NRTH SQUR RCIM TAX-AD IS ETF (QTPI) Institutional Ownership Changes & 13F Activity
NRTH SQUR RCIM TAX-AD IS ETF (QTPI). Institutional ownership data tracks hedge funds, asset managers, and other institutional investors based on recent SEC Form 13F filings (Q2 2026). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions in the latest reporting period. Notable filers include Integrated Wealth Concepts Llc, Merit Financial Group, Llc, Smi Advisory Services, Llc, Jane Street Group, Llc, and West Michigan Advisors, Llc.
| Institution | Type | Change in shares | Change Position % | Shares | Reported stock balance | Portfolio quarter | Filing date |
|---|---|---|---|---|---|---|---|
| Integrated Wealth Concepts Llc | Buy | +93,490 | — | 93,490 | $2.38M | Q2 2026 | Sep 09, 2026 |
| West Michigan Advisors, Llc | Buy | +12,681 | +31.9% | 52,428 | $1.34M | Q2 2026 | Aug 21, 2026 |
| Gts Securities Llc | Buy | +11,749 | — | 11,749 | $299.60K | Q2 2026 | Aug 14, 2026 |
| Csm Advisors, Llc | Sell | -7,000 | -4.0% | 168,931 | $4.31M | Q2 2026 | Aug 14, 2026 |
| Osaic Holdings, Inc. | Buy | +3,832 | +20.6% | 22,444 | $572.33K | Q2 2026 | Aug 14, 2026 |
| Advisornet Financial, Inc | Buy | +181 | +1.1% | 16,221 | $413.64K | Q2 2026 | Jul 23, 2026 |
| Smi Advisory Services, Llc | Buy | +26,239 | +3.1% | 884,577 | $22.65M | Q2 2026 | Jul 09, 2026 |
| Eversource Wealth Advisors, Llc | Sell | -4,074 | -100.0% | 0 | $0.00 | Q2 2026 | May 14, 2026 |
| Jane Street Group, Llc | Sell | -17,692 | -100.0% | 0 | $0.00 | Q2 2026 | May 12, 2026 |
| Patriot Financial Group Insurance Agency, Llc | Sell | -11,220 | -100.0% | 0 | $0.00 | Q2 2026 | Apr 22, 2026 |
| Merit Financial Group, Llc | Sell | -41,304 | -100.0% | 0 | $0.00 | Q2 2026 | Apr 15, 2026 |
Frequently asked questions about QTPI activity
Which institutional owners are buying QTPI?
Institutional owners buying QTPI include investors who have either initiated new positions or increased their existing holdings based on recent SEC 13F filings. The activity table above highlights which funds added shares in the latest reporting periods and how their positions changed over time.
What does "buy" mean in QTPI activity?
"Buy" means an investor increased their reported position in QTPI compared to the prior reporting period. This reflects growing exposure to NRTH SQUR RCIM TAX-AD IS ETF (QTPI) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).
Is institutional interest in QTPI increasing?
Institutional interest in QTPI can be assessed by comparing the number of tracked funds adding or increasing positions versus those trimming or exiting across the periods shown. A higher number of additions typically signals increasing participation among large filers, but it should be read alongside position sizes and the full table.