Filing Research | LQDA - Liquidia Corp Institutional Holdings

Snapshot holdings

47 / 47 loaded

#		Instrument	quantity
1	Capricorn Fund Managers Ltd	Shares	182.2KSH	$14.5M
2	Insight Wealth Strategies, LLC	Shares	124.1KSH	$9.8M
3	BURNEY CO/	Shares	53.0KSH	$4.2M
4	Louisiana State Employees Retirement System	Shares	30.8KSH	$2.5M
5	SIGNATUREFD, LLC	Shares	30.3KSH	$2.4M
6	Whitcomb & Hess, Inc.	Shares	28.8KSH	$2.3M
7	SAPIENT CAPITAL LLC	Shares	23.0KSH	$1.8M
8	Police & Firemen's Retirement System of New Jersey	Shares	20.8KSH	$1.7M
9	YOUSIF CAPITAL MANAGEMENT, LLC	Shares	19.2KSH	$1.5M
10	COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS	Shares	16.7KSH	$1.3M
11	Yorktown Management & Research Co Inc	Shares	12.7KSH	$1.0M
12	Ballentine Partners, LLC	Shares	12.2KSH	$969.8K
13	Wedmont Private Capital	Shares	9.3KSH	$728.1K
14	Bryant Woods Investment Advisors, LLC	Shares	8.6KSH	$685.7K
15	BayBridge Capital Group, LLC	Shares	7.7KSH	$610.1K
16	Guilbault Capital LLC	Shares	6.2KSH	$494.3K
17	Significant Wealth Partners LLC	Shares	5.8KSH	$461.2K
18	Fulcrum Equity Management	Shares	5.0KSH	$399.0K
19	Baader Bank Aktiengesellschaft	Shares	5.0KSH	$398.6K
20	PSP Research LLC	Shares	5.0KSH	$398.6K
21	MBL Wealth, LLC	Shares	4.8KSH	$386.3K
22	Abel Hall, LLC	Shares	4.7KSH	$375.1K
23	Apollon Wealth Management, LLC	Shares	4.1KSH	$324.9K
24	Fluent Financial, LLC	Shares	3.6KSH	$287.0K
25	Crossmark Global Holdings, Inc.	Shares	3.4KSH	$273.5K
26	Onyx Bridge Wealth Group LLC	Shares	3.1KSH	$248.4K
27	GAMMA Investing LLC	Shares	1.5KSH	$122.8K
28	IFP Advisors, Inc	Shares	950SH	$75.7K
29	Activest Wealth Management	Shares	486SH	$38.7K
30	Fortitude Family Office, LLC	Shares	327SH	$26.1K
31	Farther Finance Advisors, LLC	Shares	189SH	$15.0K
32	MassMutual Private Wealth & Trust, FSB	Shares	158SH	$12.6K
33	EverSource Wealth Advisors, LLC	Shares	126SH	$10.0K
34	SBI Securities Co., Ltd.	Shares	93SH	$7.4K
35	FARMERS & MERCHANTS INVESTMENTS INC	Shares	25SH	$2.0K
36	Handelsbanken Fonder AB	Shares	25.0KSH	$2.0K
37	State of Alaska, Department of Revenue	Shares	23.1KSH	$1.8K
38	AMALGAMATED BANK	Shares	18.9KSH	$1.5K
39	FNY Investment Advisers, LLC	Shares	17.5KSH	$1.4K
40	NEW YORK STATE TEACHERS RETIREMENT SYSTEM	Shares	13.4KSH	$1.1K
41	JFS WEALTH ADVISORS, LLC	Shares	10SH	$798
42	GILPIN WEALTH MANAGEMENT, LLC	Shares	9SH	$718
43	Aurora Private Wealth, Inc.	Shares	5.3KSH	$427
44	Davis Capital Management	Shares	4SH	$319
45	Abound Wealth Management	Shares	3SH	$240
46	Decker Retirement Planning Inc.	Shares	3SH	$239
47	ATWOOD & PALMER INC	Shares	1SH	$80

Manager changes2026-06-30 vs 2026-03-31

49 / 49 loaded

#		Instrument
1	Capricorn Fund Managers Ltd trimmed	Shares	-65.2K	+$5.2M	$14.5M
2	Insight Wealth Strategies, LLC trimmed	Shares	-18.3K	+$4.5M	$9.8M
3	Louisiana State Employees Retirement System new	Shares	+30.8K	+$2.5M	$2.5M
4	BURNEY CO/ added	Shares	+4.5K	+$2.4M	$4.2M
5	YOUSIF CAPITAL MANAGEMENT, LLC new	Shares	+19.2K	+$1.5M	$1.5M
6	COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS new	Shares	+16.7K	+$1.3M	$1.3M
7	SIGNATUREFD, LLC added	Shares	+311	+$1.3M	$2.4M
8	Whitcomb & Hess, Inc. trimmed	Shares	-1.2K	+$1.2M	$2.3M
9	Yorktown Management & Research Co Inc new	Shares	+12.7K	+$1.0M	$1.0M
10	Police & Firemen's Retirement System of New Jersey added	Shares	+3.0K	+$988.5K	$1.7M
11	Ballentine Partners, LLC added	Shares	+58	+$512.9K	$969.8K
12	Guilbault Capital LLC new	Shares	+6.2K	+$494.3K	$494.3K
13	SAPIENT CAPITAL LLC trimmed	Shares	-14.0K	+$437.4K	$1.8M
14	Fulcrum Equity Management new	Shares	+5.0K	+$399.0K	$399.0K
15	Baader Bank Aktiengesellschaft new	Shares	+5.0K	+$398.6K	$398.6K
16	PSP Research LLC new	Shares	+5.0K	+$398.6K	$398.6K
17	Abel Hall, LLC new	Shares	+4.7K	+$375.1K	$375.1K
18	Wedmont Private Capital unchanged	Shares	0	+$371.3K	$728.1K
19	Bryant Woods Investment Advisors, LLC unchanged	Shares	0	+$361.1K	$685.7K
20	BayBridge Capital Group, LLC trimmed	Shares	-1.1K	+$308.7K	$610.1K
21	Fluent Financial, LLC new	Shares	+3.6K	+$287.0K	$287.0K
22	Crossmark Global Holdings, Inc. new	Shares	+3.4K	+$273.5K	$273.5K
23	Onyx Bridge Wealth Group LLC new	Shares	+3.1K	+$248.4K	$248.4K
24	Significant Wealth Partners LLC trimmed	Shares	-14	+$242.3K	$461.2K
25	MBL Wealth, LLC trimmed	Shares	-2.0K	+$127.9K	$386.3K
26	Apollon Wealth Management, LLC trimmed	Shares	-2.5K	+$78.2K	$324.9K
27	GAMMA Investing LLC trimmed	Shares	-74	+$61.9K	$122.8K
28	IFP Advisors, Inc added	Shares	+138	+$45.1K	$75.7K
29	Activest Wealth Management unchanged	Shares	0	+$20.4K	$38.7K
30	Fortitude Family Office, LLC trimmed	Shares	-12	+$13.3K	$26.1K
31	SBI Securities Co., Ltd. added	Shares	+63	+$6.3K	$7.4K
32	MassMutual Private Wealth & Trust, FSB trimmed	Shares	-94	+$3.1K	$12.6K
33	FARMERS & MERCHANTS INVESTMENTS INC new	Shares	+25	+$2.0K	$2.0K
34	Handelsbanken Fonder AB new	Shares	+25.0K	+$2.0K	$2.0K
35	State of Alaska, Department of Revenue new	Shares	+23.1K	+$1.8K	$1.8K
36	AMALGAMATED BANK new	Shares	+18.9K	+$1.5K	$1.5K
37	FNY Investment Advisers, LLC new	Shares	+17.5K	+$1.4K	$1.4K
38	NEW YORK STATE TEACHERS RETIREMENT SYSTEM new	Shares	+13.4K	+$1.1K	$1.1K
39	JFS WEALTH ADVISORS, LLC new	Shares	+10	+$798	$798
40	GILPIN WEALTH MANAGEMENT, LLC new	Shares	+9	+$718	$718
41	Aurora Private Wealth, Inc. new	Shares	+5.3K	+$427	$427
42	Davis Capital Management new	Shares	+4	+$319	$319
43	Abound Wealth Management new	Shares	+3	+$240	$240
44	Decker Retirement Planning Inc. new	Shares	+3	+$239	$239
45	ATWOOD & PALMER INC new	Shares	+1	+$80	$80
46	Farther Finance Advisors, LLC trimmed	Shares	-221	-$326	$15.0K
47	Sound Income Strategies, LLC exited	Shares	-11	-$412	$0
48	EverSource Wealth Advisors, LLC trimmed	Shares	-176	-$1.4K	$10.0K
49	GREENLEAF TRUST exited	Shares	-14.0K	-$529.0K	$0