Who owns 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-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 QTUM is one-sided between 2026-Q1 and 2026-Q2: 237 added or opened and 22 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
QTUM’s largest tracked holder by dollar value, LPL Financial LLC, sizes it at 0.1% 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 2026-Q1 and 2026-Q2, across 537 tracked filers holding QTUM, 375 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 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 32
- Mirae Asset Global Investments Co., Ltd.$12M
- Measured Wealth Private Client Group, LLC$6M
- NewEdge Advisors, LLC$5M
- FOCUS Wealth Advisors, LLC$5M
- COMPASS FINANCIAL MANAGEMENT LLC$3M
- TOP Private Wealth LLC.$3M
Full exits 17
- Cambridge Investment Research Advisors, Inc.$15M
- HighTower Advisors, LLC$9M
- Janney Montgomery Scott LLC$6M
- FLOW TRADERS U.S. LLC$5M
- Integrated Wealth Concepts LLC$2M
- Quadrature Capital Ltd$2M
Largest adds
- LPL Financial LLC$107M
- BANK OF AMERICA CORP /DE/$50M
- RAYMOND JAMES FINANCIAL INC$30M
- OSAIC HOLDINGS, INC.$27M
- ROYAL BANK OF CANADA$23M
- JANE STREET GROUP, LLC$20M
Largest trims
- Private Advisor Group, LLC$3M
- BIP Wealth, LLC$2M
- TUDOR INVESTMENT CORP ET AL$707K
- Steward Partners Investment Advisory, LLC$603K
- Estate Planners Group, LLC$539K
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 |
|---|---|---|---|---|
| LPL Financial LLC added | 1,383,031 | $229M | 16.0% | 2026-Q2 |
| BANK OF AMERICA CORP /DE/ added | 809,409 | $134M | 9.3% | 2026-Q2 |
| RAYMOND JAMES FINANCIAL INC added | 333,144 | $55M | 3.8% | 2026-Q2 |
| ROYAL BANK OF CANADA added | 313,937 | $52M | 3.6% | 2026-Q2 |
| Parkway Wealth Management Group, LLC trimmed | 303,631 | $50M | 3.5% | 2026-Q2 |
| OSAIC HOLDINGS, INC. added | 279,851 | $46M | 3.2% | 2026-Q2 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO added | 237,754 | $39M | 2.7% | 2026-Q2 |
| ASSETMARK, INC added | 227,603 | $38M | 2.6% | 2026-Q2 |
| Daiwa Securities Group Inc. | 181,000 | $30M | 2.1% | 2026-Q2 |
| Cetera Investment Advisers added | 178,909 | $30M | 2.1% | 2026-Q2 |
| Gradient Investments LLC trimmed | 165,141 | $27M | 1.9% | 2026-Q2 |
| ENVESTNET ASSET MANAGEMENT INC added | 150,348 | $25M | 1.7% | 2026-Q2 |
| B & T Capital Management DBA Alpha Capital Management trimmed | 141,848 | $23M | 1.6% | 2026-Q2 |
| STIFEL FINANCIAL CORP trimmed | 139,254 | $23M | 1.6% | 2026-Q2 |
| Madrona Financial Services, LLC added | 138,178 | $23M | 1.6% | 2026-Q2 |
| JANE STREET GROUP, LLC added | 131,106 | $22M | 1.5% | 2026-Q2 |
| MML INVESTORS SERVICES, LLC added | 116,972 | $19M | 1.4% | 2026-Q2 |
| HENGEHOLD CAPITAL MANAGEMENT LLC added | 113,113 | $19M | 1.3% | 2026-Q2 |
| BFI Infinity Ltd. added | 108,943 | $18M | 1.3% | 2026-Q2 |
| Steward Partners Investment Advisory, LLC trimmed | 106,677 | $18M | 1.2% | 2026-Q2 |
| Kraft, Davis & Associates, LLC trimmed | 106,301 | $16M | 1.1% | 2026-Q2 |
| RPg Family Wealth Advisory, LLC added | 102,398 | $17M | 1.2% | 2026-Q2 |
| Ethos Financial Group, LLC trimmed | 101,986 | $13M | 0.9% | 2026-Q2 |
| GREAT VALLEY ADVISOR GROUP, INC. added | 96,189 | $16M | 1.1% | 2026-Q2 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP added | 91,673 | $15M | 1.1% | 2026-Q2 |
| Rockefeller Capital Management L.P. added | 89,445 | $15M | 1.0% | 2026-Q2 |
| Equitable Holdings, Inc. added | 87,958 | $15M | 1.0% | 2026-Q2 |
| COMMONWEALTH EQUITY SERVICES, LLC added | 87,289 | $14M | 1.0% | 2026-Q2 |
| GOLDMAN SACHS GROUP INC added | 83,858 | $14M | 1.0% | 2026-Q2 |
| Foguth Wealth Management, LLC. added | 81,662 | $12M | 0.8% | 2026-Q2 |
| CITADEL ADVISORS LLC trimmed | 78,533 | $13M | 0.9% | 2026-Q2 |
| New England Private Wealth Advisors LLC added | 71,548 | $10M | 0.7% | 2026-Q2 |
| Mirae Asset Global Investments Co., Ltd. added | 70,000 | $12M | 0.8% | 2026-Q2 |
| BANK OF MONTREAL /CAN/ added | 67,596 | $11M | 0.8% | 2026-Q2 |
| FLAGSHIP HARBOR ADVISORS, LLC added | 65,392 | $11M | 0.8% | 2026-Q2 |
| Millington Financial Advisors, LLC added | 64,965 | $9M | 0.6% | 2026-Q2 |
| Summit Financial, LLC added | 56,761 | $9M | 0.7% | 2026-Q2 |
| Paller Financial Services Inc trimmed | 54,561 | $9M | 0.6% | 2026-Q2 |
| Nvest Financial, LLC added | 54,429 | $9M | 0.6% | 2026-Q2 |
| FISCHER INVESTMENT STRATEGIES, LLC added | 52,023 | $9M | 0.6% | 2026-Q2 |
| NEUBERGER BERMAN GROUP LLC added | 47,299 | $8M | 0.5% | 2026-Q2 |
| VVR Holdings LLC trimmed | 47,182 | $8M | 0.5% | 2026-Q2 |
| NTV Asset Management LLC added | 47,024 | $8M | 0.5% | 2026-Q2 |
| Focus Partners Wealth added | 42,766 | $7M | 0.5% | 2026-Q2 |
| UBS Group AG added | 42,408 | $7M | 0.5% | 2026-Q2 |
| Waverly Advisors, LLC added | 39,578 | $7M | 0.5% | 2026-Q2 |
| Inscription Capital, LLC added | 37,221 | $6M | 0.4% | 2026-Q2 |
| Buska Wealth Management, LLC added | 36,863 | $6M | 0.4% | 2026-Q2 |
| Measured Wealth Private Client Group, LLC new | 36,862 | $6M | 0.4% | 2026-Q2 |
| INDEPENDENT FINANCIAL GROUP, LLC added | 36,070 | $6M | 0.4% | 2026-Q2 |
| Kingsview Wealth Management, LLC added | 35,216 | $6M | 0.4% | 2026-Q2 |
| Baird Financial Group, Inc. added | 35,192 | $6M | 0.4% | 2026-Q2 |
| Procyon Advisors, LLC added | 34,449 | $6M | 0.4% | 2026-Q2 |
| Estate Planners Group, LLC trimmed | 34,449 | $6M | 0.4% | 2026-Q2 |
| 1 NORTH WEALTH SERVICES LLC trimmed | 33,910 | $6M | 0.4% | 2026-Q2 |
| NOVEM GROUP trimmed | 33,808 | $6M | 0.4% | 2026-Q2 |
| MORGAN STANLEY added | 32,575 | $5M | 0.4% | 2026-Q2 |
| Western Wealth Management, LLC added | 32,408 | $5M | 0.4% | 2026-Q2 |
| Sage Capital Management, LLC added | 31,894 | $5M | 0.4% | 2026-Q2 |
| Wealthcare Advisory Partners LLC added | 31,878 | $5M | 0.4% | 2026-Q2 |
| Kestra Advisory Services, LLC added | 31,465 | $5M | 0.4% | 2026-Q2 |
| INSIGNEO ADVISORY SERVICES, LLC added | 31,009 | $5M | 0.4% | 2026-Q2 |
| PRINCIPAL SECURITIES, INC. added | 30,549 | $5M | 0.4% | 2026-Q2 |
| NewEdge Advisors, LLC added | 29,311 | $5M | 0.3% | 2026-Q2 |
| &PARTNERS added | 29,122 | $5M | 0.3% | 2026-Q2 |
| FOCUS Wealth Advisors, LLC new | 28,970 | $5M | 0.3% | 2026-Q2 |
| Fortis Group Advisors, LLC added | 28,365 | $5M | 0.3% | 2026-Q2 |
| Creative Planning added | 26,690 | $4M | 0.3% | 2026-Q2 |
| Sonoma Allocations LLC added | 26,091 | $4M | 0.3% | 2026-Q2 |
| Nova Wealth Management, Inc. added | 26,027 | $4M | 0.3% | 2026-Q2 |
| Mattson Financial Services, LLC trimmed | 24,022 | $3M | 0.2% | 2026-Q2 |
| TRUIST FINANCIAL CORP added | 22,763 | $4M | 0.3% | 2026-Q2 |
| Financial Freedom, LLC added | 22,745 | $4M | 0.3% | 2026-Q2 |
| Paragon Private Wealth Management, LLC trimmed | 22,661 | $4M | 0.3% | 2026-Q2 |
| D. E. Shaw & Co., Inc. trimmed | 22,375 | $4M | 0.3% | 2026-Q2 |
| Bravera Wealth added | 20,918 | $3M | 0.2% | 2026-Q2 |
| SOUTHERN CAPITAL SERVICES INC /ADV added | 20,220 | $3M | 0.2% | 2026-Q2 |
| AlTi Global, Inc. added | 20,000 | $3M | 0.2% | 2026-Q2 |
| CATHY PARETO & ASSOCIATES, INC added | 19,983 | $3M | 0.2% | 2026-Q2 |
| COMPASS FINANCIAL MANAGEMENT LLC new | 19,943 | $3M | 0.2% | 2026-Q2 |
| HARBOUR INVESTMENTS, INC. added | 19,649 | $3M | 0.2% | 2026-Q2 |
| Signet Private Wealth LLC added | 19,160 | $3M | 0.2% | 2026-Q2 |
| Great Diamond Partners, LLC trimmed | 18,902 | $3M | 0.2% | 2026-Q2 |
| Farther Finance Advisors, LLC added | 18,667 | $3M | 0.2% | 2026-Q2 |
| KRAEMATON INVESTMENT ADVISORS, INC added | 18,644 | $3M | 0.2% | 2026-Q2 |
| HighPoint Advisor Group LLC added | 18,643 | $3M | 0.2% | 2026-Q2 |
| Mariner, LLC trimmed | 18,561 | $3M | 0.2% | 2026-Q2 |
| SHP Wealth Management added | 17,619 | $3M | 0.2% | 2026-Q2 |
| Concurrent Investment Advisors, LLC trimmed | 17,555 | $3M | 0.2% | 2026-Q2 |
| RITHOLTZ WEALTH MANAGEMENT added | 17,375 | $3M | 0.2% | 2026-Q2 |
| NWF Advisory Services Inc. added | 17,347 | $3M | 0.2% | 2026-Q2 |
| National Wealth Management Group, LLC added | 17,297 | $3M | 0.2% | 2026-Q2 |
| Prospera Financial Services Inc added | 17,106 | $3M | 0.2% | 2026-Q2 |
| Csenge Advisory Group trimmed | 16,890 | $3M | 0.2% | 2026-Q2 |
| ATTICUS WEALTH MANAGEMENT, LLC added | 16,845 | $3M | 0.2% | 2026-Q2 |
| OLD MISSION CAPITAL LLC trimmed | 16,435 | $3M | 0.2% | 2026-Q2 |
| TOP Private Wealth LLC. new | 16,345 | $3M | 0.2% | 2026-Q2 |
| CAPTRUST FINANCIAL ADVISORS added | 16,194 | $3M | 0.2% | 2026-Q2 |
| Everest Financial Group LLC trimmed | 16,078 | $3M | 0.2% | 2026-Q2 |
| Tradition Wealth Management, LLC added | 15,229 | $3M | 0.2% | 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.