$49.32

-0.06 (-0.12%)

Weekly Expected Move ±0.3%

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ETF NASDAQ · AUM $2.3B

Overview Chart Holdings Changes Technicals Analysis Peers Institutions Dark Pool Short Interest Dividends Weather

Institutional Ownership — SLQD

271

Institutional Holders

-1 vs prior quarter

0.0%

Ownership

+0.00pp

Total Invested

New Positions

103

Increased

Reduced

Closed

0.00

Put/Call Ratio

Ownership Trends

Top Institutional Holders (291 total)

#	Holder	Shares	Value	Change	Change %	Holding Period	Filing
1	MORGAN STANLEY	2,544,555	125M	+167,293	+7.0%	50Q	SEC ↗
2	Allspring Global Investments Holdings,	2,077,168	102M	—	+0.0%	18Q	SEC ↗
3	LJI Wealth Management, LLC	1,635,740	81M	+268,114	+19.6%	15Q	SEC ↗
4	MAI Capital Management	1,274,393	63M	+190,706	+17.6%	7Q	SEC ↗
5	LPL Financial LLC	1,186,359	59M	+78,916	+7.1%	49Q	SEC ↗
6	UBS Group AG	1,136,737	56M	-21,891	-1.9%	47Q	SEC ↗
7	World Investment Advisors	1,032,454	51M	—	+0.0%	31Q	SEC ↗
8	Bramshill Investments, LLC	1,008,271	50M	+11,269	+1.1%	14Q	SEC ↗
9	FARMERS & MERCHANTS INVESTMENTS INC	982,350	48M	+11,362	+1.2%	29Q	SEC ↗
10	ROYAL BANK OF CANADA	855,934	42M	+68,126	+8.6%	51Q	SEC ↗
11	RAYMOND JAMES FINANCIAL INC	824,298	41M	+96,341	+13.2%	7Q	SEC ↗
12	Crews Bank & Trust	788,528	39M	+28,948	+3.8%	7Q	SEC ↗
13	BANK OF AMERICA CORP /DE	618,501	31M	+22,608	+3.8%	15Q	SEC ↗
14	Wiser Wealth Management, Inc	510,292	25M	+18,904	+3.8%	14Q	SEC ↗
15	AMERIPRISE FINANCIAL INC	507,289	25M	-320,840	-38.7%	16Q	SEC ↗
16	NewEdge Advisors, LLC	503,384	25M	+16,031	+3.3%	23Q	SEC ↗
17	CREATIVE FINANCIAL DESIGNS INC /ADV	448,811	22M	-20,776	-4.4%	25Q	SEC ↗
18	Allianz Asset Management GmbH	435,942	22M	+76,619	+21.3%	15Q	SEC ↗
19	Vestmark Advisory Solutions, Inc.	418,807	21M	+21,828	+5.5%	5Q	SEC ↗
20	VOISARD ASSET MANAGEMENT GROUP, INC.	394,083	19M	-135,900	-25.6%	8Q	SEC ↗
21	CAMDEN NATIONAL BANK	394,035	19M	+14,126	+3.7%	33Q	SEC ↗
22	ALLSTATE CORP NEW	350,519	17M	—	+0.0%	1Q	SEC ↗
23	Colonial Trust Advisors	327,118	16M	+13,947	+4.5%	16Q	SEC ↗
24	Corient Private Wealth LP	320,449	16M	-40,117	-11.1%	15Q	SEC ↗
25	Global Wealth Management Investment Ad	275,433	14M	+10,448	+3.9%	31Q	SEC ↗
26	Bank Julius Baer & Co. Ltd, Zurich	265,774	13M	+227,061	+586.5%	26Q	SEC ↗
27	Cetera Investment Advisers	264,861	13M	-31,713	-10.7%	27Q	SEC ↗
28	Waterloo Capital, L.P.	256,252	13M	+14,271	+5.9%	10Q	SEC ↗
29	INTEGRAL INVESTMENT ADVISORS, INC.	250,728	12M	+21,339	+9.3%	17Q	SEC ↗
30	WELLS FARGO & COMPANY/MN	243,866	12M	+8,986	+3.8%	40Q	SEC ↗
31	STIFEL FINANCIAL CORP	242,710	12M	-13,029	-5.1%	24Q	SEC ↗
32	NORTHWESTERN MUTUAL WEALTH MANAGEMENT	220,414	11M	+19,516	+9.7%	25Q	SEC ↗
33	ENVESTNET ASSET MANAGEMENT INC	211,186	10M	-4,961	-2.3%	32Q	SEC ↗
34	Colonial Trust Co / SC	199,884	10M	+7,339	+3.8%	16Q	SEC ↗
35	TIAA-CREF INDIVIDUAL & INSTITUTIONAL S	194,079	10M	+14,302	+8.0%	2Q	SEC ↗
36	HighTower Advisors, LLC	189,053	9M	-5,397	-2.8%	37Q	SEC ↗
37	MML INVESTORS SERVICES, LLC	168,814	8M	+46,667	+38.2%	37Q	SEC ↗
38	LaSalle St. Investment Advisors, LLC	168,013	8M	+8,107	+5.1%	4Q	SEC ↗
39	OneDigital Investment Advisors LLC NEW	166,772	8M	—	+0.0%	1Q	SEC ↗
40	LOOMIS SAYLES & CO L P	161,697	8M	+48,938	+43.4%	4Q	SEC ↗
41	Sierra Capital LLC	158,336	8M	-2,322	-1.4%	22Q	SEC ↗
42	JPMORGAN CHASE & CO	151,631	7M	+8,066	+5.6%	33Q	SEC ↗
43	NDWM LLC	150,111	7M	+21,389	+16.6%	11Q	SEC ↗
44	COMMONWEALTH EQUITY SERVICES, LLC	144,592	7M	-46,432	-24.3%	35Q	SEC ↗
45	Saiph Capital, LLC	143,690	7M	-5,759	-3.9%	19Q	SEC ↗
46	Ifrah Financial Services, Inc.	134,345	7M	+1,227	+0.9%	17Q	SEC ↗
47	Summit Financial, LLC	131,484	6M	-3,917	-2.9%	23Q	SEC ↗
48	Federation des caisses Desjardins du Q	130,417	6M	+1,036	+0.8%	34Q	SEC ↗
49	Financial Engines Advisors L.L.C.	127,022	6M	+3,248	+2.6%	17Q	SEC ↗
50	ALTERNA WEALTH MANAGEMENT, INC	119,691	6M	-27,331	-18.6%	14Q	SEC ↗

Recent Activity

New Positions (20)

Holder	Shares	Value
ALLSTATE CORP	350,519	17M
OneDigital Investment Advisors LLC	166,772	8M
Creative Planning	103,440	5M
Focus Partners Advisor Solutions, L	52,937	3M
Ameritas Advisory Services, LLC	39,101	2M
MERCER GLOBAL ADVISORS INC /ADV	38,847	2M
Thrivent Financial for Lutherans	33,001	2M
WIN ADVISORS, INC	20,019	987K
PARSONS CAPITAL MANAGEMENT INC/RI	11,446	565K
Diversify Advisory Services, LLC	8,013	395K
DIVERSIFY WEALTH MANAGEMENT, LLC	8,013	395K
TRB Wealth Management, LLC	7,840	387K
VAQUERO PRIVATE WEALTH, LTD	4,351	215K
U.S. Capital Wealth Advisors, LLC	4,164	205K
Wagner Wealth Management, LLC	3,362	166K
Global Retirement Partners, LLC	3,326	164K
GUYASUTA INVESTMENT ADVISORS INC	2,011	99K
Guardian Partners Inc.	2,000	99K
IFG Advisory, LLC	1,221	60K
Buck Wealth Strategies, LLC	1,021	50K

Sold Out (20)

Holder	Prev Shares	Prev Value
JANE STREET GROUP, LLC	68,662	3M
CITADEL ADVISORS LLC	52,933	3M
RENAISSANCE TECHNOLOGIES LLC	31,582	2M
NOMURA ASSET MANAGEMENT INTERNATION	30,605	2M
Elevation Capital Advisory, LLC	20,169	995K
GC Wealth Management RIA, LLC	16,156	797K
CITIZENS FINANCIAL GROUP INC/RI	13,722	677K
Envestnet Portfolio Solutions, Inc.	12,927	638K
Prospera Financial Services Inc	12,074	595K
BESSEMER GROUP INC	8,507	420K
Adalta Capital Management LLC	6,600	326K
EDMOND DE ROTHSCHILD HOLDING S.A.	6,250	308K
Chesley Taft & Associates LLC	5,700	281K
SUSQUEHANNA INTERNATIONAL GROUP, LL	5,492	271K
Bison Wealth, LLC	5,349	264K
MEITAV INVESTMENT HOUSE LTD	4,775	236K
HRT FINANCIAL LP	4,549	224K
Kovack Advisors, Inc.	4,469	220K
LVZ, Inc.	4,104	202K
WESPAC Advisors SoCal, LLC	3,968	196K

Biggest Increases (20)

Holder	Added	Change %	Total Shares
LJI Wealth Management, LLC	+268,114	+19.6%	1,635,740
Bank Julius Baer & Co. Ltd, Zurich	+227,061	+586.5%	265,774
MAI Capital Management	+190,706	+17.6%	1,274,393
MORGAN STANLEY	+167,293	+7.0%	2,544,555
RAYMOND JAMES FINANCIAL INC	+96,341	+13.2%	824,298
IPG Investment Advisors LLC	+87,026	+269.8%	119,283
LPL Financial LLC	+78,916	+7.1%	1,186,359
Allianz Asset Management GmbH	+76,619	+21.3%	435,942
ROYAL BANK OF CANADA	+68,126	+8.6%	855,934
Kestra Advisory Services, LLC	+53,796	+885.4%	59,872
BNP PARIBAS FINANCIAL MARKETS	+49,920	+62400.0%	50,000
LOOMIS SAYLES & CO L P	+48,938	+43.4%	161,697
MML INVESTORS SERVICES, LLC	+46,667	+38.2%	168,814
Crews Bank & Trust	+28,948	+3.8%	788,528
BANK OF AMERICA CORP /DE	+22,608	+3.8%	618,501
Vestmark Advisory Solutions, Inc.	+21,828	+5.5%	418,807
NDWM LLC	+21,389	+16.6%	150,111
INTEGRAL INVESTMENT ADVISORS, INC.	+21,339	+9.3%	250,728
NORTHWESTERN MUTUAL WEALTH MANAGEME	+19,516	+9.7%	220,414
Wiser Wealth Management, Inc	+18,904	+3.8%	510,292

Biggest Decreases (20)

Holder	Reduced	Change %	Total Shares
GFS Advisors, LLC	-572,960	-99.6%	2,380
GREENUP STREET WEALTH MANAGEMENT LL	-443,014	-96.7%	15,275
AMERIPRISE FINANCIAL INC	-320,840	-38.7%	507,289
Financiere des Professionnels - Fon	-199,800	-91.9%	17,500
PFG Advisors	-156,893	-95.6%	7,293
VOISARD ASSET MANAGEMENT GROUP, INC	-135,900	-25.6%	394,083
Private Advisor Group, LLC	-101,609	-85.0%	17,971
PRINCIPAL SECURITIES, INC.	-93,429	-86.9%	14,077
ASSETMARK, INC	-87,846	-80.7%	21,070
COMMONWEALTH EQUITY SERVICES, LLC	-46,432	-24.3%	144,592
Quantinno Capital Management LP	-43,638	-43.3%	57,188
Kathmere Capital Management, LLC	-43,533	-43.4%	56,764
Corient Private Wealth LP	-40,117	-11.1%	320,449
Cetera Investment Advisers	-31,713	-10.7%	264,861
ALTERNA WEALTH MANAGEMENT, INC	-27,331	-18.6%	119,691
UBS Group AG	-21,891	-1.9%	1,136,737
CREATIVE FINANCIAL DESIGNS INC /ADV	-20,776	-4.4%	448,811
Turn8 Private Wealth Inc.	-18,762	-31.2%	41,380
Charter Oak Capital Management, LLC	-18,031	-31.2%	39,852
CAPITAL FINANCIAL GROUP INC\CO\ /AD	-15,210	-47.4%	16,845

SLQD Institutional Ownership

Institutional Ownership — SLQD

Ownership Trends

Top Institutional Holders (291 total)

Recent Activity

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