The public view is the crawlable proof. The same sourced dataset is available through REST and MCP for agents, research scripts, and back-office tools.
This stock page is the Follow view. The Build view lets your agent query LDP owners, fund changes, insider filings, and source links through REST or MCP.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/stocks/LDP"
Use Arkolith to show who owns LDP, which funds added or reduced it, and which SEC filings prove each claim.
| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | Chicago Partners Investment Group LLC | $9.2M | 438K | ▼−2.4% Reduced · −11K sh | Q1 2026 | |
| 2 | NewEdge Wealth, LLC | $3.9M | 195K | ▼−8.8% Reduced · −19K sh | Q1 2026 | |
| 3 | Pinnacle Financial Partners, Inc. | $3.3M | 167K | ▲+0.9% Added · +1K sh | Q1 2026 | |
| 4 | Sanctuary Advisors, LLC | $2.4M | 121K | ▲+14% Added · +15K sh | Q1 2026 | |
| 5 | Advisors Asset Management, Inc. | $1.7M | 83K | ▲New +83K sh | Q1 2026 | |
| 6 | Atria Investments, Inc | $1.5M | 73K | ▲+40% Added · +21K sh | Q1 2026 | |
| 7 | OPPENHEIMER & CO INC | $1.3M | 63K | ▲+1.5% Added · +906 sh | Q1 2026 | |
| 8 | MAI Capital Management | $1.2M | 58K | ▼−0.1% Reduced · −45 sh | Q1 2026 | |
| 9 | Beacon Pointe Advisors, LLC | $1.1M | 56K | ▲+8.0% Added · +4K sh | Q1 2026 | |
| 10 | Fiera Capital Corp | $1.1M | 56K | ▼−3.5% Reduced · −2K sh | Q1 2026 | |
| 11 | Lido Advisors, LLC | $827K | 41K | —Held | Q1 2026 | |
| 12 | Wealthcare Advisory Partners LLC | $802K | 40K | ▲+15% Added · +5K sh | Q1 2026 | |
| 13 | KESTRA PRIVATE WEALTH SERVICES, LLC | $559K | 28K | ▲+38% Added · +8K sh | Q1 2026 | |
| 14 | READYSTATE ASSET MANAGEMENT LP | $533K | 27K | ▲New +27K sh | Q1 2026 | |
| 15 | Pathstone Holdings, LLC | $478K | 24K | ▲+103% Added · +12K sh | Q1 2026 | |
| 16 | CHOREO, LLC | $349K | 17K | ▼−13% Reduced · −3K sh | Q1 2026 | |
| 17 | Caprock Group, LLC | $300K | 15K | —Held | Q1 2026 | |
| 18 | Prospera Financial Services Inc | $266K | 13K | —Held | Q1 2026 | |
| 19 | Kestra Advisory Services, LLC | $258K | 13K | ▼−31% Reduced · −6K sh | Q1 2026 | |
| 20 | NewEdge Advisors, LLC | $25K | 1K | —Held | Q1 2026 | |
| 21 | Sound Income Strategies, LLC | $22K | 1K | ▲+38% Added · +306 sh | Q1 2026 | |
| 22 | IFP Advisors, Inc | $10K | 500 | —Held | Q1 2026 | |
| 23 | CWM, LLC | $2K | 100 | —Held | Q1 2026 | |
| 24 | HUNTINGTON NATIONAL BANK | $1K | 66 | ▼−33% Reduced · −33 sh | Q1 2026 | |
| 25 | WHITTIER TRUST CO OF NEVADA INC | $702 | 34 | ▲New +34 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.
| Date | Insider | Role | Action | Shares | Value |
|---|---|---|---|---|---|
| Jul 6, 2023 | Rogers-Windsor Ramona Lynn | Director | Buy (P) | 125 | $2K |
| Company | Co-held by | Combined value |
|---|---|---|
| MICROSOFT CORPMSFT | 30 funds | $9.5B |
| ALPHABET INC-CL AGOOGL | 30 funds | $6.9B |
| BROADCOM INCAVGO | 30 funds | $4.0B |
| META PLATFORMS INC-CLASS AMETA | 30 funds | $3.0B |
| JOHNSON & JOHNSONJNJ | 30 funds | $2.4B |
| CHEVRON CORPCVX | 30 funds | $1.6B |
| HOME DEPOT INCHD | 30 funds | $1.4B |
| INTL BUSINESS MACHINES CORPIBM | 30 funds | $861.4M |
| SHERWIN-WILLIAMS CO/THESHW | 30 funds | $855.4M |
| GENERAL ELECTRICGE | 30 funds | $838.4M |
| BLACKROCK INCBLK | 30 funds | $623.0M |
| KLA CORPKLAC | 30 funds | $485.6M |
Ranked by how many of LDP's institutional holders also hold each name, a cross-fund conviction signal. Via the MCP server (ticker.co_held).
13F holdings + Form 4 insider transactions + end-of-day price history + the live filing stream, joined for LDP. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes. Every panel above is one call to the Arkolith API & MCP server.