13 institutions currently hold LODI, ranked below by position value.
| Key Holders | Total Value | Avg Weight |
|---|---|---|
| SUN LIFE FINANCIAL INC | $50.4M | 2.86% |
| LPL Financial LLC | $9.0M | 0.00% |
| Spartan Wealth Advisory Services LLC | $5.8M | 0.51% |
| Grantvest Financial Group LLC | $1.2M | 0.76% |
| OSAIC HOLDINGS, INC. | $732.1K | 0.00% |
| ENVESTNET ASSET MANAGEMENT INC | $480.9K | 0.00% |
| INDEPENDENT FINANCIAL GROUP, LLC | $470.4K | 0.01% |
| Private Advisor Group, LLC | $334.6K | 0.00% |
| World Investment Advisors | $292.7K | 0.00% |
| Cambridge Investment Research Advisors, Inc. | $247.0K | 0.00% |
| KESTRA PRIVATE WEALTH SERVICES, LLC | $232.2K | 0.00% |
| Ameritas Advisory Services, LLC | $36.6K | 0.00% |
| Advisors Asset Management, Inc. | $16.0K | 0.00% |