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Funds Holding LQDH

On this page, we present all of the funds holding LQDH from our database of 13F filers, detailed in the table below. The first column indicates the name of each of the funds holding LQDH, with a link to that fund's top holdings. The next columns indicate the amount of LQDH stock held by each of the funds holding LQDH, followed by the LQDH position size held by the fund, and lastly the date of the quarterly filing period the data represents. In total, we count 66 funds holding LQDH within the last two filing periods in our coverage universe of 13F filers, with the largest position size having been reported by Destination Wealth Management. For more details on the positions held by Destination Wealth Management (or by any of the other funds holding LQDH), click the fund name in the "Holder" column of the funds-holding-LQDH table below.

HolderAmountPosition Size
($ in 1000's)
 As of
Destination Wealth Management705,953$65,713 12/31/2023
     LQDH705,953$65,713 12/31/2023
Bank of America Corp DE303,693$28,269 12/31/2023
     LQDH303,693$28,269 12/31/2023
Leo Wealth LLC193,518$18,036 12/31/2023
     LQDH193,518$18,036 12/31/2023
LPL Financial LLC150,893$14,046 12/31/2023
     LQDH150,893$14,046 12/31/2023
Beacon Financial Group123,373$11,484 12/31/2023
     LQDH123,373$11,484 12/31/2023
Jane Street Group LLC94,595$8,805 12/31/2023
     LQDH94,595$8,805 12/31/2023
Scotia Capital Inc.55,554$5,171 12/31/2023
     LQDH55,554$5,171 12/31/2023
KFG Wealth Management LLC54,180$5,095 03/31/2024
     LQDH54,180$5,095 03/31/2024
Bank of Montreal Can45,321$4,255 12/31/2023
     LQDH45,321$4,255 12/31/2023
Red Wave Investments LLC32,144$2,992 12/31/2023
     LQDH32,144$2,992 12/31/2023
Cambridge Investment Research Advisors Inc.29,100$2,709 12/31/2023
     LQDH29,100$2,709 12/31/2023
Capital Investment Advisory Services LLC27,897$2,597 12/31/2023
     LQDH27,897$2,597 12/31/2023
Susquehanna International Group LLP25,547$2,378 12/31/2023
     LQDH25,547$2,378 12/31/2023
UBS Group AG24,223$2,255 12/31/2023
     LQDH24,223$2,255 12/31/2023
Trilogy Capital Inc.23,150$2,177 03/31/2024
     LQDH23,150$2,177 03/31/2024
Eqis Capital Management Inc.22,721$2,115 12/31/2023
     LQDH22,721$2,115 12/31/2023
Mercer Global Advisors Inc. ADV16,720$1,556 12/31/2023
     LQDH16,720$1,556 12/31/2023
Sharkey Howes & Javer15,629$1,470 03/31/2024
     LQDH15,629$1,470 03/31/2024
Rockefeller Capital Management L.P.13,440$1,251 12/31/2023
     LQDH13,440$1,251 12/31/2023
WCG Wealth Advisors LLC13,035$1,213 12/31/2023
     LQDH13,035$1,213 12/31/2023
Royal Bank of Canada12,945$1,205 12/31/2023
     LQDH12,945$1,205 12/31/2023
Cliftonlarsonallen Wealth Advisors LLC12,793$1,191 12/31/2023
     LQDH12,793$1,191 12/31/2023
Aquire Wealth Advisors LLC12,604$1,173 12/31/2023
     LQDH12,604$1,173 12/31/2023
Wealthcare Advisory Partners LLC12,424$1,168 03/31/2024
     LQDH12,424$1,168 03/31/2024
Commonwealth Equity Services LLC12,270$1,142 12/31/2023
     LQDH12,270$1,142 12/31/2023
Citadel Advisors LLC11,937$1,111 12/31/2023
     LQDH11,937$1,111 12/31/2023
Envestnet Asset Management Inc.11,551$1,075 12/31/2023
     LQDH11,551$1,075 12/31/2023
TrinityPoint Wealth LLC10,175$947 12/31/2023
     LQDH10,175$947 12/31/2023
MML Investors Services LLC9,540$888 12/31/2023
     LQDH9,540$888 12/31/2023
Advisor Group Holdings Inc.8,850$824 12/31/2023
     LQDH8,850$824 12/31/2023
Able Wealth Management LLC8,448$786 12/31/2023
     LQDH8,448$786 12/31/2023
Morgan Stanley8,413$783 12/31/2023
     LQDH8,413$783 12/31/2023
Cary Street Partners Investment Advisory LLC5,642$540 12/31/2023
     LQDH5,642$540 12/31/2023
Trademark Financial Management LLC5,089$474 12/31/2023
     LQDH5,089$474 12/31/2023
Outlook Wealth Advisors LLC4,459$415 12/31/2023
     LQDH4,459$415 12/31/2023
Gallagher Fiduciary Advisors LLC4,409$410 12/31/2023
     LQDH4,409$410 12/31/2023
Prime Capital Investment Advisors LLC4,274$398 12/31/2023
     LQDH4,274$398 12/31/2023
Cetera Advisor Networks LLC4,140$385 12/31/2023
     LQDH4,140$385 12/31/2023
Private Advisor Group LLC4,131$385 12/31/2023
     LQDH4,131$385 12/31/2023
Avantax Advisory Services Inc.3,548$330 12/31/2023
     LQDH3,548$330 12/31/2023
Founders Financial Alliance LLC3,263$304 12/31/2023
     LQDH3,263$304 12/31/2023
Harbour Investments Inc.3,218$300 12/31/2023
     LQDH3,218$300 12/31/2023
Jacobi Capital Management LLC3,154$294 12/31/2023
     LQDH3,154$294 12/31/2023
Guardian Capital Advisors LP2,504$233 12/31/2023
     LQDH2,504$233 12/31/2023
Banque Cantonale Vaudoise1,960$184 03/31/2024
     LQDH1,960$184 03/31/2024
Mascoma Wealth Management LLC870$81 12/31/2023
     LQDH870$81 12/31/2023
Sunbelt Securities Inc.755$71 03/31/2024
     LQDH755$71 03/31/2024
Wells Fargo & Company MN543$51 12/31/2023
     LQDH543$51 12/31/2023
Signature Resources Capital Management LLC510$47 03/31/2024
     LQDH510$47 03/31/2024
Proequities Inc.375$35 12/31/2023
     LQDH375$35 12/31/2023
Private Trust Co. NA350$33 12/31/2023
     LQDH350$33 12/31/2023
JPMorgan Chase & Co.314$29 12/31/2023
     LQDH314$29 12/31/2023
Cape Investment Advisory Inc.267$25 12/31/2023
     LQDH267$25 12/31/2023
Steward Partners Investment Advisory LLC181$17 12/31/2023
     LQDH181$17 12/31/2023
Comerica Bank119$11 12/31/2023
     LQDH119$11 12/31/2023
Retirement Group LLC111$10 12/31/2023
     LQDH111$10 12/31/2023
Investors Research Corp92$9 12/31/2023
     LQDH92$9 12/31/2023
Advisory Services Network LLC86$8 12/31/2023
     LQDH86$8 12/31/2023
GWM Advisors LLC87$8 12/31/2023
     LQDH87$8 12/31/2023
Tucker Asset Management LLC84$8 12/31/2023
     LQDH84$8 12/31/2023
Farther Finance Advisors LLC90$8 12/31/2023
     LQDH90$8 12/31/2023
CWM LLC49$5 03/31/2024
     LQDH49$5 03/31/2024
Northwestern Mutual Wealth Management Co.52$5 12/31/2023
     LQDH52$5 12/31/2023
FMR LLC41$4 12/31/2023
     LQDH41$4 12/31/2023
Assetmark Inc.26$2 12/31/2023
     LQDH26$2 12/31/2023
Financial Gravity Asset Management Inc.16$1 12/31/2023
     LQDH16$1 12/31/2023
Huntington National Bank1$0 12/31/2023
     LQDH1$0 12/31/2023

See Summary: Institutional Holders of LQDH
See Details: Top 10 Hedge Funds Holding LQDH
Also See: LQDH Holdings Changes

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