Who owns QFLR
Which tracked institutional funds hold QFLR, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See QFLR company fundamentals →
Ownership as of the 2026-Q2 13F filings (latest filed 2026-08-20). 13F is disclosed up to 45 days after quarter-end, so the most recent quarter fills in over the following weeks.
How the tape is positioned
37 tracked funds added or opened QFLR while 16 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
QFLR’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 0.0pp gap the other way — the median holder sizes QFLR more heavily than its largest holder by dollar value does.
Book-share is each fund’s reported value in QFLR 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 105 tracked filers holding QFLR, 56 increased or opened the position and 56 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 QFLR 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.
New buyers 2
- Worth Financial Advisory Group, LLC$2M
- Regatta Research & Money Management$971K
Full exits 7
- CITADEL ADVISORS LLC$2M
- Cambridge Investment Research Advisors, Inc.$2M
- Mutual Advisors, LLC$1M
- Davies Financial Advisors, Inc.$865K
- Bright Futures Wealth Management, LLC.$691K
- OLD MISSION CAPITAL LLC$573K
Largest adds
- ENVESTNET ASSET MANAGEMENT INC$12M
- VanWeelden Wealth Management, LLC$11M
- LPL Financial LLC$8M
- COMMONWEALTH EQUITY SERVICES, LLC$4M
- OSAIC HOLDINGS, INC.$4M
- Brookstone Capital Management$3M
Largest trims
- HFG Wealth Management, LLC$7M
- SUSQUEHANNA INTERNATIONAL GROUP, LLP$5M
- Kestra Advisory Services, LLC$1M
- Whipplewood Advisors, LLC$925K
- IHT Wealth Management, LLC$912K
- Chicago Partners Investment Group LLC$588K
Institutional holders
One row per tracked fund, most shares held first (every row is from one quarter; reported value breaks ties). “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding.
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| LPL Financial LLC added | 1,618,281 | $59M | 15.3% | 2026-Q2 |
| COFG Advisors, LLC added | 779,910 | $28M | 7.4% | 2026-Q2 |
| COMMONWEALTH EQUITY SERVICES, LLC added | 591,363 | $22M | 5.6% | 2026-Q2 |
| ENVESTNET ASSET MANAGEMENT INC added | 588,306 | $21M | 5.6% | 2026-Q2 |
| VanWeelden Wealth Management, LLC added | 468,773 | $17M | 4.4% | 2026-Q2 |
| Liberty Atlantic Advisors LLC added | 466,984 | $17M | 4.4% | 2026-Q2 |
| AE Wealth Management LLC added | 403,431 | $15M | 3.8% | 2026-Q2 |
| OSAIC HOLDINGS, INC. added | 385,161 | $14M | 3.6% | 2026-Q2 |
| Cetera Investment Advisers added | 339,507 | $12M | 3.2% | 2026-Q2 |
| ATX Financial Planning, LLC trimmed | 306,223 | $11M | 2.9% | 2026-Q2 |
| Simplicity Wealth,LLC trimmed | 277,136 | $10M | 2.6% | 2026-Q2 |
| Pinnacle Wealth Management Group, Inc. added | 253,635 | $9M | 2.4% | 2026-Q2 |
| Chicago Partners Investment Group LLC trimmed | 216,201 | $8M | 2.0% | 2026-Q2 |
| Snowden Capital Advisors LLC added | 207,157 | $8M | 2.0% | 2026-Q2 |
| Farther Finance Advisors, LLC added | 192,601 | $7M | 1.8% | 2026-Q2 |
| HFG Wealth Management, LLC trimmed | 177,791 | $6M | 1.7% | 2026-Q2 |
| Holos Integrated Wealth LLC added | 167,106 | $6M | 1.5% | 2026-Q2 |
| CCG WEALTH MANAGEMENT, LLC trimmed | 162,537 | $6M | 1.5% | 2026-Q2 |
| MML INVESTORS SERVICES, LLC added | 157,853 | $6M | 1.5% | 2026-Q2 |
| Triumph Capital Management added | 144,096 | $5M | 1.4% | 2026-Q2 |
| Clearstead Advisors, LLC added | 135,888 | $5M | 1.3% | 2026-Q2 |
| Brookstone Capital Management added | 134,748 | $5M | 1.3% | 2026-Q2 |
| INDEPENDENT FINANCIAL GROUP, LLC trimmed | 117,797 | $4M | 1.1% | 2026-Q2 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC added | 112,313 | $4M | 1.1% | 2026-Q2 |
| Outlook Wealth Advisors, LLC added | 106,513 | $4M | 1.0% | 2026-Q2 |
| Delta Investment Management, LLC added | 105,096 | $4M | 1.0% | 2026-Q2 |
| Kestra Advisory Services, LLC trimmed | 104,432 | $4M | 1.0% | 2026-Q2 |
| WINNACLE WEALTH LLC trimmed | 98,090 | $4M | 0.9% | 2026-Q2 |
| Southland Equity Partners LLC added | 93,918 | $3M | 0.9% | 2026-Q2 |
| NewEdge Advisors, LLC added | 82,437 | $3M | 0.8% | 2026-Q2 |
| GWN SECURITIES INC. added | 77,396 | $3M | 0.7% | 2026-Q2 |
| Diligent Investors, LLC trimmed | 74,329 | $3M | 0.7% | 2026-Q2 |
| Advisor OS, LLC | 68,755 | $3M | 0.6% | 2026-Q2 |
| COMPASS CAPITAL CORP /MA/ /ADV added | 68,580 | $2M | 0.6% | 2026-Q2 |
| Worth Financial Advisory Group, LLC added | 68,350 | $2M | 0.6% | 2026-Q2 |
| IHT Wealth Management, LLC trimmed | 67,148 | $2M | 0.6% | 2026-Q2 |
| October Effect Ltd trimmed | 66,340 | $2M | 0.6% | 2026-Q2 |
| YARGER WEALTH STRATEGIES, LLC added | 63,629 | $2M | 0.6% | 2026-Q2 |
| Rockefeller Capital Management L.P. added | 62,586 | $2M | 0.6% | 2026-Q2 |
| Rothschild Wealth LLC trimmed | 54,927 | $2M | 0.5% | 2026-Q2 |
| Equitable Holdings, Inc. added | 49,072 | $2M | 0.5% | 2026-Q2 |
| Signal Advisors Wealth, LLC added | 47,552 | $2M | 0.4% | 2026-Q2 |
| JANE STREET GROUP, LLC added | 45,010 | $2M | 0.4% | 2026-Q2 |
| Perennial Investment Advisors, LLC added | 43,000 | $2M | 0.4% | 2026-Q2 |
| Trek Financial, LLC trimmed | 40,766 | $1M | 0.4% | 2026-Q2 |
| RFG Advisory, LLC trimmed | 36,317 | $1M | 0.3% | 2026-Q2 |
| Arax Advisory Partners added | 34,961 | $1M | 0.3% | 2026-Q2 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP trimmed | 30,544 | $1M | 0.3% | 2026-Q2 |
| BEACON FINANCIAL GROUP added | 29,809 | $1M | 0.3% | 2026-Q2 |
| EverSource Wealth Advisors, LLC added | 29,300 | $1M | 0.3% | 2026-Q2 |
| IMG Wealth Management, Inc. added | 27,892 | $1M | 0.3% | 2026-Q2 |
| Regatta Research & Money Management new | 26,632 | $971K | 0.3% | 2026-Q2 |
| EVOLUTION WEALTH MANAGEMENT INC. trimmed | 25,795 | $941K | 0.2% | 2026-Q2 |
| RED REEF ADVISORS LLC | 25,551 | $932K | 0.2% | 2026-Q2 |
| HARBOUR INVESTMENTS, INC. trimmed | 24,862 | $907K | 0.2% | 2026-Q2 |
| Claro Advisors Inc. trimmed | 22,643 | $826K | 0.2% | 2026-Q2 |
| 4J Wealth Management LLC trimmed | 21,610 | $788K | 0.2% | 2026-Q2 |
| Core Wealth Advisors, Inc. added | 21,177 | $773K | 0.2% | 2026-Q2 |
| Quantinno Capital Management LP trimmed | 17,989 | $656K | 0.2% | 2026-Q2 |
| Navis Wealth Advisors, LLC | 17,691 | $645K | 0.2% | 2026-Q2 |
| FORONJY FINANCIAL LLC trimmed | 15,884 | $579K | 0.1% | 2026-Q2 |
| Castleview Partners, LLC trimmed | 15,259 | $557K | 0.1% | 2026-Q2 |
| Ifrah Financial Services, Inc. trimmed | 14,788 | $539K | 0.1% | 2026-Q2 |
| Impact Partnership Wealth, LLC added | 14,747 | $538K | 0.1% | 2026-Q2 |
| Kingsview Wealth Management, LLC added | 14,708 | $537K | 0.1% | 2026-Q2 |
| Apollon Financial, LLC | 14,447 | $527K | 0.1% | 2026-Q2 |
| Steward Partners Investment Advisory, LLC added | 14,396 | $525K | 0.1% | 2026-Q2 |
| Beacon Financial Advisory LLC added | 14,206 | $518K | 0.1% | 2026-Q2 |
| Foundations Investment Advisors, LLC added | 13,153 | $480K | 0.1% | 2026-Q2 |
| CGN Advisors LLC added | 12,856 | $469K | 0.1% | 2026-Q2 |
| Capital Investment Advisory Services, LLC added | 11,052 | $403K | 0.1% | 2026-Q2 |
| Stratos Wealth Partners, LTD. trimmed | 10,945 | $399K | 0.1% | 2026-Q2 |
| SIGNATUREFD, LLC added | 10,922 | $398K | 0.1% | 2026-Q2 |
| Gateway Wealth Partners, LLC trimmed | 9,932 | $362K | 0.1% | 2026-Q2 |
| Beacon Financial Strategies CORP new | 9,789 | $357K | 0.1% | 2026-Q2 |
| NewCorp Financial Services, Inc. added | 9,563 | $349K | 0.1% | 2026-Q2 |
| Wealthcare Advisory Partners LLC trimmed | 9,412 | $343K | 0.1% | 2026-Q2 |
| World Investment Advisors trimmed | 8,903 | $303K | 0.1% | 2026-Q2 |
| Advisory Services Network, LLC trimmed | 8,803 | $321K | 0.1% | 2026-Q2 |
| Encompass More Asset Management new | 7,814 | $285K | 0.1% | 2026-Q2 |
| GREAT VALLEY ADVISOR GROUP, INC. added | 7,071 | $258K | 0.1% | 2026-Q2 |
| Welch Financial Planning, LLC | 6,732 | $246K | 0.1% | 2026-Q2 |
| Sigma Planning Corp trimmed | 6,334 | $231K | 0.1% | 2026-Q2 |
| TRUIST FINANCIAL CORP added | 6,128 | $224K | 0.1% | 2026-Q2 |
| Elmwood Wealth Management, Inc. trimmed | 6,000 | $219K | 0.1% | 2026-Q2 |
| ATTICUS WEALTH MANAGEMENT, LLC | 5,865 | $214K | 0.1% | 2026-Q2 |
| Financial Futures Ltd Liability Co. trimmed | 5,792 | $211K | 0.1% | 2026-Q2 |
| J.W. COLE ADVISORS, INC. new | 5,670 | $207K | 0.1% | 2026-Q2 |
| TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC new | 5,485 | $200K | 0.1% | 2026-Q2 |
| Ashton Thomas Private Wealth, LLC trimmed | 5,400 | $197K | 0.1% | 2026-Q2 |
| Aptus Capital Advisors, LLC trimmed | 4,713 | $172K | 0.0% | 2026-Q2 |
| Benson Wealth Management INC | 4,129 | $151K | 0.0% | 2026-Q2 |
| CoreCap Advisors, LLC trimmed | 4,113 | $150K | 0.0% | 2026-Q2 |
| Golden State Wealth Management, LLC | 3,052 | $111K | 0.0% | 2026-Q2 |
| PRIVATE TRUST CO NA | 3,000 | $109K | 0.0% | 2026-Q2 |
| Whipplewood Advisors, LLC trimmed | 2,483 | $91K | 0.0% | 2026-Q2 |
| VIMA LLC trimmed | 1,919 | $70K | 0.0% | 2026-Q2 |
| Wilmington Savings Fund Society, FSB | 1,125 | $41K | 0.0% | 2026-Q2 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO trimmed | 574 | $21K | 0.0% | 2026-Q2 |
| AMERIFLEX GROUP, INC. new | 500 | $18K | 0.0% | 2026-Q2 |
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.
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.