Institutional Holders (2026 Q1)
88 + investorsExplore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in QMAR. Verified SEC 13F-HR filings.
| # | Investor | % of Portfolio | Shares | Mkt Value |
|---|---|---|---|---|
| 1 | ODonnell Financial Services, LLC | 1.56% | 135,096 | $4.5M |
| 2 | Sequent Planning LLC | 1.14% | 140,692 | $4.7M |
| 3 | FWG Investments, LLC. | 0.82% | 38,235 | $1.3M |
| 4 | RiverTree Advisors, LLC | 0.56% | 26,262 | $883K |
| 5 | SMART Wealth LLC | 0.56% | 56,425 | $1.9M |
| 6 | 1776 Wealth LLC | 0.54% | 40,747 | $1.4M |
| 7 | Onyx Bridge Wealth Group LLC | 0.51% | 141,242 | $4.7M |
| 8 | Sloy Dahl & Holst, LLC | 0.37% | 80,095 | $2.7M |
| 9 | Fortress Private Ledger, LLC | 0.27% | 26,090 | $877K |
| 10 | DHJJ Financial Advisors, Ltd. | 0.27% | 24,151 | $812K |
| 11 | Winnow Wealth LLC | 0.26% | 10,106 | $340K |
| 12 | Keystone Wealth Services, LLC | 0.25% | 34,935 | $1.2M |
| 13 | Grantvest Financial Group LLC | 0.23% | 10,442 | $351K |
| 14 | Faithward Advisors, LLC | 0.16% | 33,545 | $1.1M |
| 15 | Outlook Wealth Advisors, LLC | 0.16% | 19,212 | $646K |
| 16 | Prasad Wealth Partners, LLC | 0.15% | 16,318 | $549K |
| 17 | Synergy Asset Management, LLC | 0.15% | 41,376 | $1.4M |
| 18 | Benson Wealth Management INC | 0.12% | 2,625 | $88K |
| 19 | Chris Bulman Inc | 0.12% | 7,811 | $263K |
| 20 | Integrity Financial Corp /WA | 0.10% | 5,940 | $200K |
| 21 | Uptick Partners, LLC | 0.09% | 13,415 | $451K |
| 22 | Clear Creek Financial Management, LLC | 0.09% | 33,441 | $1.1M |
| 23 | Novem Group | 0.08% | 21,473 | $722K |
| 24 | Ignite Planners, LLC | 0.08% | 15,245 | $513K |
| 25 | Insigneo Advisory Services, LLC | 0.07% | 28,981 | $974K |
| 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|