← All institutions
Institutional Holdings
LARKOwnership Summary
Institutions Holding
73
Total Shares Held
1,962,470
Total Value Held
$60,279,457
Quarter
2026-06-30
Active Positions
Increased Positions
24
842,391 shares
Decreased Positions
17
657,081 shares
Held Positions
12
100,333 shares
New Positions
16
362,665 shares
Sold Out Positions
4
12,817 shares
| Institution | Shares | Value | Change | % of Portfolio | Reported |
|---|---|---|---|---|---|
| BlackRock, Inc. | 349,058 | $10,719,570 | ▲ +90,755 | 0.00% | 2026-06-30 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | 298,861 | $9,178,021 | ▼ -3,577 | 0.01% | 2026-06-30 |
| VANGUARD CAPITAL MANAGEMENT LLC | 211,650 | $6,499,772 | New position | 0.00% | 2026-06-30 |
| DIMENSIONAL FUND ADVISORS LP | 190,378 | $5,847,088 | ▲ +1,438 | 0.00% | 2026-06-30 |
| GEODE CAPITAL MANAGEMENT, LLC | 129,831 | $3,987,918 | ▲ +19,826 | 0.00% | 2026-06-30 |
| KORNITZER CAPITAL MANAGEMENT INC /KS | 114,191 | $3,506,806 | ▼ -1,260 | 0.07% | 2026-06-30 |
| RENAISSANCE TECHNOLOGIES LLC | 62,453 | $1,917,932 | ▼ -3,600 | 0.00% | 2026-06-30 |
| De Lisle Partners LLP | 56,036 | $1,724,008 | Unchanged | 0.19% | 2026-06-30 |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | 52,357 | $1,607,883 | ▲ +1,729 | 0.03% | 2026-06-30 |
| STATE STREET CORP | 49,836 | $1,530,464 | ▼ -360 | 0.00% | 2026-06-30 |
| ROYCE & ASSOCIATES LP | 47,237 | $1,450,648 | New position | 0.01% | 2026-06-30 |
| NORTHERN TRUST CORP | 40,485 | $1,243,294 | ▼ -3,770 | 0.00% | 2026-06-30 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 35,266 | $1,083,019 | New position | 0.00% | 2026-06-30 |
| VANGUARD FIDUCIARY TRUST CO | 34,969 | $1,073,898 | New position | 0.00% | 2026-06-30 |
| Trust Co | 32,073 | $984,947 | ▼ -28,736 | 0.09% | 2026-06-30 |
| CITADEL ADVISORS LLC | 25,599 | $786,145 | ▲ +12,255 | 0.00% | 2026-06-30 |
| Empowered Funds, LLC | 25,154 | $772,479 | ▲ +1,729 | 0.00% | 2026-06-30 |
| OneDigital Investment Advisors LLC | 21,994 | $675,440 | ▼ -2,497 | 0.01% | 2026-06-30 |
| FIRST MANHATTAN CO. LLC. | 20,475 | $628,787 | Unchanged | 0.00% | 2026-06-30 |
| Private Advisor Group, LLC | 16,230 | $498,424 | Unchanged | 0.00% | 2026-06-30 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 15,033 | $461,663 | ▲ +2,652 | 0.00% | 2026-06-30 |
| Bank of New York Mellon Corp | 14,606 | $448,565 | ▲ +663 | 0.00% | 2026-06-30 |
| Sanctuary Advisors, LLC | 11,777 | $361,672 | ▼ -445 | 0.00% | 2026-06-30 |
| CGN Advisors LLC | 11,567 | $355,214 | ▲ +4 | 0.03% | 2026-06-30 |
| GOLDMAN SACHS GROUP INC | 9,550 | $293,281 | ▼ -7,342 | 0.00% | 2026-06-30 |
| HSBC HOLDINGS PLC | 7,167 | $225,044 | New position | 0.00% | 2026-06-30 |
| Nuveen, LLC | 7,194 | $220,928 | New position | 0.00% | 2026-06-30 |
| AQR CAPITAL MANAGEMENT LLC | 7,192 | $220,867 | New position | 0.00% | 2026-06-30 |
| Creative Planning | 6,932 | $212,882 | New position | 0.00% | 2026-06-30 |
| BARCLAYS PLC | 6,076 | $186,594 | ▼ -294 | 0.00% | 2026-06-30 |
| UBS Group AG | 5,336 | $163,868 | ▼ -622 | 0.00% | 2026-06-30 |
| DEUTSCHE BANK AG TAUNUSANLAGE 12 D-60325 | 5,123 | $157,327 | ▲ +1,860 | 0.00% | 2026-06-30 |
| WELLS FARGO & COMPANY/MN | 4,398 | $135,072 | ▲ +2,597 | 0.00% | 2026-06-30 |
| RHUMBLINE ADVISERS | 3,846 | $118,201 | ▲ +321 | 0.00% | 2026-06-30 |
| Keating Financial Advisory Services, Inc. | 3,719 | $114,210 | ▲ +3,052 | 0.02% | 2026-06-30 |
| MORGAN STANLEY | 3,470 | $106,563 | ▼ -490 | 0.00% | 2026-06-30 |
| Russell Investments Group, Ltd. | 3,259 | $100,083 | ▲ +2,439 | 0.00% | 2026-06-30 |
| MetLife Investment Management, LLC | 3,151 | $96,767 | New position | 0.00% | 2026-06-30 |
| NEW YORK STATE COMMON RETIREMENT FUND | 2,625 | $80,614 | Unchanged | 0.00% | 2026-06-30 |
| CITIGROUP INC | 2,432 | $74,687 | ▲ +2,211 | 0.00% | 2026-06-30 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 2,417 | $74,226 | ▲ +164 | 0.00% | 2026-06-30 |
| US BANCORP DE U.S. BANCORP | 2,350 | $72,169 | Unchanged | 0.00% | 2026-06-30 |
| JPMORGAN CHASE & CO | 2,238 | $71,057 | ▲ +235 | 0.00% | 2026-06-30 |
| Vanguard Global Advisers, LLC | 1,634 | $50,180 | New position | 0.00% | 2026-06-30 |
| Police & Firemen's Retirement System of New Jersey | 1,097 | $33,689 | Unchanged | 0.00% | 2026-06-30 |
| Tower Research Capital LLC (TRC) | 784 | $24,077 | ▼ -676 | 0.00% | 2026-06-30 |
| ROYAL BANK OF CANADA | 785 | $24,000 | ▲ +581 | 0.00% | 2026-06-30 |
| JONES FINANCIAL COMPANIES LLLP | 564 | $18,048 | Unchanged | 0.00% | 2026-06-30 |
| Ameritas Investment Partners, Inc. | 487 | $14,956 | Unchanged | 0.00% | 2026-06-30 |
| Legal & General Group Plc | 431 | $13,236 | Unchanged | 0.00% | 2026-06-30 |
| FMR LLC | 328 | $10,073 | ▲ +16 | 0.00% | 2026-06-30 |
| IFP Advisors, Inc | 158 | $4,852 | ▲ +9 | 0.00% | 2026-06-30 |
| COMPASS FINANCIAL MANAGEMENT LLC | 145 | $4,453 | New position | 0.00% | 2026-06-30 |
| Sterling Capital Management LLC | 106 | $3,255 | ▼ -52 | 0.00% | 2026-06-30 |
| Arax Advisory Partners | 98 | $3,010 | New position | 0.00% | 2026-06-30 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | 67 | $2,058 | ▼ -189 | 0.00% | 2026-06-30 |
| PNC Financial Services Group, Inc. | 51 | $1,566 | ▲ +33 | 0.00% | 2026-06-30 |
| GAMMA Investing LLC | 34 | $1,044 | ▲ +12 | 0.00% | 2026-06-30 |
| Integrated Wealth Concepts LLC | 27 | $832 | New position | 0.00% | 2026-06-30 |
| SBI Securities Co., Ltd. | 20 | $614 | Unchanged | 0.00% | 2026-06-30 |
| Essential Partners LLC | 19 | $583 | ▼ -1 | 0.00% | 2026-06-30 |
| Allworth Financial LP | 13 | $400 | ▲ +10 | 0.00% | 2026-06-30 |
| EverSource Wealth Advisors, LLC | 7 | $216 | ▲ +4 | 0.00% | 2026-06-30 |
| Farther Finance Advisors, LLC | 3 | $93 | ▼ -13 | 0.00% | 2026-06-30 |
| Wealth Enhancement Trust Services, Inc. | 1 | $31 | New position | 0.00% | 2026-06-30 |
| ROTHSCHILD INVESTMENT LLC | 1 | $31 | New position | 0.00% | 2026-06-30 |
| True Wealth Design, LLC | 1 | $31 | New position | 0.00% | 2026-06-30 |
| Basecamp Wealth Advisors LLC | 1 | $31 | Unchanged | 0.00% | 2026-06-30 |
| Covestor Ltd | 17 | $1 | Unchanged | 0.00% | 2026-06-30 |
| Fourthstone LLC | 0 | $0 | Sold out | 2026-06-30 | |
| OSAIC HOLDINGS, INC. | 0 | $0 | Sold out | 2026-06-30 | |
| MAI Capital Management | 0 | $0 | Sold out | 2026-06-30 | |
| Root Financial Partners, LLC | 0 | $0 | Sold out | 2026-06-30 |