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Institutional Ownership · SEC Form 13F

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.

363
Institutional holders
7,269,970
Shares held (tracked funds)

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).

FundSharesReported value% of valueQuarter
BANK OF AMERICA CORP /DE/ trimmed1,018,643$220M14.7%2026-Q1
LPL Financial LLC trimmed614,658$133M8.9%2026-Q1
MORGAN STANLEY trimmed594,687$128M8.6%2026-Q1
WELLS FARGO & COMPANY/MN trimmed446,361$96M6.4%2026-Q1
MARSHALL WACE, LLP added415,583$90M6.0%2026-Q1
RAYMOND JAMES FINANCIAL INC trimmed288,943$62M4.2%2026-Q1
UBS Group AG trimmed257,010$56M3.7%2026-Q1
ENVESTNET ASSET MANAGEMENT INC added183,604$40M2.6%2026-Q1
ROYAL BANK OF CANADA trimmed148,130$32M2.1%2026-Q1
OSAIC HOLDINGS, INC. trimmed125,017$27M1.8%2026-Q1
Allworth Financial LP added120,264$26M1.7%2026-Q1
Janney Montgomery Scott LLC added98,395$21M1.4%2026-Q1
Cambridge Investment Research Advisors, Inc. added97,777$21M1.4%2026-Q1
RVW Wealth, LLC trimmed83,826$18M1.2%2026-Q1
Cetera Investment Advisers trimmed81,628$18M1.2%2026-Q1
EP Wealth Advisors, LLC trimmed78,234$17M1.1%2026-Q1
AMERIPRISE FINANCIAL INC trimmed75,878$16M1.1%2026-Q1
TORONTO DOMINION BANK new68,388$15M1.0%2026-Q1
Kestra Advisory Services, LLC added67,629$15M1.0%2026-Q1
TRUIST FINANCIAL CORP trimmed64,851$14M0.9%2026-Q1
STIFEL FINANCIAL CORP added62,159$13M0.9%2026-Q1
Southland Equity Partners LLC trimmed60,384$13M0.9%2026-Q1
COMMONWEALTH EQUITY SERVICES, LLC trimmed59,899$13M0.9%2026-Q1
Private Advisor Group, LLC added50,743$11M0.7%2026-Q1
Jump Financial, LLC trimmed49,586$11M0.7%2026-Q1
CITIGROUP INC trimmed48,948$11M0.7%2026-Q1
ASSETMARK, INC added48,274$10M0.7%2026-Q1
Baird Financial Group, Inc. trimmed47,729$10M0.7%2026-Q1
TWO SIGMA INVESTMENTS, LP trimmed43,114$9M0.6%2026-Q1
Creative Planning trimmed40,326$9M0.6%2026-Q1
Mariner, LLC trimmed40,253$9M0.6%2026-Q1
HARBOUR INVESTMENTS, INC. added39,612$9M0.6%2026-Q1
HSBC HOLDINGS PLC added39,471$8M0.6%2026-Q1
Independent Advisor Alliance added37,194$8M0.5%2026-Q1
Syntegra Private Wealth Group, LLC trimmed36,545$8M0.5%2026-Q1
Mainsail Financial Group, LLC added36,396$8M0.5%2026-Q1
GREAT VALLEY ADVISOR GROUP, INC. trimmed30,594$7M0.4%2026-Q1
Waverly Advisors, LLC trimmed29,214$6M0.4%2026-Q1
JONES FINANCIAL COMPANIES LLLP added28,335$6M0.4%2026-Q1
BANCO BILBAO VIZCAYA ARGENTARIA, S.A. new28,000$6M0.4%2026-Q1
Vestmark Advisory Solutions, Inc. trimmed25,421$5M0.4%2026-Q1
Gateway Wealth Partners, LLC added24,946$5M0.4%2026-Q1
JANE STREET GROUP, LLC added24,331$5M0.4%2026-Q1
Integrated Wealth Concepts LLC trimmed23,562$5M0.3%2026-Q1
Maridea Wealth Management LLC trimmed22,864$5M0.3%2026-Q1
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO trimmed22,656$5M0.3%2026-Q1
SUSQUEHANNA INTERNATIONAL GROUP, LLP added22,470$5M0.3%2026-Q1
BENJAMIN EDWARDS INC added21,883$5M0.3%2026-Q1
Texas Yale Capital Corp.21,418$5M0.3%2026-Q1
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC added20,412$4M0.3%2026-Q1
Concentrum Wealth Management trimmed20,565$4M0.3%2026-Q1
SFMG, LLC trimmed20,008$4M0.3%2026-Q1
NWM ADVISORS, LLC trimmed19,739$4M0.3%2026-Q1
Prospera Financial Services Inc added19,397$4M0.3%2026-Q1
Holistic Financial Partners added19,395$4M0.3%2026-Q1
Focus Financial Network, Inc. added18,608$4M0.3%2026-Q1
HRT FINANCIAL LP added18,339$4M0.3%2026-Q1
Atria Investments, Inc trimmed17,780$4M0.3%2026-Q1
OneDigital Investment Advisors LLC added17,467$4M0.3%2026-Q1
Sun Financial Inc trimmed12,626$4M0.2%2026-Q1
MML INVESTORS SERVICES, LLC trimmed16,777$4M0.2%2026-Q1
Journey Beyond Wealth, LLC added16,321$4M0.2%2026-Q1
Snowden Capital Advisors LLC added16,212$4M0.2%2026-Q1
Independent Wealth Network Inc. new15,451$3M0.2%2026-Q1
Belpointe Asset Management LLC trimmed14,709$3M0.2%2026-Q1
NewEdge Advisors, LLC added38,202$3M0.2%2026-Q1
MTM Investment Management, LLC14,405$3M0.2%2026-Q1
IFP Advisors, Inc added14,264$3M0.2%2026-Q1
D.A. DAVIDSON & CO. trimmed14,009$3M0.2%2026-Q1
Sowell Financial Services LLC trimmed13,851$3M0.2%2026-Q1
PCG Wealth Advisors, LLC trimmed13,823$3M0.2%2026-Q1
Concurrent Investment Advisors, LLC added13,712$3M0.2%2026-Q1
AE Wealth Management LLC trimmed13,643$3M0.2%2026-Q1
Ausdal Financial Partners, Inc. trimmed13,465$3M0.2%2026-Q1
BNP PARIBAS FINANCIAL MARKETS13,100$3M0.2%2026-Q1
Geneos Wealth Management Inc. trimmed13,071$3M0.2%2026-Q1
Stratos Wealth Partners, LTD. added12,780$3M0.2%2026-Q1
Delos Wealth Advisors, LLC added12,643$3M0.2%2026-Q1
Steward Partners Investment Advisory, LLC added12,359$3M0.2%2026-Q1
Ayalon Insurance Comp Ltd.12,356$3M0.2%2026-Q1
World Investment Advisors added12,338$3M0.2%2026-Q1
Wealthfront Advisers LLC trimmed12,002$3M0.2%2026-Q1
BBR PARTNERS, LLC11,888$3M0.2%2026-Q1
Virtu Financial LLC trimmed11,666$3M0.2%2026-Q1
Bank of New York Mellon Corp added11,334$2M0.2%2026-Q1
B&D White Capital Company, LLC11,147$2M0.2%2026-Q1
Novak & Powell Financial Services, Inc.10,867$2M0.2%2026-Q1
CAPTRUST FINANCIAL ADVISORS added10,853$2M0.2%2026-Q1
O'Dell Group, LLC added118,455$21M1.4%2025-Q1 stale
Miller Investment Management, LP trimmed58,036$13M0.9%2025-Q3 stale
DAYMARK WEALTH PARTNERS, LLC added30,614$7M0.5%2025-Q4 stale
BRASS TAX WEALTH MANAGEMENT, INC trimmed29,805$7M0.5%2025-Q3 stale
Maxele Advisors, LLC trimmed29,637$7M0.5%2025-Q4 stale
WCG Wealth Advisors LLC trimmed33,295$6M0.4%2025-Q1 stale
Global Retirement Partners, LLC trimmed19,877$5M0.3%2025-Q4 stale
MGB Wealth Management, LLC trimmed15,417$4M0.2%2025-Q4 stale
Guided Capital Wealth Management, LLC trimmed12,639$3M0.2%2025-Q3 stale
AVANTAX ADVISORY SERVICES, INC. added12,422$3M0.2%2025-Q2 stale
WIN ADVISORS, INC new11,052$3M0.2%2025-Q3 stale
Proactive Wealth Strategies LLC added13,917$2M0.2%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.

HoldersTotal shares

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.

Learn how to read institutional ownership