Institutional Holders (2026 Q1)
50 + investorsExplore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in QCOC. Verified SEC 13F-HR filings.
| # | Investor | % of Portfolio | Shares | Mkt Value |
|---|---|---|---|---|
| 1 | Sequent Planning LLC | 1.86% | 350,515 | $7.7M |
| 2 | Prosperity Financial Group, Inc. | 1.76% | 216,674 | $4.8M |
| 3 | Wealthgarden F.S. LLC | 0.26% | 17,149 | $377K |
| 4 | Maia Wealth LLC | 0.24% | 65,495 | $1.4M |
| 5 | Integrity Financial Corp /WA | 0.14% | 13,182 | $290K |
| 6 | Grantvest Financial Group LLC | 0.13% | 9,247 | $203K |
| 7 | Comprehensive Financial Consultants Institutional, Inc. | 0.12% | 18,446 | $406K |
| 8 | Silver Oak Securities, Incorporated | 0.10% | 63,966 | $1.4M |
| 9 | Ignite Planners, LLC | 0.10% | 28,595 | $629K |
| 10 | Sagespring Wealth Partners, LLC | 0.09% | 233,694 | $5.1M |
| 11 | Signature Equity Partners, LLC | 0.08% | 6,500 | $143K |
| 12 | Diligent Investors, LLC | 0.07% | 13,545 | $298K |
| 13 | First Heartland Consultants, Inc. | 0.07% | 41,389 | $910K |
| 14 | Falcon Wealth Planning | 0.06% | 37,840 | $832K |
| 15 | Triumph Capital Management | 0.06% | 12,651 | $278K |
| 16 | Insigneo Advisory Services, LLC | 0.04% | 25,841 | $568K |
| 17 | Acorn Financial Advisory Services Inc /Adv | 0.04% | 13,171 | $290K |
| 18 | LexAurum Advisors, LLC | 0.03% | 11,854 | $261K |
| 19 | Sigma Planning Corp | 0.03% | 42,133 | $927K |
| 20 | StoneX Group Inc. | 0.01% | 12,045 | $265K |
| 21 | Strategic Blueprint, LLC | 0.01% | 9,551 | $210K |
| 22 | Old Mission Capital LLC | 0.01% | 31,505 | $693K |
| 23 | DHJJ Financial Advisors, Ltd. | 0.01% | 1,167 | $26K |
| 24 | Noble Wealth Management PBC | 0.01% | 686 | $15K |
| 25 | Larson Financial Group LLC | 0.01% | 10,789 | $237K |
| 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|