8 tracked 13F filers disclose a position in LDRI as of the latest SEC 13F filings, a combined $5.3M 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 | HighTower Advisors, LLC | $1.9M | 73K | ▲+12% Added · +8K sh | Q1 2026 | |
| 2 | DAVENPORT & Co LLC | $1.0M | 40K | ▲+343% Added · +31K sh | Q2 2026 | |
| 3 | Treasure Coast Financial Planning | $809K | 32K | ▼−15% Reduced · −5K sh | Q2 2026 | |
| 4 | Gilbert Capital Group, Inc. | $572K | 22K | ▼−18% Reduced · −5K sh | Q2 2026 | |
| 5 | Creative Planning | $400K | 16K | ▼−8.3% Reduced · −1K sh | Q1 2026 | |
| 6 | Integrated Wealth Concepts LLC | $340K | 13K | ▲New +13K sh | Q1 2026 | |
| 7 | CITADEL ADVISORS LLC | $279K | 11K | ▲New +11K sh | Q1 2026 | |
| 8 | Advisory Services Network, LLC | $5K | 200 | ▲New +200 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, 2 funds opened a new position in LDRI, while 1 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 |
|---|---|---|
| NVIDIA CORPNVDA | 3 funds | $3.8B |
| ISHARES CORE S&P 500 ETFIVV | 3 funds | $2.9B |
| AMAZON.COM INCAMZN | 3 funds | $2.2B |
| APPLE INCAAPL | 3 funds | $2.0B |
| MICRON TECHNOLOGY INCMU | 3 funds | $1.6B |
| SS SPDR DOW JONES INDUS AVGDIA | 3 funds | $1.6B |
| MICROSOFT CORPMSFT | 3 funds | $1.5B |
| TAIWAN SEMICONDUCTOR-SP ADRTSM | 3 funds | $1.4B |
| META PLATFORMS INC-CLASS AMETA | 3 funds | $1.2B |
| BROADCOM INCAVGO | 3 funds | $1.2B |
| ALPHABET INC-CL AGOOGL | 3 funds | $1.1B |
| BERKSHIRE HATHAWAY INC-CL BBRK/B | 3 funds | $964.0M |
Ranked by how many of LDRI's institutional holders also hold each name, a cross-fund conviction signal.
No filings captured for this ticker in the live stream yet.
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.