Among active 13F managers last quarter, 1 opened and 1 reduced; the largest holder to move was Gilbert Capital Group, Inc. (−18%).
8 tracked 13F filers disclose a position in LDRI as of the latest SEC 13F filings, a combined $5.1M 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 | HighTower Advisors, LLC | 73K | $1.9M | ▲+12% Added · +8K sh | Q1 2026 | |
| 2 | Davenport & Co LLC | 40K | $1.0M | ▲+343% Added · +31K sh | Q2 2026 | |
| 3 | Treasure Coast Financial Planning | 32K | $809K | ▼−15% Reduced · −5K sh | Q2 2026 | |
| 4 | Gilbert Capital Group, Inc. | 22K | $572K | ▼−18% Reduced · −5K sh | Q2 2026 | |
| 5 | Creative Planning | 16K | $400K | ▼−8.3% Reduced · −1K sh | Q1 2026 | |
| 6 | Integrated Wealth Concepts LLC | 15K | $393K | ▲+15% Added · +2K sh | Q2 2026 | |
| 7 | Advisory Services Network, LLC | 200 | $5K | ▲New +200 sh | Q1 2026 | |
| 8 | SHP Wealth Management | 28 | $725 | ▲New +28 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, 1 fund opened a new position in LDRI, while 1 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 | 2 funds | $224.3M |
| Ishares Core S&P 500 ETFIVV | 2 funds | $179.8M |
| Quanta Services IncPWR | 2 funds | $126.4M |
| SS SPDR S&P 500 ETF Trust-USSPY | 2 funds | $123.0M |
| Alphabet Inc-CL AGOOGL | 2 funds | $77.0M |
| Broadcom IncAVGO | 2 funds | $71.3M |
| ExxonMobil Holdings CorpXOM | 2 funds | $47.1M |
| Ishares Core S&P Midcap ETFIJH | 2 funds | $31.8M |
| Invesco S&P 500 Equal WeightRSP | 2 funds | $30.6M |
| Abbvie IncABBV | 2 funds | $26.7M |
| Ishares Core Msci EmergingIEMG | 2 funds | $24.4M |
| Johnson & JohnsonJNJ | 2 funds | $21.8M |
Ranked by how many of LDRI's tracked holders also hold each name. The last column is those co-holders' combined reported position in that name, not in LDRI.
| Class | 13F holders | Value held |
|---|---|---|
| LMUBmc | 157 funds | $1.6B |
| IBDZmc | 116 funds | $592.6M |
| IBMSmc | 108 funds | $225.6M |
| TOPTmc | 94 funds | $179.9M |
| IBCAmc | 82 funds | $192.1M |
| IBMTmc | 68 funds | $71.5M |
| IBTPmc | 60 funds | $211.0M |
| MAXJmc | 47 funds | $73.5M |
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 LDRI
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/LDRI/capital-change-brief"
Use Arkolith's capital_change_brief for LDRI. 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 LDRI. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.