252 tracked 13F filers disclose a position in LVHI as of the latest SEC 13F filings, a combined $2.7B 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 | LPL Financial LLC | $449.8M | 11.1M | ▲+11% Added · +1.1M sh | Q1 2026 | |
| 2 | MORGAN STANLEY | $186.2M | 4.6M | ▲+15% Added · +607K sh | Q1 2026 | |
| 3 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $177.0M | 4.4M | ▲+14% Added · +545K sh | Q1 2026 | |
| 4 | BANK OF AMERICA CORP /DE/ | $169.5M | 4.2M | ▲+12% Added · +441K sh | Q1 2026 | |
| 5 | RAYMOND JAMES FINANCIAL INC | $109.0M | 2.7M | ▲+12% Added · +282K sh | Q1 2026 | |
| 6 | WELLS FARGO & COMPANY/MN | $103.2M | 2.5M | ▲+1.3% Added · +34K sh | Q1 2026 | |
| 7 | ENVESTNET ASSET MANAGEMENT INC | $84.1M | 2.1M | ▲+9.0% Added · +171K sh | Q1 2026 | |
| 8 | AMERIPRISE FINANCIAL INC | $72.7M | 1.8M | ▲+29% Added · +399K sh | Q1 2026 | |
| 9 | JONES FINANCIAL COMPANIES LLLP | $63.2M | 1.6M | ▲+28% Added · +353K sh | Q1 2026 | |
| 10 | UBS Group AG | $62.6M | 1.5M | ▲+12% Added · +161K sh | Q1 2026 | |
| 11 | Cetera Investment Advisers | $61.0M | 1.5M | ▲+10% Added · +142K sh | Q1 2026 | |
| 12 | STIFEL FINANCIAL CORP | $59.7M | 1.5M | ▲+16% Added · +205K sh | Q1 2026 | |
| 13 | GREAT VALLEY ADVISOR GROUP, INC. | $59.2M | 1.5M | ▲+2.9% Added · +41K sh | Q1 2026 | |
| 14 | HighTower Advisors, LLC | $59.1M | 1.5M | ▲+4.7% Added · +66K sh | Q1 2026 | |
| 15 | ROYAL BANK OF CANADA | $52.6M | 1.3M | ▲+13% Added · +146K sh | Q1 2026 | |
| 16 | ASSETMARK, INC | $50.2M | 1.2M | ▼−1.5% Reduced · −19K sh | Q2 2026 | |
| 17 | COMMONWEALTH EQUITY SERVICES, LLC | $49.0M | 1.2M | ▼−7.7% Reduced · −101K sh | Q1 2026 | |
| 18 | Kestra Advisory Services, LLC | $48.8M | 1.2M | ▲+6.7% Added · +75K sh | Q2 2026 | |
| 19 | OSAIC HOLDINGS, INC. | $48.1M | 1.2M | ▼−4.9% Reduced · −61K sh | Q1 2026 | |
| 20 | CWM, LLC | $47.8M | 1.2M | ▲+21% Added · +207K sh | Q1 2026 | |
| 21 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | $39.0M | 961K | ▲New +961K sh | Q1 2026 | |
| 22 | Private Advisor Group, LLC | $36.8M | 908K | ▼−6.9% Reduced · −68K sh | Q2 2026 | |
| 23 | JANE STREET GROUP, LLC | $32.3M | 796K | ▲+121% Added · +436K sh | Q1 2026 | |
| 24 | Csenge Advisory Group | $30.9M | 762K | ▲+12% Added · +82K sh | Q1 2026 | |
| 25 | Insight Wealth Strategies, LLC | $27.4M | 679K | ▲+8.5% Added · +53K 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, 3 funds opened a new position in LVHI and 32 added to an existing one, while 11 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 | 132 funds | $45.0B |
| NVIDIA CORPNVDA | 131 funds | $52.4B |
| MICROSOFT CORPMSFT | 130 funds | $36.8B |
| AMAZON.COM INCAMZN | 127 funds | $25.4B |
| JPMORGAN CHASE & COJPM | 122 funds | $11.3B |
| SS SPDR S&P 500 ETF TRUST-USSPY | 122 funds | $6.4B |
| ALPHABET INC-CL AGOOGL | 121 funds | $21.9B |
| BROADCOM INCAVGO | 121 funds | $20.3B |
| COSTCO WHOLESALE CORPCOST | 120 funds | $6.1B |
| INVESCO QQQ TRUST SERIES 1QQQ | 120 funds | $5.4B |
| ALPHABET INC-CL CGOOG | 119 funds | $16.0B |
| META PLATFORMS INC-CLASS AMETA | 119 funds | $13.2B |
Ranked by how many of LVHI's institutional holders also hold each name, a cross-fund conviction signal.
No open-market insider transactions on file yet. Grants, gifts, and exercises live on the full insider page.
| Class | 13F holders | Value held |
|---|---|---|
| LVHIthis pagemc | 252 funds | $2.7B |
| LVHDmc | 99 funds | $274.6M |
| 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 LVHI
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/LVHI/capital-change-brief"
Use Arkolith's capital_change_brief for LVHI. 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 LVHI. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.