| 4 | VANGUARD CAPITAL MANAGEMENT LLC | 3.7M | $38.6M | +2.1% | 2.678% | 0.00% |
| 5 | Artisan Partners Limited Partnership | 3.6M | $37.9M | -8.2% | 2.628% | 0.06% |
| 6 | Connor, Clark & Lunn Investment Management Ltd. | 3.0M | $31.6M | +13.5% | 2.191% | 0.06% |
| 7 | ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 1.7M | $18.3M | — | 1.269% | 0.01% |
| 8 | BANK OF MONTREAL /CAN/ | 1.3M | $13.7M | -1.1% | 0.950% | 0.00% |
| 9 | MORGAN STANLEY | 1.3M | $13.3M | -30.1% | 0.921% | 0.00% |
| 10 | DIMENSIONAL FUND ADVISORS LP | 1.2M | $12.3M | -23.2% | 0.854% | 0.00% |
| 11 | ROYAL BANK OF CANADA | 1.1M | $11.8M | -49.7% | 0.814% | 0.00% |
| 12 | VANGUARD FIDUCIARY TRUST CO | 1.1M | $11.7M | -1.5% | 0.814% | 0.00% |
| 13 | BlackRock, Inc. | 711K | $7.5M | +10.8% | 0.516% | 0.00% |
| 14 | GOLDMAN SACHS GROUP INC | 662K | $6.9M | +39.8% | 0.480% | 0.00% |
| 15 | BANK OF AMERICA CORP /DE/ | 636K | $6.7M | -38.0% | 0.462% | 0.00% |
| 16 | CITADEL ADVISORS LLC | 590K | $6.2M | -47.0% | 0.428% | 0.00% |
| 17 | LOUISBOURG INVESTMENTS INC. | 578K | $6.0M | -14.1% | 0.419% | 1.11% |
| 18 | TWO SIGMA INVESTMENTS, LP | 571K | $6.0M | +95.1% | 0.414% | 0.00% |
| 19 | RENAISSANCE TECHNOLOGIES LLC | 474K | $5.0M | +16.6% | 0.344% | 0.01% |
| 20 | TD ASSET MANAGEMENT INC | 444K | $4.7M | +4.3% | 0.323% | 0.00% |
| 21 | Vanguard Global Advisers, LLC | 422K | $4.4M | +7.9% | 0.306% | 0.00% |
| 22 | PCJ Investment Counsel Ltd. | 398K | $4.2M | +58.6% | 0.289% | 1.20% |
| 23 | MARSHALL WACE, LLP | 348K | $3.6M | — | 0.253% | 0.00% |
| 24 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 338K | $3.5M | +16.3% | 0.245% | 0.00% |
| 25 | INTACT INVESTMENT MANAGEMENT INC. | 301K | $3.2M | -17.3% | 0.219% | 0.09% |
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 LSPD — a direct measure of their conviction.
| 60.32% |
| 5.06 pp |
| $726M |
| 47% |
| Q4 2024 | 122 | +0.8% | 65.38% | +4.04 pp | $1.37B | 0.2% |
| Q3 2024 | 121 | — | 61.34% | — | $1.38B | — |
Source: SEC 13F institutional filings. Ownership % requires market cap data and will show once linked. Δ columns compare to the immediately prior filed quarter.
21 institutions opened new positions in LSPD during Q2 2026, while 14 fully exited. 63 added to existing positions and 23 trimmed.
LSPD institutional ownership fell by 2.36 percentage points quarter-over-quarter, with a net change of +7 holders.
The top 10 institutions account for 80.7% of all reported 13F value in LSPD, and the top 25 account for 92.1%.
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.