Institutional Ownership Royce Quant Small Cap Quality (SQLV)
This table provides information about the institutional ownership of Royce Quant Small Cap Quality (SQLV). We have compiled data on the 13 institutions that hold shares in the stock, with a total of 172,085 shares, which have been reported (via 13F filing form) to have a value of $0.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Lpl Financial LLC
Fort Mill, SC |
Feb 11, 2025 Q4 2024 |
84,357
shares
|
$0
0.0% of portfolio
|
Q4 2024
Added 1.05%
|
|
|
Commonwealth Equity Services, LLC
|
Feb 10, 2025 Q4 2024 |
30,323
shares
|
$0
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Feb 14, 2025 Q4 2024 |
25,323
shares
|
$0
0.0% of portfolio
|
Q4 2024
Reduced 28.44%
|
|
|
Arden Trust CO
|
Jul 09, 2024 Q2 2024 |
14,116
shares
|
$0
0.0% of portfolio
|
Q4 2023
Reduced 24.32%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Feb 14, 2025 Q4 2024 |
9,008
shares
|
$0
0.0% of portfolio
|
Q4 2024
Reduced 72.72%
|
|
|
Independent Advisor Alliance
|
Feb 07, 2025 Q4 2024 |
6,200
shares
|
$0
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Feb 07, 2025 Q4 2024 |
1,555
shares
|
$0
0.0% of portfolio
|
Q4 2024
Added 21.01%
|
|
|
Geneos Wealth Management Inc.
|
Jan 21, 2025 Q4 2024 |
485
shares
|
$0
0.0% of portfolio
|
Q4 2024
Reduced 6.91%
|
|
|
Glen Eagle Advisors, LLC
Kingston, NJ |
Feb 14, 2025 Q4 2024 |
412
shares
|
$0
0.0% of portfolio
|
Q1 2022
Reduced 20.31%
|
|
|
Golden State Wealth Management, LLC
Santa Ana, CA |
Jan 28, 2025 Q4 2024 |
157
shares
|
$0
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Ubs Group Ag
|
Feb 14, 2025 Q4 2024 |
145
shares
|
$0
0.0% of portfolio
|
Q4 2024
Added 61.11%
|
|
|
Ae Wealth Management LLC
|
Feb 13, 2025 Q4 2024 |
4
shares
|
$0
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Feb 13, 2025 Q4 2024 |
0
shares
|
$0
0.0% of portfolio
|
Q4 2024
New holding
|