Institutional Holders (2026 Q1)
86 + 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 | 1.56% | 135,096 | $4.5M |
| 2 | Sequent Planning LLC | 1.14% | 140,692 | $4.7M |
| 3 | FWG Investments, LLC. | 0.82% | 38,235 | $1.3M |
| 4 | RiverTree Advisors, LLC | 0.56% | 26,262 | $883K |
| 5 | SMART Wealth LLC | 0.56% | 56,425 | $1.9M |
| 6 | 1776 Wealth LLC | 0.54% | 40,747 | $1.4M |
| 7 | Onyx Bridge Wealth Group LLC | 0.51% | 141,242 | $4.7M |
| 8 | DHJJ Financial Advisors, Ltd. | 0.27% | 24,151 | $812K |
| 9 | Grantvest Financial Group LLC | 0.23% | 10,442 | $351K |
| 10 | Faithward Advisors, LLC | 0.16% | 33,545 | $1.1M |
| 11 | Outlook Wealth Advisors, LLC | 0.16% | 19,212 | $646K |
| 12 | Prasad Wealth Partners, LLC | 0.15% | 16,318 | $549K |
| 13 | Benson Wealth Management INC | 0.12% | 2,625 | $88K |
| 14 | Chris Bulman Inc | 0.12% | 7,811 | $263K |
| 15 | UPTICK PARTNERS, LLC | 0.09% | 13,415 | $451K |
| 16 | Clear Creek Financial Management, LLC | 0.09% | 33,441 | $1.1M |
| 17 | NOVEM GROUP | 0.08% | 21,473 | $722K |
| 18 | Ignite Planners, LLC | 0.08% | 15,245 | $513K |
| 19 | INSIGNEO ADVISORY SERVICES, LLC | 0.07% | 28,981 | $974K |
| 20 | TopTier Wealth Management, LLC | 0.05% | 2,300 | $77K |
| 21 | Madrona Financial Services, LLC | 0.05% | 6,250 | $210K |
| 22 | Noble Wealth Management PBC | 0.04% | 2,500 | $84K |
| 23 | SILVER OAK SECURITIES, INCORPORATED | 0.04% | 15,616 | $525K |
| 24 | Center for Financial Planning, Inc. | 0.03% | 8,985 | $302K |
| 25 | 1ST SOURCE BANK | 0.03% | 18,000 | $605K |
| 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|