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LQDI ISHARES U S ETF TR

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INFLATION HEDG (fund)

20 managers (20 13F filers) reported a position in LQDI shares at 2025-03-31, 2,426,551 shares in all. 3 filers opened a position and 6 filers sold out during the quarter.

Managers
20
13F filers
20
New
3
Added
7
Reduced
4
Sold out
6
Shares held by filers
2,426,551

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 2025

Filers in the available 13F reports with a share position at 2025-03-31, 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
SimpliFi, Inc.1,437,434$37.6M17.28%new13F-HRTimeline
LPL Financial LLC315,681$8.27M<0.01%-97,51913F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC221,938$5.81M<0.01%+118,22613F-HRTimelineGroup
MML INVESTORS SERVICES, LLC214,883$5.63M0.02%+110,79313F-HRTimeline
AVANTAX ADVISORY SERVICES, INC.100,212$2.62M0.02%+16,17513F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…37,631$986K<0.01%new13F-HRTimelineGroup
Cambridge Investment Research Advisors,…33,930$889K<0.01%+13713F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC19,589$513K<0.01%+1,34413F-HRTimelineGroup
Cetera Investment Advisers9,798$257K<0.01%+18313F-HRTimeline
ABLE Financial Group, LLC8,810$231K0.06%013F-HRTimeline
Ameritas Advisory Services, LLCin group Ameritas Investment Partners,…8,496$223K0.01%new13F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/6,228$163K<0.01%-28,50713F-HRTimelineGroup
HARBOUR INVESTMENTS, INC.4,555$119K<0.01%-8513F-HRTimeline
Glass Jacobson Investment Advisors llc3,421$87.1K0.03%013F-HRTimeline
NewEdge Advisors, LLC2,754$72.1K<0.01%-3,56213F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.792$20.7K<0.01%+35413F-HRTimelineGroup
Peoples Bank/KS375$9.82K0.01%013F-HRTimeline
IFP Advisors, Inc24$629<0.01%013F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN0$5<0.01%013F-HRTimelineGroupAmount filed as zero, left out of ratios.
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.