OWNS QUAKER INVT TR: institutional ownership and insider trading

28 funds reported holding $77.6M of QUAKER INVT TR in their latest 13F filings; in Q2 2026 funds net bought $3.62M, with 8 new positions and 5 funds selling out.

Largest institutional holders of OWNS

  1. Allianz Investment Management U.S. LLC — $21.7M
  2. ALLIANZ SE — $21.6M
  3. OneAscent Financial Services LLC — $9.34M
  4. NATURAL INVESTMENTS, LLC — $5.10M
  5. Orgel Wealth Management, LLC — $4.82M
  6. LPL Financial LLC — $3.19M
  7. OneAscent Wealth Management LLC — $2.54M
  8. Tolleson Wealth Management, Inc. — $1.96M
  9. Skyline Advisors, Inc. — $1.49M
  10. Riverwater Partners LLC — $1.14M

All OWNS 13F holders