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Institutional Ownership · SEC Form 13F

Who owns 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-Q2 13F filings (latest filed 2026-08-14). 13F is disclosed up to 45 days after quarter-end, so the most recent quarter fills in over the following weeks.

38
Institutional holders
2M
Shares held (tracked funds)

How the tape is positioned

3 tracked funds added or opened QCJA while 5 trimmed or exited it between 2026-Q1 and 2026-Q2 — the tape is split. When large holders disagree on a name, the funds moving first are sometimes ahead of the story.

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 2026-Q1 and 2026-Q2, across 38 tracked filers holding QCJA, 12 increased or opened the position and 26 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 2026-Q1 and 2026-Q2 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.

Full exits 1

  • Cambridge Investment Research Advisors, Inc.$6M

Largest adds

  • First International Bank of Israel Ltd.$2M
  • OLD MISSION CAPITAL LLC$516K
  • RAYMOND JAMES FINANCIAL INC$255K

Largest trims

  • Benson Wealth Management INC$2M
  • Kestra Advisory Services, LLC$974K
  • HARBOUR INVESTMENTS, INC.$810K
  • SUSQUEHANNA INTERNATIONAL GROUP, LLP$308K

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.900,000$21M30.2%2026-Q2
RAYMOND JAMES FINANCIAL INC added111,228$3M3.7%2026-Q2
Sage Capital Advisors,llc trimmed106,399$2M3.6%2026-Q2
Cetera Investment Advisers added104,955$2M3.5%2026-Q2
LPL Financial LLC trimmed91,536$2M3.1%2026-Q2
Kestra Advisory Services, LLC trimmed67,384$2M2.3%2026-Q2
ENVESTNET ASSET MANAGEMENT INC added52,894$1M1.8%2026-Q2
Falcon Wealth Planning45,845$1M1.5%2026-Q2
Diligent Investors, LLC trimmed43,200$1M1.5%2026-Q2
COMMONWEALTH EQUITY SERVICES, LLC added42,890$1M1.4%2026-Q2
Sequent Planning LLC trimmed39,818$930K1.3%2026-Q2
Sigma Planning Corp trimmed38,862$908K1.3%2026-Q2
Comprehensive Financial Consultants Institutional, Inc. added37,147$868K1.2%2026-Q2
Pinnacle Financial Partners, Inc. trimmed32,199$752K1.1%2026-Q2
OLD MISSION CAPITAL LLC added32,108$750K1.1%2026-Q2
Grantvest Financial Group LLC trimmed28,614$669K1.0%2026-Q2
SUSQUEHANNA INTERNATIONAL GROUP, LLP trimmed26,734$625K0.9%2026-Q2
CARY STREET PARTNERS FINANCIAL LLC added22,314$521K0.7%2026-Q2
Robertson Stephens Wealth Management, LLC trimmed22,200$519K0.7%2026-Q2
Main Street Financial Solutions, LLC17,528$410K0.6%2026-Q2
Signature Equity Partners, LLC trimmed16,585$388K0.6%2026-Q2
HARBOUR INVESTMENTS, INC. trimmed16,435$384K0.6%2026-Q2
Steward Partners Investment Advisory, LLC13,729$321K0.5%2026-Q2
INSIGNEO ADVISORY SERVICES, LLC trimmed12,828$300K0.4%2026-Q2
OSAIC HOLDINGS, INC.12,593$294K0.4%2026-Q2
Cypress Wealth Services, LLC12,444$291K0.4%2026-Q2
SILVER OAK SECURITIES, INCORPORATED added11,785$275K0.4%2026-Q2
Foundations Investment Advisors, LLC added11,236$263K0.4%2026-Q2
Benson Wealth Management INC trimmed10,403$243K0.3%2026-Q2
MONEY CONCEPTS CAPITAL CORP new9,677$226K0.3%2026-Q2
DHJJ Financial Advisors, Ltd.3,967$93K0.1%2026-Q2
Capital Investment Advisory Services, LLC3,135$73K0.1%2026-Q2
JPMORGAN CHASE & CO trimmed2,060$48K0.1%2026-Q2
Farther Finance Advisors, LLC added1,992$46K0.1%2026-Q2
IFP Advisors, Inc1,857$43K0.1%2026-Q2
LANARK FINANCIAL, INC.1,000$23K0.0%2026-Q2
HOLLENCREST CAPITAL MANAGEMENT trimmed750$18K0.0%2026-Q2
Integrity Financial Corp /WA284$7K0.0%2026-Q2
Cambridge Investment Research Advisors, Inc. added288,394$6M8.9%2026-Q1 stale (1 quarter behind)
JANE STREET GROUP, LLC trimmed20,191$435K0.6%2026-Q1 stale (1 quarter behind)
Jaffetilchin Investment Partners, LLC new14,777$318K0.5%2026-Q1 stale (1 quarter behind)
Csenge Advisory Group new13,886$299K0.4%2026-Q1 stale (1 quarter behind)
PARK AVENUE SECURITIES LLC new12,481$269K0.4%2026-Q1 stale (1 quarter behind)
Capital Analysts, LLC added11,386$245K0.4%2026-Q1 stale (1 quarter behind)
StoneX Group Inc. new10,266$221K0.3%2026-Q1 stale (1 quarter behind)
CWM, LLC5,368$116K0.2%2026-Q1 stale (1 quarter behind)
Sunbelt Securities, Inc.2,560$55K0.1%2026-Q1 stale (1 quarter behind)
Park Square Financial Group, LLC new333$7K0.0%2026-Q1 stale (1 quarter behind)
UBS Group AG trimmed233$5K0.0%2026-Q1 stale (1 quarter behind)
TRUIST FINANCIAL CORP trimmed10,371$229K0.3%2025-Q4 stale (2 quarters behind)
Foguth Wealth Management, LLC. trimmed10,279$227K0.3%2025-Q4 stale (2 quarters behind)
CoreCap Advisors, LLC new6,253$138K0.2%2025-Q4 stale (2 quarters behind)
ROYAL BANK OF CANADA trimmed297$7K0.0%2025-Q4 stale (2 quarters behind)
CITADEL ADVISORS LLC added37,846$811K1.2%2025-Q3 stale (3 quarters behind)
SYNOVUS FINANCIAL CORP added29,596$634K0.9%2025-Q3 stale (3 quarters behind)
Apollon Wealth Management, LLC26,550$569K0.8%2025-Q3 stale (3 quarters behind)
Aptus Capital Advisors, LLC new67$1K0.0%2025-Q3 stale (3 quarters behind)
SAGESPRING WEALTH PARTNERS, LLC added248,058$5M7.4%2025-Q2 stale (4 quarters behind)
Signal Advisors Wealth, LLC new244,316$5M7.2%2025-Q2 stale (4 quarters behind)
LexAurum Advisors, LLC new42,535$878K1.3%2025-Q2 stale (4 quarters behind)
Maia Wealth LLC trimmed28,742$593K0.9%2025-Q2 stale (4 quarters behind)
Arlington Capital Management, Inc. new13,367$276K0.4%2025-Q2 stale (4 quarters behind)
CONCOURSE FINANCIAL GROUP SECURITIES, INC.0—0.0%2025-Q2 stale (4 quarters behind)

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