15 tracked 13F filers disclose a position in LDRC as of the latest SEC 13F filings, a combined $66.3M 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 | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | HM PAYSON & CO | $48.8M | 1.9M | ▲+56% Added · +692K sh | Q1 2026 | |
| 2 | Gilbert Capital Group, Inc. | $4.3M | 171K | ▲New +171K sh | Q2 2026 | |
| 3 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $3.4M | 134K | ▲New +134K sh | Q1 2026 | |
| 4 | HighTower Advisors, LLC | $3.2M | 126K | ▲+1.0% Added · +1K sh | Q1 2026 | |
| 5 | CGN Advisors LLC | $3.0M | 119K | ▲+2.1% Added · +2K sh | Q2 2026 | |
| 6 | SteelPeak Wealth, LLC | $1.2M | 46K | ▲+228% Added · +32K sh | Q2 2026 | |
| 7 | Integrated Wealth Concepts LLC | $1.0M | 41K | ▲+1.1% Added · +441 sh | Q2 2026 | |
| 8 | Spinnaker Investment Group, LLC | $632K | 25K | ▲+28% Added · +5K sh | Q2 2026 | |
| 9 | CITADEL ADVISORS LLC | $279K | 11K | ▲New +11K sh | Q1 2026 | |
| 10 | INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | $178K | 7K | —Held | Q2 2026 | |
| 11 | BANK OF MONTREAL /CAN/ | $141K | 6K | ▲New +6K sh | Q1 2026 | |
| 12 | WELLS FARGO & COMPANY/MN | $137K | 5K | ▲+790% Added · +5K sh | Q1 2026 | |
| 13 | Advisory Services Network, LLC | $48K | 2K | ▲New +2K sh | Q1 2026 | |
| 14 | MORGAN STANLEY | $23K | 895 | —Held | Q1 2026 | |
| 15 | Clearstead Trust, LLC | $19K | 765 | —Held | 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, 3 funds opened a new position in LDRC and 3 added to an existing one, while 0 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 |
|---|---|---|
| ISHARES CORE S&P 500 ETFIVV | 8 funds | $2.9B |
| APPLE INCAAPL | 8 funds | $2.1B |
| BROADCOM INCAVGO | 8 funds | $1.5B |
| ALPHABET INC-CL AGOOGL | 8 funds | $1.1B |
| JOHNSON & JOHNSONJNJ | 8 funds | $598.5M |
| SS SPDR S&P 500 ETF TRUST-USSPY | 8 funds | $426.7M |
| EXXONMOBIL HOLDINGS CORPXOM | 8 funds | $327.8M |
| ABBVIE INCABBV | 8 funds | $273.9M |
| BANK OF NEW YORK MELLON CORPBNY | 8 funds | $236.1M |
| ISHARES CORE MSCI EMERGINGIEMG | 8 funds | $105.5M |
| NVIDIA CORPNVDA | 7 funds | $3.9B |
| AMAZON.COM INCAMZN | 7 funds | $2.1B |
Ranked by how many of LDRC's institutional holders also hold each name, a cross-fund conviction signal.
| Class | 13F holders | Value held |
|---|---|---|
| LMUBmc | 155 funds | $1.6B |
| IBDZmc | 115 funds | $585.8M |
| IBMSmc | 106 funds | $224.6M |
| TOPTmc | 95 funds | $177.9M |
| IBCAmc | 82 funds | $194.0M |
| IBMTmc | 68 funds | $71.2M |
| IBTPmc | 61 funds | $200.1M |
| MAXJmc | 48 funds | $74.1M |
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 LDRC
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/LDRC/capital-change-brief"
Use Arkolith's capital_change_brief for LDRC. 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 LDRC. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.