IR
Superintel
OverviewMarketsWatchlist
© 2026 IR SuperintelMethodologyContact

Selectquote Inc (SLQT)

CUSIP: 816307300 | NYSE | Financial Services · Insurance Brokers | Micro Cap | 538 institutional holders

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile

Institutional Holders — Q3 2026

Geode Capital Management, LLC1,682,445
0.0% of portfolio›$681.7K
TriaGen Wealth Management LLC1,035,000
0.1% of portfolio›$419.2K
Creative Planning594,119
0.0% of portfolio›$240.6K
Dimensional Fund Advisors LP520,236
0.0% of portfolio›$211.1K
Kavar Capital Partners Group, LLC391,312
0.0% of portfolio›$158.5K
Bryn Mawr Trust Advisors, LLC322,580
0.0% of portfolio›$130.6K
Barclays PLC208,887
0.0% of portfolio›$84.6K
UMB Bank, n.a.200,000
0.0% of portfolio›$81.0K
Commonwealth Equity Services, LLC181,939
0.0% of portfolio›$73.7K
Fragasso Financial Advisors Inc150,000
0.0% of portfolio›$53.7K
SMH Capital Advisors Inc116,337
0.2% of portfolio›$47.1K
LPL Financial LLC99,650
0.0% of portfolio›$40.4K
MacKenzie Financial Corp80,785
0.0% of portfolio›$32.7K
Verus Capital Partners, LLC47,500
0.0% of portfolio›$19.2K
Financial Partners Group, Inc43,859
0.0% of portfolio›$17.8K
Nations Financial Group Inc,33,500
0.0% of portfolio›$13.6K
Kornitzer Capital Management Inc29,000
0.0% of portfolio›$11.7K
GHP Investment Advisors, Inc.17,990
0.0% of portfolio›$7.3K
Bank of New York Mellon Corp13,527
0.0% of portfolio›$5.5K
Plan Group Financial, LLC11,359
0.0% of portfolio›$3.5K
Allworth Financial LP6,590
0.0% of portfolio›$5.5K
Russell Investments Group, Ltd.1,570
0.0% of portfolio›$635
Atwood & Palmer Inc1,500
0.0% of portfolio›$608
Lanark Financial, Inc.1,000
0.0% of portfolio›$405
Essential Partners LLC798
0.0% of portfolio›$323
SBI Securities Co., Ltd.726
0.0% of portfolio›$294
Parallel Advisors, LLC600
0.0% of portfolio›$243
EverSource Wealth Advisors, LLC568
0.0% of portfolio›$230
True Wealth Design, LLC272
0.0% of portfolio›$111
Fortitude Family Office, LLC73
0.0% of portfolio›$30
IFP Advisors, Inc63
0.0% of portfolio›$26
Farther Finance Advisors, LLC62
0.0% of portfolio›$25
Citigroup Inc1
0.0% of portfolio›$0
Caitong International Asset Management Co., Ltd1
0.0% of portfolio›$0
StyleTurnoverLocationFiled
Geode Capital Management, LLC
1,682,445$681.7K0.0%IndexVery LowBoston, MA2026-11-06
TriaGen Wealth Management LLC
1,035,000$419.2K0.1%CoreMediumCalabasas, CA2026-10-14
Creative Planning
594,119$240.6K0.0%IndexVery LowOverland Park, KS2026-11-02
Dimensional Fund Advisors LP
520,236$211.1K0.0%IndexLowAustin, TX2026-11-04
Kavar Capital Partners Group, LLC
391,312$158.5K0.0%CoreLowLeawood, KS2026-11-06
Bryn Mawr Trust Advisors, LLC
322,580$130.6K0.0%CoreLowPhiladelphia, PA2026-11-04
Barclays PLC
208,887$84.6K0.0%CoreMediumLondon, United Kingdom2026-11-06
UMB Bank, n.a.
200,000$81.0K0.0%CoreLowKansas City, MO2026-11-06
Commonwealth Equity Services, LLC
181,939$73.7K0.0%ETFLowWaltham, MA2026-11-02
Fragasso Financial Advisors Inc
150,000$53.7K0.0%ETFLowSewickley, PA2026-10-13
SMH Capital Advisors Inc
116,337$47.1K0.2%YieldMediumFort Worth, TX2026-10-29
LPL Financial LLC
99,650$40.4K0.0%IndexVery LowFort Mill, SC2026-11-06
MacKenzie Financial Corp
80,785$32.7K0.0%CoreMediumToronto Ontario, Australia2026-11-02
Verus Capital Partners, LLC
47,500$19.2K0.0%GrowthLowScottsdale, AZ2026-11-03
Financial Partners Group, Inc
43,859$17.8K0.0%ETFLowOverland Park, KS2026-10-19
Nations Financial Group Inc,
33,500$13.6K0.0%CoreLowCedar Rapids, IA2026-11-05
Kornitzer Capital Management Inc
29,000$11.7K0.0%CoreLowShawnee Mission, KS2026-11-03
GHP Investment Advisors, Inc.
17,990$7.3K0.0%CoreVery LowDenver, CO2026-10-15
Bank of New York Mellon Corp
13,527$5.5K0.0%CoreLowNew York, NY2026-11-05
Plan Group Financial, LLC
11,359$3.5K0.0%ETFMediumOklahoma City, OK2026-10-22
Allworth Financial LP
6,590$5.5K0.0%IndexLowFolsom, CA2026-11-06
Russell Investments Group, Ltd.
1,570$6350.0%CoreLowSeattle, WA2026-11-06
Atwood & Palmer Inc
1,500$6080.0%CoreVery LowKansas City, MO2026-10-08
Lanark Financial, Inc.
1,000$4050.0%CoreMediumBirmingham, AL2026-10-26
Essential Partners LLC
798$3230.0%ValueMediumRancho Santa Fe, CA2026-10-14
SBI Securities Co., Ltd.
726$2940.0%Agg GrowthLowTokyo, Mexico2026-10-22
Parallel Advisors, LLC
600$2430.0%IndexLowSan Francisco, CA2026-11-03
EverSource Wealth Advisors, LLC
568$2300.0%CoreMediumBirmingham, AL2026-11-04
True Wealth Design, LLC
272$1110.0%ETFMediumAkron, OH2026-10-13
Fortitude Family Office, LLC
73$300.0%ETFMediumScottsdale, AZ2026-10-14
IFP Advisors, Inc
63$260.0%GrowthLowTampa, FL2026-10-16
Farther Finance Advisors, LLC
62$250.0%IndexLowSan Francisco, CA2026-10-08
Citigroup Inc
1$00.0%CoreMediumNew York, NY2026-11-04
Caitong International Asset Management Co., Ltd
1$00.0%GrowthVery HighHong Kong, South Korea2026-10-29