| $84K |
| +129.6% |
| 0.610% |
| 0.00% |
| 3 | BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC. | 12K | $20K | -0.7% | 0.147% | 0.00% |
| 4 | OSAIC HOLDINGS, INC. | 200 | $334 | — | 0.002% | 0.00% |
| 5 | SHP Wealth Management | 45 | $75 | 0.0% | 0.001% | 0.00% |
| 6 | Tower Research Capital LLC (TRC) | 13 | $22 | — | 0.000% | 0.00% |
| 7 | Virtu Financial LLC | 12K | $20 | — | 0.142% | 0.00% |
| 8 | SBI Securities Co., Ltd. | 5 | $8 | 0.0% | 0.000% | 0.00% |
| 9 | Caitong International Asset Management Co., Ltd | 3 | $5 | +200.0% | 0.000% | 0.00% |
denotes a marquee investor (Buffett, Burry, ARK, Tiger Global, Pershing Square, Baupost and other widely-followed managers). “% of Fund” shows how much of that investor’s total 13F portfolio is invested in LEDS — a direct measure of their conviction.
| 0.43% |
| 1.15 pp |
| $0M |
| 41% |
| Q4 2024 | 10 | +67% | 1.58% | +0.46 pp | $0M | +38% |
| Q3 2024 | 6 | — | 1.12% | — | $0M | — |
Source: SEC 13F institutional filings. Ownership % requires market cap data and will show once linked. Δ columns compare to the immediately prior filed quarter.
3 institutions opened new positions in LEDS during Q2 2026, while 4 fully exited. 6 added to existing positions and 0 trimmed.
LEDS institutional ownership rose by 0.16 percentage points quarter-over-quarter, with a net change of -1 holders.
The top 10 institutions account for 100.0% of all reported 13F value in LEDS, and the top 25 account for 100.0%.
All data is sourced from SEC Form 13F filings, which institutional investment managers with at least $100M in assets are required to file each quarter. We process every 13F filing from EDGAR and recompute the aggregates after each cycle. Insider transactions are sourced from Form 4 filings.