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Funds Holding LDEM

On this page, we present all of the funds holding LDEM from our database of 13F filers, detailed in the table below. The first column indicates the name of each of the funds holding LDEM, with a link to that fund's top holdings. The next columns indicate the amount of LDEM stock held by each of the funds holding LDEM, followed by the LDEM position size held by the fund, and lastly the date of the quarterly filing period the data represents. In total, we count 33 funds holding LDEM within the last two filing periods in our coverage universe of 13F filers, with the largest position size having been reported by Bank of Montreal Can. For more details on the positions held by Bank of Montreal Can (or by any of the other funds holding LDEM), click the fund name in the "Holder" column of the funds-holding-LDEM table below.

HolderAmountPosition Size
($ in 1000's)
 As of
Bank of Montreal Can125,535$5,537 12/31/2023
     LDEM125,535$5,537 12/31/2023
Jane Street Group LLC77,887$3,425 12/31/2023
     LDEM77,887$3,425 12/31/2023
Commonwealth Equity Services LLC64,196$2,814 03/31/2024
     LDEM64,196$2,814 03/31/2024
JPMorgan Chase & Co.58,938$2,592 12/31/2023
     LDEM58,938$2,592 12/31/2023
Flow Traders U.S. LLC53,182$2,338 12/31/2023
     LDEM53,182$2,338 12/31/2023
OLD Mission Capital LLC25,671$1,129 12/31/2023
     LDEM25,671$1,129 12/31/2023
Merit Financial Group LLC20,752$912 12/31/2023
     LDEM20,752$912 12/31/2023
CI Private Wealth LLC20,217$889 12/31/2023
     LDEM20,217$889 12/31/2023
Cliftonlarsonallen Wealth Advisors LLC16,428$722 12/31/2023
     LDEM16,428$722 12/31/2023
Citadel Advisors LLC13,377$588 12/31/2023
     LDEM13,377$588 12/31/2023
One Wealth Advisors LLC12,565$551 03/31/2024
     LDEM12,565$551 03/31/2024
Susquehanna International Group LLP9,595$422 12/31/2023
     LDEM9,595$422 12/31/2023
Values Added Financial LLC9,610$421 03/31/2024
     LDEM9,610$421 03/31/2024
Wealthsource Partners LLC9,503$418 12/31/2023
     LDEM9,503$418 12/31/2023
Cambridge Investment Research Advisors Inc.7,724$339 03/31/2024
     LDEM7,724$339 03/31/2024
CI Investments Inc.7,340$323 12/31/2023
     LDEM7,340$323 12/31/2023
Integrated Wealth Concepts LLC5,642$248 12/31/2023
     LDEM5,642$248 12/31/2023
Bank of America Corp DE5,475$241 12/31/2023
     LDEM5,475$241 12/31/2023
Keebeck Wealth Management LLC5,446$239 12/31/2023
     LDEM5,446$239 12/31/2023
Pathstone Holdings LLC5,171$227 12/31/2023
     LDEM5,171$227 12/31/2023
Addison Advisors LLC3,715$163 12/31/2023
     LDEM3,715$163 12/31/2023
UBS Group AG2,522$111 12/31/2023
     LDEM2,522$111 12/31/2023
Glass Jacobson Investment Advisors llc2,392$105 03/31/2024
     LDEM2,392$105 03/31/2024
Mather Group LLC.1,199$53 03/31/2024
     LDEM1,199$53 03/31/2024
EverSource Wealth Advisors LLC1,215$53 12/31/2023
     LDEM1,215$53 12/31/2023
Advisory Services Network LLC1,160$51 12/31/2023
     LDEM1,160$51 12/31/2023
National Bank of Canada FI1,062$46 12/31/2023
     LDEM1,062$46 12/31/2023
Royal Bank of Canada829$36 12/31/2023
     LDEM829$36 12/31/2023
Harbour Investments Inc.349$15 12/31/2023
     LDEM349$15 12/31/2023
LGT Financial Advisors LLC337$15 12/31/2023
     LDEM337$15 12/31/2023
Financial Synergies Wealth Advisors Inc.202$9 03/31/2024
     LDEM202$9 03/31/2024
Advisor Group Holdings Inc.151$7 12/31/2023
     LDEM151$7 12/31/2023
Global Retirement Partners LLC20$1 03/31/2024
     LDEM20$1 03/31/2024
Proequities Inc.0$0 12/31/2023
     LDEM0$0 12/31/2023

See Summary: Institutional Holders of LDEM
See Details: Top 10 Hedge Funds Holding LDEM
Also See: LDEM Holdings Changes

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