Skip to content
Disclosery

LQD ISHARES TR

Follow

SHS (fund)

1,137 managers (1,153 13F filers) reported a position in LQD shares at 2025-12-31, 279,499,223 shares in all. 106 filers opened a position and 68 filers sold out during the quarter.

Managers
1,137
13F filers
1,153
New
106
Added
440
Reduced
363
Sold out
68
Shares held by filers
279,499,223

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q4 2025

Filers in the available 13F reports with a share position at 2025-12-31, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
Genus Capital Management Inc.101,196$11.2M1.3%+5213F-HRTimeline
Trajan Wealth LLC99,346$10.9M0.46%-68413F-HRTimeline
BlueCrest Capital Management Ltd99,000$10.9M0.42%new13F-HRTimeline
Finhabits Advisors LLC98,476$10.9M10.18%13F-HRTimeline
EFG International AGin group EFG International AG96,532$10.6M0.21%13F-HRTimelineGroup
WESBANCO BANK INC96,242$10.6M0.29%+6,03213F-HRTimeline
Shelter Mutual Insurance Coin group Shelter Mutual Insurance Co95,196$10.5M2.34%013F-HRTimelineGroup
Kelsey Financial, LLC94,131$10.4M8.91%13F-HRTimeline
Beacon Pointe Advisors, LLC93,457$10.3M0.07%+50,58013F-HRTimeline
INVICTUS PRIVATE WEALTH, LLC93,304$10.3M0.62%+1,05513F-HRTimeline
Winthrop Capital Management, LLC92,649$10.2M2.38%-38313F-HRTimeline
Wealthstar Advisors, LLC91,398$10.1M5.48%-1,77513F-HRTimeline
Foguth Wealth Management, LLC.90,829$10M1.55%13F-HRTimeline
FULTON BREAKEFIELD BROENNIMAN LLC90,129$9.93M0.63%-4,73913F-HRTimeline
TD Waterhouse Canada Inc.89,630$9.88M0.06%+5,44613F-HRTimeline
Rothschild Wealth LLC89,192$9.83M0.94%+14,67513F-HR/ATimeline
Beta Wealth Group, Inc.88,335$9.73M3.91%-2,20613F-HRTimeline
Lighthouse Financial LLC86,132$9.49M6.2%+32,74813F-HRTimeline
Summit Financial, LLC85,866$9.46M0.14%-1,29013F-HRTimeline
Itau Unibanco Holding S.A.in group Itau Unibanco Holding S.A.85,581$9.43M0.23%+1,60013F-HRTimelineGroup
Jefferies Financial Group Inc.in group Jefferies Financial Group Inc.85,135$9.38M0.08%-291,81613F-HRTimelineGroup
Mariner, LLCin group Mariner, LLC84,589$9.32M0.01%+6,30413F-HRTimelineGroup
JMAC ENTERPRISES LLC83,089$9.16M1.75%+3,66513F-HRTimeline
CONSILIO WEALTH ADVISORS, LLC80,983$8.92M2.61%+78,28213F-HRTimeline
Heartwood Wealth Advisors LLC80,570$8.88M0.82%+1,91013F-HRTimeline
Central Pacific Bank - Trust Division79,960$8.81M1.08%+18,72513F-HRTimeline
Sonoma Allocations LLC79,414$8.75M2.9%new13F-HRTimeline
5th Street Advisors, LLC79,296$8.74M4.08%-22,78313F-HRTimeline
EASTERLY INVESTMENT PARTNERS LLC78,690$8.67M0.53%013F-HRTimeline
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…78,501$8.65M0.02%+5,39213F-HRTimelineGroup
Private Advisor Group, LLC78,475$8.65M0.04%-1,99113F-HRTimeline
Strategic Investment Advisors / MI78,229$8.62M0.75%+78,13113F-HRTimeline
DV Trading LLC77,946$8.59M0.74%13F-HRTimeline
Qube Research & Technologies Ltd77,161$8.5M0.01%-158,67113F-HRTimeline
NVWM, LLC76,656$8.45M1.84%+3,58813F-HRTimeline
FIDUCIARY FINANCIAL GROUP, LLC76,115$8.39M1.18%+2,10213F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\75,376$8.31M0.01%-9,45713F-HRTimelineGroup
STEPHENS INC /AR/in group Stephens Investment Managemen…75,344$8.3M0.1%-1,96513F-HRTimelineGroup
COMERICA BANK74,680$8.23M0.03%+3,86813F-HRTimeline
Integrated Advisors Network LLC74,492$8.21M0.36%-5,21413F-HRTimeline
Anfield Capital Management, LLCin group Anfield Capital Management, L…73,738$8.13M2.56%-1,44613F-HRTimelineGroup
Connecticut Capital Management Group, L…73,209$8.07M7.72%13F-HRTimeline
ALLIANCEBERNSTEIN L.P.73,175$8.06M<0.01%+5,70313F-HRTimeline
Chesapeake Wealth Management73,112$8.06M2.4%+2,66613F-HRTimeline
Torrey-Payne Wealth Management, LLC71,079$7.88M7.07%13F-HRTimeline
Compound Planning, Inc.71,345$7.86M0.23%+5,03413F-HRTimeline
WBH ADVISORY INC70,557$7.77M0.58%-10,15913F-HRTimeline
Perigon Wealth Management, LLC70,067$7.72M0.14%+3,48713F-HRTimeline
Income Insurance Ltd68,570$7.56M4.9%13F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
MERCER GLOBAL ADVISORS INC /ADV67,522$7.44M0.01%+4,93213F-HRTimeline
FIRST TRUST ADVISORS LPin group FIRST TRUST ADVISORS LP66,754$7.36M0.01%-2,45913F-HRTimelineGroup
FLPUTNAM INVESTMENT MANAGEMENT CO65,794$7.25M0.11%+5,44613F-HRTimeline
CAPTRUST FINANCIAL ADVISORS65,560$7.22M0.01%+4,48613F-HRTimeline
Legacy Private Trust Co.65,347$7.2M0.42%new13F-HRTimeline
Modus Advisors, LLC65,040$7.17M1.89%+4,85713F-HRTimeline
M&T Bank Corpin group M&T Bank Corp65,017$7.16M0.02%-6,03313F-HR/ATimelineGroup
PINKERTON WEALTH, LLC64,575$7.12M0.73%+3,00413F-HRTimeline
FIRST FOUNDATION ADVISORSin group FIRST FOUNDATION ADVISORS64,455$7.1M0.27%-24713F-HRTimelineGroup
Providence Capital Advisors, LLC64,321$7.09M1.19%+1,98113F-HRTimeline
CAPSTONE INVESTMENT ADVISORS, LLCin group CAPSTONE INVESTMENT ADVISORS,…64,001$7.05M0.06%-113,93513F-HRTimelineGroup
Curran Financial Partners, LLC63,720$7.02M1.33%+7,09913F-HRTimeline
Bank of New York Mellon Corpin group Bank of New York Mellon Corp63,441$6.99M<0.01%-24,69713F-HRTimelineGroup
Corient Private Wealth LPin group Corient Private Wealth LP63,163$6.96M0.01%-4,19813F-HR/ATimelineGroup
Mutual Advisors, LLC61,773$6.81M0.15%-7,90813F-HRTimeline
Ball & Co Wealth Management Inc.61,432$6.77M4.36%-29,15513F-HRTimeline
Fairvoy Private Wealth, LLC60,531$6.67M1.49%-8013F-HRTimeline
1607 Capital Partners, LLC60,310$6.65M0.45%-59,55013F-HRTimeline
AOZORA BANK, LTD.60,000$6.61M20.3%013F-HRTimeline
Vontobel Holding Ltd.in group Vontobel Holding Ltd.59,797$6.59M0.02%+20013F-HRTimelineGroup
David J Yvars Group59,642$6.57M3.51%+6,12013F-HRTimeline
Balefire, LLC58,892$6.49M1.26%-59113F-HRTimeline
BCS Private Wealth Management, Inc.58,780$6.48M2.21%+20,62013F-HRTimeline
Evelyn Partners Investment Management (…58,458$6.44M2.09%-41113F-HRTimeline
True Freedom Investing, LLC58,161$6.41M0.44%+41,89813F-HRTimeline
SYNTAX RESEARCH, INC.57,682$6.36M3.92%+20,07813F-HRTimeline
Waterloo Capital, L.P.57,256$6.31M0.46%-4,92613F-HRTimeline
Welch & Forbes LLC56,547$6.23M0.08%-1,73213F-HRTimeline
Townsend Financial Planning, LLC56,227$6.2M6.2%13F-HRTimeline
EXENCIAL WEALTH ADVISORS, LLC55,862$6.16M0.19%+5,98613F-HRTimeline
Keystone Global Partners, LLC55,789$6.15M2.7%-7,95713F-HRTimeline
SAX WEALTH ADVISORS, LLC51,815$5.71M0.27%+5,41313F-HRTimeline
NewEdge Wealth, LLC50,995$5.62M0.06%013F-HRTimeline
SBI Securities Co., Ltd.50,841$5.6M0.14%+8,37913F-HRTimeline
Rochester Wealth Strategies, LLC50,206$5.53M3.47%+3,30713F-HRTimeline
Alpha Wealth Funds, LLC50,107$5.52M3.71%+19,00013F-HRTimeline
Merit Financial Group, LLC49,410$5.44M0.04%+29,85513F-HRTimeline
RWA WEALTH PARTNERS, LLC49,240$5.43M0.06%-9,20913F-HRTimeline
CAMDEN NATIONAL BANK48,980$5.4M0.74%+2,50113F-HRTimeline
Blackhawk Capital Partners, LLC48,676$5.36M2.01%new13F-HRTimeline
Pines Wealth Management, LLC48,566$5.35M1.73%+2,28013F-HRTimeline
Aptus Capital Advisors, LLC48,456$5.34M0.05%+5,85613F-HRTimeline
Midwest Financial Group LLC48,414$5.33M2.36%-7,17413F-HRTimeline
Crabel Capital Management, LLC48,226$5.31M4.02%-20,14113F-HRTimeline
Independent Solutions Wealth Management…47,315$5.21M0.96%+11,88313F-HRTimeline
FOUNDERS FINANCIAL SECURITIES LLC46,718$5.15M0.3%+7,31513F-HRTimeline
JAMES INVESTMENT RESEARCH, INC.46,085$5.08M0.55%+3,84113F-HRTimeline
TME FINANCIAL, INC.45,497$5.01M3.52%+10,73813F-HRTimeline
CoreCap Advisors, LLC45,431$5.01M0.17%+12,08913F-HRTimeline
Worth Asset Management, LLC45,333$5M2.12%+6,33213F-HRTimeline
EQ LLC44,497$4.9M1.41%+29,93513F-HRTimeline
Cornerstone Management, Inc.44,214$4.87M0.79%+1,44213F-HRTimeline
Advisory Services Network, LLC43,907$4.84M0.07%+7,53313F-HRTimeline
BAR HARBOR WEALTH MANAGEMENTin group BAR HARBOR WEALTH MANAGEMENT43,675$4.81M0.28%-1,24613F-HRTimelineGroup
Y.D. More Investments Ltdin group Y.D. More Investments Ltd42,864$4.72M0.23%-17,54013F-HRTimelineGroup
Turn8 Private Wealth Inc.41,532$4.58M3.28%-1,41213F-HRTimeline
BURNS J W & CO INC/NY41,141$4.53M0.5%+1,65113F-HRTimeline
LOOMIS SAYLES & CO L Pin group LOOMIS SAYLES & CO L P40,895$4.51M0.01%+89513F-HRTimelineGroup
Lantern Wealth Advisors, LLC40,853$4.5M2.39%+74013F-HRTimeline
COREPATH WEALTH PARTNERS LLC40,552$4.48M3%+6,47213F-HRTimeline
Global Trust Wealth Management LLC40,515$4.46M3.31%13F-HRTimeline
Janney Montgomery Scott LLC40,486$4.46M0.01%-7,63013F-HRTimeline
Red Wave Investments LLC40,476$4.46M1.33%-2,19013F-HRTimeline
Lido Advisors, LLCin group Lido Advisors, LLC40,353$4.46M0.02%+29,05413F-HRTimelineGroup
Joseph P. Lucia & Associates, LLC39,922$4.4M1.59%+5,74113F-HRTimeline
FAIRVIEW CAPITAL INVESTMENT MANAGEMENT,…39,585$4.36M0.22%-19513F-HRTimeline
CITIZENS FINANCIAL GROUP INC/RIin group CITIZENS FINANCIAL GROUP INC/…38,794$4.27M0.06%+17,86513F-HRTimelineGroup
Broyhill Asset Management, LLC38,471$4.24M3.73%+20,54913F-HRTimeline
MMA ASSET MANAGEMENT LLC37,974$4.18M1.49%+1,80413F-HRTimeline
Jump Financial, LLCin group Jump Financial, LLC37,523$4.13M0.05%new13F-HRTimelineGroup
&PARTNERS37,470$4.13M0.02%+6,17013F-HRTimeline
Wescott Financial Advisory Group, LLC36,826$4.06M0.35%+3,83113F-HRTimeline
Sowell Financial Services LLC36,582$4.03M0.15%+1,06413F-HRTimeline
Advisors Preferred, LLCin group Advisors Preferred, LLC36,415$4.01M0.65%-44,57413F-HRTimelineGroup
PKS Advisory Services, LLC36,287$4M0.91%-53613F-HRTimeline
Sagil Capital LLP36,200$3.99M2.49%013F-HRTimeline
Verition Fund Management LLC36,098$3.98M0.02%-695,06513F-HRTimeline
Heritage Wealth Management, Inc. /CA/35,212$3.88M2.51%+1,43013F-HRTimeline
XTX Topco Ltdin group XTX Topco Ltd35,139$3.87M0.1%+7,82313F-HRTimelineGroup
World Investment Advisors34,717$3.83M0.06%+24,61213F-HR/ATimeline
WESTWOOD HOLDINGS GROUP INCin group WESTWOOD HOLDINGS GROUP INC34,566$3.81M0.03%-69313F-HRTimelineGroup
Sage Investment Advisers LLC33,991$3.75M2.81%13F-HRTimeline
Purpose Unlimited Inc.in group Purpose Unlimited Inc.33,810$3.73M0.17%13F-HRTimelineGroup
SevenBridge Financial Group, LLC33,515$3.72M0.6%-38913F-HRTimeline
ROVIN CAPITAL /UT/ /ADV33,597$3.7M0.98%-8,39713F-HRTimeline
Note Advisors, LLC33,453$3.7M1.9%+4,27813F-HRTimeline
Flagship Private Wealth, LLC33,462$3.69M1.45%+3,13413F-HRTimeline
GTS SECURITIES LLC33,393$3.68M0.13%new13F-HRTimeline
LWM ADVISORS INC32,884$3.62M3.19%+13713F-HRTimeline
TOMPKINS FINANCIAL CORPin group TOMPKINS FINANCIAL CORP32,867$3.62M0.28%+2,40713F-HRTimelineGroup
SYKON CAPITAL LLC32,460$3.58M1.15%+2,59013F-HRTimeline
Eukles Asset Management32,346$3.56M1.39%+3,51613F-HRTimeline
LANARK FINANCIAL, INC.32,155$3.54M0.27%-47113F-HRTimeline
Brookstone Capital Managementin group Brookstone Capital Management32,076$3.53M0.04%+17,30213F-HRTimelineGroup
STATE STREET CORPin group STATE STREET CORP31,970$3.52M<0.01%-3,77913F-HRTimelineGroup
Mokosak Advisory Group, LLC31,791$3.5M0.88%+2,07113F-HRTimeline
Transamerica Financial Advisors, LLCin group Transamerica Financial Adviso…31,484$3.47M0.29%+1,20513F-HRTimelineGroup
PERRYMAN FINANCIAL ADVISORY INC /AD31,418$3.46M0.51%13F-HRTimeline
Sequoia Financial Advisors, LLC31,215$3.44M0.02%-6,41113F-HRTimeline
Baker Avenue Asset Management, LP31,123$3.43M0.08%+2,50013F-HRTimeline
Argyle Capital Partners, LLC30,271$3.34M2.44%+36313F-HRTimeline
OneDigital Investment Advisors LLC30,160$3.32M0.03%+94813F-HRTimeline
Ameritas Investment Partners, Inc.group of 2 filers holding30,155$3.32M-3,145Timeline
Orion Porfolio Solutions, LLC29,834$3.29M0.02%+6,42513F-HRTimeline
J.Safra Asset Management Corp29,683$3.27M0.17%+4,00213F-HRTimeline
CALTON & ASSOCIATES, INC.29,666$3.27M0.48%+50213F-HRTimeline
AMG National Trust Bank29,558$3.26M0.08%+70413F-HRTimeline
Roberts Financial Services LLC29,358$3.24M1.02%+35213F-HRTimeline
Union Bancaire Privee, UBP SA29,704$3.23M0.04%+2,50013F-HRTimeline
CVFG LLC29,338$3.23M2.22%+52513F-HRTimeline
Good Steward Wealth Advisors,LLC29,313$3.23M2.13%+8,11113F-HRTimeline
CWM, LLCin group CWM, LLC29,055$3.2M0.01%-87313F-HRTimelineGroup
Frank, Rimerman Advisors LLC28,986$3.19M0.2%013F-HRTimeline
ANCHOR CAPITAL ADVISORS LLC28,665$3.16M0.09%013F-HRTimeline
Jacobi Capital Management LLC28,330$3.12M0.18%+2,53613F-HRTimeline
Waverly Advisors, LLC28,324$3.12M0.03%-2,62113F-HRTimeline
SEAMOUNT FINANCIAL GROUP INC27,918$3.08M1.4%+2,07713F-HRTimeline
J HAGAN CAPITAL, INC.27,772$3.06M1.69%new13F-HRTimeline
CAPITAL FINANCIAL GROUP INC\CO\ /ADV27,750$3.06M1.71%13F-HRTimeline
COMMERCE BANKin group COMMERCE BANK27,224$3M0.02%-67513F-HRTimelineGroup
Northern Lights Advisors, Inc.26,958$2.97M2.04%13F-HRTimeline
TT Capital Management LLC26,576$2.93M2.33%-1,56013F-HRTimeline
Vestmark Advisory Solutions, Inc.26,558$2.93M0.04%-31713F-HRTimeline
Farrell Financial LLC26,555$2.93M1.73%-2,53513F-HRTimeline
Lifestyle Asset Management, Inc.26,385$2.91M0.95%+6,87913F-HRTimeline
Madrid Financial Services26,338$2.9M2.09%-10,07513F-HRTimeline
Pacifica Partners Inc.26,318$2.9M1.29%+48013F-HRTimeline
KG Capital Management26,135$2.88M0.74%+55813F-HRTimeline
Keel Point, LLC25,818$2.84M0.17%+33813F-HRTimeline
LYNX CAPITAL GROUP LTD /ADV25,206$2.78M1.27%+18313F-HRTimeline
FineMark National Bank & Trust25,182$2.77M0.09%+69313F-HRTimeline
BankPlus Wealth Management LLCin group BankPlus Trust Department25,053$2.76M1.52%+2,35513F-HRTimelineGroup
NEW ENGLAND ASSET MANAGEMENT INC25,000$2.75M0.36%013F-HRTimeline
Banco Santander, S.A.in group Banco Santander, S.A.24,828$2.74M0.02%+21,19113F-HRTimelineGroup
AE Wealth Management LLC24,533$2.7M0.02%+2,36913F-HRTimeline
Clarus Wealth Advisors24,310$2.69M1.12%+76313F-HRTimeline
Ironwood Financial, llc24,003$2.65M0.45%-1,50813F-HRTimeline
Coordinated Financial Services, Inc.23,740$2.62M1.5%+3,55913F-HRTimeline
FRANKLIN RESOURCES INCin group Franklin Resources23,718$2.61M<0.01%+2,68013F-HRTimelineGroup
M Holdings Securities, Inc.23,517$2.59M0.19%new13F-HRTimeline
FLAGSTAR SECURITIES, INCin group FLAGSTAR SECURITIES, INC23,392$2.58M0.86%+1,10813F-HRTimelineGroup
INSIGNEO ADVISORY SERVICES, LLC23,364$2.57M0.18%+1,03213F-HRTimeline
One Wealth Advisors, LLC23,250$2.56M0.31%-3,24313F-HRTimeline
Vericrest Private Wealth23,216$2.56M2.27%13F-HRTimeline
DUNCKER STREETT & CO INC23,039$2.54M0.45%-40013F-HRTimeline
REGIONS FINANCIAL CORPin group REGIONS FINANCIAL CORP22,771$2.51M0.02%-59313F-HRTimelineGroup
Yeomans Consulting Group, Inc.22,722$2.5M0.73%new13F-HRTimeline
Range Advisory, LLC22,699$2.5M0.64%13F-HRTimeline
LAKE STREET PRIVATE WEALTH, LLC22,688$2.5M0.31%+2,36913F-HRTimeline
Heck Capital Advisors, LLC22,637$2.49M0.19%+1,71213F-HRTimeline
ALTERNA WEALTH MANAGEMENT, INC22,614$2.49M2.08%-94513F-HRTimeline