LDDR

Lifex 2035 Income Bucket ETFETF$75.55 0.14%
UnclassifiedCUSIP 86172A249· EOD Sep 11, 2026

Among active 13F managers last quarter, 1 opened and 1 added, while none reduced or exited; the largest holder to move was Barrett & Company, Inc. (+13%).

Tracked 13F holders
7
2 in Q2 2026 filings
13F value (tracked)
$6.0M
13F moves · latest Q
2 added
0 reduced

Price & smart-money activity

$75.55 0.14%2Y +816.8%
$1.54$25.61$49.69$73.76$97.83Jan 2025MaySepJan 2026MaySep
Hover for who · click for detailEnd-of-day closing prices52w $75.55 – $86.18

Who owns LDDR?

7 tracked 13F filers · ranked by shares held

7 tracked 13F filers disclose a position in LDDR as of the latest SEC 13F filings, a combined $6.0M 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.

#FundSharesPosition valueLast moveAs ofHistory
1Barrett & Company, Inc.18K
$1.4M
+13%
Added · +2K sh
Q2 2026
2CWM, LLC17K
$1.4M
+0.3%
Added · +61 sh
Q1 2026
3Susquehanna International Group, LLP17K
$1.4M
+162%
Added · +11K sh
Q1 2026
4Demming Financial Services Corp15K
$1.2M
Held
Q2 2026
5Jane Street Group, LLC4K
$326K
−80%
Reduced · −16K sh
Q1 2026
6Citadel Advisors LLC4K
$309K
New
+4K sh
Q2 2026
7UBS Group AG14
$1K
New
+14 sh
Q1 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.

Is LDDR being bought or sold by institutions?

Last quarter, 1 fund opened a new position in LDDR and 1 added to an existing one, while none reduced or exited. Based on 13F filings from active, signal-eligible managers (passive index funds and other mechanical holders are excluded from this count).

Opened
1
fund took a first position
Added
1
added to an existing position
Biggest moves · ranked by size of the change, positions above a floor

Funds that own LDDR also own

CompanyCo-held byTheir position there
Amazon.com IncAMZN3 funds$2.6B
Nvidia CorpNVDA3 funds$2.4B
Apple IncAAPL3 funds$2.1B
Microsoft CorpMSFT3 funds$1.4B
Alphabet Inc-CL AGOOGL3 funds$1.1B
Tesla IncTSLA3 funds$516.3M
Procter & Gamble CoPG3 funds$427.6M
Johnson & JohnsonJNJ3 funds$383.8M
RTX CorpRTX3 funds$362.5M
Cisco Systems IncCSCO3 funds$342.4M
SS SPDR S&P 500 ETF Trust-USSPY3 funds$333.9M
Parker Hannifin CorpPH3 funds$279.5M

Ranked by how many of LDDR's tracked holders also hold each name. The last column is those co-holders' combined reported position in that name, not in LDDR.

Institutional ownership over time

2 tracked filers in Q2 2026 filingsstill filing
036Q1 2025Q2 2025Q3 2025Q4 2025Q1 2026Q2 2026
tracked filers holding their reported valueQ2 2026 filings so far: $2.6M
Each bar counts tracked filers with a position in that quarter's filings, so the newest bar excludes filers still on an earlier quarter. Arkolith's tracked universe has grown over this window; part of any long-run rise is coverage, not new buyers.

Recent filings

1 most recent

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Connected entities for LDDR

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Ask your agent what changed in LDDR

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.

Copy-paste
curl -H "Authorization: Bearer YOUR_API_KEY" \
  "https://arkolith.com/api/v1/stocks/LDDR/capital-change-brief"
Ask your agent
Use Arkolith's capital_change_brief for LDDR.
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 LDDR. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.