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LFC Holdings Changes image
This page summarizes the LFC holdings changes quarter over quarter among those 13F filers that have reported for the 6/30/2022 period, comparing share count change from 3/31/2022 to 6/30/2022. Share count is compared over these two periods to provide an indication of whether LFC is being accumulated or sold by institutions that file their holdings via 13F filings (and as always, when considering this data it is important to be mindful of the long only reporting requirement).
Filer3/31/2022
 Share Count 
6/30/2022
 Share Count 
Change% Change
13F Filers Increasing LFC Share Count
Lindbrook Capital LLC 669 7,841 +7,172 +1072.05%
Morgan Stanley 212,849 1,330,470 +1,117,621 +525.08%
Rockefeller Capital Management L.P. 91 393 +302 +331.87%
Cerity Partners LLC 16,734 72,240 +55,506 +331.70%
Simplex Trading LLC 12,773 34,923 +22,150 +173.41%
Jane Street Group LLC 39,296 91,963 +52,667 +134.03%
US Bancorp DE 12,676 27,969 +15,293 +120.65%
O Shaughnessy Asset Management LLC 103,798 210,383 +106,585 +102.69%
Parallel Advisors LLC 8,130 15,209 +7,079 +87.07%
Renaissance Technologies LLC 180,000 334,400 +154,400 +85.78%
Veriti Management LLC 35,528 64,191 +28,663 +80.68%
Eagle Bluffs Wealth Management LLC 49,447 88,767 +39,320 +79.52%
Quadrant Capital Group LLC 9,463 16,843 +7,380 +77.99%
Bank of America Corp DE 77,104 131,591 +54,487 +70.67%
Corient Capital Partners LLC 10,546 15,728 +5,182 +49.14%
JFS Wealth Advisors LLC 496 731 +235 +47.38%
First Trust Advisors LP 288,552 387,950 +99,398 +34.45%
FMR LLC 36,651 49,034 +12,383 +33.79%
Profund Advisors LLC 89,093 116,700 +27,607 +30.99%
BlackRock Inc. 936,179 1,215,811 +279,632 +29.87%
JustInvest LLC 22,909 28,151 +5,242 +22.88%
Ethic Inc. 126,729 155,215 +28,486 +22.48%
CAPROCK Group Inc. 18,637 22,184 +3,547 +19.03%
Guggenheim Capital LLC 86,049 98,927 +12,878 +14.97%
American Century Companies Inc. 230,607 260,569 +29,962 +12.99%
BNP Paribas Arbitrage SA 3,662 4,107 +445 +12.15%
Marquette Asset Management LLC 63 70 +7 +11.11%
ExodusPoint Capital Management LP 14,354 15,799 +1,445 +10.07%
Global Retirement Partners LLC 298 327 +29 +9.73%
State Street Corp 21,443 22,950 +1,507 +7.03%
Ameriprise Financial Inc. 95,164 100,001 +4,837 +5.08%
Stifel Financial Corp 98,791 103,577 +4,786 +4.84%
Legacy Wealth Asset Management LLC 47,997 50,151 +2,154 +4.49%
OneAscent Wealth Management LLC 17,752 18,453 +701 +3.95%
OneAscent Financial Services LLC 14,036 14,376 +340 +2.42%
Crossmark Global Holdings Inc. 1,199,151 1,208,937 +9,786 +0.82%
Wells Fargo & Company MN 1,004 1,005 +1 +0.10%
13F Filers Reporting New Positions In LFC
Proequities Inc. 0 0 UNCH 100%
JPMorgan Chase & Co. 0 75,759 +75,759 +100%
Citigroup Inc. 0 790 +790 +100%
UMB Bank N A MO 0 223 +223 +100%
Greenleaf Trust 0 52,883 +52,883 +100%
SG Americas Securities LLC 0 33,777 +33,777 +100%
Marshall Wace LLP 0 169,992 +169,992 +100%
Ballentine Partners LLC 0 11,655 +11,655 +100%
Atlas Capital Advisors LLC 0 65,812 +65,812 +100%
OLD Mission Capital LLC 0 306,272 +306,272 +100%
Mizuho Securities Co. Ltd. 0 2,400 +2,400 +100%
Healthcare of Ontario Pension Plan Trust Fund 0 519,157 +519,157 +100%
Allworth Financial LP 0 311 +311 +100%
Eqis Capital Management Inc. 0 171,916 +171,916 +100%
West Family Investments Inc. 0 44,809 +44,809 +100%
JJJ Advisors Inc. 0 1,066 +1,066 +100%
Sequoia Financial Advisors LLC 0 12,772 +12,772 +100%
Boston Private Wealth LLC 0 16,099 +16,099 +100%
Maven Securities LTD 0 40,000 +40,000 +100%
Glassman Wealth Services 0 1,573 +1,573 +100%
AE Wealth Management LLC 0 43,070 +43,070 +100%
Ritholtz Wealth Management 0 49,735 +49,735 +100%
Financial Gravity Asset Management Inc. 0 171 +171 +100%
Henry James International Management Inc. 0 47,736 +47,736 +100%
Bell Investment Advisors Inc 0 483 +483 +100%
Schubert & Co 0 140 +140 +100%
13F Filers With Unchanged Share Count
Huntington National Bank 1 1 UNCH 0.00%
Strs Ohio 517,000 517,000 UNCH 0.00%
Royal Bank of Canada 1,675 1,675 UNCH 0.00%
Employees Retirement System of Texas 53,300 53,300 UNCH 0.00%
AdvisorNet Financial Inc 2,353 2,353 UNCH 0.00%
Migdal Insurance & Financial Holdings Ltd. 25,058 25,058 UNCH 0.00%
IFP Advisors Inc 703 703 UNCH 0.00%
Patriot Financial Group Insurance Agency LLC 512 512 UNCH 0.00%
Strategic Asset Management LLC 435 435 UNCH 0.00%
13F Filers Decreasing LFC Share Count
CWM LLC 2,412 594 -1,818 -75.37%
Fieldpoint Private Securities LLC 11,160 3,345 -7,815 -70.03%
Prelude Capital Management LLC 164,747 64,281 -100,466 -60.98%
SRS Capital Advisors Inc. 551 224 -327 -59.35%
Steward Partners Investment Advisory LLC 1,417 683 -734 -51.80%
Goldman Sachs Group Inc. 306,456 162,332 -144,124 -47.03%
Tower Research Capital LLC TRC 19,604 10,643 -8,961 -45.71%
Wetherby Asset Management Inc. 26,625 15,895 -10,730 -40.30%
Credit Suisse AG 1,534,149 1,024,241 -509,908 -33.24%
UBS Group AG 88,366 64,291 -24,075 -27.24%
Connor Clark & Lunn Investment Management Ltd. 210,908 162,364 -48,544 -23.02%
Signaturefd LLC 15,882 12,503 -3,379 -21.28%
Northern Trust Corp 183,854 145,342 -38,512 -20.95%
Citadel Advisors LLC 167,664 133,351 -34,313 -20.47%
Dimensional Fund Advisors LP 1,382,261 1,114,719 -267,542 -19.36%
Schonfeld Strategic Advisors LLC 34,900 28,300 -6,600 -18.91%
Barclays PLC 27,975 23,148 -4,827 -17.25%
EverSource Wealth Advisors LLC 232 198 -34 -14.66%
Mirae Asset Global Investments Co. Ltd. 98,046 83,785 -14,261 -14.55%
The PNC Financial Services Group Inc. 8,011 6,937 -1,074 -13.41%
Cubist Systematic Strategies LLC 90,132 79,345 -10,787 -11.97%
Franklin Resources Inc. 16,127 14,488 -1,639 -10.16%
Arrowstreet Capital Limited Partnership 5,342,581 4,916,262 -426,319 -7.98%
LPL Financial LLC 11,493 10,589 -904 -7.87%
Northwestern Mutual Wealth Management Co. 16,341 15,222 -1,119 -6.85%
Invesco Ltd. 44,118 41,173 -2,945 -6.68%
Advisor Group Holdings Inc. 9,190 8,888 -302 -3.29%
Advisors Asset Management Inc. 51,011 49,585 -1,426 -2.80%
Raymond James & Associates 38,889 38,215 -674 -1.73%
Yousif Capital Management LLC 23,054 22,889 -165 -0.72%
Comerica Bank 23,195 23,030 -165 -0.71%
Manchester Financial Inc. 11,535 11,485 -50 -0.43%
Envestnet Asset Management Inc. 98,605 98,604 -1 -0.00%
13F Filers Exiting LFC
Tcwp LLC 1,310 0 -1,310 -100.00%
Aaron Wealth Advisors 71,497 0 -71,497 -100.00%
Qube Research & Technologies Ltd 133,009 0 -133,009 -100.00%
Pinnacle Wealth Planning Services Inc. 13,718 0 -13,718 -100.00%
Trexquant Investment LP 27,771 0 -27,771 -100.00%
LMR Partners LLP 295,282 0 -295,282 -100.00%
Prospera Financial Services Inc 462 0 -462 -100.00%
Virtu Financial LLC 13,045 0 -13,045 -100.00%
Fox Run Management L.L.C. 10,007 0 -10,007 -100.00%
Quantbot Technologies LP 1,500 0 -1,500 -100.00%
Freestone Capital Holdings LLC 61,379 0 -61,379 -100.00%
Susquehanna International Group LLP 50,029 0 -50,029 -100.00%
Millennium Management LLC 47,445 0 -47,445 -100.00%
Evergreen Capital Management LLC 11,506 0 -11,506 -100.00%
Credit Agricole S A 5,675 0 -5,675 -100.00%
Group One Trading L.P. 1,983 0 -1,983 -100.00%
PDS Planning Inc 12,198 0 -12,198 -100.00%
Augustine Asset Management Inc. 14,361 0 -14,361 -100.00%
Vanguard Group Inc. 26,798 0 -26,798 -100.00%

See Summary: Institutional Holders of LFC
See Details: Top 10 Hedge Funds Holding LFC

LFC Holdings Changes | www.HoldingsChannel.com

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