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Institutional Ownership · SEC Form 13F

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.

83
Institutional holders
8,192,274
Shares held (tracked funds)

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).

FundSharesReported value% of valueQuarter
MORGAN STANLEY added2,040,936$41M23.4%2026-Q1
UBS Group AG added1,389,272$28M15.9%2026-Q1
Chicago Partners Investment Group LLC trimmed438,083$9M5.3%2026-Q1
RAYMOND JAMES FINANCIAL INC trimmed365,133$7M4.2%2026-Q1
Invesco Ltd. trimmed343,233$7M3.9%2026-Q1
Glaxis Capital Management, LLC added261,800$5M3.0%2026-Q1
ROYAL BANK OF CANADA trimmed222,370$4M2.5%2026-Q1
NewEdge Wealth, LLC trimmed195,343$4M2.2%2026-Q1
BANK OF AMERICA CORP /DE/ trimmed177,275$4M2.0%2026-Q1
GREATMARK INVESTMENT PARTNERS, INC. trimmed170,775$3M2.0%2026-Q1
Pinnacle Financial Partners, Inc. added167,427$3M1.9%2026-Q1
LPL Financial LLC added151,968$3M1.7%2026-Q1
Baird Financial Group, Inc. added145,463$3M1.7%2026-Q1
Rareview Capital LLC added132,703$3M1.6%2026-Q1
ENVESTNET ASSET MANAGEMENT INC trimmed136,557$3M1.6%2026-Q1
Sanctuary Advisors, LLC added121,285$2M1.4%2026-Q1
Thomas J. Herzfeld Advisors, Inc. trimmed103,791$2M1.2%2026-Q1
Shaker Financial Services, LLC trimmed92,937$2M1.1%2026-Q1
Advisors Asset Management, Inc. new83,006$2M0.9%2026-Q1
Platt Wealth Management LLC trimmed74,866$1M0.9%2026-Q1
Oder Investment Management, LLC added74,570$1M0.9%2026-Q1
Atria Investments, Inc added72,767$1M0.8%2026-Q1
GUGGENHEIM CAPITAL LLC added66,580$1M0.8%2026-Q1
OPPENHEIMER & CO INC added62,731$1M0.7%2026-Q1
WELLS FARGO & COMPANY/MN trimmed59,866$1M0.7%2026-Q1
WJ Financial Advisors LLC added58,314$1M0.7%2026-Q1
MAI Capital Management trimmed58,268$1M0.7%2026-Q1
Beacon Pointe Advisors, LLC added55,852$1M0.6%2026-Q1
Fiera Capital Corp trimmed55,842$1M0.6%2026-Q1
Capital Investment Advisors, LLC trimmed55,723$1M0.6%2026-Q1
Rockefeller Capital Management L.P. trimmed52,881$1M0.6%2026-Q1
OSAIC HOLDINGS, INC. trimmed52,541$1M0.6%2026-Q1
Breachway Investments LLC added47,880$973K0.6%2026-Q1
Belpointe Asset Management LLC new44,529$889K0.5%2026-Q1
Lido Advisors, LLC41,390$827K0.5%2026-Q1
Wealthcare Advisory Partners LLC added40,171$802K0.5%2026-Q1
FIFTH THIRD BANCORP added31,918$637K0.4%2026-Q1
LexAurum Advisors, LLC trimmed28,133$562K0.3%2026-Q1
KESTRA PRIVATE WEALTH SERVICES, LLC added28,004$559K0.3%2026-Q1
PMG Family Office LLC added27,750$554K0.3%2026-Q1
SUSQUEHANNA INTERNATIONAL GROUP, LLP added27,208$543K0.3%2026-Q1
READYSTATE ASSET MANAGEMENT LP added26,682$533K0.3%2026-Q1
Cetera Investment Advisers added25,694$513K0.3%2026-Q1
Pathstone Holdings, LLC added23,911$478K0.3%2026-Q1
WOLVERINE ASSET MANAGEMENT LLC added19,133$382K0.2%2026-Q1
Smith Asset Management Co., LLC added19,016$380K0.2%2026-Q1
COMMONWEALTH EQUITY SERVICES, LLC added18,683$373K0.2%2026-Q1
Janney Montgomery Scott LLC trimmed17,929$358K0.2%2026-Q1
CHOREO, LLC trimmed17,483$349K0.2%2026-Q1
Caprock Group, LLC15,025$300K0.2%2026-Q1
Logan Stone Capital, LLC trimmed14,838$296K0.2%2026-Q1
Pettinga Financial Advisors LLC added14,688$293K0.2%2026-Q1
Financial Security Advisor, Inc.13,500$270K0.2%2026-Q1
Prospera Financial Services Inc13,300$266K0.2%2026-Q1
EVERPAR ADVISORS LLC13,290$265K0.2%2026-Q1
Kestra Advisory Services, LLC trimmed12,901$258K0.1%2026-Q1
Creative Planning11,400$228K0.1%2026-Q1
STIFEL FINANCIAL CORP trimmed10,566$211K0.1%2026-Q1
PW Nova Financial Services LLC new10,085$201K0.1%2026-Q1
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO trimmed8,742$175K0.1%2026-Q1
BARRETT & COMPANY, INC. added7,461$149K0.1%2026-Q1
Vermillion Wealth Management, Inc. added3,538$71K0.0%2026-Q1
Spire Wealth Management2,919$58K0.0%2026-Q1
US BANCORP \DE\2,085$42K0.0%2026-Q1
Allworth Financial LP added1,568$31K0.0%2026-Q1
PNC FINANCIAL SERVICES GROUP, INC.1,200$24K0.0%2026-Q1
Sound Income Strategies, LLC added1,103$22K0.0%2026-Q1
Dunhill Financial, LLC1,000$20K0.0%2026-Q1
Medallion Wealth Advisors, LLC975$19K0.0%2026-Q1
Pinnacle Wealth Planning Services, Inc. added939$19K0.0%2026-Q1
Triumph Capital Management added900$18K0.0%2026-Q1
TOTH FINANCIAL ADVISORY CORP added899$18K0.0%2026-Q1
SYNOVUS FINANCIAL CORP trimmed164,276$4M2.0%2025-Q3 stale
Cerity Partners LLC69,400$1M0.8%2025-Q4 stale
BALDWIN WEALTH PARTNERS LLC/MA trimmed50,393$1M0.6%2025-Q4 stale
COMERICA BANK trimmed31,915$676K0.4%2025-Q4 stale
Wela Strategies, Inc. added22,745$477K0.3%2025-Q2 stale
JANE STREET GROUP, LLC added15,783$334K0.2%2025-Q4 stale
Marex Group plc new16,097$328K0.2%2025-Q1 stale
Wilmington Savings Fund Society, FSB15,000$315K0.2%2025-Q2 stale
NORTHERN TRUST CORP new11,536$250K0.1%2025-Q3 stale
StoneX Group Inc. new11,720$246K0.1%2025-Q2 stale
Magnus Financial Group LLC trimmed11,800$240K0.1%2025-Q1 stale
LANDSCAPE CAPITAL MANAGEMENT, L.L.C. trimmed11,581$236K0.1%2025-Q1 stale
Laird Norton Wetherby Wealth Management, LLC10,000$217K0.1%2025-Q3 stale
HighTower Advisors, LLC trimmed9,446$205K0.1%2025-Q3 stale
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC new9,371$204K0.1%2025-Q3 stale
GARRISON BRADFORD & ASSOCIATES INC7,000$147K0.1%2025-Q2 stale
Newbridge Financial Services Group, Inc.2,972$64K0.0%2025-Q3 stale
Litman Gregory Wealth Management LLC new3,000$64K0.0%2025-Q4 stale
FLAGSHIP HARBOR ADVISORS, LLC new3,000$64K0.0%2025-Q4 stale
Elequin Capital, LP added2,193$45K0.0%2025-Q1 stale
MB, LEVIS & ASSOCIATES, LLC1,706$36K0.0%2025-Q2 stale
Global Retirement Partners, LLC new1,629$34K0.0%2025-Q4 stale
Geneos Wealth Management Inc. added1,507$32K0.0%2025-Q2 stale
NewEdge Advisors, LLC1,267$27K0.0%2025-Q4 stale
NewSquare Capital LLC1,000$21K0.0%2025-Q2 stale
MONTAG A & ASSOCIATES INC803$17K0.0%2025-Q4 stale
Steward Partners Investment Advisory, LLC750$16K0.0%2025-Q3 stale
Greykasell Wealth Strategies, Inc. new625$13K0.0%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.

HoldersTotal shares

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.

Learn how to read institutional ownership