Who owns QLTA (QLTA)
Which tracked institutional funds hold QLTA, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See QLTA 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
37 tracked funds added or opened QLTA while 45 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
QLTA’s largest tracked holder by dollar value, ENVESTNET ASSET MANAGEMENT INC, 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 QLTA more heavily than its largest holder by dollar value does.
Book-share is each fund’s reported value in QLTA 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 186 tracked filers holding QLTA, 88 increased or opened the position and 106 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 QLTA 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
- JANE STREET GROUP, LLC$6M
- CAPSTONE WEALTH MANAGEMENT GROUP, LLC$5M
- ISTHMUS PARTNERS, LLC$3M
- UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$1M
- EFG International AG$911K
- Summit Financial, LLC$860K
Full exits 6
- Diversify Advisory Services, LLC$9M
- Focus Partners Advisor Solutions, LLC$5M
- NewEdge Advisors, LLC$914K
- Cushing Capital Partners, LLC$817K
- Running Point Capital Advisors, LLC$787K
- GTS SECURITIES LLC$722K
Largest adds
- ENVESTNET ASSET MANAGEMENT INC$11M
- Composition Wealth, LLC$10M
- MML INVESTORS SERVICES, LLC$8M
- DIVERSIFY WEALTH MANAGEMENT, LLC$7M
- UBS Group AG$6M
- CITADEL ADVISORS LLC$4M
Largest trims
- State of New Jersey Common Pension Fund D$19M
- Pacific Wealth Management$15M
- LPL Financial LLC$10M
- BANK OF AMERICA CORP /DE/$7M
- WELLS FARGO & COMPANY/MN$7M
- Vestmark Advisory Solutions, 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).
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| ENVESTNET ASSET MANAGEMENT INC added | 2,273,967 | $108M | 9.1% | 2026-Q1 |
| FMR LLC trimmed | 2,273,002 | $108M | 9.1% | 2026-Q1 |
| Composition Wealth, LLC added | 2,270,586 | $108M | 9.1% | 2026-Q1 |
| LPL Financial LLC trimmed | 1,394,344 | $66M | 5.6% | 2026-Q1 |
| MAI Capital Management added | 1,159,473 | $55M | 4.7% | 2026-Q1 |
| HighTower Advisors, LLC added | 1,150,385 | $55M | 4.6% | 2026-Q1 |
| BANK OF AMERICA CORP /DE/ trimmed | 967,205 | $46M | 3.9% | 2026-Q1 |
| MORGAN STANLEY added | 796,180 | $38M | 3.2% | 2026-Q1 |
| UBS Group AG added | 653,913 | $31M | 2.6% | 2026-Q1 |
| Compass Wealth Management, LLC/GA trimmed | 650,371 | $31M | 2.6% | 2026-Q1 |
| AMERIPRISE FINANCIAL INC added | 589,349 | $28M | 2.4% | 2026-Q1 |
| Cetera Investment Advisers trimmed | 534,512 | $25M | 2.1% | 2026-Q1 |
| MML INVESTORS SERVICES, LLC added | 460,059 | $22M | 1.8% | 2026-Q1 |
| RAYMOND JAMES FINANCIAL INC added | 458,046 | $22M | 1.8% | 2026-Q1 |
| Parcion Private Wealth LLC added | 410,753 | $20M | 1.6% | 2026-Q1 |
| CORNERSTONE ADVISORS ASSET MANAGEMENT, LLC trimmed | 399,425 | $19M | 1.6% | 2026-Q1 |
| JPMORGAN CHASE & CO added | 393,097 | $19M | 1.6% | 2026-Q1 |
| Betterment LLC added | 377,172 | $18M | 1.5% | 2026-Q1 |
| State of New Jersey Common Pension Fund D trimmed | 350,000 | $17M | 1.4% | 2026-Q1 |
| WELLS FARGO & COMPANY/MN trimmed | 322,390 | $15M | 1.3% | 2026-Q1 |
| COMMONWEALTH EQUITY SERVICES, LLC trimmed | 268,301 | $13M | 1.1% | 2026-Q1 |
| Migdal Insurance & Financial Holdings Ltd. added | 268,251 | $13M | 1.1% | 2026-Q1 |
| Kelly Financial Services LLC trimmed | 250,889 | $12M | 1.0% | 2026-Q1 |
| ASSETMARK, INC trimmed | 243,589 | $12M | 1.0% | 2026-Q1 |
| Envestnet Portfolio Solutions, Inc. trimmed | 219,221 | $10M | 0.9% | 2026-Q1 |
| Fonville Wealth Management LLC added | 214,361 | $10M | 0.9% | 2026-Q1 |
| DIVERSIFY WEALTH MANAGEMENT, LLC added | 200,117 | $10M | 0.8% | 2026-Q1 |
| Madison Asset Management, LLC added | 197,753 | $9M | 0.8% | 2026-Q1 |
| OneDigital Investment Advisors LLC added | 183,757 | $9M | 0.7% | 2026-Q1 |
| ROYAL BANK OF CANADA added | 174,276 | $8M | 0.7% | 2026-Q1 |
| STERLING INVESTMENT ADVISORS LLC /ADV added | 172,566 | $8M | 0.7% | 2026-Q1 |
| COLTON GROOME FINANCIAL ADVISORS, LLC added | 157,783 | $8M | 0.6% | 2026-Q1 |
| CITADEL ADVISORS LLC added | 147,422 | $7M | 0.6% | 2026-Q1 |
| Heck Capital Advisors, LLC added | 140,950 | $7M | 0.6% | 2026-Q1 |
| JANE STREET GROUP, LLC added | 127,397 | $6M | 0.5% | 2026-Q1 |
| Creative Planning trimmed | 119,474 | $6M | 0.5% | 2026-Q1 |
| Vestmark Advisory Solutions, Inc. trimmed | 111,308 | $5M | 0.4% | 2026-Q1 |
| WRAPMANAGER INC added | 108,783 | $5M | 0.4% | 2026-Q1 |
| Procyon Advisors, LLC trimmed | 107,310 | $5M | 0.4% | 2026-Q1 |
| CAPSTONE WEALTH MANAGEMENT GROUP, LLC new | 101,235 | $5M | 0.4% | 2026-Q1 |
| Climber Capital SA trimmed | 94,307 | $4M | 0.4% | 2026-Q1 |
| Integrated Wealth Concepts LLC trimmed | 91,050 | $4M | 0.4% | 2026-Q1 |
| PARK AVENUE SECURITIES LLC trimmed | 90,989 | $4M | 0.4% | 2026-Q1 |
| BlackRock, Inc. added | 81,869 | $4M | 0.3% | 2026-Q1 |
| Catalyst Investment Management LLC trimmed | 81,269 | $4M | 0.3% | 2026-Q1 |
| Clear Creek Financial Management, LLC added | 79,449 | $4M | 0.3% | 2026-Q1 |
| Glen Eagle Advisors, LLC added | 78,907 | $4M | 0.3% | 2026-Q1 |
| Midwest Professional Planners, LTD. added | 78,876 | $4M | 0.3% | 2026-Q1 |
| Centennial Bank/AR/ added | 78,091 | $4M | 0.3% | 2026-Q1 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC added | 77,477 | $4M | 0.3% | 2026-Q1 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO added | 75,922 | $4M | 0.3% | 2026-Q1 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP trimmed | 72,849 | $3M | 0.3% | 2026-Q1 |
| NorthRock Partners, LLC added | 69,682 | $3M | 0.3% | 2026-Q1 |
| JB Capital LLC trimmed | 67,055 | $3M | 0.3% | 2026-Q1 |
| OSAIC HOLDINGS, INC. added | 65,449 | $3M | 0.3% | 2026-Q1 |
| Triad Wealth Partners, LLC trimmed | 64,167 | $3M | 0.3% | 2026-Q1 |
| NorthCrest Asset Manangement, LLC trimmed | 63,026 | $3M | 0.3% | 2026-Q1 |
| ISTHMUS PARTNERS, LLC new | 59,976 | $3M | 0.2% | 2026-Q1 |
| PETRA FINANCIAL ADVISORS INC added | 59,099 | $3M | 0.2% | 2026-Q1 |
| CreativeOne Wealth, LLC trimmed | 56,567 | $3M | 0.2% | 2026-Q1 |
| SHUTTLEWORTH & Co added | 54,745 | $3M | 0.2% | 2026-Q1 |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors trimmed | 54,076 | $3M | 0.2% | 2026-Q1 |
| Cornerstone Financial Group, LLC /NE/ added | 53,517 | $3M | 0.2% | 2026-Q1 |
| Mirae Asset Global Investments Co., Ltd. trimmed | 52,040 | $2M | 0.2% | 2026-Q1 |
| GUGGENHEIM CAPITAL LLC added | 46,917 | $2M | 0.2% | 2026-Q1 |
| Cambridge Investment Research Advisors, Inc. trimmed | 46,557 | $2M | 0.2% | 2026-Q1 |
| ShoreHaven Wealth Partners, LLC trimmed | 44,619 | $2M | 0.2% | 2026-Q1 |
| Sanctuary Advisors, LLC trimmed | 43,907 | $2M | 0.2% | 2026-Q1 |
| ESL Trust Services, LLC added | 42,105 | $2M | 0.2% | 2026-Q1 |
| Quadrant Private Wealth Management, LLC trimmed | 39,976 | $2M | 0.2% | 2026-Q1 |
| RKL Wealth Management LLC trimmed | 38,525 | $2M | 0.2% | 2026-Q1 |
| LFA - Lugano Financial Advisors SA trimmed | 38,216 | $2M | 0.2% | 2026-Q1 |
| STIFEL FINANCIAL CORP trimmed | 33,232 | $2M | 0.1% | 2026-Q1 |
| JONES FINANCIAL COMPANIES LLLP added | 31,841 | $1M | 0.1% | 2026-Q1 |
| HANOVER ADVISORS INC added | 31,317 | $1M | 0.1% | 2026-Q1 |
| Sequoia Financial Advisors, LLC trimmed | 30,385 | $1M | 0.1% | 2026-Q1 |
| Dynamic Wealth Strategies, LLC added | 28,567 | $1M | 0.1% | 2026-Q1 |
| Bank of New York Mellon Corp trimmed | 25,552 | $1M | 0.1% | 2026-Q1 |
| Bigelow Investment Advisors, LLC added | 25,253 | $1M | 0.1% | 2026-Q1 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC new | 23,232 | $1M | 0.1% | 2026-Q1 |
| Detalus Advisors, LLC trimmed | 20,848 | $992K | 0.1% | 2026-Q1 |
| MERCER GLOBAL ADVISORS INC /ADV trimmed | 20,527 | $977K | 0.1% | 2026-Q1 |
| EFG International AG new | 19,150 | $911K | 0.1% | 2026-Q1 |
| SIGNET FINANCIAL MANAGEMENT, LLC trimmed | 18,802 | $895K | 0.1% | 2026-Q1 |
| Compound Planning, Inc. trimmed | 18,684 | $889K | 0.1% | 2026-Q1 |
| Kestra Advisory Services, LLC added | 18,618 | $886K | 0.1% | 2026-Q1 |
| Invst, LLC trimmed | 18,574 | $884K | 0.1% | 2026-Q1 |
| GOLDMAN SACHS GROUP INC added | 302,056 | $14M | 1.2% | 2025-Q1 stale |
| Diversify Advisory Services, LLC trimmed | 195,911 | $9M | 0.8% | 2025-Q4 stale |
| WOOSTER CORTHELL WEALTH MANAGEMENT, INC. trimmed | 132,598 | $6M | 0.5% | 2025-Q2 stale |
| Focus Partners Advisor Solutions, LLC trimmed | 95,256 | $5M | 0.4% | 2025-Q4 stale |
| SeaBridge Investment Advisors LLC added | 81,381 | $4M | 0.3% | 2025-Q2 stale |
| DOHJ, LLC added | 71,607 | $3M | 0.3% | 2025-Q2 stale |
| NOMURA ASSET MANAGEMENT CO LTD | 66,836 | $3M | 0.3% | 2025-Q1 stale |
| Advisor Resource Council added | 36,760 | $2M | 0.1% | 2025-Q1 stale |
| AVANTAX ADVISORY SERVICES, INC. added | 33,087 | $2M | 0.1% | 2025-Q2 stale |
| Atria Wealth Solutions, Inc. trimmed | 27,581 | $1M | 0.1% | 2025-Q2 stale |
| Summit X, LLC added | 22,250 | $1M | 0.1% | 2025-Q2 stale |
| Orion Portfolio Solutions, LLC added | 21,855 | $1M | 0.1% | 2025-Q1 stale |
| NewEdge Advisors, LLC trimmed | 19,011 | $914K | 0.1% | 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.
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.