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Institutional Ownership · SEC Form 13F

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.

78
Institutional holders
9M
Shares held (tracked funds)

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).

FundSharesReported value% of valueQuarter
MORGAN STANLEY added2,089,803$44M22.7%2026-Q2
UBS Group AG added1,389,779$29M15.1%2026-Q2
Invesco Ltd. added467,104$10M5.1%2026-Q2
Chicago Partners Investment Group LLC added468,773$10M5.0%2026-Q2
Sanctuary Advisors, LLC added295,463$6M3.2%2026-Q2
Glaxis Capital Management, LLC added270,000$6M2.9%2026-Q2
Atria Investments, Inc added246,045$5M2.7%2026-Q2
RAYMOND JAMES FINANCIAL INC trimmed237,003$5M2.6%2026-Q2
ROYAL BANK OF CANADA added225,620$5M2.5%2026-Q2
Advisors Asset Management, Inc. added181,455$4M2.0%2026-Q2
BANK OF AMERICA CORP /DE/ trimmed170,003$4M1.8%2026-Q2
GREATMARK INVESTMENT PARTNERS, INC. trimmed168,275$4M1.8%2026-Q2
Pinnacle Financial Partners, Inc. added168,135$4M1.8%2026-Q2
LPL Financial LLC added157,138$3M1.7%2026-Q2
WELLS FARGO & COMPANY/MN added153,402$3M1.7%2026-Q2
ENVESTNET ASSET MANAGEMENT INC added147,592$3M1.6%2026-Q2
Rareview Capital LLC added145,557$3M1.6%2026-Q2
Baird Financial Group, Inc. trimmed144,127$3M1.6%2026-Q2
Thomas J. Herzfeld Advisors, Inc. added137,739$3M1.5%2026-Q2
NewEdge Wealth, LLC trimmed116,907$2M1.3%2026-Q2
Oder Investment Management, LLC added77,589$2M0.8%2026-Q2
GUGGENHEIM CAPITAL LLC trimmed66,210$1M0.7%2026-Q2
WJ Financial Advisors LLC added65,947$1M0.7%2026-Q2
OPPENHEIMER & CO INC trimmed62,681$1M0.7%2026-Q2
Fiera Capital Corp added57,368$1M0.6%2026-Q2
Beacon Pointe Advisors, LLC added55,863$1M0.6%2026-Q2
MAI Capital Management trimmed54,496$1M0.6%2026-Q2
Rockefeller Capital Management L.P. added53,533$1M0.6%2026-Q2
Capital Investment Advisors, LLC trimmed52,831$1M0.6%2026-Q2
OSAIC HOLDINGS, INC. trimmed51,988$1M0.6%2026-Q2
Breachway Investments LLC trimmed47,512$1M0.5%2026-Q2
Lido Advisors, LLC added43,875$928K0.5%2026-Q2
Wealthcare Advisory Partners LLC added42,709$904K0.5%2026-Q2
Shaker Financial Services, LLC trimmed36,611$775K0.4%2026-Q2
Independent Wealth Network Inc. new36,395$770K0.4%2026-Q2
KESTRA PRIVATE WEALTH SERVICES, LLC added31,947$676K0.3%2026-Q2
FIFTH THIRD BANCORP trimmed31,459$666K0.3%2026-Q2
PMG Family Office LLC added29,361$621K0.3%2026-Q2
Cetera Investment Advisers added29,296$620K0.3%2026-Q2
LexAurum Advisors, LLC trimmed24,964$528K0.3%2026-Q2
Pathstone Holdings, LLC added23,913$506K0.3%2026-Q2
CHOREO, LLC added20,054$424K0.2%2026-Q2
Smith Asset Management Co., LLC trimmed18,109$383K0.2%2026-Q2
Caprock Group, LLC15,025$318K0.2%2026-Q2
COMMONWEALTH EQUITY SERVICES, LLC trimmed13,872$294K0.2%2026-Q2
Kestra Advisory Services, LLC added13,704$290K0.1%2026-Q2
Financial Security Advisor, Inc.13,500$286K0.1%2026-Q2
Prospera Financial Services Inc13,300$281K0.1%2026-Q2
EVERPAR ADVISORS LLC13,290$281K0.1%2026-Q2
READYSTATE ASSET MANAGEMENT LP trimmed11,967$253K0.1%2026-Q2
Creative Planning11,400$241K0.1%2026-Q2
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO added10,373$219K0.1%2026-Q2
STIFEL FINANCIAL CORP trimmed9,724$206K0.1%2026-Q2
US BANCORP \DE\ added6,378$135K0.1%2026-Q2
Vermillion Wealth Management, Inc. trimmed3,524$75K0.0%2026-Q2
BARRETT & COMPANY, INC. trimmed3,500$74K0.0%2026-Q2
COMPASS FINANCIAL MANAGEMENT LLC new3,288$67K0.0%2026-Q2
Global Retirement Partners, LLC added3,123$66K0.0%2026-Q2
Spire Wealth Management2,919$62K0.0%2026-Q2
Key Financial Inc new2,590$55K0.0%2026-Q2
Allworth Financial LP added1,592$34K0.0%2026-Q2
NewEdge Advisors, LLC1,267$27K0.0%2026-Q2
PNC Financial Services Group, Inc.1,200$25K0.0%2026-Q2
IFG Advisory, LLC new1,180$25K0.0%2026-Q2
Pinnacle Wealth Planning Services, Inc. added1,078$23K0.0%2026-Q2
Dunhill Financial, LLC1,000$21K0.0%2026-Q2
Medallion Wealth Advisors, LLC975$21K0.0%2026-Q2
TOTH FINANCIAL ADVISORY CORP added917$19K0.0%2026-Q2
Triumph Capital Management900$19K0.0%2026-Q2
IFP Advisors, Inc500$11K0.0%2026-Q2
HARBOUR INVESTMENTS, INC.500$11K0.0%2026-Q2
WPG Advisers, LLC added475$10K0.0%2026-Q2
PRIVATE TRUST CO NA400$8K0.0%2026-Q2
Integrated Wealth Concepts LLC new352$7K0.0%2026-Q2
HIGHLINE WEALTH PARTNERS LLC290$6K0.0%2026-Q2
LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA new191$4K0.0%2026-Q2
Clear Street Group Inc. new61$1K0.0%2026-Q2
WHITTIER TRUST CO OF NEVADA INC34$7200.0%2026-Q2
Platt Wealth Management LLC trimmed74,866$1M0.8%2026-Q1 stale (1 quarter behind)
Belpointe Asset Management LLC new44,529$889K0.5%2026-Q1 stale (1 quarter behind)
SUSQUEHANNA INTERNATIONAL GROUP, LLP added27,208$543K0.3%2026-Q1 stale (1 quarter behind)
WOLVERINE ASSET MANAGEMENT LLC added19,133$382K0.2%2026-Q1 stale (1 quarter behind)
Janney Montgomery Scott LLC trimmed17,929$358K0.2%2026-Q1 stale (1 quarter behind)
Logan Stone Capital, LLC new14,838$296K0.2%2026-Q1 stale (1 quarter behind)
Pettinga Financial Advisors LLC added14,688$293K0.2%2026-Q1 stale (1 quarter behind)
PW Nova Financial Services LLC new10,085$201K0.1%2026-Q1 stale (1 quarter behind)
Cerity Partners LLC69,400$1M0.8%2025-Q4 stale (2 quarters behind)
BALDWIN WEALTH PARTNERS LLC/MA trimmed50,393$1M0.5%2025-Q4 stale (2 quarters behind)
COMERICA BANK trimmed31,915$676K0.3%2025-Q4 stale (2 quarters behind)
JANE STREET GROUP, LLC new15,783$334K0.2%2025-Q4 stale (2 quarters behind)
SYNOVUS FINANCIAL CORP trimmed164,276$4M1.8%2025-Q3 stale (3 quarters behind)
NORTHERN TRUST CORP new11,536$250K0.1%2025-Q3 stale (3 quarters behind)
Laird Norton Wetherby Wealth Management, LLC10,000$217K0.1%2025-Q3 stale (3 quarters behind)
HighTower Advisors, LLC new9,446$205K0.1%2025-Q3 stale (3 quarters behind)
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC new9,371$204K0.1%2025-Q3 stale (3 quarters behind)
Newbridge Financial Services Group, Inc.2,972$64K0.0%2025-Q3 stale (3 quarters behind)
Wela Strategies, Inc. added22,745$477K0.2%2025-Q2 stale (4 quarters behind)
Wilmington Savings Fund Society, FSB15,000$315K0.2%2025-Q2 stale (4 quarters behind)
StoneX Group Inc. new11,720$246K0.1%2025-Q2 stale (4 quarters behind)
GARRISON BRADFORD & ASSOCIATES INC7,000$147K0.1%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.

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