Among active 13F managers last quarter, 11 opened and 17 added, while 9 reduced; the largest holder to move was Atria Investments, Inc (−18%).
89 tracked 13F filers disclose a position in ILDR as of the latest SEC 13F filings, a combined $193.3M in reported value. Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.
| # | Fund | Shares | Position value | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | LPL Financial LLC | 1.7M | $49.7M | ▼−1.6% Reduced · −28K sh | Q1 2026 | |
| 2 | Cetera Investment Advisers | 273K | $8.1M | ▲+142% Added · +160K sh | Q1 2026 | |
| 3 | Mariner, LLC | 240K | $7.2M | ▼−8.0% Reduced · −21K sh | Q1 2026 | |
| 4 | AssetMark, Inc | 234K | $9.2M | ▲+0.5% Added · +1K sh | Q2 2026 | |
| 5 | Atria Investments, Inc | 197K | $7.7M | ▼−18% Reduced · −43K sh | Q2 2026 | |
| 6 | HBW Advisory Services LLC | 171K | $6.7M | ▲+16% Added · +23K sh | Q2 2026 | |
| 7 | Osaic Holdings, Inc. | 127K | $3.8M | ▼−4.7% Reduced · −6K sh | Q1 2026 | |
| 8 | Envestnet Asset Management Inc | 126K | $3.8M | ▲+34% Added · +32K sh | Q1 2026 | |
| 9 | Harbour Investments, Inc. | 120K | $3.6M | ▲+471% Added · +99K sh | Q1 2026 | |
| 10 | Patriot Financial Group Insurance Agency, LLC | 116K | $4.6M | ▼−50% Reduced · −117K sh | Q2 2026 | |
| 11 | Kestra Private Wealth Services, LLC | 116K | $4.5M | ▼−2.9% Reduced · −3K sh | Q2 2026 | |
| 12 | Maia Wealth LLC | 111K | $4.3M | ▲+25% Added · +22K sh | Q2 2026 | |
| 13 | Mach-1 Financial Group, LLC | 105K | $4.1M | ▼−15% Reduced · −19K sh | Q2 2026 | |
| 14 | Wealth Watch Advisors, INC | 102K | $4.0M | ▲+38% Added · +28K sh | Q2 2026 | |
| 15 | Sanctuary Advisors, LLC | 97K | $3.8M | ▼−3.2% Reduced · −3K sh | Q2 2026 | |
| 16 | Geneos Wealth Management Inc. | 94K | $3.7M | ▲+3.4% Added · +3K sh | Q2 2026 | |
| 17 | Stifel Financial Corp | 83K | $2.5M | ▲New +83K sh | Q1 2026 | |
| 18 | Merkkuri Wealth Advisors LLC | 81K | $3.2M | ▲+18% Added · +12K sh | Q2 2026 | |
| 19 | Jane Street Group, LLC | 80K | $2.4M | ▲+490% Added · +66K sh | Q1 2026 | |
| 20 | Farther Finance Advisors, LLC | 79K | $2.4M | ▲+139% Added · +46K sh | Q1 2026 | |
| 21 | U.S. Capital Wealth Advisors, LLC | 76K | $2.3M | ▼−2.3% Reduced · −2K sh | Q1 2026 | |
| 22 | Arax Advisory Partners | 73K | $2.9M | ▲483× Added · +73K sh | Q2 2026 | |
| 23 | Maridea Wealth Management LLC | 73K | $2.9M | ▼−5.1% Reduced · −4K sh | Q2 2026 | |
| 24 | Prairie Advisory, LLC | 65K | $2.5M | ▲New +65K sh | Q2 2026 | |
| 25 | Kestra Advisory Services, LLC | 64K | $2.5M | ▼−6.0% Reduced · −4K sh | Q2 2026 |
Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.
Last quarter, 11 funds opened a new position in ILDR and 17 added to an existing one, while 9 reduced. Based on 13F filings from active, signal-eligible managers (passive index funds and other mechanical holders are excluded from this count).
| Company | Co-held by | Their position there |
|---|---|---|
| Apple IncAAPL | 44 funds | $7.5B |
| Nvidia CorpNVDA | 44 funds | $6.7B |
| Amazon.com IncAMZN | 44 funds | $4.8B |
| Microsoft CorpMSFT | 44 funds | $4.1B |
| Alphabet Inc-CL AGOOGL | 44 funds | $3.0B |
| Broadcom IncAVGO | 44 funds | $2.8B |
| Eli Lilly & CoLLY | 44 funds | $2.3B |
| JPMorgan Chase & CoJPM | 44 funds | $2.0B |
| Advanced Micro DevicesAMD | 44 funds | $1.6B |
| Tesla IncTSLA | 44 funds | $1.3B |
| SS SPDR S&P 500 ETF Trust-USSPY | 43 funds | $2.9B |
| Alphabet Inc-CL CGOOG | 43 funds | $2.3B |
Ranked by how many of ILDR's tracked holders also hold each name. The last column is those co-holders' combined reported position in that name, not in ILDR.
| Class | 13F holders | Value held |
|---|---|---|
| BUFRmc | 501 funds | $7.5B |
| FIXDmc | 294 funds | $2.6B |
| UCONmc | 256 funds | $2.7B |
| FFEBmc | 166 funds | $358.0M |
| FAUGmc | 165 funds | $241.3M |
| FJANmc | 147 funds | $372.5M |
| EIPImc | 144 funds | $354.3M |
| FMAYmc | 143 funds | $294.3M |
Same issuer, multiple share classes. The consensus leaderboards count this company once across all classes; this is the per-class detail.
No filings captured for this ticker in the live stream yet.
Connected entities for ILDR
This ETF page is the public Follow view. For one current, evidence-backed answer, use capital_change_brief through REST or MCP. It compares tracked 13F changes with qualifying Form 4 activity and cites the SEC evidence.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/stocks/ILDR/capital-change-brief"
Use Arkolith's capital_change_brief for ILDR. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
13F holdings + quarter-over-quarter ownership changes + end-of-day price history + the live filing stream, joined for ILDR. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.