Who owns 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-Q2 13F filings (latest filed 2026-08-18). 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
15 tracked funds added or opened LDP while 7 trimmed or exited it between 2026-Q1 and 2026-Q2 — 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 2026-Q1 and 2026-Q2, across 78 tracked filers holding LDP, 43 increased or opened the position and 34 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 2026-Q1 and 2026-Q2 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 1
- Independent Wealth Network Inc.$770K
Full exits 3
- Platt Wealth Management LLC$1M
- Belpointe Asset Management LLC$889K
- SUSQUEHANNA INTERNATIONAL GROUP, LLP$543K
Largest adds
- Sanctuary Advisors, LLC$4M
- Atria Investments, Inc$4M
- MORGAN STANLEY$3M
- Invesco Ltd.$3M
- Advisors Asset Management, Inc.$2M
- WELLS FARGO & COMPANY/MN$2M
Largest trims
- RAYMOND JAMES FINANCIAL INC$2M
- NewEdge Wealth, LLC$1M
- Shaker Financial Services, LLC$1M
- READYSTATE ASSET MANAGEMENT LP$280K
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 | 2,089,803 | $44M | 22.7% | 2026-Q2 |
| UBS Group AG added | 1,389,779 | $29M | 15.1% | 2026-Q2 |
| Invesco Ltd. added | 467,104 | $10M | 5.1% | 2026-Q2 |
| Chicago Partners Investment Group LLC added | 468,773 | $10M | 5.0% | 2026-Q2 |
| Sanctuary Advisors, LLC added | 295,463 | $6M | 3.2% | 2026-Q2 |
| Glaxis Capital Management, LLC added | 270,000 | $6M | 2.9% | 2026-Q2 |
| Atria Investments, Inc added | 246,045 | $5M | 2.7% | 2026-Q2 |
| RAYMOND JAMES FINANCIAL INC trimmed | 237,003 | $5M | 2.6% | 2026-Q2 |
| ROYAL BANK OF CANADA added | 225,620 | $5M | 2.5% | 2026-Q2 |
| Advisors Asset Management, Inc. added | 181,455 | $4M | 2.0% | 2026-Q2 |
| BANK OF AMERICA CORP /DE/ trimmed | 170,003 | $4M | 1.8% | 2026-Q2 |
| GREATMARK INVESTMENT PARTNERS, INC. trimmed | 168,275 | $4M | 1.8% | 2026-Q2 |
| Pinnacle Financial Partners, Inc. added | 168,135 | $4M | 1.8% | 2026-Q2 |
| LPL Financial LLC added | 157,138 | $3M | 1.7% | 2026-Q2 |
| WELLS FARGO & COMPANY/MN added | 153,402 | $3M | 1.7% | 2026-Q2 |
| ENVESTNET ASSET MANAGEMENT INC added | 147,592 | $3M | 1.6% | 2026-Q2 |
| Rareview Capital LLC added | 145,557 | $3M | 1.6% | 2026-Q2 |
| Baird Financial Group, Inc. trimmed | 144,127 | $3M | 1.6% | 2026-Q2 |
| Thomas J. Herzfeld Advisors, Inc. added | 137,739 | $3M | 1.5% | 2026-Q2 |
| NewEdge Wealth, LLC trimmed | 116,907 | $2M | 1.3% | 2026-Q2 |
| Oder Investment Management, LLC added | 77,589 | $2M | 0.8% | 2026-Q2 |
| GUGGENHEIM CAPITAL LLC trimmed | 66,210 | $1M | 0.7% | 2026-Q2 |
| WJ Financial Advisors LLC added | 65,947 | $1M | 0.7% | 2026-Q2 |
| OPPENHEIMER & CO INC trimmed | 62,681 | $1M | 0.7% | 2026-Q2 |
| Fiera Capital Corp added | 57,368 | $1M | 0.6% | 2026-Q2 |
| Beacon Pointe Advisors, LLC added | 55,863 | $1M | 0.6% | 2026-Q2 |
| MAI Capital Management trimmed | 54,496 | $1M | 0.6% | 2026-Q2 |
| Rockefeller Capital Management L.P. added | 53,533 | $1M | 0.6% | 2026-Q2 |
| Capital Investment Advisors, LLC trimmed | 52,831 | $1M | 0.6% | 2026-Q2 |
| OSAIC HOLDINGS, INC. trimmed | 51,988 | $1M | 0.6% | 2026-Q2 |
| Breachway Investments LLC trimmed | 47,512 | $1M | 0.5% | 2026-Q2 |
| Lido Advisors, LLC added | 43,875 | $928K | 0.5% | 2026-Q2 |
| Wealthcare Advisory Partners LLC added | 42,709 | $904K | 0.5% | 2026-Q2 |
| Shaker Financial Services, LLC trimmed | 36,611 | $775K | 0.4% | 2026-Q2 |
| Independent Wealth Network Inc. new | 36,395 | $770K | 0.4% | 2026-Q2 |
| KESTRA PRIVATE WEALTH SERVICES, LLC added | 31,947 | $676K | 0.3% | 2026-Q2 |
| FIFTH THIRD BANCORP trimmed | 31,459 | $666K | 0.3% | 2026-Q2 |
| PMG Family Office LLC added | 29,361 | $621K | 0.3% | 2026-Q2 |
| Cetera Investment Advisers added | 29,296 | $620K | 0.3% | 2026-Q2 |
| LexAurum Advisors, LLC trimmed | 24,964 | $528K | 0.3% | 2026-Q2 |
| Pathstone Holdings, LLC added | 23,913 | $506K | 0.3% | 2026-Q2 |
| CHOREO, LLC added | 20,054 | $424K | 0.2% | 2026-Q2 |
| Smith Asset Management Co., LLC trimmed | 18,109 | $383K | 0.2% | 2026-Q2 |
| Caprock Group, LLC | 15,025 | $318K | 0.2% | 2026-Q2 |
| COMMONWEALTH EQUITY SERVICES, LLC trimmed | 13,872 | $294K | 0.2% | 2026-Q2 |
| Kestra Advisory Services, LLC added | 13,704 | $290K | 0.1% | 2026-Q2 |
| Financial Security Advisor, Inc. | 13,500 | $286K | 0.1% | 2026-Q2 |
| Prospera Financial Services Inc | 13,300 | $281K | 0.1% | 2026-Q2 |
| EVERPAR ADVISORS LLC | 13,290 | $281K | 0.1% | 2026-Q2 |
| READYSTATE ASSET MANAGEMENT LP trimmed | 11,967 | $253K | 0.1% | 2026-Q2 |
| Creative Planning | 11,400 | $241K | 0.1% | 2026-Q2 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO added | 10,373 | $219K | 0.1% | 2026-Q2 |
| STIFEL FINANCIAL CORP trimmed | 9,724 | $206K | 0.1% | 2026-Q2 |
| US BANCORP \DE\ added | 6,378 | $135K | 0.1% | 2026-Q2 |
| Vermillion Wealth Management, Inc. trimmed | 3,524 | $75K | 0.0% | 2026-Q2 |
| BARRETT & COMPANY, INC. trimmed | 3,500 | $74K | 0.0% | 2026-Q2 |
| COMPASS FINANCIAL MANAGEMENT LLC new | 3,288 | $67K | 0.0% | 2026-Q2 |
| Global Retirement Partners, LLC added | 3,123 | $66K | 0.0% | 2026-Q2 |
| Spire Wealth Management | 2,919 | $62K | 0.0% | 2026-Q2 |
| Key Financial Inc new | 2,590 | $55K | 0.0% | 2026-Q2 |
| Allworth Financial LP added | 1,592 | $34K | 0.0% | 2026-Q2 |
| NewEdge Advisors, LLC | 1,267 | $27K | 0.0% | 2026-Q2 |
| PNC Financial Services Group, Inc. | 1,200 | $25K | 0.0% | 2026-Q2 |
| IFG Advisory, LLC new | 1,180 | $25K | 0.0% | 2026-Q2 |
| Pinnacle Wealth Planning Services, Inc. added | 1,078 | $23K | 0.0% | 2026-Q2 |
| Dunhill Financial, LLC | 1,000 | $21K | 0.0% | 2026-Q2 |
| Medallion Wealth Advisors, LLC | 975 | $21K | 0.0% | 2026-Q2 |
| TOTH FINANCIAL ADVISORY CORP added | 917 | $19K | 0.0% | 2026-Q2 |
| Triumph Capital Management | 900 | $19K | 0.0% | 2026-Q2 |
| IFP Advisors, Inc | 500 | $11K | 0.0% | 2026-Q2 |
| HARBOUR INVESTMENTS, INC. | 500 | $11K | 0.0% | 2026-Q2 |
| WPG Advisers, LLC added | 475 | $10K | 0.0% | 2026-Q2 |
| PRIVATE TRUST CO NA | 400 | $8K | 0.0% | 2026-Q2 |
| Integrated Wealth Concepts LLC new | 352 | $7K | 0.0% | 2026-Q2 |
| HIGHLINE WEALTH PARTNERS LLC | 290 | $6K | 0.0% | 2026-Q2 |
| LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA new | 191 | $4K | 0.0% | 2026-Q2 |
| Clear Street Group Inc. new | 61 | $1K | 0.0% | 2026-Q2 |
| WHITTIER TRUST CO OF NEVADA INC | 34 | $720 | 0.0% | 2026-Q2 |
| Platt Wealth Management LLC trimmed | 74,866 | $1M | 0.8% | 2026-Q1 stale (1 quarter behind) |
| Belpointe Asset Management LLC new | 44,529 | $889K | 0.5% | 2026-Q1 stale (1 quarter behind) |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP added | 27,208 | $543K | 0.3% | 2026-Q1 stale (1 quarter behind) |
| WOLVERINE ASSET MANAGEMENT LLC added | 19,133 | $382K | 0.2% | 2026-Q1 stale (1 quarter behind) |
| Janney Montgomery Scott LLC trimmed | 17,929 | $358K | 0.2% | 2026-Q1 stale (1 quarter behind) |
| Logan Stone Capital, LLC new | 14,838 | $296K | 0.2% | 2026-Q1 stale (1 quarter behind) |
| Pettinga Financial Advisors LLC added | 14,688 | $293K | 0.2% | 2026-Q1 stale (1 quarter behind) |
| PW Nova Financial Services LLC new | 10,085 | $201K | 0.1% | 2026-Q1 stale (1 quarter behind) |
| Cerity Partners LLC | 69,400 | $1M | 0.8% | 2025-Q4 stale (2 quarters behind) |
| BALDWIN WEALTH PARTNERS LLC/MA trimmed | 50,393 | $1M | 0.5% | 2025-Q4 stale (2 quarters behind) |
| COMERICA BANK trimmed | 31,915 | $676K | 0.3% | 2025-Q4 stale (2 quarters behind) |
| JANE STREET GROUP, LLC new | 15,783 | $334K | 0.2% | 2025-Q4 stale (2 quarters behind) |
| SYNOVUS FINANCIAL CORP trimmed | 164,276 | $4M | 1.8% | 2025-Q3 stale (3 quarters behind) |
| NORTHERN TRUST CORP new | 11,536 | $250K | 0.1% | 2025-Q3 stale (3 quarters behind) |
| Laird Norton Wetherby Wealth Management, LLC | 10,000 | $217K | 0.1% | 2025-Q3 stale (3 quarters behind) |
| HighTower Advisors, LLC new | 9,446 | $205K | 0.1% | 2025-Q3 stale (3 quarters behind) |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC new | 9,371 | $204K | 0.1% | 2025-Q3 stale (3 quarters behind) |
| Newbridge Financial Services Group, Inc. | 2,972 | $64K | 0.0% | 2025-Q3 stale (3 quarters behind) |
| Wela Strategies, Inc. added | 22,745 | $477K | 0.2% | 2025-Q2 stale (4 quarters behind) |
| Wilmington Savings Fund Society, FSB | 15,000 | $315K | 0.2% | 2025-Q2 stale (4 quarters behind) |
| StoneX Group Inc. new | 11,720 | $246K | 0.1% | 2025-Q2 stale (4 quarters behind) |
| GARRISON BRADFORD & ASSOCIATES INC | 7,000 | $147K | 0.1% | 2025-Q2 stale (4 quarters behind) |
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.