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QTPI EXCHANGE PLACE ADVISORS TRUS

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ETF (fund)

7 managers (7 13F filers) reported a position in QTPI shares at 2025-09-30, 630,886 shares in all. 2 filers opened a position and 0 filers sold out during the quarter.

Managers
7
13F filers
7
New
2
Added
3
Reduced
1
Sold out
0
Shares held by filers
630,886

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, Q3 2025

Filers in the available 13F reports with a share position at 2025-09-30, 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.

HolderSharesValue% of portfolioChangeSource
RED CEDAR INVESTMENT MANAGEMENT, LLC327,100$8.37M0.98%+127,10013F-HRTimeline
CSM Advisors, LLC198,202$5.07M0.14%-1,79813F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC59,241$1.52M<0.01%+47,98913F-HRTimeline
WEST MICHIGAN ADVISORS, LLC21,543$552K0.13%new13F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.12,450$318K<0.01%+3,83713F-HRTimelineGroup
AdvisorNet Financial, Inc12,150$311K0.02%new13F-HRTimeline
Allworth Financial LP200$5.12K<0.01%013F-HRTimeline