Who Owns ISHARES (LQDH)? -- Institutional Holders (2026-06-30)

115 institutions reported holding $319.1M of ISHARES (LQDH) in SEC 13F filings for 2026-06-30. Largest institutional holders: Destination Wealth Management ($90.1M), LPL Financial LLC ($37.0M), MORGAN STANLEY ($32.4M), BANK OF AMERICA CORP /DE/ ($30.9M), RAYMOND JAMES FINANCIAL INC ($14.3M). Source: SEC Form 13F.

RankInstitutionValueSharesChange
1Destination Wealth Management$90.1M967,931Added
2LPL Financial LLC$37.0M396,750Added
3MORGAN STANLEY$32.4M348,308Added
4BANK OF AMERICA CORP /DE/$30.9M331,327Added
5RAYMOND JAMES FINANCIAL INC$14.3M153,334Added
6Twelve Points Wealth Management LLC$11.5M123,444Added
7Capital Investment Advisory Services, LLC$10.8M115,582Added
8ENVESTNET ASSET MANAGEMENT INC$10.6M113,395Trimmed
9Harbour Wealth Management Group, Inc.$9.9M106,109Added
10MML INVESTORS SERVICES, LLC$7.1M75,945Added
11Rockefeller Capital Management L.P.$4.2M45,130Added
12Founders Financial Alliance, LLC$4.1M43,652Trimmed
13OSAIC HOLDINGS, INC.$4.0M43,342Added
14UBS Group AG$3.9M41,912Trimmed
15Savvy Advisors, Inc.$3.6M38,798Added
16BANK OF MONTREAL /CAN/$3.1M33,788Trimmed
17Clark Capital Management Group, Inc.$2.8M30,185New
18Janney Montgomery Scott LLC$2.5M26,950Trimmed
19NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$2.4M25,836Trimmed
20WCG Wealth Advisors LLC$2.3M24,788Added
21Red Wave Investments LLC$2.0M21,013Trimmed
22Cambridge Investment Research Advisors, Inc.$1.8M19,082Added
23COLUMBIA ADVISORY PARTNERS LLC$1.7M18,768Trimmed
24CITADEL ADVISORS LLC$1.7M18,102Trimmed
25TRUIST FINANCIAL CORP$1.7M17,973Added

Source: SEC Form 13F filings · as of 2026-06-30