Institutional Holders (2026 Q1)
155 + investorsExplore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in SLQT. Verified SEC 13F-HR filings.
| # | Investor | % of Portfolio | Shares | Mkt Value |
|---|---|---|---|---|
| 1 | Occam Crest Management LP | 0.76% | 2,000,000 | $1.3M |
| 2 | Diametric Capital, LP | 0.32% | 1,951,089 | $1.2M |
| 3 | ABRAMS BISON INVESTMENTS, LLC | 0.22% | 7,910,794 | $5.0M |
| 4 | TriaGen Wealth Management LLC | 0.18% | 1,055,500 | $664K |
| 5 | GatePass Capital, LLC | 0.15% | 526,700 | $332K |
| 6 | KAVAR CAPITAL PARTNERS GROUP, LLC | 0.03% | 391,312 | $246K |
| 7 | GSA CAPITAL PARTNERS LLP | 0.02% | 515,026 | — |
| 8 | PRELUDE CAPITAL MANAGEMENT, LLC | 0.01% | 296,954 | $187K |
| 9 | Eversept Partners, LP | 0.01% | 357,661 | $225K |
| 10 | Bryn Mawr Trust Advisors, LLC | 0.01% | 322,580 | $203K |
| 11 | BRIDGEWAY CAPITAL MANAGEMENT, LLC | 0.01% | 711,568 | $448K |
| 12 | State of Wyoming | 0.01% | 95,382 | $60K |
| 13 | Opes Wealth Management LLC | 0.01% | 59,520 | $37K |
| 14 | GUGGENHEIM CAPITAL LLC | 0.01% | 1,201,210 | $756K |
| 15 | Mariner, LLC | 0.00% | 6,486,665 | $4.1M |
| 16 | Financial Partners Group, Inc | 0.00% | 56,504 | $36K |
| 17 | Caption Management, LLC | 0.00% | 862,300 | $543K |
| 18 | Plan Group Financial, LLC | 0.00% | 19,533 | $12K |
| 19 | Abel Hall, LLC | 0.00% | 20,109 | $13K |
| 20 | CAPTRUST FINANCIAL ADVISORS | 0.00% | 2,287,226 | $1.4M |
| 21 | JACOBS LEVY EQUITY MANAGEMENT, INC | 0.00% | 870,687 | $548K |
| 22 | Mayflower Financial Advisors, LLC | 0.00% | 28,480 | $18K |
| 23 | Empowered Funds, LLC | 0.00% | 491,568 | $309K |
| 24 | UMB Bank, n.a. | 0.00% | 200,000 | $126K |
| 25 | EverSource Wealth Advisors, LLC | 0.00% | 3,530 | $56K |
| Investor | Ownership History |
% of Portfolio | Prev % | Rank | Conviction | Avg Buy Price | 13F Score™ 3Y / 7Y | Sell Timing | Shares | Mkt Value | Change | Change % | Source | Quarter | Filed |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|