Who owns SQLV?
Royce Quant Small-Cap Quality Value ETF
17 institutions reported holding SQLV, worth $5.8M, in Form 13F filings for June 30, 2026.
Top 10 institutional holders of SQLV
| Firm | Location | Value | Shares | Change |
|---|---|---|---|---|
| Encompass More Asset Management | Danville, CA | $2.2M | 42,144 | +2,091 shares |
| Commonwealth Equity Services, LLC | Waltham, MA | $1.0M | 20,137 | −182 shares |
| LPL Financial LLC | Fort Mill, SC | $812K | 15,579 | −130 shares |
| Royal Bank of Canada | Toronto, Ontario, Canada | $763K | 14,644 | +3,786 shares |
| Citadel Advisors LLC | Miami, FL | $482K | 9,242 | −303 shares |
| Cetera Investment Advisers | Schaumburg, IL | $209K | 4,010 | New position |
| Osaic Holdings, Inc. | Scottsdale, AZ | $146K | 2,807 | +268 shares |
| Farther Finance Advisors, LLC | San Francisco, CA | $42K | 811 | No change |
| Geneos Wealth Management Inc. | Englewood, CO | $23K | 450 | No change |
| Glen Eagle Advisors, LLC | Kingston, NJ | $21K | 412 | No change |
From SEC Form 13F, for managers with $100M+ in US securities. Change compares June 30, 2026 with March 31, 2026. “New position” means no holding in the prior filing we have.
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Frequently asked questions
Who owns SQLV?
17 institutional managers reported holding SQLV in Form 13F filings for June 30, 2026, worth $5.8M in total. The largest reported position was held by Encompass More Asset Management, at $2.2M.
Did institutions buy or sell SQLV last quarter?
Reported 13F value rose 22.5% from March 31, 2026, which includes price moves as well as buying and selling. 6 firms reported a new position and 1 sold all of theirs.
What is a Form 13F?
A quarterly report filed with the SEC by institutional investment managers with $100 million or more in qualifying US securities. It lists their long positions at quarter end. It doesn't cover retail investors, cash, short positions, or managers under the threshold, so it shows part of a fund's ownership, not all of it.
How often is SQLV ownership data updated?
13F filings are due 45 days after each quarter ends. The next set is due around mid-November. Positions can be up to about four and a half months old by the time a new set arrives.