Who owns LODI?
Institutional ownership of LODI from SEC Form 13F filings across 14 reporting managers. All positions are from one synchronized reporting period — 2026-06-30 books, filed up to 45 days after quarter end — so every row is comparable.
14
13F holders
$28.6M
value, 2026 filers
3.2M
shares disclosed
4
new positions (2026 filers)
Top institutional holders
ordered by shares owned · positions as of 2026-06-30· % of fund = share of the manager's own book · % of co. = share of LODI's shares outstanding
| # | Manager | Shares | Value | % of fund | % of co. | Δ shares QoQ |
|---|---|---|---|---|---|---|
| 1 | SUN LIFE FINANCIAL INC | 2.0M | $50,370 | 2.6% | — | 0.0% |
| 2 | LPL Financial LLC | 580,532 | $14.6M | 0.0% | — | +61.9% |
| 3 | Spartan Wealth Advisory Services LLC | 261,316 | $6.6M | 0.5% | — | +12.8% |
| 4 | Sanctuary Advisors, LLCNEW | 74,508 | $1.9M | 0.0% | — | new |
| 5 | INDEPENDENT FINANCIAL GROUP, LLC | 54,007 | $1.4M | 0.0% | — | +70.2% |
| 6 | Grantvest Financial Group LLC | 46,627 | $1.2M | 0.7% | — | +0.6% |
| 7 | Waverly Advisors, LLCNEW | 40,900 | $1.0M | 0.0% | — | new |
| 8 | Cambridge Investment Research Advisors, Inc. | 22,000 | $554 | 0.0% | — | +124.8% |
| 9 | Kestra Advisory Services, LLCNEW | 21,764 | $548,124 | 0.0% | — | new |
| 10 | ENVESTNET ASSET MANAGEMENT INC | 17,307 | $435,866 | 0.0% | — | -9.3% |
| 11 | World Investment Advisors | 10,492 | $265,395 | 0.0% | — | -9.7% |
| 12 | OSAIC HOLDINGS, INC. | 9,506 | $239,494 | 0.0% | — | -67.3% |
| 13 | COMMONWEALTH EQUITY SERVICES, LLCNEW | 9,149 | $230,420 | 0.0% | — | new |
| 14 | KESTRA PRIVATE WEALTH SERVICES, LLC | 8,696 | $219,012 | 0.0% | — | -5.6% |
Source: SEC Form 13F-HR filings (institutional managers over $100M in US-listed positions). 13Fs disclose long positions only, up to 45 days after quarter end; each manager's latest filed quarter is shown per row and dollar values are the manager's filed marks. Aggregates labeled "2026 filers" count only managers whose latest book is a 2026 quarter. Related: valuation · options positioning · supply chain. Research, not investment advice.