Among active 13F managers last quarter, 5 opened and 5 reduced; the largest holder to move was Kennedy Capital Management LLC (new position). No open-market insider trades in the last 180 days.
No leg leans either way.
33 tracked 13F filers disclose a position in LVO as of the latest SEC 13F filings, a combined $10.0M 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 | Vanguard Capital Management LLC | 401K | $2.6M | ▲+7.5% Added · +28K sh | Q2 2026 | |
| 2 | FMR LLC | 367K | $2.3M | ▼−5.9% Reduced · −23K sh | Q2 2026 | |
| 3 | Kennedy Capital Management LLC | 154K | $785K | ▲New +154K sh | Q1 2026 | |
| 4 | BlackRock, Inc. | 137K | $876K | ▲+36% Added · +36K sh | Q2 2026 | |
| 5 | Geode Capital Management, LLC | 129K | $828K | ▼−1.8% Reduced · −2K sh | Q2 2026 | |
| 6 | Vanguard Fiduciary Trust Co | 74K | $473K | ▲+25% Added · +15K sh | Q2 2026 | |
| 7 | Millennium Management LLC | 69K | $351K | ▼−24% Reduced · −21K sh | Q1 2026 | |
| 8 | Renaissance Technologies LLC | 64K | $325K | ▼−1.1% Reduced · −700 sh | Q1 2026 | |
| 9 | Jane Street Group, LLC | 58K | $297K | ▼−29% Reduced · −23K sh | Q1 2026 | |
| 10 | State Street Corp | 34K | $215K | —Held | Q2 2026 | |
| 11 | Essex Investment Management Co LLC | 24K | $157K | ▼−0.2% Reduced · −41 sh | Q2 2026 | |
| 12 | Sei Investments Co | 22K | $110K | ▲New +22K sh | Q1 2026 | |
| 13 | Citadel Advisors LLC | 21K | $136K | ▼−64% Reduced · −38K sh | Q2 2026 | |
| 14 | Northern Trust Corp | 18K | $93K | —Held | Q1 2026 | |
| 15 | Pingora Partners LLC | 16K | $100K | ▼−11% Reduced · −2K sh | Q2 2026 | |
| 16 | Crewe Advisors LLC | 15K | $96K | ▲New +15K sh | Q2 2026 | |
| 17 | Bank Of America Corp | 12K | $63K | ▲+5.6% Added · +658 sh | Q1 2026 | |
| 18 | UBS Group AG | 6K | $30K | ▼−76% Reduced · −19K sh | Q1 2026 | |
| 19 | Morgan Stanley | 5K | $27K | —Held | Q1 2026 | |
| 20 | Royal Bank Of Canada | 3K | $17K | ▲+47% Added · +1K sh | Q1 2026 | |
| 21 | Tower Research Capital LLC (TRC) | 3K | $15K | ▲New +3K sh | Q1 2026 | |
| 22 | Wells Fargo & Company | 3K | $14K | —Held | Q1 2026 | |
| 23 | Vanguard Global Advisers, LLC | 2K | $15K | —Held | Q2 2026 | |
| 24 | Osaic Holdings, Inc. | 2K | $11K | —Held | Q1 2026 | |
| 25 | Rockefeller Capital Management L.P. | 1K | $5K | —Held | 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 LVO, while 5 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 |
|---|---|---|
| JPMorgan Chase & CoJPM | 13 funds | $1.7B |
| Abbott LaboratoriesABT | 13 funds | $1.1B |
| Bristol-Myers Squibb CoBMY | 13 funds | $689.5M |
| Apple IncAAPL | 12 funds | $7.3B |
| Alphabet Inc-CL CGOOG | 12 funds | $3.3B |
| Alphabet Inc-CL AGOOGL | 12 funds | $3.1B |
| Micron Technology IncMU | 12 funds | $2.5B |
| Eli Lilly & CoLLY | 12 funds | $2.2B |
| Visa Inc-Class A SharesV | 12 funds | $1.2B |
| Berkshire Hathaway Inc-CL BBRK/B | 12 funds | $1.2B |
| Freeport-McMoran IncFCX | 12 funds | $1.2B |
| Johnson & JohnsonJNJ | 12 funds | $1.1B |
Ranked by how many of LVO's tracked holders also hold each name. The last column is those co-holders' combined reported position in that name, not in LVO.
| Date | Insider | Role | Action | Shares | Value |
|---|---|---|---|---|---|
| Nov 14, 2023 | Wright Kristopher | Director | Sell (S) | 11K | $12K |
| Nov 21, 2022 | Ellin Robert S | CEO & Chairman, Director, 10% Owner | Buy (P) 2 lots, same day | 35K | $24K |
| Nov 16, 2022 | Ellin Robert S | CEO & Chairman, Director, 10% Owner | Buy (P) | 15K | $11K |
| Nov 15, 2022 | Ellin Robert S | CEO & Chairman, Director, 10% Owner | Buy (P) | 10K | $8K |
| Sep 30, 2022 | Ellin Robert S | CEO & Chairman, Director, 10% Owner | Buy (P) | 25K | $19K |
| Aug 30, 2022 | Ellin Robert S | CEO & Chairman, Director, 10% Owner | Buy (P) | 10K | $9K |
| Aug 25, 2022 | Ellin Robert S | CEO & Chairman, Director, 10% Owner | Buy (P) | 10K | $10K |
| Aug 24, 2022 | Wright Kristopher | Director | Buy (P) | 11K | $10K |
| Aug 22, 2022 | Ellin Robert S | CEO & Chairman, Director, 10% Owner | Buy (P) 2 lots, same day | 20K | $20K |
| Aug 18, 2022 | Ellin Robert S | CEO & Chairman, Director, 10% Owner | Buy (P) | 10K | $11K |
| Aug 17, 2022 | Ellin Robert S | CEO & Chairman, Director, 10% Owner | Buy (P) 2 lots, same day | 20K | $21K |
| Apr 28, 2022 | Ellin Robert S | CEO & Chairman, Director, 10% Owner | Buy (P) | 25K | $18K |
One row per insider, day and transaction code; shares and value are summed across the lots. Every lot is on the full insider page and in the filing.
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 | 5 | 10 | – |
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.
Connected entities for LVO
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/LVO/capital-change-brief"
Use Arkolith's capital_change_brief for LVO. 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 LVO. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.