Who owns SLQD
Which tracked institutional funds hold SLQD, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See SLQD company fundamentals →
Ownership as of the 2026-Q2 13F filings (latest filed 2026-08-19). 13F is disclosed up to 45 days after quarter-end, so the most recent quarter fills in over the following weeks.
How the tape is positioned
49 tracked funds added or opened SLQD while 37 trimmed or exited it between 2026-Q1 and 2026-Q2 — the tape is split. When large holders disagree on a name, the funds moving first are sometimes ahead of the story.
A prompt to read the filings, not a verdict. 13F is a quarter-end snapshot disclosed up to 45 days late; a fund adds or exits for mandate, benchmark, and timing reasons that have nothing to do with a view on the stock. This is a starting question, not a signal to trade.
Conviction spread
SLQD’s largest tracked holder by dollar value, MORGAN STANLEY, sizes it at 0.0% of its own reported 13F book, while the median holder sizes it at 0.1% of theirs — a 0.1pp gap the other way — the median holder sizes SLQD more heavily than its largest holder by dollar value does.
Book-share is each fund’s reported value in SLQD divided by its whole reported 13F book, so it is comparable across funds of different sizes and is unaffected by stock splits. A higher share means a fund has committed more of its book to the name — a starting question about conviction, not a verdict or a signal to trade.
Institutional & insider positioning
Between 2026-Q1 and 2026-Q2, across 247 tracked filers holding SLQD, 126 increased or opened the position and 101 reduced or closed it; over the same quarter, there were no open-market insider Form 4s.
This fuses two public signals for the same quarter — how tracked institutions changed their positions and whether insiders bought or sold in the open market. It describes what was filed; it is a starting question, not a verdict or a signal to trade.
New buyers & exits
Funds opening or closing a position in SLQD between the 2026-Q1 and 2026-Q2 13F filings, and the largest changes among funds holding it in both. New buyers and exits are counted on fund presence (split-invariant); adds and trims are measured on reported value.
New buyers 9
- NewEdge Advisors, LLC$25M
- ALLSTATE CORP$18M
- OneDigital Investment Advisors LLC$8M
- Creative Planning$5M
- Focus Partners Advisor Solutions, LLC$3M
- Ameritas Advisory Services, LLC$2M
Full exits 8
- HighTower Advisors, LLC$10M
- Harel Insurance Investments & Financial Services Ltd.$5M
- JANE STREET GROUP, LLC$3M
- Cambridge Investment Research Advisors, Inc.$3M
- CITADEL ADVISORS LLC$3M
- Charter Oak Capital Management, LLC$2M
Largest adds
- LJI Wealth Management, LLC$13M
- Bank Julius Baer & Co. Ltd, Zurich$11M
- MAI Capital Management$9M
- MORGAN STANLEY$8M
- RAYMOND JAMES FINANCIAL INC$5M
- IPG Investment Advisors LLC$4M
Largest trims
- GREENUP STREET WEALTH MANAGEMENT LLC$22M
- AMERIPRISE FINANCIAL INC$16M
- Financiere des Professionnels - Fonds d'investissement inc.$10M
- PFG Advisors$8M
- GFS Advisors, LLC$7M
- VOISARD ASSET MANAGEMENT GROUP, INC.$7M
Institutional holders
One row per tracked fund, most shares held first (every row is from one quarter; reported value breaks ties). “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding.
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| MORGAN STANLEY added | 2,544,555 | $128M | 8.9% | 2026-Q2 |
| Allspring Global Investments Holdings, LLC | 2,077,168 | $105M | 7.3% | 2026-Q2 |
| LJI Wealth Management, LLC added | 1,635,740 | $82M | 5.7% | 2026-Q2 |
| MAI Capital Management added | 1,274,393 | $64M | 4.5% | 2026-Q2 |
| LPL Financial LLC added | 1,186,359 | $60M | 4.2% | 2026-Q2 |
| UBS Group AG trimmed | 1,136,737 | $57M | 4.0% | 2026-Q2 |
| World Investment Advisors | 1,032,454 | $52M | 3.6% | 2026-Q2 |
| Bramshill Investments, LLC added | 1,008,271 | $51M | 3.5% | 2026-Q2 |
| FARMERS & MERCHANTS INVESTMENTS INC added | 982,350 | $49M | 3.4% | 2026-Q2 |
| ROYAL BANK OF CANADA added | 855,934 | $43M | 3.0% | 2026-Q2 |
| RAYMOND JAMES FINANCIAL INC added | 824,298 | $42M | 2.9% | 2026-Q2 |
| Crews Bank & Trust added | 788,528 | $40M | 2.8% | 2026-Q2 |
| BANK OF AMERICA CORP /DE/ added | 618,501 | $31M | 2.2% | 2026-Q2 |
| Wiser Wealth Management, Inc added | 510,292 | $26M | 1.8% | 2026-Q2 |
| AMERIPRISE FINANCIAL INC trimmed | 507,289 | $26M | 1.8% | 2026-Q2 |
| NewEdge Advisors, LLC added | 503,384 | $25M | 1.8% | 2026-Q2 |
| CREATIVE FINANCIAL DESIGNS INC /ADV trimmed | 448,811 | $23M | 1.6% | 2026-Q2 |
| Vestmark Advisory Solutions, Inc. added | 418,807 | $21M | 1.5% | 2026-Q2 |
| VOISARD ASSET MANAGEMENT GROUP, INC. trimmed | 394,083 | $20M | 1.4% | 2026-Q2 |
| CAMDEN NATIONAL BANK added | 394,035 | $20M | 1.4% | 2026-Q2 |
| Allianz Asset Management GmbH added | 367,542 | $19M | 1.3% | 2026-Q2 |
| ALLSTATE CORP new | 350,519 | $18M | 1.2% | 2026-Q2 |
| Colonial Trust Advisors added | 327,118 | $16M | 1.1% | 2026-Q2 |
| Corient Private Wealth LP trimmed | 320,449 | $16M | 1.1% | 2026-Q2 |
| Global Wealth Management Investment Advisory, Inc. added | 275,433 | $14M | 1.0% | 2026-Q2 |
| Bank Julius Baer & Co. Ltd, Zurich added | 265,774 | $13M | 0.9% | 2026-Q2 |
| Cetera Investment Advisers trimmed | 264,861 | $13M | 0.9% | 2026-Q2 |
| Waterloo Capital, L.P. added | 256,252 | $13M | 0.9% | 2026-Q2 |
| INTEGRAL INVESTMENT ADVISORS, INC. added | 250,728 | $13M | 0.9% | 2026-Q2 |
| WELLS FARGO & COMPANY/MN added | 243,866 | $12M | 0.9% | 2026-Q2 |
| STIFEL FINANCIAL CORP trimmed | 242,710 | $12M | 0.9% | 2026-Q2 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO added | 220,414 | $11M | 0.8% | 2026-Q2 |
| ENVESTNET ASSET MANAGEMENT INC trimmed | 211,186 | $11M | 0.7% | 2026-Q2 |
| Colonial Trust Co / SC added | 199,884 | $10M | 0.7% | 2026-Q2 |
| TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC added | 194,079 | $10M | 0.7% | 2026-Q2 |
| MML INVESTORS SERVICES, LLC added | 168,814 | $9M | 0.6% | 2026-Q2 |
| LaSalle St. Investment Advisors, LLC added | 168,013 | $8M | 0.6% | 2026-Q2 |
| OneDigital Investment Advisors LLC added | 166,772 | $8M | 0.6% | 2026-Q2 |
| LOOMIS SAYLES & CO L P added | 161,697 | $8M | 0.6% | 2026-Q2 |
| Sierra Capital LLC trimmed | 158,336 | $8M | 0.6% | 2026-Q2 |
| JPMORGAN CHASE & CO added | 151,631 | $8M | 0.5% | 2026-Q2 |
| NDWM LLC added | 150,111 | $8M | 0.5% | 2026-Q2 |
| COMMONWEALTH EQUITY SERVICES, LLC trimmed | 144,592 | $7M | 0.5% | 2026-Q2 |
| Saiph Capital, LLC trimmed | 143,690 | $7M | 0.5% | 2026-Q2 |
| Ifrah Financial Services, Inc. added | 134,345 | $7M | 0.5% | 2026-Q2 |
| Summit Financial, LLC trimmed | 131,484 | $7M | 0.5% | 2026-Q2 |
| Federation des caisses Desjardins du Quebec added | 130,417 | $7M | 0.5% | 2026-Q2 |
| Financial Engines Advisors L.L.C. added | 127,022 | $6M | 0.4% | 2026-Q2 |
| ALTERNA WEALTH MANAGEMENT, INC trimmed | 119,691 | $6M | 0.4% | 2026-Q2 |
| IPG Investment Advisors LLC added | 119,283 | $6M | 0.4% | 2026-Q2 |
| SCOTIA CAPITAL INC. trimmed | 118,679 | $6M | 0.4% | 2026-Q2 |
| BlackRock, Inc. added | 113,383 | $6M | 0.4% | 2026-Q2 |
| Waverly Advisors, LLC added | 107,010 | $5M | 0.4% | 2026-Q2 |
| Sanctuary Advisors, LLC added | 105,495 | $5M | 0.4% | 2026-Q2 |
| Creative Planning added | 103,440 | $5M | 0.4% | 2026-Q2 |
| JT Stratford LLC added | 103,157 | $5M | 0.4% | 2026-Q2 |
| River Wealth Advisors LLC | 103,130 | $5M | 0.4% | 2026-Q2 |
| DecisionPoint Financial, LLC trimmed | 95,886 | $5M | 0.3% | 2026-Q2 |
| Lido Advisors, LLC trimmed | 93,041 | $5M | 0.3% | 2026-Q2 |
| TIAA TRUST, NATIONAL ASSOCIATION added | 92,863 | $5M | 0.3% | 2026-Q2 |
| OSAIC HOLDINGS, INC. added | 84,228 | $4M | 0.3% | 2026-Q2 |
| Rosenberg Matthew Hamilton trimmed | 83,730 | $4M | 0.3% | 2026-Q2 |
| Trail Ridge Investment Advisors, LLC added | 82,302 | $4M | 0.3% | 2026-Q2 |
| Belpointe Asset Management LLC added | 81,026 | $4M | 0.3% | 2026-Q2 |
| FAIRVIEW CAPITAL INVESTMENT MANAGEMENT, LLC trimmed | 79,401 | $4M | 0.3% | 2026-Q2 |
| Townsend Financial Planning, LLC added | 75,379 | $4M | 0.3% | 2026-Q2 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC added | 75,134 | $4M | 0.3% | 2026-Q2 |
| IFP Advisors, Inc added | 73,563 | $4M | 0.3% | 2026-Q2 |
| JONES FINANCIAL COMPANIES LLLP added | 72,626 | $4M | 0.3% | 2026-Q2 |
| Sugar Maple Asset Management, LLC added | 62,128 | $3M | 0.2% | 2026-Q2 |
| GOLDMAN SACHS GROUP INC added | 62,016 | $3M | 0.2% | 2026-Q2 |
| Rockbridge Investment Management, LCC trimmed | 60,349 | $3M | 0.2% | 2026-Q2 |
| Kestra Advisory Services, LLC added | 59,872 | $3M | 0.2% | 2026-Q2 |
| TD Waterhouse Canada Inc. added | 58,963 | $3M | 0.2% | 2026-Q2 |
| JGP Wealth Management, LLC trimmed | 58,816 | $3M | 0.2% | 2026-Q2 |
| Quantinno Capital Management LP trimmed | 57,188 | $3M | 0.2% | 2026-Q2 |
| Kathmere Capital Management, LLC trimmed | 56,764 | $3M | 0.2% | 2026-Q2 |
| Fonville Wealth Management LLC trimmed | 55,173 | $3M | 0.2% | 2026-Q2 |
| Obsido Oy trimmed | 53,176 | $3M | 0.2% | 2026-Q2 |
| Focus Partners Advisor Solutions, LLC trimmed | 52,937 | $3M | 0.2% | 2026-Q2 |
| Portus Wealth Advisors, LLC added | 50,963 | $3M | 0.2% | 2026-Q2 |
| Life Planning Partners, Inc added | 50,869 | $3M | 0.2% | 2026-Q2 |
| BNP PARIBAS FINANCIAL MARKETS added | 50,000 | $3M | 0.2% | 2026-Q2 |
| BANK OF MONTREAL /CAN/ added | 47,175 | $2M | 0.2% | 2026-Q2 |
| Argent Advisors, Inc. added | 43,234 | $2M | 0.2% | 2026-Q2 |
| Mariner, LLC trimmed | 42,804 | $2M | 0.2% | 2026-Q2 |
| Topor & Co. Korea | 42,557 | $2M | 0.1% | 2026-Q2 |
| American Wealth Advisors, LLC added | 42,468 | $2M | 0.1% | 2026-Q2 |
| Turn8 Private Wealth Inc. trimmed | 41,380 | $2M | 0.1% | 2026-Q2 |
| Laurel Wealth Advisors LLC added | 40,601 | $2M | 0.1% | 2026-Q2 |
| VISTA INVESTMENT MANAGEMENT trimmed | 40,235 | $2M | 0.1% | 2026-Q2 |
| Ameritas Advisory Services, LLC added | 39,101 | $2M | 0.1% | 2026-Q2 |
| MERCER GLOBAL ADVISORS INC /ADV added | 38,847 | $2M | 0.1% | 2026-Q2 |
| Integrated Wealth Concepts LLC added | 37,759 | $2M | 0.1% | 2026-Q2 |
| StoneX Group Inc. trimmed | 37,606 | $2M | 0.1% | 2026-Q2 |
| Biondo Investment Advisors, LLC added | 37,485 | $2M | 0.1% | 2026-Q2 |
| Sigma Planning Corp added | 36,127 | $2M | 0.1% | 2026-Q2 |
| Cosner Financial Group, LLC | 32,565 | $2M | 0.1% | 2026-Q2 |
| OFC FINANCIAL PLANNING, LLC trimmed | 31,339 | $2M | 0.1% | 2026-Q2 |
| Curi Capital, LLC trimmed | 30,305 | $2M | 0.1% | 2026-Q2 |
Ownership over time
Tracked institutional holder count and total shares held by filing quarter (independent scales). The curated-era tail and any mid-ingest latest quarter are handled honestly — a partial quarter is not drawn as a collapse.
Reading this table
Funds hold the same stock for different reasons — an index fund “holds” almost everything, an active manager sizes a name to a mandate and a benchmark, and each fund entered at its own price and time. Because 13F is filed up to 45 days after quarter-end, every row is a backward-looking snapshot; a manager may have traded since. Share-class siblings (a company’s A and C shares) are rolled up to one line so a dual-class name is never double-counted. Compare like-for-like. A large holder is not an endorsement, and a fund exiting is not a warning — this is a starting question, not a verdict.
About 13F filings
A Form 13F is a quarterly disclosure that institutional investment managers with over $100 million in US-listed equities must file with the SEC. In plain English: it is a snapshot of the long stock positions a fund held at the end of a quarter. It covers long US-listed equities only — not short positions, options, cash, or private holdings — and the funds shown are the large sample we track, not the complete 13F universe.