Who owns QTEC (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-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
33 tracked funds added or opened QTEC while 81 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
QTEC’s largest tracked holder by dollar value, BANK OF AMERICA CORP /DE/, sizes it at 0.0% of its own reported 13F book, while the median holder sizes it at 0.1% of theirs — a 0.0pp gap the other way — the median holder sizes QTEC more heavily than its largest holder by dollar value does.
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 2025-Q4 and 2026-Q1, across 363 tracked filers holding QTEC, 123 increased or opened the position and 176 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 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 13
- TORONTO DOMINION BANK$15M
- TWO SIGMA INVESTMENTS, LP$9M
- Independent Advisor Alliance$8M
- BANCO BILBAO VIZCAYA ARGENTARIA, S.A.$6M
- JANE STREET GROUP, LLC$5M
- Independent Wealth Network Inc.$3M
Full exits 12
- DAYMARK WEALTH PARTNERS, LLC$7M
- Maxele Advisors, LLC$7M
- Global Retirement Partners, LLC$5M
- MGB Wealth Management, LLC$4M
- GTS SECURITIES LLC$2M
- CIBC Private Wealth Group LLC$2M
Largest adds
- MARSHALL WACE, LLP$53M
- HSBC HOLDINGS PLC$4M
- SUSQUEHANNA INTERNATIONAL GROUP, LLP$4M
- HRT FINANCIAL LP$3M
- Private Advisor Group, LLC$3M
- Gateway Wealth Partners, LLC$3M
Largest trims
- NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$50M
- BANK OF AMERICA CORP /DE/$50M
- NewSquare Capital LLC$15M
- MORGAN STANLEY$15M
- Kraft, Davis & Associates, LLC$13M
- WELLS FARGO & COMPANY/MN$13M
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 |
|---|---|---|---|---|
| BANK OF AMERICA CORP /DE/ trimmed | 1,018,643 | $220M | 14.7% | 2026-Q1 |
| LPL Financial LLC trimmed | 614,658 | $133M | 8.9% | 2026-Q1 |
| MORGAN STANLEY trimmed | 594,687 | $128M | 8.6% | 2026-Q1 |
| WELLS FARGO & COMPANY/MN trimmed | 446,361 | $96M | 6.4% | 2026-Q1 |
| MARSHALL WACE, LLP added | 415,583 | $90M | 6.0% | 2026-Q1 |
| RAYMOND JAMES FINANCIAL INC trimmed | 288,943 | $62M | 4.2% | 2026-Q1 |
| UBS Group AG trimmed | 257,010 | $56M | 3.7% | 2026-Q1 |
| ENVESTNET ASSET MANAGEMENT INC added | 183,604 | $40M | 2.6% | 2026-Q1 |
| ROYAL BANK OF CANADA trimmed | 148,130 | $32M | 2.1% | 2026-Q1 |
| OSAIC HOLDINGS, INC. trimmed | 125,017 | $27M | 1.8% | 2026-Q1 |
| Allworth Financial LP added | 120,264 | $26M | 1.7% | 2026-Q1 |
| Janney Montgomery Scott LLC added | 98,395 | $21M | 1.4% | 2026-Q1 |
| Cambridge Investment Research Advisors, Inc. added | 97,777 | $21M | 1.4% | 2026-Q1 |
| RVW Wealth, LLC trimmed | 83,826 | $18M | 1.2% | 2026-Q1 |
| Cetera Investment Advisers trimmed | 81,628 | $18M | 1.2% | 2026-Q1 |
| EP Wealth Advisors, LLC trimmed | 78,234 | $17M | 1.1% | 2026-Q1 |
| AMERIPRISE FINANCIAL INC trimmed | 75,878 | $16M | 1.1% | 2026-Q1 |
| TORONTO DOMINION BANK new | 68,388 | $15M | 1.0% | 2026-Q1 |
| Kestra Advisory Services, LLC added | 67,629 | $15M | 1.0% | 2026-Q1 |
| TRUIST FINANCIAL CORP trimmed | 64,851 | $14M | 0.9% | 2026-Q1 |
| STIFEL FINANCIAL CORP added | 62,159 | $13M | 0.9% | 2026-Q1 |
| Southland Equity Partners LLC trimmed | 60,384 | $13M | 0.9% | 2026-Q1 |
| COMMONWEALTH EQUITY SERVICES, LLC trimmed | 59,899 | $13M | 0.9% | 2026-Q1 |
| Private Advisor Group, LLC added | 50,743 | $11M | 0.7% | 2026-Q1 |
| Jump Financial, LLC trimmed | 49,586 | $11M | 0.7% | 2026-Q1 |
| CITIGROUP INC trimmed | 48,948 | $11M | 0.7% | 2026-Q1 |
| ASSETMARK, INC added | 48,274 | $10M | 0.7% | 2026-Q1 |
| Baird Financial Group, Inc. trimmed | 47,729 | $10M | 0.7% | 2026-Q1 |
| TWO SIGMA INVESTMENTS, LP trimmed | 43,114 | $9M | 0.6% | 2026-Q1 |
| Creative Planning trimmed | 40,326 | $9M | 0.6% | 2026-Q1 |
| Mariner, LLC trimmed | 40,253 | $9M | 0.6% | 2026-Q1 |
| HARBOUR INVESTMENTS, INC. added | 39,612 | $9M | 0.6% | 2026-Q1 |
| HSBC HOLDINGS PLC added | 39,471 | $8M | 0.6% | 2026-Q1 |
| Independent Advisor Alliance added | 37,194 | $8M | 0.5% | 2026-Q1 |
| Syntegra Private Wealth Group, LLC trimmed | 36,545 | $8M | 0.5% | 2026-Q1 |
| Mainsail Financial Group, LLC added | 36,396 | $8M | 0.5% | 2026-Q1 |
| GREAT VALLEY ADVISOR GROUP, INC. trimmed | 30,594 | $7M | 0.4% | 2026-Q1 |
| Waverly Advisors, LLC trimmed | 29,214 | $6M | 0.4% | 2026-Q1 |
| JONES FINANCIAL COMPANIES LLLP added | 28,335 | $6M | 0.4% | 2026-Q1 |
| BANCO BILBAO VIZCAYA ARGENTARIA, S.A. new | 28,000 | $6M | 0.4% | 2026-Q1 |
| Vestmark Advisory Solutions, Inc. trimmed | 25,421 | $5M | 0.4% | 2026-Q1 |
| Gateway Wealth Partners, LLC added | 24,946 | $5M | 0.4% | 2026-Q1 |
| JANE STREET GROUP, LLC added | 24,331 | $5M | 0.4% | 2026-Q1 |
| Integrated Wealth Concepts LLC trimmed | 23,562 | $5M | 0.3% | 2026-Q1 |
| Maridea Wealth Management LLC trimmed | 22,864 | $5M | 0.3% | 2026-Q1 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO trimmed | 22,656 | $5M | 0.3% | 2026-Q1 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP added | 22,470 | $5M | 0.3% | 2026-Q1 |
| BENJAMIN EDWARDS INC added | 21,883 | $5M | 0.3% | 2026-Q1 |
| Texas Yale Capital Corp. | 21,418 | $5M | 0.3% | 2026-Q1 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC added | 20,412 | $4M | 0.3% | 2026-Q1 |
| Concentrum Wealth Management trimmed | 20,565 | $4M | 0.3% | 2026-Q1 |
| SFMG, LLC trimmed | 20,008 | $4M | 0.3% | 2026-Q1 |
| NWM ADVISORS, LLC trimmed | 19,739 | $4M | 0.3% | 2026-Q1 |
| Prospera Financial Services Inc added | 19,397 | $4M | 0.3% | 2026-Q1 |
| Holistic Financial Partners added | 19,395 | $4M | 0.3% | 2026-Q1 |
| Focus Financial Network, Inc. added | 18,608 | $4M | 0.3% | 2026-Q1 |
| HRT FINANCIAL LP added | 18,339 | $4M | 0.3% | 2026-Q1 |
| Atria Investments, Inc trimmed | 17,780 | $4M | 0.3% | 2026-Q1 |
| OneDigital Investment Advisors LLC added | 17,467 | $4M | 0.3% | 2026-Q1 |
| Sun Financial Inc trimmed | 12,626 | $4M | 0.2% | 2026-Q1 |
| MML INVESTORS SERVICES, LLC trimmed | 16,777 | $4M | 0.2% | 2026-Q1 |
| Journey Beyond Wealth, LLC added | 16,321 | $4M | 0.2% | 2026-Q1 |
| Snowden Capital Advisors LLC added | 16,212 | $4M | 0.2% | 2026-Q1 |
| Independent Wealth Network Inc. new | 15,451 | $3M | 0.2% | 2026-Q1 |
| Belpointe Asset Management LLC trimmed | 14,709 | $3M | 0.2% | 2026-Q1 |
| NewEdge Advisors, LLC added | 38,202 | $3M | 0.2% | 2026-Q1 |
| MTM Investment Management, LLC | 14,405 | $3M | 0.2% | 2026-Q1 |
| IFP Advisors, Inc added | 14,264 | $3M | 0.2% | 2026-Q1 |
| D.A. DAVIDSON & CO. trimmed | 14,009 | $3M | 0.2% | 2026-Q1 |
| Sowell Financial Services LLC trimmed | 13,851 | $3M | 0.2% | 2026-Q1 |
| PCG Wealth Advisors, LLC trimmed | 13,823 | $3M | 0.2% | 2026-Q1 |
| Concurrent Investment Advisors, LLC added | 13,712 | $3M | 0.2% | 2026-Q1 |
| AE Wealth Management LLC trimmed | 13,643 | $3M | 0.2% | 2026-Q1 |
| Ausdal Financial Partners, Inc. trimmed | 13,465 | $3M | 0.2% | 2026-Q1 |
| BNP PARIBAS FINANCIAL MARKETS | 13,100 | $3M | 0.2% | 2026-Q1 |
| Geneos Wealth Management Inc. trimmed | 13,071 | $3M | 0.2% | 2026-Q1 |
| Stratos Wealth Partners, LTD. added | 12,780 | $3M | 0.2% | 2026-Q1 |
| Delos Wealth Advisors, LLC added | 12,643 | $3M | 0.2% | 2026-Q1 |
| Steward Partners Investment Advisory, LLC added | 12,359 | $3M | 0.2% | 2026-Q1 |
| Ayalon Insurance Comp Ltd. | 12,356 | $3M | 0.2% | 2026-Q1 |
| World Investment Advisors added | 12,338 | $3M | 0.2% | 2026-Q1 |
| Wealthfront Advisers LLC trimmed | 12,002 | $3M | 0.2% | 2026-Q1 |
| BBR PARTNERS, LLC | 11,888 | $3M | 0.2% | 2026-Q1 |
| Virtu Financial LLC trimmed | 11,666 | $3M | 0.2% | 2026-Q1 |
| Bank of New York Mellon Corp added | 11,334 | $2M | 0.2% | 2026-Q1 |
| B&D White Capital Company, LLC | 11,147 | $2M | 0.2% | 2026-Q1 |
| Novak & Powell Financial Services, Inc. | 10,867 | $2M | 0.2% | 2026-Q1 |
| CAPTRUST FINANCIAL ADVISORS added | 10,853 | $2M | 0.2% | 2026-Q1 |
| O'Dell Group, LLC added | 118,455 | $21M | 1.4% | 2025-Q1 stale |
| Miller Investment Management, LP trimmed | 58,036 | $13M | 0.9% | 2025-Q3 stale |
| DAYMARK WEALTH PARTNERS, LLC added | 30,614 | $7M | 0.5% | 2025-Q4 stale |
| BRASS TAX WEALTH MANAGEMENT, INC trimmed | 29,805 | $7M | 0.5% | 2025-Q3 stale |
| Maxele Advisors, LLC trimmed | 29,637 | $7M | 0.5% | 2025-Q4 stale |
| WCG Wealth Advisors LLC trimmed | 33,295 | $6M | 0.4% | 2025-Q1 stale |
| Global Retirement Partners, LLC trimmed | 19,877 | $5M | 0.3% | 2025-Q4 stale |
| MGB Wealth Management, LLC trimmed | 15,417 | $4M | 0.2% | 2025-Q4 stale |
| Guided Capital Wealth Management, LLC trimmed | 12,639 | $3M | 0.2% | 2025-Q3 stale |
| AVANTAX ADVISORY SERVICES, INC. added | 12,422 | $3M | 0.2% | 2025-Q2 stale |
| WIN ADVISORS, INC new | 11,052 | $3M | 0.2% | 2025-Q3 stale |
| Proactive Wealth Strategies LLC added | 13,917 | $2M | 0.2% | 2025-Q1 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.