Among active 13F managers last quarter, 1 opened and 1 added, while 1 reduced; the largest holder to move was New Hampshire Trust (+2.3%).
3 tracked 13F filers disclose a position in LLDYX as of the latest SEC 13F filings, a combined $4.3M 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 | Shares | Position value | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | New Hampshire Trust | 1.0M | $4.0M | ▲+2.3% Added · +24K sh | Q2 2026 | |
| 2 | Ethos Financial Group, LLC | 91K | $349K | ▼−2.1% Reduced · −2K sh | Q2 2026 | |
| 3 | Financial Gravity Companies, Inc. | 2 | $7 | ▲New +2 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 LLDYX and 1 added to an existing one, 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 | 3 funds | $69.7M |
| Vanguard Mid-Cap ETFVO | 3 funds | $62.5M |
| Vanguard S&P 500 ETFVOO | 3 funds | $43.0M |
| Microsoft CorpMSFT | 3 funds | $38.7M |
| Schwab US Large-Cap GrowthSCHG | 3 funds | $35.7M |
| Nvidia CorpNVDA | 3 funds | $35.7M |
| Alphabet Inc-CL CGOOG | 3 funds | $34.2M |
| Amazon.com IncAMZN | 3 funds | $32.0M |
| Schwab US Large-Cap ValueSCHV | 3 funds | $27.6M |
| Alphabet Inc-CL AGOOGL | 3 funds | $22.1M |
| JPMorgan Chase & CoJPM | 3 funds | $20.8M |
| Berkshire Hathaway Inc-CL BBRK/B | 3 funds | $20.7M |
Ranked by how many of LLDYX's tracked holders also hold each name. The last column is those co-holders' combined reported position in that name, not in LLDYX.
| Class | 13F holders | Value held |
|---|---|---|
| LLDYXthis pageNTF BOND FUNDS | 3 funds | $4.3M |
| LALDXOPEN END TAXABLE LOAD FUND | 2 funds | $3K |
| LDLFXOPEN END TAXABLE NO LOAD FUND | 1 funds | $25K |
| 543916191OPEN END TAXABLE LOAD FUND | 1 funds | $82 |
| LFRIXNTF BOND FUNDS | 1 funds | $14 |
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 LLDYX
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/LLDYX/capital-change-brief"
Use Arkolith's capital_change_brief for LLDYX. 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 LLDYX. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.