95 tracked 13F filers disclose a position in LQDH as of the latest SEC 13F filings, a combined $300.1M in reported value. Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.
| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | Destination Wealth Management | $85.8M | 930K | ▲+4.2% Added · +37K sh | Q1 2026 | |
| 2 | LPL Financial LLC | $33.8M | 366K | ▼−7.1% Reduced · −28K sh | Q1 2026 | |
| 3 | BANK OF AMERICA CORP /DE/ | $27.0M | 293K | ▲+3.6% Added · +10K sh | Q1 2026 | |
| 4 | MORGAN STANLEY | $20.5M | 222K | ▲+123% Added · +122K sh | Q1 2026 | |
| 5 | ENVESTNET ASSET MANAGEMENT INC | $17.4M | 188K | ▼−54% Reduced · −223K sh | Q1 2026 | |
| 6 | Twelve Points Wealth Management LLC | $11.5M | 123K | ▲+9.1% Added · +10K sh | Q2 2026 | |
| 7 | Capital Investment Advisory Services, LLC | $10.8M | 116K | ▲+1.1% Added · +1K sh | Q2 2026 | |
| 8 | Harbour Wealth Management Group, Inc. | $9.9M | 106K | ▲+1.6% Added · +2K sh | Q2 2026 | |
| 9 | MML INVESTORS SERVICES, LLC | $7.1M | 76K | ▲+21% Added · +13K sh | Q2 2026 | |
| 10 | RAYMOND JAMES FINANCIAL INC | $6.3M | 68K | ▼−11% Reduced · −8K sh | Q1 2026 | |
| 11 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | $5.5M | 60K | ▲New +60K sh | Q1 2026 | |
| 12 | BANK OF MONTREAL /CAN/ | $5.2M | 56K | ▼−1.9% Reduced · −1K sh | Q1 2026 | |
| 13 | UBS Group AG | $4.7M | 51K | ▼−63% Reduced · −86K sh | Q1 2026 | |
| 14 | Founders Financial Alliance, LLC | $4.1M | 44K | ▼−18% Reduced · −9K sh | Q2 2026 | |
| 15 | Rockefeller Capital Management L.P. | $3.9M | 43K | ▼−2.7% Reduced · −1K sh | Q1 2026 | |
| 16 | OSAIC HOLDINGS, INC. | $3.9M | 42K | ▲+1.9% Added · +780 sh | Q1 2026 | |
| 17 | Savvy Advisors, Inc. | $3.2M | 35K | ▲+11% Added · +3K sh | Q1 2026 | |
| 18 | Clark Capital Management Group, Inc. | $2.8M | 30K | ▲New +30K sh | Q2 2026 | |
| 19 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $2.5M | 27K | ▲+11% Added · +3K sh | Q1 2026 | |
| 20 | ROYAL BANK OF CANADA | $2.5M | 27K | ▼−3.8% Reduced · −1K sh | Q1 2026 | |
| 21 | WCG Wealth Advisors LLC | $2.0M | 22K | ▲+8.5% Added · +2K sh | Q1 2026 | |
| 22 | CITADEL ADVISORS LLC | $2.0M | 21K | ▲+95% Added · +10K sh | Q1 2026 | |
| 23 | Red Wave Investments LLC | $2.0M | 21K | ▼−3.0% Reduced · −656 sh | Q2 2026 | |
| 24 | JANE STREET GROUP, LLC | $1.9M | 21K | ▲+7.7% Added · +2K sh | Q1 2026 | |
| 25 | COLUMBIA ADVISORY PARTNERS LLC | $1.7M | 19K | ▼−0.1% Reduced · −16 sh | Q2 2026 |
Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.
Last quarter, 6 funds opened a new position in LQDH and 15 added to an existing one, while 15 reduced and 0 exited entirely — based on 13F filings from active, signal-eligible managers (passive index funds and other mechanical holders are excluded from this count).
| Company | Co-held by | Combined value |
|---|---|---|
| APPLE INCAAPL | 42 funds | $31.6B |
| MICROSOFT CORPMSFT | 42 funds | $26.5B |
| NVIDIA CORPNVDA | 41 funds | $41.1B |
| AMAZON.COM INCAMZN | 41 funds | $18.7B |
| ALPHABET INC-CL AGOOGL | 41 funds | $15.3B |
| ELI LILLY & COLLY | 41 funds | $7.5B |
| JPMORGAN CHASE & COJPM | 41 funds | $7.2B |
| ISHARES CORE S&P 500 ETFIVV | 41 funds | $5.9B |
| JOHNSON & JOHNSONJNJ | 41 funds | $5.9B |
| MICRON TECHNOLOGY INCMU | 41 funds | $5.5B |
| COSTCO WHOLESALE CORPCOST | 41 funds | $3.9B |
| PROCTER & GAMBLE CO/THEPG | 41 funds | $3.1B |
Ranked by how many of LQDH's institutional holders also hold each name, a cross-fund conviction signal.
| Class | 13F holders | Value held |
|---|---|---|
| NEARmc | 376 funds | $2.6B |
| MEARmc | 204 funds | $987.8M |
| COMTSHARES | 145 funds | $355.0M |
| IETCmc | 107 funds | $305.4M |
| HYGHmc | 97 funds | $201.6M |
| LQDHthis pageINT RT HDG C B | 95 funds | $300.1M |
| CMDYmc | 67 funds | $286.9M |
| IGBHINT RT HD LONG | 45 funds | $92.5M |
Same issuer, multiple share classes. The consensus leaderboards count this company once across all classes; this is the per-class detail.
No filings captured for this ticker in the live stream yet.
Connected entities for LQDH
This ETF page is the public Follow view. For one current, evidence-backed answer, use capital_change_brief through REST or MCP. It compares tracked 13F changes with qualifying Form 4 activity and cites the SEC evidence.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/stocks/LQDH/capital-change-brief"
Use Arkolith's capital_change_brief for LQDH. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
13F holdings + quarter-over-quarter ownership changes + end-of-day price history + the live filing stream, joined for LQDH. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.