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Security record · archived quarter

LDUR

name pending profile ingest

Q3 2026 Q2 2026 Q1 2026 Q4 2025 Q3 2025 Q2 2025 Q1 2025 Q4 2024
39Tracked holders
+3Δ holders
6.18MShares held
$592.88MReported value
+3New positions
−0Exits
Strongly Rising 2 quarters of rising tracked shares ●●○○○○ How these are computed → Explain this at the Research Desk →

Momentum inputs (comparable managers): holder breadth +8.3% · share flow +30.0% · net new positions +7.7% · formula
Broad accumulation: rising shares across more holders

All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q4 2025

Ownership over time
QuarterHoldersΔSharesReported valueNewExits
Q3 2026 2 0 210.68K $19.83M n/a −1
Q2 2026 37 +1 6.20M $592.89M +2 −2
Q1 2026 38 -1 7.21M $690.32M +2 −3
Q4 2025 39 +3 6.18M $592.88M +3 n/a
Q3 2025 2 -1 862.60K $82.93M n/a −1
Q2 2025 1 -1 26.29K $2.52M n/a −1
Q1 2025 2 0 87.14K $8.36M n/a n/a
Q4 2024 2 +1 11.83K $1.12M +1 n/a
Q3 2024 1 -1 22.06K $2.12M n/a −1
Q2 2024 2 n/a 118.03K $11.17M n/a n/a
Holder count
Who holds it · Q4 2025
#ManagerSharesΔ sharesValueTheir weightHeld
1 Fidelity (FMR) ✦ 1.82M New $174.76M 0.0% New 1 SEC ↗
2 Cwm, Llc 939.93K n/a $90.18M 0.2% n/c 1 SEC ↗
3 LPL Financial LLC 597.09K n/a $57.29M 0.0% n/c 1 SEC ↗
4 Wells Fargo & Company/Mn 543.80K n/a $52.18M 0.0% n/c 1 SEC ↗ ×2
5 Bank Of America Corp /De/ 408.33K n/a $39.18M 0.0% n/c 1 SEC ↗ ×3
6 Morgan Stanley ✦ 337.44K +3.5% $32.38M 0.0% ▲ Add 2 SEC ↗ ×2
7 JPMorgan Chase ✦ 278.51K -48.1% $26.72M 0.0% ▼ Trim 2 SEC ↗ ×2
8 Wealth Enhancement Advisory… 192.74K n/a $18.51M 0.0% n/c 1 SEC ↗
9 Envestnet Asset Management Inc 191.44K n/a $18.37M 0.0% n/c 1 SEC ↗
10 Royal Bank Of Canada 156.50K n/a $15.02M 0.0% n/c 1 SEC ↗ ×3
11 HighTower Advisors, LLC 139.72K n/a $13.40M 0.0% n/c 1 SEC ↗
12 UBS Group AG 119.58K n/a $11.47M 0.0% n/c 1 SEC ↗
13 Raymond James Financial Inc 55.59K n/a $5.33M 0.0% n/c 1 SEC ↗ ×2
14 Osaic Holdings, Inc. 47.65K n/a $4.57M 0.0% n/c 1 SEC ↗ ×3
15 Northwestern Mutual Wealth… 42.72K n/a $4.10M 0.0% n/c 1 SEC ↗
16 Commonwealth Equity Services, Llc 41.78K n/a $4.01M 0.0% n/c 1 SEC ↗
17 Brown Advisory Inc 36.18K n/a $3.47M 0.0% n/c 1 SEC ↗
18 Citadel Advisors ✦ 30.68K New $2.94M 0.0% New 1 SEC ↗
19 Cetera Investment Advisers 27.23K n/a $2.61M 0.0% n/c 1 SEC ↗
20 Captrust Financial Advisors 27.20K n/a $2.61M 0.0% n/c 1 SEC ↗
21 Jones Financial Companies Lllp 20.93K n/a $2.01M 0.0% n/c 1 SEC ↗
22 Corient Private Wealth LP 16.95K n/a $1.63M 0.0% n/c 1 SEC ↗ ×2
23 Mariner, LLC 15.03K n/a $1.44M 0.0% n/c 1 SEC ↗
24 Focus Partners Wealth 14.22K n/a $1.36M 0.0% n/c 1 SEC ↗
25 Goldman Sachs Group ✦ 14.13K New $1.36M 0.0% New 1 SEC ↗
26 Jane Street Group, Llc 13.33K n/a $1.28M 0.0% n/c 1 SEC ↗
27 Stifel Financial Corp 11.64K n/a $1.12M 0.0% n/c 1 SEC ↗
28 Mercer Global Advisors Inc /Adv 9.48K n/a $909,604 0.0% n/c 1 SEC ↗
29 Susquehanna International Group, Llp 7.38K n/a $707,978 0.0% n/c 1 SEC ↗
30 Mml Investors Services, Llc 4.98K n/a $477,397 0.0% n/c 1 SEC ↗
31 TD Waterhouse Canada Inc. 4.36K n/a $417,993 0.0% n/c 1 SEC ↗
32 Bank of New York Mellon Corp 4.25K n/a $407,764 0.0% n/c 1 SEC ↗ ×2
33 Truist Financial Corp 2.30K n/a $220,318 0.0% n/c 1 SEC ↗
34 Citigroup Inc 2.12K n/a $203,595 0.0% n/c 1 SEC ↗
35 Assetmark, Inc 1.15K n/a $110,721 0.0% n/c 1 SEC ↗
36 National Bank Of Canada /Fi/ 500 n/a $47,935 0.0% n/c 1 SEC ↗
37 Bank Of Montreal /Can/ 415 n/a $39,817 0.0% n/c 1 SEC ↗
38 Rockefeller Capital Management L.P. 378 n/a $36,267 0.0% n/c 1 SEC ↗
39 Allianz Asset Management GmbH 54 n/a $5,181 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

Fidelity (FMR) $174.76M 0.0%
Citadel Advisors $2.94M 0.0%
Goldman Sachs Group $1.36M 0.0%

Exited

No tracked exits this quarter.

Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 189 holders, 11.91M shares, $1.13B 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: Q4 2025 · Methodology · Get this via the API