Who owns QLTY (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-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
48 tracked funds added or opened QLTY while 31 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
QLTY’s largest tracked holder by dollar value, AIA Group Ltd, sizes it at 7.2% of its own reported 13F book, while the median holder sizes it at 0.4% of theirs — a 6.8pp 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 2025-Q4 and 2026-Q1, across 150 tracked filers holding QLTY, 102 increased or opened the position and 36 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 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 10
- Tanglewood Wealth Management, Inc.$30M
- Apella Capital, LLC$7M
- Hartford Financial Management Inc.$5M
- Commerce Advisors, LLC$3M
- Fort Point Capital Partners LLC$2M
- BANK OF AMERICA CORP /DE/$2M
Full exits 4
- Global Retirement Partners, LLC$2M
- JANE STREET GROUP, LLC$988K
- Lido Advisors, LLC$769K
- SUSQUEHANNA INTERNATIONAL GROUP, LLP$740K
Largest adds
- BROWN BROTHERS HARRIMAN & CO$206M
- HB Wealth Management, LLC$194M
- Atria Investments, Inc$45M
- Modern Wealth Management, LLC$38M
- Alvarez & Marsal Private Wealth Partners, LLC$26M
- Auxano Advisors, LLC$11M
Largest trims
- AIA Group Ltd$31M
- Allworth Financial LP$19M
- WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$13M
- Legacy Advisors, LLC$6M
- Archer Investment Management, LLC$4M
- Procyon Advisors, LLC$3M
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 |
|---|---|---|---|---|
| AIA Group Ltd | 13,783,350 | $499M | 16.4% | 2026-Q1 |
| Allworth Financial LP trimmed | 8,275,177 | $299M | 9.9% | 2026-Q1 |
| BROWN BROTHERS HARRIMAN & CO added | 8,089,207 | $293M | 9.6% | 2026-Q1 |
| Merit Financial Group, LLC added | 7,977,528 | $289M | 9.5% | 2026-Q1 |
| HB Wealth Management, LLC added | 5,905,175 | $214M | 7.0% | 2026-Q1 |
| Legacy Advisors, LLC added | 3,529,734 | $128M | 4.2% | 2026-Q1 |
| LAZARD ASSET MANAGEMENT LLC added | 2,597,522 | $94M | 3.1% | 2026-Q1 |
| Focus Partners Wealth added | 2,198,405 | $80M | 2.6% | 2026-Q1 |
| Crestwood Advisors Group, LLC added | 1,769,720 | $64M | 2.1% | 2026-Q1 |
| Perigon Wealth Management, LLC added | 1,738,328 | $63M | 2.1% | 2026-Q1 |
| Alvarez & Marsal Private Wealth Partners, LLC added | 1,725,553 | $63M | 2.1% | 2026-Q1 |
| FFT WEALTH MANAGEMENT LLC added | 1,635,379 | $59M | 2.0% | 2026-Q1 |
| Atria Investments, Inc added | 1,448,617 | $52M | 1.7% | 2026-Q1 |
| Trustees of Dartmouth College | 1,096,022 | $40M | 1.3% | 2026-Q1 |
| Modern Wealth Management, LLC added | 1,040,532 | $38M | 1.3% | 2026-Q1 |
| Prodigy Asset Management LLC added | 961,119 | $35M | 1.1% | 2026-Q1 |
| Auxano Advisors, LLC added | 953,440 | $34M | 1.1% | 2026-Q1 |
| RAYMOND JAMES FINANCIAL INC added | 931,998 | $34M | 1.1% | 2026-Q1 |
| Annex Advisory Services, LLC added | 896,626 | $32M | 1.1% | 2026-Q1 |
| CENTRAL TRUST Co added | 820,980 | $30M | 1.0% | 2026-Q1 |
| Tanglewood Wealth Management, Inc. new | 815,764 | $30M | 1.0% | 2026-Q1 |
| PINNACLE ASSOCIATES LTD trimmed | 810,307 | $29M | 1.0% | 2026-Q1 |
| MML INVESTORS SERVICES, LLC added | 746,186 | $27M | 0.9% | 2026-Q1 |
| LPL Financial LLC added | 664,234 | $24M | 0.8% | 2026-Q1 |
| New Republic Capital, LLC added | 505,014 | $18M | 0.6% | 2026-Q1 |
| Colony Family Offices, LLC added | 487,099 | $18M | 0.6% | 2026-Q1 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC trimmed | 465,136 | $17M | 0.6% | 2026-Q1 |
| Verum Partners LLC added | 454,898 | $16M | 0.5% | 2026-Q1 |
| Stonehearth Capital Management, LLC added | 440,926 | $16M | 0.5% | 2026-Q1 |
| MONETA GROUP INVESTMENT ADVISORS LLC added | 420,927 | $15M | 0.5% | 2026-Q1 |
| Allegheny Financial Group added | 400,548 | $14M | 0.5% | 2026-Q1 |
| Paragon Capital Management Ltd added | 392,959 | $14M | 0.5% | 2026-Q1 |
| Crusonia Wealth Advisors LLC added | 391,806 | $14M | 0.5% | 2026-Q1 |
| Kelman-Lazarov, Inc. added | 380,573 | $14M | 0.5% | 2026-Q1 |
| FIRST MANHATTAN CO. LLC. added | 326,565 | $12M | 0.4% | 2026-Q1 |
| ENVESTNET ASSET MANAGEMENT INC added | 324,382 | $12M | 0.4% | 2026-Q1 |
| Alpha Advisors, LLC/VA added | 316,129 | $11M | 0.4% | 2026-Q1 |
| OSAIC HOLDINGS, INC. added | 272,158 | $10M | 0.3% | 2026-Q1 |
| &PARTNERS added | 270,859 | $10M | 0.3% | 2026-Q1 |
| Leisure Capital Management added | 248,632 | $9M | 0.3% | 2026-Q1 |
| J. Mark Nickell & Co. added | 240,098 | $9M | 0.3% | 2026-Q1 |
| New England Private Wealth Advisors LLC added | 213,207 | $8M | 0.3% | 2026-Q1 |
| Corient Private Wealth LLC added | 204,293 | $7M | 0.2% | 2026-Q1 |
| ArchPoint Investors added | 203,500 | $7M | 0.2% | 2026-Q1 |
| LGL PARTNERS, LLC added | 201,750 | $7M | 0.2% | 2026-Q1 |
| JPMORGAN CHASE & CO added | 203,548 | $7M | 0.2% | 2026-Q1 |
| Diversified Trust Co trimmed | 193,111 | $7M | 0.2% | 2026-Q1 |
| Apella Capital, LLC new | 171,105 | $7M | 0.2% | 2026-Q1 |
| Heritage Trust Co added | 187,784 | $7M | 0.2% | 2026-Q1 |
| Madison Asset Management, LLC added | 185,944 | $7M | 0.2% | 2026-Q1 |
| HighTower Advisors, LLC added | 185,262 | $7M | 0.2% | 2026-Q1 |
| Financial Connections Group, Inc. trimmed | 178,032 | $6M | 0.2% | 2026-Q1 |
| EverSource Wealth Advisors, LLC added | 156,498 | $6M | 0.2% | 2026-Q1 |
| COMMONWEALTH EQUITY SERVICES, LLC added | 145,093 | $5M | 0.2% | 2026-Q1 |
| VICUS CAPITAL added | 139,323 | $5M | 0.2% | 2026-Q1 |
| Argent Trust Co added | 138,109 | $5M | 0.2% | 2026-Q1 |
| Hartford Financial Management Inc. new | 137,840 | $5M | 0.2% | 2026-Q1 |
| Tempus Wealth Planning, LLC trimmed | 132,256 | $5M | 0.2% | 2026-Q1 |
| Stonehage Fleming Financial Services Holdings Ltd added | 126,575 | $5M | 0.2% | 2026-Q1 |
| Triangle Securities Wealth Management added | 121,885 | $4M | 0.1% | 2026-Q1 |
| Indivisible Partners added | 113,303 | $4M | 0.1% | 2026-Q1 |
| SouthState Bank Corp trimmed | 98,232 | $4M | 0.1% | 2026-Q1 |
| Grantham, Mayo, Van Otterloo & Co. LLC added | 94,480 | $3M | 0.1% | 2026-Q1 |
| EXCHANGE TRADED CONCEPTS, LLC added | 92,371 | $3M | 0.1% | 2026-Q1 |
| Mutual Advisors, LLC added | 92,058 | $3M | 0.1% | 2026-Q1 |
| Sprinkle Financial Consultants LLC added | 87,268 | $3M | 0.1% | 2026-Q1 |
| Princeton Global Asset Management LLC trimmed | 86,849 | $3M | 0.1% | 2026-Q1 |
| JONES FINANCIAL COMPANIES LLLP added | 83,215 | $3M | 0.1% | 2026-Q1 |
| Commerce Advisors, LLC new | 79,310 | $3M | 0.1% | 2026-Q1 |
| MCF Advisors LLC trimmed | 79,070 | $3M | 0.1% | 2026-Q1 |
| Wingate Wealth Advisors, Inc. | 73,835 | $3M | 0.1% | 2026-Q1 |
| Hollow Brook Wealth Management LLC added | 68,458 | $2M | 0.1% | 2026-Q1 |
| Bank of New York Mellon Corp trimmed | 67,935 | $2M | 0.1% | 2026-Q1 |
| EQ LLC added | 66,511 | $2M | 0.1% | 2026-Q1 |
| Fort Point Capital Partners LLC | 62,247 | $2M | 0.1% | 2026-Q1 |
| Farther Finance Advisors, LLC trimmed | 61,024 | $2M | 0.1% | 2026-Q1 |
| Archer Investment Management, LLC trimmed | 61,200 | $2M | 0.1% | 2026-Q1 |
| Clarendon Private LLC added | 60,198 | $2M | 0.1% | 2026-Q1 |
| Janney Montgomery Scott LLC trimmed | 58,503 | $2M | 0.1% | 2026-Q1 |
| BANK OF AMERICA CORP /DE/ added | 51,482 | $2M | 0.1% | 2026-Q1 |
| Peak Asset Management, LLC trimmed | 50,451 | $2M | 0.1% | 2026-Q1 |
| Ironsides Asset Advisors, LLC new | 49,873 | $2M | 0.1% | 2026-Q1 |
| MAI Capital Management added | 47,957 | $2M | 0.1% | 2026-Q1 |
| CERTIOR FINANCIAL GROUP, LLC added | 45,279 | $2M | 0.1% | 2026-Q1 |
| StoneX Group Inc. added | 42,842 | $2M | 0.1% | 2026-Q1 |
| Berkeley, Inc added | 41,942 | $2M | 0.0% | 2026-Q1 |
| Arete Wealth Advisors, LLC added | 40,475 | $1M | 0.0% | 2026-Q1 |
| Cambridge Investment Research Advisors, Inc. added | 37,788 | $1M | 0.0% | 2026-Q1 |
| Prospera Financial Services Inc added | 36,200 | $1M | 0.0% | 2026-Q1 |
| CIBC WORLD MARKET INC. added | 35,029 | $1M | 0.0% | 2026-Q1 |
| STUDIO INVESTMENT MANAGEMENT LLC | 30,856 | $1M | 0.0% | 2026-Q1 |
| Nicholas Hoffman & Company, LLC. new | 32,310 | $1M | 0.0% | 2026-Q1 |
| Pathway Financial Advisors LLC | 28,743 | $1M | 0.0% | 2026-Q1 |
| Parallel Advisors, LLC added | 28,819 | $1M | 0.0% | 2026-Q1 |
| Aspen Investment Management Inc added | 27,800 | $1M | 0.0% | 2026-Q1 |
| Gitterman Wealth Management, LLC trimmed | 1,623,342 | $59M | 1.9% | 2025-Q3 stale |
| Accredited Wealth Management, LLC trimmed | 3,898 | $4M | 0.1% | 2025-Q3 stale |
| Global Retirement Partners, LLC added | 47,993 | $2M | 0.1% | 2025-Q4 stale |
| J. W. Coons Advisors, LLC added | 30,654 | $1M | 0.0% | 2025-Q2 stale |
| JANE STREET GROUP, LLC added | 25,680 | $988K | 0.0% | 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.