Institutional Holders (2026 Q1)
86 + 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 | Sequent Planning LLC | 1.14% | 140,692 | $4.7M |
| 2 | FWG Investments, LLC. | 0.82% | 38,235 | $1.3M |
| 3 | RiverTree Advisors, LLC | 0.56% | 26,262 | $883K |
| 4 | SMART Wealth LLC | 0.56% | 56,425 | $1.9M |
| 5 | Onyx Bridge Wealth Group LLC | 0.51% | 141,242 | $4.7M |
| 6 | DHJJ Financial Advisors, Ltd. | 0.27% | 24,151 | $812K |
| 7 | Faithward Advisors, LLC | 0.16% | 33,545 | $1.1M |
| 8 | Outlook Wealth Advisors, LLC | 0.16% | 19,212 | $646K |
| 9 | Prasad Wealth Partners, LLC | 0.15% | 16,318 | $549K |
| 10 | Chris Bulman Inc | 0.12% | 7,811 | $263K |
| 11 | Clear Creek Financial Management, LLC | 0.09% | 33,441 | $1.1M |
| 12 | NOVEM GROUP | 0.08% | 21,473 | $722K |
| 13 | Ignite Planners, LLC | 0.08% | 15,245 | $513K |
| 14 | Madrona Financial Services, LLC | 0.05% | 6,250 | $210K |
| 15 | Noble Wealth Management PBC | 0.04% | 2,500 | $84K |
| 16 | SILVER OAK SECURITIES, INCORPORATED | 0.04% | 15,616 | $525K |
| 17 | NBC SECURITIES, INC. | 0.02% | 7,471 | $251K |
| 18 | COMMONWEALTH EQUITY SERVICES, LLC | 0.02% | 375,868 | $12.6M |
| 19 | Kestra Advisory Services, LLC | 0.02% | 132,611 | $4.5M |
| 20 | Spire Wealth Management | 0.01% | 12,095 | $407K |
| 21 | Cambridge Investment Research Advisors, Inc. | 0.01% | 138,578 | $5K |
| 22 | CITIZENS FINANCIAL GROUP INC/RI | 0.01% | 16,121 | $542K |
| 23 | ELEVATION POINT WEALTH PARTNERS, LLC | 0.01% | 8,880 | $299K |
| 24 | TRUIST FINANCIAL CORP | 0.01% | 136,056 | $4.6M |
| 25 | KESTRA PRIVATE WEALTH SERVICES, LLC | 0.01% | 12,786 | $430K |
| 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|