Who owns QUIZ
Which tracked institutional funds hold QUIZ, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See QUIZ company fundamentals →
Ownership as of the 2026-Q1 13F filings (latest filed 2026-05-19). 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 QUIZ is one-sided between 2025-Q4 and 2026-Q1: 10 added or opened and 3 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
QUIZ’s largest tracked holder by dollar value, ZACKS INVESTMENT MANAGEMENT, sizes it at 0.1% of its own reported 13F book, while the median holder sizes it at 0.1% of theirs — a 0.0pp conviction gap — its largest holder concentrates the name more heavily than the typical one.
Book-share is each fund’s reported value in QUIZ 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 46 tracked filers holding QUIZ, 31 increased or opened the position and 19 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 QUIZ 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 2
- Cambridge Investment Research Advisors, Inc.$1M
- Integrity Wealth Partners, LLC$509K
Full exits 2
- ZACKS INVESTMENT MANAGEMENT$14M
- AXXCESS WEALTH MANAGEMENT, LLC$2M
Largest adds
- GeoWealth Management, LLC$5M
- CONTINENTAL INVESTORS SERVICES, INC.$4M
- M1 Capital Management LLC$2M
- Strategic Blueprint, LLC$457K
- JANE STREET GROUP, LLC$389K
- Advyzon Investment Management, LLC$374K
Largest trims
- Arete Wealth Advisors, LLC$674K
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 |
|---|---|---|---|---|
| GeoWealth Management, LLC added | 335,209 | $9M | 13.0% | 2026-Q1 |
| CONTINENTAL INVESTORS SERVICES, INC. added | 258,680 | $8M | 10.9% | 2026-Q1 |
| TRUE Private Wealth Advisors added | 156,360 | $4M | 6.1% | 2026-Q1 |
| M1 Capital Management LLC added | 98,690 | $3M | 3.8% | 2026-Q1 |
| Balboa Wealth Partners added | 97,283 | $3M | 3.8% | 2026-Q1 |
| Navigation Wealth Management, Inc. trimmed | 87,985 | $2M | 3.4% | 2026-Q1 |
| Advisory Services Network, LLC trimmed | 86,851 | $2M | 3.4% | 2026-Q1 |
| Arete Wealth Advisors, LLC trimmed | 86,105 | $2M | 3.3% | 2026-Q1 |
| Strategic Blueprint, LLC added | 78,299 | $2M | 3.0% | 2026-Q1 |
| Advyzon Investment Management, LLC added | 59,249 | $2M | 2.3% | 2026-Q1 |
| Paragon Private Wealth Management, LLC trimmed | 46,877 | $1M | 1.8% | 2026-Q1 |
| Cambridge Investment Research Advisors, Inc. new | 39,404 | $1M | 1.5% | 2026-Q1 |
| Alteri Wealth LLC trimmed | 33,935 | $915K | 1.3% | 2026-Q1 |
| JANE STREET GROUP, LLC added | 30,852 | $832K | 1.2% | 2026-Q1 |
| Koshinski Asset Management, Inc. added | 29,248 | $789K | 1.1% | 2026-Q1 |
| Simplicity Wealth,LLC added | 29,218 | $788K | 1.1% | 2026-Q1 |
| EJMK Ventures LLC trimmed | 28,043 | $756K | 1.1% | 2026-Q1 |
| Stirlingshire Investments, Inc. added | 26,620 | $718K | 1.0% | 2026-Q1 |
| CreativeOne Wealth, LLC added | 22,753 | $613K | 0.9% | 2026-Q1 |
| Ignite Planners, LLC trimmed | 22,995 | $612K | 0.9% | 2026-Q1 |
| UNIQUE WEALTH, LLC added | 22,283 | $601K | 0.9% | 2026-Q1 |
| Faithward Advisors, LLC added | 21,444 | $578K | 0.8% | 2026-Q1 |
| Creative Planning trimmed | 21,054 | $568K | 0.8% | 2026-Q1 |
| Vise Technologies, Inc. | 20,956 | $556K | 0.8% | 2026-Q1 |
| Integrity Wealth Partners, LLC new | 18,870 | $509K | 0.7% | 2026-Q1 |
| Carter Financial Group, INC. trimmed | 18,498 | $499K | 0.7% | 2026-Q1 |
| Baer Investment Advisory LLC new | 15,035 | $405K | 0.6% | 2026-Q1 |
| VICTORY FINANCIAL GROUP, LLC trimmed | 15,035 | $405K | 0.6% | 2026-Q1 |
| Axim Planning & Wealth added | 14,709 | $397K | 0.6% | 2026-Q1 |
| GTS SECURITIES LLC new | 11,867 | $320K | 0.5% | 2026-Q1 |
| Revisor Wealth Management LLC new | 10,922 | $294K | 0.4% | 2026-Q1 |
| Rothschild Wealth LLC new | 8,879 | $239K | 0.3% | 2026-Q1 |
| Ethos Financial Group, LLC trimmed | 8,517 | $230K | 0.3% | 2026-Q1 |
| CoreCap Advisors, LLC added | 8,485 | $229K | 0.3% | 2026-Q1 |
| IHT Wealth Management, LLC added | 8,348 | $225K | 0.3% | 2026-Q1 |
| Wayfinding Financial, LLC new | 8,206 | $221K | 0.3% | 2026-Q1 |
| Independent Wealth Network Inc. | 8,188 | $221K | 0.3% | 2026-Q1 |
| Latitude Advisors, LLC new | 7,437 | $200K | 0.3% | 2026-Q1 |
| Arax Advisory Partners trimmed | 6,490 | $175K | 0.3% | 2026-Q1 |
| HARBOUR INVESTMENTS, INC. added | 5,606 | $151K | 0.2% | 2026-Q1 |
| Rossby Financial, LCC added | 4,870 | $134K | 0.2% | 2026-Q1 |
| PNC FINANCIAL SERVICES GROUP, INC. new | 2,254 | $61K | 0.1% | 2026-Q1 |
| Cornerstone Planning Group LLC added | 1,195 | $34K | 0.0% | 2026-Q1 |
| IFP Advisors, Inc | 151 | $4K | 0.0% | 2026-Q1 |
| ASSETMARK, INC new | 150 | $4K | 0.0% | 2026-Q1 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO new | 92 | $2K | 0.0% | 2026-Q1 |
| ZACKS INVESTMENT MANAGEMENT new | 526,551 | $14M | 20.1% | 2025-Q4 stale |
| AXXCESS WEALTH MANAGEMENT, LLC trimmed | 77,137 | $2M | 2.9% | 2025-Q4 stale |
| Atria Investments, Inc added | 14,058 | $373K | 0.5% | 2025-Q4 stale |
| Axiom Financial Strategies, LLC added | 11,997 | $318K | 0.5% | 2025-Q4 stale |
| Vantus Wealth LLC new | 9,922 | $263K | 0.4% | 2025-Q4 stale |
| Retirement Wealth Solutions LLC added | 850 | $23K | 0.0% | 2025-Q4 stale |
| UBS Group AG new | 338 | $9K | 0.0% | 2025-Q4 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.