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LQD Holdings Changes image
This page summarizes the LQD holdings changes quarter over quarter among those 13F filers that have reported for the 12/31/2019 period, comparing share count change from 9/30/2019 to 12/31/2019. Share count is compared over these two periods to provide an indication of whether LQD is being accumulated or sold by institutions that file their holdings via 13F filings (and as always, when considering this data it is important to be mindful of the long only reporting requirement).
Filer9/30/2019
 Share Count 
12/31/2019
 Share Count 
Change% Change
13F Filers Increasing LQD Share Count
Jefferies Group LLC 900 521,300 +520,400 +57822.22%
Harvest Group Wealth Management LLC 59 28,708 +28,649 +48557.63%
Truist Financial Corp 4,325 1,017,529 +1,013,204 +23426.68%
Gainplan LLC 1,531 112,389 +110,858 +7240.89%
Harel Insurance Investments & Financial Services Ltd. 664 36,944 +36,280 +5463.86%
Golden State Wealth Management LLC 1,583 36,401 +34,818 +2199.49%
Hsbc Holdings PLC 69,449 1,579,767 +1,510,318 +2174.72%
MUFG Americas Holdings Corp 316 5,510 +5,194 +1643.67%
BlueCrest Capital Management Ltd 20,960 255,780 +234,820 +1120.32%
Sumitomo Mitsui Financial Group Inc. 274,445 2,571,899 +2,297,454 +837.13%
State of Tennessee Treasury Department 26,100 223,500 +197,400 +756.32%
Conning Inc. 68,626 405,205 +336,579 +490.45%
Legal & General Group Plc 80,322 307,079 +226,757 +282.31%
Holderness Investments Co. 2,466 9,103 +6,637 +269.14%
Horizon Investments LLC 43,756 151,836 +108,080 +247.01%
Kovack Advisors Inc. 3,857 13,080 +9,223 +239.12%
Crestwood Advisors Group LLC 3,503 9,743 +6,240 +178.13%
Hanseatic Management Services Inc. 2,173 6,026 +3,853 +177.31%
Belpointe Asset Management LLC 13,634 37,184 +23,550 +172.73%
People s United Financial Inc. 93,442 244,650 +151,208 +161.82%
Willingdon Wealth Management 12,964 31,761 +18,797 +144.99%
Vectors Research Management LLC 91 212 +121 +132.97%
CI Investments Inc. 280,655 635,256 +354,601 +126.35%
Lido Advisors LLC 3,273 7,381 +4,108 +125.51%
JPMorgan Chase & Co. 2,071,619 4,619,628 +2,548,009 +123.00%
Wealthstreet Investment Advisors LLC 7,894 17,332 +9,438 +119.56%
Exane Derivatives 8,700 18,600 +9,900 +113.79%
Donaldson Capital Management LLC 14,876 30,275 +15,399 +103.52%
American Financial Advisors LLC 82,592 166,875 +84,283 +102.05%
Kingsview Wealth Management LLC 26,363 51,887 +25,524 +96.82%
Van Hulzen Asset Management LLC 2,022 3,969 +1,947 +96.29%
Tortoise Investment Management LLC 100 196 +96 +96.00%
First Heartland Consultants Inc. 17,953 35,000 +17,047 +94.95%
PFS Investments Inc. 10,407 20,074 +9,667 +92.89%
TCI Wealth Advisors Inc. 731 1,382 +651 +89.06%
First Manhattan Co. 153 283 +130 +84.97%
CWM LLC 13,502 24,930 +11,428 +84.64%
Robertson Stephens Wealth Management LLC 15,547 28,358 +12,811 +82.40%
Bank of Nova Scotia 518,525 919,993 +401,468 +77.43%
Claraphi Advisory Network LLC 1,675 2,946 +1,271 +75.88%
Lenox Wealth Advisors LLC 320 562 +242 +75.62%
Anchor Capital Advisors LLC 109,325 190,356 +81,031 +74.12%
Signaturefd LLC 213 368 +155 +72.77%
Florin Court Capital LLP 39,300 67,500 +28,200 +71.76%
Strategic Investment Advisors MI 5,378 9,208 +3,830 +71.22%
Mariner LLC 19,303 32,661 +13,358 +69.20%
Deutsche Bank AG 110,606 183,618 +73,012 +66.01%
Sawtooth Solutions LLC 11,493 18,915 +7,422 +64.58%
Sage Advisory Services Ltd.Co. 2,241 3,654 +1,413 +63.05%
Goldman Sachs Group Inc. 4,005,842 6,511,050 +2,505,208 +62.54%
FundX Investment Group LLC 267,524 431,766 +164,242 +61.39%
Nkcfo LLC 3,700 5,890 +2,190 +59.19%
Mission Wealth Management LP 2,302 3,602 +1,300 +56.47%
Full Sail Capital LLC 38,137 59,330 +21,193 +55.57%
Man Group plc 402,180 624,143 +221,963 +55.19%
Gradient Investments LLC 607 926 +319 +52.55%
Smith Moore & CO. 2,038 3,060 +1,022 +50.15%
Boenning & Scattergood Inc. 3,343 5,015 +1,672 +50.01%
Linscomb & Williams Inc. 4,486 6,626 +2,140 +47.70%
Mather Group LLC. 2,509 3,705 +1,196 +47.67%
Sound Income Strategies LLC 430 626 +196 +45.58%
Wealthspire Advisors L.P. 7,336 10,618 +3,282 +44.74%
Trust Co. of Vermont 800 1,149 +349 +43.62%
Larson Financial Group LLC 215 303 +88 +40.93%
BerganKDV Wealth Management LLC 7,402 10,402 +3,000 +40.53%
Edmond DE Rothschild Holding S.A. 16,558 23,100 +6,542 +39.51%
Investors Research Corp 23 32 +9 +39.13%
Securian Asset Management Inc 64,800 90,000 +25,200 +38.89%
Stifel Financial Corp 532,412 733,110 +200,698 +37.70%
Guardian Capital Advisors LP 3,175 4,315 +1,140 +35.91%
Boston Private Wealth LLC 7,774 10,443 +2,669 +34.33%
Sadoff Investment Management LLC 2,700 3,514 +814 +30.15%
Jacobi Capital Management LLC 8,374 10,812 +2,438 +29.11%
Baird Financial Group Inc. 65,318 84,240 +18,922 +28.97%
Sowell Financial Services LLC 16,009 20,403 +4,394 +27.45%
Integrated Wealth Concepts LLC 147,569 187,268 +39,699 +26.90%
TD Asset Management Inc. 57,301 72,230 +14,929 +26.05%
Creative Planning 56,689 71,033 +14,344 +25.30%
Sonata Capital Group Inc. 7,985 10,003 +2,018 +25.27%
Columbus Macro LLC 21,420 26,703 +5,283 +24.66%
Summit Wealth & Retirement Planning Inc. 5,787 7,198 +1,411 +24.38%
55I LLC 16,516 20,480 +3,964 +24.00%
Heritage Investors Management Corp 2,960 3,660 +700 +23.65%
Wealthcare Advisory Partners LLC 8,951 10,974 +2,023 +22.60%
Slow Capital Inc. 8,256 10,100 +1,844 +22.34%
Cetera Investment Advisers 10,164 12,419 +2,255 +22.19%
Krilogy Financial LLC 3,390 4,141 +751 +22.15%
NEXT Financial Group Inc 25,241 30,592 +5,351 +21.20%
BLB&B Advisors LLC 41,587 50,322 +8,735 +21.00%
Benjamin F. Edwards & Company Inc. 1,439 1,739 +300 +20.85%
Guidance Point Advisors LLC 3,415 4,118 +703 +20.59%
Allworth Financial LP 860 1,037 +177 +20.58%
Wedbush Securities Inc. 9,786 11,778 +1,992 +20.36%
Boys Arnold & Co. Inc. 48,623 58,193 +9,570 +19.68%
HMS Capital Management LLC 49,009 57,954 +8,945 +18.25%
First National Corp MA ADV 46,814 55,327 +8,513 +18.18%
Bank Hapoalim BM 3,131 3,700 +569 +18.17%
Regions Financial Corp 237,010 279,589 +42,579 +17.97%
AXA 29,228 34,450 +5,222 +17.87%
HCR Wealth Advisors 5,261 6,184 +923 +17.54%
Daiwa Securities Group Inc. 57,100 67,000 +9,900 +17.34%
Banco Santander S.A. 35,678 41,744 +6,066 +17.00%
Bessemer Group Inc. 16,900 19,750 +2,850 +16.86%
Vision Capital Management Inc. 54,250 63,383 +9,133 +16.84%
Capital Investment Advisory Services LLC 3,974 4,643 +669 +16.83%
Wesbanco Bank Inc. 16,266 18,995 +2,729 +16.78%
Tompkins Financial Corp 4,808 5,611 +803 +16.70%
Baker Avenue Asset Management LP 3,385 3,946 +561 +16.57%
Cullen Frost Bankers Inc. 5,778 6,690 +912 +15.78%
Sigma Planning Corp 233,175 269,863 +36,688 +15.73%
Camden National Bank 11,627 13,407 +1,780 +15.31%
Allstate Corp 3,121,949 3,599,612 +477,663 +15.30%
Acorns Advisers LLC 1,508,267 1,738,678 +230,411 +15.28%
Blair William & Co. IL 20,877 24,063 +3,186 +15.26%
Sunbelt Securities Inc. 2,349 2,706 +357 +15.20%
IPG Investment Advisors LLC 2,995 3,445 +450 +15.03%
Roundview Capital LLC 4,080 4,688 +608 +14.90%
Northern Trust Corp 1,074,871 1,220,639 +145,768 +13.56%
Money Design Co. Ltd. 214,828 243,266 +28,438 +13.24%
Greytown Advisors Inc. 8,500 9,600 +1,100 +12.94%
Harbour Capital Advisors LLC 3,750 4,230 +480 +12.80%
Prospera Financial Services Inc 16,972 19,101 +2,129 +12.54%
Avantax Advisory Services Inc. 615,199 690,512 +75,313 +12.24%
FDx Advisors Inc. 4,752 5,314 +562 +11.83%
Morgan Stanley 7,634,895 8,532,250 +897,355 +11.75%
Rockefeller Capital Management L.P. 22,152 24,685 +2,533 +11.43%
Appleton Group LLC 1,790 1,993 +203 +11.34%
Betterment LLC 131,993 146,804 +14,811 +11.22%
Haverford Trust Co. 6,384 7,097 +713 +11.17%
Pinnacle Financial Partners Inc. 35,564 39,532 +3,968 +11.16%
Millburn Ridgefield Corp 5,045 5,606 +561 +11.12%
Sequoia Financial Advisors LLC 25,404 28,227 +2,823 +11.11%
Coastal Investment Advisors Inc. 3,387 3,760 +373 +11.01%
ACG Wealth 3,798 4,203 +405 +10.66%
Mackenzie Financial Corp 33,900 37,500 +3,600 +10.62%
Hedeker Wealth LLC 31,557 34,890 +3,333 +10.56%
Prime Capital Investment Advisors LLC 31,963 35,297 +3,334 +10.43%
Financial Advisory Service Inc. 8,399 9,264 +865 +10.30%
Cambiar Investors LLC 27,082 29,858 +2,776 +10.25%
Proequities Inc. 18,243 20,075 +1,832 +10.04%
Oppenheimer & Co. Inc. 14,432 15,868 +1,436 +9.95%
Wealth Enhancement Advisory Services LLC 368,435 404,402 +35,967 +9.76%
River & Mercantile LLC 10,502 11,524 +1,022 +9.73%
CIBC Private Wealth Group LLC 115,727 126,910 +11,183 +9.66%
Charter Trust Co. 47,821 52,348 +4,527 +9.47%
WestEnd Advisors LLC 246,632 269,792 +23,160 +9.39%
Clear Harbor Asset Management LLC 10,472 11,437 +965 +9.22%
Bruderman Asset Management LLC 2,768 3,022 +254 +9.18%
FCA Corp TX 12,894 14,071 +1,177 +9.13%
Coastline Trust Co 21,230 23,150 +1,920 +9.04%
Twele Capital Management Inc. 86,218 94,008 +7,790 +9.04%
Squar Milner Financial Services LLC 2,735 2,982 +247 +9.03%
KG&L Capital Management LLC 13,730 14,967 +1,237 +9.01%
Raymond James & Associates 989,253 1,078,105 +88,852 +8.98%
SignalPoint Asset Management LLC 28,084 30,564 +2,480 +8.83%
Centaurus Financial Inc. 4,275 4,649 +374 +8.75%
Stephens Inc. AR 32,811 35,674 +2,863 +8.73%
Wade G W & Inc. 127,792 138,905 +11,113 +8.70%
Traynor Capital Management Inc. 39,670 43,086 +3,416 +8.61%
Global Financial Private Capital Inc 138,713 150,658 +11,945 +8.61%
Assetmark Inc. 1,098,810 1,192,706 +93,896 +8.55%
Crabel Capital Management LLC 160,038 173,568 +13,530 +8.45%
NewFocus Financial Group LLC 1,628 1,764 +136 +8.35%
Personal Capital Advisors Corp 2,012,542 2,171,551 +159,009 +7.90%
Whittier Trust Co. 8,889 9,577 +688 +7.74%
ERTS Wealth Advisors LLC 127,071 136,897 +9,826 +7.73%
Wealthfront Advisers LLC 3,125,825 3,365,168 +239,343 +7.66%
Synovus Financial Corp 267,924 288,152 +20,228 +7.55%
Cetera Advisors LLC 64,474 69,283 +4,809 +7.46%
Homrich & Berg 15,535 16,673 +1,138 +7.33%
RFG Advisory LLC 12,435 13,335 +900 +7.24%
Ellis Investment Partners LLC 1,175 1,259 +84 +7.15%
Old Port Advisors 2,021 2,165 +144 +7.13%
AdvisorNet Financial Inc 65,202 69,804 +4,602 +7.06%
Lincoln National Corp 3,974 4,250 +276 +6.95%
TCF National Bank 13,105 14,005 +900 +6.87%
Covenant Multifamily Offices LLC 2,196 2,343 +147 +6.69%
Duncker Streett & Co. Inc. 31,546 33,624 +2,078 +6.59%
Neuberger Berman Group LLC 28,083 29,930 +1,847 +6.58%
Townsend & Associates Inc 6,250 6,645 +395 +6.32%
Ausdal Financial Partners Inc. 2,160 2,294 +134 +6.20%
Forefront Analytics LLC 31,487 33,436 +1,949 +6.19%
Oppenheimer Asset Management Inc. 493 523 +30 +6.09%
US Bancorp DE 297,117 314,458 +17,341 +5.84%
Insight Wealth Strategies LLC 42,995 45,499 +2,504 +5.82%
Adviser Investments LLC 84,646 89,553 +4,907 +5.80%
City Holding Co. 5,785 6,120 +335 +5.79%
Pettyjohn Wood & White Inc. 6,059 6,409 +350 +5.78%
High Falls Advisors Inc 137,369 145,313 +7,944 +5.78%
Paradigm Financial Partners LLC 6,172 6,522 +350 +5.67%
Pinnacle Advisory Group Inc. 24,930 26,293 +1,363 +5.47%
GenTrust LLC 41,430 43,668 +2,238 +5.40%
Dakota Wealth Management 27,675 29,117 +1,442 +5.21%
Harwood Advisory Group LLC 45,505 47,871 +2,366 +5.20%
Optimum Investment Advisors 5,104 5,367 +263 +5.15%
Hudson Capital Management LLC 72,401 76,034 +3,633 +5.02%
Towercrest Capital Management 42,658 44,756 +2,098 +4.92%
Dimension Capital Management LLC 2,051 2,148 +97 +4.73%
Northwest Bancshares Inc. 118,903 124,247 +5,344 +4.49%
Laurel Wealth Advisors Inc. 5,792 6,051 +259 +4.47%
HM Payson & Co. 1,794 1,874 +80 +4.46%
Kovitz Investment Group Partners LLC 15,715 16,410 +695 +4.42%
D.A. Davidson & CO. 3,178 3,316 +138 +4.34%
Clear Creek Financial Management LLC 2,099 2,189 +90 +4.29%
Zacks Investment Management 184,790 192,502 +7,712 +4.17%
Laffer Investments 1,756 1,828 +72 +4.10%
TRUE Private Wealth Advisors 35,577 37,007 +1,430 +4.02%
Flaharty Asset Management LLC 107,924 112,213 +4,289 +3.97%
Good Life Advisors LLC 17,764 18,468 +704 +3.96%
TrinityPoint Wealth LLC 14,168 14,715 +547 +3.86%
SCS Capital Management LLC 101,242 105,001 +3,759 +3.71%
HBK Sorce Advisory LLC 38,848 40,279 +1,431 +3.68%
Cambridge Investment Research Advisors Inc. 341,231 353,648 +12,417 +3.64%
Sontag Advisory LLC 22,626 23,430 +804 +3.55%
Avalon Investment & Advisory 97,516 100,913 +3,397 +3.48%
Regal Investment Advisors LLC 111,397 115,255 +3,858 +3.46%
Windsor Capital Management LLC 24,542 25,376 +834 +3.40%
Providence Capital Advisors LLC 9,961 10,297 +336 +3.37%
JGP Wealth Management LLC 101,177 104,572 +3,395 +3.36%
Grimes & Company Inc. 577,830 597,154 +19,324 +3.34%
Boyer & Corporon Wealth Management LLC 22,297 23,034 +737 +3.31%
Barings LLC 190,761 197,038 +6,277 +3.29%
Country Trust Bank 157,453 162,569 +5,116 +3.25%
Aptus Capital Advisors LLC 415 428 +13 +3.13%
Ameritas Investment Company LLC 3,099 3,195 +96 +3.10%
ETF Portfolio Partners Inc. 12,388 12,768 +380 +3.07%
Wealthstar Advisors LLC 307,898 317,292 +9,394 +3.05%
Voya Financial Advisors Inc. 445,678 459,174 +13,496 +3.03%
RiverGlades Family Offices LLC 10,472 10,784 +312 +2.98%
The Manufacturers Life Insurance Company 1,131,012 1,161,681 +30,669 +2.71%
Citizens Financial Group Inc RI 41,196 42,218 +1,022 +2.48%
Intl Fcstone Inc. 2,921 2,993 +72 +2.46%
Prudential Financial Inc. 58,992 60,442 +1,450 +2.46%
Chesapeake Wealth Management 122,445 125,459 +3,014 +2.46%
Alley Co LLC 109,482 112,169 +2,687 +2.45%
Barber Financial Group Inc. 20,870 21,356 +486 +2.33%
Palouse Capital Management Inc. 8,290 8,481 +191 +2.30%
KC Investment Advisors LLC 2,054 2,101 +47 +2.29%
Boltwood Capital Management 2,200 2,250 +50 +2.27%
Probity Advisors Inc. 31,609 32,327 +718 +2.27%
Calton & Associates Inc. 10,264 10,487 +223 +2.17%
PFG Advisors 32,934 33,643 +709 +2.15%
Maryland Capital Management 33,620 34,321 +701 +2.09%
Mutual Advisors LLC 17,909 18,284 +375 +2.09%
Scotia Capital Inc. 170,410 173,756 +3,346 +1.96%
Venturi Wealth Management LLC 271,552 276,823 +5,271 +1.94%
Clear Investment Research LLC 582 593 +11 +1.89%
Federated Hermes Inc. 3,490 3,555 +65 +1.86%
Princeton Portfolio Strategies Group LLC 10,739 10,934 +195 +1.82%
CIBC World Markets Inc. 7,394 7,527 +133 +1.80%
Alexandria Capital LLC 77,351 78,703 +1,352 +1.75%
Whittier Trust Co. of Nevada Inc. 1,788 1,819 +31 +1.73%
SimpliFi Inc. 193,571 196,886 +3,315 +1.71%
First Trust Advisors LP 79,050 80,351 +1,301 +1.65%
Hudock Capital Group LLC 78,216 79,370 +1,154 +1.48%
STA Wealth Management LLC 1,928 1,956 +28 +1.45%
Koshinski Asset Management Inc. 4,629 4,696 +67 +1.45%
Franklin Resources Inc. 79,754 80,836 +1,082 +1.36%
Mackey Komara & Dankovich LLC 1,832 1,857 +25 +1.36%
AdvicePeriod LLC 60,306 61,114 +808 +1.34%
Huntington National Bank 254,574 257,944 +3,370 +1.32%
FMR LLC 1,691,427 1,713,756 +22,329 +1.32%
Valeo Financial Advisors LLC 5,869 5,944 +75 +1.28%
Fifth Third Bancorp 58,496 59,239 +743 +1.27%
Mechanics Bank Trust Department 157,653 159,650 +1,997 +1.27%
Institutional & Family Asset Management LLC 919 929 +10 +1.09%
Gemmer Asset Management LLC 194 196 +2 +1.03%
FCG Advisors LLC 1,839 1,857 +18 +0.98%
Friedenthal Financial 64,930 65,536 +606 +0.93%
NYL Investors LLC 163,700 165,200 +1,500 +0.92%
Colony Group LLC 5,837 5,890 +53 +0.91%
Wintrust Investments LLC 24,842 25,066 +224 +0.90%
King Wealth 26,202 26,429 +227 +0.87%
National Asset Management Inc. 19,176 19,341 +165 +0.86%
Mandatum Life Insurance Co Ltd 10,578 10,667 +89 +0.84%
Asset Management One Co. Ltd. 5,500 5,540 +40 +0.73%
Sei Investments Co. 91,898 92,557 +659 +0.72%
Jackson Grant Investment Advisers Inc. 279 281 +2 +0.72%
Neumann Capital Management LLC 8,186 8,244 +58 +0.71%
Welch & Forbes LLC 153,490 154,390 +900 +0.59%
Jag Capital Management LLC 3,567 3,587 +20 +0.56%
UBS Group AG 9,975,219 10,031,163 +55,944 +0.56%
Golub Group LLC 260,379 261,595 +1,216 +0.47%
Kayne Anderson Rudnick Investment Management LLC 1,296 1,302 +6 +0.46%
1ST Source Bank 7,296 7,327 +31 +0.42%
Baldrige Asset Management LLC 2,761 2,772 +11 +0.40%
Wrapmanager Inc. 8,666 8,696 +30 +0.35%
Cobblestone Capital Advisors LLC NY 27,493 27,562 +69 +0.25%
Wela Strategies Inc. 129,862 130,085 +223 +0.17%
Sheets Smith Wealth Management 16,303 16,326 +23 +0.14%
Vicus Capital 13,842 13,861 +19 +0.14%
North Star Investment Management Corp. 3,688 3,692 +4 +0.11%
EP Wealth Advisors LLC 6,173 6,180 +7 +0.11%
Barrett Asset Management LLC 985 986 +1 +0.10%
TCG Advisors LP 2,172 2,174 +2 +0.09%
Advisory Services Network LLC 10,280 10,286 +6 +0.06%
Evanson Asset Management LLC 1,776 1,777 +1 +0.06%
LeJeune Puetz Investment Counsel LLC 4,188 4,190 +2 +0.05%
Point View Wealth Management Inc. 3,181 3,182 +1 +0.03%
Veritable L.P. 83,808 83,809 +1 +0.00%
13F Filers Reporting New Positions In LQD
Capital One National Association 0 5,535 +5,535 +100%
Townsend Asset Management Corp NC ADV 0 2,343 +2,343 +100%
SYM FINANCIAL Corp 0 98 +98 +100%
Meeder Asset Management Inc. 0 102 +102 +100%
Fure Financial Corp 0 44,250 +44,250 +100%
Banco Bilbao Vizcaya Argentaria S.A. 0 72,214 +72,214 +100%
Manchester Financial Inc. 0 470 +470 +100%
Cliftonlarsonallen Wealth Advisors LLC 0 24,572 +24,572 +100%
Toronto Dominion Bank 0 1,266 +1,266 +100%
Girard Partners LTD. 0 2,294 +2,294 +100%
Acorn Financial Advisory Services Inc. ADV 0 7,464 +7,464 +100%
Abner Herrman & Brock LLC 0 1,997 +1,997 +100%
Elliott Management Corp 0 1,176,350 +1,176,350 +100%
Boston Financial Mangement LLC 0 1,775 +1,775 +100%
Cibc World Markets Corp 0 500,000 +500,000 +100%
Financial Advisory Corp UT ADV 0 19,830 +19,830 +100%
Advanced Asset Management Advisors Inc 0 150 +150 +100%
Paloma Partners Management Co 0 280,170 +280,170 +100%
NWI Management LP 0 80,000 +80,000 +100%
Bar Harbor Trust Services 0 2,305 +2,305 +100%
Dowling & Yahnke LLC 0 67 +67 +100%
Davidson Investment Advisors 0 2,621 +2,621 +100%
Niemann Capital Management Inc. 0 9,433 +9,433 +100%
Hollencrest Capital Management 0 2,377 +2,377 +100%
Cyrus Capital Partners L.P. 0 1,558,610 +1,558,610 +100%
Strategy Asset Managers LLC 0 4,720 +4,720 +100%
West Bancorporation Inc. 0 1,213 +1,213 +100%
Evergreen Capital Management LLC 0 1,617 +1,617 +100%
Advisors Asset Management Inc. 0 566 +566 +100%
Grandfield & Dodd LLC 0 2,091 +2,091 +100%
First National Bank of Hutchinson 0 126,157 +126,157 +100%
Equitable Holdings Inc. 0 21,805 +21,805 +100%
Founders Financial Securities LLC 0 2,889 +2,889 +100%
Bangor Savings Bank 0 2,842 +2,842 +100%
Beaumont Financial Partners LLC 0 1,878 +1,878 +100%
Brighton Jones LLC 0 2,459 +2,459 +100%
Mycio Wealth Partners LLC 0 3 +3 +100%
Arlington Partners LLC 0 56 +56 +100%
J.W. Cole Advisors Inc. 0 22,321 +22,321 +100%
MidWestOne Financial Group Inc. 0 2,226 +2,226 +100%
O Shaughnessy Asset Management LLC 0 1,035 +1,035 +100%
First City Capital Management Inc. 0 2,810 +2,810 +100%
Capital Directions Investment Advisors LLC 0 216 +216 +100%
Truepoint Inc. 0 2,840 +2,840 +100%
Ancora Advisors LLC 0 524 +524 +100%
Fosun International Ltd 0 383,532 +383,532 +100%
Two Sigma Securities LLC 0 3,831 +3,831 +100%
Ensign Peak Advisors Inc 0 35,825 +35,825 +100%
LS Investment Advisors LLC 0 140 +140 +100%
Mitsubishi UFJ Kokusai Asset Management Co. Ltd. 0 26,300 +26,300 +100%
Flow Traders U.S. LLC 0 3,147 +3,147 +100%
Harbor Investment Advisory LLC 0 410 +410 +100%
Windham Capital Management LLC 0 959,751 +959,751 +100%
Nuveen Asset Management LLC 0 8,077,161 +8,077,161 +100%
Tower Research Capital LLC TRC 0 1,022 +1,022 +100%
MKP Capital Management L.L.C. 0 35,941 +35,941 +100%
Healthcare of Ontario Pension Plan Trust Fund 0 7,321,000 +7,321,000 +100%
Picton Mahoney Asset Management 0 4,560 +4,560 +100%
United Asset Strategies Inc. 0 7,004 +7,004 +100%
Granite Investment Partners LLC 0 135 +135 +100%
Samalin Investment Counsel LLC 0 1,583 +1,583 +100%
Baystate Wealth Management LLC 0 509 +509 +100%
Column Capital Advisors LLC 0 377 +377 +100%
Stratford Consulting LLC 0 602 +602 +100%
Aft Forsyth & Sober LLC 0 101,890 +101,890 +100%
Aozora Bank LTD. 0 2,050,000 +2,050,000 +100%
Perigon Wealth Management LLC 0 1,586 +1,586 +100%
Naples Global Advisors LLC 0 2,054 +2,054 +100%
Polaris Greystone Financial Group LLC 0 31,749 +31,749 +100%
Peddock Capital Advisors LLC 0 505 +505 +100%
Anfield Capital Management LLC 0 143 +143 +100%
Fragasso Group Inc. 0 2,533 +2,533 +100%
Tradewinds Capital Management LLC 0 40 +40 +100%
Raab & Moskowitz Asset Management LLC 0 130 +130 +100%
Bayesian Capital Management LP 0 11,594 +11,594 +100%
Lakeview Capital Partners LLC 0 470 +470 +100%
Diversified Portfolios Inc. 0 1,891 +1,891 +100%
Blue Sky Asset Management LLC 0 4,106 +4,106 +100%
Quadrant Capital Group LLC 0 31 +31 +100%
Integrated Advisors Network LLC 0 33,141 +33,141 +100%
Freestate Advisors LLC 0 33,644 +33,644 +100%
Capital Insight Partners LLC 0 73,501 +73,501 +100%
Sugarloaf Wealth Management LLC 0 928 +928 +100%
Capital Asset Advisory Services LLC 0 1,932 +1,932 +100%
Canal Capital Management LLC 0 10,342 +10,342 +100%
Kalos Management Inc. 0 4,420 +4,420 +100%
Independence Advisors LLC 0 551 +551 +100%
Copperwynd Financial LLC 0 13,418 +13,418 +100%
DZ BANK AG Deutsche Zentral Genossenschafts Bank Frankfurt am Main 0 30,000,000 +30,000,000 +100%
Independent Advisor Alliance 0 83,681 +83,681 +100%
Abbrea Capital LLC 0 1,590 +1,590 +100%
TFO TDC LLC 0 3,443 +3,443 +100%
Brickley Wealth Management 0 1,798 +1,798 +100%
AlphaCore Capital LLC 0 1,364 +1,364 +100%
Mountain Capital Investment Advisors Inc 0 8,756 +8,756 +100%
Verdence Capital Advisors LLC 0 1,661 +1,661 +100%
Legacy Wealth Partners Inc. 0 20,502 +20,502 +100%
Rainey & Randall Investment Management Inc. 0 7,844 +7,844 +100%
Keystone Financial Group 0 1,578 +1,578 +100%
Foresight Wealth Management LLC 0 1,962 +1,962 +100%
Qube Research & Technologies Ltd 0 262,583 +262,583 +100%
Crewe Advisors LLC 0 116 +116 +100%
Carmichael Hill & Associates Inc. 0 905 +905 +100%
Newport Wealth Strategies Inc. 0 4,139 +4,139 +100%
ExodusPoint Capital Management LP 0 5,003 +5,003 +100%
Stewardship Financial Advisors LLC 0 246 +246 +100%
Braun Bostich & Associates Inc. 0 654 +654 +100%
Professional Planning 0 13,068 +13,068 +100%
Independent Family Office LLC 0 21,595 +21,595 +100%
Evolution Wealth Advisors LLC 0 938 +938 +100%
EWG Elevate Inc. 0 1,629 +1,629 +100%
Allred Capital Management LLC 0 713 +713 +100%
Truefg LLC 0 1,962 +1,962 +100%
Cary Street Partner Investment Advisory LLC 0 6,073 +6,073 +100%
Lake Point Wealth Management 0 101 +101 +100%
Foster Victor Wealth Advisors LLC 0 2,072 +2,072 +100%
Core Wealth Advisors Inc. 0 529 +529 +100%
Transcend Wealth Collective LLC 0 22,781 +22,781 +100%
Retirement Network 0 454 +454 +100%
Meridian Wealth Partners LLC 0 416 +416 +100%
NexWave Capital Partners LLC 0 66,800 +66,800 +100%
Carolina Wealth Advisors LLC 0 350 +350 +100%
Arkfeld Wealth Strategies L.L.C. 0 2,855 +2,855 +100%
Savior LLC 0 2,568 +2,568 +100%
Venture Visionary Partners LLC 0 4,307 +4,307 +100%
Maxim Capital Management LLC 0 2,790 +2,790 +100%
Washburn Capital Management Inc. 0 14,139 +14,139 +100%
UMA Financial Services Inc. 0 1,894 +1,894 +100%
Watson Rebecca 0 11,149 +11,149 +100%
CBIZ Investment Advisory Services LLC 0 3,245 +3,245 +100%
Americana Partners LLC 0 6,182 +6,182 +100%
Professional Financial Advisors LLC 0 6,101 +6,101 +100%
Silicon Hills Wealth Management LLC 0 2 +2 +100%
HawsGoodwin Investment Management LLC 0 5,675 +5,675 +100%
Corbett Road Capital Management LLC 0 28,673 +28,673 +100%
Pacifica Partners Inc. 0 10,644 +10,644 +100%
Firestone Capital Management 0 773 +773 +100%
Atticus Wealth Management LLC 0 3,740 +3,740 +100%
Atlas Private Wealth Management 0 145 +145 +100%
Investors Financial Group LLC 0 1,681 +1,681 +100%
Laidlaw Wealth Management LLC 0 5,697 +5,697 +100%
Arkadios Wealth Advisors 0 219 +219 +100%
S.A. Mason LLC 0 150 +150 +100%
Spreng Capital Management Inc. 0 7,541 +7,541 +100%
Meadow Creek Wealth Advisors LLC 0 4,683 +4,683 +100%
Great Diamond Partners LLC 0 150 +150 +100%
Single Point Partners LLC 0 12,320 +12,320 +100%
LWS Wealth Advisors Inc. 0 233 +233 +100%
Argent Wealth Management LLC 0 43,345 +43,345 +100%
Minot Wealth Management LLC 0 11,615 +11,615 +100%
Steel Peak Wealth Management LLC 0 21,634 +21,634 +100%
Aurora Private Wealth Inc. 0 4,181 +4,181 +100%
Powell Investment Advisors LLC 0 165 +165 +100%
Copperleaf Capital LLC 0 18,401 +18,401 +100%
Nationwide Asset Management LLC 0 8,970 +8,970 +100%
TI Trust Inc. 0 624 +624 +100%
Lloyd Advisory Services LLC. 0 22 +22 +100%
Hohimer Wealth Management LLC 0 6,810 +6,810 +100%
Emerald Advisors LLC 0 12,999 +12,999 +100%
Orion Portfolio Solutions LLC 0 1,760 +1,760 +100%
McNaughton Wealth Management LLC 0 22,579 +22,579 +100%
Alhambra Investment Partners LLC 0 2,890 +2,890 +100%
Element Wealth LLC 0 1,190 +1,190 +100%
Harrell Investment Partners LLC 0 53,550 +53,550 +100%
Visionary Wealth Advisors 0 33,196 +33,196 +100%
Mine & Arao Wealth Creation & Management LLC. 0 6 +6 +100%
NWK Group Inc. 0 608 +608 +100%
EPG Wealth Management LLC 0 469 +469 +100%
Moser Wealth Advisors LLC 0 1,680 +1,680 +100%
Capital Advisory Group Advisory Services LLC 0 72 +72 +100%
Capital Wealth Alliance LLC 0 6 +6 +100%
Regent Peak Wealth Advisors LLC 0 5,263 +5,263 +100%
Ballast Advisors LLC 0 1,237 +1,237 +100%
Archer Investment Corp 0 5,776 +5,776 +100%
FSA Wealth Management LLC 0 230 +230 +100%
13F Filers With Unchanged Share Count
Fiduciary Trust Co. 4,940 4,940 UNCH 0.00%
CENTRAL TRUST Co 1,269 1,269 UNCH 0.00%
Vanguard Group Inc. 382,500 382,500 UNCH 0.00%
Protective Life Corp 115,805 115,805 UNCH 0.00%
Summit Financial Group Inc. 2,135 2,135 UNCH 0.00%
Rowland Carmichael Advisors Inc. ADV 90 90 UNCH 0.00%
Klingenstein Fields & Co. LLC 8,830 8,830 UNCH 0.00%
Angelo Gordon & CO. L.P. 32,160 32,160 UNCH 0.00%
Toth Financial Advisory Corp 164 164 UNCH 0.00%
Panagora Asset Management Inc. 2,302,132 2,302,132 UNCH 0.00%
Salem Investment Counselors Inc. 331 331 UNCH 0.00%
BRYN MAWR TRUST Co 4,928 4,928 UNCH 0.00%
OLD Second National Bank of Aurora 420 420 UNCH 0.00%
Weatherly Asset Management L. P. 1,961 1,961 UNCH 0.00%
New England Asset Management Inc. 25,000 25,000 UNCH 0.00%
Prio Wealth Limited Partnership 4,014 4,014 UNCH 0.00%
Clifford Swan Investment Counsel LLC 2,545 2,545 UNCH 0.00%
M&R Capital Management Inc. 50 50 UNCH 0.00%
Mcmillion Capital Management Inc. 45 45 UNCH 0.00%
Schroder Investment Management Group 8,995 8,995 UNCH 0.00%
Pictet & Cie Europe SA 1,912 1,912 UNCH 0.00%
Wedgewood Investors Inc. PA 2,750 2,750 UNCH 0.00%
First Interstate Bank 2,650 2,650 UNCH 0.00%
White Pine Capital LLC 21,343 21,343 UNCH 0.00%
FBL Investment Management Services Inc. IA 81,800 81,800 UNCH 0.00%
Lazard Asset Management LLC 11,971 11,971 UNCH 0.00%
Farmers & Merchants Investments Inc. 55 55 UNCH 0.00%
Bernzott Capital Advisors 1,960 1,960 UNCH 0.00%
Alesco Advisors LLC 5,300 5,300 UNCH 0.00%
Cibc Bank USA 3,900 3,900 UNCH 0.00%
Quantum Capital Management 320 320 UNCH 0.00%
NTV Asset Management LLC 6,675 6,675 UNCH 0.00%
Dumont & Blake Investment Advisors LLC 3,455 3,455 UNCH 0.00%
Context Capital Management LLC 6,400 6,400 UNCH 0.00%
Ledyard National Bank 2,964 2,964 UNCH 0.00%
Ironwood Investment Counsel LLC 2,005 2,005 UNCH 0.00%
IMS Capital Management 3,800 3,800 UNCH 0.00%
Clearbridge Investments LLC 13,056 13,056 UNCH 0.00%
Coho Partners Ltd. 3,225 3,225 UNCH 0.00%
Grantham Mayo Van Otterloo & Co. LLC 758,862 758,862 UNCH 0.00%
Hillsdale Investment Management Inc. 2,100 2,100 UNCH 0.00%
Aull & Monroe Investment Management Corp 3,583 3,583 UNCH 0.00%
Kings Point Capital Management 271 271 UNCH 0.00%
Financial Architects Inc 416 416 UNCH 0.00%
Capital Investment Counsel Inc 100 100 UNCH 0.00%
Benjamin Edwards Inc. 58 58 UNCH 0.00%
Mitsubishi UFJ Trust & Banking Corp 4,039,235 4,039,235 UNCH 0.00%
Granite Investment Advisors LLC 3,025 3,025 UNCH 0.00%
Psagot Investment House Ltd. 256 256 UNCH 0.00%
Moller Financial Services 3,035 3,035 UNCH 0.00%
TD Capital Management LLC 337 337 UNCH 0.00%
American Research & Management Co. 12,410 12,410 UNCH 0.00%
Mizuho Trust & Banking Co. Ltd. 110,000 110,000 UNCH 0.00%
BTS Asset Management Inc. 511 511 UNCH 0.00%
Hilton Capital Management LLC 2,301 2,301 UNCH 0.00%
National Mutual Insurance Federation of Agricultural Cooperatives 3,778,400 3,778,400 UNCH 0.00%
NewSquare Capital LLC 18 18 UNCH 0.00%
Symetra Life Insurance co 4,000 4,000 UNCH 0.00%
Investment House LLC 5,010 5,010 UNCH 0.00%
Edge Wealth Management LLC 3,350 3,350 UNCH 0.00%
Stearns Financial Services Group 17 17 UNCH 0.00%
Winfield Associates Inc. 2,200 2,200 UNCH 0.00%
Blackhawk Capital Partners LLC. 8,587 8,587 UNCH 0.00%
Focused Wealth Management Inc 20 20 UNCH 0.00%
Blume Capital Management Inc. 1,000 1,000 UNCH 0.00%
FTB Advisors Inc. 1,547 1,547 UNCH 0.00%
Oakworth Capital Inc. 292 292 UNCH 0.00%
Retirement Systems of Alabama 20 20 UNCH 0.00%
Cordasco Financial Network 8 8 UNCH 0.00%
Joel Isaacson & Co. LLC 2,057 2,057 UNCH 0.00%
Sullivan Bruyette Speros & Blaney LLC 1,992 1,992 UNCH 0.00%
Accurate Investment Solutions Inc. 22 22 UNCH 0.00%
Burt Wealth Advisors 165 165 UNCH 0.00%
Community Bank N.A. 1,746 1,746 UNCH 0.00%
Trust Co 665 665 UNCH 0.00%
Financial Enhancement Group LLC 1,227 1,227 UNCH 0.00%
Moisand Fitzgerald Tamayo LLC 1 1 UNCH 0.00%
Stuart Chaussee & Associates Inc. 248 248 UNCH 0.00%
V Wealth Advisors LLC 2,168 2,168 UNCH 0.00%
Investment Counsel Inc. 3,403 3,403 UNCH 0.00%
McMahon Financial Advisors LLC 2,729 2,729 UNCH 0.00%
Jentner Corp 2,500 2,500 UNCH 0.00%
Omnia Family Wealth LLC 2,053 2,053 UNCH 0.00%
Kohmann Bosshard Financial Services LLC 5,057 5,057 UNCH 0.00%
Farmers & Merchants Trust Co of Chambersburg PA 150 150 UNCH 0.00%
Doyle Wealth Management 1,984 1,984 UNCH 0.00%
Pacific Center for Financial Services 265 265 UNCH 0.00%
Varma Mutual Pension Insurance Co 3,471,840 3,471,840 UNCH 0.00%
Wall Capital Group Inc. 2,267 2,267 UNCH 0.00%
Sterling Investment Advisors Ltd. 828 828 UNCH 0.00%
Pinnacle Bank 954 954 UNCH 0.00%
Founders Capital Management 55 55 UNCH 0.00%
Truewealth LLC 4,265 4,265 UNCH 0.00%
UBP Investment Advisors SA 4,700 4,700 UNCH 0.00%
Front Row Advisors LLC 3,163 3,163 UNCH 0.00%
Global Trust Asset Management LLC 2,000 2,000 UNCH 0.00%
Clarus Wealth Advisors 1,685 1,685 UNCH 0.00%
Bedel Financial Consulting Inc. 85 85 UNCH 0.00%
MayTech Global Investments LLC 1,100 1,100 UNCH 0.00%
CNB Bank 350 350 UNCH 0.00%
Elo Mutual Pension Insurance Co 850,000 850,000 UNCH 0.00%
Pflug Koory LLC 164 164 UNCH 0.00%
Gables Capital Management Inc. 1,044 1,044 UNCH 0.00%
Sagil Capital LLP 117,800 117,800 UNCH 0.00%
Selective Wealth Management Inc. 153 153 UNCH 0.00%
Kore Private Wealth LLC 3,089 3,089 UNCH 0.00%
Coastal Capital Group Inc. 452 452 UNCH 0.00%
CRA Financial Services LLC 1,800 1,800 UNCH 0.00%
Personal Wealth Partners 200 200 UNCH 0.00%
Jackson Hole Capital Partners LLC 2,157 2,157 UNCH 0.00%
VeraBank N.A. 4,625 4,625 UNCH 0.00%
Inscription Capital LLC 3,424 3,424 UNCH 0.00%
Enterprise Trust & Investment Co 705 705 UNCH 0.00%
Weaver Consulting Group 29 29 UNCH 0.00%
Tranquility Partners LLC 1,946 1,946 UNCH 0.00%
Pacitti Group Inc. 1,626 1,626 UNCH 0.00%
13F Filers Decreasing LQD Share Count
Parallax Volatility Advisers L.P. 238,448 2 -238,446 -100.00%
Private Ocean LLC 68 3 -65 -95.59%
Credit Suisse AG 1,522,040 94,845 -1,427,195 -93.77%
Prudential PLC 1,131,832 72,962 -1,058,870 -93.55%
Guggenheim Capital LLC 787,581 73,360 -714,221 -90.69%
SG Americas Securities LLC 2,368,069 269,958 -2,098,111 -88.60%
Pactiv General Employee Benefit Trust 455,891 76,000 -379,891 -83.33%
Midwest Professional Planners LTD. 27,349 4,578 -22,771 -83.26%
Private Capital Group LLC 1,924 326 -1,598 -83.06%
Jane Street Group LLC 2,540,292 439,731 -2,100,561 -82.69%
Aspire Private Capital LLC 882 160 -722 -81.86%
Park Avenue Securities LLC 194,497 35,414 -159,083 -81.79%
Moloney Securities Asset Management LLC 14,688 2,916 -11,772 -80.15%
Janus Henderson Group PLC 22,429 4,601 -17,828 -79.49%
Day & Ennis LLC 13,187 2,882 -10,305 -78.15%
Concorde Asset Management LLC 14,794 3,404 -11,390 -76.99%
Wolverine Trading LLC 6,632 1,616 -5,016 -75.63%
Susquehanna International Group Ltd. 123,733 32,363 -91,370 -73.84%
First Command Advisory Services Inc. 13 4 -9 -69.23%
GeoWealth Management LLC 6,660 2,059 -4,601 -69.08%
BNP Paribas Arbitrage SA 1,182,248 374,879 -807,369 -68.29%
OLD Mission Capital LLC 78,899 26,337 -52,562 -66.62%
Comerica Securities Inc. 17,452 5,835 -11,617 -66.57%
Susquehanna International Group LLP 392,428 132,653 -259,775 -66.20%
Fieldpoint Private Securities LLC 2,900 995 -1,905 -65.69%
Ambassador Advisors LLC 2,024 700 -1,324 -65.42%
GWM Advisors LLC 36,231 13,936 -22,295 -61.54%
Vontobel Swiss Wealth Advisors AG 16,806 6,556 -10,250 -60.99%
Bay Harbor Wealth Management LLC 5,497 2,218 -3,279 -59.65%
ETRADE Capital Management LLC 36,454 15,130 -21,324 -58.50%
IndexIQ Advisors LLC 527,965 234,497 -293,468 -55.58%
Aviance Capital Partners LLC 13,231 5,962 -7,269 -54.94%
Squarepoint Ops LLC 173,357 79,675 -93,682 -54.04%
Cypress Wealth Services LLC 10,682 4,924 -5,758 -53.90%
Eastern Bank 4,989 2,371 -2,618 -52.48%
Johnson Financial Group Inc. 90 43 -47 -52.22%
White Lighthouse Investment Management Inc. 9,674 4,633 -5,041 -52.11%
Marshall Wace LLP 457,720 220,577 -237,143 -51.81%
Allianz Asset Management GmbH 917,017 451,649 -465,368 -50.75%
Clearwater Capital Advisors LLC 16,771 8,334 -8,437 -50.31%
Prelude Capital Management LLC 178,186 90,641 -87,545 -49.13%
Millennium Management LLC 427,581 219,358 -208,223 -48.70%
Bank of Montreal Can 1,416,768 727,192 -689,576 -48.67%
Capital Analysts LLC 126 66 -60 -47.62%
Edmonds Duncan Registered Investment Advisors LLC 3,093 1,648 -1,445 -46.72%
Mirae Asset Global Investments Co. Ltd. 307,211 165,459 -141,752 -46.14%
Virtue Capital Management LLC 22,297 12,178 -10,119 -45.38%
Viewpoint Investment Partners Corp 94,970 52,635 -42,335 -44.58%
Canada Pension Plan Investment Board 5,448,300 3,058,300 -2,390,000 -43.87%
Wellington Management Group LLP 5,300 3,000 -2,300 -43.40%
Retirement Planning Group 288,200 163,949 -124,251 -43.11%
Estate Counselors LLC 132,520 75,700 -56,820 -42.88%
Victory Capital Management Inc. 2,479,630 1,435,720 -1,043,910 -42.10%
Envestnet Asset Management Inc. 3,018,862 1,764,832 -1,254,030 -41.54%
SRS Capital Advisors Inc. 3,120 1,860 -1,260 -40.38%
Actinver Wealth Management Inc. 20,267 12,173 -8,094 -39.94%
Almanack Investment Partners LLC. 14,575 8,766 -5,809 -39.86%
Itau Unibanco Holding S.A. 254,313 153,012 -101,301 -39.83%
Advisors Preferred LLC 92,757 55,986 -36,771 -39.64%
Natixis 5,860 3,550 -2,310 -39.42%
Ameriprise Financial Inc. 9,045,215 5,527,126 -3,518,089 -38.89%
Wells Fargo & Company MN 6,381,841 3,974,412 -2,407,429 -37.72%
Vestmark Advisory Solutions Inc. 18,463 11,551 -6,912 -37.44%
Liberty Wealth Management LLC 6,217 3,917 -2,300 -37.00%
Emerald Investment Partners LLC 5,713 3,611 -2,102 -36.79%
Captrust Financial Advisors 60,006 38,661 -21,345 -35.57%
FinTrust Capital Advisors LLC 8,722 5,652 -3,070 -35.20%
Private Portfolio Partners LLC 8,354 5,460 -2,894 -34.64%
Advisor Group Inc. 428,292 281,298 -146,994 -34.32%
MML Investors Services LLC 166,946 111,031 -55,915 -33.49%
Global Retirement Partners LLC 10,398 6,919 -3,479 -33.46%
Honkamp Krueger Financial Services Inc. 13,592 9,066 -4,526 -33.30%
UBS Asset Management Americas Inc. 335,362 224,304 -111,058 -33.12%
Newfound Research LLC 14,729 9,872 -4,857 -32.98%
Allianz Investment Management LLC 8,684,604 5,834,604 -2,850,000 -32.82%
AGF Investments LLC 202 137 -65 -32.18%
Barclays PLC 4,199,499 2,851,305 -1,348,194 -32.10%
Pittenger & Anderson Inc. 1,000 685 -315 -31.50%
FIL Ltd 3,413 2,385 -1,028 -30.12%
Lenox Wealth Management Inc. 877 614 -263 -29.99%
Patriot Financial Group Insurance Agency LLC 1,483 1,042 -441 -29.74%
Kepos Capital LP 626,100 446,200 -179,900 -28.73%
Occidental Asset Management LLC 3,486 2,494 -992 -28.46%
Bluefin Trading LLC 55,527 40,592 -14,935 -26.90%
Fortis Advisors LLC 19,184 14,068 -5,116 -26.67%
First National Bank of South Miami 11,787 8,788 -2,999 -25.44%
Citigroup Inc. 2,873,359 2,144,794 -728,565 -25.36%
Brookstone Capital Management 104,156 78,268 -25,888 -24.86%
American International Group Inc. 142,400 107,400 -35,000 -24.58%
Ballast Inc. 5,725 4,321 -1,404 -24.52%
Stratos Wealth Partners LTD. 44,351 33,675 -10,676 -24.07%
Foundations Investment Advisors LLC 500,220 388,301 -111,919 -22.37%
Arete Wealth Advisors LLC 9,966 7,748 -2,218 -22.26%
Canton Hathaway LLC 450 350 -100 -22.22%
Cutler Group LP 4,500 3,500 -1,000 -22.22%
Cabana LLC 552,171 429,794 -122,377 -22.16%
Titus Wealth Management 5,669 4,421 -1,248 -22.01%
Evercore Wealth Management LLC 8,194 6,431 -1,763 -21.52%
Whitebox Advisors LLC 198,256 156,189 -42,067 -21.22%
San Francisco Sentry Investment Group CA 2,862 2,262 -600 -20.96%
Bank of New York Mellon Corp 61,866 49,087 -12,779 -20.66%
Strategic Wealth Advisors Group LLC 18,014 14,368 -3,646 -20.24%
Impax Asset Management Group plc 102,450 82,450 -20,000 -19.52%
Leicht Financial Planning & Wealth Management Inc. 20,473 16,488 -3,985 -19.46%
Dfpg Investments LLC 2,569 2,075 -494 -19.23%
Seizert Capital Partners LLC 10,966 8,896 -2,070 -18.88%
Tsfg LLC 3,313 2,715 -598 -18.05%
James Investment Research Inc. 68,482 56,968 -11,514 -16.81%
Wildcat Capital Management LLC 73,666 61,428 -12,238 -16.61%
Winslow Evans & Crocker Inc. 288 242 -46 -15.97%
Global Wealth Management Investment Advisory Inc. 107 90 -17 -15.89%
New Capital Management LP 1,798 1,513 -285 -15.85%
Epstein & White Financial LLC 3,396 2,862 -534 -15.72%
Marquette Asset Management LLC 2,193 1,857 -336 -15.32%
Banque Pictet & Cie SA 10,017 8,517 -1,500 -14.97%
EFG Asset Management Americas Corp. 10,610 9,049 -1,561 -14.71%
B. Riley Wealth Management Inc. 9,133 7,797 -1,336 -14.63%
HighTower Advisors LLC 102,103 87,259 -14,844 -14.54%
Royal Bank of Canada 1,595,262 1,365,438 -229,824 -14.41%
Sheaff Brock Investment Advisors LLC 3,326 2,857 -469 -14.10%
Hilltop Holdings Inc. 174,644 150,458 -24,186 -13.85%
Cornerstone Wealth Management LLC 9,715 8,380 -1,335 -13.74%
LPL Financial LLC 1,542,921 1,331,165 -211,756 -13.72%
Interactive Financial Advisors 145,628 126,296 -19,332 -13.27%
Ladenburg Thalmann Financial Services Inc. 381,982 332,946 -49,036 -12.84%
DAVENPORT & Co LLC 6,090 5,310 -780 -12.81%
Sandy Spring Bank 344 300 -44 -12.79%
IFG Advisory LLC 3,143 2,746 -397 -12.63%
Wealthsource Partners LLC 87,835 76,854 -10,981 -12.50%
First Financial Bank Trust Division 7,991 7,038 -953 -11.93%
Stonebridge Capital Advisors LLC 1,075 950 -125 -11.63%
Hancock Whitney Corp 14,235 12,585 -1,650 -11.59%
IHT Wealth Management LLC 28,918 25,576 -3,342 -11.56%
Arrow Investment Advisors LLC 19,239 17,018 -2,221 -11.54%
Palisade Asset Management LLC 2,323 2,066 -257 -11.06%
StrategIQ Financial Group LLC 2,979 2,655 -324 -10.88%
Riggs Asset Managment Co. Inc. 3,260 2,910 -350 -10.74%
Nelson Van Denburg & Campbell Wealth Management Group LLC 92,943 83,002 -9,941 -10.70%
Parametric Portfolio Associates LLC 2,279 2,038 -241 -10.57%
Stonehage Fleming Financial Services Holdings Ltd 19,775 17,735 -2,040 -10.32%
Great Valley Advisor Group Inc. 8,761 7,864 -897 -10.24%
RPg Family Wealth Advisory LLC 4,699 4,220 -479 -10.19%
United Capital Financial Advisers LLC 543,016 488,068 -54,948 -10.12%
Comerica Bank 32,717 29,482 -3,235 -9.89%
Piershale Financial Group Inc. 7,300 6,579 -721 -9.88%
Jaffetilchin Investment Partners LLC 31,176 28,186 -2,990 -9.59%
BCJ Capital Management LLC 397,500 360,937 -36,563 -9.20%
IFP Advisors Inc 76,538 69,498 -7,040 -9.20%
Carroll Financial Associates Inc. 2,908 2,655 -253 -8.70%
SeaCrest Wealth Management LLC 19,526 17,861 -1,665 -8.53%
LifePlan Financial Group Inc 58,499 53,651 -4,848 -8.29%
Level Four Advisory Services LLC 15,956 14,650 -1,306 -8.19%
First Allied Advisory Services Inc. 114,465 105,210 -9,255 -8.09%
Parallel Advisors LLC 397 365 -32 -8.06%
William Blair Investment Management LLC 395,980 364,080 -31,900 -8.06%
Partnervest Advisory Services LLC 11,404 10,492 -912 -8.00%
9258 Wealth Management LLC 3,584 3,298 -286 -7.98%
Bernardo Wealth Planning LLC 2,516 2,317 -199 -7.91%
Mid Atlantic Financial Management Inc. ADV 37,745 34,814 -2,931 -7.77%
Carnegie Capital Asset Management LLC 1,831 1,689 -142 -7.76%
Northwestern Mutual Wealth Management Co. 437,493 403,827 -33,666 -7.70%
Trilogy Capital Inc. 55,180 50,960 -4,220 -7.65%
Gladstone Institutional Advisory LLC 5,420 5,009 -411 -7.58%
Cedar Brook Financial Partners LLC 5,269 4,872 -397 -7.53%
Raymond James Trust N.A. 20,279 18,773 -1,506 -7.43%
Norway Savings Bank 30,172 27,996 -2,176 -7.21%
MA Private Wealth 86,418 80,481 -5,937 -6.87%
Oarsman Capital Inc. 8,305 7,740 -565 -6.80%
Newman Dignan & Sheerar Inc. 2,795 2,605 -190 -6.80%
Dai Ichi Life Insurance Company Ltd 2,102,120 1,959,540 -142,580 -6.78%
Colton Groome Financial Advisors LLC 8,361 7,796 -565 -6.76%
Joseph P. Lucia & Associates LLC 1,937 1,806 -131 -6.76%
Northern Oak Wealth Management Inc. 32,824 30,667 -2,157 -6.57%
Beirne Wealth Consulting Services LLC 2,403 2,246 -157 -6.53%
BlackRock Inc. 8,558,875 8,019,993 -538,882 -6.30%
Trustcore Financial Services LLC 96 90 -6 -6.25%
Verity Asset Management Inc. 6,285 5,894 -391 -6.22%
Private Advisor Group LLC 129,113 121,271 -7,842 -6.07%
Total Investment Management Inc. 38,704 36,401 -2,303 -5.95%
AE Wealth Management LLC 48,765 45,939 -2,826 -5.80%
Fiera Capital Corp 5,902 5,560 -342 -5.79%
Todd Asset Management LLC 1,830 1,724 -106 -5.79%
CWA Asset Management Group LLC 3,360 3,169 -191 -5.68%
JCIC Asset Management Inc. 3,120 2,945 -175 -5.61%
Patriot Investment Management Inc. 18,945 17,895 -1,050 -5.54%
Dynamic Advisor Solutions LLC 8,407 7,950 -457 -5.44%
ARGI Investment Services LLC 145,010 137,338 -7,672 -5.29%
Covington Capital Management 1,724 1,634 -90 -5.22%
Smith Salley & Associates 4,568 4,336 -232 -5.08%
Laurel Wealth Advisors LLC 11,277 10,742 -535 -4.74%
Cetera Advisor Networks LLC 44,196 42,108 -2,088 -4.72%
Thrivent Financial for Lutherans 246,382 234,839 -11,543 -4.69%
Eaton Vance Management 15,363 14,647 -716 -4.66%
Bank of America Corp DE 32,272,548 30,789,396 -1,483,152 -4.60%
Eqis Capital Management Inc. 126,996 121,330 -5,666 -4.46%
BDO Wealth Advisors LLC 20,664 19,749 -915 -4.43%
Sarasin & Partners LLP 19,292 18,437 -855 -4.43%
Eukles Asset Management 10,002 9,564 -438 -4.38%
Iberiabank Corp 8,165 7,813 -352 -4.31%
Moors & Cabot Inc. 2,285 2,193 -92 -4.03%
Financial Advocates Investment Management 35,052 33,643 -1,409 -4.02%
Texas Yale Capital Corp. 4,975 4,775 -200 -4.02%
Creative Financial Designs Inc. ADV 1,015 975 -40 -3.94%
Janney Montgomery Scott LLC 856,580 823,946 -32,634 -3.81%
Cambria Investment Management L.P. 61,193 58,877 -2,316 -3.78%
Capital Financial Planning LLC 74,277 71,509 -2,768 -3.73%
New Potomac Partners LLC 680 655 -25 -3.68%
We Are One Seven LLC 2,612 2,517 -95 -3.64%
Legacy Advisors LLC 2,180 2,104 -76 -3.49%
Csenge Advisory Group 6,779 6,543 -236 -3.48%
Trustmark National Bank Trust Department 28,798 27,797 -1,001 -3.48%
Pinkerton Retirement Specialists LLC 11,704 11,298 -406 -3.47%
Cambridge Advisors Inc. 15,405 14,872 -533 -3.46%
FormulaFolio Investments LLC 798,272 770,683 -27,589 -3.46%
Fundamentun LLC 10,508 10,146 -362 -3.44%
Rampart Investment Management Company LLC 23,831 23,030 -801 -3.36%
AlphaStar Capital Management LLC 3,167 3,063 -104 -3.28%
Western Wealth Management LLC 10,488 10,148 -340 -3.24%
Greatmark Investment Partners Inc. 8,695 8,415 -280 -3.22%
Nwam LLC 6,204 6,020 -184 -2.97%
Migdal Insurance & Financial Holdings Ltd. 2,905 2,820 -85 -2.93%
Fort Pitt Capital Group LLC 5,261 5,111 -150 -2.85%
Ballew Advisors Inc 4,271 4,151 -120 -2.81%
Keybank National Association OH 597,988 581,200 -16,788 -2.81%
Private Wealth Group LLC 15,301 14,911 -390 -2.55%
Narwhal Capital Management 1,961 1,911 -50 -2.55%
Fisher Asset Management LLC 15,569,223 15,171,923 -397,300 -2.55%
Commonwealth Equity Services LLC 270,531 263,644 -6,887 -2.55%
Adams Asset Advisors LLC 8,012 7,820 -192 -2.40%
First American Trust FSB 104,361 101,855 -2,506 -2.40%
Charles Schwab Investment Advisory Inc. 498,196 487,168 -11,028 -2.21%
Ashfield Capital Partners LLC 15,600 15,262 -338 -2.17%
Wilbanks Smith & Thomas Asset Management LLC 5,153 5,043 -110 -2.13%
PNC Financial Services Group Inc. 2,291,741 2,243,902 -47,839 -2.09%
Mutual of Omaha Bank Wealth Management 3,810 3,735 -75 -1.97%
Kingfisher Capital LLC 14,132 13,858 -274 -1.94%
Cpwm LLC 26,687 26,175 -512 -1.92%
Cypress Capital Group 31,009 30,434 -575 -1.85%
Atria Investments LLC 475,807 467,244 -8,563 -1.80%
Quattro Financial Advisors LLC 34,777 34,154 -623 -1.79%
Omega Financial Group LLC 27,721 27,227 -494 -1.78%
VisionPoint Advisory Group LLC 3,504 3,442 -62 -1.77%
Steward Partners Investment Advisory LLC 46,793 45,968 -825 -1.76%
Aveo Capital Partners LLC 12,915 12,691 -224 -1.73%
Webster Bank N. A. 5,165 5,080 -85 -1.65%
Ameritas Investment Partners Inc. 625 615 -10 -1.60%
Mercer Global Advisors Inc. ADV 2,930 2,883 -47 -1.60%
Alliance Wealth Management Group 5,968 5,876 -92 -1.54%
Raymond James Financial Services Advisors Inc. 326,666 321,773 -4,893 -1.50%
Leuthold Group LLC 28,203 27,801 -402 -1.43%
Citadel Advisors LLC 932,655 919,613 -13,042 -1.40%
Innealta Capital LLC 2,738 2,700 -38 -1.39%
UMB Bank N A MO 27,450 27,094 -356 -1.30%
Segall Bryant & Hamill LLC 7,945 7,845 -100 -1.26%
Regal Wealth Group Inc. 75,739 74,807 -932 -1.23%
Flagship Harbor Advisors LLC 3,471 3,429 -42 -1.21%
E&G Advisors LP 49,629 49,039 -590 -1.19%
Certified Advisory Corp 13,444 13,292 -152 -1.13%
Resources Investment Advisors LLC. 4,590 4,542 -48 -1.05%
Bank of The West 27,326 27,046 -280 -1.02%
Gradient Capital Advisors LLC 6,503 6,437 -66 -1.01%
Brouwer & Janachowski LLC 2,237 2,215 -22 -0.98%
Condor Capital Management 38,806 38,433 -373 -0.96%
Financial Engines Advisors L.L.C. 8,395,692 8,319,583 -76,109 -0.91%
Country Club Trust Company n.a. 13,342 13,220 -122 -0.91%
KMG Fiduciary Partners LLC 76,437 75,747 -690 -0.90%
Ifrah Financial Services Inc. 64,707 64,146 -561 -0.87%
Enterprise Financial Services Corp 2,158 2,142 -16 -0.74%
Tiemann Investment Advisors LLC 10,277 10,202 -75 -0.73%
Parsons Capital Management Inc. RI 6,878 6,828 -50 -0.73%
Lutz Financial Services LLC 6,159 6,115 -44 -0.71%
Pictet Asset Management Ltd. 245,910 244,260 -1,650 -0.67%
Fulton Breakefield Broenniman LLC 152,508 151,539 -969 -0.64%
BOKF NA 35,426 35,214 -212 -0.60%
Fort Washington Investment Advisors Inc. OH 224,283 223,176 -1,107 -0.49%
Signet Financial Management LLC 1,618 1,612 -6 -0.37%
Aft Forsyth & Company Inc. 8,104 8,074 -30 -0.37%
Capital Investment Advisors LLC 55,618 55,421 -197 -0.35%
Sunesis Advisors LLC 41,150 41,030 -120 -0.29%
Commerce Bank 34,743 34,652 -91 -0.26%
Harvest Investment Services LLC 3,144 3,136 -8 -0.25%
Valmark Advisers Inc. 1,572,602 1,568,796 -3,806 -0.24%
Pinnacle Associates Ltd. 7,041 7,025 -16 -0.23%
Arden Trust Co 17,999 17,972 -27 -0.15%
Horizon Investment Services LLC 3,710 3,705 -5 -0.13%
Alliancebernstein L.P. 26,629 26,600 -29 -0.11%
FineMark National Bank & Trust 9,287 9,278 -9 -0.10%
Mount Lucas Management LP 10,103 10,098 -5 -0.05%
Bridgewater Associates LP 2,331,734 2,330,933 -801 -0.03%
Wunderlich Capital Managemnt 45,440 45,439 -1 -0.00%
13F Filers Exiting LQD
Evoke Wealth LLC 895 0 -895 -100.00%
Bridger Capital Management LLC 850 0 -850 -100.00%
CCG Wealth Management LLC 1,621 0 -1,621 -100.00%
Strategic Blueprint LLC 140 0 -140 -100.00%
Acima Private Wealth LLC 493 0 -493 -100.00%
Truvestments Capital LLC 120 0 -120 -100.00%
Quad Cities Investment Group LLC 62 0 -62 -100.00%
Fulcrum Equity Management 11,113 0 -11,113 -100.00%
CX Institutional 51 0 -51 -100.00%
Rice Partnership LLC 309 0 -309 -100.00%
Q3 Asset Management 3,120 0 -3,120 -100.00%
Tlwm 1,414 0 -1,414 -100.00%
Elmwood Wealth Management Inc. 200 0 -200 -100.00%
G&S Capital LLC 23 0 -23 -100.00%
Leonard Rickey Investment Advisors P.L.L.C. 1,898 0 -1,898 -100.00%
Financial Partners Group Inc 9,252 0 -9,252 -100.00%
Strategic Capital Advisers Inc. 4 0 -4 -100.00%
Secrest Blakey & Associates LLC 85 0 -85 -100.00%
Garrett Wealth Advisory Group LLC 1,306 0 -1,306 -100.00%
Strategic Wealth Partners Ltd. 183 0 -183 -100.00%
Icon Wealth Partners LLC 11,854 0 -11,854 -100.00%
Peak Capital Management LLC 1,526 0 -1,526 -100.00%
Avestar Capital LLC 1,655 0 -1,655 -100.00%
Summit Trail Advisors LLC 3,810 0 -3,810 -100.00%
Summit X LLC 8,681 0 -8,681 -100.00%
KCS Wealth Advisory 66 0 -66 -100.00%
Nvwm LLC 4,624 0 -4,624 -100.00%
Stone House Investment Management LLC 12,159 0 -12,159 -100.00%
Pettinga Financial Advisors LLC 2,390 0 -2,390 -100.00%
Asset Planning Services Ltd. 3 0 -3 -100.00%
Horan Securities Inc. 340 0 -340 -100.00%
LGL Partners LLC 7,259 0 -7,259 -100.00%
Arcus Capital Partners LLC 1,887 0 -1,887 -100.00%
Ellevest Inc. 49 0 -49 -100.00%
Sharkey Howes & Javer 10,388 0 -10,388 -100.00%
Ropes Wealth Advisors LLC 2,172 0 -2,172 -100.00%
Donald L. Hagan LLC 2,951 0 -2,951 -100.00%
USA Financial Portformulas Corp 1,831 0 -1,831 -100.00%
AllSquare Wealth Management LLC 27 0 -27 -100.00%
Ruggie Capital Group 3,890 0 -3,890 -100.00%
Capital Planning Advisors LLC 1,150 0 -1,150 -100.00%
MCF Advisors LLC 27 0 -27 -100.00%
Toroso Investments LLC 28,243 0 -28,243 -100.00%
JJJ Advisors Inc. 333 0 -333 -100.00%
Napier Park Global Capital US LP 500,000 0 -500,000 -100.00%
Penserra Capital Management LLC 962 0 -962 -100.00%
HITE Hedge Asset Management LLC 22,925 0 -22,925 -100.00%
JFS Wealth Advisors LLC 10 0 -10 -100.00%
Pennsylvania Trust Co 3,922 0 -3,922 -100.00%
Executive Wealth Management LLC 5,855 0 -5,855 -100.00%
Virtu Financial LLC 4,744 0 -4,744 -100.00%
Clear Street Markets LLC 80,000 0 -80,000 -100.00%
Usca Ria LLC 846 0 -846 -100.00%
Smart Portfolios LLC 1,822 0 -1,822 -100.00%
Simplex Trading LLC 13,832 0 -13,832 -100.00%
Parkside Financial Bank & Trust 2,500 0 -2,500 -100.00%
Verition Fund Management LLC 240,548 0 -240,548 -100.00%
Moore Capital Management LP 200,000 0 -200,000 -100.00%
Atlas Capital Advisors LLC 4,823 0 -4,823 -100.00%
Hudson Bay Capital Management LP 100,000 0 -100,000 -100.00%
Walleye Trading LLC 3,344 0 -3,344 -100.00%
Dorsey Wright & Associates 6,871 0 -6,871 -100.00%
CLS Investments LLC 259 0 -259 -100.00%
DSC Advisors L.P. 5,900 0 -5,900 -100.00%
R. G. Niederhoffer Capital Management Inc. 4,500 0 -4,500 -100.00%
Princeton Capital Management LLC 295 0 -295 -100.00%
Principal Financial Group Inc. 1,866 0 -1,866 -100.00%
Sun Life Financial INC 153,056 0 -153,056 -100.00%
Wexford Capital LP 7,801 0 -7,801 -100.00%
ING Groep NV 2,000,000 0 -2,000,000 -100.00%
Renaissance Technologies LLC 21,000 0 -21,000 -100.00%
Shine Investment Advisory Services Inc. 400 0 -400 -100.00%
Berkshire Asset Management LLC PA 4,492 0 -4,492 -100.00%
Shufro Rose & Co. LLC 80 0 -80 -100.00%
Guardian Life Insurance Co. of America 545,000 0 -545,000 -100.00%
Navellier & Associates Inc 2,757 0 -2,757 -100.00%
Commerzbank Aktiengesellschaft FI 3,431 0 -3,431 -100.00%
Quest Capital Management Inc. ADV 950 0 -950 -100.00%
Bailard Inc. 504,999 0 -504,999 -100.00%
M&T Bank Corp 32,298 0 -32,298 -100.00%
Brown Brothers Harriman & Co. 300 0 -300 -100.00%

See Summary: Institutional Holders of LQD
See Details: Top 10 Hedge Funds Holding LQD

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