QTPI EXCHANGE PLACE ADVISORS TRUS
FollowETF (fund)
11 managers (11 13F filers) reported a position in QTPI shares at 2026-03-31, 1,694,954 shares in all. 2 filers opened a position and 0 filers sold out during the quarter.
- Managers
- 11
- 13F filers
- 11
- New
- 2
- Added
- 4
- Reduced
- 3
- Sold out
- 0
- Shares held by filers
- 1,694,954
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, Q1 2026
Filers in the available 13F reports with a share position at 2026-03-31, 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 | 858,338 | $21.8M | 3.6% | +50,125 | 13F-HRTimeline |
| RED CEDAR INVESTMENT MANAGEMENT, LLC | 466,193 | $11.8M | 1.23% | 0 | 13F-HRTimeline |
| CSM Advisors, LLC | 175,931 | $4.46M | 0.11% | -22,271 | 13F-HRTimeline |
| EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L… | 49,677 | $1.26M | 0.04% | new | 13F-HR/ATimelineGroup |
| Merit Financial Group, LLC | 41,304 | $1.05M | 0.01% | -8,690 | 13F-HRTimeline |
| WEST MICHIGAN ADVISORS, LLC | 39,747 | $1.01M | 0.22% | +9,482 | 13F-HRTimeline |
| OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC. | 18,612 | $472K | <0.01% | +3,354 | 13F-HRTimelineGroup |
| JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC | 17,692 | $449K | <0.01% | -4,801 | 13F-HRTimelineGroup |
| AdvisorNet Financial, Inc | 16,040 | $407K | 0.02% | +1,820 | 13F-HRTimeline |
| Patriot Financial Group Insurance Agenc… | 11,220 | $284K | 0.02% | new | 13F-HRTimeline |
| Allworth Financial LP | 200 | $5.07K | <0.01% | 0 | 13F-HRTimeline |