| # | Fund | Position value | Shares | Last move | As of |
|---|---|---|---|---|---|
| 1 | Advocacy Wealth Management, LLC | $87.5M | 911.9K | New | Q4 2025 |
| 2 | CWM, LLC | $85.4M | 891.8K | Reduced | Q1 2026 |
| 3 | GREAT VALLEY ADVISOR GROUP, INC. | $32.9M | 343.7K | New | Q1 2026 |
| 4 | Beacon Capital Management, Inc. | $18.5M | 193.1K | New | Q1 2026 |
| 5 | Gateway Wealth Partners, LLC | $16.9M | 176.0K | Added | Q1 2026 |
| 6 | Atria Investments, Inc | $11.7M | 122.4K | Added | Q1 2026 |
| 7 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $10.1M | 105.7K | Reduced | Q1 2026 |
| 8 | Visionary Wealth Advisors | $8.6M | 89.4K | Added | Q1 2026 |
| 9 | EXCHANGE TRADED CONCEPTS, LLC | $7.6M | 79.8K | New | Q1 2026 |
| 10 | HOWLAND CAPITAL MANAGEMENT LLC | $6.8M | 70.4K | Added | Q1 2026 |
| 11 | Dynamic Advisor Solutions LLC | $6.7M | 70.2K | Added | Q1 2026 |
| 12 | Essex Financial Services, Inc. | $5.1M | 53.0K | Added | Q1 2026 |
| 13 | IFP Advisors, Inc | $4.1M | 42.8K | New | Q1 2026 |
| 14 | CITADEL ADVISORS LLC | $2.9M | 30.7K | New | Q4 2025 |
| 15 | NewEdge Advisors, LLC | $2.9M | 30.6K | New | Q1 2026 |
| 16 | CreativeOne Wealth, LLC | $2.9M | 30.3K | Added | Q1 2026 |
| 17 | GeoWealth Management, LLC | $2.3M | 24.3K | New | Q1 2026 |
| 18 | Private Advisor Group, LLC | $2.1M | 22.3K | Added | Q1 2026 |
| 19 | Sanctuary Advisors, LLC | $2.1M | 21.6K | Added | Q1 2026 |
| 20 | MGO ONE SEVEN LLC | $1.9M | 19.3K | Added | Q1 2026 |
| 21 | PATTEN & PATTEN INC/TN | $1.8M | 19.3K | Reduced | Q1 2026 |
| 22 | Integrated Wealth Concepts LLC | $1.6M | 16.7K | Added | Q1 2026 |
| 23 | RFG Advisory, LLC | $1.6M | 16.5K | Added | Q1 2026 |
| 24 | Curi Capital, LLC | $1.3M | 14.0K | Added | Q1 2026 |
| 25 | Sand Hill Global Advisors, LLC | $1.3M | 13.8K | Reduced | Q1 2026 |
No Form 4 insider transactions on file yet.
| Company | Co-held by | Combined value |
|---|---|---|
| STATE STREET SPDR S&P 500 ETFSPY | 64 funds | $9.2B |
| GOOGLE INCGOOGL | 64 funds | $9.0B |
| Apple IncAAPL | 63 funds | $16.2B |
| Nvidia CorpNVDA | 63 funds | $14.4B |
| ISHARES TR CORE S&P500 ETFIVV | 63 funds | $13.8B |
| Microsoft CorpMSFT | 63 funds | $12.9B |
| VANGUARD S&P 500 ETFVOO | 63 funds | $10.5B |
| Broadcom IncAVGO | 63 funds | $6.1B |
| Meta Platforms Inc Cl AMETA | 63 funds | $5.4B |
| Alphabet Inc Cl CGOOG | 63 funds | $4.8B |
| ISHARES TR CORE US AGGBD ETAGG | 63 funds | $4.3B |
| Exxon Mobil CorpXOM | 63 funds | $3.8B |
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 + Form 4 insider transactions + 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.