Who Owns EXCHANGE PLACE ADVISORS TRUS (QTPI)?Hedge Fund & Institutional Holders
$25.64+0.01 (+0.04%)NYSE_ARCA
Institutional Holders
11
as of Q4 2025
Total Institutional Value
$1.9012119755092184e+22T
% of Float Held
—
QoQ Change in Holders
+4 / -0
Price History
QTPI — Biggest New Institutional Buyers This Quarter
| Fund | Action | Shares Added | Value Added |
|---|---|---|---|
| SMI Advisory Services, LLC | New Position | +808K | +$20.9M |
| RED CEDAR INVESTMENT MANAGEMENT, LLC | New Position | +466K | +$12.0M |
| Merit Financial Group, LLC | New Position | +50K | +$1.3M |
| JANE STREET GROUP, LLC | New Position | +22K | +$0 |
| AdvisorNet Financial, Inc | Increased | +2K | +$-310.6M |
| OSAIC HOLDINGS, INC. | Increased | +3K | +$-318.4M |
| WEST MICHIGAN ADVISORS, LLC | Increased | +9K | +$-551.4M |
Top Institutional Holders(Q4 2025)
| # | Fund | Shares | Value | % of Portfolio | Type |
|---|---|---|---|---|---|
| 1 | SMI Advisory Services, LLC | 736,907 | $19.0M | 3.28% | Share |
| 2 | RED CEDAR INVESTMENT MANAGEMENT, LLC | 466,193 | $12.0M | 1.29% | Share |
| 3 | CSM Advisors, LLC | 198,202 | $5.1M | 0.14% | Share |
| 4 | SMI Advisory Services, LLC | 71,306 | $1.8M | 0.32% | Share |
| 5 | Merit Financial Group, LLC | 49,994 | $1.3M | 0.01% | Share |
| 6 | WEST MICHIGAN ADVISORS, LLC | 30,265 | $778K | 0.18% | Share |
| 7 | AdvisorNet Financial, Inc | 14,220 | $365K | 0.02% | Share |
| 8 | Allworth Financial LP | 200 | $5K | 0.00% | Share |
| 9 | JANE STREET GROUP, LLC | 22,493 | $0 | 0.00% | Share |
| 10 | OSAIC HOLDINGS, INC. | 2,450 | $0 | 0.00% | Share |
| 11 | OSAIC HOLDINGS, INC. | 12,808 | $0 | 0.00% | Share |
QTPI Institutional Ownership History
| Quarter | Holders | Total Value | Change |
|---|---|---|---|
| Q4 2025 | 9 | $40.4M | +4 |
| Q3 2025 | 5 | $1.2B | -1 |
| Q2 2025 | 6 | $6.9B | +2 |
| Q1 2025 | 4 | $5.6B | +1 |
| Q4 2024 | 3 | $5.0B | — |
As of Q4 2025, 11 institutional investors hold QTPI (EXCHANGE PLACE ADVISORS TRUS). The largest holder is SMI Advisory Services, LLC with $19.0M in shares. This quarter, 4 institutions opened new positions and 0 closed their positions.
Frequently Asked Questions
How many hedge funds own QTPI?
As of Q4 2025, 11 institutional investors report holding QTPI (EXCHANGE PLACE ADVISORS TRUS) in their 13F filings.
Who is the largest institutional holder of QTPI?
The largest institutional holder of QTPI is SMI Advisory Services, LLC with $19.0M in shares.
Is institutional ownership of QTPI increasing or decreasing?
This quarter, 4 institutions opened new positions in QTPI and 0 closed their positions.