Who owns QSPT
Which tracked institutional funds hold QSPT, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See QSPT 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
18 tracked funds added or opened QSPT while 11 trimmed or exited it between 2026-Q1 and 2026-Q2 — 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
QSPT’s largest tracked holder by dollar value, Wealthcare Advisory Partners LLC, sizes it at 0.3% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 0.3pp conviction gap — its largest holder concentrates the name more heavily than the typical one.
Book-share is each fund’s reported value in QSPT 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 89 tracked filers holding QSPT, 26 increased or opened the position and 55 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 QSPT 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 4
- Ameritas Advisory Services, LLC$2M
- Global Assets Advisory, LLC$2M
- CITADEL ADVISORS LLC$610K
- Coppell Advisory Solutions LLC$582K
Full exits 7
- Cambridge Investment Research Advisors, Inc.$3M
- Maia Wealth LLC$2M
- Janney Montgomery Scott LLC$2M
- OLD MISSION CAPITAL LLC$1M
- Sunbelt Securities, Inc.$687K
- CENTAURUS FINANCIAL, INC.$585K
Largest adds
- SUSQUEHANNA INTERNATIONAL GROUP, LLP$2M
- Outlook Wealth Advisors, LLC$1M
- OSAIC HOLDINGS, INC.$1M
- Wealthcare Advisory Partners LLC$1M
- Cetera Investment Advisers$1M
- RAYMOND JAMES FINANCIAL INC$1M
Largest trims
- Kestra Advisory Services, LLC$556K
- TRUIST FINANCIAL CORP$444K
- Sequent Planning LLC$433K
- Kovack Advisors, Inc.$279K
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 |
|---|---|---|---|---|
| Wealthcare Advisory Partners LLC trimmed | 516,910 | $18M | 11.1% | 2026-Q2 |
| COMMONWEALTH EQUITY SERVICES, LLC trimmed | 374,862 | $13M | 8.0% | 2026-Q2 |
| Outlook Wealth Advisors, LLC added | 313,875 | $11M | 6.7% | 2026-Q2 |
| Cetera Investment Advisers trimmed | 288,771 | $10M | 6.2% | 2026-Q2 |
| First Heartland Consultants, Inc. trimmed | 267,225 | $9M | 5.7% | 2026-Q2 |
| RAYMOND JAMES FINANCIAL INC added | 253,978 | $9M | 5.4% | 2026-Q2 |
| OSAIC HOLDINGS, INC. added | 194,219 | $7M | 4.2% | 2026-Q2 |
| STEPHENS INC /AR/ trimmed | 116,410 | $4M | 2.5% | 2026-Q2 |
| Kestra Advisory Services, LLC trimmed | 100,890 | $4M | 2.2% | 2026-Q2 |
| OneDigital Investment Advisors LLC trimmed | 98,292 | $3M | 2.1% | 2026-Q2 |
| LPL Financial LLC trimmed | 97,447 | $3M | 2.1% | 2026-Q2 |
| ENVESTNET ASSET MANAGEMENT INC trimmed | 90,273 | $3M | 1.9% | 2026-Q2 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP added | 85,507 | $3M | 1.8% | 2026-Q2 |
| Keystone Wealth Services, LLC trimmed | 78,575 | $3M | 1.7% | 2026-Q2 |
| SMART Wealth LLC added | 71,436 | $2M | 1.5% | 2026-Q2 |
| RED CRANE WEALTH MANAGEMENT, LLC trimmed | 64,683 | $2M | 1.4% | 2026-Q2 |
| GREAT VALLEY ADVISOR GROUP, INC. trimmed | 63,558 | $2M | 1.4% | 2026-Q2 |
| Ameritas Advisory Services, LLC added | 62,132 | $2M | 1.3% | 2026-Q2 |
| Steward Partners Investment Advisory, LLC trimmed | 56,449 | $2M | 1.2% | 2026-Q2 |
| Global Assets Advisory, LLC trimmed | 54,346 | $2M | 1.2% | 2026-Q2 |
| MML INVESTORS SERVICES, LLC added | 51,450 | $2M | 1.1% | 2026-Q2 |
| Prospera Financial Services Inc trimmed | 50,349 | $2M | 1.1% | 2026-Q2 |
| Ignite Planners, LLC trimmed | 43,610 | $2M | 0.9% | 2026-Q2 |
| Faithward Advisors, LLC trimmed | 39,782 | $1M | 0.9% | 2026-Q2 |
| Mariner, LLC trimmed | 35,430 | $1M | 0.8% | 2026-Q2 |
| FWG Investments, LLC. trimmed | 35,371 | $1M | 0.8% | 2026-Q2 |
| Clear Creek Financial Management, LLC trimmed | 33,459 | $1M | 0.7% | 2026-Q2 |
| OPPENHEIMER & CO INC trimmed | 31,148 | $1M | 0.7% | 2026-Q2 |
| HARBOUR INVESTMENTS, INC. trimmed | 26,283 | $916K | 0.6% | 2026-Q2 |
| UPTICK PARTNERS, LLC added | 25,409 | $885K | 0.5% | 2026-Q2 |
| TRUIST FINANCIAL CORP trimmed | 23,165 | $807K | 0.5% | 2026-Q2 |
| Synergy Asset Management, LLC trimmed | 21,818 | $760K | 0.5% | 2026-Q2 |
| 1776 Wealth LLC | 21,607 | $753K | 0.5% | 2026-Q2 |
| Rockefeller Capital Management L.P. | 21,400 | $746K | 0.5% | 2026-Q2 |
| Harvest Investment Services, LLC trimmed | 21,239 | $740K | 0.5% | 2026-Q2 |
| Sloy Dahl & Holst, LLC | 20,250 | $706K | 0.4% | 2026-Q2 |
| Center for Financial Planning, Inc. trimmed | 17,965 | $626K | 0.4% | 2026-Q2 |
| SILVER OAK SECURITIES, INCORPORATED added | 17,627 | $614K | 0.4% | 2026-Q2 |
| CITADEL ADVISORS LLC trimmed | 17,498 | $610K | 0.4% | 2026-Q2 |
| NOVEM GROUP | 17,248 | $601K | 0.4% | 2026-Q2 |
| Grantvest Financial Group LLC trimmed | 17,152 | $598K | 0.4% | 2026-Q2 |
| Coppell Advisory Solutions LLC trimmed | 12,475 | $582K | 0.4% | 2026-Q2 |
| Octavia Wealth Advisors, LLC | 16,251 | $566K | 0.3% | 2026-Q2 |
| JANE STREET GROUP, LLC added | 15,740 | $548K | 0.3% | 2026-Q2 |
| IFP Advisors, Inc | 15,568 | $542K | 0.3% | 2026-Q2 |
| World Investment Advisors added | 14,337 | $500K | 0.3% | 2026-Q2 |
| AQR CAPITAL MANAGEMENT LLC trimmed | 14,042 | $489K | 0.3% | 2026-Q2 |
| LEGACY SOLUTIONS, LLC | 12,724 | $443K | 0.3% | 2026-Q2 |
| Mutual Advisors, LLC trimmed | 12,476 | $435K | 0.3% | 2026-Q2 |
| Sanctuary Advisors, LLC | 11,225 | $391K | 0.2% | 2026-Q2 |
| Valtinson Bruner Financial Planning LLC trimmed | 11,023 | $384K | 0.2% | 2026-Q2 |
| GOLDMAN SACHS GROUP INC new | 10,817 | $377K | 0.2% | 2026-Q2 |
| WINNACLE WEALTH LLC trimmed | 10,624 | $370K | 0.2% | 2026-Q2 |
| Sequent Planning LLC trimmed | 10,611 | $370K | 0.2% | 2026-Q2 |
| BECK CAPITAL MANAGEMENT, LLC new | 10,526 | $367K | 0.2% | 2026-Q2 |
| FIDUCIARY FINANCIAL ADVISORS new | 10,450 | $364K | 0.2% | 2026-Q2 |
| NewEdge Advisors, LLC | 9,491 | $331K | 0.2% | 2026-Q2 |
| Waverly Advisors, LLC | 9,184 | $320K | 0.2% | 2026-Q2 |
| Summit Financial, LLC | 8,907 | $310K | 0.2% | 2026-Q2 |
| HOLLENCREST CAPITAL MANAGEMENT | 8,051 | $280K | 0.2% | 2026-Q2 |
| DHJJ Financial Advisors, Ltd. trimmed | 7,899 | $275K | 0.2% | 2026-Q2 |
| Snowden Capital Advisors LLC | 7,659 | $267K | 0.2% | 2026-Q2 |
| Noble Wealth Management PBC trimmed | 7,453 | $260K | 0.2% | 2026-Q2 |
| VestGen Advisors, LLC | 7,187 | $250K | 0.2% | 2026-Q2 |
| NWF Advisory Services Inc. trimmed | 6,625 | $231K | 0.1% | 2026-Q2 |
| Kovack Advisors, Inc. trimmed | 6,460 | $224K | 0.1% | 2026-Q2 |
| Redhawk Wealth Advisors, Inc. trimmed | 6,411 | $223K | 0.1% | 2026-Q2 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | 6,405 | $223K | 0.1% | 2026-Q2 |
| Parallel Advisors, LLC | 5,200 | $181K | 0.1% | 2026-Q2 |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | 4,617 | $161K | 0.1% | 2026-Q2 |
| Benson Wealth Management INC | 4,327 | $151K | 0.1% | 2026-Q2 |
| Topsail Wealth Management, LLC | 4,275 | $149K | 0.1% | 2026-Q2 |
| CoreCap Advisors, LLC | 3,933 | $137K | 0.1% | 2026-Q2 |
| AE Wealth Management LLC trimmed | 3,220 | $112K | 0.1% | 2026-Q2 |
| ALBION FINANCIAL GROUP /UT | 3,200 | $111K | 0.1% | 2026-Q2 |
| Farther Finance Advisors, LLC new | 3,125 | $109K | 0.1% | 2026-Q2 |
| Global Retirement Partners, LLC new | 2,789 | $97K | 0.1% | 2026-Q2 |
| Ameritas Investment Partners, Inc. | 2,545 | $89K | 0.1% | 2026-Q2 |
| ROYAL BANK OF CANADA added | 2,000 | $70K | 0.0% | 2026-Q2 |
| Capital Investment Advisory Services, LLC | 1,954 | $68K | 0.0% | 2026-Q2 |
| FIFTH THIRD BANCORP | 1,827 | $64K | 0.0% | 2026-Q2 |
| Integrity Financial Corp /WA | 1,111 | $39K | 0.0% | 2026-Q2 |
| IFG Advisory, LLC new | 624 | $22K | 0.0% | 2026-Q2 |
| JPMORGAN CHASE & CO trimmed | 609 | $21K | 0.0% | 2026-Q2 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC new | 550 | $19K | 0.0% | 2026-Q2 |
| Quest 10 Wealth Builders, Inc. | 500 | $17K | 0.0% | 2026-Q2 |
| Buck Wealth Strategies, LLC new | 400 | $14K | 0.0% | 2026-Q2 |
| Strive Financial Group ,LLC | 93 | $3K | 0.0% | 2026-Q2 |
| Smartleaf Asset Management LLC | 7 | $242 | 0.0% | 2026-Q2 |
| Cambridge Investment Research Advisors, Inc. trimmed | 91,562 | $3M | 1.7% | 2026-Q1 stale (1 quarter behind) |
| Maia Wealth LLC trimmed | 58,519 | $2M | 1.1% | 2026-Q1 stale (1 quarter behind) |
| Janney Montgomery Scott LLC trimmed | 56,200 | $2M | 1.1% | 2026-Q1 stale (1 quarter behind) |
| OLD MISSION CAPITAL LLC added | 33,132 | $1M | 0.6% | 2026-Q1 stale (1 quarter behind) |
| Sunbelt Securities, Inc. added | 22,439 | $687K | 0.4% | 2026-Q1 stale (1 quarter behind) |
| CENTAURUS FINANCIAL, INC. | 19,118 | $585K | 0.4% | 2026-Q1 stale (1 quarter behind) |
| THOROUGHBRED FINANCIAL SERVICES, LLC trimmed | 18,846 | $576K | 0.4% | 2026-Q1 stale (1 quarter behind) |
| B. Riley Wealth Advisors, Inc. new | 175,485 | $6M | 3.4% | 2025-Q4 stale (2 quarters behind) |
| ORG Partners LLC added | 29,700 | $941K | 0.6% | 2025-Q4 stale (2 quarters behind) |
| Advisory Services Network, LLC added | 32,559 | $981K | 0.6% | 2025-Q2 stale (4 quarters behind) |
| HICKORY ASSET MANAGEMENT, INC. | 18,100 | $535K | 0.3% | 2025-Q2 stale (4 quarters behind) |
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.