← All institutions

Institutional Holdings

SLQT

Ownership Summary

Institutions Holding
184
Total Shares Held
63,448,626
Total Value Held
$51,664,425
Quarter
2026-06-30

Active Positions

Increased Positions
48
23,156,306 shares
Decreased Positions
41
14,486,257 shares
Held Positions
29
10,664,526 shares
New Positions
38
15,141,537 shares
Sold Out Positions
28
2,742,425 shares
Institution Shares Value Change % of Portfolio Reported
ABRAMS BISON INVESTMENTS, LLC 7,910,794 $6,653,769 Unchanged 0.32% 2026-06-30
Mariner, LLC 6,553,063 $5,511,762 ▲ +66,398 0.01% 2026-06-30
VANGUARD CAPITAL MANAGEMENT LLC 6,110,257 $5,138,726 New position 0.00% 2026-06-30
AQR CAPITAL MANAGEMENT LLC 2,468,729 $2,076,449 ▲ +1,316,104 0.00% 2026-06-30
CAPTRUST FINANCIAL ADVISORS 2,357,276 $1,982,705 ▲ +70,050 0.00% 2026-06-30
BlackRock, Inc. 2,182,553 $1,835,745 ▼ -8,530,867 0.00% 2026-06-30
JANE STREET GROUP, LLC 2,166,988 $1,822,654 ▲ +2,139,488 0.00% 2026-06-30
Qube Research & Technologies Ltd 2,148,653 $1,807,232 New position 0.00% 2026-06-30
Diametric Capital, LP 1,969,167 $1,656,266 ▲ +18,078 0.17% 2026-06-30
GEODE CAPITAL MANAGEMENT, LLC 1,746,671 $1,469,741 ▼ -1,737,736 0.00% 2026-06-30
MILLENNIUM MANAGEMENT LLC 1,649,948 $1,387,771 New position 0.00% 2026-06-30
GUGGENHEIM CAPITAL LLC 1,199,960 $1,009,286 ▼ -1,250 0.01% 2026-06-30
GOLDMAN SACHS GROUP INC 1,176,775 $989,785 ▼ -44,742 0.00% 2026-06-30
TriaGen Wealth Management LLC 1,055,500 $887,781 Unchanged 0.22% 2026-06-30
JACOBS LEVY EQUITY MANAGEMENT, INC 1,006,148 $846,271 ▲ +135,461 0.00% 2026-06-30
Truffle Hound Capital, LLC 1,000,000 $841,100 New position 0.18% 2026-06-30
VANGUARD FIDUCIARY TRUST CO 937,604 $788,525 New position 0.00% 2026-06-30
RENAISSANCE TECHNOLOGIES LLC 823,271 $692,453 ▼ -197,968 0.00% 2026-06-30
FMR LLC 812,648 $683,518 ▲ +15,742 0.00% 2026-06-30
CHARLES SCHWAB INVESTMENT MANAGEMENT INC 803,155 $675,534 ▼ -192,942 0.00% 2026-06-30
Creative Planning 742,044 $624,133 ▲ +150,455 0.00% 2026-06-30
STATE STREET CORP 708,917 $596,270 ▼ -2,284,421 0.00% 2026-06-30
DIMENSIONAL FUND ADVISORS LP 702,327 $589,926 ▼ -820,395 0.00% 2026-06-30
Squarepoint Ops LLC 637,242 $535,984 New position 0.00% 2026-06-30
SUSQUEHANNA INTERNATIONAL GROUP, LLP 633,832 $533,049 ▲ +540,368 0.00% 2026-06-30
Connor, Clark & Lunn Investment Management Ltd. 548,012 $460,933 ▼ -76,800 0.00% 2026-06-30
XTX Topco Ltd 519,699 $437,119 ▲ +448,480 0.01% 2026-06-30
Point72 Asset Management, L.P. 492,174 $413,968 New position 0.00% 2026-06-30
GatePass Capital, LLC 481,400 $404,906 ▼ -45,300 0.15% 2026-06-30
Occam Crest Management LP 550,000 $381,865 ▼ -1,450,000 0.20% 2026-06-30
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP 400,523 $336,880 New position 0.00% 2026-06-30
BRIDGEWAY CAPITAL MANAGEMENT, LLC 391,568 $329,348 ▼ -320,000 0.01% 2026-06-30
KAVAR CAPITAL PARTNERS GROUP, LLC 391,312 $329,133 Unchanged 0.04% 2026-06-30
BANK OF AMERICA CORP /DE/ 389,716 $327,751 ▼ -35,963 0.00% 2026-06-30
MORGAN STANLEY 351,456 $295,610 ▼ -36,724 0.00% 2026-06-30
NORTHERN TRUST CORP 340,381 $286,295 ▼ -728,116 0.00% 2026-06-30
Bryn Mawr Trust Advisors, LLC 322,580 $271,322 Unchanged 0.01% 2026-06-30
Eversept Partners, LP 319,788 $268,974 ▼ -37,873 0.01% 2026-06-30
Empowered Funds, LLC 291,568 $245,238 ▼ -200,000 0.00% 2026-06-30
MARSHALL WACE, LLP 276,281 $232,076 ▲ +250,558 0.00% 2026-06-30
Empower Advisory Group, LLC 257,344 $216,452 Unchanged 0.00% 2026-06-30
Aster Capital Management (DIFC) Ltd 252,490 $212,369 New position 0.05% 2026-06-30
CITADEL ADVISORS LLC 249,293 $209,681 ▲ +198,491 0.00% 2026-06-30
BARCLAYS PLC 247,663 $208,309 ▲ +8,704 0.00% 2026-06-30
VANGUARD PORTFOLIO MANAGEMENT LLC 240,167 $201,980 New position 0.00% 2026-06-30
IEQ CAPITAL, LLC 216,933 $182,462 ▲ +125,088 0.00% 2026-06-30
TWO SIGMA INVESTMENTS, LP 212,033 $178,341 ▲ +190,575 0.00% 2026-06-30
UMB Bank, n.a. 200,000 $168,220 Unchanged 0.00% 2026-06-30
JPMORGAN CHASE & CO 208,272 $166,034 ▼ -576,328 0.00% 2026-06-30
Invesco Ltd. 173,563 $145,984 New position 0.00% 2026-06-30
Catalyst Funds Management Pty Ltd 169,800 $142,819 New position 0.01% 2026-06-30
Susquehanna Portfolio Strategies, LLC 152,774 $128,498 New position 0.00% 2026-06-30
PRELUDE CAPITAL MANAGEMENT, LLC 146,509 $123,229 ▼ -150,445 0.01% 2026-06-30
UBS Group AG 145,731 $122,560 ▼ -85,255 0.00% 2026-06-30
Graham Capital Management, L.P. 141,861 $119,319 ▲ +68,521 0.00% 2026-06-30
WELLS FARGO & COMPANY/MN 138,166 $116,211 ▼ -11,631 0.00% 2026-06-30
LAZARD ASSET MANAGEMENT LLC 132,923 $111,802 New position 0.00% 2026-06-30
HSBC HOLDINGS PLC 122,430 $101,617 ▲ +109,543 0.00% 2026-06-30
SMH CAPITAL ADVISORS INC 116,656 $98,119 ▼ -1,261 0.38% 2026-06-30
BANK OF MONTREAL /CAN/ 100,000 $84,110 ▼ -15,131 0.00% 2026-06-30
LPL Financial LLC 99,650 $83,816 ▲ +15,140 0.00% 2026-06-30
FAS Wealth Partners, Inc. 97,583 $82,078 Unchanged 0.00% 2026-06-30
Ground Swell Capital, LLC 88,903 $74,776 New position 0.08% 2026-06-30
Corient Private Wealth LP 87,213 $73,356 ▲ +6,213 0.00% 2026-06-30
Summit Financial, LLC 79,625 $66,973 Unchanged 0.00% 2026-06-30
Cerity Partners LLC 73,682 $61,974 ▲ +63,113 0.00% 2026-06-30
MONETA GROUP INVESTMENT ADVISORS LLC 70,256 $59,092 Unchanged 0.00% 2026-06-30
RHUMBLINE ADVISERS 67,745 $56,973 ▼ -94,166 0.00% 2026-06-30
Persistent Asset Partners Ltd 67,429 $56,715 New position 0.02% 2026-06-30
MERCER GLOBAL ADVISORS INC /ADV 66,439 $55,882 ▲ +46,047 0.00% 2026-06-30
IMC-Chicago, LLC 64,872 $54,564 ▼ -29,510 0.00% 2026-06-30
Tower Research Capital LLC (TRC) 63,324 $53,262 ▲ +19,956 0.00% 2026-06-30
CreativeOne Wealth, LLC 62,709 $52,744 ▲ +19,031 0.00% 2026-06-30
EP Wealth Advisors, LLC 60,136 $50,580 New position 0.00% 2026-06-30
BLAIR WILLIAM & CO/IL 56,908 $47,865 ▲ +1,814 0.00% 2026-06-30
Vanguard Global Advisers, LLC 56,402 $47,434 New position 0.00% 2026-06-30
SIMPLEX TRADING, LLC 55,700 $46,849 ▼ -26,000 0.00% 2026-06-30
Schonfeld Strategic Advisors LLC 49,545 $41,671 New position 0.00% 2026-06-30
Russell Investments Group, Ltd. 48,239 $40,574 ▲ +36,571 0.00% 2026-06-30
Y-Intercept (Hong Kong) Ltd 47,856 $40,252 New position 0.00% 2026-06-30
MACKENZIE FINANCIAL CORP 47,323 $39,803 ▲ +33,874 0.00% 2026-06-30
Financial Partners Group, Inc 45,159 $37,983 ▼ -11,345 0.00% 2026-06-30
OSAIC HOLDINGS, INC. 43,518 $36,553 ▲ +43,418 0.00% 2026-06-30
VERUS CAPITAL PARTNERS, LLC 40,200 $33,812 New position 0.00% 2026-06-30
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 43,799 $33,712 ▲ +22,799 0.00% 2026-06-30
Quinn Opportunity Partners LLC 40,000 $33,644 Unchanged 0.00% 2026-06-30
Capstone Financial Advisors, Inc. 35,000 $29,439 ▲ +10,000 0.00% 2026-06-30
NATIONS FINANCIAL GROUP INC, /IA/ /ADV 33,500 $28,177 Unchanged 0.00% 2026-06-30
Hamilton Wealth, LLC 30,000 $25,233 New position 0.00% 2026-06-30
PFG Investments, LLC 29,760 $25,031 Unchanged 0.00% 2026-06-30
KORNITZER CAPITAL MANAGEMENT INC /KS 29,000 $24,392 Unchanged 0.00% 2026-06-30
Mayflower Financial Advisors, LLC 28,480 $23,955 Unchanged 0.00% 2026-06-30
COMMONWEALTH EQUITY SERVICES, LLC 28,377 $23,870 Unchanged 0.00% 2026-06-30
Arax Advisory Partners 27,688 $23,288 ▲ +27,542 0.00% 2026-06-30
RAYMOND JAMES FINANCIAL INC 26,000 $21,869 Unchanged 0.00% 2026-06-30
Walleye Trading LLC 25,958 $21,834 ▲ +1,160 0.00% 2026-06-30
BRIGHTON JONES LLC 22,872 $19,238 ▲ +11,094 0.00% 2026-06-30
IHT Wealth Management, LLC 20,605 $17,331 New position 0.00% 2026-06-30
Focus Partners Wealth 20,249 $17,032 New position 0.00% 2026-06-30
Merit Financial Group, LLC 18,151 $15,267 ▲ +7,546 0.00% 2026-06-30
GHP Investment Advisors, Inc. 17,990 $15,132 Unchanged 0.00% 2026-06-30
Balyasny Asset Management L.P. 17,930 $15,081 New position 0.00% 2026-06-30
Vanguard Personalized Indexing Management, LLC 17,586 $14,792 ▼ -2,122 0.00% 2026-06-30
O'SHAUGHNESSY ASSET MANAGEMENT, LLC 17,056 $14,346 New position 0.00% 2026-06-30
FIRST NATIONAL BANK OF OMAHA 17,500 $13,951 Unchanged 0.00% 2026-06-30
Abel Hall, LLC 16,258 $13,675 ▼ -3,851 0.00% 2026-06-30
AMERIPRISE FINANCIAL INC 16,224 $13,646 New position 0.00% 2026-06-30
VICTORY CAPITAL MANAGEMENT INC 15,867 $13,346 ▲ +170 0.00% 2026-06-30
FRANKLIN RESOURCES INC 15,750 $13,247 ▼ -471 0.00% 2026-06-30
ExodusPoint Capital Management, LP 14,770 $12,423 New position 0.00% 2026-06-30
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO 13,811 $11,616 ▼ -26,912 0.00% 2026-06-30
Bank of New York Mellon Corp 13,527 $11,378 ▼ -362,237 0.00% 2026-06-30
Rockefeller Capital Management L.P. 13,490 $11,346 ▼ -1,286 0.00% 2026-06-30
D. E. Shaw & Co., Inc. 12,100 $10,177 ▼ -26,751 0.00% 2026-06-30
GROUP ONE TRADING LLC 12,020 $10,110 ▼ -15,074 0.00% 2026-06-30
Plan Group Financial, LLC 11,359 $9,554 ▼ -8,174 0.00% 2026-06-30
JMN Financial LLC 11,263 $9,473 New position 0.01% 2026-06-30
MEEDER ASSET MANAGEMENT INC 10,853 $9,128 Unchanged 0.00% 2026-06-30
MAI Capital Management 10,565 $8,887 ▲ +8,279 0.00% 2026-06-30
Callan Family Office, LLC 10,213 $8,590 New position 0.00% 2026-06-30
BNP PARIBAS FINANCIAL MARKETS 8,043 $6,765 ▼ -26,264 0.00% 2026-06-30
Integrated Wealth Concepts LLC 6,654 $5,596 New position 0.00% 2026-06-30
Allworth Financial LP 6,590 $5,543 ▲ +5,217 0.00% 2026-06-30
ROYAL BANK OF CANADA 5,741 $5,000 ▲ +176 0.00% 2026-06-30
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 5,915 $4,975 Unchanged 0.00% 2026-06-30
EverSource Wealth Advisors, LLC 4,446 $3,738 ▲ +2,629 0.00% 2026-06-30
Optiver Holding B.V. 3,956 $3,327 New position 0.00% 2026-06-30
Essential Partners LLC 3,135 $2,637 ▲ +1,482 0.00% 2026-06-30
ROTHSCHILD INVESTMENT LLC 1,546 $1,300 ▲ +813 0.00% 2026-06-30
ATWOOD & PALMER INC 1,500 $1,262 Unchanged 0.00% 2026-06-30
PNC Financial Services Group, Inc. 1,492 $1,255 ▲ +124 0.00% 2026-06-30
Farther Finance Advisors, LLC 1,467 $1,222 ▲ +640 0.00% 2026-06-30
GSA CAPITAL PARTNERS LLP 1,335,569 $1,123 ▲ +820,543 0.07% 2026-06-30
LANARK FINANCIAL, INC. 1,000 $841 Unchanged 0.00% 2026-06-30
True Wealth Design, LLC 877 $738 ▲ +400 0.00% 2026-06-30
North Star Investment Management Corp. 763 $642 New position 0.00% 2026-06-30
JONES FINANCIAL COMPANIES LLLP 681 $560 ▼ -295 0.00% 2026-06-30
Parallel Advisors, LLC 600 $505 Unchanged 0.00% 2026-06-30
IFP Advisors, Inc 524 $441 ▲ +326 0.00% 2026-06-30
Fortitude Family Office, LLC 414 $348 New position 0.00% 2026-06-30
Wealth Enhancement Trust Services, Inc. 351 $295 New position 0.00% 2026-06-30
SBI Securities Co., Ltd. 326 $274 ▲ +5 0.00% 2026-06-30
Basecamp Wealth Advisors LLC 312 $262 ▼ -36 0.00% 2026-06-30
SG Americas Securities, LLC 254,970 $214 ▼ -64,699 0.00% 2026-06-30
ACADIAN ASSET MANAGEMENT LLC 249,521 $208 ▲ +205,778 0.00% 2026-06-30
Clearstead Advisors, LLC 240 $203 New position 0.00% 2026-06-30
Transamerica Financial Advisors, LLC 163 $137 Unchanged 0.00% 2026-06-30
NISA INVESTMENT ADVISORS, LLC 105 $88 Unchanged 0.00% 2026-06-30
SJS Investment Consulting Inc. 79 $67 ▲ +56 0.00% 2026-06-30
HRT FINANCIAL LP 62,237 $52 New position 0.00% 2026-06-30
JPL Wealth Management, LLC 23 $20 New position 0.00% 2026-06-30
CITIGROUP INC 22 $19 ▼ -153,902 0.00% 2026-06-30
State of Alaska, Department of Revenue 7,272 $6 Unchanged 0.00% 2026-06-30
Avion Wealth 1,512 $1 Unchanged 0.00% 2026-06-30
Caitong International Asset Management Co., Ltd 1 $1 Unchanged 0.00% 2026-06-30
Capital Advisors, Ltd. LLC 4 $0 Unchanged 0.00% 2026-06-30
Caption Management, LLC 0 $0 Sold out 2026-06-30
PANAGORA ASSET MANAGEMENT INC 0 $0 Sold out 2026-06-30
Nuveen, LLC 0 $0 Sold out 2026-06-30
ALLIANCEBERNSTEIN L.P. 0 $0 Sold out 2026-06-30
PRUDENTIAL FINANCIAL INC 0 $0 Sold out 2026-06-30
DEUTSCHE BANK AG TAUNUSANLAGE 12 D-60325 0 $0 Sold out 2026-06-30
PRICE T ROWE ASSOCIATES INC /MD/ 0 $0 Sold out 2026-06-30
State of Wyoming 0 $0 Sold out 2026-06-30
Engineers Gate Manager LP 0 $0 Sold out 2026-06-30
STATE OF WISCONSIN INVESTMENT BOARD 0 $0 Sold out 2026-06-30
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0 $0 Sold out 2026-06-30
Virtu Financial LLC 0 $0 Sold out 2026-06-30
BOOTHBAY FUND MANAGEMENT, LLC 0 $0 Sold out 2026-06-30
MANUFACTURERS LIFE INSURANCE COMPANY, THE 0 $0 Sold out 2026-06-30
INTECH INVESTMENT MANAGEMENT LLC 0 $0 Sold out 2026-06-30
NEW YORK STATE COMMON RETIREMENT FUND 0 $0 Sold out 2026-06-30
Police & Firemen's Retirement System of New Jersey 0 $0 Sold out 2026-06-30
SEI INVESTMENTS CO 0 $0 Sold out 2026-06-30
ProShare Advisors LLC 0 $0 Sold out 2026-06-30
VOYA INVESTMENT MANAGEMENT LLC 0 $0 Sold out 2026-06-30
XPONANCE LLC 0 $0 Sold out 2026-06-30
Legal & General Group Plc 0 $0 Sold out 2026-06-30
Ameritas Investment Partners, Inc. 0 $0 Sold out 2026-06-30
FLOW TRADERS U.S. LLC 0 $0 Sold out 2026-06-30
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 0 $0 Sold out 2026-06-30
Sterling Capital Management LLC 0 $0 Sold out 2026-06-30
Advisory Services Network, LLC 0 $0 Sold out 2026-06-30
IFS Advisors, LLC 0 $0 Sold out 2026-06-30