§ EQUITY
USDQTPI
NRTH SQUR RCIM TAX-AD IS ETF
USD
§ 01 · PRICE
Price action
1D5D1M6MYTD1YMAX
§ 03 · SIGNAL STACK · WHAT THE INPUTS SAY
13F FLOW
6 increased/new, 2 decreased/exited (13F)
AC 13F Analysis
§ 05 · WHO OWNS IT
Top institutional holders
| Fund | Shares | % port | Δ Q/Q |
|---|---|---|---|
| SMI Advisory Services, LLC | 858K | 3.6% | +6% |
| RED CEDAR INVESTMENT MANAGEMENT, LLC | 466K | 1.2% | ±0% |
| EverSource Wealth Advisors, LLC | 50K | n/a | n/a |
| Merit Financial Group, LLC | 41K | 0.0% | −17% |
| WEST MICHIGAN ADVISORS, LLC | 40K | 0.2% | +31% |
| OSAIC HOLDINGS, INC. | 19K | 0.0% | +22% |
◇ AC INTELLIGENCE
Top institutional owners for QTPI as of the most recent 13F reporting period (Q1 2026 · Period ended Mar 31). Δ Q/Q reflects share-count change vs. the prior filing — positive green means adding, negative red means trimming. Cross-reference with the ownership-mix bars below to see which strategy cohort is driving the flow.
§ 06 · WHO OWNS IT · BY STRATEGY
OTHER99.3% · 10 holders
INCOME / DEFENSIVE0.7% · 1 holder
◇ AC INTELLIGENCE
Ownership mix by behavioral cohort. Top bars indicate which style of capital dominates the float — passive indexing, quality compounders, dealer/bank, systematic quant, etc. Big quality-compounder share means concentrated active conviction; heavy passive share means flows are dictated by index rebalances, not fundamentals.
§ 07 · INSIDER ACTIVITY · LAST 180 DAYS
NO INSIDER FILINGS
◇ AC INTELLIGENCE
No Form 4 filings on record for QTPI in the last 180 days.
§ 08 · COVERAGE · OUR RECENT NOTES
No notes mention QTPI yet.