LDSF(LDSF)
LDSF
Institutional Ownership
Top 77 Institutional Holders
| Holder | Shares | Date | Change | % Held |
|---|---|---|---|---|
| ROYAL BANK OF CANADA | 1.71M | Jun 30, 26 | +58.18K | 19.71% |
| LPL Financial LLC | 1.66M | Jun 30, 26 | -37.44K | 19.06% |
| SRS Capital Advisors, Inc. | 532.48K | Jun 30, 26 | -34.48K | 6.13% |
| RAYMOND JAMES FINANCIAL INC | 351.07K | Jun 30, 26 | -27.40K | 4.04% |
| Capital Asset Advisory Services LLC | 255.61K | Jun 30, 26 | -9.67K | 2.94% |
| AXXCESS WEALTH MANAGEMENT, LLC | 255.61K | Jun 30, 26 | +255.61K | 2.94% |
| Sanctuary Advisors, LLC | 218.36K | Jun 30, 26 | -14.34K | 2.51% |
| MML INVESTORS SERVICES, LLC | 209.89K | Jun 30, 26 | +45.09K | 2.42% |
| StoneX Group Inc. | 143.23K | Jun 30, 26 | +37.62K | 1.65% |
| Kestra Advisory Services, LLC | 94.56K | Jun 30, 26 | +94.56K | 1.09% |
| ENVESTNET ASSET MANAGEMENT INC | 93.56K | Jun 30, 26 | +568 | 1.08% |
| D.A. DAVIDSON & CO. | 85.47K | Jun 30, 26 | -87 | 0.98% |
| Prospera Financial Services Inc | 77.56K | Jun 30, 26 | +84 | 0.89% |
| Proactive Wealth Strategies LLC | 70.47K | Jun 30, 26 | -4.02K | 0.81% |
| SILVER OAK SECURITIES, INCORPORATED | 69.87K | Jun 30, 26 | +7.86K | 0.80% |
| Cetera Investment Advisers | 47.29K | Jun 30, 26 | +16.11K | 0.54% |
| CITADEL ADVISORS LLC | 41.61K | Jun 30, 26 | +41.61K | 0.48% |
| BARRETT & COMPANY, INC. | 40.77K | Jun 30, 26 | +19.24K | 0.47% |
| RFG Advisory, LLC | 38.34K | Jun 30, 26 | -2.48K | 0.44% |
| COMMONWEALTH EQUITY SERVICES, LLC | 35.98K | Jun 30, 26 | +8.92K | 0.41% |
| Sigma Planning Corp | 32.21K | Jun 30, 26 | -2.32K | 0.37% |
| Cambridge Investment Research Advisors, Inc. | 29.50K | Jun 30, 26 | +832 | 0.34% |
| Mutual Advisors, LLC | 28.79K | Jun 30, 26 | -- | 0.33% |
| Private Advisor Group, LLC | 24.41K | Jun 30, 26 | -14.31K | 0.28% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 23.49K | Jun 30, 26 | -4.42K | 0.27% |
| Ameritas Advisory Services, LLC | 23.26K | Jun 30, 26 | +96 | 0.27% |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 17.85K | Jun 30, 26 | +17.85K | 0.21% |
| PRINCIPAL SECURITIES, INC. | 17.69K | Jun 30, 26 | -13 | 0.20% |
| NICOLET BANKSHARES INC | 17.20K | Jun 30, 26 | +17.20K | 0.20% |
| ADVISOR GROUP HOLDINGS, INC. | 16.63K | Jun 30, 26 | +3.90K | 0.19% |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 15.58K | Jun 30, 26 | -4.47K | 0.18% |
| Apollon Wealth Management, LLC | 15.00K | Jun 30, 26 | -- | 0.17% |
| XML Financial, LLC | 14.99K | Jun 30, 26 | -- | 0.17% |
| Geneos Wealth Management Inc. | 14.82K | Jun 30, 26 | -- | 0.17% |
| Kovack Advisors, Inc. | 14.53K | Jun 30, 26 | +169 | 0.17% |
| TRUIST FINANCIAL CORP | 10.88K | Jun 30, 26 | +237 | 0.13% |
| Crusonia Wealth Advisors LLC | 10.87K | Jun 30, 26 | -- | 0.13% |
| IFP Advisors, Inc | 10.44K | Jun 30, 26 | -- | 0.12% |
| Integrated Wealth Concepts LLC | 8.54K | Jun 30, 26 | +8.54K | 0.10% |
| Larson Financial Group LLC | 6.91K | Jun 30, 26 | +67 | 0.08% |
| HARBOUR INVESTMENTS, INC. | 6.89K | Jun 30, 26 | +2.41K | 0.08% |
| IFG Advisory, LLC | 3.97K | Jun 30, 26 | +3.97K | 0.05% |
| Aptus Capital Advisors, LLC | 3.88K | Jun 30, 26 | -- | 0.04% |
| Tidemark, LLC | 2.92K | Jun 30, 26 | -- | 0.03% |
| PRIVATE TRUST CO NA | 2.45K | Jun 30, 26 | -- | 0.03% |
| TD Capital Management LLC | 2.10K | Jun 30, 26 | -- | 0.02% |
| CREATIVE FINANCIAL DESIGNS INC /ADV | 1.47K | Jun 30, 26 | -526 | 0.02% |
| AdvisorNet Financial, Inc | 410 | Jun 30, 26 | -- | 0.00% |
| AMERIFLEX GROUP, INC. | 400 | Jun 30, 26 | -- | 0.00% |
| Rockefeller Capital Management L.P. | 308 | Jun 30, 26 | +308 | 0.00% |
| Global Retirement Partners, LLC | 194 | Jun 30, 26 | +194 | 0.00% |
| Ashton Thomas Private Wealth, LLC | 144 | Jun 30, 26 | +144 | 0.00% |
| MERCER GLOBAL ADVISORS INC /ADV | 31 | Jun 30, 26 | +31 | 0.00% |
| MORGAN STANLEY | 2 | Jun 30, 26 | -114 | 0.00% |
| WELLS FARGO & COMPANY/MN | 1 | Jun 30, 26 | -391 | 0.00% |
| Steward Partners Investment Advisory, LLC | 1 | Jun 30, 26 | -- | 0.00% |
| Mariner, LLC | -- | Jun 30, 26 | -241.80K | -- |
| JANE STREET GROUP, LLC | -- | Jun 30, 26 | -20.07K | -- |
| MAI Capital Management | -- | Jun 30, 26 | -1.19K | -- |
| Independent Advisor Alliance | -- | Jun 30, 26 | -142.51K | -- |
| Western Wealth Management, LLC | -- | Jun 30, 26 | -6.30K | -- |
| Sound Income Strategies, LLC | -- | Jun 30, 26 | -1 | -- |
| CWM, LLC | 7.71K | Mar 31, 26 | -206 | 0.09% |
| CEDRUS LLC | 512.08K | Sep 30, 24 | +65.68K | 5.89% |
| RAYMOND JAMES & ASSOCIATES | 77.31K | Sep 30, 24 | +7.42K | 0.89% |
| Raymond James Financial Services Advisors, Inc. | 62.23K | Sep 30, 24 | -12.90K | 0.72% |
| FinTrust Capital Advisors, LLC | 19.05K | Sep 30, 24 | -- | 0.22% |
| BENJAMIN F. EDWARDS & COMPANY, INC. | 1.28K | Jun 30, 24 | -- | 0.01% |
| Cetera Advisor Networks LLC | 21.20K | Mar 31, 24 | -694 | 0.24% |
| Cetera Advisors LLC | 17.58K | Mar 31, 24 | +17.58K | 0.20% |
| WEALTHSOURCE PARTNERS, LLC | 26.25K | Dec 31, 23 | -- | 0.30% |
| TRUSTCORE FINANCIAL SERVICES, LLC | 12.46K | Dec 31, 22 | -- | 0.14% |
| American Portfolios Advisors | 25.90K | Sep 30, 22 | +25.90K | 0.30% |
| NEXT Financial Group, Inc | -- | Dec 31, 21 | -228 | -- |
| Ameritas Investment Company, LLC | 303.30K | Sep 30, 21 | +222.44K | 3.49% |
| Advisor Group, Inc. | 61.29K | Dec 31, 19 | +14.30K | 0.71% |
| LADENBURG THALMANN FINANCIAL SERVICES INC. | 4.51K | Dec 31, 19 | +2.96K | 0.05% |
Latest holdings as of Funds file quarterly, up to 45 days after quarter end; this page refreshes weeklyAbout this data
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