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Institutional Ownership · SEC Form 13F

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.

245
Institutional holders
29,736,087
Shares held (tracked funds)

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).

FundSharesReported value% of valueQuarter
MORGAN STANLEY added2,377,262$120M8.3%2026-Q1
Allspring Global Investments Holdings, LLC2,077,168$105M7.2%2026-Q1
LJI Wealth Management, LLC added1,367,626$69M4.8%2026-Q1
UBS Group AG added1,158,628$58M4.0%2026-Q1
LPL Financial LLC trimmed1,107,443$56M3.9%2026-Q1
MAI Capital Management added1,083,687$55M3.8%2026-Q1
World Investment Advisors added1,032,454$52M3.6%2026-Q1
Bramshill Investments, LLC trimmed997,002$50M3.5%2026-Q1
FARMERS & MERCHANTS INVESTMENTS INC added970,988$49M3.4%2026-Q1
AMERIPRISE FINANCIAL INC added828,129$42M2.9%2026-Q1
ROYAL BANK OF CANADA added787,808$40M2.7%2026-Q1
Crews Bank & Trust added759,580$38M2.6%2026-Q1
RAYMOND JAMES FINANCIAL INC added727,957$37M2.5%2026-Q1
BANK OF AMERICA CORP /DE/ added595,893$30M2.1%2026-Q1
VOISARD ASSET MANAGEMENT GROUP, INC. trimmed529,983$27M1.8%2026-Q1
Wiser Wealth Management, Inc added491,388$25M1.7%2026-Q1
CREATIVE FINANCIAL DESIGNS INC /ADV trimmed469,587$24M1.6%2026-Q1
GREENUP STREET WEALTH MANAGEMENT LLC trimmed458,289$23M1.6%2026-Q1
Vestmark Advisory Solutions, Inc. added396,979$20M1.4%2026-Q1
CAMDEN NATIONAL BANK added379,909$19M1.3%2026-Q1
Allianz Asset Management GmbH trimmed359,323$18M1.3%2026-Q1
Corient Private Wealth LLC trimmed360,566$18M1.2%2026-Q1
Colonial Trust Advisors added313,171$16M1.1%2026-Q1
Cetera Investment Advisers added296,574$15M1.0%2026-Q1
Global Wealth Management Investment Advisory, Inc. added264,985$13M0.9%2026-Q1
STIFEL FINANCIAL CORP added255,739$13M0.9%2026-Q1
Waterloo Capital, L.P. added241,981$12M0.8%2026-Q1
WELLS FARGO & COMPANY/MN added234,880$12M0.8%2026-Q1
INTEGRAL INVESTMENT ADVISORS, INC. added229,389$12M0.8%2026-Q1
Financiere des Professionnels - Fonds d'investissement inc. trimmed217,300$11M0.8%2026-Q1
ENVESTNET ASSET MANAGEMENT INC added216,147$11M0.8%2026-Q1
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO added200,898$10M0.7%2026-Q1
HighTower Advisors, LLC trimmed194,450$10M0.7%2026-Q1
Colonial Trust Co / SC added192,545$10M0.7%2026-Q1
COMMONWEALTH EQUITY SERVICES, LLC added191,024$10M0.7%2026-Q1
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC new179,777$9M0.6%2026-Q1
PFG Advisors added164,186$8M0.6%2026-Q1
GFS Advisors, LLC added575,340$8M0.6%2026-Q1
Sierra Capital LLC trimmed160,658$8M0.6%2026-Q1
LaSalle St. Investment Advisors, LLC added159,906$8M0.6%2026-Q1
Saiph Capital, LLC trimmed149,449$8M0.5%2026-Q1
ALTERNA WEALTH MANAGEMENT, INC trimmed147,022$7M0.5%2026-Q1
JPMORGAN CHASE & CO added143,565$7M0.5%2026-Q1
Summit Financial, LLC trimmed135,401$7M0.5%2026-Q1
Ifrah Financial Services, Inc. trimmed133,118$7M0.5%2026-Q1
SCOTIA CAPITAL INC. trimmed130,365$7M0.5%2026-Q1
Federation des caisses Desjardins du Quebec trimmed129,381$7M0.5%2026-Q1
NDWM LLC added128,722$6M0.4%2026-Q1
Financial Engines Advisors L.L.C. trimmed123,774$6M0.4%2026-Q1
MML INVESTORS SERVICES, LLC trimmed122,147$6M0.4%2026-Q1
Private Advisor Group, LLC added119,580$6M0.4%2026-Q1
BlackRock, Inc. added113,347$6M0.4%2026-Q1
LOOMIS SAYLES & CO L P trimmed112,759$6M0.4%2026-Q1
ASSETMARK, INC added108,916$5M0.4%2026-Q1
PRINCIPAL SECURITIES, INC. added107,506$5M0.4%2026-Q1
Waverly Advisors, LLC added106,701$5M0.4%2026-Q1
Lido Advisors, LLC added103,890$5M0.4%2026-Q1
Sanctuary Advisors, LLC added103,791$5M0.4%2026-Q1
River Wealth Advisors LLC trimmed103,130$5M0.4%2026-Q1
Harel Insurance Investments & Financial Services Ltd. added102,652$5M0.4%2026-Q1
JT Stratford LLC added101,181$5M0.4%2026-Q1
Quantinno Capital Management LP added100,826$5M0.4%2026-Q1
Kathmere Capital Management, LLC added100,297$5M0.3%2026-Q1
DecisionPoint Financial, LLC added96,206$5M0.3%2026-Q1
Rosenberg Matthew Hamilton trimmed88,871$4M0.3%2026-Q1
TIAA TRUST, NATIONAL ASSOCIATION trimmed84,053$4M0.3%2026-Q1
FAIRVIEW CAPITAL INVESTMENT MANAGEMENT, LLC81,026$4M0.3%2026-Q1
Trail Ridge Investment Advisors, LLC trimmed79,989$4M0.3%2026-Q1
Belpointe Asset Management LLC added77,099$4M0.3%2026-Q1
Townsend Financial Planning, LLC added71,494$4M0.2%2026-Q1
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC trimmed71,392$4M0.2%2026-Q1
OSAIC HOLDINGS, INC. trimmed69,474$4M0.2%2026-Q1
JANE STREET GROUP, LLC added68,662$3M0.2%2026-Q1
JGP Wealth Management, LLC added60,692$3M0.2%2026-Q1
Rockbridge Investment Management, LCC trimmed60,358$3M0.2%2026-Q1
Turn8 Private Wealth Inc. added60,142$3M0.2%2026-Q1
IFP Advisors, Inc added59,654$3M0.2%2026-Q1
TD Waterhouse Canada Inc. added58,404$3M0.2%2026-Q1
GOLDMAN SACHS GROUP INC trimmed57,031$3M0.2%2026-Q1
JONES FINANCIAL COMPANIES LLLP trimmed56,781$3M0.2%2026-Q1
Sugar Maple Asset Management, LLC trimmed56,459$3M0.2%2026-Q1
Fonville Wealth Management LLC trimmed55,530$3M0.2%2026-Q1
Obsido Oy trimmed54,861$3M0.2%2026-Q1
Cambridge Investment Research Advisors, Inc. added54,680$3M0.2%2026-Q1
CITADEL ADVISORS LLC trimmed52,933$3M0.2%2026-Q1
Life Planning Partners, Inc added49,850$3M0.2%2026-Q1
Portus Wealth Advisors, LLC added49,834$3M0.2%2026-Q1
Mariner, LLC trimmed45,429$2M0.2%2026-Q1
Topor & Co. Korea added42,557$2M0.1%2026-Q1
American Wealth Advisors, LLC trimmed42,212$2M0.1%2026-Q1
Argent Advisors, Inc. trimmed41,908$2M0.1%2026-Q1
BANK OF MONTREAL /CAN/ added40,902$2M0.1%2026-Q1
VISTA INVESTMENT MANAGEMENT trimmed40,721$2M0.1%2026-Q1
Charter Oak Capital Management, LLC trimmed39,852$2M0.1%2026-Q1
Bank Julius Baer & Co. Ltd, Zurich added38,713$2M0.1%2026-Q1
NewEdge Advisors, LLC added477,814$24M1.7%2025-Q4 stale
AVANTAX ADVISORY SERVICES, INC. added163,667$8M0.6%2025-Q2 stale
Whalen Wealth Management Inc. added117,930$6M0.4%2025-Q3 stale
Invesco Ltd. trimmed85,690$4M0.3%2025-Q3 stale
Focus Partners Advisor Solutions, LLC trimmed54,006$3M0.2%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.

HoldersTotal shares

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.

Learn how to read institutional ownership