Among active 13F managers last quarter, 1 opened and 10 added, while 7 reduced; the largest holder to move was Arax Advisory Partners (−6.1%).
53 tracked 13F filers disclose a position in LDSF as of the latest SEC 13F filings, a combined $124.9M 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 | LPL Financial LLC | 1.7M | $32.0M | ▲+21% Added · +290K sh | Q1 2026 | |
| 2 | Royal Bank Of Canada | 1.7M | $31.3M | ▲+28% Added · +360K sh | Q1 2026 | |
| 3 | Arax Advisory Partners | 532K | $10.1M | ▼−6.1% Reduced · −34K sh | Q2 2026 | |
| 4 | Raymond James Financial Inc | 378K | $7.2M | ▲+2.6% Added · +10K sh | Q1 2026 | |
| 5 | Axxcess Wealth Management, LLC | 256K | $4.8M | ▲New +256K sh | Q2 2026 | |
| 6 | Capital Asset Advisory Services LLC | 256K | $4.8M | ▼−3.6% Reduced · −10K sh | Q2 2026 | |
| 7 | Mariner, LLC | 242K | $4.6M | ▼−1.5% Reduced · −4K sh | Q1 2026 | |
| 8 | Sanctuary Advisors, LLC | 218K | $4.1M | ▼−6.2% Reduced · −14K sh | Q2 2026 | |
| 9 | MML Investors Services, LLC | 210K | $4.0M | ▲+27% Added · +45K sh | Q2 2026 | |
| 10 | StoneX Group Inc. | 143K | $2.7M | ▲+36% Added · +38K sh | Q2 2026 | |
| 11 | Kestra Advisory Services, LLC | 95K | $1.8M | ▲New +95K sh | Q2 2026 | |
| 12 | Envestnet Asset Management Inc | 93K | $1.8M | ▲+4.8% Added · +4K sh | Q1 2026 | |
| 13 | D.A. Davidson & Co. | 85K | $1.6M | ▼−0.1% Reduced · −87 sh | Q2 2026 | |
| 14 | Prospera Financial Services Inc | 78K | $1.5M | ▲+0.1% Added · +84 sh | Q2 2026 | |
| 15 | Proactive Wealth Strategies LLC | 70K | $1.3M | ▼−5.4% Reduced · −4K sh | Q2 2026 | |
| 16 | Silver Oak Securities, Incorporated | 70K | $1.3M | ▲+13% Added · +8K sh | Q2 2026 | |
| 17 | Citadel Advisors LLC | 42K | $786K | ▲New +42K sh | Q2 2026 | |
| 18 | Barrett & Company, Inc. | 41K | $771K | ▲+89% Added · +19K sh | Q2 2026 | |
| 19 | RFG Advisory, LLC | 38K | $725K | ▼−6.1% Reduced · −2K sh | Q2 2026 | |
| 20 | Sigma Planning Corp | 32K | $609K | ▼−6.7% Reduced · −2K sh | Q2 2026 | |
| 21 | Cetera Investment Advisers | 31K | $590K | ▼−5.8% Reduced · −2K sh | Q1 2026 | |
| 22 | Mutual Advisors, LLC | 29K | $544K | —Held | Q2 2026 | |
| 23 | Susquehanna International Group, LLP | 28K | $528K | ▼−31% Reduced · −13K sh | Q1 2026 | |
| 24 | Commonwealth Equity Services, LLC | 27K | $512K | ▼−9.0% Reduced · −3K sh | Q1 2026 | |
| 25 | Private Advisor Group, LLC | 24K | $461K | ▼−37% Reduced · −14K 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 LDSF and 10 added to an existing one, while 7 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 |
|---|---|---|
| Ishares Core S&P 500 ETFIVV | 25 funds | $15.2B |
| Apple IncAAPL | 25 funds | $5.1B |
| Nvidia CorpNVDA | 25 funds | $4.7B |
| Amazon.com IncAMZN | 25 funds | $4.0B |
| Microsoft CorpMSFT | 25 funds | $2.9B |
| Broadcom IncAVGO | 25 funds | $2.0B |
| Alphabet Inc-CL AGOOGL | 25 funds | $2.0B |
| SS SPDR S&P 500 ETF Trust-USSPY | 25 funds | $1.8B |
| Alphabet Inc-CL CGOOG | 25 funds | $1.8B |
| Eli Lilly & CoLLY | 25 funds | $1.7B |
| Vanguard Growth ETFVUG | 25 funds | $1.7B |
| JPMorgan Chase & CoJPM | 25 funds | $1.4B |
Ranked by how many of LDSF's tracked holders also hold each name. The last column is those co-holders' combined reported position in that name, not in LDSF.
| Class | 13F holders | Value held |
|---|---|---|
| BUFRmc | 502 funds | $7.5B |
| FIXDmc | 294 funds | $2.6B |
| UCONmc | 256 funds | $2.7B |
| FFEBmc | 167 funds | $358.2M |
| FAUGmc | 165 funds | $241.3M |
| FJANmc | 148 funds | $372.8M |
| EIPImc | 144 funds | $354.3M |
| FMAYmc | 144 funds | $294.8M |
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 LDSF
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/LDSF/capital-change-brief"
Use Arkolith's capital_change_brief for LDSF. 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 LDSF. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.