LQDI ISHARES U S ETF TR
FollowINFLATION HEDG (fund)
23 managers (23 13F filers) reported a position in LQDI shares at 2024-12-31, 883,026 shares in all. 4 filers opened a position and 3 filers sold out during the quarter.
- Managers
- 23
- 13F filers
- 23
- New
- 4
- Added
- 8
- Reduced
- 6
- Sold out
- 3
- Shares held by filers
- 883,026
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 2024
Filers in the available 13F reports with a share position at 2024-12-31, 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.
| Holder | Shares | Value | % of portfolio | Change | Source |
|---|---|---|---|---|---|
| LPL Financial LLC | 413,200 | $10.5M | <0.01% | +48,843 | 13F-HRTimeline |
| MML INVESTORS SERVICES, LLC | 104,090 | $2.65M | 0.01% | +24,085 | 13F-HRTimeline |
| ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC | 103,712 | $2.64M | <0.01% | +23,081 | 13F-HRTimelineGroup |
| AVANTAX ADVISORY SERVICES, INC. | 84,037 | $2.14M | 0.01% | +8,645 | 13F-HRTimeline |
| Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC | 47,716 | $1.21M | 0.01% | new | 13F-HRTimelineGroup |
| BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/ | 34,735 | $884K | <0.01% | +25 | 13F-HRTimelineGroup |
| Cambridge Investment Research Advisors,… | 33,793 | $860K | <0.01% | +3,444 | 13F-HRTimeline |
| CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC | 18,245 | $464K | <0.01% | -2,912 | 13F-HRTimelineGroup |
| Cetera Investment Advisers | 9,615 | $245K | <0.01% | -74 | 13F-HRTimeline |
| JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC | 9,500 | $242K | <0.01% | -35,147 | 13F-HRTimelineGroup |
| ABLE Financial Group, LLC | 8,810 | $224K | 0.07% | new | 13F-HRTimeline |
| NewEdge Advisors, LLC | 6,316 | $161K | <0.01% | -401 | 13F-HRTimeline |
| HARBOUR INVESTMENTS, INC. | 4,640 | $118K | <0.01% | 0 | 13F-HRTimeline |
| Glass Jacobson Investment Advisors llc | 3,421 | $87.1K | 0.03% | +51 | 13F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them. |
| OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC. | 438 | $11.1K | <0.01% | -505 | 13F-HR/ATimelineGroup |
| Peoples Bank/KS | 375 | $9.54K | 0.01% | 0 | 13F-HRTimeline |
| Pathway Financial Advisers, LLC | 280 | $7.11K | <0.01% | +5 | 13F-HRTimeline |
| UBS Group AGin group UBS Group AG | 48 | $1.22K | <0.01% | -113 | 13F-HRTimelineGroup |
| LEE DANNER & BASS INC | 30 | $763 | <0.01% | new | 13F-HRTimeline |
| IFP Advisors, Inc | 24 | $611 | <0.01% | 0 | 13F-HRTimeline |
| MORGAN STANLEYin group MORGAN STANLEY | 1 | $48 | <0.01% | new | 13F-HR/ATimelineGroup |
| WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN | 0 | $9 | <0.01% | 0 | 13F-HRTimelineGroupAmount filed as zero, left out of ratios. |
| CONCOURSE FINANCIAL GROUP SECURITIES, I… | 0 | $0 | 0% | 0 | 13F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios. |