QTPI Institutional Ownership & Shareholders
NRTH SQUR RCIM TAX-AD IS ETF (QTPI) is currently held by 10 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $43.75M based on the latest available SEC Form 13F filings for the quarter ended September 30, 2026.
Smi Advisory Services, Llc is currently the largest disclosed institutional shareholder of QTPI tracked by InsiderSet, reporting ownership valued at approximately $22.54M in its September 30, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $22.39M, representing an estimated loss of -0.66% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 100% of the total disclosed QTPI value among the investors covered in this analysis. Major shareholders include Smi Advisory Services, Llc, Red Cedar Investment Management, Llc, Csm Advisors, Llc, and several other long-term asset managers with concentrated positions in NRTH SQUR RCIM TAX-AD IS ETF (QTPI).
This page ranks the largest institutional QTPI shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
10
Total Reported Value
$43.75M
Largest Holder
Smi Advisory Services, Llc
Largest Position
$22.54M
Insider Transactions (90d)
0
Latest Filing Quarter
Q3 2026
New Institutional Positions
14
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Smi Advisory Services, Llc | 3.60% | 912,485 | $22,538,361 | $22,389,006 | -$149,355 | -0.66% | |
| Red Cedar Investment Management, Llc | 1.13% | 466,193 | $11,888,061 | $11,438,651 | -$449,410 | -3.78% | |
| Csm Advisors, Llc | 0.09% | 168,931 | $4,308,000 | $4,144,942 | -$163,058 | -3.79% | |
| Integrated Wealth Concepts Llc | 0.02% | 93,490 | $2,384,023 | $2,293,899 | -$90,124 | -3.78% | |
| West Michigan Advisors, Llc | 0.25% | 52,428 | $1,341,381 | $1,286,389 | -$54,992 | -4.10% | |
| Osaic Holdings, Inc. | 0.00% | 22,444 | $572,327 | $550,693 | -$21,634 | -3.78% | |
| Advisornet Financial, Inc | 0.02% | 16,491 | $406,534 | $404,628 | -$1,906 | -0.47% | |
| Gts Securities Llc | 0.01% | 11,749 | $299,600 | $288,277 | -$11,323 | -3.78% | |
| Allworth Financial Lp | 0.00% | 200 | $5,101 | $4,907 | -$194 | -3.80% | |
| Abound Wealth Management | 0.00% | 200 | $4,959 | $4,907 | -$52 | -1.04% |
Frequently asked questions about QTPI
Who are the largest institutional holders of QTPI?
The largest institutional holders of QTPI reported in the latest SEC Form 13F filings include Smi Advisory Services, Llc, Red Cedar Investment Management, Llc, Csm Advisors, Llc, Integrated Wealth Concepts Llc, and West Michigan Advisors, Llc. InsiderSet ranks institutional holders by their latest reported QTPI position.
What is QTPI institutional ownership?
This page tracks QTPI positions reported by institutional investment managers through SEC Form 13F. NRTH SQUR RCIM TAX-AD IS ETF (QTPI) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own QTPI?
InsiderSet currently tracks 10 institutional managers reporting QTPI holdings in the latest available 13F data. This count reflects institutions included in the SEC Form 13F filings analyzed by InsiderSet and should not be interpreted as the total number of QTPI shareholders.
How much QTPI stock do institutions own?
Institutional investment managers disclosed approximately $43.75M in QTPI holdings for Q3 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was QTPI institutional ownership last updated?
The latest QTPI institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended September 30, 2026. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time institutional holdings.
Are institutional QTPI holdings real-time?
No. Form 13F data is not real-time. It represents positions reported by institutional investment managers as of the end of the reporting quarter. An institution may have changed its QTPI position after the reporting date.
Are institutions buying or selling QTPI?
Institutional buying and selling can be analyzed by comparing QTPI positions across consecutive 13F reporting periods. InsiderSet's QTPI Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View QTPI ownership changes.
How has QTPI institutional ownership changed over time?
InsiderSet tracks QTPI institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.