CORPXOM | 33 funds | $1.7B |
| CHEVRON CORPCVX | 33 funds | $1.4B |
| HONEYWELL INTERNATIONAL INCHON | 33 funds | $1.0B |
| LAM RESEARCH CORPLRCX | 33 funds | $1.0B |
| LOCKHEED MARTIN CORPLMT | 33 funds | $1.0B |
| CONOCOPHILLIPSCOP | 33 funds | $404.7M |
| UNITED PARCEL SERVICE-CL BUPS | 33 funds | $381.0M |
| NVIDIA CORPNVDA | 32 funds | $16.2B |
Ranked by how many of LUCD's institutional holders also hold each name, a cross-fund conviction signal.
| Date | Insider | Role | Action | Shares | Value |
|---|---|---|---|---|---|
| May 20, 2026 | Matheis Dennis | Director | Buy (P) | 245K | $245K |
| Aug 20, 2025 | Matheis Dennis | Director | Buy (P) | 100K | $102K |
| May 22, 2025 | Matheis Dennis | Director | Buy (P) | 33K | $44K |
| May 21, 2025 | Matheis Dennis | Director | Buy (P) | 130K | $171K |
| May 20, 2025 | Matheis Dennis | Director | Buy (P) | 187K | $243K |
| Sep 26, 2023 | Lapidus Stanley | Director | Sell (S) | 10K | $14K |
| Sep 26, 2023 | Lapidus Stanley | Director | Sell (S) | 10K | $14K |
| Sep 26, 2023 | Lapidus Stanley | Director | Sell (S) | 10K | $15K |
| Sep 25, 2023 | Lapidus Stanley | Director | Sell (S) | 200 | $286 |
| Sep 21, 2023 | Lapidus Stanley | Director | Sell (S) | 100 | $144 |
| Sep 20, 2023 | Lapidus Stanley | Director | Sell (S) | 3K | $5K |
| Sep 20, 2023 | Lapidus Stanley | Director | Sell (S) | 412 | $593 |
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/LUCD/capital-change-brief"
Use Arkolith's capital_change_brief for LUCD. 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 LUCD. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.