Who owns LODI
Which tracked institutional funds hold LODI, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See LODI 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
The tracked-fund tape on LODI is one-sided between 2026-Q1 and 2026-Q2: 6 added or opened and 2 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
LODI’s largest tracked holder by dollar value, SUN LIFE FINANCIAL INC, sizes it at 2.9% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 2.9pp conviction gap — its largest holder concentrates the name more heavily than the typical one.
Book-share is each fund’s reported value in LODI 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 16 tracked filers holding LODI, 12 increased or opened the position and 7 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 LODI 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 3
- Sanctuary Advisors, LLC$2M
- Waverly Advisors, LLC$1M
- Kestra Advisory Services, LLC$548K
Full exits 1
- SUN LIFE FINANCIAL INC$50M
Largest adds
- LPL Financial LLC$6M
- INDEPENDENT FINANCIAL GROUP, LLC$1M
- Spartan Wealth Advisory Services LLC$742K
Largest trims
- OSAIC HOLDINGS, INC.$493K
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 |
|---|---|---|---|---|
| LPL Financial LLC added | 580,532 | $15M | 18.1% | 2026-Q2 |
| Spartan Wealth Advisory Services LLC added | 261,316 | $7M | 8.2% | 2026-Q2 |
| Sanctuary Advisors, LLC new | 74,508 | $2M | 2.3% | 2026-Q2 |
| INDEPENDENT FINANCIAL GROUP, LLC added | 54,007 | $1M | 1.7% | 2026-Q2 |
| Grantvest Financial Group LLC added | 46,627 | $1M | 1.5% | 2026-Q2 |
| Waverly Advisors, LLC new | 40,900 | $1M | 1.3% | 2026-Q2 |
| Kestra Advisory Services, LLC added | 21,764 | $548K | 0.7% | 2026-Q2 |
| Private Advisor Group, LLC added | 19,133 | $482K | 0.6% | 2026-Q2 |
| ENVESTNET ASSET MANAGEMENT INC trimmed | 17,307 | $436K | 0.5% | 2026-Q2 |
| GUIDANCE CAPITAL, INC new | 15,713 | $396K | 0.5% | 2026-Q2 |
| World Investment Advisors trimmed | 10,492 | $265K | 0.3% | 2026-Q2 |
| OSAIC HOLDINGS, INC. trimmed | 9,506 | $239K | 0.3% | 2026-Q2 |
| Stirlingshire Investments, Inc. new | 9,132 | $231K | 0.3% | 2026-Q2 |
| COMMONWEALTH EQUITY SERVICES, LLC new | 9,149 | $230K | 0.3% | 2026-Q2 |
| KESTRA PRIVATE WEALTH SERVICES, LLC trimmed | 8,696 | $219K | 0.3% | 2026-Q2 |
| Advisors Asset Management, Inc. added | 1,121 | $28K | 0.0% | 2026-Q2 |
| SUN LIFE FINANCIAL INC | 2,000,000 | $50M | 62.5% | 2026-Q1 stale (1 quarter behind) |
| Cambridge Investment Research Advisors, Inc. new | 9,787 | $247K | 0.3% | 2026-Q1 stale (1 quarter behind) |
| Ameritas Advisory Services, LLC new | 1,453 | $37K | 0.0% | 2026-Q1 stale (1 quarter behind) |
| BANK OF AMERICA CORP /DE/ new | 16 | $404 | 0.0% | 2025-Q3 stale (3 quarters behind) |
| Baker Avenue Asset Management, LP new | 8,000 | $202K | 0.3% | 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.