Who owns LQDH (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-Q1 13F filings. 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
13 tracked funds added or opened LQDH while 28 trimmed or exited it between 2025-Q4 and 2026-Q1 — 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 2.2% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 2.2pp 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 2025-Q4 and 2026-Q1, across 102 tracked filers holding LQDH, 41 increased or opened the position and 72 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 2025-Q4 and 2026-Q1 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 3
- SUSQUEHANNA INTERNATIONAL GROUP, LLP$6M
- HRT FINANCIAL LP$2M
- EFG International AG$610K
Full exits 5
- OneDigital Investment Advisors LLC$5M
- Prime Capital Investment Advisors, LLC$4M
- UNITED CAPITAL FINANCIAL ADVISORS, LLC$2M
- Global Retirement Partners, LLC$2M
- ORG Partners LLC$2M
Largest adds
- MORGAN STANLEY$11M
- Twelve Points Wealth Management LLC$5M
- Founders Financial Alliance, LLC$4M
- Destination Wealth Management$3M
- CITADEL ADVISORS LLC$945K
- Harbour Wealth Management Group, Inc.$684K
Largest trims
- Leo Wealth, LLC$24M
- ENVESTNET ASSET MANAGEMENT INC$21M
- MML INVESTORS SERVICES, LLC$10M
- UBS Group AG$8M
- BEACON FINANCIAL GROUP$4M
- Bank of New York Mellon Corp$4M
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 | 929,645 | $86M | 25.1% | 2026-Q1 |
| LPL Financial LLC trimmed | 365,901 | $34M | 9.9% | 2026-Q1 |
| BANK OF AMERICA CORP /DE/ added | 292,864 | $27M | 7.9% | 2026-Q1 |
| MORGAN STANLEY added | 221,719 | $20M | 6.0% | 2026-Q1 |
| ENVESTNET ASSET MANAGEMENT INC trimmed | 188,338 | $17M | 5.1% | 2026-Q1 |
| Capital Investment Advisory Services, LLC added | 114,352 | $11M | 3.1% | 2026-Q1 |
| Twelve Points Wealth Management LLC added | 113,196 | $10M | 3.1% | 2026-Q1 |
| Harbour Wealth Management Group, Inc. added | 104,447 | $10M | 2.8% | 2026-Q1 |
| RAYMOND JAMES FINANCIAL INC trimmed | 68,402 | $6M | 1.8% | 2026-Q1 |
| MML INVESTORS SERVICES, LLC trimmed | 62,678 | $6M | 1.7% | 2026-Q1 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP added | 59,857 | $6M | 1.6% | 2026-Q1 |
| BANK OF MONTREAL /CAN/ trimmed | 56,260 | $5M | 1.5% | 2026-Q1 |
| Founders Financial Alliance, LLC added | 53,117 | $5M | 1.4% | 2026-Q1 |
| UBS Group AG trimmed | 51,430 | $5M | 1.4% | 2026-Q1 |
| Rockefeller Capital Management L.P. trimmed | 42,570 | $4M | 1.1% | 2026-Q1 |
| OSAIC HOLDINGS, INC. added | 41,955 | $4M | 1.1% | 2026-Q1 |
| Savvy Advisors, Inc. added | 34,842 | $3M | 0.9% | 2026-Q1 |
| Janney Montgomery Scott LLC trimmed | 27,904 | $3M | 0.8% | 2026-Q1 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO added | 26,989 | $2M | 0.7% | 2026-Q1 |
| ROYAL BANK OF CANADA trimmed | 26,867 | $2M | 0.7% | 2026-Q1 |
| Betterment LLC added | 24,002 | $2M | 0.6% | 2026-Q1 |
| WCG Wealth Advisors LLC added | 21,873 | $2M | 0.6% | 2026-Q1 |
| Red Wave Investments LLC trimmed | 21,669 | $2M | 0.6% | 2026-Q1 |
| CITADEL ADVISORS LLC added | 21,235 | $2M | 0.6% | 2026-Q1 |
| JANE STREET GROUP, LLC added | 20,872 | $2M | 0.6% | 2026-Q1 |
| Cambridge Investment Research Advisors, Inc. trimmed | 19,022 | $2M | 0.5% | 2026-Q1 |
| HRT FINANCIAL LP added | 18,989 | $2M | 0.5% | 2026-Q1 |
| COLUMBIA ADVISORY PARTNERS LLC trimmed | 18,784 | $2M | 0.5% | 2026-Q1 |
| TRUIST FINANCIAL CORP trimmed | 15,649 | $1M | 0.4% | 2026-Q1 |
| Cetera Investment Advisers trimmed | 14,451 | $1M | 0.4% | 2026-Q1 |
| Beacon Pointe Advisors, LLC trimmed | 13,921 | $1M | 0.4% | 2026-Q1 |
| MILESTONE ASSET MANAGEMENT, LLC added | 12,034 | $1M | 0.3% | 2026-Q1 |
| Sanctuary Advisors, LLC trimmed | 11,063 | $1M | 0.3% | 2026-Q1 |
| SCOTIA CAPITAL INC. trimmed | 10,148 | $937K | 0.3% | 2026-Q1 |
| Leo Wealth, LLC trimmed | 9,857 | $910K | 0.3% | 2026-Q1 |
| Stratos Investment Management, LLC added | 9,737 | $899K | 0.3% | 2026-Q1 |
| Able Wealth Management LLC trimmed | 8,153 | $753K | 0.2% | 2026-Q1 |
| Bank of New York Mellon Corp trimmed | 7,668 | $708K | 0.2% | 2026-Q1 |
| Trilogy Capital Inc. trimmed | 7,356 | $679K | 0.2% | 2026-Q1 |
| Wealthcare Advisory Partners LLC added | 6,935 | $640K | 0.2% | 2026-Q1 |
| PARK AVENUE SECURITIES LLC trimmed | 6,676 | $617K | 0.2% | 2026-Q1 |
| EFG International AG new | 6,605 | $610K | 0.2% | 2026-Q1 |
| GWN SECURITIES INC. trimmed | 6,353 | $587K | 0.2% | 2026-Q1 |
| INDEPENDENT FINANCIAL GROUP, LLC trimmed | 6,244 | $577K | 0.2% | 2026-Q1 |
| Coastal Bridge Advisors, LLC trimmed | 6,078 | $561K | 0.2% | 2026-Q1 |
| Alpine Bank Wealth Management trimmed | 5,460 | $504K | 0.1% | 2026-Q1 |
| OPPENHEIMER & CO INC added | 5,304 | $490K | 0.1% | 2026-Q1 |
| McAdam, LLC added | 5,287 | $488K | 0.1% | 2026-Q1 |
| SCHMIDT P J INVESTMENT MANAGEMENT INC new | 4,758 | $439K | 0.1% | 2026-Q1 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC trimmed | 4,422 | $408K | 0.1% | 2026-Q1 |
| TWO SIGMA SECURITIES, LLC added | 4,268 | $394K | 0.1% | 2026-Q1 |
| BEACON FINANCIAL GROUP trimmed | 3,984 | $368K | 0.1% | 2026-Q1 |
| Maridea Wealth Management LLC trimmed | 3,810 | $352K | 0.1% | 2026-Q1 |
| EAGLE GLOBAL ADVISORS LLC | 3,530 | $326K | 0.1% | 2026-Q1 |
| Guardian Partners Inc. trimmed | 3,481 | $322K | 0.1% | 2026-Q1 |
| Perigon Wealth Management, LLC trimmed | 3,488 | $322K | 0.1% | 2026-Q1 |
| Envestnet Portfolio Solutions, Inc. trimmed | 3,301 | $305K | 0.1% | 2026-Q1 |
| MERCER GLOBAL ADVISORS INC /ADV trimmed | 3,285 | $303K | 0.1% | 2026-Q1 |
| Sigma Planning Corp trimmed | 3,166 | $292K | 0.1% | 2026-Q1 |
| Private Advisor Group, LLC added | 2,766 | $255K | 0.1% | 2026-Q1 |
| COMPASS CAPITAL CORP /MA/ /ADV added | 2,716 | $252K | 0.1% | 2026-Q1 |
| Creative Planning added | 2,697 | $249K | 0.1% | 2026-Q1 |
| HARBOUR INVESTMENTS, INC. added | 2,691 | $248K | 0.1% | 2026-Q1 |
| Keebeck Wealth Management trimmed | 2,688 | $248K | 0.1% | 2026-Q1 |
| GREAT VALLEY ADVISOR GROUP, INC. added | 2,683 | $248K | 0.1% | 2026-Q1 |
| Two West Capital Advisors LLC trimmed | 2,588 | $240K | 0.1% | 2026-Q1 |
| Cadia Private Client LLC new | 2,412 | $223K | 0.1% | 2026-Q1 |
| FSA Advisors, Inc. trimmed | 2,373 | $219K | 0.1% | 2026-Q1 |
| Lifeworks Advisors, LLC new | 2,346 | $217K | 0.1% | 2026-Q1 |
| Foundations Investment Advisors, LLC added | 57,057 | $5M | 1.6% | 2025-Q3 stale |
| OneDigital Investment Advisors LLC trimmed | 51,260 | $5M | 1.4% | 2025-Q4 stale |
| Integrated Wealth Concepts LLC added | 43,505 | $4M | 1.2% | 2025-Q2 stale |
| Prime Capital Investment Advisors, LLC added | 40,263 | $4M | 1.1% | 2025-Q4 stale |
| Heck Capital Advisors, LLC added | 27,703 | $3M | 0.7% | 2025-Q1 stale |
| GFG Capital, LLC | 25,942 | $2M | 0.7% | 2025-Q1 stale |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC added | 25,463 | $2M | 0.7% | 2025-Q4 stale |
| Global Retirement Partners, LLC added | 16,437 | $2M | 0.4% | 2025-Q4 stale |
| ORG Partners LLC added | 16,395 | $2M | 0.4% | 2025-Q4 stale |
| Sollinda Capital Management LLC new | 13,224 | $1M | 0.4% | 2025-Q2 stale |
| Atria Investments, Inc trimmed | 11,036 | $1M | 0.3% | 2025-Q1 stale |
| OneAscent Financial Services LLC new | 10,492 | $968K | 0.3% | 2025-Q1 stale |
| Aquire Wealth Advisors, LLC trimmed | 7,121 | $657K | 0.2% | 2025-Q1 stale |
| Inspire Advisors, LLC added | 6,989 | $646K | 0.2% | 2025-Q2 stale |
| Brookwood Investment Group LLC new | 6,292 | $581K | 0.2% | 2025-Q1 stale |
| AVANTAX ADVISORY SERVICES, INC. added | 6,104 | $564K | 0.2% | 2025-Q2 stale |
| Spectrum Planning & Advisory Services Inc. new | 4,950 | $462K | 0.1% | 2025-Q4 stale |
| CreativeOne Wealth, LLC added | 4,460 | $412K | 0.1% | 2025-Q1 stale |
| Regal Investment Advisors LLC new | 3,858 | $356K | 0.1% | 2025-Q1 stale |
| FIRST TRUST ADVISORS LP new | 3,594 | $332K | 0.1% | 2025-Q2 stale |
| GeoWealth Management, LLC added | 3,163 | $295K | 0.1% | 2025-Q4 stale |
| GC Wealth Management RIA, LLC added | 3,160 | $295K | 0.1% | 2025-Q4 stale |
| Vista Cima Wealth Management LLC added | 2,932 | $274K | 0.1% | 2025-Q4 stale |
| COMMONWEALTH EQUITY SERVICES, LLC trimmed | 2,917 | $272K | 0.1% | 2025-Q4 stale |
| INSIGNEO ADVISORY SERVICES, LLC trimmed | 2,684 | $251K | 0.1% | 2025-Q3 stale |
| EP Wealth Advisors, LLC trimmed | 2,509 | $232K | 0.1% | 2025-Q2 stale |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management new | 2,444 | $228K | 0.1% | 2025-Q4 stale |
| ONE Advisory Partners, LLC new | 2,419 | $226K | 0.1% | 2025-Q4 stale |
| SteelPeak Wealth, LLC added | 2,419 | $224K | 0.1% | 2025-Q2 stale |
| Diversify Advisory Services, LLC trimmed | 2,345 | $220K | 0.1% | 2025-Q4 stale |
| CENTAURUS FINANCIAL, INC. added | 2,368 | $219K | 0.1% | 2025-Q2 stale |
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.