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North Square RCIM Tax-Advantaged Preferred and Income Securities ETF (QTPI) Institutional Ownership

$25.51 0.00 (0.00%)
As of 05/22/2026 04:10 PM Eastern

Institutional Ownership Changes (13F Filings) for North Square RCIM Tax-Advantaged Preferred and Income Securities ETF (NYSEARCA:QTPI)

Number of
Institutional Buyers
(last 12 months)
9
Total
Institutional Inflows
(last 12 months)
$31.65M
Number of
Institutional Sellers
(last 12 months)
0
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QTPI Institutional Buying and Selling by Quarter

North Square RCIM Tax-Advantaged Preferred and Income Securities ETF Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
5/18/2026 EverSource Wealth Advisors LLC49,677$1.26M0.0%N/A1.661%
4/22/2026 Patriot Financial Group Insurance Agency LLC11,220$284K0.0%N/A0.387%
4/17/2026 AdvisorNet Financial Inc16,040$407K0.0%+12.8%0.553%
2/17/2026 Osaic Holdings Inc.15,258$392K0.0%+22.6%0.555%
2/12/2026 Jane Street Group LLC22,493$578K0.0%N/A0.818%
2/11/2026 Red Cedar Investment Management LLC466,193$11.98M1.3%+42.5%16.952%
1/28/2026 West Michigan Advisors LLC30,265$778K0.2%+40.5%1.113%
1/26/2026 Merit Financial Group LLC49,994$1.28M0.0%N/A1.838%
1/13/2026 SMI Advisory Services LLC808,213$20.85M3.6%N/A31.819%
10/31/2025 Red Cedar Investment Management LLC327,100$8.37M1.0%+63.6%43.613%
10/9/2025 AdvisorNet Financial Inc12,150$311K0.0%N/A1.736%
5/19/2025Jane Street Group LLC13,789$345K0.0%N/A2.934%


QTPI Institutional Ownership - Frequently Asked Questions

During the previous two years, 9 institutional investors and hedge funds held shares of North Square RCIM Tax-Advantaged Preferred and Income Securities ETF. The most heavily invested institutionals were SMI Advisory Services LLC ($20.85M), Red Cedar Investment Management LLC ($11.98M), Merit Financial Group LLC ($1.28M), EverSource Wealth Advisors LLC ($1.26M), West Michigan Advisors LLC ($778K), Jane Street Group LLC ($578K), and AdvisorNet Financial Inc ($407K).Learn more on North Square RCIM Tax-Advantaged Preferred and Income Securities ETF's institutional investors.

Of the 9 institutional investors that purchased North Square RCIM Tax-Advantaged Preferred and Income Securities ETF's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: SMI Advisory Services LLC ($808.21K), Red Cedar Investment Management LLC ($266.19K), Merit Financial Group LLC ($49.99K), EverSource Wealth Advisors LLC ($49.68K), Jane Street Group LLC ($36.28K), AdvisorNet Financial Inc ($13.97K), and Patriot Financial Group Insurance Agency LLC ($11.22K).

Institutional investors have bought a total of 1,233,290 shares in the last 24 months. This purchase volume represents approximately $31.65M in transactions.



This page (NYSEARCA:QTPI) was last updated on 5/25/2026 by MarketBeat.com Staff.
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