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/LDUR/capital-change-brief"
Use Arkolith's capital_change_brief for LDUR. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | FMR LLC | $184.5M | 1.9M | ▲+5.7% Added · +104K sh | Q1 2026 | |
| 2 | Advocacy Wealth Management, LLC | $103.6M | 1.1M | ▲+19% Added · +169K sh | Q1 2026 | |
| 3 | LPL Financial LLC | $97.2M | 1.0M | ▲+70% Added · +417K sh | Q1 2026 | |
| 4 | CWM, LLC | $85.4M | 892K | ▼−5.1% Reduced · −48K sh | Q1 2026 | |
| 5 | WELLS FARGO & COMPANY/MN | $49.5M | 516K | ▼−5.0% Reduced · −27K sh | Q1 2026 | |
| 6 | BANK OF AMERICA CORP /DE/ | $40.6M | 424K | ▲+3.8% Added · +15K sh | Q1 2026 | |
| 7 | ENVESTNET ASSET MANAGEMENT INC | $39.5M | 412K | ▲+115% Added · +221K sh | Q1 2026 | |
| 8 | MORGAN STANLEY | $37.8M | 394K | ▲+17% Added · +57K sh | Q1 2026 | |
| 9 | GREAT VALLEY ADVISOR GROUP, INC. | $32.9M | 344K | ▲New +344K sh | Q1 2026 | |
| 10 | KELLY FINANCIAL GROUP LLC | $28.6M | 299K | ▲+5.9% Added · +17K sh | Q2 2026 | |
| 11 | JPMORGAN CHASE & CO | $27.2M | 285K | ▲+2.2% Added · +6K sh | Q1 2026 | |
| 12 | Beacon Capital Management, Inc. | $18.5M | 193K | ▲+8.5% Added · +15K sh | Q1 2026 | |
| 13 | Gateway Wealth Partners, LLC | $16.9M | 176K | ▲+121% Added · +96K sh | Q1 2026 | |
| 14 | BROWN ADVISORY INC | $15.9M | 166K | ▲+360% Added · +130K sh | Q1 2026 | |
| 15 | ROYAL BANK OF CANADA | $15.6M | 163K | ▲+4.3% Added · +7K sh | Q1 2026 | |
| 16 | Cetera Investment Advisers | $15.2M | 159K | ▲+482% Added · +131K sh | Q1 2026 | |
| 17 | OneDigital Investment Advisors LLC | $13.6M | 142K | ▲+21% Added · +25K sh | Q1 2026 | |
| 18 | HighTower Advisors, LLC | $13.1M | 136K | ▼−2.5% Reduced · −3K sh | Q1 2026 | |
| 19 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $11.9M | 125K | ▲+19% Added · +20K sh | Q2 2026 | |
| 20 | Atria Investments, Inc | $11.7M | 122K | ▲+121% Added · +67K sh | Q1 2026 | |
| 21 | Mariner, LLC | $10.9M | 114K | ▲+660% Added · +99K sh | Q1 2026 | |
| 22 | UBS Group AG | $10.5M | 109K | ▼−8.7% Reduced · −10K sh | Q1 2026 | |
| 23 | Visionary Wealth Advisors | $8.6M | 89K | ▲+31% Added · +21K sh | Q1 2026 | |
| 24 | CoreCap Advisors, LLC | $8.2M | 86K | ▲New +86K sh | Q1 2026 | |
| 25 | EXCHANGE TRADED CONCEPTS, LLC | $7.6M | 80K | ▲New +80K 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.
| Company | Co-held by | Combined value |
|---|---|---|
| SS SPDR S&P 500 ETF TRUST-USSPY | 64 funds | $9.2B |
| ALPHABET INC-CL AGOOGL | 64 funds | $9.0B |
| APPLE INCAAPL | 63 funds | $16.2B |
| NVIDIA CORPNVDA | 63 funds | $14.4B |
| ISHARES CORE S&P 500 ETFIVV | 63 funds | $13.8B |
| MICROSOFT CORPMSFT | 63 funds | $12.9B |
| VANGUARD S&P 500 ETFVOO | 63 funds | $10.6B |
| JPMORGAN CHASE & COJPM | 63 funds | $6.3B |
| BROADCOM INCAVGO | 63 funds | $6.1B |
| META PLATFORMS INC-CLASS AMETA | 63 funds | $5.4B |
| ALPHABET INC-CL CGOOG | 63 funds | $4.8B |
| ISHARES CORE U.S. AGGREGATEAGG | 63 funds | $4.3B |
Ranked by how many of LDUR's institutional holders also hold each name, a cross-fund conviction signal. Via the MCP server (ticker.co_held).
No filings captured for this ticker in the live stream yet.
13F holdings + quarter-over-quarter ownership changes + end-of-day price history + the live filing stream, joined for LDUR. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes. Every panel above is one call to the Arkolith API & MCP server.