LDSF
name pending profile ingest
Momentum inputs (comparable managers):
holder breadth -6.2% ·
share flow -0.7% ·
net new positions -6.7%
· formula
Broad distribution: falling shares and fewer holders
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q4 2025
| Quarter | Holders | Δ | Shares | Reported value | New | Exits |
|---|---|---|---|---|---|---|
| Q3 2026 | 1 | 0 | 15.59K | $287,884 | n/a | n/a |
| Q2 2026 | 15 | 0 | 4.22M | $79.67M | +2 | −2 |
| Q1 2026 | 16 | +1 | 4.38M | $82.95M | +1 | n/a |
| Q4 2025 | 15 | -1 | 3.75M | $71.84M | n/a | −1 |
| Q3 2025 | 2 | 0 | 28.62K | $547,244 | n/a | n/a |
| Q2 2025 | 1 | 0 | 51.69K | $982,110 | n/a | n/a |
| Q1 2025 | 1 | +1 | 31.48K | $593,990 | +1 | n/a |
| Q3 2024 | 1 | 0 | 10.50K | $201,142 | n/a | n/a |
| Q2 2024 | 1 | n/a | 15.57K | $291,078 | n/a | n/a |
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | LPL Financial LLC | 1.40M | n/a | $26.90M | 0.0% | n/c | 1 | SEC ↗ |
| 2 | Royal Bank Of Canada | 1.29M | n/a | $24.79M | 0.0% | n/c | 1 | SEC ↗ |
| 3 | Raymond James Financial Inc | 368.78K | n/a | $7.06M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 4 | Mariner, LLC | 245.46K | n/a | $4.70M | 0.0% | n/c | 1 | SEC ↗ |
| 5 | Mml Investors Services, Llc | 191.42K | n/a | $3.67M | 0.0% | n/c | 1 | SEC ↗ |
| 6 | Envestnet Asset Management Inc | 88.69K | n/a | $1.70M | 0.0% | n/c | 1 | SEC ↗ |
| 7 | Susquehanna International Group, Llp | 40.64K | n/a | $778,414 | 0.0% | n/c | 1 | SEC ↗ |
| 8 | Cetera Investment Advisers | 33.08K | n/a | $633,727 | 0.0% | n/c | 1 | SEC ↗ |
| 9 | Commonwealth Equity Services, Llc | 29.73K | n/a | $569,440 | 0.0% | n/c | 1 | SEC ↗ |
| 10 | Wealth Enhancement Advisory… | 20.05K | n/a | $383,711 | 0.0% | n/c | 1 | SEC ↗ |
| 11 | Osaic Holdings, Inc. | 15.05K | n/a | $288,396 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 12 | Truist Financial Corp | 10.21K | n/a | $195,499 | 0.0% | n/c | 1 | SEC ↗ |
| 13 | Cwm, Llc | 7.92K | n/a | $152,000 | 0.0% | n/c | 1 | SEC ↗ |
| 14 | Morgan Stanley ✦ | 1.08K | -47.6% | $20,770 | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 15 | Wells Fargo & Company/Mn | 1 | n/a | $24 | 0.0% | n/c | 1 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value: the conviction measure. ✦ = curated manager.
New buyers
| No new tracked buyers this quarter. |
Exited
| Citadel Advisors | $507,712 | was 0.0% |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 52 holders, 6.34M shares, $119.54M reported. This is a different, older period than the tracked-universe figures above and the two are never mixed.
What else this security's tracked holders most often hold: shared-ownership counts, not fundamental relationships.