LVLN

SS SPDR S&P Leveraged LoanETF$24.84 0.12%
UnclassifiedCUSIP 78468R424· EOD Sep 11, 2026

Among active 13F managers last quarter, 1 opened and 1 added, while none reduced or exited; the largest holder to move was ZEGA Investments, LLC (+53%).

Tracked 13F holders
9
3 in Q2 2026 filings
13F value (tracked)
$57.3M
13F moves · latest Q
2 added
0 reduced

Price & smart-money activity

$24.84 0.12%1Y -0.9%
$24.32$24.59$24.85$25.12$25.38Nov 2025Jan 2026MarMayJulSep2
Hover for who · click for detailEnd-of-day closing prices52w $24.39 – $25.31

Who owns LVLN?

9 tracked 13F filers · ranked by shares held

9 tracked 13F filers disclose a position in LVLN as of the latest SEC 13F filings, a combined $57.3M 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.

#FundSharesPosition valueLast moveAs ofHistory
1Barclays PLC800K
$19.7M
Held
Q1 2026
2Morgan Stanley400K
$9.9M
Held
Q1 2026
3Goldman Sachs Group Inc400K
$9.9M
Held
Q1 2026
4Bank Of America Corp400K
$9.9M
Held
Q1 2026
5Moulton Wealth Management, Inc142K
$5.7M
+403%
Added · +114K sh
Q2 2026
6Jane Street Group, LLC35K
$854K
New
+35K sh
Q1 2026
7ZEGA Investments, LLC28K
$698K
+53%
Added · +10K sh
Q2 2026
8Value Investment Professionals, LLC12K
$499K
New
+12K sh
Q2 2026
9Authentikos Wealth Advisory, LLC12K
$296K
New
+12K 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.

Is LVLN being bought or sold by institutions?

Last quarter, 1 fund opened a new position in LVLN 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).

Opened
1
fund took a first position
Added
1
added to an existing position
Biggest moves · ranked by size of the change, positions above a floor

Funds that own LVLN also own

CompanyCo-held byTheir position there
Apple IncAAPL2 funds$97.7M
SS SPDR S&P 500 ETF Trust-USSPY2 funds$51.9M
Amazon.com IncAMZN2 funds$22.6M
Microsoft CorpMSFT2 funds$15.6M
Alphabet Inc-CL AGOOGL2 funds$12.3M
Wisdomtree Floating Rate TreUSFR2 funds$11.5M
Aflac IncAFL2 funds$8.3M
Meta Platforms Inc-Class AMETA2 funds$8.2M
Vanguard Total Stock MKT ETFVTI2 funds$6.9M
Alphabet Inc-CL CGOOG2 funds$6.9M
Invesco QQQ Trust Series 1QQQ2 funds$6.7M
Caterpillar IncCAT2 funds$4.3M

Ranked by how many of LVLN's tracked holders also hold each name. The last column is those co-holders' combined reported position in that name, not in LVLN.

Institutional ownership over time

3 tracked filers in Q2 2026 filingsstill filing
036Q4 2025Q1 2026Q2 2026
tracked filers holding their reported valueQ2 2026 filings so far: $6.9M
Each bar counts tracked filers with a position in that quarter's filings, so the newest bar excludes filers still on an earlier quarter. Arkolith's tracked universe has grown over this window; part of any long-run rise is coverage, not new buyers.

Recent filings

0 most recent

No filings captured for this ticker in the live stream yet.

Keep exploring

Connected entities for LVLN

Browse more

Build

Ask your agent what changed in LVLN

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.

Copy-paste
curl -H "Authorization: Bearer YOUR_API_KEY" \
  "https://arkolith.com/api/v1/stocks/LVLN/capital-change-brief"
Ask your agent
Use Arkolith's capital_change_brief for LVLN.
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 LVLN. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.