SQEW

Institutional Ownership

Top 7 Institutional Holders
HolderSharesDateChange% Held
Atria Wealth Solutions, Inc.32.41KJun 30, 25-28.55K2.12%
Good Life Advisors, LLC14.68KJun 30, 25-40.96%
Coppell Advisory Solutions Corp.18.59KMar 31, 24+18.59K1.21%
Ford Financial Group, LLC--Mar 31, 23-126.52K--
MARINER INDEPENDENT ADVISOR NETWORK, LLC132.34KSep 30, 22+132.34K8.64%
NEXT Financial Group, Inc12.07KDec 31, 21+12.07K0.79%
OLD MISSION CAPITAL, LLC37.47KDec 31, 20+37.47K2.45%

Latest holdings as of Funds file quarterly, up to 45 days after quarter end; this page refreshes weeklyAbout this data

Data is provided for informational purposes only and does not constitute investment advice. Past performance is not indicative of future results.