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.
| # | 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 | RAYMOND JAMES FINANCIAL INC | $6.3M | 68K | ▼−11% Reduced · −8K sh | Q1 2026 | |
| 7 | MML INVESTORS SERVICES, LLC | $5.8M | 63K | ▼−63% Reduced · −105K sh | Q1 2026 | |
| 8 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | $5.5M | 60K | ▲New +60K sh | Q1 2026 | |
| 9 | BANK OF MONTREAL /CAN/ | $5.2M | 56K | ▼−1.9% Reduced · −1K sh | Q1 2026 | |
| 10 | UBS Group AG | $4.7M | 51K | ▼−63% Reduced · −86K sh | Q1 2026 | |
| 11 | Rockefeller Capital Management L.P. | $3.9M | 43K | ▼−2.7% Reduced · −1K sh | Q1 2026 | |
| 12 | OSAIC HOLDINGS, INC. | $3.9M | 42K | ▲+1.9% Added · +780 sh | Q1 2026 | |
| 13 | Savvy Advisors, Inc. | $3.2M | 35K | ▲+11% Added · +3K sh | Q1 2026 | |
| 14 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $2.5M | 27K | ▲+11% Added · +3K sh | Q1 2026 | |
| 15 | ROYAL BANK OF CANADA | $2.5M | 27K | ▼−3.8% Reduced · −1K sh | Q1 2026 | |
| 16 | WCG Wealth Advisors LLC | $2.0M | 22K | ▲+8.5% Added · +2K sh | Q1 2026 | |
| 17 | CITADEL ADVISORS LLC | $2.0M | 21K | ▲+95% Added · +10K sh | Q1 2026 | |
| 18 | JANE STREET GROUP, LLC | $1.9M | 21K | ▲+7.7% Added · +2K sh | Q1 2026 | |
| 19 | TRUIST FINANCIAL CORP | $1.4M | 16K | ▼−5.5% Reduced · −914 sh | Q1 2026 | |
| 20 | Cetera Investment Advisers | $1.3M | 14K | ▼−53% Reduced · −17K sh | Q1 2026 | |
| 21 | Beacon Pointe Advisors, LLC | $1.3M | 14K | ▼−13% Reduced · −2K sh | Q1 2026 | |
| 22 | MILESTONE ASSET MANAGEMENT, LLC | $1.2M | 13K | ▲+12% Added · +1K sh | Q2 2026 | |
| 23 | Sanctuary Advisors, LLC | $1.0M | 11K | ▼−47% Reduced · −10K sh | Q1 2026 | |
| 24 | SCOTIA CAPITAL INC. | $937K | 10K | ▼−13% Reduced · −2K sh | Q1 2026 | |
| 25 | Stratos Investment Management, LLC | $899K | 10K | ▲+9.2% Added · +819 sh | Q1 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.
| Class | 13F holders | Value held |
|---|---|---|
| NEARmc | 224 funds | $2.1B |
| MEARmc | 131 funds | $878.4M |
| COMTINDX FD | 106 funds | $365.5M |
| IETCmc | 80 funds | $279.5M |
| LQDHthis pageINT RT HDG C B | 70 funds | $253.2M |
| HYGHmc | 62 funds | $134.0M |
| CMDYmc | 49 funds | $257.1M |
| IGBHINT RT HD LONG | 36 funds | $74.2M |
Same issuer, multiple share classes. The consensus leaderboards count this company once across all classes; this is the per-class detail.
| Company | Co-held by | Combined value |
|---|---|---|
| ISHARES CORE S&P 500 ETFIVV | 36 funds | $13.6B |
| NVIDIA CORPNVDA | 36 funds | $13.4B |
| MICROSOFT CORPMSFT | 36 funds | $9.8B |
| ALPHABET INC-CL AGOOGL | 36 funds | $7.0B |
| SS SPDR S&P 500 ETF TRUST-USSPY | 36 funds | $6.6B |
| BROADCOM INCAVGO | 36 funds | $4.9B |
| JPMORGAN CHASE & COJPM | 36 funds | $4.9B |
| META PLATFORMS INC-CLASS AMETA | 36 funds | $4.8B |
| ALPHABET INC-CL CGOOG | 36 funds | $4.3B |
| JOHNSON & JOHNSONJNJ | 36 funds | $4.2B |
| VANGUARD FTSE DEVELOPED ETFVEA | 36 funds | $3.0B |
| TAIWAN SEMICONDUCTOR-SP ADRTSM | 36 funds | $2.9B |
Ranked by how many of LQDH's institutional holders also hold each name, a cross-fund conviction signal. Via the MCP server (ticker.co_held).
No filings captured for this ticker in the live stream yet.
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. Every panel above is one call to the Arkolith API & MCP server.