QTPI EXCHANGE PLACE ADVISORS TRUS: institutional ownership and insider trading
10 funds reported holding $45.0M of EXCHANGE PLACE ADVISORS TRUS in their latest 13F filings; in Q2 2026 funds net bought $1.81M, with 2 new positions and 3 funds selling out.
Largest institutional holders of QTPI
- SMI Advisory Services, LLC — $22.5M
- RED CEDAR INVESTMENT MANAGEMENT, LLC — $11.9M
- CSM Advisors, LLC — $4.31M
- Integrated Wealth Concepts LLC — $2.38M
- WEST MICHIGAN ADVISORS, LLC — $1.34M
- EverSource Wealth Advisors, LLC — $1.27M
- OSAIC HOLDINGS, INC. — $572K
- AdvisorNet Financial, Inc — $407K
- GTS SECURITIES LLC — $300K
- Allworth Financial LP — $5.10K