Who owns LQDH
Which tracked institutional funds hold LQDH, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See LQDH company fundamentals →
Ownership as of the 2026-Q2 13F filings (latest filed 2026-08-19). 13F is disclosed up to 45 days after quarter-end, so the most recent quarter fills in over the following weeks.
How the tape is positioned
12 tracked funds added or opened LQDH while 20 trimmed or exited it between 2026-Q1 and 2026-Q2 — the tape is split. When large holders disagree on a name, the funds moving first are sometimes ahead of the story.
A prompt to read the filings, not a verdict. 13F is a quarter-end snapshot disclosed up to 45 days late; a fund adds or exits for mandate, benchmark, and timing reasons that have nothing to do with a view on the stock. This is a starting question, not a signal to trade.
Conviction spread
LQDH’s largest tracked holder by dollar value, Destination Wealth Management, sizes it at 2.1% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 2.1pp conviction gap — its largest holder concentrates the name more heavily than the typical one.
Book-share is each fund’s reported value in LQDH divided by its whole reported 13F book, so it is comparable across funds of different sizes and is unaffected by stock splits. A higher share means a fund has committed more of its book to the name — a starting question about conviction, not a verdict or a signal to trade.
Institutional & insider positioning
Between 2026-Q1 and 2026-Q2, across 91 tracked filers holding LQDH, 48 increased or opened the position and 60 reduced or closed it; over the same quarter, there were no open-market insider Form 4s.
This fuses two public signals for the same quarter — how tracked institutions changed their positions and whether insiders bought or sold in the open market. It describes what was filed; it is a starting question, not a verdict or a signal to trade.
New buyers & exits
Funds opening or closing a position in LQDH between the 2026-Q1 and 2026-Q2 13F filings, and the largest changes among funds holding it in both. New buyers and exits are counted on fund presence (split-invariant); adds and trims are measured on reported value.
New buyers 2
- Clark Capital Management Group, Inc.$3M
- &PARTNERS$1M
Full exits 9
- SUSQUEHANNA INTERNATIONAL GROUP, LLP$6M
- Janney Montgomery Scott LLC$3M
- Betterment LLC$2M
- Cambridge Investment Research Advisors, Inc.$2M
- HRT FINANCIAL LP$2M
- Leo Wealth, LLC$910K
Largest adds
- MORGAN STANLEY$12M
- RAYMOND JAMES FINANCIAL INC$8M
- Destination Wealth Management$4M
- BANK OF AMERICA CORP /DE/$4M
- LPL Financial LLC$3M
- MML INVESTORS SERVICES, LLC$1M
Largest trims
- ENVESTNET ASSET MANAGEMENT INC$7M
- ROYAL BANK OF CANADA$2M
- BANK OF MONTREAL /CAN/$2M
- JANE STREET GROUP, LLC$951K
- UBS Group AG$846K
- Founders Financial Alliance, LLC$839K
Institutional holders
One row per tracked fund, largest reported value first. “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding. Rows marked stale are from an earlier filing than the security’s latest quarter — that fund is absent from the newest snapshot (position exited, or reported under a different name).
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| Destination Wealth Management added | 967,931 | $90M | 26.3% | 2026-Q2 |
| LPL Financial LLC added | 396,750 | $37M | 10.8% | 2026-Q2 |
| MORGAN STANLEY added | 348,308 | $32M | 9.4% | 2026-Q2 |
| BANK OF AMERICA CORP /DE/ added | 331,327 | $31M | 9.0% | 2026-Q2 |
| RAYMOND JAMES FINANCIAL INC added | 153,334 | $14M | 4.2% | 2026-Q2 |
| Twelve Points Wealth Management LLC added | 123,444 | $11M | 3.3% | 2026-Q2 |
| Capital Investment Advisory Services, LLC added | 115,582 | $11M | 3.1% | 2026-Q2 |
| ENVESTNET ASSET MANAGEMENT INC trimmed | 113,395 | $11M | 3.1% | 2026-Q2 |
| Harbour Wealth Management Group, Inc. added | 106,109 | $10M | 2.9% | 2026-Q2 |
| MML INVESTORS SERVICES, LLC added | 75,945 | $7M | 2.1% | 2026-Q2 |
| Rockefeller Capital Management L.P. added | 45,130 | $4M | 1.2% | 2026-Q2 |
| Founders Financial Alliance, LLC trimmed | 43,652 | $4M | 1.2% | 2026-Q2 |
| OSAIC HOLDINGS, INC. added | 43,342 | $4M | 1.2% | 2026-Q2 |
| UBS Group AG trimmed | 41,912 | $4M | 1.1% | 2026-Q2 |
| Savvy Advisors, Inc. added | 38,798 | $4M | 1.1% | 2026-Q2 |
| BANK OF MONTREAL /CAN/ trimmed | 33,788 | $3M | 0.9% | 2026-Q2 |
| Clark Capital Management Group, Inc. new | 30,185 | $3M | 0.8% | 2026-Q2 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO trimmed | 25,836 | $2M | 0.7% | 2026-Q2 |
| WCG Wealth Advisors LLC added | 24,788 | $2M | 0.7% | 2026-Q2 |
| Red Wave Investments LLC trimmed | 21,013 | $2M | 0.6% | 2026-Q2 |
| COLUMBIA ADVISORY PARTNERS LLC trimmed | 18,768 | $2M | 0.5% | 2026-Q2 |
| CITADEL ADVISORS LLC trimmed | 18,102 | $2M | 0.5% | 2026-Q2 |
| TRUIST FINANCIAL CORP added | 17,973 | $2M | 0.5% | 2026-Q2 |
| Cetera Investment Advisers trimmed | 14,358 | $1M | 0.4% | 2026-Q2 |
| MILESTONE ASSET MANAGEMENT, LLC added | 13,421 | $1M | 0.4% | 2026-Q2 |
| &PARTNERS new | 9,962 | $1M | 0.3% | 2026-Q2 |
| Stratos Investment Management, LLC added | 10,806 | $1M | 0.3% | 2026-Q2 |
| Beacon Pointe Advisors, LLC trimmed | 10,639 | $991K | 0.3% | 2026-Q2 |
| SCOTIA CAPITAL INC. added | 10,570 | $984K | 0.3% | 2026-Q2 |
| JANE STREET GROUP, LLC trimmed | 10,487 | $977K | 0.3% | 2026-Q2 |
| Sanctuary Advisors, LLC trimmed | 9,170 | $854K | 0.2% | 2026-Q2 |
| Trilogy Capital Inc. trimmed | 7,313 | $681K | 0.2% | 2026-Q2 |
| McAdam, LLC added | 7,047 | $656K | 0.2% | 2026-Q2 |
| INDEPENDENT FINANCIAL GROUP, LLC added | 6,258 | $583K | 0.2% | 2026-Q2 |
| Coastal Bridge Advisors, LLC trimmed | 5,851 | $545K | 0.2% | 2026-Q2 |
| SCHMIDT P J INVESTMENT MANAGEMENT INC added | 5,835 | $543K | 0.2% | 2026-Q2 |
| Alpine Bank Wealth Management added | 5,593 | $521K | 0.2% | 2026-Q2 |
| OPPENHEIMER & CO INC added | 5,471 | $510K | 0.1% | 2026-Q2 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC added | 4,897 | $453K | 0.1% | 2026-Q2 |
| GWN SECURITIES INC. trimmed | 4,657 | $434K | 0.1% | 2026-Q2 |
| Global Retirement Partners, LLC trimmed | 4,362 | $406K | 0.1% | 2026-Q2 |
| Wealthcare Advisory Partners LLC trimmed | 4,092 | $381K | 0.1% | 2026-Q2 |
| BEACON FINANCIAL GROUP | 3,984 | $371K | 0.1% | 2026-Q2 |
| MERCER GLOBAL ADVISORS INC /ADV added | 3,689 | $344K | 0.1% | 2026-Q2 |
| Maridea Wealth Management LLC trimmed | 3,526 | $328K | 0.1% | 2026-Q2 |
| Guardian Partners Inc. trimmed | 3,480 | $324K | 0.1% | 2026-Q2 |
| EAGLE GLOBAL ADVISORS LLC trimmed | 3,330 | $310K | 0.1% | 2026-Q2 |
| Perigon Wealth Management, LLC trimmed | 3,326 | $310K | 0.1% | 2026-Q2 |
| Sigma Planning Corp trimmed | 3,101 | $289K | 0.1% | 2026-Q2 |
| MTM FINANCIAL GROUP, LLC trimmed | 3,016 | $281K | 0.1% | 2026-Q2 |
| Creative Planning added | 2,906 | $271K | 0.1% | 2026-Q2 |
| COMMONWEALTH EQUITY SERVICES, LLC trimmed | 2,776 | $259K | 0.1% | 2026-Q2 |
| Private Advisor Group, LLC trimmed | 2,716 | $253K | 0.1% | 2026-Q2 |
| ROYAL BANK OF CANADA trimmed | 2,685 | $250K | 0.1% | 2026-Q2 |
| Lifeworks Advisors, LLC added | 2,665 | $248K | 0.1% | 2026-Q2 |
| COMPASS CAPITAL CORP /MA/ /ADV trimmed | 2,676 | $247K | 0.1% | 2026-Q2 |
| PRINCIPAL SECURITIES, INC. added | 2,644 | $246K | 0.1% | 2026-Q2 |
| DIVERSIFY WEALTH MANAGEMENT, LLC added | 2,644 | $244K | 0.1% | 2026-Q2 |
| Diversify Advisory Services, LLC added | 2,644 | $244K | 0.1% | 2026-Q2 |
| Equitable Holdings, Inc. new | 2,541 | $237K | 0.1% | 2026-Q2 |
| HARBOUR INVESTMENTS, INC. trimmed | 2,463 | $229K | 0.1% | 2026-Q2 |
| Cadia Private Client LLC added | 2,446 | $228K | 0.1% | 2026-Q2 |
| Able Wealth Management LLC trimmed | 2,359 | $220K | 0.1% | 2026-Q2 |
| Capital Square, LLC new | 2,280 | $211K | 0.1% | 2026-Q2 |
| JPMORGAN CHASE & CO trimmed | 1,568 | $146K | 0.0% | 2026-Q2 |
| Bogart Wealth, LLC | 1,500 | $140K | 0.0% | 2026-Q2 |
| ASSETMARK, INC trimmed | 1,471 | $137K | 0.0% | 2026-Q2 |
| AdvisorNet Financial, Inc trimmed | 1,288 | $120K | 0.0% | 2026-Q2 |
| Integrated Wealth Concepts LLC trimmed | 845 | $79K | 0.0% | 2026-Q2 |
| Signature Equity Partners, LLC added | 662 | $62K | 0.0% | 2026-Q2 |
| Glass Jacobson Investment Advisors llc added | 660 | $62K | 0.0% | 2026-Q2 |
| Farther Finance Advisors, LLC added | 525 | $49K | 0.0% | 2026-Q2 |
| Harbor Asset Planning, Inc. | 450 | $42K | 0.0% | 2026-Q2 |
| PRIVATE TRUST CO NA added | 388 | $36K | 0.0% | 2026-Q2 |
| Qube Research & Technologies Ltd new | 359 | $33K | 0.0% | 2026-Q2 |
| Cape Investment Advisory, Inc. added | 316 | $29K | 0.0% | 2026-Q2 |
| Spire Wealth Management added | 284 | $26K | 0.0% | 2026-Q2 |
| Bangor Savings Bank | 185 | $17K | 0.0% | 2026-Q2 |
| CoreCap Advisors, LLC | 175 | $16K | 0.0% | 2026-Q2 |
| Mascoma Wealth Management LLC | 174 | $16K | 0.0% | 2026-Q2 |
| FIFTH THIRD BANCORP trimmed | 128 | $12K | 0.0% | 2026-Q2 |
| AMERIFLEX GROUP, INC. | 100 | $9K | 0.0% | 2026-Q2 |
| Blue Trust, Inc. | 87 | $8K | 0.0% | 2026-Q2 |
| Triumph Capital Management | 57 | $5K | 0.0% | 2026-Q2 |
| IFG Advisory, LLC new | 31 | $3K | 0.0% | 2026-Q2 |
| Transamerica Financial Advisors, LLC trimmed | 22 | $2K | 0.0% | 2026-Q2 |
| WELLS FARGO & COMPANY/MN trimmed | 21 | $2K | 0.0% | 2026-Q2 |
| Strategic Wealth Partners, Ltd. | 12 | $1K | 0.0% | 2026-Q2 |
| Cornerstone Planning Group LLC new | 11 | $1K | 0.0% | 2026-Q2 |
| US BANCORP \DE\ new | 4 | $373 | 0.0% | 2026-Q2 |
| FMR LLC trimmed | 1 | $58 | 0.0% | 2026-Q2 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP added | 59,857 | $6M | 1.6% | 2026-Q1 stale (1 quarter behind) |
| Janney Montgomery Scott LLC trimmed | 27,904 | $3M | 0.8% | 2026-Q1 stale (1 quarter behind) |
| Betterment LLC added | 24,002 | $2M | 0.6% | 2026-Q1 stale (1 quarter behind) |
| Cambridge Investment Research Advisors, Inc. trimmed | 19,022 | $2M | 0.5% | 2026-Q1 stale (1 quarter behind) |
| HRT FINANCIAL LP new | 18,989 | $2M | 0.5% | 2026-Q1 stale (1 quarter behind) |
| OneDigital Investment Advisors LLC trimmed | 51,260 | $5M | 1.4% | 2025-Q4 stale (2 quarters behind) |
| Prime Capital Investment Advisors, LLC added | 40,263 | $4M | 1.1% | 2025-Q4 stale (2 quarters behind) |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC added | 25,463 | $2M | 0.7% | 2025-Q4 stale (2 quarters behind) |
| Foundations Investment Advisors, LLC added | 57,057 | $5M | 1.6% | 2025-Q3 stale (3 quarters behind) |
Ownership over time
Tracked institutional holder count and total shares held by filing quarter (independent scales). The curated-era tail and any mid-ingest latest quarter are handled honestly — a partial quarter is not drawn as a collapse.
Reading this table
Funds hold the same stock for different reasons — an index fund “holds” almost everything, an active manager sizes a name to a mandate and a benchmark, and each fund entered at its own price and time. Because 13F is filed up to 45 days after quarter-end, every row is a backward-looking snapshot; a manager may have traded since. Share-class siblings (a company’s A and C shares) are rolled up to one line so a dual-class name is never double-counted. Compare like-for-like. A large holder is not an endorsement, and a fund exiting is not a warning — this is a starting question, not a verdict.
About 13F filings
A Form 13F is a quarterly disclosure that institutional investment managers with over $100 million in US-listed equities must file with the SEC. In plain English: it is a snapshot of the long stock positions a fund held at the end of a quarter. It covers long US-listed equities only — not short positions, options, cash, or private holdings — and the funds shown are the large sample we track, not the complete 13F universe.