Among active 13F managers last quarter, 1 opened and 1 added, while none reduced or exited; the largest holder to move was Citadel Advisors LLC (new position). Over the last 180 days, 5 insiders sold and none bought, a net -$73K in open-market trades.
The legs disagree, or only one of them leans.
8 tracked 13F filers disclose a position in LUCY as of the latest SEC 13F filings, a combined $601K 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 | Cetera Investment Advisers | 500K | $545K | ▲+47% Added · +159K sh | Q1 2026 | |
| 2 | Citadel Advisors LLC | 30K | $23K | ▲New +30K sh | Q2 2026 | |
| 3 | Geode Capital Management, LLC | 18K | $14K | ▼−70% Reduced · −42K sh | Q2 2026 | |
| 4 | Keybank National Association | 15K | $16K | ▲New +15K sh | Q1 2026 | |
| 5 | Tower Research Capital LLC (TRC) | 2K | $2K | ▲+266% Added · +1K sh | Q1 2026 | |
| 6 | Jones Financial Companies LLLP | 614 | $663 | ▼−0.5% Reduced · −3 sh | Q1 2026 | |
| 7 | Wells Fargo & Company | 300 | $327 | ▲New +300 sh | Q1 2026 | |
| 8 | Caitong International Asset Management Co., Ltd | 1 | $1 | —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 opened a new position in LUCY and 1 added to an existing one, while none reduced or exited. 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 |
|---|---|---|
| Amazon.com IncAMZN | 3 funds | $2.6B |
| Nvidia CorpNVDA | 3 funds | $2.4B |
| Apple IncAAPL | 3 funds | $2.2B |
| Eli Lilly & CoLLY | 3 funds | $1.2B |
| Alphabet Inc-CL AGOOGL | 3 funds | $1.1B |
| Advanced Micro DevicesAMD | 3 funds | $980.5M |
| Alphabet Inc-CL CGOOG | 3 funds | $932.1M |
| Applied Materials IncAMAT | 3 funds | $801.7M |
| Kla CorpKLAC | 3 funds | $787.8M |
| Abbott LaboratoriesABT | 3 funds | $785.6M |
| Micron Technology IncMU | 3 funds | $784.0M |
| Mastercard Inc - AMA | 3 funds | $769.8M |
Ranked by how many of LUCY's tracked holders also hold each name. The last column is those co-holders' combined reported position in that name, not in LUCY.
| Date | Insider | Role | Action | Shares | Value |
|---|---|---|---|---|---|
| Aug 19, 2026 | Cohen David Eric | Chief Technology Officer | Sell (S) | 6K | $4K |
| Aug 19, 2026 | Abondano Joaquin | Chief Operating Officer | Sell (S) | 5K | $3K |
| Aug 19, 2026 | Dabrowski Konrad | Chief AI & Growth Officer | Sell (S) | 7K | $5K |
| Aug 19, 2026 | Gayle Oswald | Chief Financial Officer | Sell (S) | 8K | $5K |
| Aug 19, 2026 | Gross Harrison R. | Chief Executive Officer, Director | Sell (S) 2 lots, same day | 14K | $10K |
| Jul 6, 2026 | Cohen David Eric | Chief Technology Officer | Sell (S) | 2K | $2K |
| Apr 9, 2026 | Cohen David Eric | Chief Technology Officer | Sell (S) | 2K | $2K |
| Apr 2, 2026 | Abondano Joaquin | Chief Operating Officer | Sell (S) | 5K | $5K |
| Apr 2, 2026 | Dabrowski Konrad | Chief AI & Growth Officer | Sell (S) | 7K | $7K |
| Apr 2, 2026 | Gayle Oswald | Chief Financial Officer | Sell (S) | 8K | $8K |
| Apr 2, 2026 | Cohen David Eric | Chief Technology Officer | Sell (S) | 6K | $6K |
| Apr 2, 2026 | Gross Harrison R. | Chief Executive Officer, Director | Sell (S) | 14K | $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 | 2 | 2 | – |
Insiders Form 4 open-market | 0 | 5 | -$73K |
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.
| Class | 13F holders | Value held |
|---|---|---|
| LUCYthis pageCOMMON STOCK | 8 funds | $601K |
| LUCYW*W EXP 08/16/202 | 4 funds | $10K |
Same issuer, multiple share classes. The consensus leaderboards count this company once across all classes; this is the per-class detail.
Connected entities for LUCY
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/LUCY/capital-change-brief"
Use Arkolith's capital_change_brief for LUCY. 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 LUCY. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.