Skip to content
Disclosery

LQDW ISHARES TR

Follow

INVT GRD CORP BD (fund)

41 managers (41 13F filers) reported a position in LQDW shares at 2025-12-31, 2,737,328 shares in all. 11 filers opened a position and 4 filers sold out during the quarter.

Managers
41
13F filers
41
New
11
Added
18
Reduced
6
Sold out
4
Shares held by filers
2,737,328

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
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/800,563$19.7M<0.01%+117,63313F-HRTimelineGroup
Prime Capital Investment Advisors, LLC320,964$7.88M0.1%-14,85513F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC308,816$7.58M<0.01%+12,07313F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC214,266$5.26M0.01%+12,69613F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC178,898$4.39M0.01%new13F-HRTimelineGroup
LPL Financial LLC167,829$4.12M<0.01%+44,38613F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…124,972$3.07M<0.01%+4,93913F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP117,906$2.9M<0.01%+5,47713F-HRTimelineGroup
Private Advisor Group, LLC104,063$2.56M0.01%+30,09613F-HRTimeline
ARMSTRONG ADVISORY GROUP, INC67,680$1.66M0.11%new13F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.30,997$761K<0.01%-3,25213F-HRTimelineGroup
Prosperity Consulting Group, LLC30,855$758K0.03%+5,43713F-HRTimeline
SeaCrest Wealth Management, LLC27,500$677K0.07%013F-HRTimeline
WealthShield Partners, LLC25,164$618K0.07%+7,58713F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC21,390$525K<0.01%new13F-HRTimelineGroup
DOVER ADVISORS, LLC21,292$523K0.2%+52313F-HRTimeline
Lloyd Advisory Services, LLC.19,946$490K0.19%+1,89413F-HRTimeline
Belpointe Asset Management LLC15,974$392K0.01%new13F-HRTimeline
Fortis Capital Advisors, LLC15,974$392K0.06%new13F-HRTimeline
Coordinated Financial Services, Inc.15,456$380K0.22%+5,19913F-HRTimeline
OLD MISSION CAPITAL LLC13,088$321K0.01%new13F-HRTimeline
HRT FINANCIAL LP12,646$310K<0.01%new13F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…12,543$308K<0.01%new13F-HRTimelineGroup
Comprehensive Financial Consultants Ins…11,660$286K0.09%-61613F-HRTimeline
PRIVATE TRUST CO NA11,600$285K0.02%+6,00013F-HRTimeline
HARBOUR INVESTMENTS, INC.10,994$270K0.01%+6,38213F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC10,750$264K0.01%+2,20013F-HRTimeline
Avidian Wealth Enterprises, LLC8,786$216K0.01%013F-HRTimeline
Cetera Investment Advisers8,383$206K<0.01%new13F-HRTimeline
BlackRock, Inc.in group BlackRock, Inc.2,000$49.1K<0.01%-16,54413F-HRTimelineGroup
Aptus Capital Advisors, LLC884$21.7K<0.01%013F-HRTimeline
Steward Partners Investment Advisory, L…687$16.9K<0.01%new13F-HRTimeline
Red Tortoise LLC658$16.2K0.01%+2813F-HRTimeline
Farther Finance Advisors, LLC600$14.7K<0.01%013F-HRTimeline
TUCKER ASSET MANAGEMENT LLC568$13.9K<0.01%new13F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA526$13K<0.01%-27713F-HRTimelineGroup
Sunbelt Securities, Inc.278$6.82K<0.01%013F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/140$3.43K<0.01%+4013F-HRTimelineGroup
Triumph Capital Management30$737<0.01%-7,93813F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY1$41<0.01%013F-HR/ATimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN1$23<0.01%+113F-HRTimelineGroup