SLQD institutional holders

ISHARES TR · 13F, 2026Q2

Managers holding252
Shares held30,199,291
Reported value$1.5bn
Quarter flows26 new, 105 added, 78 trimmed, 19 exited

Top 25 holders

ManagerSharesValue% of manager's 13F
MORGAN STANLEY2,544,555$128.2m0.0%
Allspring Global Investments Holdings, LLC2,077,168$104.6m0.2%
LJI Wealth Management, LLC1,635,740$82.4m11.5%
MAI Capital Management1,274,393$64.2m0.2%
LPL Financial LLC1,186,359$59.8m0.0%
UBS Group AG1,136,737$57.3m0.0%
World Investment Advisors1,032,454$52.1m0.9%
Bramshill Investments, LLC1,008,271$50.8m3.9%
FARMERS & MERCHANTS INVESTMENTS INC982,350$49.5m1.2%
ROYAL BANK OF CANADA855,934$43.1m0.0%
RAYMOND JAMES FINANCIAL INC824,298$41.5m0.0%
Crews Bank & Trust788,528$39.7m5.2%
BANK OF AMERICA CORP /DE/618,501$31.2m0.0%
Wiser Wealth Management, Inc510,292$25.7m4.9%
AMERIPRISE FINANCIAL INC507,289$25.5m0.0%
NewEdge Advisors, LLC503,384$25.4m0.1%
CREATIVE FINANCIAL DESIGNS INC /ADV448,811$22.6m1.1%
Vestmark Advisory Solutions, Inc.418,807$21.1m0.2%
VOISARD ASSET MANAGEMENT GROUP, INC.394,083$19.8m3.8%
CAMDEN NATIONAL BANK394,035$19.8m2.6%
Allianz Asset Management GmbH367,542$18.5m0.0%
ALLSTATE CORP350,519$17.7m0.2%
Colonial Trust Advisors327,118$16.5m1.1%
Corient Private Wealth LP320,449$16.1m0.0%
Global Wealth Management Investment Advisory, Inc.275,433$13.9m2.0%

Every holder, line by line, and the full history since 2013: yf.Client().holders("SLQD"). SLQD price history · All 13F data

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