Who owns LDRC
Which tracked institutional funds hold LDRC, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See LDRC company fundamentals →
Ownership as of the 2026-Q2 13F filings (latest filed 2026-08-14). 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
3 tracked funds added or opened LDRC while 2 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
LDRC’s largest tracked holder by dollar value, HM PAYSON & CO, sizes it at 0.7% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 0.7pp conviction gap — its largest holder concentrates the name more heavily than the typical one.
Book-share is each fund’s reported value in LDRC 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 11 tracked filers holding LDRC, 7 increased or opened the position and 6 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 LDRC 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
- Gilbert Capital Group, Inc.$4M
Full exits 2
- NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$3M
- HighTower Advisors, LLC$3M
Largest adds
- HM PAYSON & CO$5M
- SteelPeak Wealth, LLC$808K
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 |
|---|---|---|---|---|
| HM PAYSON & CO added | 2,149,822 | $54M | 74.2% | 2026-Q2 |
| Gilbert Capital Group, Inc. new | 170,750 | $4M | 5.9% | 2026-Q2 |
| CGN Advisors LLC added | 118,885 | $3M | 4.1% | 2026-Q2 |
| SteelPeak Wealth, LLC added | 46,213 | $1M | 1.6% | 2026-Q2 |
| Integrated Wealth Concepts LLC added | 40,807 | $1M | 1.4% | 2026-Q2 |
| Spinnaker Investment Group, LLC added | 25,113 | $632K | 0.9% | 2026-Q2 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 7,065 | $178K | 0.2% | 2026-Q2 |
| BANK OF MONTREAL /CAN/ trimmed | 4,945 | $125K | 0.2% | 2026-Q2 |
| FIDUCIARY FINANCIAL ADVISORS new | 3,518 | $89K | 0.1% | 2026-Q2 |
| MORGAN STANLEY | 895 | $23K | 0.0% | 2026-Q2 |
| Clearstead Trust, LLC | 765 | $19K | 0.0% | 2026-Q2 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO new | 133,707 | $3M | 4.6% | 2026-Q1 stale (1 quarter behind) |
| HighTower Advisors, LLC added | 125,997 | $3M | 4.4% | 2026-Q1 stale (1 quarter behind) |
| CITADEL ADVISORS LLC trimmed | 11,046 | $279K | 0.4% | 2026-Q1 stale (1 quarter behind) |
| WELLS FARGO & COMPANY/MN new | 5,427 | $137K | 0.2% | 2026-Q1 stale (1 quarter behind) |
| Advisory Services Network, LLC new | 1,893 | $48K | 0.1% | 2026-Q1 stale (1 quarter behind) |
| BlackRock, Inc. | 20,000 | $507K | 0.7% | 2025-Q3 stale (3 quarters behind) |
| JANE STREET GROUP, LLC trimmed | 12,625 | $320K | 0.4% | 2025-Q3 stale (3 quarters behind) |
| RFP Financial Group LLC trimmed | 17,749 | $448K | 0.6% | 2025-Q2 stale (4 quarters behind) |
| UBS Group AG added | 95 | $2K | 0.0% | 2025-Q2 stale (4 quarters behind) |
| NVWM, LLC new | 81 | $2K | 0.0% | 2025-Q2 stale (4 quarters behind) |
| CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 0 | — | 0.0% | 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.