QTPI EXCHANGE PLACE ADVISORS TRUS

ETF (fund)

10 managers (10 13F filers) reported a position in QTPI shares at 2026-06-30, 1,765,961 shares in all. 2 filers opened a position and 3 filers sold out during the quarter.

Managers: 10
13F filers: 10
New: 2
Added: 5
Reduced: 1
Sold out: 3
Shares held by filers: 1,765,961

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q2 2026

Filers in the available 13F reports with a share position at 2026-06-30, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

Holder	Shares	Value	% of portfolio	Change	Source
SMI Advisory Services, LLC	884,577	$22.6M	3.67%	+26,239	13F-HR Timeline
RED CEDAR INVESTMENT MANAGEMENT, LLC	466,193	$11.9M	1.13%	0	13F-HR Timeline
CSM Advisors, LLC	168,931	$4.31M	0.09%	-7,000	13F-HR Timeline
Integrated Wealth Concepts LLC	93,490	$2.38M	0.01%	new	13F-HR Timeline
WEST MICHIGAN ADVISORS, LLC	52,428	$1.34M	0.25%	+12,681	13F-HR/A Timeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…	49,728	$1.27M	0.04%	+51	13F-HR Timeline Group
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.	22,444	$572K	<0.01%	+3,832	13F-HR Timeline Group
AdvisorNet Financial, Inc	16,221	$414K	0.02%	+181	13F-HR Timeline
GTS SECURITIES LLC	11,749	$300K	0.01%	new	13F-HR Timeline
Allworth Financial LP	200	$5.1K	<0.01%	0	13F-HR Timeline