Who owns QVML (QVML)
Which tracked institutional funds hold QVML, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See QVML 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
5 tracked funds added or opened QVML while 5 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
QVML’s largest tracked holder by dollar value, Municipal Employees' Retirement System of Michigan, sizes it at 14.8% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 14.8pp conviction gap — its largest holder concentrates the name more heavily than the typical one.
Book-share is each fund’s reported value in QVML 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 18 tracked filers holding QVML, 9 increased or opened the position and 10 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 QVML 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 1
- Kingsview Wealth Management, LLC$1M
Full exits 1
- AXXCESS WEALTH MANAGEMENT, LLC$8M
Largest adds
- Colonial River Investments, LLC$1M
- LPL Financial LLC$335K
- JANE STREET GROUP, LLC$310K
- CITADEL ADVISORS LLC$280K
Largest trims
- Municipal Employees' Retirement System of Michigan$65M
- Private Advisor Group, LLC$3M
- Cetera Investment Advisers$2M
- RPg Family Wealth Advisory, LLC$555K
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 |
|---|---|---|---|---|
| Municipal Employees' Retirement System of Michigan | 34,132,010 | $1.3B | 95.5% | 2026-Q1 |
| Private Advisor Group, LLC trimmed | 610,124 | $23M | 1.7% | 2026-Q1 |
| Colonial River Investments, LLC added | 258,172 | $10M | 0.7% | 2026-Q1 |
| RPg Family Wealth Advisory, LLC trimmed | 139,813 | $5M | 0.4% | 2026-Q1 |
| LPL Financial LLC added | 91,201 | $3M | 0.3% | 2026-Q1 |
| Cetera Investment Advisers trimmed | 90,188 | $3M | 0.3% | 2026-Q1 |
| JANE STREET GROUP, LLC added | 46,619 | $2M | 0.1% | 2026-Q1 |
| BANK OF AMERICA CORP /DE/ trimmed | 34,600 | $1M | 0.1% | 2026-Q1 |
| Kingsview Wealth Management, LLC new | 28,312 | $1M | 0.1% | 2026-Q1 |
| CITADEL ADVISORS LLC added | 19,745 | $756K | 0.1% | 2026-Q1 |
| GTS SECURITIES LLC | 19,177 | $734K | 0.1% | 2026-Q1 |
| Kestra Advisory Services, LLC trimmed | 11,393 | $436K | 0.0% | 2026-Q1 |
| ArborFi Advisors, LLC trimmed | 10,592 | $405K | 0.0% | 2026-Q1 |
| OSAIC HOLDINGS, INC. added | 7,938 | $304K | 0.0% | 2026-Q1 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO added | 5,890 | $225K | 0.0% | 2026-Q1 |
| MORGAN STANLEY added | 3,094 | $118K | 0.0% | 2026-Q1 |
| PRIVATE TRUST CO NA | 1,162 | $44K | 0.0% | 2026-Q1 |
| VANGUARD ADVISERS INC new | 113 | $4K | 0.0% | 2026-Q1 |
| AXXCESS WEALTH MANAGEMENT, LLC added | 208,499 | $8M | 0.6% | 2025-Q4 stale |
| Quantinno Capital Management LP new | 8,057 | $324K | 0.0% | 2025-Q4 stale |
| HRT FINANCIAL LP new | 5,820 | $233K | 0.0% | 2025-Q4 stale |
| Advisory Services Network, LLC | 2,911 | $114K | 0.0% | 2025-Q3 stale |
| RAYMOND JAMES FINANCIAL INC new | 578 | $21K | 0.0% | 2025-Q2 stale |
| AE Wealth Management LLC new | 443 | $17K | 0.0% | 2025-Q3 stale |
| UBS Group AG added | 59 | $2K | 0.0% | 2025-Q4 stale |
| FMR LLC trimmed | 1 | $33 | 0.0% | 2025-Q1 stale |
| CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 0 | — | 0.0% | 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.