Who owns QTEC
Which tracked institutional funds hold QTEC, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See QTEC company fundamentals →
Ownership as of the 2026-Q2 13F filings (latest filed 2026-09-02). 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 QTEC is one-sided between 2026-Q1 and 2026-Q2: 195 added or opened and 28 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
QTEC’s largest tracked holder by dollar value, FIRST TRUST ADVISORS LP, sizes it at 0.5% of its own reported 13F book, while the median holder sizes it at 0.1% of theirs — a 0.4pp conviction gap — its largest holder concentrates the name more heavily than the typical one.
Book-share is each fund’s reported value in QTEC 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 431 tracked filers holding QTEC, 198 increased or opened the position and 171 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 QTEC 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 28
- MEITAV INVESTMENT HOUSE LTD$23M
- CITADEL ADVISORS LLC$11M
- Maxele Advisors, LLC$10M
- Global Retirement Partners, LLC$7M
- NATIXIS$6M
- VAQUERO PRIVATE WEALTH, LTD$6M
Full exits 17
- Janney Montgomery Scott LLC$21M
- Cambridge Investment Research Advisors, Inc.$21M
- HSBC HOLDINGS PLC$8M
- Independent Advisor Alliance$8M
- HRT FINANCIAL LP$4M
- Ayalon Insurance Comp Ltd.$3M
Largest adds
- FIRST TRUST ADVISORS LP$812M
- MORGAN STANLEY$108M
- BNP PARIBAS FINANCIAL MARKETS$85M
- LPL Financial LLC$77M
- WELLS FARGO & COMPANY/MN$68M
- RAYMOND JAMES FINANCIAL INC$38M
Largest trims
- MARSHALL WACE, LLP$54M
- BANK OF AMERICA CORP /DE/$26M
- JANE STREET GROUP, LLC$5M
- BANCO BILBAO VIZCAYA ARGENTARIA, S.A.$2M
- Gateway Wealth Partners, LLC$2M
- Apeiron RIA LLC$1M
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 |
|---|---|---|---|---|
| FIRST TRUST ADVISORS LP added | 2,428,884 | $813M | 27.3% | 2026-Q2 |
| MORGAN STANLEY added | 706,281 | $236M | 7.9% | 2026-Q2 |
| LPL Financial LLC added | 627,869 | $210M | 7.1% | 2026-Q2 |
| BANK OF AMERICA CORP /DE/ trimmed | 580,089 | $194M | 6.5% | 2026-Q2 |
| WELLS FARGO & COMPANY/MN added | 492,172 | $165M | 5.5% | 2026-Q2 |
| RAYMOND JAMES FINANCIAL INC added | 299,927 | $100M | 3.4% | 2026-Q2 |
| BNP PARIBAS FINANCIAL MARKETS added | 263,100 | $88M | 3.0% | 2026-Q2 |
| UBS Group AG trimmed | 241,509 | $81M | 2.7% | 2026-Q2 |
| ROYAL BANK OF CANADA added | 190,625 | $64M | 2.1% | 2026-Q2 |
| ENVESTNET ASSET MANAGEMENT INC trimmed | 147,217 | $49M | 1.7% | 2026-Q2 |
| OSAIC HOLDINGS, INC. added | 133,613 | $45M | 1.5% | 2026-Q2 |
| Allworth Financial LP trimmed | 115,863 | $39M | 1.3% | 2026-Q2 |
| MARSHALL WACE, LLP trimmed | 105,880 | $35M | 1.2% | 2026-Q2 |
| TRUIST FINANCIAL CORP added | 94,324 | $32M | 1.1% | 2026-Q2 |
| NewEdge Advisors, LLC added | 87,942 | $29M | 1.0% | 2026-Q2 |
| AMERIPRISE FINANCIAL INC added | 87,150 | $29M | 1.0% | 2026-Q2 |
| RVW Wealth, LLC trimmed | 83,527 | $28M | 0.9% | 2026-Q2 |
| EP Wealth Advisors, LLC trimmed | 77,980 | $26M | 0.9% | 2026-Q2 |
| Cetera Investment Advisers trimmed | 77,736 | $26M | 0.9% | 2026-Q2 |
| MEITAV INVESTMENT HOUSE LTD new | 69,703 | $23M | 0.8% | 2026-Q2 |
| Kestra Advisory Services, LLC trimmed | 66,336 | $22M | 0.7% | 2026-Q2 |
| CITIGROUP INC added | 63,755 | $21M | 0.7% | 2026-Q2 |
| Nilsine Partners, LLC added | 60,647 | $20M | 0.7% | 2026-Q2 |
| Southland Equity Partners LLC added | 60,558 | $20M | 0.7% | 2026-Q2 |
| Baird Financial Group, Inc. added | 57,766 | $19M | 0.6% | 2026-Q2 |
| COMMONWEALTH EQUITY SERVICES, LLC trimmed | 57,201 | $19M | 0.6% | 2026-Q2 |
| STIFEL FINANCIAL CORP trimmed | 56,635 | $19M | 0.6% | 2026-Q2 |
| &PARTNERS added | 55,183 | $18M | 0.6% | 2026-Q2 |
| Advisory Services Network, LLC added | 51,425 | $17M | 0.6% | 2026-Q2 |
| Private Advisor Group, LLC trimmed | 48,007 | $16M | 0.5% | 2026-Q2 |
| Jump Financial, LLC trimmed | 47,728 | $16M | 0.5% | 2026-Q2 |
| TWO SIGMA INVESTMENTS, LP added | 46,714 | $16M | 0.5% | 2026-Q2 |
| TORONTO DOMINION BANK trimmed | 46,358 | $16M | 0.5% | 2026-Q2 |
| Concurrent Investment Advisors, LLC added | 43,425 | $15M | 0.5% | 2026-Q2 |
| HARBOUR INVESTMENTS, INC. added | 40,642 | $14M | 0.5% | 2026-Q2 |
| Mainsail Financial Group, LLC added | 39,528 | $13M | 0.4% | 2026-Q2 |
| Creative Planning trimmed | 37,899 | $13M | 0.4% | 2026-Q2 |
| Syntegra Private Wealth Group, LLC trimmed | 36,033 | $12M | 0.4% | 2026-Q2 |
| ASSETMARK, INC trimmed | 35,091 | $12M | 0.4% | 2026-Q2 |
| CITADEL ADVISORS LLC added | 34,213 | $11M | 0.4% | 2026-Q2 |
| NewSquare Capital LLC added | 31,849 | $11M | 0.4% | 2026-Q2 |
| Waverly Advisors, LLC added | 30,095 | $10M | 0.3% | 2026-Q2 |
| JONES FINANCIAL COMPANIES LLLP added | 29,121 | $9M | 0.3% | 2026-Q2 |
| Maxele Advisors, LLC trimmed | 29,084 | $10M | 0.3% | 2026-Q2 |
| GREAT VALLEY ADVISOR GROUP, INC. trimmed | 29,070 | $10M | 0.3% | 2026-Q2 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP added | 27,258 | $9M | 0.3% | 2026-Q2 |
| BENJAMIN EDWARDS INC added | 26,547 | $9M | 0.3% | 2026-Q2 |
| Integrated Wealth Concepts LLC added | 25,474 | $9M | 0.3% | 2026-Q2 |
| Vestmark Advisory Solutions, Inc. | 25,421 | $9M | 0.3% | 2026-Q2 |
| Mariner, LLC trimmed | 23,243 | $8M | 0.3% | 2026-Q2 |
| Tower Research Capital LLC (TRC) added | 22,525 | $8M | 0.3% | 2026-Q2 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO trimmed | 22,092 | $7M | 0.2% | 2026-Q2 |
| Maridea Wealth Management LLC trimmed | 21,701 | $7M | 0.2% | 2026-Q2 |
| Texas Yale Capital Corp. trimmed | 21,386 | $7M | 0.2% | 2026-Q2 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC added | 20,940 | $7M | 0.2% | 2026-Q2 |
| Concentrum Wealth Management added | 20,632 | $7M | 0.2% | 2026-Q2 |
| NWM ADVISORS, LLC trimmed | 19,513 | $7M | 0.2% | 2026-Q2 |
| Global Retirement Partners, LLC trimmed | 19,473 | $7M | 0.2% | 2026-Q2 |
| Rockefeller Capital Management L.P. added | 19,218 | $6M | 0.2% | 2026-Q2 |
| SFMG, LLC trimmed | 18,172 | $6M | 0.2% | 2026-Q2 |
| MML INVESTORS SERVICES, LLC added | 17,926 | $6M | 0.2% | 2026-Q2 |
| OneDigital Investment Advisors LLC added | 17,847 | $6M | 0.2% | 2026-Q2 |
| NATIXIS new | 17,800 | $6M | 0.2% | 2026-Q2 |
| VAQUERO PRIVATE WEALTH, LTD new | 17,538 | $6M | 0.2% | 2026-Q2 |
| Snowden Capital Advisors LLC added | 16,742 | $6M | 0.2% | 2026-Q2 |
| GTS SECURITIES LLC added | 16,426 | $6M | 0.2% | 2026-Q2 |
| Focus Financial Network, Inc. trimmed | 15,754 | $5M | 0.2% | 2026-Q2 |
| Journey Beyond Wealth, LLC trimmed | 15,551 | $5M | 0.2% | 2026-Q2 |
| OPPENHEIMER & CO INC added | 14,899 | $5M | 0.2% | 2026-Q2 |
| PCG Wealth Advisors, LLC added | 14,486 | $5M | 0.2% | 2026-Q2 |
| MTM Investment Management, LLC trimmed | 14,305 | $5M | 0.2% | 2026-Q2 |
| Quadrature Capital Ltd added | 14,305 | $5M | 0.2% | 2026-Q2 |
| Belpointe Asset Management LLC trimmed | 13,676 | $5M | 0.2% | 2026-Q2 |
| OpenArc Corporate Advisory, LLC new | 13,644 | $5M | 0.2% | 2026-Q2 |
| Sowell Financial Services LLC trimmed | 13,582 | $5M | 0.2% | 2026-Q2 |
| Steward Partners Investment Advisory, LLC added | 13,537 | $5M | 0.2% | 2026-Q2 |
| Ausdal Financial Partners, Inc. added | 13,467 | $5M | 0.2% | 2026-Q2 |
| Stratos Wealth Partners, LTD. added | 13,263 | $4M | 0.1% | 2026-Q2 |
| Geneos Wealth Management Inc. added | 13,081 | $4M | 0.1% | 2026-Q2 |
| Delos Wealth Advisors, LLC added | 12,757 | $4M | 0.1% | 2026-Q2 |
| Beacon Pointe Advisors, LLC new | 12,421 | $4M | 0.1% | 2026-Q2 |
| Independent Wealth Network Inc. trimmed | 12,208 | $4M | 0.1% | 2026-Q2 |
| D.A. DAVIDSON & CO. trimmed | 12,171 | $4M | 0.1% | 2026-Q2 |
| Atria Investments, Inc trimmed | 12,169 | $4M | 0.1% | 2026-Q2 |
| BBR PARTNERS, LLC | 11,888 | $4M | 0.1% | 2026-Q2 |
| Sun Financial Inc trimmed | 11,851 | $4M | 0.1% | 2026-Q2 |
| Prospera Financial Services Inc trimmed | 11,480 | $4M | 0.1% | 2026-Q2 |
| Wealthfront Advisers LLC trimmed | 11,352 | $4M | 0.1% | 2026-Q2 |
| B&D White Capital Company, LLC added | 11,149 | $4M | 0.1% | 2026-Q2 |
| INDEPENDENT FINANCIAL GROUP, LLC added | 11,143 | $4M | 0.1% | 2026-Q2 |
| Novak & Powell Financial Services, Inc. | 10,867 | $4M | 0.1% | 2026-Q2 |
| IFP Advisors, Inc trimmed | 10,711 | $4M | 0.1% | 2026-Q2 |
| BANCO BILBAO VIZCAYA ARGENTARIA, S.A. trimmed | 10,500 | $4M | 0.1% | 2026-Q2 |
| Z3 Capital Partners, LLC added | 10,493 | $4M | 0.1% | 2026-Q2 |
| Holistic Financial Partners trimmed | 10,350 | $3M | 0.1% | 2026-Q2 |
| TradeWell Securities, LLC. added | 10,324 | $3M | 0.1% | 2026-Q2 |
| AE Wealth Management LLC trimmed | 9,849 | $3M | 0.1% | 2026-Q2 |
| IAMS WEALTH MANAGEMENT, LLC trimmed | 9,831 | $3M | 0.1% | 2026-Q2 |
| Gateway Wealth Partners, LLC trimmed | 9,771 | $3M | 0.1% | 2026-Q2 |
| Plotkin Financial Advisors, LLC trimmed | 9,621 | $3M | 0.1% | 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.