Institutional Holders (2026 Q2)
88 + investorsExplore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in QMAR. Verified SEC 13F-HR filings.
| # | Investor | % of Portfolio | Shares | Mkt Value |
|---|---|---|---|---|
| 1 | ODonnell Financial Services, LLC | 1.23% | 111,899 | $4.2M |
| 2 | Sequent Planning LLC | 1.04% | 130,620 | $4.9M |
| 3 | FWG Investments, LLC. | 0.79% | 40,317 | $1.5M |
| 4 | RiverTree Advisors, LLC | 0.57% | 26,140 | $973K |
| 5 | SMART Wealth LLC | 0.53% | 66,415 | $2.5M |
| 6 | 1776 Wealth LLC | 0.53% | 40,075 | $1.5M |
| 7 | Onyx Bridge Wealth Group LLC | 0.45% | 133,301 | $5.0M |
| 8 | Sloy Dahl & Holst, LLC | 0.37% | 80,095 | $3.0M |
| 9 | Keystone Wealth Services, LLC | 0.28% | 40,485 | $1.5M |
| 10 | DHJJ Financial Advisors, Ltd. | 0.26% | 23,916 | $891K |
| 11 | Fortress Private Ledger, LLC | 0.25% | 25,150 | $936K |
| 12 | Winnacle Wealth LLC | 0.25% | 9,859 | $367K |
| 13 | Grantvest Financial Group LLC | 0.25% | 11,533 | $429K |
| 14 | Faithward Advisors, LLC | 0.23% | 49,937 | $1.9M |
| 15 | Harvest Investment Services, LLC | 0.16% | 28,544 | $1.1M |
| 16 | Outlook Wealth Advisors, LLC | 0.15% | 18,575 | $692K |
| 17 | Prasad Wealth Partners, LLC | 0.15% | 16,436 | $612K |
| 18 | Silver Oak Securities, Incorporated | 0.13% | 58,694 | $2.2M |
| 19 | Synergy Asset Management, LLC | 0.11% | 32,060 | $1.2M |
| 20 | Chris Bulman Inc | 0.11% | 7,781 | $290K |
| 21 | Benson Wealth Management INC | 0.10% | 2,625 | $98K |
| 22 | Main Street Financial Solutions, LLC | 0.10% | 38,770 | $1.3M |
| 23 | Clear Creek Financial Management, LLC | 0.09% | 39,592 | $1.5M |
| 24 | Uptick Partners, LLC | 0.09% | 15,655 | $583K |
| 25 | Novem Group | 0.08% | 21,973 | $818K |
| Investor | Ownership History |
% of Portfolio | Prev % | Rank | Conviction | Avg Buy Price | 13F Score™ 3Y / 7Y | Sell Timing | Shares | Mkt Value | Change | Change % | Source | Quarter | Filed |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|