HoldingsChannel.com
Funds Holding SLQD
HolderAmountPosition Size
($ in 1000's)
 As of
Morgan Stanley1,394,452$69,917 03/31/2020
     SLQD1,394,452$69,917 03/31/2020
Jane Street Group LLC1,186,168$59,474 03/31/2020
     SLQD1,186,168$59,474 03/31/2020
TIAA FSB756,675$37,940 03/31/2020
     SLQD756,675$37,940 03/31/2020
UBS Group AG557,126$27,934 03/31/2020
     SLQD557,126$27,934 03/31/2020
Bank of America Corp DE500,320$25,086 03/31/2020
     SLQD500,320$25,086 03/31/2020
Stokes Family Office LLC414,951$20,806 03/31/2020
     SLQD414,951$20,806 03/31/2020
Sailer Financial LLC402,499$20,181 03/31/2020
     SLQD402,499$20,181 03/31/2020
Argent Wealth Management LLC389,617$19,524 03/31/2020
     SLQD389,617$19,524 03/31/2020
Farmers & Merchants Investments Inc.385,062$19,307 03/31/2020
     SLQD385,062$19,307 03/31/2020
Mandatum Life Insurance Co Ltd368,882$18,496 03/31/2020
     SLQD368,882$18,496 03/31/2020
Probity Advisors Inc.292,498$14,666 03/31/2020
     SLQD292,498$14,666 03/31/2020
BlackRock Inc.291,093$14,596 03/31/2020
     SLQD291,093$14,596 03/31/2020
Ameriprise Financial Inc.287,112$14,398 03/31/2020
     SLQD287,112$14,398 03/31/2020
Pensionmark Financial Group LLC285,734$14,327 03/31/2020
     SLQD285,734$14,327 03/31/2020
Advisors Capital Management LLC240,228$12,045 03/31/2020
     SLQD240,228$12,045 03/31/2020
Demars Financial Group LLC220,397$11,051 03/31/2020
     SLQD220,397$11,051 03/31/2020
Royal Bank of Canada215,781$10,819 03/31/2020
     SLQD215,781$10,819 03/31/2020
Asset Planning Services Ltd.202,029$10,130 03/31/2020
     SLQD202,029$10,130 03/31/2020
LPL Financial LLC196,413$9,848 03/31/2020
     SLQD196,413$9,848 03/31/2020
Envestnet Asset Management Inc.163,216$8,184 03/31/2020
     SLQD163,216$8,184 03/31/2020
Citadel Advisors LLC155,454$7,794 03/31/2020
     SLQD155,454$7,794 03/31/2020
MD Financial Management Inc.154,163$7,730 03/31/2020
     SLQD154,163$7,730 03/31/2020
Raymond James Financial Services Advisors Inc.153,738$7,709 03/31/2020
     SLQD153,738$7,709 03/31/2020
Wells Fargo & Company MN153,256$7,684 03/31/2020
     SLQD153,256$7,684 03/31/2020
Fairview Capital Investment Management LLC140,105$7,024 03/31/2020
     SLQD140,105$7,024 03/31/2020
Raymond James & Associates132,734$6,655 03/31/2020
     SLQD132,734$6,655 03/31/2020
Ladenburg Thalmann Financial Services Inc.124,150$6,336 12/31/2019
     SLQD124,150$6,336 12/31/2019
Advisor Group Holdings Inc.288,295$5,955 03/31/2020
     SLQD288,295$5,955 03/31/2020
LVZ Advisors Inc.117,083$5,871 03/31/2020
     SLQD117,083$5,871 03/31/2020
Buffington Mohr McNeal103,287$5,179 03/31/2020
     SLQD103,287$5,179 03/31/2020
Wolff Financial Management LLC98,389$4,933 03/31/2020
     SLQD98,389$4,933 03/31/2020
Eaton Vance Management96,548$4,841 03/31/2020
     SLQD96,548$4,841 03/31/2020
Eqis Capital Management Inc.94,143$4,828 03/31/2020
     SLQD94,143$4,828 03/31/2020
Thrivent Financial for Lutherans94,431$4,735 03/31/2020
     SLQD94,431$4,735 03/31/2020
Bank of Montreal Can92,781$4,633 03/31/2020
     SLQD92,781$4,633 03/31/2020
Advisor Group Inc.88,504$4,516 12/31/2019
     SLQD88,504$4,516 12/31/2019
Tortoise Investment Management LLC82,212$4,122 03/31/2020
     SLQD82,212$4,122 03/31/2020
Deutsche Bank AG73,391$3,679 03/31/2020
     SLQD73,391$3,679 03/31/2020
Global Wealth Management Investment Advisory Inc.72,464$3,633 03/31/2020
     SLQD72,464$3,633 03/31/2020
Private Advisor Group LLC72,312$3,626 03/31/2020
     SLQD72,312$3,626 03/31/2020
Commonwealth Equity Services LLC69,939$3,506 03/31/2020
     SLQD69,939$3,506 03/31/2020
Bramshill Investments LLC67,676$3,393 03/31/2020
     SLQD67,676$3,393 03/31/2020
Proequities Inc.60,535$3,035 03/31/2020
     SLQD60,535$3,035 03/31/2020
AE Wealth Management LLC53,307$2,673 03/31/2020
     SLQD53,307$2,673 03/31/2020
HighTower Advisors LLC52,068$2,621 03/31/2020
     SLQD52,068$2,621 03/31/2020
Camden National Bank50,195$2,517 03/31/2020
     SLQD50,195$2,517 03/31/2020
Sawtooth Solutions LLC49,229$2,468 03/31/2020
     SLQD49,229$2,468 03/31/2020
Scotia Capital Inc.48,098$2,412 03/31/2020
     SLQD48,098$2,412 03/31/2020
Sigma Planning Corp45,705$2,292 03/31/2020
     SLQD45,705$2,292 03/31/2020
Smith & Howard Wealth Management LLC40,996$2,056 03/31/2020
     SLQD40,996$2,056 03/31/2020
Summit X LLC39,412$1,980 03/31/2020
     SLQD39,412$1,980 03/31/2020
ETF Portfolio Partners Inc.33,321$1,671 03/31/2020
     SLQD33,321$1,671 03/31/2020
Advisory Services Network LLC32,106$1,610 03/31/2020
     SLQD32,106$1,610 03/31/2020
Mirae Asset Global Investments Co. Ltd.31,900$1,599 03/31/2020
     SLQD31,900$1,599 03/31/2020
Monument Capital Management31,787$1,594 03/31/2020
     SLQD31,787$1,594 03/31/2020
Conning Inc.30,055$1,507 03/31/2020
     SLQD30,055$1,507 03/31/2020
Cambridge Investment Research Advisors Inc.26,481$1,328 03/31/2020
     SLQD26,481$1,328 03/31/2020
Argent Advisors Inc.26,111$1,309 03/31/2020
     SLQD26,111$1,309 03/31/2020
JPMorgan Chase & Co.26,075$1,307 03/31/2020
     SLQD26,075$1,307 03/31/2020
MML Investors Services LLC24,605$1,234 03/31/2020
     SLQD24,605$1,234 03/31/2020
Townsend & Associates Inc22,458$1,130 03/31/2020
     SLQD22,458$1,130 03/31/2020
Catalyst Capital Advisors LLC22,000$1,103 03/31/2020
     SLQD22,000$1,103 03/31/2020
BDO Wealth Advisors LLC19,100$958 03/31/2020
     SLQD19,100$958 03/31/2020
Redhawk Wealth Advisors Inc.17,918$898 03/31/2020
     SLQD17,918$898 03/31/2020
Strategic Wealth Advisors Group LLC17,600$877 03/31/2020
     SLQD17,600$877 03/31/2020
Stratos Wealth Partners LTD.16,848$845 03/31/2020
     SLQD16,848$845 03/31/2020
Intellectus Partners LLC15,526$778 03/31/2020
     SLQD15,526$778 03/31/2020
Outlook Wealth Advisors LLC15,470$776 03/31/2020
     SLQD15,470$776 03/31/2020
Roosevelt Investment Group Inc.15,451$775 03/31/2020
     SLQD15,451$775 03/31/2020
Dynamic Advisor Solutions LLC15,025$753 03/31/2020
     SLQD15,025$753 03/31/2020
Cary Street Partner Investment Advisory LLC15,028$753 03/31/2020
     SLQD15,028$753 03/31/2020
Dana Investment Advisors Inc.14,480$726 03/31/2020
     SLQD14,480$726 03/31/2020
Biondo Investment Advisors LLC14,355$720 03/31/2020
     SLQD14,355$720 03/31/2020
United Capital Financial Advisers LLC14,008$702 03/31/2020
     SLQD14,008$702 03/31/2020
Lido Advisors LLC13,938$699 03/31/2020
     SLQD13,938$699 03/31/2020
Ayrshire Capital Management LLC13,289$666 03/31/2020
     SLQD13,289$666 03/31/2020
B. Riley Wealth Management Inc.13,031$653 03/31/2020
     SLQD13,031$653 03/31/2020
Laffer Investments12,853$644 03/31/2020
     SLQD12,853$644 03/31/2020
Goldman Sachs Group Inc.12,382$621 03/31/2020
     SLQD12,382$621 03/31/2020
AlphaCore Capital LLC12,272$615 03/31/2020
     SLQD12,272$615 03/31/2020
IPG Investment Advisors LLC11,534$578 03/31/2020
     SLQD11,534$578 03/31/2020
Three Peaks Capital Management LLC11,408$572 03/31/2020
     SLQD11,408$572 03/31/2020
John W. Brooker & Co. CPAs10,613$532 03/31/2020
     SLQD10,613$532 03/31/2020
Fundamentun LLC10,223$513 03/31/2020
     SLQD10,223$513 03/31/2020
Jacobson & Schmitt Advisors LLC9,589$481 03/31/2020
     SLQD9,589$481 03/31/2020
DAVENPORT & Co LLC9,522$477 03/31/2020
     SLQD9,522$477 03/31/2020
KCS Wealth Advisory9,515$477 03/31/2020
     SLQD9,515$477 03/31/2020
BEAM Asset Management LLC9,220$462 03/31/2020
     SLQD9,220$462 03/31/2020
Beacon Financial Advisory LLC9,135$458 03/31/2020
     SLQD9,135$458 03/31/2020
MidWestOne Financial Group Inc.8,998$451 03/31/2020
     SLQD8,998$451 03/31/2020
FLC Capital Advisors8,375$418 03/31/2020
     SLQD8,375$418 03/31/2020
Sterling Investment Advisors LLC ADV8,282$415 03/31/2020
     SLQD8,282$415 03/31/2020
Mid Atlantic Financial Management Inc. ADV8,209$412 03/31/2020
     SLQD8,209$412 03/31/2020
Koshinski Asset Management Inc.8,170$410 03/31/2020
     SLQD8,170$410 03/31/2020
Allianz Asset Management GmbH8,000$401 03/31/2020
     SLQD8,000$401 03/31/2020
Leicht Financial Planning & Wealth Management Inc.7,973$399 03/31/2020
     SLQD7,973$399 03/31/2020
Cetera Investment Advisers7,738$388 03/31/2020
     SLQD7,738$388 03/31/2020
Dearborn Partners LLC7,430$373 03/31/2020
     SLQD7,430$373 03/31/2020
Pennsylvania Trust Co6,876$345 03/31/2020
     SLQD6,876$345 03/31/2020
Integrated Advisors Network LLC6,879$345 03/31/2020
     SLQD6,879$345 03/31/2020
Belpointe Asset Management LLC6,708$342 12/31/2019
     SLQD6,708$342 12/31/2019
Disciplined Investments LLC6,033$303 03/31/2020
     SLQD6,033$303 03/31/2020
Eldridge Investment Advisors Inc.5,880$294 03/31/2020
     SLQD5,880$294 03/31/2020
Bank of Nova Scotia5,146$258 03/31/2020
     SLQD5,146$258 03/31/2020
Bank Julius Baer & Co. Ltd Zurich5,123$257 03/31/2020
     SLQD5,123$257 03/31/2020
Janney Montgomery Scott LLC5,064$254 03/31/2020
     SLQD5,064$254 03/31/2020
Ford Financial Group LLC5,076$254 03/31/2020
     SLQD5,076$254 03/31/2020
Cidel Asset Management Inc.4,799$241 03/31/2020
     SLQD4,799$241 03/31/2020
Bray Capital Advisors4,643$233 03/31/2020
     SLQD4,643$233 03/31/2020
Truist Financial Corp4,540$228 03/31/2020
     SLQD4,540$228 03/31/2020
IndexIQ Advisors LLC4,376$219 03/31/2020
     SLQD4,376$219 03/31/2020
Millennium Management LLC4,297$215 03/31/2020
     SLQD4,297$215 03/31/2020
LexAurum Advisors LLC4,283$215 03/31/2020
     SLQD4,283$215 03/31/2020
Naples Global Advisors LLC4,245$213 03/31/2020
     SLQD4,245$213 03/31/2020
Allworth Financial LP3,034$152 03/31/2020
     SLQD3,034$152 03/31/2020
Parallel Advisors LLC2,735$137 03/31/2020
     SLQD2,735$137 03/31/2020
Firestone Capital Management2,040$102 03/31/2020
     SLQD2,040$102 03/31/2020
PNC Financial Services Group Inc.1,937$97 03/31/2020
     SLQD1,937$97 03/31/2020
IFP Advisors Inc1,836$91 03/31/2020
     SLQD1,836$91 03/31/2020
Bourgeon Capital Management LLC1,703$85 03/31/2020
     SLQD1,703$85 03/31/2020
Wealthcare Advisory Partners LLC1,551$78 03/31/2020
     SLQD1,551$78 03/31/2020
Citigroup Inc.1,510$76 03/31/2020
     SLQD1,510$76 03/31/2020
Horan Securities Inc.1,360$68 03/31/2020
     SLQD1,360$68 03/31/2020
Bellevue Asset Management LLC758$64 03/31/2020
     SLQD758$64 03/31/2020
Valeo Financial Advisors LLC1,086$56 03/31/2020
     SLQD1,086$56 03/31/2020
Cardinal Capital Management Inc.925$46 03/31/2020
     SLQD925$46 03/31/2020
Ellis Investment Partners LLC909$45 03/31/2020
     SLQD909$45 03/31/2020
Community Bank N.A.845$42 03/31/2020
     SLQD845$42 03/31/2020
Pinnacle Bank691$35 03/31/2020
     SLQD691$35 03/31/2020
Regal Wealth Group Inc.555$28 03/31/2020
     SLQD555$28 03/31/2020
Sofos Investments Inc.545$27 03/31/2020
     SLQD545$27 03/31/2020
Northern Oak Wealth Management Inc.400$20 03/31/2020
     SLQD400$20 03/31/2020
TCI Wealth Advisors Inc.319$16 03/31/2020
     SLQD319$16 03/31/2020
NEXT Financial Group Inc329$16 03/31/2020
     SLQD329$16 03/31/2020
Assetmark Inc.309$15 03/31/2020
     SLQD309$15 03/31/2020
Benjamin F. Edwards & Company Inc.231$12 03/31/2020
     SLQD231$12 03/31/2020
Steward Partners Investment Advisory LLC256$12 03/31/2020
     SLQD256$12 03/31/2020
Migdal Insurance & Financial Holdings Ltd.205$10 03/31/2020
     SLQD205$10 03/31/2020
PrairieView Partners LLC200$10 03/31/2020
     SLQD200$10 03/31/2020
Synovus Financial Corp175$9 03/31/2020
     SLQD175$9 03/31/2020
Sowell Financial Services LLC185$9 03/31/2020
     SLQD185$9 03/31/2020
Wealth Quarterback LLC116$6 03/31/2020
     SLQD116$6 03/31/2020
FMR LLC102$5 03/31/2020
     SLQD102$5 03/31/2020
Blair William & Co. IL65$3 03/31/2020
     SLQD65$3 03/31/2020
Sowa Financial Group Inc.42$2 03/31/2020
     SLQD42$2 03/31/2020
Huntington National Bank1$0 03/31/2020
     SLQD1$0 03/31/2020
Squar Milner Financial Services LLC13$0 03/31/2020
     SLQD13$0 03/31/2020
All Terrain Financial Advisors LLC4,000$-6,557 03/31/2020
     Put133,200$6,758 03/31/2020
     SLQD4,000$201 03/31/2020

See Summary: Institutional Holders of SLQD
See Details: Top 10 Hedge Funds Holding SLQD
Also See: SLQD Holdings Changes

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