Who owns LDUR (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-Q1 13F filings. 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
The tracked-fund tape on LDUR is one-sided between 2025-Q4 and 2026-Q1: 69 added or opened and 19 trimmed or exited — on balance accumulating.
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 0.1% 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 2025-Q4 and 2026-Q1, across 190 tracked filers holding LDUR, 132 increased or opened the position and 59 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 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 23
- GREAT VALLEY ADVISOR GROUP, INC.$33M
- CoreCap Advisors, LLC$8M
- EXCHANGE TRADED CONCEPTS, LLC$8M
- HERITAGE OAK WEALTH ADVISORS LLC$7M
- Global View Capital Management LLC$3M
- Cerity Partners LLC$2M
Full exits 9
- AIFG Consultants Ltd.$4M
- CITADEL ADVISORS LLC$3M
- NewEdge Advisors, LLC$3M
- SOL Capital Management CO$2M
- Kestra Advisory Services, LLC$2M
- GOLDMAN SACHS GROUP INC$1M
Largest adds
- LPL Financial LLC$40M
- ENVESTNET ASSET MANAGEMENT INC$21M
- Advocacy Wealth Management, LLC$16M
- Cetera Investment Advisers$13M
- BROWN ADVISORY INC$12M
- FMR LLC$10M
Largest trims
- WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$8M
- CWM, LLC$5M
- WELLS FARGO & COMPANY/MN$3M
- PFG Advisors$2M
- FLOW TRADERS U.S. LLC$1M
- UBS Group AG$1M
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 |
|---|---|---|---|---|
| FMR LLC added | 1,925,489 | $185M | 15.4% | 2026-Q1 |
| Advocacy Wealth Management, LLC added | 1,080,808 | $104M | 8.6% | 2026-Q1 |
| LPL Financial LLC added | 1,014,302 | $97M | 8.1% | 2026-Q1 |
| CWM, LLC trimmed | 891,772 | $85M | 7.1% | 2026-Q1 |
| WELLS FARGO & COMPANY/MN trimmed | 516,318 | $49M | 4.1% | 2026-Q1 |
| TD Capital Management LLC added | 436,032 | $42M | 3.5% | 2026-Q1 |
| BANK OF AMERICA CORP /DE/ added | 423,799 | $41M | 3.4% | 2026-Q1 |
| ENVESTNET ASSET MANAGEMENT INC added | 412,233 | $40M | 3.3% | 2026-Q1 |
| MORGAN STANLEY added | 394,310 | $38M | 3.2% | 2026-Q1 |
| GREAT VALLEY ADVISOR GROUP, INC. added | 343,728 | $33M | 2.7% | 2026-Q1 |
| JPMORGAN CHASE & CO added | 284,605 | $27M | 2.3% | 2026-Q1 |
| KELLY FINANCIAL GROUP LLC added | 282,777 | $27M | 2.3% | 2026-Q1 |
| O'Connor Financial Group LLC trimmed | 231,339 | $22M | 1.9% | 2026-Q1 |
| Beacon Capital Management, Inc. added | 193,122 | $19M | 1.5% | 2026-Q1 |
| Gateway Wealth Partners, LLC added | 176,020 | $17M | 1.4% | 2026-Q1 |
| BROWN ADVISORY INC added | 166,274 | $16M | 1.3% | 2026-Q1 |
| ROYAL BANK OF CANADA added | 163,216 | $16M | 1.3% | 2026-Q1 |
| Cetera Investment Advisers added | 158,558 | $15M | 1.3% | 2026-Q1 |
| OneDigital Investment Advisors LLC added | 142,202 | $14M | 1.1% | 2026-Q1 |
| HighTower Advisors, LLC trimmed | 136,275 | $13M | 1.1% | 2026-Q1 |
| Atria Investments, Inc added | 122,359 | $12M | 1.0% | 2026-Q1 |
| Mariner, LLC added | 114,227 | $11M | 0.9% | 2026-Q1 |
| UBS Group AG trimmed | 109,158 | $10M | 0.9% | 2026-Q1 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC trimmed | 105,698 | $10M | 0.8% | 2026-Q1 |
| Visionary Wealth Advisors added | 89,424 | $9M | 0.7% | 2026-Q1 |
| CoreCap Advisors, LLC new | 85,941 | $8M | 0.7% | 2026-Q1 |
| Treasure Coast Financial Planning added | 80,743 | $8M | 0.6% | 2026-Q1 |
| EXCHANGE TRADED CONCEPTS, LLC new | 79,785 | $8M | 0.6% | 2026-Q1 |
| HERITAGE OAK WEALTH ADVISORS LLC new | 75,552 | $7M | 0.6% | 2026-Q1 |
| HOWLAND CAPITAL MANAGEMENT LLC added | 70,446 | $7M | 0.6% | 2026-Q1 |
| Dynamic Advisor Solutions LLC added | 70,161 | $7M | 0.6% | 2026-Q1 |
| RAYMOND JAMES FINANCIAL INC added | 68,264 | $7M | 0.5% | 2026-Q1 |
| CarsonAllaria Wealth Management, Ltd. added | 66,815 | $6M | 0.5% | 2026-Q1 |
| VALLEY NATIONAL ADVISERS INC added | 63,217 | $6M | 0.5% | 2026-Q1 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO added | 54,772 | $5M | 0.4% | 2026-Q1 |
| OSAIC HOLDINGS, INC. added | 54,012 | $5M | 0.4% | 2026-Q1 |
| Beckerman Institutional, LLC trimmed | 53,867 | $5M | 0.4% | 2026-Q1 |
| Essex Financial Services, Inc. added | 53,040 | $5M | 0.4% | 2026-Q1 |
| Wealth Advisors of Iowa, LLC added | 49,576 | $5M | 0.4% | 2026-Q1 |
| SkyOak Wealth, LLC added | 47,985 | $5M | 0.4% | 2026-Q1 |
| MAIMON WEALTH MANAGEMENT LTD. added | 46,350 | $4M | 0.4% | 2026-Q1 |
| Legacy Capital Group California, Inc. trimmed | 43,493 | $4M | 0.3% | 2026-Q1 |
| IFP Advisors, Inc added | 42,764 | $4M | 0.3% | 2026-Q1 |
| COMMONWEALTH EQUITY SERVICES, LLC trimmed | 36,997 | $4M | 0.3% | 2026-Q1 |
| CreativeOne Wealth, LLC added | 35,292 | $3M | 0.3% | 2026-Q1 |
| SAGE RHINO CAPITAL LLC added | 29,679 | $3M | 0.2% | 2026-Q1 |
| Barnes Wealth Management Group, Inc added | 29,017 | $3M | 0.2% | 2026-Q1 |
| Global View Capital Management LLC new | 26,912 | $3M | 0.2% | 2026-Q1 |
| CAPTRUST FINANCIAL ADVISORS trimmed | 26,303 | $3M | 0.2% | 2026-Q1 |
| Family Investment Center, Inc. added | 25,814 | $2M | 0.2% | 2026-Q1 |
| Farther Finance Advisors, LLC added | 24,721 | $2M | 0.2% | 2026-Q1 |
| JONES FINANCIAL COMPANIES LLLP added | 24,383 | $2M | 0.2% | 2026-Q1 |
| GeoWealth Management, LLC added | 24,270 | $2M | 0.2% | 2026-Q1 |
| Concurrent Investment Advisors, LLC added | 22,347 | $2M | 0.2% | 2026-Q1 |
| Private Advisor Group, LLC added | 22,257 | $2M | 0.2% | 2026-Q1 |
| Sanctuary Advisors, LLC added | 21,633 | $2M | 0.2% | 2026-Q1 |
| AE Wealth Management LLC added | 21,103 | $2M | 0.2% | 2026-Q1 |
| Cerity Partners LLC trimmed | 20,097 | $2M | 0.2% | 2026-Q1 |
| PAX Financial Group, LLC added | 20,009 | $2M | 0.2% | 2026-Q1 |
| MGO ONE SEVEN LLC added | 19,332 | $2M | 0.2% | 2026-Q1 |
| PATTEN & PATTEN INC/TN trimmed | 19,269 | $2M | 0.2% | 2026-Q1 |
| BankPlus Wealth Management LLC added | 18,130 | $2M | 0.1% | 2026-Q1 |
| Avestar Capital, LLC added | 17,374 | $2M | 0.1% | 2026-Q1 |
| STIFEL FINANCIAL CORP added | 17,315 | $2M | 0.1% | 2026-Q1 |
| United Advisor Group, LLC new | 16,944 | $2M | 0.1% | 2026-Q1 |
| Integrated Wealth Concepts LLC added | 16,746 | $2M | 0.1% | 2026-Q1 |
| Legacy Capital Wealth Partners, LLC trimmed | 16,734 | $2M | 0.1% | 2026-Q1 |
| RFG Advisory, LLC added | 16,478 | $2M | 0.1% | 2026-Q1 |
| Bank of New York Mellon Corp added | 16,326 | $2M | 0.1% | 2026-Q1 |
| Balefire, LLC added | 14,321 | $1M | 0.1% | 2026-Q1 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP added | 14,040 | $1M | 0.1% | 2026-Q1 |
| Curi Capital, LLC added | 14,028 | $1M | 0.1% | 2026-Q1 |
| Sand Hill Global Advisors, LLC trimmed | 13,845 | $1M | 0.1% | 2026-Q1 |
| Smartleaf Asset Management LLC new | 13,800 | $1M | 0.1% | 2026-Q1 |
| Virtue Capital Management, LLC new | 13,250 | $1M | 0.1% | 2026-Q1 |
| Krilogy Financial LLC added | 13,082 | $1M | 0.1% | 2026-Q1 |
| Compass Financial Group, Inc. added | 12,955 | $1M | 0.1% | 2026-Q1 |
| Focus Partners Wealth trimmed | 12,936 | $1M | 0.1% | 2026-Q1 |
| Independent Advisor Alliance trimmed | 12,889 | $1M | 0.1% | 2026-Q1 |
| Omnitrust Wealth Management, Inc added | 12,770 | $1M | 0.1% | 2026-Q1 |
| Belpointe Asset Management LLC added | 12,030 | $1M | 0.1% | 2026-Q1 |
| Orion Porfolio Solutions, LLC added | 11,986 | $1M | 0.1% | 2026-Q1 |
| IHT Wealth Management, LLC added | 11,682 | $1M | 0.1% | 2026-Q1 |
| &PARTNERS added | 11,391 | $1M | 0.1% | 2026-Q1 |
| MERCER GLOBAL ADVISORS INC /ADV added | 10,886 | $1M | 0.1% | 2026-Q1 |
| Cambridge Investment Research Advisors, Inc. added | 10,685 | $1M | 0.1% | 2026-Q1 |
| Astor Investment Management LLC added | 185,159 | $18M | 1.5% | 2025-Q2 stale |
| ACCESS FINANCIAL SERVICES, INC. added | 124,232 | $12M | 1.0% | 2025-Q1 stale |
| FIRST NATIONAL CORP /MA/ /ADV added | 103,464 | $10M | 0.8% | 2025-Q3 stale |
| SIGNET FINANCIAL MANAGEMENT, LLC added | 43,130 | $4M | 0.3% | 2025-Q2 stale |
| AIFG Consultants Ltd. trimmed | 42,954 | $4M | 0.3% | 2025-Q4 stale |
| CITADEL ADVISORS LLC added | 30,681 | $3M | 0.2% | 2025-Q4 stale |
| NewEdge Advisors, LLC added | 27,242 | $3M | 0.2% | 2025-Q4 stale |
| 49 WEALTH MANAGEMENT, LLC trimmed | 20,838 | $2M | 0.2% | 2025-Q1 stale |
| AVANTAX ADVISORY SERVICES, INC. trimmed | 20,312 | $2M | 0.2% | 2025-Q2 stale |
| SOL Capital Management CO new | 19,005 | $2M | 0.2% | 2025-Q4 stale |
| Kestra Advisory Services, LLC added | 18,322 | $2M | 0.1% | 2025-Q4 stale |
| Kovitz Investment Group Partners, LLC trimmed | 15,552 | $1M | 0.1% | 2025-Q3 stale |
| GOLDMAN SACHS GROUP INC new | 14,126 | $1M | 0.1% | 2025-Q4 stale |
| JANE STREET GROUP, LLC added | 13,333 | $1M | 0.1% | 2025-Q4 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.
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.