6 institutions reported holding $13.9M of ISHARES U S ETF TR (LQDI) in SEC 13F filings for 2026-06-30. Largest institutional holders: ENVESTNET ASSET MANAGEMENT INC ($9.4M), Cambridge Investment Research Advisors, Inc. ($2.7M), SimpliFi, Inc. ($955,596), Kestra Advisory Services, LLC ($647,103), ABLE Financial Group, LLC ($265,282). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | ENVESTNET ASSET MANAGEMENT INC | $9.4M | 355,942 | Added |
| 2 | Cambridge Investment Research Advisors, Inc. | $2.7M | 103,408 | Added |
| 3 | SimpliFi, Inc. | $955,596 | 36,360 | Trimmed |
| 4 | Kestra Advisory Services, LLC | $647,103 | 24,622 | Trimmed |
| 5 | ABLE Financial Group, LLC | $265,282 | 10,094 | Hold |
| 6 | INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | $3,409 | 130 | Hold |
Source: SEC Form 13F filings · as of 2026-06-30