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Who owns SLQDWhat SLQD owns — n/a

Who owns iShares 0-5 Year Investment Grade Corporate Bond ETF?

Institutional ownership of SLQD from SEC Form 13F filings across 150 reporting managers. All positions are from one synchronized reporting period — 2026-06-30 books, filed up to 45 days after quarter end — so every row is comparable.

150

13F holders

$1.11B

value, 2026 filers

46.9%

of shares outstanding (22.1M sh)

18

new positions (2026 filers)

Top institutional holders

ordered by shares owned · positions as of 2026-06-30· % of fund = share of the manager's own book · % of co. = share of SLQD's shares outstanding

#ManagerSharesValue% of fund% of co.Δ shares QoQ
1MORGAN STANLEY2.5M$128.2M0.0%5.4%+7.0%
2Allspring Global Investments Holdings, LLC2.1M$104.6M0.2%4.4%0.0%
3MAI Capital Management1.3M$64.2M0.2%2.7%+17.6%
4LPL Financial LLC1.2M$59.8M0.0%2.5%+7.1%
5UBS Group AG1.1M$57.3M0.0%2.4%-1.9%
6World Investment Advisors1.0M$52.1M0.9%2.2%0.0%
7FARMERS & MERCHANTS INVESTMENTS INC982,350$49.5M1.2%2.1%+1.2%
8ROYAL BANK OF CANADA855,934$43.1M0.0%1.8%+8.6%
9RAYMOND JAMES FINANCIAL INC824,298$41.5M0.0%1.7%+13.2%
10Crews Bank & Trust788,528$39.7M5.2%1.7%+3.8%
11BANK OF AMERICA CORP /DE/618,501$31.2M0.0%1.3%+3.8%
12AMERIPRISE FINANCIAL INC507,289$25.5M0.0%1.1%-38.7%
13NewEdge Advisors, LLCNEW503,384$25.4M0.1%1.1%new
14CREATIVE FINANCIAL DESIGNS INC /ADV448,811$22.6M1.1%1%-4.4%
15Vestmark Advisory Solutions, Inc.418,807$21.1M0.2%0.9%+5.5%
16Allianz Asset Management GmbH367,542$18.5M0.0%0.8%+2.3%
17Colonial Trust Advisors327,118$16.5M1.1%0.7%+4.5%
18Corient Private Wealth LP320,449$16.1M0.0%0.7%-11.1%
19Cetera Investment Advisers264,861$13.3M0.0%0.6%-10.7%
20Waterloo Capital, L.P.256,252$12.9M0.7%0.5%+5.9%
21WELLS FARGO & COMPANY/MN243,866$12.3M0.0%0.5%+3.8%
22STIFEL FINANCIAL CORP242,710$12.2M0.0%0.5%-5.1%
23NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO220,414$11.1M0.0%0.5%+9.7%
24ENVESTNET ASSET MANAGEMENT INC211,186$10.6M0.0%0.4%-2.3%
25Colonial Trust Co / SC199,884$10.1M1.3%0.4%+3.8%

Source: SEC Form 13F-HR filings (institutional managers over $100M in US-listed positions). 13Fs disclose long positions only, up to 45 days after quarter end; each manager's latest filed quarter is shown per row and dollar values are the manager's filed marks. Aggregates labeled "2026 filers" count only managers whose latest book is a 2026 quarter. Related: valuation · options positioning · supply chain. Research, not investment advice.

EvidInvest is an independent research and information tool. Figures are calculated from public SEC filings and third-party market data and are provided for informational and educational purposes only. EvidInvest does not provide investment advice, brokerage, or financial services, and is not affiliated with any company it covers. Verify all figures against primary sources before making any decision.