LQDI ISHARES U S ETF TR
FollowINFLATION HEDG (fund)
18 managers (18 13F filers) reported a position in LQDI shares at 2025-09-30, 2,670,974 shares in all. 1 filer opened a position and 4 filers sold out during the quarter.
- Managers
- 18
- 13F filers
- 18
- New
- 1
- Added
- 11
- Reduced
- 4
- Sold out
- 4
- Shares held by filers
- 2,670,974
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, Q3 2025
Filers in the available 13F reports with a share position at 2025-09-30, 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 |
|---|---|---|---|---|---|
| SimpliFi, Inc. | 1,476,398 | $39.7M | 17% | +28,467 | 13F-HRTimeline |
| LPL Financial LLC | 291,536 | $7.85M | <0.01% | +45,480 | 13F-HRTimeline |
| ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC | 275,682 | $7.42M | <0.01% | +25,663 | 13F-HRTimelineGroup |
| MML INVESTORS SERVICES, LLC | 253,173 | $6.81M | 0.02% | +3,262 | 13F-HRTimeline |
| Cetera Investment Advisers | 97,232 | $2.62M | <0.01% | +87,984 | 13F-HRTimeline |
| NewEdge Advisors, LLC | 72,933 | $1.96M | 0.01% | +70,147 | 13F-HRTimeline |
| JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC | 43,162 | $1.16M | <0.01% | +25,224 | 13F-HRTimelineGroup |
| Cambridge Investment Research Advisors,… | 42,191 | $1.14M | <0.01% | +4,668 | 13F-HRTimeline |
| CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC | 38,316 | $1.03M | <0.01% | -3,467 | 13F-HRTimelineGroup |
| Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC | 26,914 | $724K | <0.01% | -17,783 | 13F-HRTimelineGroup |
| SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO… | 25,173 | $677K | <0.01% | -14,066 | 13F-HRTimelineGroup |
| ABLE Financial Group, LLC | 9,372 | $252K | 0.05% | +562 | 13F-HRTimeline |
| BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/ | 8,702 | $234K | <0.01% | +2,455 | 13F-HR/ATimelineGroup |
| OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC. | 5,464 | $147K | <0.01% | +418 | 13F-HRTimelineGroup |
| HARBOUR INVESTMENTS, INC. | 3,725 | $100K | <0.01% | 0 | 13F-HRTimeline |
| Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen… | 1,000 | $26.9K | <0.01% | new | 13F-HRTimelineGroup |
| MORGAN STANLEYin group MORGAN STANLEY | 1 | $42 | <0.01% | 0 | 13F-HR/ATimelineGroup |
| WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN | 0 | $4 | <0.01% | -1 | 13F-HRTimelineGroupAmount filed as zero, left out of ratios. |