Who owns LDP (LDP)
Which tracked institutional funds hold LDP, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See LDP company fundamentals →
Ownership as of the 2026-Q1 13F filings. 13F is disclosed up to 45 days after quarter-end, so the most recent quarter fills in over the following weeks.
How the tape is positioned
9 tracked funds added or opened LDP while 17 trimmed or exited it between 2025-Q4 and 2026-Q1 — the tape is split. When large holders disagree on a name, the funds moving first are sometimes ahead of the story.
A prompt to read the filings, not a verdict. 13F is a quarter-end snapshot disclosed up to 45 days late; a fund adds or exits for mandate, benchmark, and timing reasons that have nothing to do with a view on the stock. This is a starting question, not a signal to trade.
Conviction spread
LDP’s largest tracked holder by dollar value, MORGAN STANLEY, sizes it at 0.0% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 0.0pp gap the other way — the median holder sizes LDP more heavily than its largest holder by dollar value does.
Book-share is each fund’s reported value in LDP divided by its whole reported 13F book, so it is comparable across funds of different sizes and is unaffected by stock splits. A higher share means a fund has committed more of its book to the name — a starting question about conviction, not a verdict or a signal to trade.
Institutional & insider positioning
Between 2025-Q4 and 2026-Q1, across 83 tracked filers holding LDP, 47 increased or opened the position and 33 reduced or closed it; over the same quarter, there were no open-market insider Form 4s.
This fuses two public signals for the same quarter — how tracked institutions changed their positions and whether insiders bought or sold in the open market. It describes what was filed; it is a starting question, not a verdict or a signal to trade.
New buyers & exits
Funds opening or closing a position in LDP between the 2025-Q4 and 2026-Q1 13F filings, and the largest changes among funds holding it in both. New buyers and exits are counted on fund presence (split-invariant); adds and trims are measured on reported value.
New buyers 5
- Advisors Asset Management, Inc.$2M
- Belpointe Asset Management LLC$889K
- FIFTH THIRD BANCORP$637K
- LexAurum Advisors, LLC$562K
- READYSTATE ASSET MANAGEMENT LP$533K
Full exits 3
- Cerity Partners LLC$1M
- BALDWIN WEALTH PARTNERS LLC/MA$1M
- COMERICA BANK$676K
Largest adds
- GUGGENHEIM CAPITAL LLC$554K
- Rareview Capital LLC$479K
- Atria Investments, Inc$356K
- Glaxis Capital Management, LLC$321K
Largest trims
- NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$168M
- UBS Group AG$1M
- RAYMOND JAMES FINANCIAL INC$1M
- MORGAN STANLEY$864K
- Invesco Ltd.$811K
- NewEdge Wealth, LLC$632K
Institutional holders
One row per tracked fund, largest reported value first. “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding. Rows marked stale are from an earlier filing than the security’s latest quarter — that fund is absent from the newest snapshot (position exited, or reported under a different name).
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| MORGAN STANLEY added | 2,040,936 | $41M | 23.4% | 2026-Q1 |
| UBS Group AG added | 1,389,272 | $28M | 15.9% | 2026-Q1 |
| Chicago Partners Investment Group LLC trimmed | 438,083 | $9M | 5.3% | 2026-Q1 |
| RAYMOND JAMES FINANCIAL INC trimmed | 365,133 | $7M | 4.2% | 2026-Q1 |
| Invesco Ltd. trimmed | 343,233 | $7M | 3.9% | 2026-Q1 |
| Glaxis Capital Management, LLC added | 261,800 | $5M | 3.0% | 2026-Q1 |
| ROYAL BANK OF CANADA trimmed | 222,370 | $4M | 2.5% | 2026-Q1 |
| NewEdge Wealth, LLC trimmed | 195,343 | $4M | 2.2% | 2026-Q1 |
| BANK OF AMERICA CORP /DE/ trimmed | 177,275 | $4M | 2.0% | 2026-Q1 |
| GREATMARK INVESTMENT PARTNERS, INC. trimmed | 170,775 | $3M | 2.0% | 2026-Q1 |
| Pinnacle Financial Partners, Inc. added | 167,427 | $3M | 1.9% | 2026-Q1 |
| LPL Financial LLC added | 151,968 | $3M | 1.7% | 2026-Q1 |
| Baird Financial Group, Inc. added | 145,463 | $3M | 1.7% | 2026-Q1 |
| Rareview Capital LLC added | 132,703 | $3M | 1.6% | 2026-Q1 |
| ENVESTNET ASSET MANAGEMENT INC trimmed | 136,557 | $3M | 1.6% | 2026-Q1 |
| Sanctuary Advisors, LLC added | 121,285 | $2M | 1.4% | 2026-Q1 |
| Thomas J. Herzfeld Advisors, Inc. trimmed | 103,791 | $2M | 1.2% | 2026-Q1 |
| Shaker Financial Services, LLC trimmed | 92,937 | $2M | 1.1% | 2026-Q1 |
| Advisors Asset Management, Inc. new | 83,006 | $2M | 0.9% | 2026-Q1 |
| Platt Wealth Management LLC trimmed | 74,866 | $1M | 0.9% | 2026-Q1 |
| Oder Investment Management, LLC added | 74,570 | $1M | 0.9% | 2026-Q1 |
| Atria Investments, Inc added | 72,767 | $1M | 0.8% | 2026-Q1 |
| GUGGENHEIM CAPITAL LLC added | 66,580 | $1M | 0.8% | 2026-Q1 |
| OPPENHEIMER & CO INC added | 62,731 | $1M | 0.7% | 2026-Q1 |
| WELLS FARGO & COMPANY/MN trimmed | 59,866 | $1M | 0.7% | 2026-Q1 |
| WJ Financial Advisors LLC added | 58,314 | $1M | 0.7% | 2026-Q1 |
| MAI Capital Management trimmed | 58,268 | $1M | 0.7% | 2026-Q1 |
| Beacon Pointe Advisors, LLC added | 55,852 | $1M | 0.6% | 2026-Q1 |
| Fiera Capital Corp trimmed | 55,842 | $1M | 0.6% | 2026-Q1 |
| Capital Investment Advisors, LLC trimmed | 55,723 | $1M | 0.6% | 2026-Q1 |
| Rockefeller Capital Management L.P. trimmed | 52,881 | $1M | 0.6% | 2026-Q1 |
| OSAIC HOLDINGS, INC. trimmed | 52,541 | $1M | 0.6% | 2026-Q1 |
| Breachway Investments LLC added | 47,880 | $973K | 0.6% | 2026-Q1 |
| Belpointe Asset Management LLC new | 44,529 | $889K | 0.5% | 2026-Q1 |
| Lido Advisors, LLC | 41,390 | $827K | 0.5% | 2026-Q1 |
| Wealthcare Advisory Partners LLC added | 40,171 | $802K | 0.5% | 2026-Q1 |
| FIFTH THIRD BANCORP added | 31,918 | $637K | 0.4% | 2026-Q1 |
| LexAurum Advisors, LLC trimmed | 28,133 | $562K | 0.3% | 2026-Q1 |
| KESTRA PRIVATE WEALTH SERVICES, LLC added | 28,004 | $559K | 0.3% | 2026-Q1 |
| PMG Family Office LLC added | 27,750 | $554K | 0.3% | 2026-Q1 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP added | 27,208 | $543K | 0.3% | 2026-Q1 |
| READYSTATE ASSET MANAGEMENT LP added | 26,682 | $533K | 0.3% | 2026-Q1 |
| Cetera Investment Advisers added | 25,694 | $513K | 0.3% | 2026-Q1 |
| Pathstone Holdings, LLC added | 23,911 | $478K | 0.3% | 2026-Q1 |
| WOLVERINE ASSET MANAGEMENT LLC added | 19,133 | $382K | 0.2% | 2026-Q1 |
| Smith Asset Management Co., LLC added | 19,016 | $380K | 0.2% | 2026-Q1 |
| COMMONWEALTH EQUITY SERVICES, LLC added | 18,683 | $373K | 0.2% | 2026-Q1 |
| Janney Montgomery Scott LLC trimmed | 17,929 | $358K | 0.2% | 2026-Q1 |
| CHOREO, LLC trimmed | 17,483 | $349K | 0.2% | 2026-Q1 |
| Caprock Group, LLC | 15,025 | $300K | 0.2% | 2026-Q1 |
| Logan Stone Capital, LLC trimmed | 14,838 | $296K | 0.2% | 2026-Q1 |
| Pettinga Financial Advisors LLC added | 14,688 | $293K | 0.2% | 2026-Q1 |
| Financial Security Advisor, Inc. | 13,500 | $270K | 0.2% | 2026-Q1 |
| Prospera Financial Services Inc | 13,300 | $266K | 0.2% | 2026-Q1 |
| EVERPAR ADVISORS LLC | 13,290 | $265K | 0.2% | 2026-Q1 |
| Kestra Advisory Services, LLC trimmed | 12,901 | $258K | 0.1% | 2026-Q1 |
| Creative Planning | 11,400 | $228K | 0.1% | 2026-Q1 |
| STIFEL FINANCIAL CORP trimmed | 10,566 | $211K | 0.1% | 2026-Q1 |
| PW Nova Financial Services LLC new | 10,085 | $201K | 0.1% | 2026-Q1 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO trimmed | 8,742 | $175K | 0.1% | 2026-Q1 |
| BARRETT & COMPANY, INC. added | 7,461 | $149K | 0.1% | 2026-Q1 |
| Vermillion Wealth Management, Inc. added | 3,538 | $71K | 0.0% | 2026-Q1 |
| Spire Wealth Management | 2,919 | $58K | 0.0% | 2026-Q1 |
| US BANCORP \DE\ | 2,085 | $42K | 0.0% | 2026-Q1 |
| Allworth Financial LP added | 1,568 | $31K | 0.0% | 2026-Q1 |
| PNC FINANCIAL SERVICES GROUP, INC. | 1,200 | $24K | 0.0% | 2026-Q1 |
| Sound Income Strategies, LLC added | 1,103 | $22K | 0.0% | 2026-Q1 |
| Dunhill Financial, LLC | 1,000 | $20K | 0.0% | 2026-Q1 |
| Medallion Wealth Advisors, LLC | 975 | $19K | 0.0% | 2026-Q1 |
| Pinnacle Wealth Planning Services, Inc. added | 939 | $19K | 0.0% | 2026-Q1 |
| Triumph Capital Management added | 900 | $18K | 0.0% | 2026-Q1 |
| TOTH FINANCIAL ADVISORY CORP added | 899 | $18K | 0.0% | 2026-Q1 |
| SYNOVUS FINANCIAL CORP trimmed | 164,276 | $4M | 2.0% | 2025-Q3 stale |
| Cerity Partners LLC | 69,400 | $1M | 0.8% | 2025-Q4 stale |
| BALDWIN WEALTH PARTNERS LLC/MA trimmed | 50,393 | $1M | 0.6% | 2025-Q4 stale |
| COMERICA BANK trimmed | 31,915 | $676K | 0.4% | 2025-Q4 stale |
| Wela Strategies, Inc. added | 22,745 | $477K | 0.3% | 2025-Q2 stale |
| JANE STREET GROUP, LLC added | 15,783 | $334K | 0.2% | 2025-Q4 stale |
| Marex Group plc new | 16,097 | $328K | 0.2% | 2025-Q1 stale |
| Wilmington Savings Fund Society, FSB | 15,000 | $315K | 0.2% | 2025-Q2 stale |
| NORTHERN TRUST CORP new | 11,536 | $250K | 0.1% | 2025-Q3 stale |
| StoneX Group Inc. new | 11,720 | $246K | 0.1% | 2025-Q2 stale |
| Magnus Financial Group LLC trimmed | 11,800 | $240K | 0.1% | 2025-Q1 stale |
| LANDSCAPE CAPITAL MANAGEMENT, L.L.C. trimmed | 11,581 | $236K | 0.1% | 2025-Q1 stale |
| Laird Norton Wetherby Wealth Management, LLC | 10,000 | $217K | 0.1% | 2025-Q3 stale |
| HighTower Advisors, LLC trimmed | 9,446 | $205K | 0.1% | 2025-Q3 stale |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC new | 9,371 | $204K | 0.1% | 2025-Q3 stale |
| GARRISON BRADFORD & ASSOCIATES INC | 7,000 | $147K | 0.1% | 2025-Q2 stale |
| Newbridge Financial Services Group, Inc. | 2,972 | $64K | 0.0% | 2025-Q3 stale |
| Litman Gregory Wealth Management LLC new | 3,000 | $64K | 0.0% | 2025-Q4 stale |
| FLAGSHIP HARBOR ADVISORS, LLC new | 3,000 | $64K | 0.0% | 2025-Q4 stale |
| Elequin Capital, LP added | 2,193 | $45K | 0.0% | 2025-Q1 stale |
| MB, LEVIS & ASSOCIATES, LLC | 1,706 | $36K | 0.0% | 2025-Q2 stale |
| Global Retirement Partners, LLC new | 1,629 | $34K | 0.0% | 2025-Q4 stale |
| Geneos Wealth Management Inc. added | 1,507 | $32K | 0.0% | 2025-Q2 stale |
| NewEdge Advisors, LLC | 1,267 | $27K | 0.0% | 2025-Q4 stale |
| NewSquare Capital LLC | 1,000 | $21K | 0.0% | 2025-Q2 stale |
| MONTAG A & ASSOCIATES INC | 803 | $17K | 0.0% | 2025-Q4 stale |
| Steward Partners Investment Advisory, LLC | 750 | $16K | 0.0% | 2025-Q3 stale |
| Greykasell Wealth Strategies, Inc. new | 625 | $13K | 0.0% | 2025-Q1 stale |
Ownership over time
Tracked institutional holder count and total shares held by filing quarter (independent scales). The curated-era tail and any mid-ingest latest quarter are handled honestly — a partial quarter is not drawn as a collapse.
Reading this table
Funds hold the same stock for different reasons — an index fund “holds” almost everything, an active manager sizes a name to a mandate and a benchmark, and each fund entered at its own price and time. Because 13F is filed up to 45 days after quarter-end, every row is a backward-looking snapshot; a manager may have traded since. Share-class siblings (a company’s A and C shares) are rolled up to one line so a dual-class name is never double-counted. Compare like-for-like. A large holder is not an endorsement, and a fund exiting is not a warning — this is a starting question, not a verdict.
About 13F filings
A Form 13F is a quarterly disclosure that institutional investment managers with over $100 million in US-listed equities must file with the SEC. In plain English: it is a snapshot of the long stock positions a fund held at the end of a quarter. It covers long US-listed equities only — not short positions, options, cash, or private holdings — and the funds shown are the large sample we track, not the complete 13F universe.