10 institutions reported holding $5.5M of ISHARES TR (LDRI) in SEC 13F filings for 2026-06-30. Largest institutional holders: HighTower Advisors, LLC ($2.0M), DAVENPORT & Co LLC ($1.0M), Treasure Coast Financial Planning ($809,193), Gilbert Capital Group, Inc. ($572,317), Creative Planning ($401,528). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | HighTower Advisors, LLC | $2.0M | 78,018 | Added |
| 2 | DAVENPORT & Co LLC | $1.0M | 39,824 | Added |
| 3 | Treasure Coast Financial Planning | $809,193 | 31,640 | Trimmed |
| 4 | Gilbert Capital Group, Inc. | $572,317 | 22,378 | New |
| 5 | Creative Planning | $401,528 | 15,700 | Hold |
| 6 | Integrated Wealth Concepts LLC | $393,292 | 15,377 | Added |
| 7 | JANE STREET GROUP, LLC | $293,192 | 11,464 | New |
| 8 | SHP Wealth Management | $725 | 28 | New |
| 9 | CITADEL ADVISORS LLC | $0 | 0 | Exited |
| 10 | Advisory Services Network, LLC | $0 | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-06-30