Who Owns SQLV?
Royce Quant Small-Cap Quality Value ETF — Institutional Ownership & 13F Holdings
$47.89
+0.49 (+1.04%)
Market Cap
$25.1M
Shares Outstanding
509,153
Institutional Holders
10
Total Inst. Value
$646K
% of Float Held
—
QoQ Holder Change
+3
Institutional data as of Q1 2025
New Positions
1
Closed Positions
3
Increased
6
Decreased
1
Institutional Ownership Trend
Top 10 Institutional Holders(Q1 2025)
| # | Fund | Value | Shares |
|---|---|---|---|
| 1 | ROYAL BANK OF CANADA | $452K | 11,943 |
| 2 | OSAIC HOLDINGS, INC. | $124K | 3,267 |
| 3 | UBS Group AG | $34K | 893 |
| 4 | Geneos Wealth Management Inc. | $16K | 413 |
| 5 | Glen Eagle Advisors, LLC | $16K | 412 |
| 6 | LPL Financial LLC | $3K | 88,904 |
| 7 | COMMONWEALTH EQUITY SERVICES, LLC | $1K | 31,548 |
| 8 | CITADEL ADVISORS LLC | $1K | 27,495 |
| 9 | AE Wealth Management LLC | $151 | 4 |
| 10 | MORGAN STANLEYNew | $0 | 1 |
Biggest Buyers & Sellers This Quarter
Top Buyers
| Fund | Shares Added | Value |
|---|---|---|
| ROYAL BANK OF CANADA | +3K | $452K |
| OSAIC HOLDINGS, INC. | +2K | $124K |
| UBS Group AG | +748 | $34K |
| LPL Financial LLC | +5K | $3K |
| COMMONWEALTH EQUITY SERVICES, LLC | +1K | $1K |
Top Sellers
| Fund | Shares Removed | Value |
|---|---|---|
| Geneos Wealth Management Inc. | -72 | $16K |
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Frequently Asked Questions
How many institutional investors hold SQLV?
As of Q1 2025, 10 institutional investors report holding SQLV (Royce Quant Small-Cap Quality Value ETF) in their 13F filings.
Which hedge fund owns the most SQLV?
The largest institutional holder of SQLV is ROYAL BANK OF CANADA with $452K in shares.
Are institutions buying or selling SQLV?
This quarter, 1 institutions opened new positions in SQLV and 3 closed their positions.
What is 13F institutional ownership?
SEC Form 13F is a quarterly report filed by institutional investment managers with over $100M in qualifying assets. It discloses their US equity holdings, providing transparency into what the largest investors are buying and selling.
How often is institutional ownership data updated?
13F filings are due 45 days after each calendar quarter end (May 15, Aug 14, Nov 14, Feb 14). Data is updated on HedgeTrace as new filings are processed.