13F Insight
DOSSIER · 13F Holders · Q1 2026Inflation hedgeYield
QTPI

EXCHANGE PLACE ADVISORS TRUS

12 institutions still hold EXCHANGE PLACE ADVISORS TRUS as of Q1 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 301471108·12 13F holders·last filed Mar 31, 2026
Market cap
—
▼ 5.9%
vs prior quarter
13F value held
$39M
64.0% inst. owned
of float
Holders
12
-49 QoQ
filers reporting
Activity
+23 / −117
+954 added · −914 reduced
this quarter
Concentration
56.58%
SMI Advisory Services, LLC #1
top holder share
AI Holders Summary · Q1 2026

12 institutions reported QTPI in Q1 2026. SMI Advisory Services, LLC leads at 56.6% of the visible book. -49 net institutions QoQ — distribution reading.

Top holders

Sorted by position value. Source: SEC EDGAR 13F-HR filings.

#HolderValueShares% port.Quarter
01
SMI Advisory Services, LLC
CIK 0001609008
$22M858K3.60%Q1 202602
RED CEDAR INVESTMENT MANAGEMENT, LLC
CIK 0001734398
$12M466K1.23%Q1 202603
EverSource Wealth Advisors, LLC
CIK 0001710537
$1M50K0.04%Q1 202604
Merit Financial Group, LLC
CIK 0001621225
$1M41K0.01%Q1 202605
WEST MICHIGAN ADVISORS, LLC
CIK 0001909879
$1M40K0.22%Q1 202606
OSAIC HOLDINGS, INC.
CIK 0001677044
$471,84019K0.00%Q1 202607
JANE STREET GROUP, LLC
CIK 0001595888· Market maker
$448,51218K0.00%Q1 202608
AdvisorNet Financial, Inc
CIK 0001409362
$406,63216K0.02%Q1 202609
Patriot Financial Group Insurance Agency, LLC
CIK 0001694883
$284,44011K0.02%Q1 202610
Allworth Financial LP
CIK 0001555170
$5,0712000.00%Q1 202611
CSM Advisors, LLC
CIK 0001863523
$4,460176K0.11%Q1 202612
CONCOURSE FINANCIAL GROUP SECURITIES, INC.
CIK 0000752798
$00—Q2 2025