Among active 13F managers last quarter, 2 opened and 1 added, while 2 reduced; the largest holder to move was Ameritas Advisory Services, LLC (+566%).
22 tracked 13F filers disclose a position in LQDI as of the latest SEC 13F filings, a combined $45.6M 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 | Shares | Position value | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | MML Investors Services, LLC | 356K | $9.3M | ▲+24% Added · +68K sh | Q2 2026 | |
| 2 | Envestnet Asset Management Inc | 337K | $8.8M | ▲+8.7% Added · +27K sh | Q1 2026 | |
| 3 | LPL Financial LLC | 305K | $8.0M | ▼−2.1% Reduced · −7K sh | Q1 2026 | |
| 4 | Ameritas Advisory Services, LLC | 258K | $6.8M | ▲+566% Added · +219K sh | Q2 2026 | |
| 5 | Cetera Investment Advisers | 106K | $2.8M | ▲+3.8% Added · +4K sh | Q1 2026 | |
| 6 | NewEdge Advisors, LLC | 86K | $2.3M | ▼−0.2% Reduced · −178 sh | Q2 2026 | |
| 7 | TBH Global Asset Management, LLC | 60K | $1.6M | ▲New +60K sh | Q2 2026 | |
| 8 | Susquehanna International Group, LLP | 55K | $1.4M | ▲+99% Added · +27K sh | Q1 2026 | |
| 9 | Citadel Advisors LLC | 38K | $1.0M | ▼−0.1% Reduced · −57 sh | Q2 2026 | |
| 10 | SimpliFi, Inc. | 36K | $956K | ▼−9.8% Reduced · −4K sh | Q2 2026 | |
| 11 | Kestra Advisory Services, LLC | 25K | $647K | ▼−7.5% Reduced · −2K sh | Q2 2026 | |
| 12 | EFG International AG | 24K | $630K | —Held | Q2 2026 | |
| 13 | Bank Of America Corp | 18K | $478K | ▲+126% Added · +10K sh | Q1 2026 | |
| 14 | Jane Street Group, LLC | 13K | $338K | ▼−44% Reduced · −10K sh | Q1 2026 | |
| 15 | ABLE Financial Group, LLC | 10K | $265K | —Held | Q2 2026 | |
| 16 | Centaurus Financial, Inc. | 6K | $163K | ▲New +6K sh | Q2 2026 | |
| 17 | Osaic Holdings, Inc. | 5K | $126K | ▲+0.2% Added · +12 sh | Q1 2026 | |
| 18 | Harbour Investments, Inc. | 4K | $97K | —Held | Q1 2026 | |
| 19 | Rockefeller Capital Management L.P. | 1K | $26K | —Held | Q1 2026 | |
| 20 | International Assets Investment Management, LLC | 130 | $3K | —Held | Q2 2026 | |
| 21 | Morgan Stanley | 1 | $36 | ▲New +1 sh | Q1 2026 | |
| 22 | Wells Fargo & Company | 1 | $14 | ▲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, 2 funds opened a new position in LQDI and 1 added to an existing one, while 2 reduced. 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 | Their position there |
|---|---|---|
| Walmart IncWMT | 9 funds | $733.2M |
| SS SPDR S&P 500 ETF Trust-USSPY | 9 funds | $569.9M |
| Ishares Russell 2000 ETFIWM | 9 funds | $157.1M |
| Vanguard Dividend Apprec ETFVIG | 9 funds | $112.4M |
| Invesco S&P 500 Equal WeightRSP | 9 funds | $83.7M |
| Ishares Core S&P 500 ETFIVV | 8 funds | $13.5B |
| Amazon.com IncAMZN | 8 funds | $3.0B |
| Nvidia CorpNVDA | 8 funds | $2.9B |
| Apple IncAAPL | 8 funds | $2.8B |
| Microsoft CorpMSFT | 8 funds | $1.8B |
| Broadcom IncAVGO | 8 funds | $1.3B |
| Eli Lilly & CoLLY | 8 funds | $1.3B |
Ranked by how many of LQDI's tracked holders also hold each name. The last column is those co-holders' combined reported position in that name, not in LQDI.
| Class | 13F holders | Value held |
|---|---|---|
| NEARmc | 377 funds | $2.8B |
| MEARmc | 205 funds | $984.5M |
| COMTSHARES | 145 funds | $353.2M |
| IETCmc | 106 funds | $311.2M |
| LQDHINT RT HDG C B | 95 funds | $304.2M |
| HYGHmc | 95 funds | $198.6M |
| CMDYmc | 66 funds | $294.3M |
| IGBHINT RT HD LONG | 44 funds | $93.2M |
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 LQDI
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.