13F QoQ Ownership Changes
LVO Institutional Holders
Period 2025-12-31 · prior 2025-09-30 · 1 new · 0 added · 0 reduced · 6 exited
New Positions(1)
| Manager | Shares | Δ Shares | Value | Δ Value | % Δ |
|---|---|---|---|---|---|
| BARCLAYS PLC | 9,754 | +9,754 | $7.4K | +$7.4K | — |
Sold Out(6)
| Manager | Shares | Δ Shares | Value | Δ Value | % Δ |
|---|---|---|---|---|---|
| FLEMING JAMES B JR | 0 | -183,636 | $0 | -$758.4K | — |
| NEW YORK STATE COMMON RETIREMENT FUND | 0 | -220,500 | $0 | -$263.6K | — |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 0 | -221,077 | $0 | -$154.5K | — |
| Royal Bank of Canada | 0 | -5,641 | $0 | -$4.0K | — |
| OSAIC HOLDINGS, INC. | 0 | -2,925 | $0 | -$2.2K | — |
| CWM, LLC | 0 | -6 | $0 | $0 | — |