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Disclosery

LQDH ISHARES U S ETF TR

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INT RT HDG C B (warrant or right)

100 managers (102 13F filers) reported a position in LQDH shares at 2026-03-31, 3,321,492 shares in all. 13 filers opened a position and 21 filers sold out during the quarter.

Managers
100
13F filers
102
New
13
Added
27
Reduced
49
Sold out
21
Shares held by filers
3,321,492

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, Q1 2026

Filers in the available 13F reports with a share position at 2026-03-31, 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
Destination Wealth Management929,645$85.8M2.23%+37,23113F-HRTimeline
LPL Financial LLC365,901$33.8M0.01%-28,03413F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/292,864$27M<0.01%+10,33613F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY221,719$20.5M<0.01%+122,24913F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding191,639$17.7M-230,313Timeline
Capital Investment Advisory Services, L…114,352$10.6M0.77%+4,83713F-HRTimeline
Twelve Points Wealth Management LLC113,196$10.5M2.3%+57,74413F-HRTimeline
Harbour Wealth Management Group, Inc.104,447$9.64M7.26%+8,45613F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC68,402$6.32M<0.01%-8,04713F-HRTimelineGroup
MML INVESTORS SERVICES, LLC62,678$5.79M0.02%-105,15313F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…59,857$5.53M0.01%new13F-HRTimelineGroup
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/56,260$5.2M<0.01%-1,08113F-HRTimelineGroup
Founders Financial Alliance, LLC53,117$4.9M0.88%+47,88313F-HRTimeline
UBS Group AGgroup of 2 filers holding51,541$4.76M-86,284Timeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…42,570$3.93M0.01%-1,19813F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.41,955$3.87M0.01%+78013F-HRTimelineGroup
Savvy Advisors, Inc.34,842$3.22M0.09%+3,38713F-HRTimeline
Janney Montgomery Scott LLC27,904$2.58M0.01%-6313F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…26,989$2.49M<0.01%+2,63113F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA26,867$2.48M<0.01%-1,05213F-HRTimelineGroup
Betterment LLC24,002$2.22M<0.01%+1,54213F-HRTimeline
WCG Wealth Advisors LLC21,873$2.02M0.06%+1,71213F-HRTimeline
Red Wave Investments LLC21,669$2M0.6%-65713F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC21,235$1.96M<0.01%+10,35513F-HRTimelineGroup
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC20,872$1.93M<0.01%+1,50013F-HRTimelineGroup
Cambridge Investment Research Advisors,…19,022$1.76M<0.01%-6,25313F-HRTimeline
HRT FINANCIAL LP18,989$1.75M<0.01%new13F-HRTimeline
COLUMBIA ADVISORY PARTNERS LLC18,784$1.73M1.11%-2,30413F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP15,649$1.45M<0.01%-91413F-HRTimelineGroup
Cetera Investment Advisers14,451$1.33M<0.01%-16,55013F-HRTimeline
Beacon Pointe Advisors, LLC13,921$1.29M0.01%-2,15013F-HRTimeline
MILESTONE ASSET MANAGEMENT, LLC12,034$1.11M0.2%+90813F-HRTimeline
Sanctuary Advisors, LLC11,063$1.02M0.01%-9,96113F-HRTimeline
SCOTIA CAPITAL INC.10,148$937K<0.01%-1,53813F-HRTimeline
Leo Wealth, LLC9,857$910K0.07%-252,51813F-HRTimeline
Stratos Investment Management, LLCin group Stratos Wealth Partners, LTD.9,737$899K0.04%+81913F-HRTimelineGroup
Able Wealth Management LLC8,153$753K0.2%-7,63113F-HRTimeline
Bank of New York Mellon Corpin group Bank of New York Mellon Corp7,668$708K<0.01%-38,87113F-HRTimelineGroup
Trilogy Capital Inc.7,356$679K0.03%-19513F-HRTimeline
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …6,935$640K0.01%+1,75713F-HRTimelineGroup
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC6,676$617K<0.01%-14,67613F-HRTimelineGroup
EFG International AGin group EFG International AG6,605$610K0.01%new13F-HRTimelineGroup
GWN SECURITIES INC.6,353$587K0.11%-89113F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC6,252$577K0.01%-4613F-HR/ATimeline
Coastal Bridge Advisors, LLC6,078$561K0.04%-69113F-HRTimeline
MTM FINANCIAL GROUP, LLC6,025$556K0.26%-75813F-HRTimeline
Alpine Bank Wealth Managementin group Alpine Bank Wealth Management5,460$504K0.07%-6,00513F-HRTimelineGroup
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …5,304$490K0.01%+82113F-HRTimelineGroup
McAdam, LLC5,287$488K0.02%+11713F-HRTimeline
SCHMIDT P J INVESTMENT MANAGEMENT INC4,758$439K0.07%new13F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…4,422$408K<0.01%-30,02113F-HRTimeline
TWO SIGMA SECURITIES, LLC4,268$394K0.05%new13F-HRTimeline
BEACON FINANCIAL GROUP3,984$368K0.04%-46,53813F-HRTimeline
Maridea Wealth Management LLC3,810$352K0.05%-40013F-HRTimeline
EAGLE GLOBAL ADVISORS LLC3,530$326K0.01%013F-HRTimeline
Guardian Partners Inc.in group GUARDIAN CAPITAL LP3,481$322K0.03%-24613F-HRTimelineGroup
Perigon Wealth Management, LLC3,488$322K0.01%-6,88213F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV3,285$303K<0.01%-62013F-HRTimeline
Sigma Planning Corp3,166$292K0.01%-3313F-HRTimeline
Private Advisor Group, LLC2,766$255K<0.01%+33613F-HRTimeline
COMPASS CAPITAL CORP /MA/ /ADV2,716$252K0.09%+3013F-HRTimeline
Creative Planningin group Creative Planning2,697$249K<0.01%new13F-HRTimelineGroup
HARBOUR INVESTMENTS, INC.2,691$248K<0.01%+22813F-HRTimeline
Keebeck Wealth Management2,688$248K0.03%-3,33113F-HRTimeline
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…2,683$248K<0.01%+2313F-HRTimelineGroup
Two West Capital Advisors LLC2,588$240K0.13%-2,48613F-HRTimeline
Cadia Private Client LLC2,412$223K0.18%new13F-HRTimeline
FSA Advisors, Inc.2,373$219K0.14%-16913F-HRTimeline
Lifeworks Advisors, LLC2,346$217K0.03%new13F-HRTimeline
Diversify Advisory Services, LLCgroup of 2 filers holding2,330$216K-15Timeline
HighTower Advisors, LLC2,283$211K<0.01%new13F-HRTimeline
JOURNEY STRATEGIC WEALTH LLC2,283$211K0.01%013F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO2,227$205K<0.01%-18,11513F-HR/ATimelineGroup
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP2,195$203K<0.01%-13,17613F-HRTimelineGroup
AdvisorNet Financial, Inc2,008$185K0.01%-93413F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC1,575$145K<0.01%-23,29413F-HRTimelineGroup
Bogart Wealth, LLC1,500$139K0.01%new13F-HRTimeline
Transamerica Financial Advisors, LLCin group Transamerica Financial Adviso…1,236$114K0.01%-5,50413F-HRTimelineGroup
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…840$77.6K<0.01%-1,16213F-HRTimelineGroup
Glass Jacobson Investment Advisors llc651$60.1K0.02%+613F-HRTimeline
BlackRock, Inc.in group BlackRock, Inc.589$54.4K<0.01%-11613F-HRTimelineGroup
Signature Equity Partners, LLC491$45.3K0.02%+18113F-HRTimeline
Harbor Asset Planning, Inc.450$41.5K0.03%013F-HRTimeline
NBT BANK, N.A.in group NBT BANK, N.A.410$37.8K<0.01%+31713F-HRTimelineGroup
Spire Wealth Managementin group Spire Wealth Management283$26.2K<0.01%013F-HRTimelineGroup
PRIVATE TRUST CO NA272$25.1K<0.01%013F-HRTimeline
Bangor Savings Bank185$17.1K<0.01%013F-HRTimeline
CoreCap Advisors, LLC175$16.2K<0.01%013F-HRTimeline
Mascoma Wealth Management LLC174$16.1K<0.01%013F-HRTimeline
North Star Investment Management Corp.167$15.4K<0.01%013F-HRTimeline
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…157$14.5K<0.01%+9513F-HRTimelineGroup
Advisory Services Network, LLC137$12.7K<0.01%-5,13713F-HRTimeline
Farther Finance Advisors, LLC122$11.3K<0.01%-3613F-HRTimeline
AMERIFLEX GROUP, INC.100$9.23K<0.01%013F-HRTimeline
Blue Trust, Inc.87$8.03K<0.01%013F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN72$6.7K<0.01%-18113F-HR/ATimelineGroup
Triumph Capital Management57$5.26K<0.01%013F-HRTimeline
Vision Retirement, LLC35$3.23K<0.01%013F-HRTimeline
Aptus Capital Advisors, LLC34$3.14K<0.01%new13F-HRTimeline
Strategic Wealth Partners, Ltd.12$1.11K<0.01%-9213F-HRTimeline