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-Q1 13F filings (latest filed 2026-05-19). 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
9 tracked funds added or opened QSPT while 14 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
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 2025-Q4 and 2026-Q1, across 92 tracked filers holding QSPT, 25 increased or opened the position and 52 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 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 3
- Wealthcare Advisory Partners LLC$17M
- Keystone Wealth Services, LLC$2M
- OLD MISSION CAPITAL LLC$1M
Full exits 3
- B. Riley Wealth Advisors, Inc.$6M
- Global Assets Advisory, LLC$2M
- ORG Partners LLC$941K
Largest adds
- First Heartland Consultants, Inc.$8M
- RAYMOND JAMES FINANCIAL INC$4M
- GREAT VALLEY ADVISOR GROUP, INC.$2M
- Kestra Advisory Services, LLC$2M
- Kovack Advisors, Inc.$350K
- Mariner, LLC$296K
Largest trims
- COMMONWEALTH EQUITY SERVICES, LLC$6M
- Outlook Wealth Advisors, LLC$3M
- OSAIC HOLDINGS, INC.$2M
- MML INVESTORS SERVICES, LLC$933K
- ENVESTNET ASSET MANAGEMENT INC$723K
- JPMORGAN CHASE & CO$633K
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 new | 547,797 | $17M | 10.6% | 2026-Q1 |
| COMMONWEALTH EQUITY SERVICES, LLC trimmed | 396,672 | $12M | 7.7% | 2026-Q1 |
| Outlook Wealth Advisors, LLC trimmed | 312,068 | $10M | 6.0% | 2026-Q1 |
| Cetera Investment Advisers added | 292,221 | $9M | 5.7% | 2026-Q1 |
| First Heartland Consultants, Inc. added | 281,151 | $9M | 5.4% | 2026-Q1 |
| RAYMOND JAMES FINANCIAL INC added | 253,070 | $8M | 4.9% | 2026-Q1 |
| OSAIC HOLDINGS, INC. trimmed | 177,547 | $5M | 3.4% | 2026-Q1 |
| Kestra Advisory Services, LLC added | 132,985 | $4M | 2.6% | 2026-Q1 |
| STEPHENS INC /AR/ added | 116,874 | $4M | 2.3% | 2026-Q1 |
| LPL Financial LLC trimmed | 106,902 | $3M | 2.1% | 2026-Q1 |
| ENVESTNET ASSET MANAGEMENT INC trimmed | 104,570 | $3M | 2.0% | 2026-Q1 |
| OneDigital Investment Advisors LLC trimmed | 100,792 | $3M | 2.0% | 2026-Q1 |
| Cambridge Investment Research Advisors, Inc. trimmed | 91,562 | $3M | 1.8% | 2026-Q1 |
| Keystone Wealth Services, LLC trimmed | 78,888 | $2M | 1.5% | 2026-Q1 |
| RED CRANE WEALTH MANAGEMENT, LLC trimmed | 73,486 | $2M | 1.4% | 2026-Q1 |
| GREAT VALLEY ADVISOR GROUP, INC. added | 65,594 | $2M | 1.3% | 2026-Q1 |
| SMART Wealth LLC added | 60,480 | $2M | 1.2% | 2026-Q1 |
| Steward Partners Investment Advisory, LLC trimmed | 58,760 | $2M | 1.1% | 2026-Q1 |
| Maia Wealth LLC trimmed | 58,519 | $2M | 1.1% | 2026-Q1 |
| Janney Montgomery Scott LLC trimmed | 56,200 | $2M | 1.1% | 2026-Q1 |
| Prospera Financial Services Inc trimmed | 50,544 | $2M | 1.0% | 2026-Q1 |
| Ignite Planners, LLC trimmed | 44,090 | $1M | 0.9% | 2026-Q1 |
| MML INVESTORS SERVICES, LLC trimmed | 42,718 | $1M | 0.8% | 2026-Q1 |
| Faithward Advisors, LLC trimmed | 41,379 | $1M | 0.8% | 2026-Q1 |
| TRUIST FINANCIAL CORP added | 40,856 | $1M | 0.8% | 2026-Q1 |
| Clear Creek Financial Management, LLC added | 37,799 | $1M | 0.7% | 2026-Q1 |
| Mariner, LLC added | 37,436 | $1M | 0.7% | 2026-Q1 |
| FWG Investments, LLC. trimmed | 36,626 | $1M | 0.7% | 2026-Q1 |
| OPPENHEIMER & CO INC trimmed | 34,700 | $1M | 0.7% | 2026-Q1 |
| OLD MISSION CAPITAL LLC added | 33,132 | $1M | 0.6% | 2026-Q1 |
| Synergy Asset Management, LLC trimmed | 30,105 | $922K | 0.6% | 2026-Q1 |
| HARBOUR INVESTMENTS, INC. trimmed | 27,338 | $837K | 0.5% | 2026-Q1 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP added | 27,214 | $833K | 0.5% | 2026-Q1 |
| Sequent Planning LLC trimmed | 26,231 | $803K | 0.5% | 2026-Q1 |
| Grantvest Financial Group LLC trimmed | 24,652 | $755K | 0.5% | 2026-Q1 |
| Harvest Investment Services, LLC trimmed | 22,457 | $688K | 0.4% | 2026-Q1 |
| Sunbelt Securities, Inc. added | 22,439 | $687K | 0.4% | 2026-Q1 |
| 1776 Wealth LLC | 21,607 | $662K | 0.4% | 2026-Q1 |
| UPTICK PARTNERS, LLC trimmed | 21,509 | $659K | 0.4% | 2026-Q1 |
| Rockefeller Capital Management L.P. | 21,400 | $655K | 0.4% | 2026-Q1 |
| Sloy Dahl & Holst, LLC | 20,250 | $620K | 0.4% | 2026-Q1 |
| CENTAURUS FINANCIAL, INC. | 19,118 | $585K | 0.4% | 2026-Q1 |
| Center for Financial Planning, Inc. | 18,950 | $580K | 0.4% | 2026-Q1 |
| THOROUGHBRED FINANCIAL SERVICES, LLC trimmed | 18,846 | $576K | 0.4% | 2026-Q1 |
| NOVEM GROUP | 17,248 | $528K | 0.3% | 2026-Q1 |
| Kovack Advisors, Inc. trimmed | 16,401 | $503K | 0.3% | 2026-Q1 |
| Octavia Wealth Advisors, LLC | 16,251 | $498K | 0.3% | 2026-Q1 |
| SILVER OAK SECURITIES, INCORPORATED trimmed | 16,114 | $493K | 0.3% | 2026-Q1 |
| IFP Advisors, Inc added | 15,568 | $477K | 0.3% | 2026-Q1 |
| JANE STREET GROUP, LLC added | 14,826 | $454K | 0.3% | 2026-Q1 |
| PARK AVENUE SECURITIES LLC trimmed | 14,720 | $451K | 0.3% | 2026-Q1 |
| AQR CAPITAL MANAGEMENT LLC new | 14,278 | $437K | 0.3% | 2026-Q1 |
| World Investment Advisors trimmed | 14,115 | $432K | 0.3% | 2026-Q1 |
| HighTower Advisors, LLC added | 13,460 | $412K | 0.3% | 2026-Q1 |
| LEGACY SOLUTIONS, LLC | 12,724 | $390K | 0.2% | 2026-Q1 |
| Mutual Advisors, LLC | 12,486 | $382K | 0.2% | 2026-Q1 |
| Sanctuary Advisors, LLC | 11,225 | $344K | 0.2% | 2026-Q1 |
| Valtinson Bruner Financial Planning LLC trimmed | 11,113 | $340K | 0.2% | 2026-Q1 |
| WINNOW WEALTH LLC trimmed | 10,864 | $333K | 0.2% | 2026-Q1 |
| Noble Wealth Management PBC trimmed | 10,053 | $308K | 0.2% | 2026-Q1 |
| Waverly Advisors, LLC | 9,184 | $281K | 0.2% | 2026-Q1 |
| Summit Financial, LLC | 8,907 | $273K | 0.2% | 2026-Q1 |
| TD Waterhouse Canada Inc. | 8,837 | $272K | 0.2% | 2026-Q1 |
| HOLLENCREST CAPITAL MANAGEMENT | 8,051 | $246K | 0.2% | 2026-Q1 |
| VestGen Advisors, LLC trimmed | 7,187 | $246K | 0.2% | 2026-Q1 |
| DHJJ Financial Advisors, Ltd. trimmed | 7,915 | $242K | 0.2% | 2026-Q1 |
| Snowden Capital Advisors LLC new | 7,659 | $234K | 0.1% | 2026-Q1 |
| Aurora Private Wealth, Inc. | 7,264 | $230K | 0.1% | 2026-Q1 |
| NWF Advisory Services Inc. | 6,825 | $209K | 0.1% | 2026-Q1 |
| Capital Analysts, LLC trimmed | 6,696 | $205K | 0.1% | 2026-Q1 |
| Parallel Advisors, LLC added | 5,200 | $159K | 0.1% | 2026-Q1 |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC trimmed | 4,617 | $141K | 0.1% | 2026-Q1 |
| Benson Wealth Management INC | 4,327 | $132K | 0.1% | 2026-Q1 |
| Topsail Wealth Management, LLC | 4,275 | $131K | 0.1% | 2026-Q1 |
| CoreCap Advisors, LLC trimmed | 3,933 | $120K | 0.1% | 2026-Q1 |
| AE Wealth Management LLC | 3,716 | $114K | 0.1% | 2026-Q1 |
| ALBION FINANCIAL GROUP /UT | 3,200 | $98K | 0.1% | 2026-Q1 |
| Ameritas Investment Partners, Inc. | 2,545 | $78K | 0.0% | 2026-Q1 |
| Ferguson Shapiro LLC new | 264,286 | $7M | 4.4% | 2025-Q1 stale |
| B. Riley Wealth Advisors, Inc. added | 175,485 | $6M | 3.5% | 2025-Q4 stale |
| Global Assets Advisory, LLC trimmed | 57,614 | $2M | 1.2% | 2025-Q4 stale |
| CITADEL ADVISORS LLC added | 48,728 | $1M | 0.9% | 2025-Q2 stale |
| Advisory Services Network, LLC added | 32,559 | $981K | 0.6% | 2025-Q2 stale |
| ORG Partners LLC added | 29,700 | $941K | 0.6% | 2025-Q4 stale |
| Ameritas Advisory Services, LLC trimmed | 28,725 | $892K | 0.6% | 2025-Q3 stale |
| HICKORY ASSET MANAGEMENT, INC. | 18,100 | $535K | 0.3% | 2025-Q2 stale |
| Coppell Advisory Solutions LLC trimmed | 15,376 | $489K | 0.3% | 2025-Q4 stale |
| WOLVERINE TRADING, LLC trimmed | 11,440 | $337K | 0.2% | 2025-Q2 stale |
| Consolidated Portfolio Review Corp | 10,776 | $335K | 0.2% | 2025-Q3 stale |
| StoneX Group Inc. trimmed | 10,771 | $285K | 0.2% | 2025-Q1 stale |
| BRASS TAX WEALTH MANAGEMENT, INC | 9,184 | $285K | 0.2% | 2025-Q3 stale |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC new | 8,342 | $266K | 0.2% | 2025-Q4 stale |
| AVANTAX ADVISORY SERVICES, INC. trimmed | 7,463 | $221K | 0.1% | 2025-Q2 stale |
| Redhawk Wealth Advisors, Inc. trimmed | 6,619 | $210K | 0.1% | 2025-Q4 stale |
| Mayfair Advisory Group, LLC | 6,599 | $209K | 0.1% | 2025-Q4 stale |
| KESTRA PRIVATE WEALTH SERVICES, LLC new | 6,405 | $203K | 0.1% | 2025-Q4 stale |
| Luken Investment Analytics, LLC added | 6,835 | $202K | 0.1% | 2025-Q2 stale |
| WORLD EQUITY GROUP, INC. trimmed | 6,336 | $201K | 0.1% | 2025-Q4 stale |
| UBS Group AG added | 6,330 | $187K | 0.1% | 2025-Q2 stale |
| Reflection Asset Management new | 3,036 | $97K | 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.