Who owns LDUR
Which tracked institutional funds hold LDUR, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See LDUR company fundamentals →
Ownership as of the 2026-Q2 13F filings (latest filed 2026-08-19). 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
38 tracked funds added or opened LDUR while 45 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
LDUR’s largest tracked holder by dollar value, FMR LLC, 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 LDUR more heavily than its largest holder by dollar value does.
Book-share is each fund’s reported value in LDUR 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 170 tracked filers holding LDUR, 88 increased or opened the position and 102 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 LDUR 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 8
- Modera Wealth Management, LLC$7M
- NewEdge Advisors, LLC$3M
- Kestra Advisory Services, LLC$1M
- CITADEL ADVISORS LLC$1M
- AXXCESS WEALTH MANAGEMENT, LLC$1M
- Synergy Asset Management, LLC$915K
Full exits 22
- CWM, LLC$85M
- HighTower Advisors, LLC$13M
- HERITAGE OAK WEALTH ADVISORS LLC$7M
- Global View Capital Management LLC$3M
- Concurrent Investment Advisors, LLC$2M
- United Advisor Group, LLC$2M
Largest adds
- FMR LLC$55M
- WELLS FARGO & COMPANY/MN$5M
- JPMORGAN CHASE & CO$4M
- Advocacy Wealth Management, LLC$3M
- GREAT VALLEY ADVISOR GROUP, INC.$2M
- TD Waterhouse Canada Inc.$2M
Largest trims
- LPL Financial LLC$26M
- ENVESTNET ASSET MANAGEMENT INC$14M
- BROWN ADVISORY INC$11M
- Cetera Investment Advisers$8M
- Gateway Wealth Partners, LLC$8M
- CoreCap Advisors, LLC$8M
Institutional holders
One row per tracked fund, most shares held first (every row is from one quarter; reported value breaks ties). “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding.
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| FMR LLC added | 2,500,609 | $239M | 23.2% | 2026-Q2 |
| Advocacy Wealth Management, LLC added | 1,115,335 | $107M | 10.4% | 2026-Q2 |
| LPL Financial LLC trimmed | 745,492 | $71M | 6.9% | 2026-Q2 |
| WELLS FARGO & COMPANY/MN added | 570,273 | $55M | 5.3% | 2026-Q2 |
| BANK OF AMERICA CORP /DE/ added | 441,550 | $42M | 4.1% | 2026-Q2 |
| TD Capital Management LLC added | 440,019 | $42M | 4.1% | 2026-Q2 |
| MORGAN STANLEY added | 394,513 | $38M | 3.7% | 2026-Q2 |
| GREAT VALLEY ADVISOR GROUP, INC. added | 370,534 | $35M | 3.4% | 2026-Q2 |
| JPMORGAN CHASE & CO added | 331,094 | $32M | 3.1% | 2026-Q2 |
| KELLY FINANCIAL GROUP LLC added | 299,442 | $29M | 2.8% | 2026-Q2 |
| ENVESTNET ASSET MANAGEMENT INC trimmed | 261,567 | $25M | 2.4% | 2026-Q2 |
| O'Connor Financial Group LLC trimmed | 202,851 | $19M | 1.9% | 2026-Q2 |
| Beacon Capital Management, Inc. added | 194,710 | $19M | 1.8% | 2026-Q2 |
| ROYAL BANK OF CANADA added | 168,892 | $16M | 1.6% | 2026-Q2 |
| OneDigital Investment Advisors LLC added | 156,063 | $15M | 1.4% | 2026-Q2 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC added | 125,367 | $12M | 1.2% | 2026-Q2 |
| UBS Group AG trimmed | 103,432 | $10M | 1.0% | 2026-Q2 |
| Visionary Wealth Advisors added | 92,607 | $9M | 0.9% | 2026-Q2 |
| Gateway Wealth Partners, LLC trimmed | 90,411 | $9M | 0.8% | 2026-Q2 |
| EXCHANGE TRADED CONCEPTS, LLC added | 88,719 | $8M | 0.8% | 2026-Q2 |
| Treasure Coast Financial Planning added | 85,945 | $8M | 0.8% | 2026-Q2 |
| VALLEY NATIONAL ADVISERS INC added | 80,061 | $8M | 0.7% | 2026-Q2 |
| Dynamic Advisor Solutions LLC added | 77,855 | $7M | 0.7% | 2026-Q2 |
| CarsonAllaria Wealth Management, Ltd. added | 74,416 | $7M | 0.7% | 2026-Q2 |
| Cetera Investment Advisers trimmed | 70,672 | $7M | 0.7% | 2026-Q2 |
| Modera Wealth Management, LLC new | 69,406 | $7M | 0.6% | 2026-Q2 |
| RAYMOND JAMES FINANCIAL INC added | 69,119 | $7M | 0.6% | 2026-Q2 |
| HOWLAND CAPITAL MANAGEMENT LLC trimmed | 64,250 | $6M | 0.6% | 2026-Q2 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO added | 56,901 | $5M | 0.5% | 2026-Q2 |
| Essex Financial Services, Inc. added | 55,256 | $5M | 0.5% | 2026-Q2 |
| Atria Investments, Inc trimmed | 54,610 | $5M | 0.5% | 2026-Q2 |
| MAIMON WEALTH MANAGEMENT LTD. added | 53,530 | $5M | 0.5% | 2026-Q2 |
| Beckerman Institutional, LLC trimmed | 53,496 | $5M | 0.5% | 2026-Q2 |
| BROWN ADVISORY INC trimmed | 52,476 | $5M | 0.5% | 2026-Q2 |
| OSAIC HOLDINGS, INC. trimmed | 50,887 | $5M | 0.5% | 2026-Q2 |
| Wealth Advisors of Iowa, LLC added | 50,339 | $5M | 0.5% | 2026-Q2 |
| SkyOak Wealth, LLC added | 48,707 | $5M | 0.5% | 2026-Q2 |
| Legacy Capital Group California, Inc. added | 46,974 | $4M | 0.4% | 2026-Q2 |
| Mariner, LLC trimmed | 41,427 | $4M | 0.4% | 2026-Q2 |
| IFP Advisors, Inc trimmed | 40,800 | $4M | 0.4% | 2026-Q2 |
| COMMONWEALTH EQUITY SERVICES, LLC added | 38,352 | $4M | 0.4% | 2026-Q2 |
| CreativeOne Wealth, LLC trimmed | 35,140 | $3M | 0.3% | 2026-Q2 |
| SAGE RHINO CAPITAL LLC added | 34,947 | $3M | 0.3% | 2026-Q2 |
| JONES FINANCIAL COMPANIES LLLP added | 29,942 | $3M | 0.3% | 2026-Q2 |
| Barnes Wealth Management Group, Inc trimmed | 28,953 | $3M | 0.3% | 2026-Q2 |
| NewEdge Advisors, LLC added | 28,193 | $3M | 0.3% | 2026-Q2 |
| RFG Advisory, LLC added | 26,457 | $3M | 0.2% | 2026-Q2 |
| Farther Finance Advisors, LLC added | 26,063 | $2M | 0.2% | 2026-Q2 |
| TD Waterhouse Canada Inc. added | 25,629 | $2M | 0.2% | 2026-Q2 |
| Family Investment Center, Inc. trimmed | 25,588 | $2M | 0.2% | 2026-Q2 |
| CAPTRUST FINANCIAL ADVISORS trimmed | 22,798 | $2M | 0.2% | 2026-Q2 |
| AE Wealth Management LLC added | 21,831 | $2M | 0.2% | 2026-Q2 |
| Cerity Partners LLC added | 20,911 | $2M | 0.2% | 2026-Q2 |
| STIFEL FINANCIAL CORP added | 20,694 | $2M | 0.2% | 2026-Q2 |
| PATTEN & PATTEN INC/TN added | 20,439 | $2M | 0.2% | 2026-Q2 |
| Integrated Wealth Concepts LLC added | 19,232 | $2M | 0.2% | 2026-Q2 |
| PAX Financial Group, LLC trimmed | 19,031 | $2M | 0.2% | 2026-Q2 |
| GeoWealth Management, LLC trimmed | 18,983 | $2M | 0.2% | 2026-Q2 |
| Avestar Capital, LLC added | 17,986 | $2M | 0.2% | 2026-Q2 |
| MGO ONE SEVEN LLC trimmed | 17,983 | $2M | 0.2% | 2026-Q2 |
| BankPlus Wealth Management LLC trimmed | 16,667 | $2M | 0.2% | 2026-Q2 |
| Aviance Capital Partners, LLC added | 16,250 | $2M | 0.2% | 2026-Q2 |
| Kestra Advisory Services, LLC trimmed | 15,512 | $1M | 0.1% | 2026-Q2 |
| Sand Hill Global Advisors, LLC added | 15,359 | $1M | 0.1% | 2026-Q2 |
| Smartleaf Asset Management LLC | 13,800 | $1M | 0.1% | 2026-Q2 |
| NEW WAVE WEALTH ADVISORS LLC added | 13,611 | $1M | 0.1% | 2026-Q2 |
| Compass Financial Group, Inc. added | 13,104 | $1M | 0.1% | 2026-Q2 |
| Krilogy Financial LLC trimmed | 13,040 | $1M | 0.1% | 2026-Q2 |
| Belpointe Asset Management LLC added | 12,865 | $1M | 0.1% | 2026-Q2 |
| CITADEL ADVISORS LLC trimmed | 11,999 | $1M | 0.1% | 2026-Q2 |
| IHT Wealth Management, LLC trimmed | 11,510 | $1M | 0.1% | 2026-Q2 |
| &PARTNERS trimmed | 11,295 | $1M | 0.1% | 2026-Q2 |
| Midwest Financial Network, LLC trimmed | 11,231 | $1M | 0.1% | 2026-Q2 |
| AXXCESS WEALTH MANAGEMENT, LLC added | 10,576 | $1M | 0.1% | 2026-Q2 |
| Legacy Capital Wealth Partners, LLC trimmed | 10,360 | $991K | 0.1% | 2026-Q2 |
| GREATMARK INVESTMENT PARTNERS, INC. trimmed | 10,357 | $990K | 0.1% | 2026-Q2 |
| Syverson Strege & Co trimmed | 10,199 | $975K | 0.1% | 2026-Q2 |
| Synergy Asset Management, LLC new | 9,567 | $915K | 0.1% | 2026-Q2 |
| Wealthcare Advisory Partners LLC added | 9,443 | $903K | 0.1% | 2026-Q2 |
| Trek Financial, LLC trimmed | 9,154 | $875K | 0.1% | 2026-Q2 |
| Curi Capital, LLC trimmed | 8,807 | $842K | 0.1% | 2026-Q2 |
| NOTTINGHAM ADVISORS, INC. added | 8,118 | $774K | 0.1% | 2026-Q2 |
| Ameritas Advisory Services, LLC added | 8,076 | $772K | 0.1% | 2026-Q2 |
| MERCER GLOBAL ADVISORS INC /ADV trimmed | 8,004 | $765K | 0.1% | 2026-Q2 |
| Corient Private Wealth LP trimmed | 7,776 | $743K | 0.1% | 2026-Q2 |
| Waverly Advisors, LLC trimmed | 7,762 | $742K | 0.1% | 2026-Q2 |
| Charter Capital Management, LLC\DE trimmed | 7,533 | $720K | 0.1% | 2026-Q2 |
| DAVENPORT & Co LLC | 7,184 | $687K | 0.1% | 2026-Q2 |
| FIFTH THIRD BANCORP trimmed | 6,610 | $632K | 0.1% | 2026-Q2 |
| CALDWELL SUTTER CAPITAL, INC. added | 6,536 | $625K | 0.1% | 2026-Q2 |
| CGC Financial Services, LLC added | 6,351 | $607K | 0.1% | 2026-Q2 |
| Ausdal Financial Partners, Inc. trimmed | 6,138 | $587K | 0.1% | 2026-Q2 |
| STEPHENS INC /AR/ | 6,125 | $586K | 0.1% | 2026-Q2 |
| Mayfair Advisory Group, LLC trimmed | 5,862 | $558K | 0.1% | 2026-Q2 |
| Private Advisor Group, LLC trimmed | 5,804 | $555K | 0.1% | 2026-Q2 |
| Copper Harbor Investment Advisors, LLC new | 5,634 | $539K | 0.1% | 2026-Q2 |
| Prospera Financial Services Inc added | 5,620 | $538K | 0.1% | 2026-Q2 |
| PFG Advisors trimmed | 5,473 | $523K | 0.1% | 2026-Q2 |
| Focus Partners Wealth trimmed | 5,256 | $503K | 0.0% | 2026-Q2 |
| Diversify Advisory Services, LLC trimmed | 5,163 | $492K | 0.0% | 2026-Q2 |
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.