19 institutions reported holding $51.1M of ISHARES TR (LDRT) in SEC 13F filings for 2026-03-31. Largest institutional holders: HM PAYSON & CO ($39.2M), Beaumont Financial Advisors, LLC ($3.6M), Treasure Coast Financial Planning ($1.8M), HighTower Advisors, LLC ($1.7M), Royal Bank of Canada ($1.1M). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | HM PAYSON & CO | $39.2M | 1.6M | Added |
| 2 | Beaumont Financial Advisors, LLC | $3.6M | 140,961 | New |
| 3 | Treasure Coast Financial Planning | $1.8M | 72,031 | Added |
| 4 | HighTower Advisors, LLC | $1.7M | 66,963 | Added |
| 5 | Royal Bank of Canada | $1.1M | 43,781 | Added |
| 6 | Spinnaker Investment Group, LLC | $1.0M | 40,388 | Trimmed |
| 7 | OSAIC HOLDINGS, INC. | $596,246 | 23,615 | New |
| 8 | RFP Financial Group LLC | $412,764 | 16,348 | Trimmed |
| 9 | CITADEL ADVISORS LLC | $399,382 | 15,818 | New |
| 10 | Synergy Asset Management, LLC | $376,861 | 14,926 | New |
| 11 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | $282,052 | 11,171 | New |
| 12 | Strategic Blueprint, LLC | $252,486 | 10,000 | Hold |
| 13 | Advisory Services Network, LLC | $230,335 | 9,123 | New |
| 14 | WELLS FARGO & COMPANY/MN | $84,002 | 3,327 | Added |
| 15 | UBS Group AG | $15,680 | 621 | Added |
| 16 | Sunbelt Securities, Inc. | $3,181 | 126 | Hold |
| 17 | Clearstead Trust, LLC | $3,106 | 123 | New |
| 18 | Mariner, LLC | $0 | 0 | Exited |
| 19 | JANE STREET GROUP, LLC | $0 | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-03-31