ISHARES TR

$LQD
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13F holders
1,090
Net 13F flow · Q
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Insider buys · 90d
0
Insider net · 90d
—
Congress · 90d
0
Convergence
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Institutional holders

Top 10 of 1,090 · Source: 13F-HR
01
Banyan Capital Management, Inc.
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02
Brightline Capital Management, LLC
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03
Barings LLC
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04
State Farm Mutual Automobile Insurance Co.
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05
Provident Trust Co.
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06
JARISLOWSKY, FRASER Ltd
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07
Castlekeep Investment Advisors LLC
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08
Wealthfront Advisers LLC
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09
XY Capital Ltd
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10
Solus Alternative Asset Management LP
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Each fund name links to that filer's expert page. Share counts and per-fund weights are pending the 13F ingest fix (portfolios_expertholding.units is currently mis-populated — see the same caveat on the fund detail page's holdings table). Quarter-over-quarter delta ships with the metrics pipeline.

See all 1,090 13F holders · Pro →

Smart Money · top-200 alpha cohort

20 holders · Q1 2026

$LQD is held by 20 managers from the Top-Performer cohort as of Q1 2026. Position weights range from 0.00% to 5.43%, with an average of 0.45% of portfolio. Largest holder: Ionic Capital Management LLC at 5.43%. A weekly Smart-Money commentary for this ticker has not been generated yet this batch — the table below shows the full cohort positioning.

01
Ionic Capital Management LLC
5.43% NEW
α +17.9pts
02
Interactive Financial Advisors, Inc.
1.06% NEW
α +15.2pts
03
Cornerstone Management, Inc.
0.82% NEW
α +12.4pts
04
Independent Solutions Wealth Management, LLC
0.76% NEW
α +19.1pts
05
Principal Securities, Inc.
0.22% held
α +21.3pts
06
Delta Financial Advisors LLC
0.16% NEW
α +18.1pts
07
CV Advisors LLC
0.15% held
α +29.1pts
08
RFG Advisory, LLC
0.08% held
α +16.2pts
09
LM Advisors LLC
0.06% held
α +15.5pts
10
TRUE Private Wealth Advisors
0.05% held
α +23.4pts
11
Citigroup Inc.
0.03% held
α +26.3pts
12
ProVise Management Group, LLC
0.03% held
α +11.2pts
13
Banco Santander, S.A.
0.02% held
α +12.6pts
14
JTC Employer Solutions Trustee Ltd
0.02% held
α +22.6pts
15
Venture Visionary Partners LLC
0.02% held
α +10.3pts
16
Costello Asset Management, INC
0.01% held
α +14.3pts
17
Banque Pictet & Cie SA
0.00% held
α +10.3pts
18
Johnson Financial Group, Inc.
0.00% held
α +14.7pts
19
Collier Financial
0.00% held
α +14.2pts
20
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC
0.00% held
α +27.5pts

Smart Money shows holdings from our Top-Performer cohort — the 200 highest-alpha manager_13f funds in our universe. Position weight (current quarter) and QoQ delta versus prior quarter. α is the manager's annual alpha vs benchmark.

Insider activity · last 90 days

No insider activity

No Form 4 filings on record for $LQD in the recent window.

Congress trades · last 90 days

No Congress trades

No STOCK Act filings reference $LQD in the recent window.

Convergence · Pattern Engine ships in v1.1

30-day window
In development

Convergence detection for $LQD lands with the Pattern Engine.

Once the Pattern Engine ships, this section will surface every active convergence event involving $LQD — the institutional managers and Congress members on the same name, the 30-day window, and the combined position size.

Source data: SEC EDGAR · 13F-HR · Form 4 · CapitolTrades · Last refreshed 08:36 UTC.