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Institutional Ownership · SEC Form 13F

Who owns QHDG (QHDG)


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

4
Institutional holders
20,133
Shares held (tracked funds)

Conviction spread

QHDG’s largest tracked holder by dollar value, Bullseye Investment Management, LLC, sizes it at 3.4% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 3.4pp conviction gap — its largest holder concentrates the name more heavily than the typical one.

Book-share is each fund’s reported value in QHDG 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

Only 4 institutional filer(s) hold this name — too few for a reliable accumulation read. The smart-money signal needs at least 5 filers.

We do not publish a positioning read for a window we cannot measure honestly. A starting question, not a verdict.

New buyers & exits

No tracked fund opened or closed a position in QHDG between 2025-Q4 and 2026-Q1.

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
Compound Planning, Inc.15,632$443K5.8%2026-Q1
Farther Finance Advisors, LLC trimmed4,291$122K1.6%2026-Q1
UBS Group AG added198$6K0.1%2026-Q1
IFP Advisors, Inc12$3400.0%2026-Q1
Bullseye Investment Management, LLC221,045$6M73.3%2025-Q3 stale
SUSQUEHANNA INTERNATIONAL GROUP, LLP added28,822$840K11.0%2025-Q3 stale
OLD MISSION CAPITAL LLC trimmed14,138$412K5.4%2025-Q3 stale
Capasso Planning Partners LLC trimmed7,525$205K2.7%2025-Q2 stale
Capital Investment Advisory Services, LLC250$7K0.1%2025-Q4 stale
OSAIC HOLDINGS, INC. new17$4300.0%2025-Q1 stale
CONCOURSE FINANCIAL GROUP SECURITIES, INC.00.0%2025-Q2 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