Institutional ownership from SEC Form 13F filings. Investment managers with more than $100 million in U.S. equities must disclose their positions every quarter, within 45 days of quarter-end, so the holdings shown can lag the market by up to a quarter.
Institutional holdings are being reconciled with SEC filings. Holder totals and changes may be incomplete until reconciliation finishes.
Holders:13
Total Value:$7,726,415
Total Shares:301,225
Holder Concentration
Across 13 13F filers
Top Holder
25.0%
of institutional value
Top 5
77.7%
of institutional value
Top 10
99.6%
of institutional value
HHI
1,521
Moderately concentrated
Who Holds LOFF
Last 1 quarters through Jun 30, 2026
Each kind of 13F filer's share of the common shares 13F filers report. Holder type comes from regulatory
records, never the filer's name; style, turnover and horizon are measured from each filer's own 13F book.
The quarter selector does not change this card.
Jun 30, 2026:
11 filers,
like-for-like change —.
Holder type
Share
Filers
Change
New
Exited
Registered adviser
0.1%
1
new
1
0
Broker-dealer
1.9%
1
new
1
0
Non-US
0.1%
1
new
1
0
Holding company
15.3%
1
new
1
0
Unknown
82.7%
7
new
7
0
Style
Share
Filers
Change
New
Exited
Index-like
15.3%
1
new
1
0
Systematic-like
47.4%
4
new
4
0
Concentrated
22.6%
2
new
2
0
Diversified active
14.7%
4
new
4
0
Turnover
Share
Filers
Change
New
Exited
Low turnover
15.4%
3
new
3
0
High turnover
84.6%
8
new
8
0
Holding horizon
Share
Filers
Change
New
Exited
Short horizon
13.2%
2
new
2
0
Medium horizon
49.9%
5
new
5
0
Long horizon
35.0%
3
new
3
0
Unknown
1.9%
1
new
1
0
13F book size
Share
Filers
Change
New
Exited
Under $1B
0.1%
1
new
1
0
$1B to $10B
70.9%
8
new
8
0
$100B or more
29.1%
2
new
2
0
Client base
Share
Filers
Change
New
Exited
Individuals and high net worth
0.1%
1
new
1
0
Pooled investment vehicles
0.0%
0
—
0
0
Unknown
99.9%
10
new
10
0
Private funds
Share
Filers
Change
New
Exited
Hedge funds
0.0%
0
—
0
0
No private funds
0.1%
1
new
1
0
Unknown
99.9%
10
new
10
0
Location
Share
Filers
Change
New
Exited
United States
69.6%
8
new
8
0
Outside the US
30.4%
3
new
3
0
How the mix is measured
Shares are 13F common shares restated to today's split basis; options and principal amounts are left out.
The change compares only filers with a 13F in both quarters and keeps each filer in its bucket of the later
quarter on both sides; a filer that continues under a new CIK is compared through its successor. Holder type
comes from each filer's current regulatory profile; client base and private funds come from the Form ADV roster
current at each quarter end (rosters from December 2019, so an earlier quarter reads Unknown). Style, turnover, horizon and
book size are measured from each filer's 13F book in the newest measured quarter, and Not measured means none
was. Actively managed books are those measured systematic-like, concentrated or diversified active.
Conviction and Crowding
11 13F filers, quarter ended Jun 30, 2026
Measured across every 13F filer's common-share book once the quarter's filing window closed. Crowding counts
filers with high turnover or that advise private funds on Form ADV.
Conviction holders
0
0.000% of filers hold it in their top 10
Holders above 5%
0
median weight —
Crowding
—
shares outstanding is an issuer-wide count, not one listing's
Private-fund advisers
—
of shares outstanding
Institutional ownership
—
shares outstanding is an issuer-wide count, not one listing's
Top 10 holders
99.9%
of 13F shares, Herfindahl 0.166
Active holders
—
like-for-like share change of active filers
5% stakes on record
0
0 13D, 0 13G
Managers in the top fifth by current three-year FundScore alpha were net
buyers of $0
(0 buying, 0 selling).
