Among active 13F managers last quarter, 3 added and none reduced or exited; the largest holder to move was SMI Advisory Services, LLC (+3.0%).
9 tracked 13F filers disclose a position in QTPI as of the latest SEC 13F filings, a combined $40.9M in reported value. Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.
| # | Fund | Shares | Position value | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | SMI Advisory Services, LLC | 885K | $22.6M | ▲+3.0% Added · +26K sh | Q2 2026 | |
| 2 | Red Cedar Investment Management, LLC | 466K | $11.9M | —Held | Q2 2026 | |
| 3 | Integrated Wealth Concepts LLC | 93K | $2.4M | ▲New +93K sh | Q2 2026 | |
| 4 | West Michigan Advisors, LLC | 52K | $1.3M | ▲+32% Added · +13K sh | Q2 2026 | |
| 5 | EverSource Wealth Advisors, LLC | 50K | $1.3M | ▲New +50K sh | Q1 2026 | |
| 6 | Osaic Holdings, Inc. | 19K | $472K | ▲+22% Added · +3K sh | Q1 2026 | |
| 7 | Jane Street Group, LLC | 18K | $449K | ▼−21% Reduced · −5K sh | Q1 2026 | |
| 8 | AdvisorNet Financial, Inc | 16K | $414K | ▲+1.1% Added · +181 sh | Q2 2026 | |
| 9 | Allworth Financial LP | 200 | $5K | —Held | Q1 2026 |
Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.
Last quarter, 3 funds added to an existing position in QTPI, while none reduced or exited. Based on 13F filings from active, signal-eligible managers (passive index funds and other mechanical holders are excluded from this count).
| Company | Co-held by | Their position there |
|---|---|---|
| Ishares Russell 1000 ETFIWB | 4 funds | $158.2M |
| SPDR Gold SharesGLD | 4 funds | $43.9M |
| Vanguard S&P 500 ETFVOO | 4 funds | $41.4M |
| SS SPDR S&P 500 ETF Trust-USSPY | 4 funds | $33.6M |
| Eli Lilly & CoLLY | 4 funds | $18.2M |
| Ishares Core S&P 500 ETFIVV | 3 funds | $131.3M |
| Ishares Core S&P Midcap ETFIJH | 3 funds | $96.0M |
| Ishares Russell 1000 Value EIWD | 3 funds | $65.8M |
| Ishares Core U.S. AggregateAGG | 3 funds | $60.6M |
| Ishares Core Msci EmergingIEMG | 3 funds | $57.0M |
| Schwab Intl Equity ETFSCHF | 3 funds | $47.9M |
| Ishares Msci Eafe ETFEFA | 3 funds | $43.9M |
Ranked by how many of QTPI's tracked holders also hold each name. The last column is those co-holders' combined reported position in that name, not in QTPI.
No filings captured for this ticker in the live stream yet.
Connected entities for QTPI
This ETF page is the public Follow view. For one current, evidence-backed answer, use capital_change_brief through REST or MCP. It compares tracked 13F changes with qualifying Form 4 activity and cites the SEC evidence.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/stocks/QTPI/capital-change-brief"
Use Arkolith's capital_change_brief for QTPI. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
13F holdings + quarter-over-quarter ownership changes + end-of-day price history + the live filing stream, joined for QTPI. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.