Who owns SLQD (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-Q1 13F filings. 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
45 tracked funds added or opened SLQD while 37 trimmed or exited it between 2025-Q4 and 2026-Q1 — 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 0.2% of theirs — a 0.2pp 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 2025-Q4 and 2026-Q1, across 245 tracked filers holding SLQD, 112 increased or opened the position and 116 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 2025-Q4 and 2026-Q1 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 7
- TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC$9M
- PFG Advisors$8M
- GFS Advisors, LLC$8M
- CITADEL ADVISORS LLC$3M
- FIFTH THIRD BANCORP$1M
- Elevation Capital Advisory, LLC$1M
Full exits 9
- NewEdge Advisors, LLC$24M
- Focus Partners Advisor Solutions, LLC$3M
- RENAISSANCE TECHNOLOGIES LLC$2M
- NOMURA ASSET MANAGEMENT INTERNATIONAL INC.$2M
- COMERICA BANK$1M
- GC Wealth Management RIA, LLC$819K
Largest adds
- BlackRock, Inc.$6M
- ROYAL BANK OF CANADA$5M
- ASSETMARK, INC$5M
- NDWM LLC$5M
- JANE STREET GROUP, LLC$3M
- LJI Wealth Management, LLC$3M
Largest trims
- NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$21M
- GREENUP STREET WEALTH MANAGEMENT LLC$21M
- VOISARD ASSET MANAGEMENT GROUP, INC.$16M
- Financiere des Professionnels - Fonds d'investissement inc.$11M
- TIAA TRUST, NATIONAL ASSOCIATION$10M
- Corient Private Wealth LLC$3M
Institutional holders
One row per tracked fund, largest reported value first. “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding. Rows marked stale are from an earlier filing than the security’s latest quarter — that fund is absent from the newest snapshot (position exited, or reported under a different name).
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| MORGAN STANLEY added | 2,377,262 | $120M | 8.3% | 2026-Q1 |
| Allspring Global Investments Holdings, LLC | 2,077,168 | $105M | 7.2% | 2026-Q1 |
| LJI Wealth Management, LLC added | 1,367,626 | $69M | 4.8% | 2026-Q1 |
| UBS Group AG added | 1,158,628 | $58M | 4.0% | 2026-Q1 |
| LPL Financial LLC trimmed | 1,107,443 | $56M | 3.9% | 2026-Q1 |
| MAI Capital Management added | 1,083,687 | $55M | 3.8% | 2026-Q1 |
| World Investment Advisors added | 1,032,454 | $52M | 3.6% | 2026-Q1 |
| Bramshill Investments, LLC trimmed | 997,002 | $50M | 3.5% | 2026-Q1 |
| FARMERS & MERCHANTS INVESTMENTS INC added | 970,988 | $49M | 3.4% | 2026-Q1 |
| AMERIPRISE FINANCIAL INC added | 828,129 | $42M | 2.9% | 2026-Q1 |
| ROYAL BANK OF CANADA added | 787,808 | $40M | 2.7% | 2026-Q1 |
| Crews Bank & Trust added | 759,580 | $38M | 2.6% | 2026-Q1 |
| RAYMOND JAMES FINANCIAL INC added | 727,957 | $37M | 2.5% | 2026-Q1 |
| BANK OF AMERICA CORP /DE/ added | 595,893 | $30M | 2.1% | 2026-Q1 |
| VOISARD ASSET MANAGEMENT GROUP, INC. trimmed | 529,983 | $27M | 1.8% | 2026-Q1 |
| Wiser Wealth Management, Inc added | 491,388 | $25M | 1.7% | 2026-Q1 |
| CREATIVE FINANCIAL DESIGNS INC /ADV trimmed | 469,587 | $24M | 1.6% | 2026-Q1 |
| GREENUP STREET WEALTH MANAGEMENT LLC trimmed | 458,289 | $23M | 1.6% | 2026-Q1 |
| Vestmark Advisory Solutions, Inc. added | 396,979 | $20M | 1.4% | 2026-Q1 |
| CAMDEN NATIONAL BANK added | 379,909 | $19M | 1.3% | 2026-Q1 |
| Allianz Asset Management GmbH trimmed | 359,323 | $18M | 1.3% | 2026-Q1 |
| Corient Private Wealth LLC trimmed | 360,566 | $18M | 1.2% | 2026-Q1 |
| Colonial Trust Advisors added | 313,171 | $16M | 1.1% | 2026-Q1 |
| Cetera Investment Advisers added | 296,574 | $15M | 1.0% | 2026-Q1 |
| Global Wealth Management Investment Advisory, Inc. added | 264,985 | $13M | 0.9% | 2026-Q1 |
| STIFEL FINANCIAL CORP added | 255,739 | $13M | 0.9% | 2026-Q1 |
| Waterloo Capital, L.P. added | 241,981 | $12M | 0.8% | 2026-Q1 |
| WELLS FARGO & COMPANY/MN added | 234,880 | $12M | 0.8% | 2026-Q1 |
| INTEGRAL INVESTMENT ADVISORS, INC. added | 229,389 | $12M | 0.8% | 2026-Q1 |
| Financiere des Professionnels - Fonds d'investissement inc. trimmed | 217,300 | $11M | 0.8% | 2026-Q1 |
| ENVESTNET ASSET MANAGEMENT INC added | 216,147 | $11M | 0.8% | 2026-Q1 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO added | 200,898 | $10M | 0.7% | 2026-Q1 |
| HighTower Advisors, LLC trimmed | 194,450 | $10M | 0.7% | 2026-Q1 |
| Colonial Trust Co / SC added | 192,545 | $10M | 0.7% | 2026-Q1 |
| COMMONWEALTH EQUITY SERVICES, LLC added | 191,024 | $10M | 0.7% | 2026-Q1 |
| TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC new | 179,777 | $9M | 0.6% | 2026-Q1 |
| PFG Advisors added | 164,186 | $8M | 0.6% | 2026-Q1 |
| GFS Advisors, LLC added | 575,340 | $8M | 0.6% | 2026-Q1 |
| Sierra Capital LLC trimmed | 160,658 | $8M | 0.6% | 2026-Q1 |
| LaSalle St. Investment Advisors, LLC added | 159,906 | $8M | 0.6% | 2026-Q1 |
| Saiph Capital, LLC trimmed | 149,449 | $8M | 0.5% | 2026-Q1 |
| ALTERNA WEALTH MANAGEMENT, INC trimmed | 147,022 | $7M | 0.5% | 2026-Q1 |
| JPMORGAN CHASE & CO added | 143,565 | $7M | 0.5% | 2026-Q1 |
| Summit Financial, LLC trimmed | 135,401 | $7M | 0.5% | 2026-Q1 |
| Ifrah Financial Services, Inc. trimmed | 133,118 | $7M | 0.5% | 2026-Q1 |
| SCOTIA CAPITAL INC. trimmed | 130,365 | $7M | 0.5% | 2026-Q1 |
| Federation des caisses Desjardins du Quebec trimmed | 129,381 | $7M | 0.5% | 2026-Q1 |
| NDWM LLC added | 128,722 | $6M | 0.4% | 2026-Q1 |
| Financial Engines Advisors L.L.C. trimmed | 123,774 | $6M | 0.4% | 2026-Q1 |
| MML INVESTORS SERVICES, LLC trimmed | 122,147 | $6M | 0.4% | 2026-Q1 |
| Private Advisor Group, LLC added | 119,580 | $6M | 0.4% | 2026-Q1 |
| BlackRock, Inc. added | 113,347 | $6M | 0.4% | 2026-Q1 |
| LOOMIS SAYLES & CO L P trimmed | 112,759 | $6M | 0.4% | 2026-Q1 |
| ASSETMARK, INC added | 108,916 | $5M | 0.4% | 2026-Q1 |
| PRINCIPAL SECURITIES, INC. added | 107,506 | $5M | 0.4% | 2026-Q1 |
| Waverly Advisors, LLC added | 106,701 | $5M | 0.4% | 2026-Q1 |
| Lido Advisors, LLC added | 103,890 | $5M | 0.4% | 2026-Q1 |
| Sanctuary Advisors, LLC added | 103,791 | $5M | 0.4% | 2026-Q1 |
| River Wealth Advisors LLC trimmed | 103,130 | $5M | 0.4% | 2026-Q1 |
| Harel Insurance Investments & Financial Services Ltd. added | 102,652 | $5M | 0.4% | 2026-Q1 |
| JT Stratford LLC added | 101,181 | $5M | 0.4% | 2026-Q1 |
| Quantinno Capital Management LP added | 100,826 | $5M | 0.4% | 2026-Q1 |
| Kathmere Capital Management, LLC added | 100,297 | $5M | 0.3% | 2026-Q1 |
| DecisionPoint Financial, LLC added | 96,206 | $5M | 0.3% | 2026-Q1 |
| Rosenberg Matthew Hamilton trimmed | 88,871 | $4M | 0.3% | 2026-Q1 |
| TIAA TRUST, NATIONAL ASSOCIATION trimmed | 84,053 | $4M | 0.3% | 2026-Q1 |
| FAIRVIEW CAPITAL INVESTMENT MANAGEMENT, LLC | 81,026 | $4M | 0.3% | 2026-Q1 |
| Trail Ridge Investment Advisors, LLC trimmed | 79,989 | $4M | 0.3% | 2026-Q1 |
| Belpointe Asset Management LLC added | 77,099 | $4M | 0.3% | 2026-Q1 |
| Townsend Financial Planning, LLC added | 71,494 | $4M | 0.2% | 2026-Q1 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC trimmed | 71,392 | $4M | 0.2% | 2026-Q1 |
| OSAIC HOLDINGS, INC. trimmed | 69,474 | $4M | 0.2% | 2026-Q1 |
| JANE STREET GROUP, LLC added | 68,662 | $3M | 0.2% | 2026-Q1 |
| JGP Wealth Management, LLC added | 60,692 | $3M | 0.2% | 2026-Q1 |
| Rockbridge Investment Management, LCC trimmed | 60,358 | $3M | 0.2% | 2026-Q1 |
| Turn8 Private Wealth Inc. added | 60,142 | $3M | 0.2% | 2026-Q1 |
| IFP Advisors, Inc added | 59,654 | $3M | 0.2% | 2026-Q1 |
| TD Waterhouse Canada Inc. added | 58,404 | $3M | 0.2% | 2026-Q1 |
| GOLDMAN SACHS GROUP INC trimmed | 57,031 | $3M | 0.2% | 2026-Q1 |
| JONES FINANCIAL COMPANIES LLLP trimmed | 56,781 | $3M | 0.2% | 2026-Q1 |
| Sugar Maple Asset Management, LLC trimmed | 56,459 | $3M | 0.2% | 2026-Q1 |
| Fonville Wealth Management LLC trimmed | 55,530 | $3M | 0.2% | 2026-Q1 |
| Obsido Oy trimmed | 54,861 | $3M | 0.2% | 2026-Q1 |
| Cambridge Investment Research Advisors, Inc. added | 54,680 | $3M | 0.2% | 2026-Q1 |
| CITADEL ADVISORS LLC trimmed | 52,933 | $3M | 0.2% | 2026-Q1 |
| Life Planning Partners, Inc added | 49,850 | $3M | 0.2% | 2026-Q1 |
| Portus Wealth Advisors, LLC added | 49,834 | $3M | 0.2% | 2026-Q1 |
| Mariner, LLC trimmed | 45,429 | $2M | 0.2% | 2026-Q1 |
| Topor & Co. Korea added | 42,557 | $2M | 0.1% | 2026-Q1 |
| American Wealth Advisors, LLC trimmed | 42,212 | $2M | 0.1% | 2026-Q1 |
| Argent Advisors, Inc. trimmed | 41,908 | $2M | 0.1% | 2026-Q1 |
| BANK OF MONTREAL /CAN/ added | 40,902 | $2M | 0.1% | 2026-Q1 |
| VISTA INVESTMENT MANAGEMENT trimmed | 40,721 | $2M | 0.1% | 2026-Q1 |
| Charter Oak Capital Management, LLC trimmed | 39,852 | $2M | 0.1% | 2026-Q1 |
| Bank Julius Baer & Co. Ltd, Zurich added | 38,713 | $2M | 0.1% | 2026-Q1 |
| NewEdge Advisors, LLC added | 477,814 | $24M | 1.7% | 2025-Q4 stale |
| AVANTAX ADVISORY SERVICES, INC. added | 163,667 | $8M | 0.6% | 2025-Q2 stale |
| Whalen Wealth Management Inc. added | 117,930 | $6M | 0.4% | 2025-Q3 stale |
| Invesco Ltd. trimmed | 85,690 | $4M | 0.3% | 2025-Q3 stale |
| Focus Partners Advisor Solutions, LLC trimmed | 54,006 | $3M | 0.2% | 2025-Q4 stale |
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.