21 institutions reported holding $35.5M of ISHARES (LQDI) in SEC 13F filings for 2026-03-31. Largest institutional holders: ENVESTNET ASSET MANAGEMENT INC ($8.8M), LPL Financial LLC ($8.0M), MML INVESTORS SERVICES, LLC ($7.5M), Cetera Investment Advisers ($2.8M), SUSQUEHANNA INTERNATIONAL GROUP, LLP ($1.4M). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | ENVESTNET ASSET MANAGEMENT INC | $8.8M | 337,006 | Added |
| 2 | LPL Financial LLC | $8.0M | 304,814 | Trimmed |
| 3 | MML INVESTORS SERVICES, LLC | $7.5M | 287,244 | Trimmed |
| 4 | Cetera Investment Advisers | $2.8M | 105,510 | Added |
| 5 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | $1.4M | 54,954 | Added |
| 6 | Cambridge Investment Research Advisors, Inc. | $1.3M | 47,963 | Added |
| 7 | SimpliFi, Inc. | $1.1M | 40,308 | Trimmed |
| 8 | Ameritas Advisory Services, LLC | $1.0M | 38,658 | Trimmed |
| 9 | CITADEL ADVISORS LLC | $996,763 | 38,139 | Added |
| 10 | Kestra Advisory Services, LLC | $695,724 | 26,620 | Added |
| 11 | EFG International AG | $626,064 | 23,955 | New |
| 12 | BANK OF AMERICA CORP /DE/ | $477,774 | 18,281 | Added |
| 13 | JANE STREET GROUP, LLC | $337,612 | 12,918 | Trimmed |
| 14 | ABLE Financial Group, LLC | $263,807 | 10,094 | Hold |
| 15 | OSAIC HOLDINGS, INC. | $126,225 | 4,829 | Added |
| 16 | HARBOUR INVESTMENTS, INC. | $97,353 | 3,725 | Hold |
| 17 | NewEdge Advisors, LLC | $86,584 | 86,584 | Added |
| 18 | Rockefeller Capital Management L.P. | $26,135 | 1,000 | Hold |
| 19 | INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | $3,410 | 130 | Hold |
| 20 | MORGAN STANLEY | $36 | 1 | New |
| 21 | WELLS FARGO & COMPANY/MN | $14 | 1 | New |
Source: SEC Form 13F filings · as of 2026-03-31