CUSIP 53656F581OVERLAY SHARESOVLHQ4 2025
Aggregate 13F value by quarter
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UpgradeQ4 2025
23 funds hold this security · Q4 2025
| # | Fund | Shares | Value | Δ Shares | Activity |
|---|---|---|---|---|---|
| 1 | Holcombe Financial, Inc. | 326.7K | $12.87M | −39.7K | Reduced |
| 2 | Delta Investment Management, LLC | 306.0K | $12.05M | +306.0K | New |
| 3 | Commonwealth Equity Services, LLC | 151.1K | $5.95M | +9.7K | Added |
| 4 | Pacific Financial Group Inc | 74.0K | $2.91M |
| +27.0K |
| Added |
| 5 | Lpl Financial LLC | 55.6K | $2.19M | +41.5K | Added |
| 6 | Apollon Wealth Management, LLC | 53.8K | $2.12M | +46.8K | Added |
| 7 | Stifel Financial Corp | 20.6K | $813.2K | +20.6K | New |
| 8 | Comerica Bank | 16.3K | $640.6K | −16.3K | Reduced |
| 9 | Pks Advisory Services, LLC | 11.4K | $447.7K | +34 | Added |
| 10 | Orion Porfolio Solutions, LLC | 10.2K | $400.7K | +25 | Added |
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