SLQD

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$50.15

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USD · as of 2026-07-29 · marketstack

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

244 holders

% of shares outstanding held

—

Shares held (13F)

29,735,963

Reporting holders

244

Top holders

largest 100 of 244 · Δ vs 2025-Q4

#	Holder	Shares	Value	% of shares out	Δ QoQ
1	MORGAN STANLEY	2,377,2622.4M	$120M	—	—
2	Allspring Global Investments Holdings, LLC	2,077,1682.1M	$105M	—	—
3	LJI Wealth Management, LLC	1,367,6261.4M	$69M	—	ADD 5%
4	UBS Group AG	1,158,6281.2M	$58M	—	ADD 3%
5	LPL Financial LLC	1,107,4431.1M	$56M	—	TRIM -4%
6	MAI Capital Management	1,083,6871.1M	$55M	—	ADD 5%
7	World Investment Advisors	1,032,4541.0M	$52M	—	ADD 4%
8	Bramshill Investments, LLC	997,002997,002	$50M	—	—
9	FARMERS & MERCHANTS INVESTMENTS INC	970,988970,988	$49M	—	—
10	AMERIPRISE FINANCIAL INC	828,129828,129	$42M	—	ADD 2%
11	ROYAL BANK OF CANADA	787,808787,808	$40M	—	ADD 15%
12	Crews Bank & Trust	759,580759,580	$38M	—	ADD 3%
13	RAYMOND JAMES FINANCIAL INC	727,957727,957	$37M	—	ADD 7%
14	BANK OF AMERICA CORP /DE/	595,893595,893	$30M	—	—
15	VOISARD ASSET MANAGEMENT GROUP, INC.	529,983529,983	$27M	—	TRIM -38%
16	Wiser Wealth Management, Inc	491,388491,388	$25M	—	ADD 6%
17	CREATIVE FINANCIAL DESIGNS INC /ADV	469,587469,587	$24M	—	TRIM -4%
18	GREENUP STREET WEALTH MANAGEMENT LLC	458,289458,289	$23M	—	—
19	Vestmark Advisory Solutions, Inc.	396,979396,979	$20M	—	ADD 5%
20	CAMDEN NATIONAL BANK	379,909379,909	$19M	—	ADD 8%
21	Allianz Asset Management GmbH	359,323359,323	$18M	—	—
22	Corient Private Wealth LLC	360,566360,566	$18M	—	TRIM -57%
23	Colonial Trust Advisors	313,171313,171	$16M	—	ADD 7%
24	Cetera Investment Advisers	296,574296,574	$15M	—	—
25	Global Wealth Management Investment Advisory, Inc.	264,985264,985	$13M	—	ADD 2%
26	STIFEL FINANCIAL CORP	255,739255,739	$13M	—	ADD 12%
27	Waterloo Capital, L.P.	241,981241,981	$12M	—	ADD 17%
28	WELLS FARGO & COMPANY/MN	234,880234,880	$12M	—	ADD 3%
29	INTEGRAL INVESTMENT ADVISORS, INC.	229,389229,389	$12M	—	ADD 9%
30	Financiere des Professionnels - Fonds d'investissement inc.	217,300217,300	$11M	—	TRIM -50%
31	ENVESTNET ASSET MANAGEMENT INC	216,147216,147	$11M	—	ADD 14%
32	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	200,898200,898	$10M	—	ADD 16%
33	HighTower Advisors, LLC	194,450194,450	$10M	—	TRIM -3%
34	Colonial Trust Co / SC	192,545192,545	$10M	—	ADD 7%
35	COMMONWEALTH EQUITY SERVICES, LLC	191,024191,024	$10M	—	ADD 24%
36	TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC	179,777179,777	$9M	—	NEW
37	PFG Advisors	164,186164,186	$8M	—	NEW
38	GFS Advisors, LLC	575,340575,340	$8M	—	NEW
39	LaSalle St. Investment Advisors, LLC	159,906159,906	$8M	—	—
40	Saiph Capital, LLC	149,449149,449	$8M	—	TRIM -4%
41	ALTERNA WEALTH MANAGEMENT, INC	147,022147,022	$7M	—	—
42	JPMORGAN CHASE & CO	143,565143,565	$7M	—	ADD 3%
43	Summit Financial, LLC	135,401135,401	$7M	—	TRIM -2%
44	Ifrah Financial Services, Inc.	133,118133,118	$7M	—	TRIM -20%
45	SCOTIA CAPITAL INC.	130,365130,365	$7M	—	TRIM -4%
46	Federation des caisses Desjardins du Quebec	129,381129,381	$7M	—	—
47	NDWM LLC	128,722128,722	$6M	—	ADD 259%
48	Financial Engines Advisors L.L.C.	123,774123,774	$6M	—	TRIM -8%
49	MML INVESTORS SERVICES, LLC	122,147122,147	$6M	—	TRIM -18%
50	Private Advisor Group, LLC	119,580119,580	$6M	—	ADD 6%
51	BlackRock, Inc.	113,347113,347	$6M	—	ADD 3311%
52	LOOMIS SAYLES & CO L P	112,759112,759	$6M	—	TRIM -34%
53	ASSETMARK, INC	108,916108,916	$5M	—	ADD 686%
54	PRINCIPAL SECURITIES, INC.	107,506107,506	$5M	—	—
55	Waverly Advisors, LLC	106,701106,701	$5M	—	ADD 3%
56	Lido Advisors, LLC	103,890103,890	$5M	—	—
57	Sanctuary Advisors, LLC	103,791103,791	$5M	—	ADD 19%
58	River Wealth Advisors LLC	103,130103,130	$5M	—	TRIM -5%
59	Harel Insurance Investments & Financial Services Ltd.	102,652102,652	$5M	—	ADD 3%
60	JT Stratford LLC	101,181101,181	$5M	—	—
61	Quantinno Capital Management LP	100,826100,826	$5M	—	ADD 7%
62	Kathmere Capital Management, LLC	100,297100,297	$5M	—	ADD 7%
63	DecisionPoint Financial, LLC	96,20696,206	$5M	—	ADD 3%
64	Rosenberg Matthew Hamilton	88,87188,871	$4M	—	—
65	TIAA TRUST, NATIONAL ASSOCIATION	84,05384,053	$4M	—	TRIM -70%
66	FAIRVIEW CAPITAL INVESTMENT MANAGEMENT, LLC	81,02681,026	$4M	—	—
67	Trail Ridge Investment Advisors, LLC	79,98979,989	$4M	—	—
68	Belpointe Asset Management LLC	77,09977,099	$4M	—	ADD 20%
69	Townsend Financial Planning, LLC	71,49471,494	$4M	—	ADD 6%
70	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	71,39271,392	$4M	—	TRIM -18%
71	OSAIC HOLDINGS, INC.	69,47469,474	$4M	—	TRIM -20%
72	JANE STREET GROUP, LLC	68,66268,662	$3M	—	ADD 810%
73	JGP Wealth Management, LLC	60,69260,692	$3M	—	ADD 8%
74	Rockbridge Investment Management, LCC	60,35860,358	$3M	—	—
75	Turn8 Private Wealth Inc.	60,14260,142	$3M	—	ADD 28%
76	IFP Advisors, Inc	59,65459,654	$3M	—	ADD 8%
77	TD Waterhouse Canada Inc.	58,40458,404	$3M	—	ADD 7%
78	GOLDMAN SACHS GROUP INC	57,03157,031	$3M	—	TRIM -8%
79	JONES FINANCIAL COMPANIES LLLP	56,78156,781	$3M	—	TRIM -5%
80	Sugar Maple Asset Management, LLC	56,45956,459	$3M	—	TRIM -18%
81	Fonville Wealth Management LLC	55,53055,530	$3M	—	TRIM -5%
82	Obsido Oy	54,86154,861	$3M	—	—
83	Cambridge Investment Research Advisors, Inc.	54,68054,680	$3M	—	ADD 17%
84	CITADEL ADVISORS LLC	52,93352,933	$3M	—	NEW
85	Life Planning Partners, Inc	49,85049,850	$3M	—	ADD 5%
86	Portus Wealth Advisors, LLC	49,83449,834	$3M	—	ADD 10%
87	Mariner, LLC	45,42945,429	$2M	—	TRIM -7%
88	Topor & Co. Korea	42,55742,557	$2M	—	—
89	American Wealth Advisors, LLC	42,21242,212	$2M	—	—
90	Argent Advisors, Inc.	41,90841,908	$2M	—	—
91	BANK OF MONTREAL /CAN/	40,90240,902	$2M	—	—
92	VISTA INVESTMENT MANAGEMENT	40,72140,721	$2M	—	TRIM -5%
93	Charter Oak Capital Management, LLC	39,85239,852	$2M	—	TRIM -31%
94	Bank Julius Baer & Co. Ltd, Zurich	38,71338,713	$2M	—	ADD 21%
95	Laurel Wealth Advisors LLC	38,58338,583	$2M	—	TRIM -4%
96	StoneX Group Inc.	37,67837,678	$2M	—	ADD 49%
97	Biondo Investment Advisors, LLC	34,89334,893	$2M	—	ADD 7%
98	Cosner Financial Group, LLC	32,56532,565	$2M	—	—
99	Curi Capital, LLC	32,46232,462	$2M	—	—
100	IPG Investment Advisors LLC	32,25732,257	$2M	—	ADD 57%

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

MORGAN STANLEY

2.3M

2.4M

$120M

Allspring Global Investments Holdings, LLC

835K

1.8M

2.1M

$105M

LJI Wealth Management, LLC

1.1M

1.2M

1.3M

1.4M

$69M

UBS Group AG

1.1M

1.2M

$58M

LPL Financial LLC

1.0M

1.1M

1.2M

1.1M

1.2M

1.1M

$56M

MAI Capital Management

802K

854K

880K

951K

1.0M

1.1M

$55M

World Investment Advisors

837K

870K

947K

971K

994K

1.0M

$52M

Bramshill Investments, LLC

360K

927K

954K

967K

998K

997K

$50M

FARMERS & MERCHANTS INVESTMENTS INC

1.0M

988K

968K

971K

$49M

AMERIPRISE FINANCIAL INC

808K

856K

888K

937K

811K

828K

$42M

ROYAL BANK OF CANADA

530K

547K

1.2M

666K

688K

788K

$40M

Crews Bank & Trust

631K

637K

651K

684K

736K

760K

$38M

RAYMOND JAMES FINANCIAL INC

1.1M

691K

678K

728K

$37M

BANK OF AMERICA CORP /DE/

722K

691K

676K

630K

589K

596K

$30M

VOISARD ASSET MANAGEMENT GROUP, INC.

456K

672K

740K

801K

850K

530K

$27M

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	244	29,735,963	—	$1.5B
2025-Q4	254	29,787,301	—	$1.5B
2025-Q3	243	29,932,394	—	$1.5B
2025-Q2	245	28,084,360	—	$1.4B
2025-Q1	243	27,573,203	—	$1.4B
2024-Q4	246	26,398,803	—	$1.3B
2024-Q3

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 SLQD · 2026-Q1 methodology → sources →

244 holders

% of shares outstanding held

—

Shares held (13F)

29,735,963

Reporting holders

244

Top holders

largest 100 of 244 · Δ vs 2025-Q4

#	Holder	Shares	Value	% of shares out	Δ QoQ
1	MORGAN STANLEY	2,377,2622.4M	$120M	—	—
2	Allspring Global Investments Holdings, LLC	2,077,1682.1M	$105M	—	—
3	LJI Wealth Management, LLC	1,367,6261.4M	$69M	—	ADD 5%
4	UBS Group AG	1,158,6281.2M	$58M	—	ADD 3%
5	LPL Financial LLC	1,107,4431.1M	$56M	—	TRIM -4%
6	MAI Capital Management	1,083,6871.1M	$55M	—	ADD 5%
7	World Investment Advisors	1,032,4541.0M	$52M	—	ADD 4%
8	Bramshill Investments, LLC	997,002997,002	$50M	—	—
9	FARMERS & MERCHANTS INVESTMENTS INC	970,988970,988	$49M	—	—
10	AMERIPRISE FINANCIAL INC	828,129828,129	$42M	—	ADD 2%
11	ROYAL BANK OF CANADA	787,808787,808	$40M	—	ADD 15%
12	Crews Bank & Trust	759,580759,580	$38M	—	ADD 3%
13	RAYMOND JAMES FINANCIAL INC	727,957727,957	$37M	—	ADD 7%
14	BANK OF AMERICA CORP /DE/	595,893595,893	$30M	—	—
15	VOISARD ASSET MANAGEMENT GROUP, INC.	529,983529,983	$27M	—	TRIM -38%
16	Wiser Wealth Management, Inc	491,388491,388	$25M	—	ADD 6%
17	CREATIVE FINANCIAL DESIGNS INC /ADV	469,587469,587	$24M	—	TRIM -4%
18	GREENUP STREET WEALTH MANAGEMENT LLC	458,289458,289	$23M	—	—
19	Vestmark Advisory Solutions, Inc.	396,979396,979	$20M	—	ADD 5%
20	CAMDEN NATIONAL BANK	379,909379,909	$19M	—	ADD 8%
21	Allianz Asset Management GmbH	359,323359,323	$18M	—	—
22	Corient Private Wealth LLC	360,566360,566	$18M	—	TRIM -57%
23	Colonial Trust Advisors	313,171313,171	$16M	—	ADD 7%
24	Cetera Investment Advisers	296,574296,574	$15M	—	—
25	Global Wealth Management Investment Advisory, Inc.	264,985264,985	$13M	—	ADD 2%
26	STIFEL FINANCIAL CORP	255,739255,739	$13M	—	ADD 12%
27	Waterloo Capital, L.P.	241,981241,981	$12M	—	ADD 17%
28	WELLS FARGO & COMPANY/MN	234,880234,880	$12M	—	ADD 3%
29	INTEGRAL INVESTMENT ADVISORS, INC.	229,389229,389	$12M	—	ADD 9%
30	Financiere des Professionnels - Fonds d'investissement inc.	217,300217,300	$11M	—	TRIM -50%
31	ENVESTNET ASSET MANAGEMENT INC	216,147216,147	$11M	—	ADD 14%
32	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	200,898200,898	$10M	—	ADD 16%
33	HighTower Advisors, LLC	194,450194,450	$10M	—	TRIM -3%
34	Colonial Trust Co / SC	192,545192,545	$10M	—	ADD 7%
35	COMMONWEALTH EQUITY SERVICES, LLC	191,024191,024	$10M	—	ADD 24%
36	TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC	179,777179,777	$9M	—	NEW
37	PFG Advisors	164,186164,186	$8M	—	NEW
38	GFS Advisors, LLC	575,340575,340	$8M	—	NEW
39	LaSalle St. Investment Advisors, LLC	159,906159,906	$8M	—	—
40	Saiph Capital, LLC	149,449149,449	$8M	—	TRIM -4%
41	ALTERNA WEALTH MANAGEMENT, INC	147,022147,022	$7M	—	—
42	JPMORGAN CHASE & CO	143,565143,565	$7M	—	ADD 3%
43	Summit Financial, LLC	135,401135,401	$7M	—	TRIM -2%
44	Ifrah Financial Services, Inc.	133,118133,118	$7M	—	TRIM -20%
45	SCOTIA CAPITAL INC.	130,365130,365	$7M	—	TRIM -4%
46	Federation des caisses Desjardins du Quebec	129,381129,381	$7M	—	—
47	NDWM LLC	128,722128,722	$6M	—	ADD 259%
48	Financial Engines Advisors L.L.C.	123,774123,774	$6M	—	TRIM -8%
49	MML INVESTORS SERVICES, LLC	122,147122,147	$6M	—	TRIM -18%
50	Private Advisor Group, LLC	119,580119,580	$6M	—	ADD 6%
51	BlackRock, Inc.	113,347113,347	$6M	—	ADD 3311%
52	LOOMIS SAYLES & CO L P	112,759112,759	$6M	—	TRIM -34%
53	ASSETMARK, INC	108,916108,916	$5M	—	ADD 686%
54	PRINCIPAL SECURITIES, INC.	107,506107,506	$5M	—	—
55	Waverly Advisors, LLC	106,701106,701	$5M	—	ADD 3%
56	Lido Advisors, LLC	103,890103,890	$5M	—	—
57	Sanctuary Advisors, LLC	103,791103,791	$5M	—	ADD 19%
58	River Wealth Advisors LLC	103,130103,130	$5M	—	TRIM -5%
59	Harel Insurance Investments & Financial Services Ltd.	102,652102,652	$5M	—	ADD 3%
60	JT Stratford LLC	101,181101,181	$5M	—	—
61	Quantinno Capital Management LP	100,826100,826	$5M	—	ADD 7%
62	Kathmere Capital Management, LLC	100,297100,297	$5M	—	ADD 7%
63	DecisionPoint Financial, LLC	96,20696,206	$5M	—	ADD 3%
64	Rosenberg Matthew Hamilton	88,87188,871	$4M	—	—
65	TIAA TRUST, NATIONAL ASSOCIATION	84,05384,053	$4M	—	TRIM -70%
66	FAIRVIEW CAPITAL INVESTMENT MANAGEMENT, LLC	81,02681,026	$4M	—	—
67	Trail Ridge Investment Advisors, LLC	79,98979,989	$4M	—	—
68	Belpointe Asset Management LLC	77,09977,099	$4M	—	ADD 20%
69	Townsend Financial Planning, LLC	71,49471,494	$4M	—	ADD 6%
70	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	71,39271,392	$4M	—	TRIM -18%
71	OSAIC HOLDINGS, INC.	69,47469,474	$4M	—	TRIM -20%
72	JANE STREET GROUP, LLC	68,66268,662	$3M	—	ADD 810%
73	JGP Wealth Management, LLC	60,69260,692	$3M	—	ADD 8%
74	Rockbridge Investment Management, LCC	60,35860,358	$3M	—	—
75	Turn8 Private Wealth Inc.	60,14260,142	$3M	—	ADD 28%
76	IFP Advisors, Inc	59,65459,654	$3M	—	ADD 8%
77	TD Waterhouse Canada Inc.	58,40458,404	$3M	—	ADD 7%
78	GOLDMAN SACHS GROUP INC	57,03157,031	$3M	—	TRIM -8%
79	JONES FINANCIAL COMPANIES LLLP	56,78156,781	$3M	—	TRIM -5%
80	Sugar Maple Asset Management, LLC	56,45956,459	$3M	—	TRIM -18%
81	Fonville Wealth Management LLC	55,53055,530	$3M	—	TRIM -5%
82	Obsido Oy	54,86154,861	$3M	—	—
83	Cambridge Investment Research Advisors, Inc.	54,68054,680	$3M	—	ADD 17%
84	CITADEL ADVISORS LLC	52,93352,933	$3M	—	NEW
85	Life Planning Partners, Inc	49,85049,850	$3M	—	ADD 5%
86	Portus Wealth Advisors, LLC	49,83449,834	$3M	—	ADD 10%
87	Mariner, LLC	45,42945,429	$2M	—	TRIM -7%
88	Topor & Co. Korea	42,55742,557	$2M	—	—
89	American Wealth Advisors, LLC	42,21242,212	$2M	—	—
90	Argent Advisors, Inc.	41,90841,908	$2M	—	—
91	BANK OF MONTREAL /CAN/	40,90240,902	$2M	—	—
92	VISTA INVESTMENT MANAGEMENT	40,72140,721	$2M	—	TRIM -5%
93	Charter Oak Capital Management, LLC	39,85239,852	$2M	—	TRIM -31%
94	Bank Julius Baer & Co. Ltd, Zurich	38,71338,713	$2M	—	ADD 21%
95	Laurel Wealth Advisors LLC	38,58338,583	$2M	—	TRIM -4%
96	StoneX Group Inc.	37,67837,678	$2M	—	ADD 49%
97	Biondo Investment Advisors, LLC	34,89334,893	$2M	—	ADD 7%
98	Cosner Financial Group, LLC	32,56532,565	$2M	—	—
99	Curi Capital, LLC	32,46232,462	$2M	—	—
100	IPG Investment Advisors LLC	32,25732,257	$2M	—	ADD 57%

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

MORGAN STANLEY

2.3M

2.4M

$120M

Allspring Global Investments Holdings, LLC

835K

1.8M

2.1M

$105M

LJI Wealth Management, LLC

1.1M

1.2M

1.3M

1.4M

$69M

UBS Group AG

1.1M

1.2M

$58M

LPL Financial LLC

1.0M

1.1M

1.2M

1.1M

1.2M

1.1M

$56M

MAI Capital Management

802K

854K

880K

951K

1.0M

1.1M

$55M

World Investment Advisors

837K

870K

947K

971K

994K

1.0M

$52M

Bramshill Investments, LLC

360K

927K

954K

967K

998K

997K

$50M

FARMERS & MERCHANTS INVESTMENTS INC

1.0M

988K

968K

971K

$49M

AMERIPRISE FINANCIAL INC

808K

856K

888K

937K

811K

828K

$42M

ROYAL BANK OF CANADA

530K

547K

1.2M

666K

688K

788K

$40M

Crews Bank & Trust

631K

637K

651K

684K

736K

760K

$38M

RAYMOND JAMES FINANCIAL INC

1.1M

691K

678K

728K

$37M

BANK OF AMERICA CORP /DE/

722K

691K

676K

630K

589K

596K

$30M

VOISARD ASSET MANAGEMENT GROUP, INC.

456K

672K

740K

801K

850K

530K

$27M

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	244	29,735,963	—	$1.5B
2025-Q4	254	29,787,301	—	$1.5B
2025-Q3	243	29,932,394	—	$1.5B
2025-Q2	245	28,084,360	—	$1.4B
2025-Q1	243	27,573,203	—	$1.4B
2024-Q4	246	26,398,803	—	$1.3B
2024-Q3

Short interest has its own tab now — open SI →

SLQD☆

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

Top holders

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

Institutional footprint by quarter

SLQD