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Institutional Ownership · SEC Form 13F

Who owns QFLR (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-Q1 13F filings. 13F is disclosed up to 45 days after quarter-end, so the most recent quarter fills in over the following weeks.

114
Institutional holders
10,123,622
Shares held (tracked funds)

How the tape is positioned

27 tracked funds added or opened QFLR while 20 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

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 0.1pp 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 2025-Q4 and 2026-Q1, across 114 tracked filers holding QFLR, 74 increased or opened the position and 39 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 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 7

  • SUSQUEHANNA INTERNATIONAL GROUP, LLP$6M
  • VanWeelden Wealth Management, LLC$6M
  • CITADEL ADVISORS LLC$2M
  • Advisor OS, LLC$2M
  • JANE STREET GROUP, LLC$805K
  • Bright Futures Wealth Management, LLC.$691K

Full exits 5

  • Authentikos Wealth Advisory, LLC$3M
  • Thrivent Financial for Lutherans$3M
  • Arete Wealth Advisors, LLC$2M
  • Worth Financial Advisory Group, LLC$2M
  • Advisor Resource Council$508K

Largest adds

  • LPL Financial LLC$7M
  • ENVESTNET ASSET MANAGEMENT INC$5M
  • CCG WEALTH MANAGEMENT, LLC$4M
  • OSAIC HOLDINGS, INC.$3M
  • INDEPENDENT FINANCIAL GROUP, LLC$3M
  • Snowden Capital Advisors LLC$2M

Largest trims

  • Kestra Advisory Services, LLC$11M
  • HARBOUR INVESTMENTS, INC.$3M
  • ATX Financial Planning, LLC$2M
  • Davies Financial Advisors, Inc.$1M
  • NewEdge Advisors, LLC$906K
  • NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$868K

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 added1,536,815$51M14.6%2026-Q1
COFG Advisors, LLC added777,559$26M7.4%2026-Q1
COMMONWEALTH EQUITY SERVICES, LLC added521,961$17M4.9%2026-Q1
Liberty Atlantic Advisors LLC added439,440$15M4.2%2026-Q1
HFG Wealth Management, LLC trimmed405,358$13M3.8%2026-Q1
AE Wealth Management LLC added399,729$13M3.8%2026-Q1
Cetera Investment Advisers added313,317$10M3.0%2026-Q1
ATX Financial Planning, LLC trimmed312,132$10M3.0%2026-Q1
OSAIC HOLDINGS, INC. added303,265$10M2.9%2026-Q1
ENVESTNET ASSET MANAGEMENT INC added292,627$10M2.8%2026-Q1
Simplicity Wealth,LLC added279,966$9M2.7%2026-Q1
Pinnacle Wealth Management Group, Inc. added250,577$8M2.4%2026-Q1
Chicago Partners Investment Group LLC trimmed234,429$8M2.3%2026-Q1
SUSQUEHANNA INTERNATIONAL GROUP, LLP added194,434$6M1.8%2026-Q1
Snowden Capital Advisors LLC added192,232$6M1.8%2026-Q1
Farther Finance Advisors, LLC added186,049$6M1.8%2026-Q1
VanWeelden Wealth Management, LLC new171,717$6M1.6%2026-Q1
CCG WEALTH MANAGEMENT, LLC added162,740$5M1.5%2026-Q1
Holos Integrated Wealth LLC added156,981$5M1.5%2026-Q1
MML INVESTORS SERVICES, LLC added155,981$5M1.5%2026-Q1
Kestra Advisory Services, LLC trimmed154,929$5M1.5%2026-Q1
Triumph Capital Management added137,607$5M1.3%2026-Q1
Clearstead Advisors, LLC added135,370$5M1.3%2026-Q1
INDEPENDENT FINANCIAL GROUP, LLC added121,231$4M1.1%2026-Q1
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC trimmed103,261$3M1.0%2026-Q1
Outlook Wealth Advisors, LLC added103,212$3M1.0%2026-Q1
IHT Wealth Management, LLC added100,950$3M1.0%2026-Q1
WINNOW WEALTH LLC added99,102$3M0.9%2026-Q1
Southland Equity Partners LLC added92,620$3M0.9%2026-Q1
Delta Investment Management, LLC added91,016$3M0.9%2026-Q1
Diligent Investors, LLC trimmed74,793$2M0.7%2026-Q1
CITADEL ADVISORS LLC added72,790$2M0.7%2026-Q1
COMPASS CAPITAL CORP /MA/ /ADV trimmed66,720$2M0.7%2026-Q1
Advisor OS, LLC new68,755$2M0.7%2026-Q1
October Effect Ltd trimmed66,940$2M0.6%2026-Q1
Cambridge Investment Research Advisors, Inc. added62,911$2M0.6%2026-Q1
GWN SECURITIES INC. added61,850$2M0.6%2026-Q1
Rockefeller Capital Management L.P. trimmed59,027$2M0.6%2026-Q1
Rothschild Wealth LLC trimmed56,323$2M0.5%2026-Q1
NewEdge Advisors, LLC trimmed20,856$2M0.4%2026-Q1
Brookstone Capital Management added44,466$1M0.4%2026-Q1
Trek Financial, LLC trimmed41,624$1M0.4%2026-Q1
Signal Advisors Wealth, LLC added39,469$1M0.4%2026-Q1
Perennial Investment Advisors, LLC added38,650$1M0.4%2026-Q1
Mutual Advisors, LLC added37,921$1M0.4%2026-Q1
RFG Advisory, LLC added36,556$1M0.3%2026-Q1
Arax Advisory Partners added33,785$1M0.3%2026-Q1
EverSource Wealth Advisors, LLC trimmed8,967$1M0.3%2026-Q1
EVOLUTION WEALTH MANAGEMENT INC. trimmed31,287$1M0.3%2026-Q1
Whipplewood Advisors, LLC trimmed30,494$1M0.3%2026-Q1
BEACON FINANCIAL GROUP added29,322$976K0.3%2026-Q1
HARBOUR INVESTMENTS, INC. trimmed28,406$946K0.3%2026-Q1
Equitable Holdings, Inc. added26,079$894K0.3%2026-Q1
Davies Financial Advisors, Inc. trimmed25,978$865K0.2%2026-Q1
RED REEF ADVISORS LLC trimmed25,551$851K0.2%2026-Q1
Gateway Wealth Partners, LLC added25,432$847K0.2%2026-Q1
IMG Wealth Management, Inc. added25,241$841K0.2%2026-Q1
YARGER WEALTH STRATEGIES, LLC added24,622$820K0.2%2026-Q1
JANE STREET GROUP, LLC trimmed24,160$805K0.2%2026-Q1
Claro Advisors Inc. trimmed24,048$801K0.2%2026-Q1
4J Wealth Management LLC21,910$730K0.2%2026-Q1
Stratos Wealth Partners, LTD. added20,900$696K0.2%2026-Q1
Bright Futures Wealth Management, LLC. new20,762$691K0.2%2026-Q1
Quantinno Capital Management LP added18,749$624K0.2%2026-Q1
Navis Wealth Advisors, LLC added17,691$589K0.2%2026-Q1
OLD MISSION CAPITAL LLC added17,212$573K0.2%2026-Q1
Independent Advisor Alliance new16,460$548K0.2%2026-Q1
FORONJY FINANCIAL LLC added15,923$530K0.2%2026-Q1
Castleview Partners, LLC trimmed15,275$509K0.1%2026-Q1
Ifrah Financial Services, Inc. trimmed14,866$495K0.1%2026-Q1
Core Wealth Advisors, Inc. new14,787$492K0.1%2026-Q1
HRT FINANCIAL LP new14,611$486K0.1%2026-Q1
Apollon Financial, LLC new14,447$481K0.1%2026-Q1
Beacon Financial Advisory LLC added13,869$462K0.1%2026-Q1
Impact Partnership Wealth, LLC added13,543$451K0.1%2026-Q1
Aptus Capital Advisors, LLC trimmed13,530$451K0.1%2026-Q1
Steward Partners Investment Advisory, LLC13,476$449K0.1%2026-Q1
Sunbelt Securities, Inc. trimmed13,086$436K0.1%2026-Q1
Kingsview Wealth Management, LLC trimmed12,787$426K0.1%2026-Q1
Elmwood Wealth Management, Inc. new11,800$393K0.1%2026-Q1
CGN Advisors LLC new11,358$378K0.1%2026-Q1
Capital Investment Advisory Services, LLC added11,022$367K0.1%2026-Q1
Wealthcare Advisory Partners LLC added10,586$353K0.1%2026-Q1
SIGNATUREFD, LLC added10,538$351K0.1%2026-Q1
World Investment Advisors trimmed10,015$334K0.1%2026-Q1
NewCorp Financial Services, Inc. added9,316$310K0.1%2026-Q1
Private Advisor Group, LLC trimmed9,236$308K0.1%2026-Q1
Financial Futures Ltd Liability Co. trimmed9,043$301K0.1%2026-Q1
Advisory Services Network, LLC added8,834$294K0.1%2026-Q1
Authentikos Wealth Advisory, LLC trimmed95,721$3M0.9%2025-Q4 stale
Thrivent Financial for Lutherans added81,021$3M0.8%2025-Q4 stale
Arete Wealth Advisors, LLC added68,755$2M0.7%2025-Q4 stale
Worth Financial Advisory Group, LLC trimmed64,015$2M0.6%2025-Q4 stale
Richard P Slaughter Associates Inc trimmed25,209$752K0.2%2025-Q2 stale
Siligmueller & Norvid Wealth Advisors LLC new22,479$745K0.2%2025-Q3 stale
Ameritas Advisory Services, LLC added20,006$663K0.2%2025-Q3 stale
Advisor Resource Council14,830$508K0.1%2025-Q4 stale
GOLDMAN SACHS GROUP INC new18,660$504K0.1%2025-Q1 stale
Luminist Capital LLC trimmed15,018$498K0.1%2025-Q3 stale
Gradient Investments LLC trimmed10,823$359K0.1%2025-Q3 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