ISHR IBX USD INVGD CB ETF-UI LQD
$108.64
+0.2% 52w: $103.32 – $110.06
Latest 13F among current holders filed 4 days ago (Jul 1, 2026)
Price — last 12 months
research preview data103.32106.69110.06
Jun 20, 2025 Jul 2, 2026
Institutional holders
1.1K
-47 QoQ
13F value
$33.54B
+8.9% QoQ
Smart-money holders
34
signal tier ≥ 2
New smart buyers
3
Q1 2026
Options barometer
0.6×
$4.86B calls / $7.77B puts
Institutional value by quarter
Number of holders
Who owns LQD?
Q1 2026 filings| Fund | Type | Shares | Value | % of fund | Change |
|---|---|---|---|---|---|
| BANK OF AMERICA CORP /DE/ | Bank broker | 25.8M | $2.81B | 0.2% | +13.1% |
| BlackRock, Inc. | Index provider | 21.6M | $2.35B | 0.0% | +31.4% |
| Meiji Yasuda Life Insurance Co | Wealth advisor | 19.1M | $2.08B | 71.2% | Held |
| GOLDMAN SACHS GROUP INC | Bank broker | 15.6M | $1.70B | 0.2% | +1583.1% |
| MORGAN STANLEY | Bank broker | 14.8M | $1.62B | 0.1% | +24.0% |
| Nuveen, LLC | Diversified mechanical | 11.0M | $1.20B | 0.3% | -19.4% |
| Financial Engines Advisors L.L.C. | Wealth advisor | 10.9M | $1.19B | 2.4% | -1.3% |
| Wealthfront Advisers LLC | Wealth advisor | 10.7M | $1.17B | 2.6% | -2.0% |
| PRUDENTIAL FINANCIAL INC | Insurance | 10.6M | $1.16B | 1.4% | +538.9% |
| BARINGS LLC | Wealth advisor | 8.6M | $938.7M | 15.6% | +210.7% |
| Japan Science & Technology Agency | Wealth advisor | 8.5M | $927.1M | 19.3% | -17.5% |
| AMERIPRISE FINANCIAL INC | Bank broker | 8.0M | $877.1M | 0.2% | +122.7% |
| Allianz SE | Wealth advisor | 7.9M | $856.9M | 9.5% | Held |
| BNP PARIBAS FINANCIAL MARKETS | Bank broker | 6.2M | $680.5M | 0.5% | +5611.8% |
| ENVESTNET ASSET MANAGEMENT INC | Wealth advisor | 6.1M | $667.3M | 0.2% | +13.6% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Market maker | 5.4M | $592.1M | 0.8% | -16.4% |
| WELLS FARGO & COMPANY/MN | Bank broker | 5.2M | $572.0M | 0.1% | +18.9% |
| UBS Group AG | Bank broker | 5.1M | $556.2M | 0.1% | -10.5% |
| LPL Financial LLC | Bank broker | 4.2M | $457.7M | 0.1% | +9.9% |
| National Mutual Insurance Federation of Agricultural Cooperatives | Wealth advisor | 4.0M | $440.4M | 3.4% | Held |
| Mitsubishi UFJ Asset Management Co., Ltd. | Diversified mechanical | 3.7M | $404.2M | 0.3% | -0.4% |
| NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC | Insurance | 3.4M | $375.3M | 5.7% | +6.2% |
| BNP PARIBAS | Bank broker | 2.6M | $280.5M | 8.9% | +9.0% |
| ROYAL BANK OF CANADA | Bank broker | 2.5M | $268.7M | 0.1% | +1.9% |
| Empower Annuity Insurance Co | Wealth advisor | 2.5M | $267.8M | 100.0% | Held |
| BARCLAYS PLC | Bank broker | 2.4M | $265.8M | 0.1% | +165.0% |
| Symetra Investment Management Co | Wealth advisor | 2.4M | $258.5M | 22.4% | +133.5% |
| STATE OF MICHIGAN RETIREMENT SYSTEM | Other | 2.2M | $236.8M | 1.3% | Held |
| SCHRODER INVESTMENT MANAGEMENT GROUP | Diversified mechanical | 2.1M | $226.7M | 0.2% | +32.0% |
| Brevan Howard Capital Management LP | Diversified mechanical | 2.0M | $215.3M | 2.2% | +527.0% |
| Migdal Insurance & Financial Holdings Ltd. | Other | 2.0M | $214.2M | 1.9% | Held |
| Fisher Asset Management, LLC | Long only active | 1.9M | $202.8M | 0.1% | -4.8% |
| NORTHERN TRUST CORP | Index provider | 1.8M | $193.8M | 0.0% | -25.3% |
| JPMORGAN CHASE & CO | Bank broker | 1.6M | $176.0M | 0.0% | -58.7% |
| Members Trust Co | Wealth advisor | 1.6M | $171.0M | 5.7% | +4.4% |
| MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC | Diversified mechanical | 1.4M | $149.1M | 1.7% | Held |
| RAYMOND JAMES FINANCIAL INC | Bank broker | 1.2M | $126.5M | 0.0% | +1.2% |
| PNC FINANCIAL SERVICES GROUP, INC. | Diversified mechanical | 1.1M | $122.7M | 0.1% | -3.1% |
| SONA ASSET MANAGEMENT (US) LLC ★2 | Fundamental diversified | 1.1M | $121.4M | 7.0% | -84.1% |
| North Dakota State Investment Board | Other | 1.1M | $121.1M | 5.2% | +135.7% |
| Cetera Investment Advisers | Wealth advisor | 1.0M | $112.9M | 0.1% | +0.6% |
| Bridgewater Associates, LP | Quant stat arb | 1.0M | $111.4M | 0.5% | +2.2% |
| Trajan Wealth LLC | Other | 101.1K | $110.1M | 4.4% | +1.8% |
| ASSETMARK, INC | Wealth advisor | 996.6K | $108.6M | 0.2% | -1.9% |
| MML INVESTORS SERVICES, LLC | Wealth advisor | 995.8K | $108.5M | 0.3% | -2.9% |
| GDS Wealth Management | Other | 994.1K | $108.3M | 6.5% | +16.8% |
| Legal & General Group Plc | Diversified mechanical | 979.6K | $106.8M | 0.0% | -30.9% |
| HSBC HOLDINGS PLC | Bank broker | 914.7K | $99.8M | 0.1% | +179.9% |
| Valmark Advisers, Inc. | Wealth advisor | 891.4K | $97.2M | 1.2% | +2.2% |
| SUMITOMO MITSUI FINANCIAL GROUP, INC. | Other | 835.0K | $91.0M | 1.8% | +2.0% |
Exits are not a bearish signal: our backtest shows stocks specialists exit keep outperforming for 3+ quarters — selling usually means profit-taking, not a forecast.