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Institutional Ownership · SEC Form 13F

Who owns QCJA (QCJA)


Which tracked institutional funds hold QCJA, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See QCJA company fundamentals →

Ownership as of the 2026-Q1 13F filings. 13F is disclosed up to 45 days after quarter-end, so the most recent quarter fills in over the following weeks.

46
Institutional holders
2,535,072
Shares held (tracked funds)

How the tape is positioned

The tracked-fund tape on QCJA is one-sided between 2025-Q4 and 2026-Q1: 12 added or opened and 2 trimmed or exited — on balance accumulating.

A prompt to read the filings, not a verdict. 13F is a quarter-end snapshot disclosed up to 45 days late; a fund adds or exits for mandate, benchmark, and timing reasons that have nothing to do with a view on the stock. This is a starting question, not a signal to trade.

Conviction spread

QCJA’s largest tracked holder by dollar value, First International Bank of Israel Ltd., sizes it at 5.7% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 5.7pp conviction gap — its largest holder concentrates the name more heavily than the typical one.

Book-share is each fund’s reported value in QCJA divided by its whole reported 13F book, so it is comparable across funds of different sizes and is unaffected by stock splits. A higher share means a fund has committed more of its book to the name — a starting question about conviction, not a verdict or a signal to trade.

Institutional & insider positioning

Between 2025-Q4 and 2026-Q1, across 46 tracked filers holding QCJA, 35 increased or opened the position and 10 reduced or closed it; over the same quarter, there were no open-market insider Form 4s.

This fuses two public signals for the same quarter — how tracked institutions changed their positions and whether insiders bought or sold in the open market. It describes what was filed; it is a starting question, not a verdict or a signal to trade.

New buyers & exits

Funds opening or closing a position in QCJA between the 2025-Q4 and 2026-Q1 13F filings, and the largest changes among funds holding it in both. New buyers and exits are counted on fund presence (split-invariant); adds and trims are measured on reported value.

New buyers 4

  • First International Bank of Israel Ltd.$19M
  • LPL Financial LLC$2M
  • Falcon Wealth Planning$988K
  • Diligent Investors, LLC$952K

Largest adds

  • Cambridge Investment Research Advisors, Inc.$4M
  • Cetera Investment Advisers$2M
  • Kestra Advisory Services, LLC$841K
  • RAYMOND JAMES FINANCIAL INC$799K
  • COMMONWEALTH EQUITY SERVICES, LLC$402K
  • ENVESTNET ASSET MANAGEMENT INC$338K

Largest trims

  • CARY STREET PARTNERS FINANCIAL LLC$983K
  • Sigma Planning Corp$289K

Institutional holders

One row per tracked fund, largest reported value first. “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding. Rows marked stale are from an earlier filing than the security’s latest quarter — that fund is absent from the newest snapshot (position exited, or reported under a different name).

FundSharesReported value% of valueQuarter
First International Bank of Israel Ltd. new900,000$19M27.9%2026-Q1
Cambridge Investment Research Advisors, Inc. added288,394$6M8.9%2026-Q1
Kestra Advisory Services, LLC added118,314$3M3.7%2026-Q1
RAYMOND JAMES FINANCIAL INC added108,828$2M3.4%2026-Q1
Sage Capital Advisors,llc trimmed106,499$2M3.3%2026-Q1
Cetera Investment Advisers added102,783$2M3.2%2026-Q1
Benson Wealth Management INC added101,179$2M3.1%2026-Q1
LPL Financial LLC new92,836$2M2.9%2026-Q1
HARBOUR INVESTMENTS, INC. added55,435$1M1.7%2026-Q1
ENVESTNET ASSET MANAGEMENT INC added51,950$1M1.6%2026-Q1
Falcon Wealth Planning new45,845$988K1.4%2026-Q1
Sequent Planning LLC added45,542$981K1.4%2026-Q1
Diligent Investors, LLC new44,200$952K1.4%2026-Q1
SUSQUEHANNA INTERNATIONAL GROUP, LLP trimmed43,301$933K1.3%2026-Q1
COMMONWEALTH EQUITY SERVICES, LLC added41,300$890K1.3%2026-Q1
Sigma Planning Corp trimmed38,947$839K1.2%2026-Q1
Comprehensive Financial Consultants Institutional, Inc. added34,454$742K1.1%2026-Q1
Pinnacle Financial Partners, Inc. added34,059$734K1.1%2026-Q1
Grantvest Financial Group LLC added30,333$653K0.9%2026-Q1
Robertson Stephens Wealth Management, LLC new23,100$498K0.7%2026-Q1
CARY STREET PARTNERS FINANCIAL LLC trimmed22,304$480K0.7%2026-Q1
JANE STREET GROUP, LLC trimmed20,191$435K0.6%2026-Q1
Signature Equity Partners, LLC added18,210$392K0.6%2026-Q1
Jaffetilchin Investment Partners, LLC new14,777$318K0.5%2026-Q1
Csenge Advisory Group new13,886$299K0.4%2026-Q1
Steward Partners Investment Advisory, LLC new13,729$296K0.4%2026-Q1
INSIGNEO ADVISORY SERVICES, LLC new13,536$292K0.4%2026-Q1
OSAIC HOLDINGS, INC. new12,593$271K0.4%2026-Q1
PARK AVENUE SECURITIES LLC new12,481$269K0.4%2026-Q1
Cypress Wealth Services, LLC12,444$268K0.4%2026-Q1
Capital Analysts, LLC added11,386$245K0.4%2026-Q1
Foundations Investment Advisors, LLC new11,131$240K0.3%2026-Q1
OLD MISSION CAPITAL LLC trimmed10,854$234K0.3%2026-Q1
StoneX Group Inc. new10,266$221K0.3%2026-Q1
SILVER OAK SECURITIES, INCORPORATED trimmed9,727$210K0.3%2026-Q1
CWM, LLC5,368$116K0.2%2026-Q1
DHJJ Financial Advisors, Ltd. added3,967$85K0.1%2026-Q1
Capital Investment Advisory Services, LLC new3,135$68K0.1%2026-Q1
Sunbelt Securities, Inc.2,560$55K0.1%2026-Q1
IFP Advisors, Inc1,857$40K0.1%2026-Q1
HOLLENCREST CAPITAL MANAGEMENT1,250$27K0.0%2026-Q1
NBC SECURITIES, INC.1,000$22K0.0%2026-Q1
Park Square Financial Group, LLC new333$7K0.0%2026-Q1
Integrity Financial Corp /WA new284$6K0.0%2026-Q1
Farther Finance Advisors, LLC new271$6K0.0%2026-Q1
UBS Group AG trimmed233$5K0.0%2026-Q1
SAGESPRING WEALTH PARTNERS, LLC added248,058$5M7.4%2025-Q2 stale
Signal Advisors Wealth, LLC new244,316$5M7.3%2025-Q2 stale
LexAurum Advisors, LLC new42,535$878K1.3%2025-Q2 stale
CITADEL ADVISORS LLC added37,846$811K1.2%2025-Q3 stale
SYNOVUS FINANCIAL CORP added29,596$634K0.9%2025-Q3 stale
Maia Wealth LLC trimmed28,742$593K0.9%2025-Q2 stale
Apollon Wealth Management, LLC26,550$569K0.8%2025-Q3 stale
Arlington Capital Management, Inc. new13,367$276K0.4%2025-Q2 stale
OPTIMA CAPITAL LLC new13,640$262K0.4%2025-Q1 stale
TRUIST FINANCIAL CORP trimmed10,371$229K0.3%2025-Q4 stale
Foguth Wealth Management, LLC. trimmed10,279$227K0.3%2025-Q4 stale
CoreCap Advisors, LLC new6,253$138K0.2%2025-Q4 stale
JPMORGAN CHASE & CO added4,735$104K0.2%2025-Q4 stale
ROYAL BANK OF CANADA trimmed297$7K0.0%2025-Q4 stale
Aptus Capital Advisors, LLC new67$1K0.0%2025-Q3 stale
CONCOURSE FINANCIAL GROUP SECURITIES, INC.00.0%2025-Q2 stale

Ownership over time

Tracked institutional holder count and total shares held by filing quarter (independent scales). The curated-era tail and any mid-ingest latest quarter are handled honestly — a partial quarter is not drawn as a collapse.

HoldersTotal shares

Reading this table

Funds hold the same stock for different reasons — an index fund “holds” almost everything, an active manager sizes a name to a mandate and a benchmark, and each fund entered at its own price and time. Because 13F is filed up to 45 days after quarter-end, every row is a backward-looking snapshot; a manager may have traded since. Share-class siblings (a company’s A and C shares) are rolled up to one line so a dual-class name is never double-counted. Compare like-for-like. A large holder is not an endorsement, and a fund exiting is not a warning — this is a starting question, not a verdict.

About 13F filings

A Form 13F is a quarterly disclosure that institutional investment managers with over $100 million in US-listed equities must file with the SEC. In plain English: it is a snapshot of the long stock positions a fund held at the end of a quarter. It covers long US-listed equities only — not short positions, options, cash, or private holdings — and the funds shown are the large sample we track, not the complete 13F universe.

Learn how to read institutional ownership