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Institutional Ownership · SEC Form 13F

Who owns QDPL (QDPL)


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

191
Institutional holders
22,991,005
Shares held (tracked funds)

How the tape is positioned

30 tracked funds added or opened QDPL while 37 trimmed or exited it between 2025-Q4 and 2026-Q1 — 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

QDPL’s largest tracked holder by dollar value, LPL Financial LLC, sizes it at 0.0% of its own reported 13F book, while the median holder sizes it at 0.1% of theirs — a 0.1pp gap the other way — the median holder sizes QDPL more heavily than its largest holder by dollar value does.

Book-share is each fund’s reported value in QDPL 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 191 tracked filers holding QDPL, 115 increased or opened the position and 75 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 QDPL 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 8

  • IFS Group,LLC$5M
  • Cooper Financial Group$3M
  • CITADEL ADVISORS LLC$2M
  • Foundations Investment Advisors, LLC$2M
  • OLD MISSION CAPITAL LLC$1M
  • Commerce Advisors, LLC$686K

Full exits 4

  • AXXCESS WEALTH MANAGEMENT, LLC$4M
  • GREENBERG FINANCIAL GROUP$1M
  • Snowden Capital Advisors LLC$1M
  • Stratos Investment Management, LLC$848K

Largest adds

  • NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$16M
  • MORGAN STANLEY$16M
  • WELLS FARGO & COMPANY/MN$11M
  • Rockefeller Capital Management L.P.$3M
  • Prospera Financial Services Inc$3M
  • MY Wealth Management Inc.$3M

Largest trims

  • ROYAL BANK OF CANADA$28M
  • LPL Financial LLC$8M
  • ENVESTNET ASSET MANAGEMENT INC$5M
  • NewEdge Advisors, LLC$4M
  • MML INVESTORS SERVICES, LLC$4M
  • Marshall & Sterling Wealth Advisors Inc.$4M

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
LPL Financial LLC trimmed3,319,335$133M14.7%2026-Q1
BANK OF AMERICA CORP /DE/ added2,598,898$104M11.5%2026-Q1
MORGAN STANLEY added2,534,099$102M11.2%2026-Q1
RAYMOND JAMES FINANCIAL INC added1,292,764$52M5.7%2026-Q1
Stratos Wealth Partners, LTD. added1,045,323$42M4.6%2026-Q1
ROYAL BANK OF CANADA trimmed1,028,100$41M4.6%2026-Q1
Advisory Resource Group trimmed977,608$39M4.3%2026-Q1
Cambridge Investment Research Advisors, Inc. added777,785$31M3.4%2026-Q1
COMMONWEALTH EQUITY SERVICES, LLC added465,651$19M2.1%2026-Q1
Mariner, LLC added435,489$17M1.9%2026-Q1
OSAIC HOLDINGS, INC. trimmed430,635$17M1.9%2026-Q1
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO added417,264$17M1.9%2026-Q1
MML INVESTORS SERVICES, LLC trimmed403,157$16M1.8%2026-Q1
Cetera Investment Advisers trimmed366,440$15M1.6%2026-Q1
Prospera Financial Services Inc added289,091$12M1.3%2026-Q1
ENVESTNET ASSET MANAGEMENT INC trimmed286,705$12M1.3%2026-Q1
WELLS FARGO & COMPANY/MN added263,916$11M1.2%2026-Q1
Onyx Bridge Wealth Group LLC trimmed178,732$7M0.8%2026-Q1
TRUIST FINANCIAL CORP added166,629$7M0.7%2026-Q1
Kestra Advisory Services, LLC added156,288$6M0.7%2026-Q1
MY Wealth Management Inc. added169,558$6M0.7%2026-Q1
Modern Wealth Management, LLC added149,246$6M0.7%2026-Q1
Gladstone Institutional Advisory LLC trimmed145,244$6M0.6%2026-Q1
Janney Montgomery Scott LLC trimmed141,451$6M0.6%2026-Q1
IFS Group,LLC trimmed133,518$5M0.6%2026-Q1
Empire Financial Management Company, LLC added127,460$5M0.6%2026-Q1
Stillwater Wealth Management Group trimmed125,780$5M0.6%2026-Q1
BlackDiamond Wealth Management, LLC added124,700$5M0.6%2026-Q1
INDEPENDENT FINANCIAL GROUP, LLC trimmed121,334$5M0.5%2026-Q1
Cassady Wealth & Retirement Planning, LLC added96,857$4M0.5%2026-Q1
Fearless Solutions, LLC dba Best Invest trimmed104,629$4M0.5%2026-Q1
Ausdal Financial Partners, Inc. added103,009$4M0.5%2026-Q1
Steward Partners Investment Advisory, LLC added101,909$4M0.5%2026-Q1
Safe Harbor Fiduciary, LLC added99,371$4M0.4%2026-Q1
Rockefeller Capital Management L.P. added98,013$4M0.4%2026-Q1
SOUTHERN CAPITAL SERVICES INC /ADV trimmed88,468$4M0.4%2026-Q1
Code Waechter LLC added85,360$3M0.4%2026-Q1
CHANNEL WEALTH LLC added77,095$3M0.3%2026-Q1
BENJAMIN EDWARDS INC trimmed76,520$3M0.3%2026-Q1
Capital Asset Advisory Services LLC trimmed70,613$3M0.3%2026-Q1
Geneos Wealth Management Inc. added75,463$3M0.3%2026-Q1
HARBOUR INVESTMENTS, INC. added73,478$3M0.3%2026-Q1
STIFEL FINANCIAL CORP trimmed72,379$3M0.3%2026-Q1
Capital Investment Advisory Services, LLC added68,319$3M0.3%2026-Q1
WEST MICHIGAN ADVISORS, LLC added67,472$3M0.3%2026-Q1
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC trimmed66,358$3M0.3%2026-Q1
LEVEL FOUR ADVISORY SERVICES, LLC added66,655$3M0.3%2026-Q1
Benchmark Financial Wealth Advisors, LLC added66,497$3M0.3%2026-Q1
Sigma Planning Corp trimmed65,738$3M0.3%2026-Q1
Lifestyle Asset Management, Inc. added64,491$3M0.3%2026-Q1
Guardian Financial Partners, LLC trimmed64,101$3M0.3%2026-Q1
Cooper Financial Group new63,196$3M0.3%2026-Q1
Chicago Partners Investment Group LLC trimmed56,388$2M0.3%2026-Q1
Dakota Wealth Management trimmed58,472$2M0.3%2026-Q1
Integrated Wealth Concepts LLC added55,467$2M0.2%2026-Q1
Sanctuary Advisors, LLC trimmed55,198$2M0.2%2026-Q1
Anson Capital, Inc. added54,861$2M0.2%2026-Q1
Private Advisor Group, LLC added53,761$2M0.2%2026-Q1
Farther Finance Advisors, LLC trimmed53,190$2M0.2%2026-Q1
Advisory Services Network, LLC trimmed53,527$2M0.2%2026-Q1
Tradition Wealth Management, LLC added48,523$2M0.2%2026-Q1
CITADEL ADVISORS LLC added46,495$2M0.2%2026-Q1
Foundations Investment Advisors, LLC new44,780$2M0.2%2026-Q1
Daybright Advisory Services, Inc. added44,195$2M0.2%2026-Q1
KESTRA PRIVATE WEALTH SERVICES, LLC trimmed40,774$2M0.2%2026-Q1
CITIGROUP INC added40,353$2M0.2%2026-Q1
Teamwork Financial Advisors, LLC added40,103$2M0.2%2026-Q1
Private Wealth Partners, LLC39,950$2M0.2%2026-Q1
Requisite Capital Management, LLC trimmed39,641$2M0.2%2026-Q1
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC added39,463$2M0.2%2026-Q1
J.W. COLE ADVISORS, INC. added39,671$2M0.2%2026-Q1
Founders Financial Alliance, LLC trimmed36,952$1M0.2%2026-Q1
WETZEL INVESTMENT ADVISORS, INC. added35,900$1M0.2%2026-Q1
BlueStem Wealth Partners, LLC added35,145$1M0.2%2026-Q1
MGO ONE SEVEN LLC added34,944$1M0.2%2026-Q1
Spinnaker Investment Group, LLC added34,628$1M0.2%2026-Q1
Tripletail Wealth Management, LLC trimmed34,256$1M0.2%2026-Q1
BCS Wealth Management trimmed32,427$1M0.1%2026-Q1
Smart Portfolios, LLC added32,415$1M0.1%2026-Q1
STEPHENS INC /AR/ trimmed31,805$1M0.1%2026-Q1
Baird Financial Group, Inc. added31,024$1M0.1%2026-Q1
BNB Wealth Management, LLC trimmed29,822$1M0.1%2026-Q1
Redmond Asset Management, LLC added28,407$1M0.1%2026-Q1
OLD MISSION CAPITAL LLC added27,989$1M0.1%2026-Q1
NATIONS FINANCIAL GROUP INC, /IA/ /ADV added27,469$1M0.1%2026-Q1
FOCUSED ALPHA, LLC trimmed26,699$1M0.1%2026-Q1
INTEGRITY ALLIANCE, LLC. trimmed26,267$1M0.1%2026-Q1
Autumn Glory Partners, LLC added25,812$1M0.1%2026-Q1
Signature Equity Partners, LLC trimmed25,709$1M0.1%2026-Q1
Clay Northam Wealth Management, LLC added25,456$1M0.1%2026-Q1
Anchor Investment Management, LLC trimmed24,642$989K0.1%2026-Q1
Equitable Holdings, Inc. trimmed22,624$961K0.1%2026-Q1
Atria Wealth Solutions, Inc. trimmed109,259$4M0.5%2025-Q2 stale
AXXCESS WEALTH MANAGEMENT, LLC trimmed84,023$4M0.4%2025-Q4 stale
AVANTAX ADVISORY SERVICES, INC. added72,870$3M0.3%2025-Q2 stale
Fortress Wealth Management, Inc. trimmed67,506$3M0.3%2025-Q3 stale
Lokken Investment Group LLC trimmed62,944$3M0.3%2025-Q3 stale
Independent Wealth Network Inc. trimmed50,600$2M0.2%2025-Q1 stale
GREENBERG FINANCIAL GROUP trimmed30,803$1M0.1%2025-Q4 stale
Snowden Capital Advisors LLC new28,949$1M0.1%2025-Q4 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