Institutional Holders (2026 Q2)
11 + investorsExplore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in QBSF. Verified SEC 13F-HR filings.
| # | Investor | % of Portfolio | Shares | Mkt Value |
|---|---|---|---|---|
| 1 | Stonebridge Financial Group, LLC / MO | 0.28% | 15,480 | $418K |
| 2 | Long Island Wealth Management, Inc. | 0.13% | 11,700 | $316K |
| 3 | Applied Capital LLC | 0.09% | 10,324 | $279K |
| 4 | Allianz Se | 0.05% | 188,041 | $5.1M |
| 5 | Innovative Asset Advisors Group, LLC | 0.03% | 2,501 | $68K |
| 6 | Farther Finance Advisors, LLC | 0.01% | 42,913 | $1.2M |
| 7 | Harbour Investments, INC. | 0.00% | 6,810 | $184K |
| 8 | Commonwealth Equity Services, LLC | 0.00% | 64,222 | $1.7M |
| 9 | IFP Advisors, Inc | 0.00% | 3,468 | $94K |
| 10 | Steward Partners Investment Advisory, LLC | 0.00% | 3,823 | $103K |
| 11 | Cetera Investment Advisers | 0.00% | 13,267 | $358K |
| 12 | Envestnet Asset Management Inc | 0.00% | 8,832 | $239K |
| 13 | Susquehanna International Group, LLP | 0.00% | 26,655 | $720K |
| 14 | Goldman Sachs Group Inc | 0.00% | 15,229 | $411K |
| 15 | Osaic Holdings, INC. | 0.00% | 892 | $24K |
| 16 | Barclays plc | 0.00% | 1 | — |
| Investor | Ownership History |
% of Portfolio | Prev % | Rank | Conviction | Avg Buy Price | 13F Score™ 3Y / 7Y | Sell Timing | Shares | Mkt Value | Change | Change % | Source | Quarter | Filed |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|