Security record
LQDW
name pending profile ingest
16Tracked holders
0Δ holders
2.01MShares held
$48.26MReported value
+2New positions
−2Exits
Momentum inputs (comparable managers): holder breadth 0.0% · share flow +3.5% · net new positions 0.0% — formula
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q2 2026
Ownership over time
| Quarter | Holders | Δ | Shares | Reported value | New | Exits |
|---|---|---|---|---|---|---|
| Q2 2026 | 16 | 0 | 2.01M | $48.26M | +2 | −2 |
| Q1 2026 | 16 | -1 | 1.94M | $46.92M | +2 | −3 |
| Q4 2025 | 17 | +1 | 2.00M | $49.16M | +1 | — |
| Q3 2025 | 2 | 0 | 18.55K | $468,643 | — | — |
| Q2 2025 | 1 | — | 10.98K | $280,108 | — | — |
Who holds it · Q2 2026
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Bank Of America Corp /De/ | 891.17K | -1.9% | $21.41M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 2 | Bank Of America Corp /De/ | 891.17K | -1.9% | $21.41M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 3 | Raymond James Financial Inc | 454.81K | +8.7% | $10.93M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 4 | Raymond James Financial Inc | 454.81K | +8.7% | $10.93M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 5 | LPL Financial LLC | 324.07K | +3.8% | $7.79M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 6 | Stifel Financial Corp | 153.56K | +16.0% | $3.69M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 7 | Osaic Holdings, Inc. | 51.06K | +16.8% | $1.23M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 8 | Osaic Holdings, Inc. | 51.06K | +16.8% | $1.23M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 9 | HighTower Advisors, LLC | 47.92K | New | $1.15M | 0.0% | New | 1 | SEC ↗ |
| 10 | Mirae Asset Global Investments Co.… | 30.46K | +27.7% | $731,753 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 11 | Wealth Enhancement Advisory… | 21.23K | -7.8% | $501,513 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 12 | Cetera Investment Advisers | 13.54K | +19.1% | $325,388 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 13 | Citadel Advisors ✦ | 10.95K | -37.9% | $263,098 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 14 | Commonwealth Equity Services, Llc | 9.00K | 0.0% | $216,221 | 0.0% | Held | 3 | SEC ↗ |
| 15 | Assetmark, Inc | 744 | 0.0% | $17,875 | 0.0% | Held | 2 | SEC ↗ |
| 16 | Wells Fargo & Company/Mn | 295 | — | $7,075 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 17 | Wells Fargo & Company/Mn | 295 | — | $7,075 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 18 | Royal Bank Of Canada | 306 | +2.0% | $7,000 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 19 | National Bank Of Canada /Fi/ | 150 | 0.0% | $3,603 | 0.0% | Held | 3 | SEC ↗ |
| 20 | Morgan Stanley ✦ | 1 | New | $30 | 0.0% | New | 1 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value — the conviction measure. ✦ = curated manager.
New buyers
| HighTower Advisors, LLC | $1.15M | 0.0% |
| Morgan Stanley | $30 | 0.0% |
Exited
| Susquehanna International… | $896,619 | was 0.0% |
| BlackRock | $48,360 | was 0.0% |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 45 holders, 3.15M shares, $75.73M reported. This is a different, older period than the tracked-universe figures above and the two are never mixed.
Frequently co-owned
What else this security's tracked holders most often hold — shared-ownership counts, not fundamental relationships.
Provenance: Ownership from parsed 13F common-stock positions (tracked universe, comparable sets for changes); insider rows from Forms 3/4/5; stakes from Schedules 13D/13G; every filing links to its original on SEC EDGAR.
Reporting period: Q2 2026 ·
Methodology ·
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