EXCHANGE PLACE ADVISORS TRUS

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QTPI·301471108·US·ETF

QTPI (EXCHANGE PLACE ADVISORS TRUS) is held by 3 institutional investors as of Q2 2026. Largest holders: Integrated Wealth Concepts LLC ($2.4M), OSAIC HOLDINGS, INC. ($572,327), Allworth Financial LP ($5,101). Net institutional sentiment: Mixed.

3

Holders

(1 Elite)

$3M

Total Value

50% (4)

Consensus

2 buying - 2 selling

13F: Jun 30, 2026Insider & Congress: Updated regularly

Smart Money Verdict

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Institutional (13F)72

Insider (Form 4)80

Activist (13D/13G)45

Congressional (STOCK Act)58

Holder Quality

13

★★★★★

Elite

17

★★★★

Strong

21

★★★

Solid

59

★★

Below

66

★

Weak

Held by 3 funds

1 elite

Who's Trading

Source dates: Price Oct 9, 2026 · Insiders none · Activists none · Congress none

No recent insider, activist, or congressional trades for QTPI.

Top Holders

Top Holders (3)History

AllNewIncreasedHeldDecreasedExitedFirst report

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Fund	Action	Shares	Value	Weight	Est. P&L	Conviction
IWIntegrated Wealth Concepts LLC	New	93,490	$2.4M	0.0%	-2.47%	36
OSAIC HOLDINGS, INC.	Increased	22,444(+20.6%)	$572,327	0.0%	+1.28%	29
Allworth Financial LP	Unchanged	200	$5,101	0.0%	+2.67%	0
MFMerit Financial Group, LLC	Exited	0(-100.0%)	$1M	0.0%	+1.51%	0
JANE STREET GROUP, LLC	Exited	0(-100.0%)	$448,512	0.0%	+1.51%	0

QTPIEXCHANGE PLACE ADVISORS TRUS

1M3M6M1Y3Y5Y

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High Conviction Moves-Smart Money Convergence-Fund Consensus-Double-Down Detection

Data sourced from four public-disclosure sources: SEC 13F, Form 4, 13D/13G, and House/Senate STOCK Act disclosures. Not financial advice. Full disclaimer