undamentalytics Newsletter

Aspire-lakewood Holdings, Inc.: which funds bought and sold

Institutions that bought and sold Aspire-lakewood Holdings shares in Q2 2026, from the holdings they reported to the SEC on Form 13F for March 31, 2026 and June 30, 2026.

Between March 31, 2026 and June 30, 2026, 11 institutions that filed 13F reports for both quarters added to or opened positions in Aspire-lakewood Holdings, and 0 cut or closed them. Together they added a net 47K shares, — on what they held at the start of the quarter. 11 opened a new position and 0 sold out entirely.

Bought, Q2 2026 11 institutions, 11 of them new holders Sold, Q2 2026 0 institutions, 0 of them sold out
Net change, all compared +47K shares (—)
Net change, active managers 0 shares (—), 0 bought, 0 sold

Buyers versus sellers

institutions compared, 11
Active managers and hedge funds 0 bought · 0 sold · 0
Index fund managers 3 bought · 0 sold · +31K
Other institutions 8 bought · 0 sold · +16K

Biggest buyers

by change in shares held
Biggest buyers
Institution Change in shares Shares June 30, 2026 Value
Jane Street Group, LLC +15K New position 15K $79,192
Geode Capital Management, LLC Index funds +10K New position 10K $55,931
Vanguard Capital Management LLC Index funds +10K New position 10K $55,579
Vanguard Fiduciary Trust Co Index funds +10K New position 10K $53,833
Crewe Advisors LLC +677 New position 677 $3,616
Tower Research Capital LLC (TRC) +283 New position 283 $1,511
Toronto Dominion Bank +166 New position 166 $886
Crossingbridge Advisors, LLC +20 New position 20 $107
Sbi Securities Co., Ltd. +2 New position 2 $11
Barclays PLC +1 New position 1 $5
UBS Group AG +1 New position 1 $5

Biggest sellers

by change in shares held
Biggest sellers
Institution Change in shares Shares June 30, 2026 Value
No institution cut its holding.

New positions

largest by value
InstitutionSharesValue June 30, 2026
Jane Street Group, LLC 15K $79,192
Geode Capital Management, LLCIndex funds 10K $55,931
Vanguard Capital Management LLCIndex funds 10K $55,579
Vanguard Fiduciary Trust CoIndex funds 10K $53,833
Crewe Advisors LLC 677 $3,616
Tower Research Capital LLC (TRC) 283 $1,511
Toronto Dominion Bank 166 $886
Crossingbridge Advisors, LLC 20 $107
Sbi Securities Co., Ltd. 2 $11
Barclays PLC 1 $5

Sold out

largest by value
InstitutionSharesValue March 31, 2026
No institution sold its whole holding.

Who holds the shares

13F holdings at June 30, 2026
Institutions reporting
11
Ten largest holders
100.0%
of 13F-reported shares
Index fund managers
66.0%
of 13F-reported shares
Active managers and hedge funds
0.0%
of 13F-reported shares
Buying and selling by type of institution, March 31, 2026 to June 30, 2026
TypeBoughtSoldNewSold outNet change in sharesNet %
Active managers and hedge funds 0 0 0 0 0 —
Index fund managers 3 0 3 0 +31K —
Other institutions 8 0 8 0 +16K —

Active managers and hedge funds: a list we maintain of about 400 well-known stock-picking firms and hedge funds, matched by SEC registration number (CIK) and checked against the filer names each quarter. Index fund managers: the large index houses, such as BlackRock, Vanguard, State Street, Geode and Northern Trust. Every other filer (banks, brokers, wealth managers, pension funds, insurers and firms not on the list) counts as another institution. A firm that files under several SEC registrations appears once for each.

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