LQD — Ishares Tr Institutional Holders · Q3 2026

Name: Who Owns LQD? 55 Institutions Hold $191M (Q3 2026)
Creator: ko.io

Who owns Ishares Tr (LQD)? 55 institutions reported holding $191.27M in SEC 13F filings for Q3 2026 (period ended 2026-09-30). Largest holders: Farther Finance Advisors, LLC ($113.5M), Legacy Private Trust Co. ($8.5M), Apella Capital, LLC ($8.1M).

Rank	Institution	Value	Shares	Change
1	Farther Finance Advisors, LLC	$113.5M	1.1M	Added
2	Legacy Private Trust Co.	$8.5M	83,485	Trimmed
3	Apella Capital, LLC	$8.1M	79,305	Trimmed
4	Independence Financial Advisors, LLC	$7.0M	68,890	Added
5	David J Yvars Group	$6.0M	58,688	Trimmed
6	Balefire, LLC	$4.8M	46,807	Trimmed
7	Insight Wealth Strategies, LLC	$4.5M	44,217	Added
8	Gainplan LLC	$4.0M	39,203	Trimmed
9	Central Pacific Bank - Trust Division	$3.9M	37,805	Trimmed
10	Pioneer Wealth Management Group	$3.7M	36,135	Added
11	LWM ADVISORS INC	$3.6M	92	Trimmed
12	Pacifica Partners Inc.	$3.3M	32,591	Added
13	ECLECTIC ASSOCIATES INC /ADV	$3.3M	32,361	Added
14	Gladwyn Financial Advisors, Inc.	$2.5M	24,659	Added
15	City Center Advisors, LLC	$1.2M	11,418	Added
16	Montecito Bank & Trust	$1.1M	11,144	Hold
17	Adams Asset Advisors, LLC	$939,766	9,197	Added
18	Sincerus Advisory, LLC	$907,841	8,885	Added
19	CAMELOT TECHNOLOGY ADVISORS, INC.	$903,312	8,840	Trimmed
20	Avidian Wealth Enterprises, LLC	$860,555	8,422	Added
21	TITLEIST ASSET MANAGEMENT, LLC	$774,524	7,580	Trimmed
22	CoreCap Advisors, LLC	$670,042	6,557	Trimmed
23	SAPIENT CAPITAL LLC	$636,990	6,234	Hold
24	Weaver Consulting Group	$616,810	6,037	Added
25	Venture Visionary Partners LLC	$575,184	5,629	Trimmed

Source: SEC Form 13F filings · as of 2026-09-30