QTPI — Exchange Place Advisors Trus 机构持仓 · 2026年Q2
谁持有 Exchange Place Advisors Trus（QTPI）？2026年Q2（报告期截至 2026-06-30）共有 13 家机构在 SEC 13F 申报中报告持有，合计 4,512.98 万美元。前几大持有机构：SMI Advisory Services, LLC（2,260.00 万美元）、Red Cedar Investment Management, LLC（1,190.00 万美元）、CSM Advisors, LLC（430.00 万美元）。
| 排名 | 机构 | 市值 | 股数 | 变动 |
|---|---|---|---|---|
| 1 | SMI Advisory Services, LLC | $22.6M | 884,577 | 增持 |
| 2 | RED CEDAR INVESTMENT MANAGEMENT, LLC | $11.9M | 466,193 | 持平 |
| 3 | CSM Advisors, LLC | $4.3M | 168,931 | 减持 |
| 4 | Integrated Wealth Concepts LLC | $2.4M | 93,490 | 新建仓 |
| 5 | WEST MICHIGAN ADVISORS, LLC | $1.3M | 52,428 | 增持 |
| 6 | EverSource Wealth Advisors, LLC | $1.3M | 49,728 | 增持 |
| 7 | OSAIC HOLDINGS, INC. | $572,327 | 22,444 | 增持 |
| 8 | AdvisorNet Financial, Inc | $413,640 | 16,221 | 增持 |
| 9 | GTS SECURITIES LLC | $299,600 | 11,749 | 新建仓 |
| 10 | Allworth Financial LP | $5,101 | 200 | 持平 |
| 11 | JANE STREET GROUP, LLC | $0 | 0 | 清仓 |
| 12 | Merit Financial Group, LLC | $0 | 0 | 清仓 |
| 13 | Patriot Financial Group Insurance Agency, LLC | $0 | 0 | 清仓 |
来源：SEC 13F 申报文件 · 截至 2026-06-30