Who owns QUS
Which tracked institutional funds hold QUS, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See QUS company fundamentals →
Ownership as of the 2026-Q2 13F filings (latest filed 2026-08-19). 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
45 tracked funds added or opened QUS while 18 trimmed or exited it between 2026-Q1 and 2026-Q2 — 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
QUS’s largest tracked holder by dollar value, Focus Partners Wealth, sizes it at 0.4% of its own reported 13F book, while the median holder sizes it at 0.1% of theirs — a 0.3pp conviction gap — its largest holder concentrates the name more heavily than the typical one.
Book-share is each fund’s reported value in QUS 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 189 tracked filers holding QUS, 75 increased or opened the position and 80 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 QUS 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 10
- Howard Capital Management, LLC$38M
- McKinney Capital Management, LLC$19M
- VAQUERO PRIVATE WEALTH, LTD$12M
- ELEVATION POINT WEALTH PARTNERS, LLC$11M
- NewEdge Advisors, LLC$7M
- GTS SECURITIES LLC$1M
Full exits 7
- Kingsview Wealth Management, LLC$8M
- Cambridge Investment Research Advisors, Inc.$5M
- Elevation Capital Advisory, LLC$4M
- CITADEL ADVISORS LLC$2M
- JANE STREET GROUP, LLC$2M
- Independent Advisor Alliance$1M
Largest adds
- Focus Partners Wealth$36M
- BIP Wealth, LLC$14M
- SFMG, LLC$12M
- LPL Financial LLC$9M
- Marotta Asset Management$4M
- ARQ WEALTH ADVISORS, LLC$3M
Largest trims
- Private Advisor Group, LLC$40M
- AMERIPRISE FINANCIAL INC$5M
- WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$3M
- Strategic Financial Partners, Ltd.$2M
- Sharkey, Howes & Javer$2M
- Great Point Wealth Advisors, LLC$739K
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 |
|---|---|---|---|---|
| Focus Partners Wealth added | 2,083,611 | $389M | 30.4% | 2026-Q2 |
| SFMG, LLC added | 560,714 | $105M | 8.2% | 2026-Q2 |
| Tolleson Wealth Management, Inc. trimmed | 511,934 | $96M | 7.5% | 2026-Q2 |
| LPL Financial LLC added | 373,850 | $70M | 5.5% | 2026-Q2 |
| Perennial Investment Advisors, LLC trimmed | 300,970 | $56M | 4.4% | 2026-Q2 |
| ENVESTNET ASSET MANAGEMENT INC trimmed | 206,813 | $39M | 3.0% | 2026-Q2 |
| BANK OF AMERICA CORP /DE/ trimmed | 205,402 | $38M | 3.0% | 2026-Q2 |
| Howard Capital Management, LLC added | 201,781 | $38M | 2.9% | 2026-Q2 |
| BIP Wealth, LLC added | 172,792 | $32M | 2.5% | 2026-Q2 |
| Sage Mountain Advisors LLC trimmed | 166,196 | $31M | 2.4% | 2026-Q2 |
| AMERIPRISE FINANCIAL INC trimmed | 161,121 | $30M | 2.4% | 2026-Q2 |
| MORGAN STANLEY trimmed | 122,928 | $23M | 1.8% | 2026-Q2 |
| McKinney Capital Management, LLC new | 103,585 | $19M | 1.5% | 2026-Q2 |
| Marotta Asset Management added | 84,965 | $16M | 1.2% | 2026-Q2 |
| Paul R. Ried Financial Group, LLC added | 76,485 | $14M | 1.1% | 2026-Q2 |
| Continuum Advisory, LLC added | 75,092 | $14M | 1.1% | 2026-Q2 |
| Great Point Wealth Advisors, LLC trimmed | 73,642 | $14M | 1.1% | 2026-Q2 |
| American Money Management, LLC added | 72,164 | $13M | 1.1% | 2026-Q2 |
| ROYAL BANK OF CANADA trimmed | 66,548 | $12M | 1.0% | 2026-Q2 |
| VAQUERO PRIVATE WEALTH, LTD new | 62,881 | $12M | 0.9% | 2026-Q2 |
| Goodman Advisory Group, LLC added | 59,982 | $11M | 0.9% | 2026-Q2 |
| ELEVATION POINT WEALTH PARTNERS, LLC trimmed | 57,890 | $11M | 0.8% | 2026-Q2 |
| ARQ WEALTH ADVISORS, LLC added | 57,189 | $11M | 0.8% | 2026-Q2 |
| Eagle Strategies LLC trimmed | 57,036 | $11M | 0.8% | 2026-Q2 |
| Garrett Wealth Advisory Group, LLC trimmed | 53,368 | $10M | 0.8% | 2026-Q2 |
| Hughes Financial Services, LLC trimmed | 42,984 | $8M | 0.6% | 2026-Q2 |
| RAYMOND JAMES FINANCIAL INC trimmed | 39,763 | $7M | 0.6% | 2026-Q2 |
| AlTi Global, Inc. added | 39,752 | $7M | 0.6% | 2026-Q2 |
| NewEdge Advisors, LLC added | 38,014 | $7M | 0.6% | 2026-Q2 |
| VISTA INVESTMENT MANAGEMENT added | 37,265 | $7M | 0.5% | 2026-Q2 |
| Quantinno Capital Management LP added | 36,317 | $7M | 0.5% | 2026-Q2 |
| Private Advisor Group, LLC trimmed | 34,838 | $7M | 0.5% | 2026-Q2 |
| FIRST HAWAIIAN BANK trimmed | 26,815 | $5M | 0.4% | 2026-Q2 |
| Cerity Partners LLC trimmed | 26,395 | $5M | 0.4% | 2026-Q2 |
| Warner Group LLC added | 25,637 | $5M | 0.4% | 2026-Q2 |
| Midwest Financial Network, LLC added | 25,439 | $5M | 0.4% | 2026-Q2 |
| Integrity Wealth Solutions LLC trimmed | 24,428 | $5M | 0.4% | 2026-Q2 |
| PARSONS CAPITAL MANAGEMENT INC/RI trimmed | 24,415 | $5M | 0.4% | 2026-Q2 |
| CreativeOne Wealth, LLC trimmed | 21,465 | $4M | 0.3% | 2026-Q2 |
| COMMONWEALTH EQUITY SERVICES, LLC trimmed | 21,091 | $4M | 0.3% | 2026-Q2 |
| Essex Financial Services, Inc. trimmed | 19,854 | $4M | 0.3% | 2026-Q2 |
| Kestra Advisory Services, LLC added | 17,469 | $3M | 0.3% | 2026-Q2 |
| Sharkey, Howes & Javer trimmed | 16,176 | $3M | 0.2% | 2026-Q2 |
| FLAGSHIP HARBOR ADVISORS, LLC added | 15,658 | $3M | 0.2% | 2026-Q2 |
| Allred Capital Management, LLC added | 14,014 | $3M | 0.2% | 2026-Q2 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC trimmed | 12,523 | $2M | 0.2% | 2026-Q2 |
| LBMC INVESTMENT ADVISORS, LLC added | 12,199 | $2M | 0.2% | 2026-Q2 |
| Versant Capital Management, Inc added | 11,873 | $2M | 0.2% | 2026-Q2 |
| Cetera Investment Advisers added | 11,124 | $2M | 0.2% | 2026-Q2 |
| Goldstein Advisors, LLC trimmed | 10,661 | $2M | 0.2% | 2026-Q2 |
| Ethic Inc. added | 10,068 | $2M | 0.1% | 2026-Q2 |
| NWAM LLC trimmed | 9,169 | $2M | 0.1% | 2026-Q2 |
| SENTINEL PENSION ADVISORS, LLC added | 8,712 | $2M | 0.1% | 2026-Q2 |
| Stratos Wealth Partners, LTD. trimmed | 8,554 | $2M | 0.1% | 2026-Q2 |
| Selby Wealth Management, LLC | 8,548 | $2M | 0.1% | 2026-Q2 |
| HARBOR INVESTMENT ADVISORY, LLC trimmed | 8,435 | $2M | 0.1% | 2026-Q2 |
| Riverpoint Wealth Management Holdings, LLC added | 8,196 | $2M | 0.1% | 2026-Q2 |
| MERCER GLOBAL ADVISORS INC /ADV trimmed | 8,116 | $2M | 0.1% | 2026-Q2 |
| LEVEL FOUR ADVISORY SERVICES, LLC added | 7,987 | $1M | 0.1% | 2026-Q2 |
| Cornerstone Wealth Management, LLC added | 7,572 | $1M | 0.1% | 2026-Q2 |
| GTS SECURITIES LLC new | 7,157 | $1M | 0.1% | 2026-Q2 |
| IFP Advisors, Inc trimmed | 6,772 | $1M | 0.1% | 2026-Q2 |
| Strategic Financial Partners, Ltd. trimmed | 6,722 | $1M | 0.1% | 2026-Q2 |
| Presper Financial Architects, LLC trimmed | 6,717 | $1M | 0.1% | 2026-Q2 |
| NorthRock Partners, LLC trimmed | 6,601 | $1M | 0.1% | 2026-Q2 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC trimmed | 6,434 | $1M | 0.1% | 2026-Q2 |
| McAdam, LLC trimmed | 6,286 | $1M | 0.1% | 2026-Q2 |
| SHEETS SMITH WEALTH MANAGEMENT trimmed | 6,269 | $1M | 0.1% | 2026-Q2 |
| Wilkins Miller Wealth Management, LLC trimmed | 5,894 | $1M | 0.1% | 2026-Q2 |
| HENGEHOLD CAPITAL MANAGEMENT LLC trimmed | 5,748 | $1M | 0.1% | 2026-Q2 |
| JPMORGAN CHASE & CO added | 5,584 | $1M | 0.1% | 2026-Q2 |
| Compound Planning, Inc. trimmed | 5,410 | $1M | 0.1% | 2026-Q2 |
| Corient Private Wealth LP added | 5,124 | $957K | 0.1% | 2026-Q2 |
| Dynamic Advisor Solutions LLC | 4,989 | $932K | 0.1% | 2026-Q2 |
| Princeton Global Asset Management LLC added | 4,970 | $929K | 0.1% | 2026-Q2 |
| 1620 INVESTMENT ADVISORS, INC. trimmed | 4,848 | $906K | 0.1% | 2026-Q2 |
| NAPLES GLOBAL ADVISORS, LLC | 4,825 | $902K | 0.1% | 2026-Q2 |
| Rockefeller Capital Management L.P. added | 4,671 | $873K | 0.1% | 2026-Q2 |
| Apollon Financial, LLC added | 4,465 | $834K | 0.1% | 2026-Q2 |
| Alpha Zero LLC | 4,389 | $830K | 0.1% | 2026-Q2 |
| VICUS CAPITAL trimmed | 4,235 | $791K | 0.1% | 2026-Q2 |
| FMR LLC added | 4,211 | $787K | 0.1% | 2026-Q2 |
| VestGen Advisors, LLC trimmed | 4,077 | $762K | 0.1% | 2026-Q2 |
| Spinnaker Investment Group, LLC added | 4,068 | $760K | 0.1% | 2026-Q2 |
| Abundance Wealth Counselors new | 3,924 | $733K | 0.1% | 2026-Q2 |
| ROCKLAND TRUST CO trimmed | 3,732 | $697K | 0.1% | 2026-Q2 |
| GILPIN WEALTH MANAGEMENT, LLC trimmed | 3,611 | $675K | 0.1% | 2026-Q2 |
| Equitable Holdings, Inc. added | 3,536 | $661K | 0.1% | 2026-Q2 |
| PRIVATE TRUST CO NA | 3,496 | $653K | 0.1% | 2026-Q2 |
| Cullen/Frost Bankers, Inc. | 3,483 | $651K | 0.1% | 2026-Q2 |
| Valtinson Bruner Financial Planning LLC added | 3,463 | $647K | 0.1% | 2026-Q2 |
| Opulen Financial Group LLC added | 3,402 | $636K | 0.0% | 2026-Q2 |
| Financial Guidance Group, Inc. | 3,346 | $625K | 0.0% | 2026-Q2 |
| Aptus Capital Advisors, LLC | 3,346 | $625K | 0.0% | 2026-Q2 |
| Avant Capital LLC added | 3,325 | $621K | 0.0% | 2026-Q2 |
| GeoWealth Management, LLC trimmed | 3,295 | $616K | 0.0% | 2026-Q2 |
| SEVEN MILE ADVISORY new | 3,261 | $609K | 0.0% | 2026-Q2 |
| Sanctuary Advisors, LLC added | 2,966 | $554K | 0.0% | 2026-Q2 |
| OSAIC HOLDINGS, INC. trimmed | 2,902 | $542K | 0.0% | 2026-Q2 |
| SK Wealth Management, LLC trimmed | 2,795 | $545K | 0.0% | 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.