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Who owns QLTAWhat QLTA owns — n/a

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Institutional ownership of QLTA from SEC Form 13F filings across 113 reporting managers. All positions are from one synchronized reporting period — 2026-06-30 books, filed up to 45 days after quarter end — so every row is comparable.

113

13F holders

$703.1M

value, 2026 filers

46.7%

of shares outstanding (15.7M sh)

17

new positions (2026 filers)

Top institutional holders

ordered by shares owned · positions as of 2026-06-30· % of fund = share of the manager's own book · % of co. = share of QLTA's shares outstanding

#ManagerSharesValue% of fund% of co.Δ shares QoQ
1Composition Wealth, LLC2.7M$127.2M1.5%7.9%+17.9%
2State of New Jersey Common Pension Fund D1.8M$83.2M0.3%5.2%+400.0%
3MAI Capital Management1.3M$59.8M0.2%3.7%+8.5%
4GOLDMAN SACHS GROUP INCNEW1.0M$49.1M0.0%3.1%new
5Betterment LLC780,865$37,1070.1%2.3%+107.0%
6LPL Financial LLC646,806$30.7M0.0%1.9%-53.6%
7UBS Group AG535,554$25.4M0.0%1.6%-18.1%
8BANK OF AMERICA CORP /DE/523,448$24.9M0.0%1.6%-45.9%
9OneDigital Investment Advisors LLC513,062$24.4M0.2%1.5%+179.2%
10RAYMOND JAMES FINANCIAL INC488,447$23.2M0.0%1.4%+6.6%
11AMERIPRISE FINANCIAL INC485,986$23.1M0.0%1.4%-17.5%
12MORGAN STANLEY484,966$23.0M0.0%1.4%-39.1%
13MML INVESTORS SERVICES, LLC444,521$21.1M0.0%1.3%-3.4%
14WELLS FARGO & COMPANY/MN328,051$15.6M0.0%1%+1.8%
15Migdal Insurance & Financial Holdings Ltd.283,943$13.5M0.1%0.8%+5.8%
16JPMORGAN CHASE & CO276,488$13.2M0.0%0.8%-29.7%
17Fonville Wealth Management LLC222,960$10.6M1.7%0.7%+4.0%
18CITADEL ADVISORS LLC216,791$10.3M0.0%0.6%+47.1%
19ROYAL BANK OF CANADA176,786$8.4M0.0%0.5%+1.4%
20Heck Capital Advisors, LLC165,932$7.9M0.5%0.5%+17.7%
21JANE STREET GROUP, LLC156,377$7.4M0.0%0.5%+22.7%
22SUSQUEHANNA INTERNATIONAL GROUP, LLP145,803$6.9M0.0%0.4%+100.1%
23Vestmark Advisory Solutions, Inc.111,282$5.3M0.0%0.3%0.0%
24Focus Partners Advisor Solutions, LLCNEW97,860$4.7M0.0%0.3%new
25Creative Planning97,447$4.6M0.0%0.3%-18.4%

Source: SEC Form 13F-HR filings (institutional managers over $100M in US-listed positions). 13Fs disclose long positions only, up to 45 days after quarter end; each manager's latest filed quarter is shown per row and dollar values are the manager's filed marks. Aggregates labeled "2026 filers" count only managers whose latest book is a 2026 quarter. Related: valuation · options positioning · supply chain. Research, not investment advice.

EvidInvest is an independent research and information tool. Figures are calculated from public SEC filings and third-party market data and are provided for informational and educational purposes only. EvidInvest does not provide investment advice, brokerage, or financial services, and is not affiliated with any company it covers. Verify all figures against primary sources before making any decision.