Among active 13F managers last quarter, 4 opened and 35 added, while 9 reduced; the largest holder to move was Great Valley Advisor Group, Inc. (+7.1%). No recent Form 4 insider filings for LVHI.
Funds lean in and no leg opposes.
288 tracked 13F filers disclose a position in LVHI as of the latest SEC 13F filings, a combined $2.9B 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 | LPL Financial LLC | 11.1M | $449.8M | ▲+11% Added · +1.1M sh | Q1 2026 | |
| 2 | Morgan Stanley | 4.6M | $186.2M | ▲+15% Added · +607K sh | Q1 2026 | |
| 3 | Northwestern Mutual Wealth Management Co | 4.4M | $177.0M | ▲+14% Added · +545K sh | Q1 2026 | |
| 4 | Bank Of America Corp | 4.2M | $169.5M | ▲+12% Added · +441K sh | Q1 2026 | |
| 5 | Raymond James Financial Inc | 2.7M | $109.0M | ▲+12% Added · +282K sh | Q1 2026 | |
| 6 | Wells Fargo & Company | 2.5M | $103.2M | ▲+1.3% Added · +34K sh | Q1 2026 | |
| 7 | Envestnet Asset Management Inc | 2.1M | $84.1M | ▲+9.0% Added · +171K sh | Q1 2026 | |
| 8 | Ameriprise Financial Inc | 1.8M | $72.7M | ▲+29% Added · +399K sh | Q1 2026 | |
| 9 | Jones Financial Companies LLLP | 1.6M | $63.2M | ▲+28% Added · +353K sh | Q1 2026 | |
| 10 | Great Valley Advisor Group, Inc. | 1.6M | $63.5M | ▲+7.1% Added · +104K sh | Q2 2026 | |
| 11 | UBS Group AG | 1.5M | $62.6M | ▲+12% Added · +161K sh | Q1 2026 | |
| 12 | Cetera Investment Advisers | 1.5M | $61.0M | ▲+10% Added · +142K sh | Q1 2026 | |
| 13 | Stifel Financial Corp | 1.5M | $59.7M | ▲+16% Added · +205K sh | Q1 2026 | |
| 14 | HighTower Advisors, LLC | 1.5M | $59.1M | ▲+4.7% Added · +66K sh | Q1 2026 | |
| 15 | Royal Bank Of Canada | 1.3M | $52.6M | ▲+13% Added · +146K sh | Q1 2026 | |
| 16 | AssetMark, Inc | 1.2M | $50.2M | ▼−1.5% Reduced · −19K sh | Q2 2026 | |
| 17 | Commonwealth Equity Services, LLC | 1.2M | $49.0M | ▼−7.7% Reduced · −101K sh | Q1 2026 | |
| 18 | Kestra Advisory Services, LLC | 1.2M | $48.8M | ▲+6.7% Added · +75K sh | Q2 2026 | |
| 19 | Osaic Holdings, Inc. | 1.2M | $48.1M | ▼−4.9% Reduced · −61K sh | Q1 2026 | |
| 20 | CWM, LLC | 1.2M | $47.8M | ▲+21% Added · +207K sh | Q1 2026 | |
| 21 | Susquehanna International Group, LLP | 961K | $39.0M | ▲New +961K sh | Q1 2026 | |
| 22 | Private Advisor Group, LLC | 908K | $36.8M | ▼−6.9% Reduced · −68K sh | Q2 2026 | |
| 23 | Jane Street Group, LLC | 796K | $32.3M | ▲+121% Added · +436K sh | Q1 2026 | |
| 24 | Equitable Holdings, Inc. | 793K | $32.2M | ▲+17% Added · +118K sh | Q2 2026 | |
| 25 | Csenge Advisory Group | 789K | $32.0M | ▲+3.5% Added · +27K 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, 4 funds opened a new position in LVHI and 35 added to an existing one, while 9 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 | 160 funds | $46.7B |
| Nvidia CorpNVDA | 159 funds | $54.0B |
| Microsoft CorpMSFT | 159 funds | $37.3B |
| Amazon.com IncAMZN | 154 funds | $26.0B |
| Alphabet Inc-CL AGOOGL | 149 funds | $22.7B |
| Broadcom IncAVGO | 148 funds | $20.9B |
| JPMorgan Chase & CoJPM | 148 funds | $11.8B |
| SS SPDR S&P 500 ETF Trust-USSPY | 146 funds | $7.3B |
| Costco Wholesale CorpCOST | 146 funds | $6.2B |
| Meta Platforms Inc-Class AMETA | 145 funds | $13.4B |
| Alphabet Inc-CL CGOOG | 144 funds | $16.7B |
| Tesla IncTSLA | 142 funds | $12.0B |
Ranked by how many of LVHI's tracked holders also hold each name. The last column is those co-holders' combined reported position in that name, not in LVHI.
No open-market insider transactions on file yet. Grants, gifts, and exercises live on the full insider page.
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 | 74 | 19 | – |
Insiders Form 4 open-market | 0 | 0 | $0 |
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 |
|---|---|---|
| LVHIthis pagemc | 288 funds | $2.9B |
| LVHDmc | 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 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.