Security record
LDSF
name pending profile ingest
15Tracked holders
0Δ holders
4.22MShares held
$79.67MReported value
+2New positions
−2Exits
Momentum inputs (comparable managers): holder breadth 0.0% · share flow -3.7% · net new positions 0.0% — formula
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q2 2026
Ownership over time
| Quarter | Holders | Δ | Shares | Reported value | New | Exits |
|---|---|---|---|---|---|---|
| Q2 2026 | 15 | 0 | 4.22M | $79.67M | +2 | −2 |
| Q1 2026 | 16 | +1 | 4.38M | $82.95M | +1 | — |
| Q4 2025 | 15 | -1 | 3.75M | $71.84M | — | −1 |
| Q3 2025 | 2 | 0 | 28.62K | $547,244 | — | — |
| Q2 2025 | 1 | 0 | 51.69K | $982,110 | — | — |
| Q1 2025 | 1 | +1 | 31.48K | $593,990 | +1 | — |
| Q3 2024 | 1 | 0 | 10.50K | $201,142 | — | — |
| Q2 2024 | 1 | — | 15.57K | $291,078 | — | — |
Who holds it · Q2 2026
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Royal Bank Of Canada | 1.71M | +3.5% | $32.37M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 2 | LPL Financial LLC | 1.66M | -2.2% | $31.31M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 3 | Raymond James Financial Inc | 351.07K | -7.2% | $6.64M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 4 | Raymond James Financial Inc | 351.07K | -7.2% | $6.64M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 5 | Mml Investors Services, Llc | 209.89K | +27.4% | $3.97M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 6 | Envestnet Asset Management Inc | 93.56K | +0.6% | $1.77M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 7 | Cetera Investment Advisers | 47.29K | +51.7% | $893,774 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 8 | Citadel Advisors ✦ | 41.61K | New | $786,486 | 0.0% | New | 1 | SEC ↗ |
| 9 | Commonwealth Equity Services, Llc | 35.98K | +33.0% | $679,960 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 10 | Susquehanna International Group, Llp | 23.49K | -15.8% | $443,885 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 11 | Osaic Holdings, Inc. | 16.63K | +30.6% | $314,274 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 12 | Osaic Holdings, Inc. | 16.63K | +30.6% | $314,274 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 13 | Wealth Enhancement Advisory… | 15.58K | -22.3% | $294,309 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 14 | Truist Financial Corp | 10.88K | +2.2% | $205,556 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 15 | Rockefeller Capital Management L.P. | 308 | New | $5,833 | 0.0% | New | 1 | SEC ↗ |
| 16 | Morgan Stanley ✦ | 2 | -98.3% | $53 | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 17 | Wells Fargo & Company/Mn | 1 | -99.7% | $26 | 0.0% | ▼ Trim | 3 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value — the conviction measure. ✦ = curated manager.
New buyers
| Citadel Advisors | $786,486 | 0.0% |
| Rockefeller Capital… | $5,833 | 0.0% |
Exited
| Mariner, LLC | $4.57M | was 0.0% |
| Jane Street Group, Llc | $379,649 | 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.
Frequently co-owned
What else this security's tracked holders most often hold — shared-ownership counts, not fundamental relationships.
Provenance: Ownership from parsed 13F common-stock positions (tracked universe, comparable sets for changes); insider rows from Forms 3/4/5; stakes from Schedules 13D/13G; every filing links to its original on SEC EDGAR.
Reporting period: Q2 2026 ·
Methodology ·
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