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Funds Holding LDUR

On this page, we present all of the funds holding LDUR from our database of 13F filers, detailed in the table below. The first column indicates the name of each of the funds holding LDUR, with a link to that fund's top holdings. The next columns indicate the amount of LDUR stock held by each of the funds holding LDUR, followed by the LDUR position size held by the fund, and lastly the date of the quarterly filing period the data represents. In total, we count 150 funds holding LDUR within the last two filing periods in our coverage universe of 13F filers, with the largest position size having been reported by CWM LLC. For more details on the positions held by CWM LLC (or by any of the other funds holding LDUR), click the fund name in the "Holder" column of the funds-holding-LDUR table below.

HolderAmountPosition Size
($ in 1000's)
 As of
CWM LLC986,537$93,583 03/31/2024
     LDUR986,537$93,583 03/31/2024
Bank of America Corp DE538,816$51,058 12/31/2023
     LDUR538,816$51,058 12/31/2023
LPL Financial LLC428,926$40,645 12/31/2023
     LDUR428,926$40,645 12/31/2023
Advocacy Wealth Management Services LLC387,028$36,713 03/31/2024
     LDUR387,028$36,713 03/31/2024
TD Capital Management LLC363,753$34,469 12/31/2023
     LDUR363,753$34,469 12/31/2023
Morgan Stanley332,836$31,540 12/31/2023
     LDUR332,836$31,540 12/31/2023
Elwood & Goetz Wealth Advisory Group LLC208,885$19,815 03/31/2024
     LDUR208,885$19,815 03/31/2024
HighTower Advisors LLC206,726$19,583 12/31/2023
     LDUR206,726$19,583 12/31/2023
Royal Bank of Canada204,283$19,357 12/31/2023
     LDUR204,283$19,357 12/31/2023
UBS Group AG182,149$17,260 12/31/2023
     LDUR182,149$17,260 12/31/2023
O Connor Financial Group LLC181,920$17,257 03/31/2024
     LDUR181,920$17,257 03/31/2024
Cerity Partners LLC165,753$15,768 12/31/2023
     LDUR165,753$15,768 12/31/2023
Financial Gravity Asset Management Inc.153,586$14,554 12/31/2023
     LDUR153,586$14,554 12/31/2023
Vickerman Investment Advisors Inc.140,329$13,298 12/31/2023
     LDUR140,329$13,298 12/31/2023
Access Financial Services Inc.135,701$12,873 03/31/2024
     LDUR135,701$12,873 03/31/2024
Dynamic Advisor Solutions LLC130,343$12,364 03/31/2024
     LDUR130,343$12,364 03/31/2024
Integrated Wealth Concepts LLC120,401$11,409 12/31/2023
     LDUR120,401$11,409 12/31/2023
Howland Capital Management LLC104,955$9,979 12/31/2023
     LDUR104,955$9,979 12/31/2023
Resources Investment Advisors LLC.97,674$9,256 12/31/2023
     LDUR97,674$9,256 12/31/2023
Advisor Group Holdings Inc.83,130$7,883 12/31/2023
     LDUR83,130$7,883 12/31/2023
Wells Fargo & Company MN79,526$7,536 12/31/2023
     LDUR79,526$7,536 12/31/2023
Valley National Advisers Inc.73,392$6,960 03/31/2024
     LDUR73,392$6,960 03/31/2024
Treasure Coast Financial Planning72,427$6,863 12/31/2023
     LDUR72,427$6,863 12/31/2023
Austin Private Wealth LLC65,335$6,174 03/31/2024
     LDUR65,335$6,174 03/31/2024
Captrust Financial Advisors58,494$5,543 12/31/2023
     LDUR58,494$5,543 12/31/2023
Envestnet Asset Management Inc.50,012$4,739 12/31/2023
     LDUR50,012$4,739 12/31/2023
We Are One Seven LLC47,394$4,491 12/31/2023
     LDUR47,394$4,491 12/31/2023
First National Corp MA ADV46,156$4,374 03/31/2024
     LDUR46,156$4,374 03/31/2024
Renaissance Technologies LLC45,600$4,321 12/31/2023
     LDUR45,600$4,321 12/31/2023
SkyOak Wealth LLC44,843$4,249 12/31/2023
     LDUR44,843$4,249 12/31/2023
CarsonAllaria Wealth Management Ltd.43,223$4,096 12/31/2023
     LDUR43,223$4,096 12/31/2023
Stifel Financial Corp41,277$3,911 12/31/2023
     LDUR41,277$3,911 12/31/2023
Ameritas Advisory Services LLC39,013$3,697 12/31/2023
     LDUR39,013$3,697 12/31/2023
JPMorgan Chase & Co.36,887$3,495 12/31/2023
     LDUR36,887$3,495 12/31/2023
Signet Financial Management LLC36,584$3,470 03/31/2024
     LDUR36,584$3,470 03/31/2024
Syverson Strege & Co35,691$3,382 12/31/2023
     LDUR35,691$3,382 12/31/2023
Greatmark Investment Partners Inc.35,445$3,359 12/31/2023
     LDUR35,445$3,359 12/31/2023
Procyon Private Wealth Partners LLC34,284$3,252 03/31/2024
     LDUR34,284$3,252 03/31/2024
Clear Creek Financial Management LLC32,686$3,097 12/31/2023
     LDUR32,686$3,097 12/31/2023
PAX Financial Group LLC29,778$2,823 12/31/2023
     LDUR29,778$2,823 12/31/2023
Commonwealth Equity Services LLC28,703$2,720 12/31/2023
     LDUR28,703$2,720 12/31/2023
Sage Rhino Capital LLC27,311$2,588 12/31/2023
     LDUR27,311$2,588 12/31/2023
IFP Advisors Inc27,022$2,561 12/31/2023
     LDUR27,022$2,561 12/31/2023
Precision Wealth Strategies LLC25,914$2,456 12/31/2023
     LDUR25,914$2,456 12/31/2023
Planning Capital Management Corp24,941$2,363 12/31/2023
     LDUR24,941$2,363 12/31/2023
Smart Portfolios LLC23,796$2,258 12/31/2023
     LDUR23,796$2,258 12/31/2023
Brown Advisory Inc.21,760$2,064 03/31/2024
     LDUR21,760$2,064 03/31/2024
Change Path LLC19,993$1,895 12/31/2023
     LDUR19,993$1,895 12/31/2023
Essex Financial Services Inc.19,075$1,809 03/31/2024
     LDUR19,075$1,809 03/31/2024
Family Investment Center Inc.18,956$1,798 03/31/2024
     LDUR18,956$1,798 03/31/2024
Sequoia Financial Advisors LLC18,762$1,778 12/31/2023
     LDUR18,762$1,778 12/31/2023
Avantax Advisory Services Inc.16,931$1,604 12/31/2023
     LDUR16,931$1,604 12/31/2023
RFG Advisory LLC16,846$1,598 03/31/2024
     LDUR16,846$1,598 03/31/2024
Williams & Novak LLC16,342$1,549 03/31/2024
     LDUR16,342$1,549 03/31/2024
PFG Advisors14,852$1,407 12/31/2023
     LDUR14,852$1,407 12/31/2023
Kestra Advisory Services LLC13,431$1,273 12/31/2023
     LDUR13,431$1,273 12/31/2023
DAVENPORT & Co LLC12,810$1,214 12/31/2023
     LDUR12,810$1,214 12/31/2023
Advisory Services Network LLC12,605$1,194 12/31/2023
     LDUR12,605$1,194 12/31/2023
Compass Financial Group Inc.12,260$1,162 12/31/2023
     LDUR12,260$1,162 12/31/2023
GeoWealth Management LLC12,095$1,147 12/31/2023
     LDUR12,095$1,147 12/31/2023
Delta Financial Group Inc.11,900$1,128 12/31/2023
     LDUR11,900$1,128 12/31/2023
WBH Advisory Inc.10,332$980 03/31/2024
     LDUR10,332$980 03/31/2024
Avestar Capital LLC10,130$964 12/31/2023
     LDUR10,130$964 12/31/2023
Prospera Financial Services Inc9,838$932 12/31/2023
     LDUR9,838$932 12/31/2023
Jane Street Group LLC9,835$932 12/31/2023
     LDUR9,835$932 12/31/2023
Legacy Capital Wealth Partners LLC9,491$899 12/31/2023
     LDUR9,491$899 12/31/2023
CI Private Wealth LLC8,874$841 12/31/2023
     LDUR8,874$841 12/31/2023
Halbert Hargrove Global Advisors LLC8,384$795 03/31/2024
     LDUR8,384$795 03/31/2024
Mayfair Advisory Group LLC8,181$776 03/31/2024
     LDUR8,181$776 03/31/2024
Axxcess Wealth Management LLC7,792$738 12/31/2023
     LDUR7,792$738 12/31/2023
Mercer Global Advisors Inc. ADV7,351$697 12/31/2023
     LDUR7,351$697 12/31/2023
Citigroup Inc.7,053$668 12/31/2023
     LDUR7,053$668 12/31/2023
CGC Financial Services LLC7,027$667 03/31/2024
     LDUR7,027$667 03/31/2024
Caldwell Sutter Capital Inc.6,994$663 03/31/2024
     LDUR6,994$663 03/31/2024
Fernwood Investment Management LLC7,000$663 12/31/2023
     LDUR7,000$663 12/31/2023
Cetera Advisors LLC6,739$639 12/31/2023
     LDUR6,739$639 12/31/2023
Geller Advisors LLC6,688$636 12/31/2023
     LDUR6,688$636 12/31/2023
Proficio Capital Partners LLC6,502$616 12/31/2023
     LDUR6,502$616 12/31/2023
Wealthcare Advisory Partners LLC6,319$599 03/31/2024
     LDUR6,319$599 03/31/2024
Stephens Inc. AR6,125$580 12/31/2023
     LDUR6,125$580 12/31/2023
Cambridge Investment Research Advisors Inc.5,758$546 03/31/2024
     LDUR5,758$546 03/31/2024
Nations Financial Group Inc. IA ADV5,626$534 03/31/2024
     LDUR5,626$534 03/31/2024
National Bank of Canada FI5,694$534 12/31/2023
     LDUR5,694$534 12/31/2023
MML Investors Services LLC5,419$514 12/31/2023
     LDUR5,419$514 12/31/2023
Mayflower Financial Advisors LLC5,331$505 12/31/2023
     LDUR5,331$505 12/31/2023
Comerica Bank5,099$483 12/31/2023
     LDUR5,099$483 12/31/2023
Capstone Triton Financial Group LLC4,938$468 03/31/2024
     LDUR4,938$468 03/31/2024
American Institute for Advanced Investment Management LLP4,808$456 03/31/2024
     LDUR4,808$456 03/31/2024
FinTrust Capital Advisors LLC4,778$453 12/31/2023
     LDUR4,778$453 12/31/2023
Cedar Brook Financial Partners LLC4,750$451 03/31/2024
     LDUR4,750$451 03/31/2024
Tobias Financial Advisors Inc.4,689$444 12/31/2023
     LDUR4,689$444 12/31/2023
Citadel Advisors LLC4,676$443 12/31/2023
     LDUR4,676$443 12/31/2023
Susquehanna International Group LLP4,569$433 12/31/2023
     LDUR4,569$433 12/31/2023
Cetera Investment Advisers4,173$395 12/31/2023
     LDUR4,173$395 12/31/2023
Cetera Advisor Networks LLC4,154$394 12/31/2023
     LDUR4,154$394 12/31/2023
Raymond James & Associates4,096$389 03/31/2024
     LDUR4,096$389 03/31/2024
Capital Advisors Ltd. LLC4,054$385 03/31/2024
     LDUR4,054$385 03/31/2024
Heritage Trust Co3,958$375 12/31/2023
     LDUR3,958$375 12/31/2023
Kathmere Capital Management LLC3,860$366 03/31/2024
     LDUR3,860$366 03/31/2024
Means Investment CO. Inc.3,822$363 03/31/2024
     LDUR3,822$363 03/31/2024
Anfield Capital Management LLC3,833$363 12/31/2023
     LDUR3,833$363 12/31/2023
Geneos Wealth Management Inc.3,806$361 12/31/2023
     LDUR3,806$361 12/31/2023
Skyline Advisors Inc.3,718$353 03/31/2024
     LDUR3,718$353 03/31/2024
Carr Financial Group Corp3,508$332 12/31/2023
     LDUR3,508$332 12/31/2023
Harbour Investments Inc.3,489$331 12/31/2023
     LDUR3,489$331 12/31/2023
IHT Wealth Management LLC3,147$298 12/31/2023
     LDUR3,147$298 12/31/2023
Assetmark Inc.3,037$288 12/31/2023
     LDUR3,037$288 12/31/2023
Bedel Financial Consulting Inc.3,041$288 12/31/2023
     LDUR3,041$288 12/31/2023
Diversified Trust Co2,998$284 03/31/2024
     LDUR2,998$284 03/31/2024
Cedar Wealth Management LLC2,997$284 12/31/2023
     LDUR2,997$284 12/31/2023
Capital Asset Advisory Services LLC2,981$281 03/31/2024
     LDUR2,981$281 03/31/2024
TD Waterhouse Canada Inc.2,955$280 12/31/2023
     LDUR2,955$280 12/31/2023
Aviance Capital Partners LLC2,823$268 03/31/2024
     LDUR2,823$268 03/31/2024
Janney Montgomery Scott LLC2,821$267 12/31/2023
     LDUR2,821$267 12/31/2023
Atria Wealth Solutions Inc.2,778$263 12/31/2023
     LDUR2,778$263 12/31/2023
Valley Financial Group Inc.2,664$252 12/31/2023
     LDUR2,664$252 12/31/2023
CIBC World Markets Inc.2,612$248 12/31/2023
     LDUR2,612$248 12/31/2023
Hubbell Strickland Wealth Management LLC2,438$231 03/31/2024
     LDUR2,438$231 03/31/2024
Schechter Investment Advisors LLC2,419$229 12/31/2023
     LDUR2,419$229 12/31/2023
Ritter Daniher Financial Advisory LLC DE2,397$227 12/31/2023
     LDUR2,397$227 12/31/2023
Clear Investment Research LLC2,356$223 12/31/2023
     LDUR2,356$223 12/31/2023
Asset Allocation Strategies LLC2,344$222 12/31/2023
     LDUR2,344$222 12/31/2023
Advisory Alpha LLC2,315$219 12/31/2023
     LDUR2,315$219 12/31/2023
Two Sigma Securities LLC2,219$210 12/31/2023
     LDUR2,219$210 12/31/2023
Chapin Davis Inc.2,201$209 03/31/2024
     LDUR2,201$209 03/31/2024
Bank of Montreal Can1,508$143 12/31/2023
     LDUR1,508$143 12/31/2023
Private Trust Co. NA1,126$107 03/31/2024
     LDUR1,126$107 03/31/2024
Community Bank N.A.1,000$95 12/31/2023
     LDUR1,000$95 12/31/2023
Financial Management Professionals Inc.811$77 03/31/2024
     LDUR811$77 03/31/2024
Principal Securities Inc.789$75 12/31/2023
     LDUR789$75 12/31/2023
Steward Partners Investment Advisory LLC750$71 12/31/2023
     LDUR750$71 12/31/2023
GWM Advisors LLC742$70 12/31/2023
     LDUR742$70 12/31/2023
Parallel Advisors LLC719$68 12/31/2023
     LDUR719$68 12/31/2023
Nelson Van Denburg & Campbell Wealth Management Group LLC696$66 12/31/2023
     LDUR696$66 12/31/2023
Future Financial Wealth Managment LLC630$60 03/31/2024
     LDUR630$60 03/31/2024
Jones Financial Companies Lllp483$46 12/31/2023
     LDUR483$46 12/31/2023
DB Wealth Management Group LLC351$33 12/31/2023
     LDUR351$33 12/31/2023
Householder Group Estate & Retirement Specialist LLC342$32 12/31/2023
     LDUR342$32 12/31/2023
Benjamin F. Edwards & Company Inc.253$24 12/31/2023
     LDUR253$24 12/31/2023
Baystate Wealth Management LLC159$15 12/31/2023
     LDUR159$15 12/31/2023
Signaturefd LLC146$14 12/31/2023
     LDUR146$14 12/31/2023
The PNC Financial Services Group Inc.105$10 12/31/2023
     LDUR105$10 12/31/2023
AdvisorNet Financial Inc73$7 03/31/2024
     LDUR73$7 03/31/2024
Penserra Capital Management LLC78$7 12/31/2023
     LDUR78$7 12/31/2023
Allianz Asset Management GmbH67$6 12/31/2023
     LDUR67$6 12/31/2023
Sanctuary Wealth Management L.L.C.65$6 12/31/2023
     LDUR65$6 12/31/2023
Proequities Inc.45$4 12/31/2023
     LDUR45$4 12/31/2023
Tower Research Capital LLC TRC 25$2 12/31/2023
     LDUR25$2 12/31/2023
Capital Analysts LLC9$1 12/31/2023
     LDUR9$1 12/31/2023
FMR LLC4$0 12/31/2023
     LDUR4$0 12/31/2023
Focused Wealth Management Inc3$0 12/31/2023
     LDUR3$0 12/31/2023

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

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