Filing Research | SLQT - SELECTQUOTE INC Institutional Holdings

Snapshot holdings

23 / 23 loaded

#		Instrument	quantity
1	TriaGen Wealth Management LLC	Shares	1.1MSH	$887.8K
2	KAVAR CAPITAL PARTNERS GROUP, LLC	Shares	391.3KSH	$329.1K
3	Y-Intercept (Hong Kong) Ltd	Shares	47.9KSH	$40.3K
4	Financial Partners Group, Inc	Shares	45.2KSH	$38.0K
5	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Shares	43.8KSH	$33.7K
6	NATIONS FINANCIAL GROUP INC, /IA/ /ADV	Shares	33.5KSH	$28.2K
7	PFG Investments, LLC	Shares	29.8KSH	$25.0K
8	Mayflower Financial Advisors, LLC	Shares	28.5KSH	$24.0K
9	Merit Financial Group, LLC	Shares	18.2KSH	$15.3K
10	GHP Investment Advisors, Inc.	Shares	18.0KSH	$15.1K
11	Abel Hall, LLC	Shares	16.3KSH	$13.7K
12	EverSource Wealth Advisors, LLC	Shares	4.4KSH	$3.7K
13	ATWOOD & PALMER INC	Shares	1.5KSH	$1.3K
14	Farther Finance Advisors, LLC	Shares	1.5KSH	$1.2K
15	LANARK FINANCIAL, INC.	Shares	1.0KSH	$841
16	True Wealth Design, LLC	Shares	877SH	$738
17	IFP Advisors, Inc	Shares	524SH	$441
18	Fortitude Family Office, LLC	Shares	414SH	$348
19	Wealth Enhancement Trust Services, Inc.	Shares	351SH	$295
20	SBI Securities Co., Ltd.	Shares	326SH	$274
21	SJS Investment Consulting Inc.	Shares	79SH	$67
22	State of Alaska, Department of Revenue	Shares	7.3KSH	$6
23	Capital Advisors, Ltd. LLC	Shares	4SH	$0

Manager changes2026-06-30 vs 2026-03-31

24 / 24 loaded

#		Instrument
1	TriaGen Wealth Management LLC unchanged	Shares	0	+$223.3K	$887.8K
2	KAVAR CAPITAL PARTNERS GROUP, LLC unchanged	Shares	0	+$82.8K	$329.1K
3	Y-Intercept (Hong Kong) Ltd new	Shares	+47.9K	+$40.3K	$40.3K
4	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC added	Shares	+22.8K	+$21.0K	$33.7K
5	Merit Financial Group, LLC added	Shares	+7.5K	+$8.6K	$15.3K
6	NATIONS FINANCIAL GROUP INC, /IA/ /ADV unchanged	Shares	0	+$7.1K	$28.2K
7	PFG Investments, LLC unchanged	Shares	0	+$6.3K	$25.0K
8	Mayflower Financial Advisors, LLC unchanged	Shares	0	+$6.0K	$24.0K
9	GHP Investment Advisors, Inc. unchanged	Shares	0	+$3.8K	$15.1K
10	EverSource Wealth Advisors, LLC added	Shares	+2.6K	+$2.6K	$3.7K
11	Financial Partners Group, Inc trimmed	Shares	-11.3K	+$2.4K	$38.0K
12	Abel Hall, LLC trimmed	Shares	-3.9K	+$1.0K	$13.7K
13	Farther Finance Advisors, LLC added	Shares	+640	+$732	$1.2K
14	True Wealth Design, LLC added	Shares	+400	+$437	$738
15	Fortitude Family Office, LLC new	Shares	+414	+$348	$348
16	ATWOOD & PALMER INC unchanged	Shares	0	+$317	$1.3K
17	IFP Advisors, Inc added	Shares	+326	+$316	$441
18	Wealth Enhancement Trust Services, Inc. new	Shares	+351	+$295	$295
19	LANARK FINANCIAL, INC. unchanged	Shares	0	+$212	$841
20	SBI Securities Co., Ltd. added	Shares	+5	+$72	$274
21	SJS Investment Consulting Inc. added	Shares	+56	+$52	$67
22	State of Alaska, Department of Revenue unchanged	Shares	0	+$2	$6
23	Capital Advisors, Ltd. LLC unchanged	Shares	0	$0	$0
24	Police & Firemen's Retirement System of New Jersey exited	Shares	-34.4K	-$21.6K	$0