20 tracked 13F filers disclose a position in LQDI as of the latest SEC 13F filings, a combined $36.3M 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 | ENVESTNET ASSET MANAGEMENT INC | $8.8M | 337K | ▲+8.7% Added · +27K sh | Q1 2026 | |
| 2 | LPL Financial LLC | $8.0M | 305K | ▼−2.1% Reduced · −7K sh | Q1 2026 | |
| 3 | MML INVESTORS SERVICES, LLC | $7.5M | 287K | ▼−7.1% Reduced · −22K sh | Q1 2026 | |
| 4 | Cetera Investment Advisers | $2.8M | 106K | ▲+3.8% Added · +4K sh | Q1 2026 | |
| 5 | NewEdge Advisors, LLC | $2.3M | 87K | ▲+1.4% Added · +1K sh | Q1 2026 | |
| 6 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | $1.4M | 55K | ▲+99% Added · +27K sh | Q1 2026 | |
| 7 | Ameritas Advisory Services, LLC | $1.0M | 39K | ▼−14% Reduced · −6K sh | Q1 2026 | |
| 8 | CITADEL ADVISORS LLC | $997K | 38K | ▲+10% Added · +4K sh | Q1 2026 | |
| 9 | SimpliFi, Inc. | $956K | 36K | ▼−9.8% Reduced · −4K sh | Q2 2026 | |
| 10 | Kestra Advisory Services, LLC | $647K | 25K | ▼−7.5% Reduced · −2K sh | Q2 2026 | |
| 11 | EFG International AG | $626K | 24K | ▲New +24K sh | Q1 2026 | |
| 12 | BANK OF AMERICA CORP /DE/ | $478K | 18K | ▲+126% Added · +10K sh | Q1 2026 | |
| 13 | JANE STREET GROUP, LLC | $338K | 13K | ▼−44% Reduced · −10K sh | Q1 2026 | |
| 14 | ABLE Financial Group, LLC | $265K | 10K | —Held | Q2 2026 | |
| 15 | OSAIC HOLDINGS, INC. | $126K | 5K | ▲+0.2% Added · +12 sh | Q1 2026 | |
| 16 | HARBOUR INVESTMENTS, INC. | $97K | 4K | —Held | Q1 2026 | |
| 17 | Rockefeller Capital Management L.P. | $26K | 1K | —Held | Q1 2026 | |
| 18 | INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | $3K | 130 | —Held | Q2 2026 | |
| 19 | MORGAN STANLEY | $36 | 1 | ▲New +1 sh | Q1 2026 | |
| 20 | WELLS FARGO & COMPANY/MN | $14 | 1 | ▲Added Added · +1 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.
Last quarter, 1 fund opened a new position in LQDI and 1 added to an existing one, while 2 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 |
|---|---|---|
| NVIDIA CORPNVDA | 7 funds | $6.9B |
| ISHARES CORE S&P 500 ETFIVV | 7 funds | $5.7B |
| APPLE INCAAPL | 7 funds | $5.6B |
| MICROSOFT CORPMSFT | 7 funds | $4.6B |
| AMAZON.COM INCAMZN | 7 funds | $4.4B |
| SS SPDR S&P 500 ETF TRUST-USSPY | 7 funds | $3.3B |
| ALPHABET INC-CL AGOOGL | 7 funds | $3.2B |
| BROADCOM INCAVGO | 7 funds | $2.8B |
| META PLATFORMS INC-CLASS AMETA | 7 funds | $2.4B |
| JPMORGAN CHASE & COJPM | 7 funds | $2.4B |
| ALPHABET INC-CL CGOOG | 7 funds | $2.1B |
| TAIWAN SEMICONDUCTOR-SP ADRTSM | 7 funds | $2.0B |
Ranked by how many of LQDI's institutional holders also hold each name, a cross-fund conviction signal.
No filings captured for this ticker in the live stream yet.
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/LQDI/capital-change-brief"
Use Arkolith's capital_change_brief for LQDI. 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 LQDI. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.