Security record
SLQT
name pending profile ingest
68Tracked holders
-2Δ holders
41.06MShares held
$34.52MReported value
+11New positions
−13Exits
Momentum inputs (comparable managers):
holder breadth -2.9% ·
share flow -13.2% ·
net new positions -2.9%
— formula
Broad distribution — falling shares and fewer holders
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q2 2026
Ownership over time
| Quarter | Holders | Δ | Shares | Reported value | New | Exits |
|---|---|---|---|---|---|---|
| Q2 2026 | 68 | -2 | 41.06M | $34.52M | +11 | −13 |
| Q1 2026 | 72 | +1 | 47.45M | $29.97M | +8 | −7 |
| Q4 2025 | 71 | -1 | 51.99M | $73.31M | — | −1 |
| Q3 2025 | 17 | +2 | 33.08M | $64.84M | +2 | — |
| Q2 2025 | 12 | -1 | 31.28M | $74.46M | +1 | −2 |
| Q1 2025 | 10 | 0 | 10.06M | $33.61M | — | — |
| Q4 2024 | 10 | 0 | 8.64M | $32.16M | — | — |
| Q3 2024 | 9 | +1 | 6.28M | $13.63M | +1 | — |
| Q2 2024 | 8 | — | 5.21M | $14.38M | — | — |
Who holds it · Q2 2026
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Mariner, LLC | 6.55M | +1.0% | $5.51M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 2 | Vanguard Capital Management Llc | 6.11M | +2.0% | $5.14M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 3 | AQR Capital Management ✦ | 2.47M | +114.2% | $2.08M | 0.0% | ▲ Add | 9 | SEC ↗ |
| 4 | AQR Capital Management ✦ | 2.47M | +114.2% | $2.08M | 0.0% | ▲ Add | 9 | SEC ↗ |
| 5 | AQR Capital Management ✦ | 2.47M | +114.2% | $2.08M | 0.0% | ▲ Add | 9 | SEC ↗ |
| 6 | AQR Capital Management ✦ | 2.47M | +114.2% | $2.08M | 0.0% | ▲ Add | 9 | SEC ↗ |
| 7 | AQR Capital Management ✦ | 2.47M | +114.2% | $2.08M | 0.0% | ▲ Add | 9 | SEC ↗ |
| 8 | AQR Capital Management ✦ | 2.47M | +114.2% | $2.08M | 0.0% | ▲ Add | 9 | SEC ↗ |
| 9 | AQR Capital Management ✦ | 2.47M | +114.2% | $2.08M | 0.0% | ▲ Add | 9 | SEC ↗ |
| 10 | AQR Capital Management ✦ | 2.47M | +114.2% | $2.08M | 0.0% | ▲ Add | 9 | SEC ↗ |
| 11 | Captrust Financial Advisors | 2.35M | +2.9% | $1.98M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 12 | BlackRock ✦ (passive) | 2.18M | -79.6% | $1.84M | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 13 | BlackRock ✦ (passive) | 2.18M | -79.6% | $1.84M | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 14 | BlackRock ✦ (passive) | 2.18M | -79.6% | $1.84M | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 15 | BlackRock ✦ (passive) | 2.18M | -79.6% | $1.84M | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 16 | BlackRock ✦ (passive) | 2.18M | -79.6% | $1.84M | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 17 | BlackRock ✦ (passive) | 2.18M | -79.6% | $1.84M | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 18 | Qube Research & Technologies Ltd | 2.15M | New | $1.81M | 0.0% | New | 1 | SEC ↗ |
| 19 | Jane Street Group, Llc | 2.13M | New | $1.79M | 0.0% | New | 1 | SEC ↗ |
| 20 | Jane Street Group, Llc | 2.13M | New | $1.79M | 0.0% | New | 1 | SEC ↗ |
| 21 | Geode Capital Management ✦ (passive) | 1.75M | -49.9% | $1.47M | 0.0% | ▼ Trim | 9 | SEC ↗ |
| 22 | Geode Capital Management ✦ (passive) | 1.75M | -49.9% | $1.47M | 0.0% | ▼ Trim | 9 | SEC ↗ |
| 23 | Millennium Management ✦ | 1.65M | New | $1.39M | 0.0% | New | 1 | SEC ↗ |
| 24 | Goldman Sachs Group ✦ | 1.18M | -3.7% | $989,785 | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 25 | Goldman Sachs Group ✦ | 1.18M | -3.7% | $989,785 | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 26 | Tudor Investment Corp Et Al | 1.12M | +14.6% | $945,884 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 27 | Renaissance Technologies ✦ | 823.27K | -19.4% | $692,453 | 0.0% | ▼ Trim | 9 | SEC ↗ |
| 28 | Fidelity (FMR) ✦ | 812.65K | +2.0% | $683,518 | 0.0% | ▲ Add | 5 | SEC ↗ |
| 29 | Charles Schwab Investment… | 803.15K | -19.4% | $675,534 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 30 | Creative Planning | 742.04K | +25.4% | $624,133 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 31 | State Street Global Advisors ✦ (passive) | 708.92K | -76.3% | $596,270 | 0.0% | ▼ Trim | 7 | SEC ↗ |
| 32 | Dimensional Fund Advisors Lp | 702.33K | -53.9% | $589,926 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 33 | Dimensional Fund Advisors Lp | 702.33K | -53.9% | $589,926 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 34 | Dimensional Fund Advisors Lp | 702.33K | -53.9% | $589,926 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 35 | Dimensional Fund Advisors Lp | 702.33K | -53.9% | $589,926 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 36 | Squarepoint Ops LLC | 637.24K | New | $535,984 | 0.0% | New | 1 | SEC ↗ |
| 37 | Susquehanna International Group, Llp | 572.73K | +512.8% | $481,725 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 38 | Connor, Clark & Lunn Investment… | 548.01K | -12.3% | $460,933 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 39 | Point72 Asset Management ✦ | 492.17K | New | $413,968 | 0.0% | New | 1 | SEC ↗ |
| 40 | Arrowstreet Capital ✦ | 400.52K | New | $336,880 | 0.0% | New | 1 | SEC ↗ |
| 41 | Bank Of America Corp /De/ | 389.72K | -8.4% | $327,751 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 42 | Bank Of America Corp /De/ | 389.72K | -8.4% | $327,751 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 43 | Morgan Stanley ✦ | 351.46K | -9.5% | $295,610 | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 44 | Morgan Stanley ✦ | 351.46K | -9.5% | $295,610 | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 45 | Morgan Stanley ✦ | 351.46K | -9.5% | $295,610 | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 46 | Morgan Stanley ✦ | 351.46K | -9.5% | $295,610 | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 47 | Morgan Stanley ✦ | 351.46K | -9.5% | $295,610 | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 48 | Morgan Stanley ✦ | 351.46K | -9.5% | $295,610 | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 49 | Morgan Stanley ✦ | 351.46K | -9.5% | $295,610 | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 50 | Northern Trust Corp | 340.38K | -68.1% | $286,295 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 51 | Northern Trust Corp | 340.38K | -68.1% | $286,295 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 52 | Marshall Wace ✦ | 276.28K | +974.1% | $232,076 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 53 | Empower Advisory Group, LLC | 257.34K | 0.0% | $216,452 | 0.0% | Held | 3 | SEC ↗ |
| 54 | Barclays Plc | 247.66K | +3.6% | $208,309 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 55 | Barclays Plc | 247.66K | +3.6% | $208,309 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 56 | Two Sigma Investments ✦ | 212.03K | +888.1% | $178,341 | 0.0% | ▲ Add | 9 | SEC ↗ |
| 57 | JPMorgan Chase ✦ | 208.27K | -73.5% | $166,034 | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 58 | JPMorgan Chase ✦ | 208.27K | -73.5% | $166,034 | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 59 | Invesco Ltd. | 173.56K | -38.3% | $145,984 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 60 | Citadel Advisors ✦ | 151.69K | +342.2% | $127,589 | 0.0% | ▲ Add | 4 | SEC ↗ |
| 61 | Citadel Advisors ✦ | 151.69K | +342.2% | $127,589 | 0.0% | ▲ Add | 4 | SEC ↗ |
| 62 | UBS Group AG | 145.73K | -36.9% | $122,560 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 63 | Wells Fargo & Company/Mn | 138.17K | -7.8% | $116,211 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 64 | Lazard Asset Management Llc | 132.92K | New | $111,802 | 0.0% | New | 1 | SEC ↗ |
| 65 | Hsbc Holdings Plc | 122.43K | +850.0% | $101,617 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 66 | Bank Of Montreal /Can/ | 100.00K | -13.1% | $84,110 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 67 | LPL Financial LLC | 99.65K | +17.9% | $83,816 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 68 | Corient Private Wealth LP | 84.02K | +3.7% | $70,824 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 69 | Cerity Partners LLC | 73.68K | +597.1% | $61,974 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 70 | Cerity Partners LLC | 73.68K | +597.1% | $61,974 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 71 | Cerity Partners LLC | 73.68K | +597.1% | $61,974 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 72 | Rhumbline Advisers | 67.75K | -58.2% | $56,973 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 73 | Mercer Global Advisors Inc /Adv | 66.44K | +225.8% | $55,882 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 74 | Hrt Financial Lp | 62.24K | New | $52,000 | 0.0% | New | 1 | SEC ↗ |
| 75 | Blair William & Co/Il | 56.91K | +3.3% | $47,865 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 76 | Russell Investments Group, Ltd. | 48.24K | +313.4% | $40,574 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 77 | Mackenzie Financial Corp | 47.32K | +251.9% | $39,803 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 78 | Osaic Holdings, Inc. | 43.52K | +43418.0% | $36,553 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 79 | Wealth Enhancement Advisory… | 43.80K | +108.6% | $33,712 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 80 | Commonwealth Equity Services, Llc | 28.38K | 0.0% | $23,870 | 0.0% | Held | 3 | SEC ↗ |
| 81 | Raymond James Financial Inc | 26.00K | 0.0% | $21,869 | 0.0% | Held | 3 | SEC ↗ |
| 82 | Focus Partners Wealth | 20.25K | New | $17,032 | 0.0% | New | 1 | SEC ↗ |
| 83 | Balyasny Asset Management L.P. | 17.93K | New | $15,081 | 0.0% | New | 1 | SEC ↗ |
| 84 | Ameriprise Financial Inc | 16.22K | -67.4% | $13,646 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 85 | Victory Capital Management Inc | 15.87K | +1.1% | $13,346 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 86 | Franklin Resources Inc | 15.75K | -2.9% | $13,247 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 87 | IMC-Chicago, LLC | 15.47K | +15.6% | $13,013 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 88 | Bank of New York Mellon Corp | 13.53K | -96.4% | $11,378 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 89 | Bank of New York Mellon Corp | 13.53K | -96.4% | $11,378 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 90 | Rockefeller Capital Management L.P. | 13.49K | -8.7% | $11,346 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 91 | Rockefeller Capital Management L.P. | 13.49K | -8.7% | $11,346 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 92 | D. E. Shaw & Co. ✦ | 12.10K | -68.9% | $10,177 | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 93 | Group One Trading Llc | 9.62K | -64.4% | $8,091 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 94 | Bnp Paribas Financial Markets | 8.04K | -76.6% | $6,765 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 95 | Royal Bank Of Canada | 5.74K | +3.2% | $5,000 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 96 | Royal Bank Of Canada | 5.74K | +3.2% | $5,000 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 97 | Royal Bank Of Canada | 5.74K | +3.2% | $5,000 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 98 | Northwestern Mutual Wealth… | 5.92K | 0.0% | $4,975 | 0.0% | Held | 3 | SEC ↗ |
| 99 | Optiver Holding B.V. | 3.96K | New | $3,327 | 0.0% | New | 1 | SEC ↗ |
| 100 | Pnc Financial Services Group, Inc. | 1.49K | +9.1% | $1,255 | 0.0% | ▲ Add | 3 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value — the conviction measure. ✦ = curated manager.
New buyers
| Qube Research & Technologies… | $1.81M | 0.0% |
| Jane Street Group, Llc | $1.79M | 0.0% |
| Jane Street Group, Llc | $1.79M | 0.0% |
| Millennium Management | $1.39M | 0.0% |
| Squarepoint Ops LLC | $535,984 | 0.0% |
| Point72 Asset Management | $413,968 | 0.0% |
| Arrowstreet Capital | $336,880 | 0.0% |
| Lazard Asset Management Llc | $111,802 | 0.0% |
| Hrt Financial Lp | $52,000 | 0.0% |
| Focus Partners Wealth | $17,032 | 0.0% |
| Balyasny Asset Management L.P. | $15,081 | 0.0% |
| Optiver Holding B.V. | $3,327 | 0.0% |
Exited
| Alliancebernstein L.P. | $204,656 | was 0.0% |
| Nuveen, LLC | $195,116 | was 0.0% |
| Prudential Financial Inc | $75,721 | was 0.0% |
| Deutsche Bank Ag\ | $66,509 | was 0.0% |
| T. Rowe Price | $62,000 | was 0.0% |
| State Of Wisconsin Investment… | $44,632 | was 0.0% |
| MIRAE ASSET GLOBAL ETFS… | $42,168 | was 0.0% |
| Manufacturers Life Insurance… | $28,013 | was 0.0% |
| New York State Common… | $22,883 | was 0.0% |
| Sei Investments Co | $14,760 | was 0.0% |
| ProShare Advisors LLC | $12,814 | was 0.0% |
| Voya Investment Management Llc | $9,741 | was 0.0% |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 147 holders, 69.70M shares, $43.39M reported. This is a different, older period than the tracked-universe figures above and the two are never mixed.
Frequently co-owned
What else this security's tracked holders most often hold — shared-ownership counts, not fundamental relationships.
Provenance: Ownership from parsed 13F common-stock positions (tracked universe, comparable sets for changes); insider rows from Forms 3/4/5; stakes from Schedules 13D/13G; every filing links to its original on SEC EDGAR.
Reporting period: Q2 2026 ·
Methodology ·
Get this via the API