New Positions
1 managers initiated
Top five by reported value
- Equitable Holdings, Inc.$11.3K
La Rosa Holdings NASDAQ NMS - GLOBAL MARKET:LRHC
Institutional holders, quarter-over-quarter share deltas, and new and closed positions disclosed in Form 13F. Period 2025-12-31 · prior 2025-09-30.
1 new3 added1 reduced2 exited
Total Institutional Holders
5
as of 2025-12-31
Top Holder
Equitable Holdings, Inc.
$11.3K
Largest QoQ Increase
Equitable Holdings, Inc.
+17,788 sh
Largest QoQ Decrease
CITADEL ADVISORS LLC
-15,338 sh
New Positions(1)
| Manager | Shares | Δ Shares | Value | Δ Value | % Δ |
|---|---|---|---|---|---|
| Equitable Holdings, Inc. | 17,788 | +17,788 | $11.3K | +$11.3K | — |
Added To(3)
| Manager | Shares | Δ Shares | Value | Δ Value | % Δ |
|---|---|---|---|---|---|
| UBS Group AG | 5,274 | +5,266 | $3.3K | +$3.3K | 65825.0% |
| Tower Research Capital LLC (TRC) | 7,249 | +6,407 | $4.6K | -$1.4K | 760.9% |
| BANK OF AMERICA CORP /DE/ | 9 | +2 | $6 | -$44 | 28.6% |
Reduced(1)
| Manager | Shares | Δ Shares | Value | Δ Value | % Δ |
|---|---|---|---|---|---|
| Moisand Fitzgerald Tamayo, LLC | 56 | 0 | $36 | -$367 | 0.0% |
Sold Out(2)
| Manager | Shares | Δ Shares | Value | Δ Value | % Δ |
|---|---|---|---|---|---|
| CITADEL ADVISORS LLC | 0 | -15,338 | $0 | -$108.3K | — |
| CITIGROUP INC | 0 | -45 | $0 | -$318 | — |
Top Holders by reported value
Ranked by the dollar value reported on the latest Form 13F. Share counts reflect long positions as of 2025-12-31.
| Manager | Shares | $ Value | Δ Shares | QoQ % |
|---|---|---|---|---|
| Equitable Holdings, Inc. | 17,788 | $11.3K | +17,788 | — |
| Tower Research Capital LLC (TRC) | 7,249 | $4.6K | +6,407 | 760.9% |
| UBS Group AG | 5,274 | $3.3K | +5,266 | 65825.0% |
| Moisand Fitzgerald Tamayo, LLC | 56 | $36 | 0 | 0.0% |
| BANK OF AMERICA CORP /DE/ | 9 | $6 | +2 | 28.6% |
New & Closed Positions this quarter
Closed Positions
2 managers exited
Top five by prior-quarter value
- CITADEL ADVISORS LLC$108.3K
- CITIGROUP INC$318
Methodology
Form 13F is the SEC's quarterly disclosure for institutional investment managers exercising discretion over $100 million or more in qualifying U.S. equity securities. Managers must file within 45 days of each calendar quarter end, which is why holdings shown here reflect a snapshot at the period date — not real-time positioning.
Quarter-over-quarter deltas compare each manager's most recently reported share count for LRHC against its prior-quarter count. New positions are entries where the prior count was zero; closed positions are entries where the current count is zero. Amendments (13F-HR/A) replace prior filings for the same period.
Source: SEC EDGAR Form 13F (XML information tables). Dollar values are as reported by the manager and may use mid-quarter pricing conventions. CUSIP-to-ticker resolution is best-effort.