13F Insight
DOSSIER · 13F Holders · Q2 2026
QTPI

EXCHANGE PLACE ADVISORS TRUS

12 institutions still hold EXCHANGE PLACE ADVISORS TRUS as of Q2 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 301471108·12 13F holders·last filed Jun 30, 2026
Market cap
—
13F value held
$46M
visible holders
Holders
12
filers reporting
Concentration
49.53%
SMI Advisory Services, LLC #1
top holder share
AI Holders Summary · Q2 2026

12 institutions reported QTPI in Q2 2026. SMI Advisory Services, LLC leads at 49.5% of the visible book.

Top holders

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

#HolderValueShares% port.Quarter
01
SMI Advisory Services, LLC
CIK 0001609008
$23M885K3.67%Q2 202602
RED CEDAR INVESTMENT MANAGEMENT, LLC
CIK 0001734398
$12M466K1.13%Q2 202603
CSM Advisors, LLC
CIK 0001863523
$4M176K0.11%Q1 202604
Integrated Wealth Concepts LLC
CIK 0001737109
$2M93K0.01%Q2 202605
WEST MICHIGAN ADVISORS, LLC
CIK 0001909879
$1M52K0.25%Q2 202606
EverSource Wealth Advisors, LLC
CIK 0001710537
$1M50K0.04%Q2 202607
OSAIC HOLDINGS, INC.
CIK 0001677044
$572K22K0.00%Q2 202608
JANE STREET GROUP, LLC
CIK 0001595888· Market maker
$449K18K0.00%Q1 202609
AdvisorNet Financial, Inc
CIK 0001409362
$414K16K0.02%Q2 202610
GTS SECURITIES LLC
CIK 0001452765· Market maker
$300K12K0.01%Q2 202611
Allworth Financial LP
CIK 0001555170
$5K2000.00%Q2 202612
CONCOURSE FINANCIAL GROUP SECURITIES, INC.
CIK 0000752798
$00—Q2 2025