97 tracked 13F filers disclose a position in LVHD as of the latest SEC 13F filings, a combined $273.1M 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 | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | MORGAN STANLEY | $42.9M | 1.0M | ▼−4.2% Reduced · −45K sh | Q1 2026 | |
| 2 | Financial Engines Advisors L.L.C. | $41.2M | 967K | ▼−3.3% Reduced · −33K sh | Q1 2026 | |
| 3 | LPL Financial LLC | $31.7M | 744K | ▼−0.5% Reduced · −4K sh | Q1 2026 | |
| 4 | BANK OF AMERICA CORP /DE/ | $25.6M | 602K | ▲+0.9% Added · +5K sh | Q1 2026 | |
| 5 | UBS Group AG | $18.0M | 423K | ▲+3.1% Added · +13K sh | Q1 2026 | |
| 6 | WELLS FARGO & COMPANY/MN | $11.0M | 259K | ▲+1.1% Added · +3K sh | Q1 2026 | |
| 7 | RAYMOND JAMES FINANCIAL INC | $9.3M | 219K | ▼−0.2% Reduced · −356 sh | Q1 2026 | |
| 8 | COMMONWEALTH EQUITY SERVICES, LLC | $7.8M | 184K | ▲+1.2% Added · +2K sh | Q1 2026 | |
| 9 | Private Advisor Group, LLC | $6.9M | 161K | ▼−1.4% Reduced · −2K sh | Q1 2026 | |
| 10 | ROYAL BANK OF CANADA | $6.2M | 145K | ▼−12% Reduced · −20K sh | Q1 2026 | |
| 11 | Cetera Investment Advisers | $5.9M | 139K | ▼−18% Reduced · −30K sh | Q1 2026 | |
| 12 | JONES FINANCIAL COMPANIES LLLP | $4.2M | 99K | ▲+18% Added · +15K sh | Q1 2026 | |
| 13 | GOLDMAN SACHS GROUP INC | $4.0M | 94K | ▲+68% Added · +38K sh | Q1 2026 | |
| 14 | Allworth Financial LP | $3.9M | 92K | ▼−1.6% Reduced · −2K sh | Q1 2026 | |
| 15 | HEFFERNAN ADVISORY, INC | $3.9M | 89K | ▼−1.0% Reduced · −929 sh | Q2 2026 | |
| 16 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $3.0M | 71K | ▼−5.5% Reduced · −4K sh | Q1 2026 | |
| 17 | CITIGROUP INC | $2.9M | 69K | ▲+326% Added · +53K sh | Q1 2026 | |
| 18 | Wealthcare Advisory Partners LLC | $2.7M | 62K | ▼−1.1% Reduced · −660 sh | Q2 2026 | |
| 19 | ENVESTNET ASSET MANAGEMENT INC | $2.2M | 52K | ▲+82% Added · +23K sh | Q1 2026 | |
| 20 | Baird Financial Group, Inc. | $2.1M | 49K | ▲+4.7% Added · +2K sh | Q1 2026 | |
| 21 | OSAIC HOLDINGS, INC. | $2.1M | 49K | ▲+4.9% Added · +2K sh | Q1 2026 | |
| 22 | JT Stratford LLC | $2.1M | 49K | ▼−0.8% Reduced · −408 sh | Q1 2026 | |
| 23 | GTS SECURITIES LLC | $1.9M | 46K | ▲+61% Added · +17K sh | Q1 2026 | |
| 24 | TWO SIGMA INVESTMENTS, LP | $1.9M | 44K | ▲New +44K sh | Q1 2026 | |
| 25 | STIFEL FINANCIAL CORP | $1.6M | 39K | ▼−4.3% Reduced · −2K 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, 5 funds opened a new position in LVHD and 17 added to an existing one, while 9 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 |
|---|---|---|
| ISHARES CORE S&P 500 ETFIVV | 38 funds | $15.4B |
| NVIDIA CORPNVDA | 38 funds | $15.0B |
| MICROSOFT CORPMSFT | 38 funds | $12.1B |
| SS SPDR S&P 500 ETF TRUST-USSPY | 38 funds | $8.6B |
| ALPHABET INC-CL AGOOGL | 38 funds | $8.2B |
| BROADCOM INCAVGO | 38 funds | $6.1B |
| JPMORGAN CHASE & COJPM | 38 funds | $6.0B |
| VANGUARD VALUE ETFVTV | 38 funds | $5.4B |
| ALPHABET INC-CL CGOOG | 38 funds | $5.3B |
| META PLATFORMS INC-CLASS AMETA | 38 funds | $5.2B |
| JOHNSON & JOHNSONJNJ | 38 funds | $3.6B |
| WALMART INCWMT | 38 funds | $3.4B |
Ranked by how many of LVHD's institutional holders also hold each name, a cross-fund conviction signal.
No filings captured for this ticker in the live stream yet.
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.