12 tracked 13F filers disclose a position in LODI as of the latest SEC 13F filings, a combined $20.1M 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 | LPL Financial LLC | $9.0M | 359K | ▲+21% Added · +61K sh | Q1 2026 | |
| 2 | Spartan Wealth Advisory Services LLC | $6.6M | 261K | ▲+13% Added · +30K sh | Q2 2026 | |
| 3 | INDEPENDENT FINANCIAL GROUP, LLC | $1.4M | 54K | ▲+189% Added · +35K sh | Q2 2026 | |
| 4 | OSAIC HOLDINGS, INC. | $732K | 29K | ▲+4.5% Added · +1K sh | Q1 2026 | |
| 5 | Kestra Advisory Services, LLC | $548K | 22K | ▲New +22K sh | Q2 2026 | |
| 6 | Private Advisor Group, LLC | $482K | 19K | ▲+44% Added · +6K sh | Q2 2026 | |
| 7 | ENVESTNET ASSET MANAGEMENT INC | $481K | 19K | ▼−5.6% Reduced · −1K sh | Q1 2026 | |
| 8 | GUIDANCE CAPITAL, INC | $396K | 16K | ▲New +16K sh | Q2 2026 | |
| 9 | Stirlingshire Investments, Inc. | $231K | 9K | ▲New +9K sh | Q2 2026 | |
| 10 | KESTRA PRIVATE WEALTH SERVICES, LLC | $219K | 9K | ▼−5.6% Reduced · −517 sh | Q2 2026 | |
| 11 | Ameritas Advisory Services, LLC | $37K | 1K | ▲New +1K sh | Q1 2026 | |
| 12 | Advisors Asset Management, Inc. | $16K | 635 | ▲New +635 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, 4 funds opened a new position in LODI and 2 added to an existing one, while 0 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 | 6 funds | $458.1M |
| APPLE INCAAPL | 6 funds | $418.1M |
| AMAZON.COM INCAMZN | 6 funds | $316.6M |
| ALPHABET INC-CL AGOOGL | 6 funds | $289.7M |
| MICROSOFT CORPMSFT | 6 funds | $241.6M |
| BROADCOM INCAVGO | 6 funds | $198.5M |
| MICRON TECHNOLOGY INCMU | 6 funds | $181.6M |
| META PLATFORMS INC-CLASS AMETA | 6 funds | $161.7M |
| WALMART INCWMT | 6 funds | $126.7M |
| COSTCO WHOLESALE CORPCOST | 6 funds | $85.6M |
| ALPHABET INC-CL CGOOG | 6 funds | $78.6M |
| TESLA INCTSLA | 6 funds | $69.6M |
Ranked by how many of LODI's institutional holders also hold each name, a cross-fund conviction signal.
| Class | 13F holders | Value held |
|---|---|---|
| BGIGmc | 81 funds | $468.0M |
| SMIGFUND | 58 funds | $795.5M |
| IDUBcommon | 45 funds | $484.4M |
| JUCYmc | 42 funds | $272.1M |
| DUBScommon | 35 funds | $354.8M |
| TRFMETP | 33 funds | $110.0M |
| RIETHOYA CAPT HI DIV | 27 funds | $6.8M |
| DSMCETF | 26 funds | $75.1M |
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 LODI
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/LODI/capital-change-brief"
Use Arkolith's capital_change_brief for LODI. 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 LODI. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.