On this page, we present all of the funds holding SQEW from our database of 13F filers, detailed in the table below. The first column indicates the name of each of the funds holding SQEW, with a link to that fund's top holdings. The next columns indicate the amount of SQEW stock held by each of the funds holding SQEW, followed by the SQEW position size held by the fund, and lastly the date of the quarterly filing period the data represents. In total, we count 25 funds holding SQEW within the last two filing periods in our coverage universe of 13F filers, with the largest position size having been reported by Redwood Investment Management LLC. For more details on the positions held by Redwood Investment Management LLC (or by any of the other funds holding SQEW), click the fund name in the "Holder" column of the funds-holding-SQEW table below.
Holder | Amount | Position Size ($ in 1000's) | As of |
---|---|---|---|
Redwood Investment Management LLC | 2,207,139 | $68,876 | 12/31/2023 |
SQEW | 2,207,139 | $68,876 | 12/31/2023 |
LPL Financial LLC | 755,487 | $23,582 | 12/31/2023 |
SQEW | 755,487 | $23,582 | 12/31/2023 |
Perennial Investment Advisors LLC | 125,921 | $3,931 | 12/31/2023 |
SQEW | 125,921 | $3,931 | 12/31/2023 |
Mariner LLC | 115,243 | $3,597 | 12/31/2023 |
SQEW | 115,243 | $3,597 | 12/31/2023 |
Private Advisor Group LLC | 101,751 | $3,176 | 12/31/2023 |
SQEW | 101,751 | $3,176 | 12/31/2023 |
Envestnet Portfolio Solutions Inc. | 73,302 | $2,288 | 12/31/2023 |
SQEW | 73,302 | $2,288 | 12/31/2023 |
Atria Wealth Solutions Inc. | 71,789 | $2,241 | 12/31/2023 |
SQEW | 71,789 | $2,241 | 12/31/2023 |
IHT Wealth Management LLC | 54,482 | $1,701 | 12/31/2023 |
SQEW | 54,482 | $1,701 | 12/31/2023 |
Gladstone Institutional Advisory LLC | 41,444 | $1,294 | 12/31/2023 |
SQEW | 41,444 | $1,294 | 12/31/2023 |
Cetera Investment Advisers | 37,779 | $1,179 | 12/31/2023 |
SQEW | 37,779 | $1,179 | 12/31/2023 |
Cambridge Investment Research Advisors Inc. | 34,569 | $1,134 | 03/31/2024 |
SQEW | 34,569 | $1,134 | 03/31/2024 |
Susquehanna International Group LLP | 20,964 | $654 | 12/31/2023 |
SQEW | 20,964 | $654 | 12/31/2023 |
Coppell Advisory Solutions LLC | 20,413 | $637 | 12/31/2023 |
SQEW | 20,413 | $637 | 12/31/2023 |
Envestnet Asset Management Inc. | 19,560 | $611 | 12/31/2023 |
SQEW | 19,560 | $611 | 12/31/2023 |
Commonwealth Equity Services LLC | 17,809 | $584 | 03/31/2024 |
SQEW | 17,809 | $584 | 03/31/2024 |
Good Life Advisors LLC | 17,282 | $539 | 12/31/2023 |
SQEW | 17,282 | $539 | 12/31/2023 |
AE Wealth Management LLC | 14,851 | $461 | 12/31/2023 |
SQEW | 14,851 | $461 | 12/31/2023 |
StoneX Group Inc. | 11,220 | $350 | 12/31/2023 |
SQEW | 11,220 | $350 | 12/31/2023 |
OLD Mission Capital LLC | 11,205 | $350 | 12/31/2023 |
SQEW | 11,205 | $350 | 12/31/2023 |
Aurora Private Wealth Inc. | 10,209 | $331 | 03/31/2024 |
SQEW | 10,209 | $331 | 03/31/2024 |
Advisor Group Holdings Inc. | 9,907 | $309 | 12/31/2023 |
SQEW | 9,907 | $309 | 12/31/2023 |
Harbour Investments Inc. | 8,443 | $264 | 12/31/2023 |
SQEW | 8,443 | $264 | 12/31/2023 |
Morgan Stanley | 1,176 | $37 | 12/31/2023 |
SQEW | 1,176 | $37 | 12/31/2023 |
IFP Advisors Inc | 269 | $8 | 12/31/2023 |
SQEW | 269 | $8 | 12/31/2023 |
UBS Group AG | 27 | $1 | 12/31/2023 |
SQEW | 27 | $1 | 12/31/2023 |
Proequities Inc. | 0 | $0 | 12/31/2023 |
SQEW | 0 | $0 | 12/31/2023 |
See Summary: Institutional Holders of SQEW
See Details: Top 10 Hedge Funds Holding SQEW
Also See: SQEW Holdings Changes
Free SQEW Email Alerts: Get Dividend Alerts Get SEC Filing Alerts |