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.
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).
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| LPL Financial LLC added | 1,536,815 | $51M | 14.6% | 2026-Q1 |
| COFG Advisors, LLC added | 777,559 | $26M | 7.4% | 2026-Q1 |
| COMMONWEALTH EQUITY SERVICES, LLC added | 521,961 | $17M | 4.9% | 2026-Q1 |
| Liberty Atlantic Advisors LLC added | 439,440 | $15M | 4.2% | 2026-Q1 |
| HFG Wealth Management, LLC trimmed | 405,358 | $13M | 3.8% | 2026-Q1 |
| AE Wealth Management LLC added | 399,729 | $13M | 3.8% | 2026-Q1 |
| Cetera Investment Advisers added | 313,317 | $10M | 3.0% | 2026-Q1 |
| ATX Financial Planning, LLC trimmed | 312,132 | $10M | 3.0% | 2026-Q1 |
| OSAIC HOLDINGS, INC. added | 303,265 | $10M | 2.9% | 2026-Q1 |
| ENVESTNET ASSET MANAGEMENT INC added | 292,627 | $10M | 2.8% | 2026-Q1 |
| Simplicity Wealth,LLC added | 279,966 | $9M | 2.7% | 2026-Q1 |
| Pinnacle Wealth Management Group, Inc. added | 250,577 | $8M | 2.4% | 2026-Q1 |
| Chicago Partners Investment Group LLC trimmed | 234,429 | $8M | 2.3% | 2026-Q1 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP added | 194,434 | $6M | 1.8% | 2026-Q1 |
| Snowden Capital Advisors LLC added | 192,232 | $6M | 1.8% | 2026-Q1 |
| Farther Finance Advisors, LLC added | 186,049 | $6M | 1.8% | 2026-Q1 |
| VanWeelden Wealth Management, LLC new | 171,717 | $6M | 1.6% | 2026-Q1 |
| CCG WEALTH MANAGEMENT, LLC added | 162,740 | $5M | 1.5% | 2026-Q1 |
| Holos Integrated Wealth LLC added | 156,981 | $5M | 1.5% | 2026-Q1 |
| MML INVESTORS SERVICES, LLC added | 155,981 | $5M | 1.5% | 2026-Q1 |
| Kestra Advisory Services, LLC trimmed | 154,929 | $5M | 1.5% | 2026-Q1 |
| Triumph Capital Management added | 137,607 | $5M | 1.3% | 2026-Q1 |
| Clearstead Advisors, LLC added | 135,370 | $5M | 1.3% | 2026-Q1 |
| INDEPENDENT FINANCIAL GROUP, LLC added | 121,231 | $4M | 1.1% | 2026-Q1 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC trimmed | 103,261 | $3M | 1.0% | 2026-Q1 |
| Outlook Wealth Advisors, LLC added | 103,212 | $3M | 1.0% | 2026-Q1 |
| IHT Wealth Management, LLC added | 100,950 | $3M | 1.0% | 2026-Q1 |
| WINNOW WEALTH LLC added | 99,102 | $3M | 0.9% | 2026-Q1 |
| Southland Equity Partners LLC added | 92,620 | $3M | 0.9% | 2026-Q1 |
| Delta Investment Management, LLC added | 91,016 | $3M | 0.9% | 2026-Q1 |
| Diligent Investors, LLC trimmed | 74,793 | $2M | 0.7% | 2026-Q1 |
| CITADEL ADVISORS LLC added | 72,790 | $2M | 0.7% | 2026-Q1 |
| COMPASS CAPITAL CORP /MA/ /ADV trimmed | 66,720 | $2M | 0.7% | 2026-Q1 |
| Advisor OS, LLC new | 68,755 | $2M | 0.7% | 2026-Q1 |
| October Effect Ltd trimmed | 66,940 | $2M | 0.6% | 2026-Q1 |
| Cambridge Investment Research Advisors, Inc. added | 62,911 | $2M | 0.6% | 2026-Q1 |
| GWN SECURITIES INC. added | 61,850 | $2M | 0.6% | 2026-Q1 |
| Rockefeller Capital Management L.P. trimmed | 59,027 | $2M | 0.6% | 2026-Q1 |
| Rothschild Wealth LLC trimmed | 56,323 | $2M | 0.5% | 2026-Q1 |
| NewEdge Advisors, LLC trimmed | 20,856 | $2M | 0.4% | 2026-Q1 |
| Brookstone Capital Management added | 44,466 | $1M | 0.4% | 2026-Q1 |
| Trek Financial, LLC trimmed | 41,624 | $1M | 0.4% | 2026-Q1 |
| Signal Advisors Wealth, LLC added | 39,469 | $1M | 0.4% | 2026-Q1 |
| Perennial Investment Advisors, LLC added | 38,650 | $1M | 0.4% | 2026-Q1 |
| Mutual Advisors, LLC added | 37,921 | $1M | 0.4% | 2026-Q1 |
| RFG Advisory, LLC added | 36,556 | $1M | 0.3% | 2026-Q1 |
| Arax Advisory Partners added | 33,785 | $1M | 0.3% | 2026-Q1 |
| EverSource Wealth Advisors, LLC trimmed | 8,967 | $1M | 0.3% | 2026-Q1 |
| EVOLUTION WEALTH MANAGEMENT INC. trimmed | 31,287 | $1M | 0.3% | 2026-Q1 |
| Whipplewood Advisors, LLC trimmed | 30,494 | $1M | 0.3% | 2026-Q1 |
| BEACON FINANCIAL GROUP added | 29,322 | $976K | 0.3% | 2026-Q1 |
| HARBOUR INVESTMENTS, INC. trimmed | 28,406 | $946K | 0.3% | 2026-Q1 |
| Equitable Holdings, Inc. added | 26,079 | $894K | 0.3% | 2026-Q1 |
| Davies Financial Advisors, Inc. trimmed | 25,978 | $865K | 0.2% | 2026-Q1 |
| RED REEF ADVISORS LLC trimmed | 25,551 | $851K | 0.2% | 2026-Q1 |
| Gateway Wealth Partners, LLC added | 25,432 | $847K | 0.2% | 2026-Q1 |
| IMG Wealth Management, Inc. added | 25,241 | $841K | 0.2% | 2026-Q1 |
| YARGER WEALTH STRATEGIES, LLC added | 24,622 | $820K | 0.2% | 2026-Q1 |
| JANE STREET GROUP, LLC trimmed | 24,160 | $805K | 0.2% | 2026-Q1 |
| Claro Advisors Inc. trimmed | 24,048 | $801K | 0.2% | 2026-Q1 |
| 4J Wealth Management LLC | 21,910 | $730K | 0.2% | 2026-Q1 |
| Stratos Wealth Partners, LTD. added | 20,900 | $696K | 0.2% | 2026-Q1 |
| Bright Futures Wealth Management, LLC. new | 20,762 | $691K | 0.2% | 2026-Q1 |
| Quantinno Capital Management LP added | 18,749 | $624K | 0.2% | 2026-Q1 |
| Navis Wealth Advisors, LLC added | 17,691 | $589K | 0.2% | 2026-Q1 |
| OLD MISSION CAPITAL LLC added | 17,212 | $573K | 0.2% | 2026-Q1 |
| Independent Advisor Alliance new | 16,460 | $548K | 0.2% | 2026-Q1 |
| FORONJY FINANCIAL LLC added | 15,923 | $530K | 0.2% | 2026-Q1 |
| Castleview Partners, LLC trimmed | 15,275 | $509K | 0.1% | 2026-Q1 |
| Ifrah Financial Services, Inc. trimmed | 14,866 | $495K | 0.1% | 2026-Q1 |
| Core Wealth Advisors, Inc. new | 14,787 | $492K | 0.1% | 2026-Q1 |
| HRT FINANCIAL LP new | 14,611 | $486K | 0.1% | 2026-Q1 |
| Apollon Financial, LLC new | 14,447 | $481K | 0.1% | 2026-Q1 |
| Beacon Financial Advisory LLC added | 13,869 | $462K | 0.1% | 2026-Q1 |
| Impact Partnership Wealth, LLC added | 13,543 | $451K | 0.1% | 2026-Q1 |
| Aptus Capital Advisors, LLC trimmed | 13,530 | $451K | 0.1% | 2026-Q1 |
| Steward Partners Investment Advisory, LLC | 13,476 | $449K | 0.1% | 2026-Q1 |
| Sunbelt Securities, Inc. trimmed | 13,086 | $436K | 0.1% | 2026-Q1 |
| Kingsview Wealth Management, LLC trimmed | 12,787 | $426K | 0.1% | 2026-Q1 |
| Elmwood Wealth Management, Inc. new | 11,800 | $393K | 0.1% | 2026-Q1 |
| CGN Advisors LLC new | 11,358 | $378K | 0.1% | 2026-Q1 |
| Capital Investment Advisory Services, LLC added | 11,022 | $367K | 0.1% | 2026-Q1 |
| Wealthcare Advisory Partners LLC added | 10,586 | $353K | 0.1% | 2026-Q1 |
| SIGNATUREFD, LLC added | 10,538 | $351K | 0.1% | 2026-Q1 |
| World Investment Advisors trimmed | 10,015 | $334K | 0.1% | 2026-Q1 |
| NewCorp Financial Services, Inc. added | 9,316 | $310K | 0.1% | 2026-Q1 |
| Private Advisor Group, LLC trimmed | 9,236 | $308K | 0.1% | 2026-Q1 |
| Financial Futures Ltd Liability Co. trimmed | 9,043 | $301K | 0.1% | 2026-Q1 |
| Advisory Services Network, LLC added | 8,834 | $294K | 0.1% | 2026-Q1 |
| Authentikos Wealth Advisory, LLC trimmed | 95,721 | $3M | 0.9% | 2025-Q4 stale |
| Thrivent Financial for Lutherans added | 81,021 | $3M | 0.8% | 2025-Q4 stale |
| Arete Wealth Advisors, LLC added | 68,755 | $2M | 0.7% | 2025-Q4 stale |
| Worth Financial Advisory Group, LLC trimmed | 64,015 | $2M | 0.6% | 2025-Q4 stale |
| Richard P Slaughter Associates Inc trimmed | 25,209 | $752K | 0.2% | 2025-Q2 stale |
| Siligmueller & Norvid Wealth Advisors LLC new | 22,479 | $745K | 0.2% | 2025-Q3 stale |
| Ameritas Advisory Services, LLC added | 20,006 | $663K | 0.2% | 2025-Q3 stale |
| Advisor Resource Council | 14,830 | $508K | 0.1% | 2025-Q4 stale |
| GOLDMAN SACHS GROUP INC new | 18,660 | $504K | 0.1% | 2025-Q1 stale |
| Luminist Capital LLC trimmed | 15,018 | $498K | 0.1% | 2025-Q3 stale |
| Gradient Investments LLC trimmed | 10,823 | $359K | 0.1% | 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.
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.