Who owns QTUM (QTUM)
Which tracked institutional funds hold QTUM, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See QTUM 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
73 tracked funds added or opened QTUM while 40 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
QTUM’s largest tracked holder by dollar value, LPL Financial LLC, sizes it at 0.0% of its own reported 13F book, while the median holder sizes it at 0.1% of theirs — a 0.1pp gap the other way — the median holder sizes QTUM more heavily than its largest holder by dollar value does.
Book-share is each fund’s reported value in QTUM 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 430 tracked filers holding QTUM, 283 increased or opened the position and 131 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 QTUM 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 15
- Kraft, Davis & Associates, LLC$14M
- BFI Infinity Ltd.$11M
- FLOW TRADERS U.S. LLC$5M
- Great Diamond Partners, LLC$3M
- OLD MISSION CAPITAL LLC$2M
- JANE STREET GROUP, LLC$2M
Full exits 17
- Beacon Harbor Wealth Advisors, Inc.$13M
- Cooper Capital Advisors LLC$8M
- Foguth Wealth Management, LLC.$6M
- FISCHER INVESTMENT STRATEGIES, LLC$5M
- Mirae Asset Global Investments Co., Ltd.$4M
- NewEdge Advisors, LLC$3M
Largest adds
- NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$19M
- ROYAL BANK OF CANADA$12M
- RPg Family Wealth Advisory, LLC$7M
- CITADEL ADVISORS LLC$7M
- LPL Financial LLC$5M
- RAYMOND JAMES FINANCIAL INC$4M
Largest trims
- Quadrature Capital Ltd$9M
- Orion Porfolio Solutions, LLC$7M
- BREAKTHRU ADVISORY SERVICES, LLC$6M
- Parkway Wealth Management Group, LLC$5M
- COMMONWEALTH EQUITY SERVICES, LLC$4M
- Cetera Investment Advisers$4M
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 |
|---|---|---|---|---|
| LPL Financial LLC added | 1,129,797 | $121M | 13.6% | 2026-Q1 |
| BANK OF AMERICA CORP /DE/ added | 784,695 | $84M | 9.5% | 2026-Q1 |
| Parkway Wealth Management Group, LLC trimmed | 311,238 | $36M | 4.1% | 2026-Q1 |
| ROYAL BANK OF CANADA added | 267,050 | $29M | 3.2% | 2026-Q1 |
| RAYMOND JAMES FINANCIAL INC added | 231,650 | $25M | 2.8% | 2026-Q1 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO added | 218,533 | $23M | 2.6% | 2026-Q1 |
| ASSETMARK, INC added | 214,076 | $23M | 2.6% | 2026-Q1 |
| Gradient Investments LLC added | 194,197 | $21M | 2.3% | 2026-Q1 |
| Daiwa Securities Group Inc. added | 181,000 | $19M | 2.2% | 2026-Q1 |
| OSAIC HOLDINGS, INC. trimmed | 176,706 | $19M | 2.1% | 2026-Q1 |
| Steward Partners Investment Advisory, LLC added | 170,043 | $18M | 2.0% | 2026-Q1 |
| STIFEL FINANCIAL CORP added | 156,921 | $17M | 1.9% | 2026-Q1 |
| B & T Capital Management DBA Alpha Capital Management added | 145,239 | $16M | 1.8% | 2026-Q1 |
| Cambridge Investment Research Advisors, Inc. trimmed | 144,299 | $15M | 1.7% | 2026-Q1 |
| Cetera Investment Advisers trimmed | 140,286 | $15M | 1.7% | 2026-Q1 |
| Madrona Financial Services, LLC trimmed | 137,219 | $15M | 1.7% | 2026-Q1 |
| Kraft, Davis & Associates, LLC new | 106,351 | $14M | 1.6% | 2026-Q1 |
| CITADEL ADVISORS LLC added | 119,403 | $13M | 1.4% | 2026-Q1 |
| ENVESTNET ASSET MANAGEMENT INC added | 109,459 | $12M | 1.3% | 2026-Q1 |
| HENGEHOLD CAPITAL MANAGEMENT LLC added | 108,246 | $12M | 1.3% | 2026-Q1 |
| BFI Infinity Ltd. new | 103,726 | $11M | 1.2% | 2026-Q1 |
| Ethos Financial Group, LLC trimmed | 102,859 | $11M | 1.2% | 2026-Q1 |
| RPg Family Wealth Advisory, LLC added | 99,651 | $11M | 1.2% | 2026-Q1 |
| GREAT VALLEY ADVISOR GROUP, INC. added | 90,370 | $10M | 1.1% | 2026-Q1 |
| COMMONWEALTH EQUITY SERVICES, LLC trimmed | 83,024 | $9M | 1.0% | 2026-Q1 |
| HighTower Advisors, LLC added | 79,915 | $9M | 1.0% | 2026-Q1 |
| Millington Financial Advisors, LLC trimmed | 64,071 | $8M | 0.9% | 2026-Q1 |
| Equitable Holdings, Inc. added | 75,370 | $8M | 0.9% | 2026-Q1 |
| New England Private Wealth Advisors LLC added | 71,454 | $8M | 0.9% | 2026-Q1 |
| Rockefeller Capital Management L.P. trimmed | 63,037 | $7M | 0.8% | 2026-Q1 |
| FLAGSHIP HARBOR ADVISORS, LLC added | 60,937 | $7M | 0.7% | 2026-Q1 |
| Paller Financial Services Inc trimmed | 59,205 | $6M | 0.7% | 2026-Q1 |
| Estate Planners Group, LLC added | 58,122 | $6M | 0.7% | 2026-Q1 |
| VVR Holdings LLC added | 54,274 | $6M | 0.7% | 2026-Q1 |
| Nvest Financial, LLC added | 53,924 | $6M | 0.6% | 2026-Q1 |
| Janney Montgomery Scott LLC added | 51,496 | $6M | 0.6% | 2026-Q1 |
| MML INVESTORS SERVICES, LLC added | 50,576 | $5M | 0.6% | 2026-Q1 |
| NTV Asset Management LLC trimmed | 46,372 | $5M | 0.6% | 2026-Q1 |
| FLOW TRADERS U.S. LLC trimmed | 45,632 | $5M | 0.5% | 2026-Q1 |
| Private Advisor Group, LLC trimmed | 43,926 | $5M | 0.5% | 2026-Q1 |
| NEUBERGER BERMAN GROUP LLC added | 35,288 | $4M | 0.4% | 2026-Q1 |
| 1 NORTH WEALTH SERVICES LLC added | 35,205 | $4M | 0.4% | 2026-Q1 |
| Waverly Advisors, LLC added | 34,364 | $4M | 0.4% | 2026-Q1 |
| NOVEM GROUP added | 34,294 | $4M | 0.4% | 2026-Q1 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP added | 33,778 | $4M | 0.4% | 2026-Q1 |
| Procyon Advisors, LLC added | 33,701 | $4M | 0.4% | 2026-Q1 |
| Baird Financial Group, Inc. added | 33,466 | $4M | 0.4% | 2026-Q1 |
| Inscription Capital, LLC added | 31,898 | $3M | 0.4% | 2026-Q1 |
| Sage Capital Management, LLC added | 31,866 | $3M | 0.4% | 2026-Q1 |
| BIP Wealth, LLC trimmed | 31,148 | $3M | 0.4% | 2026-Q1 |
| Wealthcare Advisory Partners LLC added | 31,063 | $3M | 0.4% | 2026-Q1 |
| Mattson Financial Services, LLC trimmed | 30,338 | $3M | 0.4% | 2026-Q1 |
| Western Wealth Management, LLC added | 30,131 | $3M | 0.4% | 2026-Q1 |
| Kingsview Wealth Management, LLC added | 28,148 | $3M | 0.3% | 2026-Q1 |
| &PARTNERS added | 28,107 | $3M | 0.3% | 2026-Q1 |
| Kestra Advisory Services, LLC added | 27,976 | $3M | 0.3% | 2026-Q1 |
| Mariner, LLC added | 27,892 | $3M | 0.3% | 2026-Q1 |
| Focus Partners Wealth added | 27,449 | $3M | 0.3% | 2026-Q1 |
| Summit Financial, LLC added | 25,907 | $3M | 0.3% | 2026-Q1 |
| Nova Wealth Management, Inc. added | 25,691 | $3M | 0.3% | 2026-Q1 |
| Paragon Private Wealth Management, LLC added | 24,382 | $3M | 0.3% | 2026-Q1 |
| PRINCIPAL SECURITIES, INC. trimmed | 24,304 | $3M | 0.3% | 2026-Q1 |
| Great Diamond Partners, LLC new | 24,173 | $3M | 0.3% | 2026-Q1 |
| D. E. Shaw & Co., Inc. trimmed | 23,351 | $3M | 0.3% | 2026-Q1 |
| Creative Planning added | 22,844 | $2M | 0.3% | 2026-Q1 |
| OLD MISSION CAPITAL LLC trimmed | 22,483 | $2M | 0.3% | 2026-Q1 |
| Buska Wealth Management, LLC added | 22,254 | $2M | 0.3% | 2026-Q1 |
| Financial Freedom, LLC added | 22,212 | $2M | 0.3% | 2026-Q1 |
| Integrated Wealth Concepts LLC added | 22,184 | $2M | 0.3% | 2026-Q1 |
| StoneX Group Inc. trimmed | 21,980 | $2M | 0.3% | 2026-Q1 |
| MORGAN STANLEY added | 21,429 | $2M | 0.3% | 2026-Q1 |
| Sonoma Allocations LLC added | 19,393 | $2M | 0.2% | 2026-Q1 |
| World Investment Advisors trimmed | 19,614 | $2M | 0.2% | 2026-Q1 |
| CATHY PARETO & ASSOCIATES, INC added | 18,899 | $2M | 0.2% | 2026-Q1 |
| Bravera Wealth added | 18,778 | $2M | 0.2% | 2026-Q1 |
| SOUTHERN CAPITAL SERVICES INC /ADV added | 18,728 | $2M | 0.2% | 2026-Q1 |
| INDEPENDENT FINANCIAL GROUP, LLC trimmed | 18,286 | $2M | 0.2% | 2026-Q1 |
| Geneos Wealth Management Inc. trimmed | 18,246 | $2M | 0.2% | 2026-Q1 |
| JANE STREET GROUP, LLC trimmed | 18,169 | $2M | 0.2% | 2026-Q1 |
| Concurrent Investment Advisors, LLC added | 17,836 | $2M | 0.2% | 2026-Q1 |
| NWF Advisory Services Inc. new | 17,300 | $2M | 0.2% | 2026-Q1 |
| Csenge Advisory Group added | 16,948 | $2M | 0.2% | 2026-Q1 |
| Beacon Harbor Wealth Advisors, Inc. new | 116,752 | $13M | 1.4% | 2025-Q4 stale |
| Atria Wealth Solutions, Inc. trimmed | 116,770 | $11M | 1.2% | 2025-Q2 stale |
| Cooper Capital Advisors LLC added | 71,248 | $8M | 0.9% | 2025-Q4 stale |
| Foguth Wealth Management, LLC. new | 51,177 | $6M | 0.6% | 2025-Q4 stale |
| Science & Technology Partners, L.P. new | 48,100 | $5M | 0.6% | 2025-Q3 stale |
| FISCHER INVESTMENT STRATEGIES, LLC trimmed | 45,408 | $5M | 0.6% | 2025-Q4 stale |
| Trilogy Capital Inc. new | 41,446 | $4M | 0.5% | 2025-Q3 stale |
| Mirae Asset Global Investments Co., Ltd. trimmed | 35,815 | $4M | 0.4% | 2025-Q4 stale |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors added | 31,006 | $3M | 0.4% | 2025-Q3 stale |
| Strategic Blueprint, LLC added | 30,408 | $3M | 0.4% | 2025-Q3 stale |
| NewEdge Advisors, LLC trimmed | 26,608 | $3M | 0.3% | 2025-Q4 stale |
| Client First Investment Management LLC new | 29,431 | $3M | 0.3% | 2025-Q2 stale |
| RENAISSANCE TECHNOLOGIES LLC added | 29,300 | $3M | 0.3% | 2025-Q2 stale |
| Ocean Park Asset Management, LLC new | 22,484 | $2M | 0.3% | 2025-Q4 stale |
| Ball & Co Wealth Management Inc. new | 21,823 | $2M | 0.3% | 2025-Q3 stale |
| AVANTAX ADVISORY SERVICES, INC. added | 22,999 | $2M | 0.2% | 2025-Q2 stale |
| Proficio Capital Partners LLC new | 21,844 | $2M | 0.2% | 2025-Q2 stale |
| AMERIPRISE FINANCIAL INC trimmed | 20,310 | $2M | 0.2% | 2025-Q2 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.