QTPI — Exchange Place Advisors Trus Institutional Holders · Q2 2026
Who owns Exchange Place Advisors Trus (QTPI)? 13 institutions reported holding $45.13M in SEC 13F filings for Q2 2026 (period ended 2026-06-30). Largest holders: SMI Advisory Services, LLC ($22.6M), Red Cedar Investment Management, LLC ($11.9M), CSM Advisors, LLC ($4.3M).
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | SMI Advisory Services, LLC | $22.6M | 884,577 | Added |
| 2 | RED CEDAR INVESTMENT MANAGEMENT, LLC | $11.9M | 466,193 | Hold |
| 3 | CSM Advisors, LLC | $4.3M | 168,931 | Trimmed |
| 4 | Integrated Wealth Concepts LLC | $2.4M | 93,490 | New |
| 5 | WEST MICHIGAN ADVISORS, LLC | $1.3M | 52,428 | Added |
| 6 | EverSource Wealth Advisors, LLC | $1.3M | 49,728 | Added |
| 7 | OSAIC HOLDINGS, INC. | $572,327 | 22,444 | Added |
| 8 | AdvisorNet Financial, Inc | $413,640 | 16,221 | Added |
| 9 | GTS SECURITIES LLC | $299,600 | 11,749 | New |
| 10 | Allworth Financial LP | $5,101 | 200 | Hold |
| 11 | JANE STREET GROUP, LLC | $0 | 0 | Exited |
| 12 | Merit Financial Group, LLC | $0 | 0 | Exited |
| 13 | Patriot Financial Group Insurance Agency, LLC | $0 | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-06-30