SCHQ

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$30.16

-0.43 (-1.41%)

USD · as of 2026-07-29 · marketstack

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Institutional ownership· 13F filers holding SCHQ · 2026-Q1 methodology → sources →

120 holders

% of shares outstanding held

—

Shares held (13F)

15,368,676

Reporting holders

120

Top holders

largest 100 of 120 · Δ vs 2025-Q4

#	Holder	Shares	Value	% of shares out	Δ QoQ
1	ENVESTNET ASSET MANAGEMENT INC	3,988,6904.0M	$125M	—	TRIM -34%
2	LPL Financial LLC	1,360,1751.4M	$43M	—	TRIM -29%
3	Mirae Asset Global Investments Co., Ltd.	977,627977,627	$31M	—	TRIM -24%
4	MML INVESTORS SERVICES, LLC	976,422976,422	$31M	—	TRIM -41%
5	Tidal Investments LLC	676,157676,157	$21M	—	ADD 113%
6	Carolina Wealth Advisors, LLC	564,266564,266	$18M	—	TRIM -3%
7	SFMG, LLC	540,812540,812	$17M	—	ADD 13%
8	Werba Rubin Papier Wealth Management	478,692478,692	$15M	—	—
9	WELLS FARGO & COMPANY/MN	469,286469,286	$15M	—	ADD 39%
10	JPMORGAN CHASE & CO	419,782419,782	$13M	—	TRIM -30%
11	Cetera Investment Advisers	372,644372,644	$12M	—	TRIM -25%
12	L2 Asset Management, LLC	324,933324,933	$10M	—	ADD 100%
13	MORGAN STANLEY	312,529312,529	$10M	—	TRIM -34%
14	Bank of New York Mellon Corp	285,707285,707	$9M	—	ADD 103%
15	PARK AVENUE SECURITIES LLC	249,508249,508	$8M	—	TRIM -36%
16	Summit Financial, LLC	189,078189,078	$6M	—	ADD 115%
17	Beacon Bridge Wealth Partners, LLC	176,856176,856	$6M	—	—
18	Centric Wealth Management	164,686164,686	$5M	—	ADD 6%
19	AMERIPRISE FINANCIAL INC	160,810160,810	$5M	—	—
20	ROYAL BANK OF CANADA	150,316150,316	$5M	—	—
21	Attessa Capital LLC	123,516123,516	$4M	—	—
22	GOLDMAN SACHS GROUP INC	118,727118,727	$4M	—	TRIM -57%
23	Professional Financial Management, Inc.	102,093102,093	$3M	—	ADD 6%
24	WBH ADVISORY INC	95,28595,285	$3M	—	TRIM -26%
25	WT Wealth Management	91,05291,052	$3M	—	TRIM -4%
26	Envestnet Portfolio Solutions, Inc.	90,52490,524	$3M	—	TRIM -29%
27	Charles Schwab Trust Co	85,31585,315	$3M	—	ADD 24%
28	COLLECTIVE FAMILY OFFICE LLC	79,31679,316	$2M	—	TRIM -6%
29	BANK OF AMERICA CORP /DE/	77,50877,508	$2M	—	TRIM -5%
30	MFG WEALTH MANAGEMENT, INC.	73,33273,332	$2M	—	ADD 5%
31	GTS SECURITIES LLC	69,65369,653	$2M	—	TRIM -54%
32	BANK OF NOVA SCOTIA	68,20068,200	$2M	—	—
33	Sequoia Financial Advisors, LLC	62,30462,304	$2M	—	TRIM -26%
34	Sanctuary Advisors, LLC	57,65557,655	$2M	—	TRIM -20%
35	Waverly Advisors, LLC	55,22055,220	$2M	—	TRIM -11%
36	RAYMOND JAMES FINANCIAL INC	53,74553,745	$2M	—	ADD 17%
37	Mutual Advisors, LLC	53,39853,398	$2M	—	TRIM -11%
38	Fermata Advisors, LLC	52,56552,565	$2M	—	—
39	Tower Research Capital LLC (TRC)	49,84049,840	$2M	—	NEW
40	NorthRock Partners, LLC	49,13049,130	$2M	—	TRIM -25%
41	Galvin, Gaustad & Stein, LLC	48,04548,045	$2M	—	TRIM -37%
42	Foundations Investment Advisors, LLC	47,75347,753	$2M	—	ADD 9%
43	SUSQUEHANNA INTERNATIONAL GROUP, LLP	47,68347,683	$1M	—	NEW
44	O'SHAUGHNESSY ASSET MANAGEMENT, LLC	44,93044,930	$1M	—	ADD 165%
45	Barden Capital Management, Inc.	44,16544,165	$1M	—	—
46	CWM, LLC	38,84638,846	$1M	—	TRIM -3%
47	Seek First Inc.	37,20737,207	$1M	—	ADD 8%
48	Faithward Advisors, LLC	36,54536,545	$1M	—	ADD 27%
49	World Investment Advisors	35,70335,703	$1M	—	NEW
50	Smart Money Group LLC	34,93734,937	$1M	—	ADD 47%
51	Antonelli Financial Advisors, LLC	32,30132,301	$1M	—	ADD 8%
52	Frisch Financial Group, Inc.	31,82031,820	$1M	—	NEW
53	IFP Advisors, Inc	31,08831,088	$977,096	—	ADD 48%
54	Invst, LLC	30,06330,063	$944,866	—	TRIM -43%
55	GRANVILLE CAPITAL, INC.	24,15724,157	$759,269	—	ADD 2%
56	JANE STREET GROUP, LLC	22,64422,644	$711,701	—	TRIM -43%
57	Integrated Wealth Concepts LLC	21,91421,914	$688,764	—	NEW
58	Sellwood Investment Partners LLC	21,42321,423	$673,325	—	ADD 20%
59	Regal Investment Advisors LLC	21,40021,400	$672,602	—	TRIM -29%
60	Downshift Financial, LLC	21,04821,048	$657,949	—	ADD 2%
61	Strategic Blueprint, LLC	20,71320,713	$651,010	—	TRIM -3%
62	OSAIC HOLDINGS, INC.	19,64119,641	$617,450	—	ADD 3%
63	EXENCIAL WEALTH ADVISORS, LLC	16,25316,253	$510,829	—	—
64	SILVERLAKE WEALTH MANAGEMENT LLC	14,89414,894	$468,129	—	TRIM -28%
65	Bryn Mawr Trust Advisors, LLC	14,74714,747	$463,498	—	TRIM -17%
66	TOTAL INVESTMENT MANAGEMENT INC	14,61014,610	$459,191	—	—
67	Milestones Private Investment Advisors LLC	12,58812,588	$395,641	—	—
68	Rockefeller Capital Management L.P.	12,52012,520	$393,504	—	NEW
69	Cambridge Investment Research Advisors, Inc.	12,04612,046	$379,000	—	TRIM -32%
70	Keystone Global Partners, LLC	11,10611,106	$349,049	—	TRIM -67%
71	RITHOLTZ WEALTH MANAGEMENT	10,77710,777	$338,721	—	NEW
72	Transamerica Financial Advisors, LLC	10,76710,767	$338,427	—	ADD 19%
73	Hayek Kallen Investment Management	10,59010,590	$333,000	—	NEW
74	WEALTHGARDEN F.S. LLC	9,6489,648	$303,225	—	ADD 19%
75	HRT FINANCIAL LP	9,5879,587	$301,000	—	ADD 2%
76	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	9,3779,377	$294,907	—	TRIM -82%
77	CREATIVE FINANCIAL DESIGNS INC /ADV	8,3798,379	$263,352	—	ADD 73%
78	XTX Topco Ltd	8,1628,162	$256,532	—	NEW
79	Independent Advisor Alliance	8,1268,126	$255,400	—	NEW
80	Madden Advisory Services, Inc.	8,1068,106	$254,781	—	ADD 8%
81	Orion Porfolio Solutions, LLC	7,9337,933	$249,324	—	TRIM -59%
82	Strategic Advocates LLC	7,6087,608	$239,119	—	ADD 8%
83	Jacobs Equity LLC	7,4357,435	$233,682	—	ADD 5%
84	Compound Planning, Inc.	7,3757,375	$231,796	—	NEW
85	RDA Financial Network	7,2347,234	$227,365	—	TRIM -38%
86	COMMONWEALTH EQUITY SERVICES, LLC	7,2097,209	$226,580	—	TRIM -72%
87	Triumph Capital Management	6,3286,328	$198,889	—	NEW
88	Farther Finance Advisors, LLC	5,9695,969	$186,760	—	ADD 19%
89	United Financial Planning Group LLC	5,7185,718	$179,717	—	NEW
90	GeoWealth Management, LLC	5,6845,684	$178,645	—	TRIM -45%
91	Advisory Services Network, LLC	5,1655,165	$162,349	—	NEW
92	EverSource Wealth Advisors, LLC	3,8513,851	$121,037	—	—
93	Scarborough Advisors, LLC	3,4903,490	$109,688	—	NEW
94	SouthState Bank Corp	2,9902,990	$93,971	—	NEW
95	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	2,7922,792	$87,753	—	NEW
96	Aptus Capital Advisors, LLC	2,2462,246	$70,592	—	TRIM -37%
97	BlackRock, Inc.	2,0102,010	$63,174	—	TRIM -43%
98	Atlantic Union Bankshares Corp	1,8791,879	$59,072	—	NEW
99	ATLAS CAPITAL ADVISORS INC.	1,6061,606	$50,476	—	—
100	Smartleaf Asset Management LLC	1,3541,354	$42,570	—	TRIM -4%

Rows rank by the value each filer reported — 13F filers price their own positions, so a holder with fewer shares can rank just above one with more.

Holder trends· top 15 holders · shares held over 6 quarters

green added · red trimmed

Holder

2024-Q4

2025-Q1

2025-Q2

2025-Q3

2025-Q4

2026-Q1

Latest value

ENVESTNET ASSET MANAGEMENT INC

831K

3.8M

3.1M

3.0M

6.1M

4.0M

$125M

LPL Financial LLC

250K

1.0M

952K

914K

1.9M

1.4M

$43M

Mirae Asset Global Investments Co., Ltd.

1.2M

1.3M

1.4M

1.3M

978K

$31M

MML INVESTORS SERVICES, LLC

216K

965K

816K

830K

1.6M

976K

$31M

Tidal Investments LLC

—

764K

686K

444K

317K

676K

$21M

Carolina Wealth Advisors, LLC

—

29K

586K

580K

564K

$18M

SFMG, LLC

275K

294K

333K

418K

477K

541K

$17M

Werba Rubin Papier Wealth Management

305K

633K

578K

507K

483K

479K

$15M

WELLS FARGO & COMPANY/MN

—

32K

338K

469K

$15M

JPMORGAN CHASE & CO

133K

486K

374K

750K

602K

420K

$13M

Cetera Investment Advisers

42K

330K

252K

283K

497K

373K

$12M

L2 Asset Management, LLC

142K

146K

158K

157K

162K

325K

$10M

MORGAN STANLEY

210K

319K

346K

614K

474K

313K

$10M

Bank of New York Mellon Corp

102K

17K

149K

47K

141K

286K

$9M

PARK AVENUE SECURITIES LLC

47K

—

199K

185K

389K

250K

$8M

Shares reported each quarter by the largest current holders. Green = added vs the prior filing, red = trimmed, grey = roughly held; a dash is a quarter with no 13F on file (a gap is skipped, not read as an exit). 13F is filed up to 45 days after quarter-end. Up to 40 quarters (10 years) available — use the selector above.

Institutional footprint by quarter

Holder count only — too few computable %-of-shares-outstanding quarters for a % pane. Line breaks are quarters with no 13F record, never interpolated.

Quarter	Holders	Shares held	% shares out	Value held
2026-Q1	120	15,368,676	—	$483M
2025-Q4	119	19,598,280	—	$621M
2025-Q3	112	14,365,039	—	$464M
2025-Q2	107	13,594,038	—	$433M
2025-Q1	103	17,571,513	—	$575M
2024-Q4	104	11,116,850	—	$349M
2024-Q3	107	14,896,849	—	$521M
2024-Q2	92	13,433,541	—	$441M
2024-Q1	89	13,418,636	—	$453M
2023-Q4	94	13,733,326	—	$481M
2023-Q3	59	9,854,636	—	$312M

Short interest has its own tab now — open SI →

Source: SEC Form 13F — every institution manager (≥ $100M in 13F securities) reporting a long US-listed position, across ~10,250 filers over 10 years of history. 13F is long-only, US-listed, filed up to 45 days after quarter-end.

Institutional ownership· 13F filers holding SCHQ · 2026-Q1 methodology → sources →

120 holders

% of shares outstanding held

—

Shares held (13F)

15,368,676

Reporting holders

120

Top holders

largest 100 of 120 · Δ vs 2025-Q4

#	Holder	Shares	Value	% of shares out	Δ QoQ
1	ENVESTNET ASSET MANAGEMENT INC	3,988,6904.0M	$125M	—	TRIM -34%
2	LPL Financial LLC	1,360,1751.4M	$43M	—	TRIM -29%
3	Mirae Asset Global Investments Co., Ltd.	977,627977,627	$31M	—	TRIM -24%
4	MML INVESTORS SERVICES, LLC	976,422976,422	$31M	—	TRIM -41%
5	Tidal Investments LLC	676,157676,157	$21M	—	ADD 113%
6	Carolina Wealth Advisors, LLC	564,266564,266	$18M	—	TRIM -3%
7	SFMG, LLC	540,812540,812	$17M	—	ADD 13%
8	Werba Rubin Papier Wealth Management	478,692478,692	$15M	—	—
9	WELLS FARGO & COMPANY/MN	469,286469,286	$15M	—	ADD 39%
10	JPMORGAN CHASE & CO	419,782419,782	$13M	—	TRIM -30%
11	Cetera Investment Advisers	372,644372,644	$12M	—	TRIM -25%
12	L2 Asset Management, LLC	324,933324,933	$10M	—	ADD 100%
13	MORGAN STANLEY	312,529312,529	$10M	—	TRIM -34%
14	Bank of New York Mellon Corp	285,707285,707	$9M	—	ADD 103%
15	PARK AVENUE SECURITIES LLC	249,508249,508	$8M	—	TRIM -36%
16	Summit Financial, LLC	189,078189,078	$6M	—	ADD 115%
17	Beacon Bridge Wealth Partners, LLC	176,856176,856	$6M	—	—
18	Centric Wealth Management	164,686164,686	$5M	—	ADD 6%
19	AMERIPRISE FINANCIAL INC	160,810160,810	$5M	—	—
20	ROYAL BANK OF CANADA	150,316150,316	$5M	—	—
21	Attessa Capital LLC	123,516123,516	$4M	—	—
22	GOLDMAN SACHS GROUP INC	118,727118,727	$4M	—	TRIM -57%
23	Professional Financial Management, Inc.	102,093102,093	$3M	—	ADD 6%
24	WBH ADVISORY INC	95,28595,285	$3M	—	TRIM -26%
25	WT Wealth Management	91,05291,052	$3M	—	TRIM -4%
26	Envestnet Portfolio Solutions, Inc.	90,52490,524	$3M	—	TRIM -29%
27	Charles Schwab Trust Co	85,31585,315	$3M	—	ADD 24%
28	COLLECTIVE FAMILY OFFICE LLC	79,31679,316	$2M	—	TRIM -6%
29	BANK OF AMERICA CORP /DE/	77,50877,508	$2M	—	TRIM -5%
30	MFG WEALTH MANAGEMENT, INC.	73,33273,332	$2M	—	ADD 5%
31	GTS SECURITIES LLC	69,65369,653	$2M	—	TRIM -54%
32	BANK OF NOVA SCOTIA	68,20068,200	$2M	—	—
33	Sequoia Financial Advisors, LLC	62,30462,304	$2M	—	TRIM -26%
34	Sanctuary Advisors, LLC	57,65557,655	$2M	—	TRIM -20%
35	Waverly Advisors, LLC	55,22055,220	$2M	—	TRIM -11%
36	RAYMOND JAMES FINANCIAL INC	53,74553,745	$2M	—	ADD 17%
37	Mutual Advisors, LLC	53,39853,398	$2M	—	TRIM -11%
38	Fermata Advisors, LLC	52,56552,565	$2M	—	—
39	Tower Research Capital LLC (TRC)	49,84049,840	$2M	—	NEW
40	NorthRock Partners, LLC	49,13049,130	$2M	—	TRIM -25%
41	Galvin, Gaustad & Stein, LLC	48,04548,045	$2M	—	TRIM -37%
42	Foundations Investment Advisors, LLC	47,75347,753	$2M	—	ADD 9%
43	SUSQUEHANNA INTERNATIONAL GROUP, LLP	47,68347,683	$1M	—	NEW
44	O'SHAUGHNESSY ASSET MANAGEMENT, LLC	44,93044,930	$1M	—	ADD 165%
45	Barden Capital Management, Inc.	44,16544,165	$1M	—	—
46	CWM, LLC	38,84638,846	$1M	—	TRIM -3%
47	Seek First Inc.	37,20737,207	$1M	—	ADD 8%
48	Faithward Advisors, LLC	36,54536,545	$1M	—	ADD 27%
49	World Investment Advisors	35,70335,703	$1M	—	NEW
50	Smart Money Group LLC	34,93734,937	$1M	—	ADD 47%
51	Antonelli Financial Advisors, LLC	32,30132,301	$1M	—	ADD 8%
52	Frisch Financial Group, Inc.	31,82031,820	$1M	—	NEW
53	IFP Advisors, Inc	31,08831,088	$977,096	—	ADD 48%
54	Invst, LLC	30,06330,063	$944,866	—	TRIM -43%
55	GRANVILLE CAPITAL, INC.	24,15724,157	$759,269	—	ADD 2%
56	JANE STREET GROUP, LLC	22,64422,644	$711,701	—	TRIM -43%
57	Integrated Wealth Concepts LLC	21,91421,914	$688,764	—	NEW
58	Sellwood Investment Partners LLC	21,42321,423	$673,325	—	ADD 20%
59	Regal Investment Advisors LLC	21,40021,400	$672,602	—	TRIM -29%
60	Downshift Financial, LLC	21,04821,048	$657,949	—	ADD 2%
61	Strategic Blueprint, LLC	20,71320,713	$651,010	—	TRIM -3%
62	OSAIC HOLDINGS, INC.	19,64119,641	$617,450	—	ADD 3%
63	EXENCIAL WEALTH ADVISORS, LLC	16,25316,253	$510,829	—	—
64	SILVERLAKE WEALTH MANAGEMENT LLC	14,89414,894	$468,129	—	TRIM -28%
65	Bryn Mawr Trust Advisors, LLC	14,74714,747	$463,498	—	TRIM -17%
66	TOTAL INVESTMENT MANAGEMENT INC	14,61014,610	$459,191	—	—
67	Milestones Private Investment Advisors LLC	12,58812,588	$395,641	—	—
68	Rockefeller Capital Management L.P.	12,52012,520	$393,504	—	NEW
69	Cambridge Investment Research Advisors, Inc.	12,04612,046	$379,000	—	TRIM -32%
70	Keystone Global Partners, LLC	11,10611,106	$349,049	—	TRIM -67%
71	RITHOLTZ WEALTH MANAGEMENT	10,77710,777	$338,721	—	NEW
72	Transamerica Financial Advisors, LLC	10,76710,767	$338,427	—	ADD 19%
73	Hayek Kallen Investment Management	10,59010,590	$333,000	—	NEW
74	WEALTHGARDEN F.S. LLC	9,6489,648	$303,225	—	ADD 19%
75	HRT FINANCIAL LP	9,5879,587	$301,000	—	ADD 2%
76	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	9,3779,377	$294,907	—	TRIM -82%
77	CREATIVE FINANCIAL DESIGNS INC /ADV	8,3798,379	$263,352	—	ADD 73%
78	XTX Topco Ltd	8,1628,162	$256,532	—	NEW
79	Independent Advisor Alliance	8,1268,126	$255,400	—	NEW
80	Madden Advisory Services, Inc.	8,1068,106	$254,781	—	ADD 8%
81	Orion Porfolio Solutions, LLC	7,9337,933	$249,324	—	TRIM -59%
82	Strategic Advocates LLC	7,6087,608	$239,119	—	ADD 8%
83	Jacobs Equity LLC	7,4357,435	$233,682	—	ADD 5%
84	Compound Planning, Inc.	7,3757,375	$231,796	—	NEW
85	RDA Financial Network	7,2347,234	$227,365	—	TRIM -38%
86	COMMONWEALTH EQUITY SERVICES, LLC	7,2097,209	$226,580	—	TRIM -72%
87	Triumph Capital Management	6,3286,328	$198,889	—	NEW
88	Farther Finance Advisors, LLC	5,9695,969	$186,760	—	ADD 19%
89	United Financial Planning Group LLC	5,7185,718	$179,717	—	NEW
90	GeoWealth Management, LLC	5,6845,684	$178,645	—	TRIM -45%
91	Advisory Services Network, LLC	5,1655,165	$162,349	—	NEW
92	EverSource Wealth Advisors, LLC	3,8513,851	$121,037	—	—
93	Scarborough Advisors, LLC	3,4903,490	$109,688	—	NEW
94	SouthState Bank Corp	2,9902,990	$93,971	—	NEW
95	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	2,7922,792	$87,753	—	NEW
96	Aptus Capital Advisors, LLC	2,2462,246	$70,592	—	TRIM -37%
97	BlackRock, Inc.	2,0102,010	$63,174	—	TRIM -43%
98	Atlantic Union Bankshares Corp	1,8791,879	$59,072	—	NEW
99	ATLAS CAPITAL ADVISORS INC.	1,6061,606	$50,476	—	—
100	Smartleaf Asset Management LLC	1,3541,354	$42,570	—	TRIM -4%

Rows rank by the value each filer reported — 13F filers price their own positions, so a holder with fewer shares can rank just above one with more.

Holder trends· top 15 holders · shares held over 6 quarters

green added · red trimmed

Holder

2024-Q4

2025-Q1

2025-Q2

2025-Q3

2025-Q4

2026-Q1

Latest value

ENVESTNET ASSET MANAGEMENT INC

831K

3.8M

3.1M

3.0M

6.1M

4.0M

$125M

LPL Financial LLC

250K

1.0M

952K

914K

1.9M

1.4M

$43M

Mirae Asset Global Investments Co., Ltd.

1.2M

1.3M

1.4M

1.3M

978K

$31M

MML INVESTORS SERVICES, LLC

216K

965K

816K

830K

1.6M

976K

$31M

Tidal Investments LLC

—

764K

686K

444K

317K

676K

$21M

Carolina Wealth Advisors, LLC

—

29K

586K

580K

564K

$18M

SFMG, LLC

275K

294K

333K

418K

477K

541K

$17M

Werba Rubin Papier Wealth Management

305K

633K

578K

507K

483K

479K

$15M

WELLS FARGO & COMPANY/MN

—

32K

338K

469K

$15M

JPMORGAN CHASE & CO

133K

486K

374K

750K

602K

420K

$13M

Cetera Investment Advisers

42K

330K

252K

283K

497K

373K

$12M

L2 Asset Management, LLC

142K

146K

158K

157K

162K

325K

$10M

MORGAN STANLEY

210K

319K

346K

614K

474K

313K

$10M

Bank of New York Mellon Corp

102K

17K

149K

47K

141K

286K

$9M

PARK AVENUE SECURITIES LLC

47K

—

199K

185K

389K

250K

$8M

Institutional footprint by quarter

Holder count only — too few computable %-of-shares-outstanding quarters for a % pane. Line breaks are quarters with no 13F record, never interpolated.

Quarter	Holders	Shares held	% shares out	Value held
2026-Q1	120	15,368,676	—	$483M
2025-Q4	119	19,598,280	—	$621M
2025-Q3	112	14,365,039	—	$464M
2025-Q2	107	13,594,038	—	$433M
2025-Q1	103	17,571,513	—	$575M
2024-Q4	104	11,116,850	—	$349M
2024-Q3	107	14,896,849	—	$521M
2024-Q2	92	13,433,541	—	$441M
2024-Q1	89	13,418,636	—	$453M
2023-Q4	94	13,733,326	—	$481M
2023-Q3	59	9,854,636	—	$312M

Short interest has its own tab now — open SI →

SCHQ☆

Institutional ownership· 13F filers holding SCHQ · 2026-Q1 methodology → sources →

Top holders

Holder trends· top 15 holders · shares held over 6 quarters

Institutional footprint by quarter

Institutional ownership· 13F filers holding SCHQ · 2026-Q1 methodology → sources →

Top holders

Holder trends· top 15 holders · shares held over 6 quarters

Institutional footprint by quarter

SCHQ