QTPI Institutional Ownership
Exchange Place Advisors Trust - North Square RCIM Tax-Advantaged Preferred and Income Securities ETF
1W: -0.5%
1M: -2.0%
YTD: -2.1%
$24.83
+0.01 (+0.04%)
Weekly Expected Move ±0.8%
$24
$25
$25
$25
$25
Overview
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Institutional Ownership — QTPI
13
Institutional Holders
+2 vs prior quarter
0.0%
Ownership
+0.00pp
45M
Total Invested
2
New Positions
5
Increased
4
Reduced
3
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (13 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | SMI Advisory Services, LLC | 884,577 | 22M | +26,239 | +3.1% | 3Q | SEC ↗ |
| 2 | RED CEDAR INVESTMENT MANAGEMENT, LLC | 466,193 | 12M | — | +0.0% | 7Q | SEC ↗ |
| 3 | CSM Advisors, LLC | 168,931 | 4M | -7,000 | -4.0% | 7Q | SEC ↗ |
| 4 | Integrated Wealth Concepts LLC NEW | 93,490 | 2M | — | +0.0% | 1Q | SEC ↗ |
| 5 | WEST MICHIGAN ADVISORS, LLC | 52,428 | 1M | +12,681 | +31.9% | 4Q | SEC ↗ |
| 6 | EverSource Wealth Advisors, LLC | 49,728 | 1M | +51 | +0.1% | 2Q | SEC ↗ |
| 7 | OSAIC HOLDINGS, INC. | 22,444 | 557K | +3,832 | +20.6% | 6Q | SEC ↗ |
| 8 | AdvisorNet Financial, Inc | 16,221 | 403K | +181 | +1.1% | 4Q | SEC ↗ |
| 9 | GTS SECURITIES LLC NEW | 11,749 | 292K | — | +0.0% | 1Q | SEC ↗ |
| 10 | Allworth Financial LP | 200 | 5K | — | +0.0% | 5Q | SEC ↗ |
| 11 | Patriot Financial Group Insurance Agen | 0 | 0K | -11,220 | -100.0% | 1Q | SEC ↗ |
| 12 | Merit Financial Group, LLC | 0 | 0K | -41,304 | -100.0% | 2Q | SEC ↗ |
| 13 | JANE STREET GROUP, LLC | 0 | 0K | -17,692 | -100.0% | 2Q | SEC ↗ |
Recent Activity
New Positions (2)
| Holder | Shares | Value |
|---|---|---|
| Integrated Wealth Concepts LLC | 93,490 | 2M |
| GTS SECURITIES LLC | 11,749 | 292K |
Sold Out (3)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| Merit Financial Group, LLC | 41,304 | 1M |
| JANE STREET GROUP, LLC | 17,692 | 439K |
| Patriot Financial Group Insurance A | 11,220 | 279K |
Biggest Increases (5)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| SMI Advisory Services, LLC | +26,239 | +3.1% | 884,577 |
| WEST MICHIGAN ADVISORS, LLC | +12,681 | +31.9% | 52,428 |
| OSAIC HOLDINGS, INC. | +3,832 | +20.6% | 22,444 |
| AdvisorNet Financial, Inc | +181 | +1.1% | 16,221 |
| EverSource Wealth Advisors, LLC | +51 | +0.1% | 49,728 |
Biggest Decreases (1)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| CSM Advisors, LLC | -7,000 | -4.0% | 168,931 |