Among active 13F managers last quarter, 7 opened and 23 added, while 6 reduced; the largest holder to move was Sequent Planning LLC (+3.6%).
114 tracked 13F filers disclose a position in LVHD as of the latest SEC 13F filings, a combined $267.1M 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 | Morgan Stanley | 1.0M | $42.9M | ▼−4.2% Reduced · −45K sh | Q1 2026 | |
| 2 | LPL Financial LLC | 744K | $31.7M | ▼−0.5% Reduced · −4K sh | Q1 2026 | |
| 3 | Bank Of America Corp | 602K | $25.6M | ▲+0.9% Added · +5K sh | Q1 2026 | |
| 4 | UBS Group AG | 423K | $18.0M | ▲+3.1% Added · +13K sh | Q1 2026 | |
| 5 | Financial Engines Advisors L.L.C. | 380K | $16.7M | ▼−61% Reduced · −587K sh | Q2 2026 | |
| 6 | Wells Fargo & Company | 259K | $11.0M | ▲+1.1% Added · +3K sh | Q1 2026 | |
| 7 | Raymond James Financial Inc | 219K | $9.3M | ▼−0.2% Reduced · −356 sh | Q1 2026 | |
| 8 | Commonwealth Equity Services, LLC | 184K | $7.8M | ▲+1.2% Added · +2K sh | Q1 2026 | |
| 9 | Sequent Planning LLC | 176K | $7.7M | ▲+3.6% Added · +6K sh | Q2 2026 | |
| 10 | Private Advisor Group, LLC | 176K | $7.7M | ▲+9.2% Added · +15K sh | Q2 2026 | |
| 11 | Royal Bank Of Canada | 145K | $6.2M | ▼−12% Reduced · −20K sh | Q1 2026 | |
| 12 | Cetera Investment Advisers | 139K | $5.9M | ▼−18% Reduced · −30K sh | Q1 2026 | |
| 13 | Tidal Investments LLC | 106K | $4.7M | ▲New +106K sh | Q2 2026 | |
| 14 | Jones Financial Companies LLLP | 99K | $4.2M | ▲+18% Added · +15K sh | Q1 2026 | |
| 15 | Goldman Sachs Group Inc | 94K | $4.0M | ▲+68% Added · +38K sh | Q1 2026 | |
| 16 | Allworth Financial LP | 92K | $3.9M | ▼−1.6% Reduced · −2K sh | Q1 2026 | |
| 17 | Heffernan Advisory, Inc | 89K | $3.9M | ▼−1.0% Reduced · −929 sh | Q2 2026 | |
| 18 | Northwestern Mutual Wealth Management Co | 71K | $3.0M | ▼−5.5% Reduced · −4K sh | Q1 2026 | |
| 19 | Citigroup Inc | 69K | $2.9M | ▲+326% Added · +53K sh | Q1 2026 | |
| 20 | Wealthcare Advisory Partners LLC | 62K | $2.7M | ▼−1.1% Reduced · −660 sh | Q2 2026 | |
| 21 | Envestnet Asset Management Inc | 52K | $2.2M | ▲+82% Added · +23K sh | Q1 2026 | |
| 22 | JT Stratford LLC | 50K | $2.2M | ▲+1.6% Added · +776 sh | Q2 2026 | |
| 23 | Baird Financial Group, Inc. | 49K | $2.1M | ▲+4.7% Added · +2K sh | Q1 2026 | |
| 24 | Osaic Holdings, Inc. | 49K | $2.1M | ▲+4.9% Added · +2K sh | Q1 2026 | |
| 25 | GTS Securities LLC | 46K | $1.9M | ▲+61% Added · +17K 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, 7 funds opened a new position in LVHD and 23 added to an existing one, while 6 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 |
|---|---|---|
| Apple IncAAPL | 54 funds | $38.7B |
| Tesla IncTSLA | 54 funds | $10.2B |
| Microsoft CorpMSFT | 53 funds | $30.9B |
| Berkshire Hathaway Inc-CL BBRK/B | 53 funds | $6.7B |
| SS SPDR S&P 500 ETF Trust-USSPY | 53 funds | $3.4B |
| Vanguard S&P 500 ETFVOO | 53 funds | $3.2B |
| Nvidia CorpNVDA | 52 funds | $46.9B |
| Amazon.com IncAMZN | 52 funds | $21.9B |
| Alphabet Inc-CL AGOOGL | 52 funds | $18.9B |
| Alphabet Inc-CL CGOOG | 52 funds | $12.7B |
| Meta Platforms Inc-Class AMETA | 52 funds | $10.5B |
| JPMorgan Chase & CoJPM | 52 funds | $8.8B |
Ranked by how many of LVHD's tracked holders also hold each name. The last column is those co-holders' combined reported position in that name, not in LVHD.
| Class | 13F holders | Value held |
|---|---|---|
| LVHImc | 288 funds | $2.9B |
| LVHDthis pagemc | 114 funds | $267.1M |
| SQLVROYCE QUANT SML | 12 funds | $4.9M |
Same issuer, multiple share classes. The consensus leaderboards count this company once across all classes; this is the per-class detail.
No filings captured for this ticker in the live stream yet.
Connected entities for LVHD
This ETF 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/LVHD/capital-change-brief"
Use Arkolith's capital_change_brief for LVHD. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
13F holdings + quarter-over-quarter ownership changes + end-of-day price history + the live filing stream, joined for LVHD. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.