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

23 institutions reported holding $47.5M of ISHARES (LQDI) in SEC 13F filings for 2026-06-30. Largest institutional holders: ENVESTNET ASSET MANAGEMENT INC ($9.4M), MML INVESTORS SERVICES, LLC ($9.3M), LPL Financial LLC ($8.6M), Ameritas Advisory Services, LLC ($6.8M), Cetera Investment Advisers ($3.1M). Source: SEC Form 13F.

RankInstitutionValueSharesChange
1ENVESTNET ASSET MANAGEMENT INC$9.4M355,942Added
2MML INVESTORS SERVICES, LLC$9.3M355,612Added
3LPL Financial LLC$8.6M327,199Added
4Ameritas Advisory Services, LLC$6.8M257,513Added
5Cetera Investment Advisers$3.1M116,802Added
6NewEdge Advisors, LLC$2.3M86,406Trimmed
7TBH Global Asset Management, LLC$1.6M59,532New
8Cambridge Investment Research Advisors, Inc.$1.4M51,704Added
9CITADEL ADVISORS LLC$1.0M38,082Trimmed
10SimpliFi, Inc.$955,59636,360Trimmed
11Kestra Advisory Services, LLC$647,10324,622Trimmed
12EFG International AG$629,56623,955Hold
13BANK OF AMERICA CORP /DE/$479,26018,236Trimmed
14JANE STREET GROUP, LLC$472,22117,968Added
15ABLE Financial Group, LLC$265,28210,094Hold
16SUSQUEHANNA INTERNATIONAL GROUP, LLP$250,7239,540Trimmed
17CENTAURUS FINANCIAL, INC.$163,0006,187New
18OSAIC HOLDINGS, INC.$158,5266,031Added
19HARBOUR INVESTMENTS, INC.$97,8973,725Hold
20Rockefeller Capital Management L.P.$26,2811,000Hold
21INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC$3,409130Hold
22WELLS FARGO & COMPANY/MN$30Trimmed
23MORGAN STANLEY$00Exited

来源：SEC 13F 申报文件 · 截至 2026-06-30