76 tracked 13F filers disclose a position in LDP as of the latest SEC 13F filings, a combined $151.6M 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 | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | MORGAN STANLEY | $40.8M | 2.0M | ▲+3.8% Added · +75K sh | Q1 2026 | |
| 2 | UBS Group AG | $27.7M | 1.4M | ▲+0.6% Added · +8K sh | Q1 2026 | |
| 3 | Chicago Partners Investment Group LLC | $9.7M | 469K | ▲+7.0% Added · +31K sh | Q2 2026 | |
| 4 | RAYMOND JAMES FINANCIAL INC | $7.3M | 365K | ▼−9.6% Reduced · −39K sh | Q1 2026 | |
| 5 | Sanctuary Advisors, LLC | $6.3M | 295K | ▲+144% Added · +174K sh | Q2 2026 | |
| 6 | Atria Investments, Inc | $5.2M | 246K | ▲+238% Added · +173K sh | Q2 2026 | |
| 7 | ROYAL BANK OF CANADA | $4.4M | 222K | ▼−5.2% Reduced · −12K sh | Q1 2026 | |
| 8 | BANK OF AMERICA CORP /DE/ | $3.5M | 177K | ▼−3.5% Reduced · −7K sh | Q1 2026 | |
| 9 | GREATMARK INVESTMENT PARTNERS, INC. | $3.6M | 168K | ▼−1.5% Reduced · −3K sh | Q2 2026 | |
| 10 | Pinnacle Financial Partners, Inc. | $3.3M | 167K | ▲+0.9% Added · +1K sh | Q1 2026 | |
| 11 | LPL Financial LLC | $3.0M | 152K | ▲+3.2% Added · +5K sh | Q1 2026 | |
| 12 | Rareview Capital LLC | $3.1M | 146K | ▲+9.7% Added · +13K sh | Q2 2026 | |
| 13 | Baird Financial Group, Inc. | $2.9M | 145K | ▲+1.8% Added · +3K sh | Q1 2026 | |
| 14 | ENVESTNET ASSET MANAGEMENT INC | $2.7M | 137K | ▼−14% Reduced · −22K sh | Q1 2026 | |
| 15 | NewEdge Wealth, LLC | $2.5M | 117K | ▼−40% Reduced · −78K sh | Q2 2026 | |
| 16 | Advisors Asset Management, Inc. | $1.7M | 83K | ▲New +83K sh | Q1 2026 | |
| 17 | Oder Investment Management, LLC | $1.5M | 72K | ▲+9.6% Added · +6K sh | Q1 2025 | |
| 18 | GUGGENHEIM CAPITAL LLC | $1.3M | 67K | ▲+82% Added · +30K sh | Q1 2026 | |
| 19 | OPPENHEIMER & CO INC | $1.3M | 63K | ▼−0.1% Reduced · −50 sh | Q2 2026 | |
| 20 | WELLS FARGO & COMPANY/MN | $1.2M | 60K | ▼−15% Reduced · −11K sh | Q1 2026 | |
| 21 | MAI Capital Management | $1.2M | 58K | ▼−0.1% Reduced · −45 sh | Q1 2026 | |
| 22 | Fiera Capital Corp | $1.2M | 57K | ▲+2.7% Added · +2K sh | Q2 2026 | |
| 23 | Beacon Pointe Advisors, LLC | $1.1M | 56K | ▲+8.0% Added · +4K sh | Q1 2026 | |
| 24 | Rockefeller Capital Management L.P. | $1.1M | 53K | ▼−6.9% Reduced · −4K sh | Q1 2026 | |
| 25 | OSAIC HOLDINGS, INC. | $1.0M | 53K | ▼−3.1% Reduced · −2K 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.
Last quarter, 8 funds opened a new position in LDP and 13 added to an existing one, while 6 reduced and 0 exited entirely — 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 | Combined value |
|---|---|---|
| MICROSOFT CORPMSFT | 32 funds | $3.6B |
| APPLE INCAAPL | 31 funds | $3.7B |
| AMAZON.COM INCAMZN | 31 funds | $2.8B |
| BROADCOM INCAVGO | 31 funds | $1.1B |
| ALPHABET INC-CL AGOOGL | 30 funds | $4.1B |
| SS SPDR S&P 500 ETF TRUST-USSPY | 30 funds | $1.7B |
| HOME DEPOT INCHD | 30 funds | $478.6M |
| CHEVRON CORPCVX | 30 funds | $452.8M |
| NVIDIA CORPNVDA | 29 funds | $3.1B |
| INVESCO QQQ TRUST SERIES 1QQQ | 29 funds | $1.6B |
| META PLATFORMS INC-CLASS AMETA | 29 funds | $1.1B |
| JPMORGAN CHASE & COJPM | 29 funds | $885.7M |
Ranked by how many of LDP's institutional holders also hold each name, a cross-fund conviction signal.
Connected entities for LDP
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/LDP/capital-change-brief"
Use Arkolith's capital_change_brief for LDP. 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 LDP. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.