Who owns QLTY
Which tracked institutional funds hold QLTY, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See QLTY company fundamentals →
Ownership as of the 2026-Q2 13F filings (latest filed 2026-08-17). 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
The tracked-fund tape on QLTY is one-sided between 2026-Q1 and 2026-Q2: 88 added or opened and 14 trimmed or exited — on balance accumulating.
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
QLTY’s largest tracked holder by dollar value, AIA Group Ltd, sizes it at 7.9% of its own reported 13F book, while the median holder sizes it at 0.3% of theirs — a 7.6pp conviction gap — its largest holder concentrates the name more heavily than the typical one.
Book-share is each fund’s reported value in QLTY 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 152 tracked filers holding QLTY, 101 increased or opened the position and 50 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 QLTY 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 6
- Integrated Wealth Concepts LLC$14M
- IFG Advisory, LLC$8M
- CAMBRIDGE ASSOCIATES LLC /MA/ /ADV$6M
- Global Retirement Partners, LLC$2M
- LEGACY SOLUTIONS, LLC$1M
- Abundance Wealth Counselors$541K
Full exits 7
- Tanglewood Wealth Management, Inc.$30M
- HighTower Advisors, LLC$7M
- Financial Connections Group, Inc.$6M
- Janney Montgomery Scott LLC$2M
- Arete Wealth Advisors, LLC$1M
- Cambridge Investment Research Advisors, Inc.$1M
Largest adds
- BROWN BROTHERS HARRIMAN & CO$141M
- AIA Group Ltd$132M
- Trustees of Dartmouth College$120M
- LPL Financial LLC$82M
- Merit Financial Group, LLC$63M
- HB Wealth Management, LLC$58M
Largest trims
- Allworth Financial LP$46M
- Annex Advisory Services, LLC$30M
- EverSource Wealth Advisors, LLC$6M
- COMMONWEALTH EQUITY SERVICES, LLC$3M
- MML INVESTORS SERVICES, LLC$668K
- Corient Private Wealth LP$613K
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 |
|---|---|---|---|---|
| AIA Group Ltd added | 15,149,511 | $631M | 16.4% | 2026-Q2 |
| BROWN BROTHERS HARRIMAN & CO added | 10,429,243 | $434M | 11.3% | 2026-Q2 |
| Merit Financial Group, LLC added | 8,449,245 | $352M | 9.2% | 2026-Q2 |
| HB Wealth Management, LLC added | 6,701,176 | $271M | 7.1% | 2026-Q2 |
| Allworth Financial LP trimmed | 6,097,325 | $254M | 6.6% | 2026-Q2 |
| Trustees of Dartmouth College added | 3,847,712 | $160M | 4.2% | 2026-Q2 |
| Legacy Advisors, LLC trimmed | 3,431,467 | $143M | 3.7% | 2026-Q2 |
| LAZARD ASSET MANAGEMENT LLC added | 2,886,295 | $120M | 3.1% | 2026-Q2 |
| LPL Financial LLC added | 2,546,522 | $106M | 2.8% | 2026-Q2 |
| Focus Partners Wealth added | 2,483,054 | $103M | 2.7% | 2026-Q2 |
| Modern Wealth Management, LLC added | 2,002,727 | $83M | 2.2% | 2026-Q2 |
| Crestwood Advisors Group, LLC added | 1,971,647 | $82M | 2.1% | 2026-Q2 |
| FFT WEALTH MANAGEMENT LLC added | 1,807,174 | $75M | 2.0% | 2026-Q2 |
| Perigon Wealth Management, LLC added | 1,771,602 | $74M | 1.9% | 2026-Q2 |
| Alvarez & Marsal Private Wealth Partners, LLC trimmed | 1,707,844 | $71M | 1.9% | 2026-Q2 |
| Atria Investments, Inc added | 1,703,146 | $71M | 1.8% | 2026-Q2 |
| Prodigy Asset Management LLC added | 1,234,416 | $51M | 1.3% | 2026-Q2 |
| MONETA GROUP INVESTMENT ADVISORS LLC added | 1,033,871 | $43M | 1.1% | 2026-Q2 |
| RAYMOND JAMES FINANCIAL INC added | 969,941 | $40M | 1.1% | 2026-Q2 |
| Auxano Advisors, LLC trimmed | 950,941 | $40M | 1.0% | 2026-Q2 |
| CENTRAL TRUST Co trimmed | 808,861 | $34M | 0.9% | 2026-Q2 |
| PINNACLE ASSOCIATES LTD trimmed | 805,822 | $34M | 0.9% | 2026-Q2 |
| MML INVESTORS SERVICES, LLC trimmed | 632,609 | $26M | 0.7% | 2026-Q2 |
| New Republic Capital, LLC added | 536,075 | $22M | 0.6% | 2026-Q2 |
| Colony Family Offices, LLC added | 512,289 | $21M | 0.6% | 2026-Q2 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC added | 484,903 | $20M | 0.5% | 2026-Q2 |
| Verum Partners LLC added | 483,100 | $20M | 0.5% | 2026-Q2 |
| Allegheny Financial Group added | 480,698 | $20M | 0.5% | 2026-Q2 |
| MORGAN STANLEY added | 462,955 | $19M | 0.5% | 2026-Q2 |
| Stonehearth Capital Management, LLC added | 447,576 | $19M | 0.5% | 2026-Q2 |
| FIRST MANHATTAN CO. LLC. added | 431,225 | $18M | 0.5% | 2026-Q2 |
| Paragon Capital Management Ltd added | 402,821 | $17M | 0.4% | 2026-Q2 |
| Crusonia Wealth Advisors LLC trimmed | 387,232 | $16M | 0.4% | 2026-Q2 |
| Kelman-Lazarov, Inc. added | 380,893 | $16M | 0.4% | 2026-Q2 |
| Integrated Wealth Concepts LLC new | 333,353 | $14M | 0.4% | 2026-Q2 |
| Alpha Advisors, LLC/VA added | 319,954 | $13M | 0.3% | 2026-Q2 |
| Leisure Capital Management added | 319,341 | $13M | 0.3% | 2026-Q2 |
| ENVESTNET ASSET MANAGEMENT INC trimmed | 299,660 | $12M | 0.3% | 2026-Q2 |
| OSAIC HOLDINGS, INC. added | 296,019 | $12M | 0.3% | 2026-Q2 |
| J. Mark Nickell & Co. added | 294,630 | $12M | 0.3% | 2026-Q2 |
| &PARTNERS added | 280,149 | $12M | 0.3% | 2026-Q2 |
| New England Private Wealth Advisors LLC added | 225,798 | $9M | 0.2% | 2026-Q2 |
| JPMORGAN CHASE & CO added | 221,640 | $9M | 0.2% | 2026-Q2 |
| LGL PARTNERS, LLC added | 206,341 | $9M | 0.2% | 2026-Q2 |
| ArchPoint Investors | 203,500 | $8M | 0.2% | 2026-Q2 |
| Heritage Trust Co added | 201,093 | $8M | 0.2% | 2026-Q2 |
| DIVERSIFIED TRUST CO trimmed | 189,586 | $8M | 0.2% | 2026-Q2 |
| Madison Asset Management, LLC added | 188,161 | $8M | 0.2% | 2026-Q2 |
| Stonehage Fleming Financial Services Holdings Ltd added | 185,162 | $8M | 0.2% | 2026-Q2 |
| IFG Advisory, LLC new | 181,730 | $8M | 0.2% | 2026-Q2 |
| BANK OF AMERICA CORP /DE/ added | 175,918 | $7M | 0.2% | 2026-Q2 |
| VICUS CAPITAL added | 169,062 | $7M | 0.2% | 2026-Q2 |
| Corient Private Wealth LP trimmed | 162,842 | $7M | 0.2% | 2026-Q2 |
| Apella Capital, LLC trimmed | 155,203 | $6M | 0.2% | 2026-Q2 |
| Argent Trust Co added | 152,851 | $6M | 0.2% | 2026-Q2 |
| CAMBRIDGE ASSOCIATES LLC /MA/ /ADV new | 148,114 | $6M | 0.2% | 2026-Q2 |
| Hartford Financial Management Inc. added | 142,248 | $6M | 0.2% | 2026-Q2 |
| Triangle Securities Wealth Management added | 129,775 | $5M | 0.1% | 2026-Q2 |
| Tempus Wealth Planning, LLC trimmed | 129,110 | $5M | 0.1% | 2026-Q2 |
| JONES FINANCIAL COMPANIES LLLP added | 126,379 | $5M | 0.1% | 2026-Q2 |
| Indivisible Partners added | 118,273 | $5M | 0.1% | 2026-Q2 |
| SouthState Bank Corp added | 100,058 | $4M | 0.1% | 2026-Q2 |
| AQR CAPITAL MANAGEMENT LLC added | 100,012 | $4M | 0.1% | 2026-Q2 |
| EXCHANGE TRADED CONCEPTS, LLC added | 99,686 | $4M | 0.1% | 2026-Q2 |
| Grantham, Mayo, Van Otterloo & Co. LLC added | 98,087 | $4M | 0.1% | 2026-Q2 |
| Mutual Advisors, LLC added | 93,106 | $4M | 0.1% | 2026-Q2 |
| Sprinkle Financial Consultants LLC added | 91,207 | $4M | 0.1% | 2026-Q2 |
| Princeton Global Asset Management LLC added | 87,812 | $4M | 0.1% | 2026-Q2 |
| Ironsides Asset Advisors, LLC added | 81,959 | $3M | 0.1% | 2026-Q2 |
| Commerce Advisors, LLC added | 80,297 | $3M | 0.1% | 2026-Q2 |
| Wingate Wealth Advisors, Inc. added | 77,148 | $3M | 0.1% | 2026-Q2 |
| MCF Advisors LLC trimmed | 75,995 | $3M | 0.1% | 2026-Q2 |
| EQ LLC added | 75,923 | $3M | 0.1% | 2026-Q2 |
| Hollow Brook Wealth Management LLC added | 72,709 | $3M | 0.1% | 2026-Q2 |
| Bank of New York Mellon Corp added | 69,817 | $3M | 0.1% | 2026-Q2 |
| Clarendon Private LLC added | 66,191 | $3M | 0.1% | 2026-Q2 |
| Annex Advisory Services, LLC trimmed | 64,292 | $3M | 0.1% | 2026-Q2 |
| COMMONWEALTH EQUITY SERVICES, LLC trimmed | 63,954 | $3M | 0.1% | 2026-Q2 |
| Farther Finance Advisors, LLC added | 63,209 | $3M | 0.1% | 2026-Q2 |
| Fort Point Capital Partners LLC | 62,247 | $3M | 0.1% | 2026-Q2 |
| GLENMEDE TRUST CO NA added | 56,130 | $2M | 0.1% | 2026-Q2 |
| Archer Investment Management, LLC trimmed | 56,094 | $2M | 0.1% | 2026-Q2 |
| Peak Asset Management, LLC added | 53,660 | $2M | 0.1% | 2026-Q2 |
| MAI Capital Management added | 50,696 | $2M | 0.1% | 2026-Q2 |
| Global Retirement Partners, LLC added | 50,647 | $2M | 0.1% | 2026-Q2 |
| Nicholas Hoffman & Company, LLC. added | 46,265 | $2M | 0.1% | 2026-Q2 |
| Prospera Financial Services Inc added | 45,700 | $2M | 0.0% | 2026-Q2 |
| CERTIOR FINANCIAL GROUP, LLC added | 45,368 | $2M | 0.0% | 2026-Q2 |
| StoneX Group Inc. added | 45,335 | $2M | 0.0% | 2026-Q2 |
| Berkeley, Inc added | 42,895 | $2M | 0.0% | 2026-Q2 |
| CIBC WORLD MARKET INC. trimmed | 33,225 | $1M | 0.0% | 2026-Q2 |
| STUDIO INVESTMENT MANAGEMENT LLC trimmed | 29,154 | $1M | 0.0% | 2026-Q2 |
| Parallel Advisors, LLC added | 28,822 | $1M | 0.0% | 2026-Q2 |
| Pathway Financial Advisors LLC | 28,743 | $1M | 0.0% | 2026-Q2 |
| Breakwater Capital Group added | 28,539 | $1M | 0.0% | 2026-Q2 |
| Quantinno Capital Management LP added | 27,769 | $1M | 0.0% | 2026-Q2 |
| LEGACY SOLUTIONS, LLC new | 27,394 | $1M | 0.0% | 2026-Q2 |
| LAM GROUP, INC. trimmed | 20,955 | $872K | 0.0% | 2026-Q2 |
| Bluesphere Advisors LLC | 19,797 | $824K | 0.0% | 2026-Q2 |
| HighPoint Advisor Group LLC trimmed | 17,840 | $743K | 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.