Among active 13F managers last quarter, 3 opened and 3 added, while none reduced or exited; the largest holder to move was Independent Financial Group, LLC (+189%).
14 tracked 13F filers disclose a position in LODI as of the latest SEC 13F filings, a combined $24.2M 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 | 359K | $9.0M | ▲+21% Added · +61K sh | Q1 2026 | |
| 2 | Spartan Wealth Advisory Services LLC | 261K | $6.6M | ▲+13% Added · +30K sh | Q2 2026 | |
| 3 | Sanctuary Advisors, LLC | 75K | $1.9M | ▲New +75K sh | Q2 2026 | |
| 4 | Independent Financial Group, LLC | 54K | $1.4M | ▲+189% Added · +35K sh | Q2 2026 | |
| 5 | Grantvest Financial Group LLC | 47K | $1.2M | ▲+0.6% Added · +273 sh | Q2 2026 | |
| 6 | Waverly Advisors, LLC | 41K | $1.0M | ▲New +41K sh | Q2 2026 | |
| 7 | Osaic Holdings, Inc. | 29K | $732K | ▲+4.5% Added · +1K sh | Q1 2026 | |
| 8 | Kestra Advisory Services, LLC | 22K | $548K | ▲New +22K sh | Q2 2026 | |
| 9 | Private Advisor Group, LLC | 19K | $482K | ▲+44% Added · +6K sh | Q2 2026 | |
| 10 | Envestnet Asset Management Inc | 19K | $481K | ▼−5.6% Reduced · −1K sh | Q1 2026 | |
| 11 | Guidance Capital, Inc | 16K | $396K | ▲New +16K sh | Q2 2026 | |
| 12 | Stirlingshire Investments, Inc. | 9K | $231K | ▲New +9K sh | Q2 2026 | |
| 13 | Kestra Private Wealth Services, LLC | 9K | $219K | ▼−5.6% Reduced · −517 sh | Q2 2026 | |
| 14 | Advisors Asset Management, Inc. | 1K | $28K | ▲+77% Added · +486 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, 3 funds opened a new position in LODI and 3 added to an existing one, while none reduced or exited. Based on 13F filings from active, signal-eligible managers (passive index funds and other mechanical holders are excluded from this count).
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 + the live filing stream, joined for LODI. Filings are public domain, sourced to SEC EDGAR.