Who Owns COHEN (LDP)? -- Institutional Holders (2026-06-30)

89 institutions reported holding $182.6M of COHEN (LDP) in SEC 13F filings for 2026-06-30. Largest institutional holders: MORGAN STANLEY ($44.2M), UBS Group AG ($29.4M), Invesco Ltd. ($9.9M), Chicago Partners Investment Group LLC ($9.7M), Sanctuary Advisors, LLC ($6.3M). Source: SEC Form 13F.

RankInstitutionValueSharesChange
1MORGAN STANLEY$44.2M2.1MAdded
2UBS Group AG$29.4M1.4MAdded
3Invesco Ltd.$9.9M467,104Added
4Chicago Partners Investment Group LLC$9.7M468,773Added
5Sanctuary Advisors, LLC$6.3M295,463Added
6Glaxis Capital Management, LLC$5.7M270,000Added
7Atria Investments, Inc$5.2M246,045Added
8RAYMOND JAMES FINANCIAL INC$5.0M237,003Trimmed
9Royal Bank of Canada$4.8M225,620Added
10Advisors Asset Management, Inc.$3.8M181,455Added
11BANK OF AMERICA CORP /DE/$3.6M170,003Trimmed
12GREATMARK INVESTMENT PARTNERS, INC.$3.6M168,275Trimmed
13Pinnacle Financial Partners, Inc.$3.6M168,135Added
14LPL Financial LLC$3.3M157,138Added
15WELLS FARGO & COMPANY/MN$3.2M153,402Added
16ENVESTNET ASSET MANAGEMENT INC$3.1M147,592Added
17Rareview Capital LLC$3.1M145,557Added
18Baird Financial Group, Inc.$3.0M144,127Trimmed
19Thomas J. Herzfeld Advisors, Inc.$2.9M137,739Added
20NewEdge Wealth, LLC$2.5M116,907Trimmed
21Oder Investment Management, LLC$1.6M77,589Added
22Platt Wealth Management LLC$1.6M74,662Trimmed
23GUGGENHEIM CAPITAL LLC$1.4M66,210Trimmed
24WJ Financial Advisors LLC$1.4M65,947Added
25OPPENHEIMER & CO INC$1.3M62,681Trimmed

Source: SEC Form 13F filings · as of 2026-06-30