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Institutional Holders of QDEF

There is a long list of 78 institutional holders of QDEF within the last two holding periods in our database of 13F filers, so we've sorted through to present to you just the top 50 institutional holders of QDEF by largest to smallest position reported in the institutional investor's latest 13F filing. In the institutional-holders-of-QDEF table below, the initial column indicates the name of each top institutional holder of QDEF, with a link to that fund's top holdings. The next columns indicate the amount of QDEF stock held by each of the institutional holders of QDEF, followed by the QDEF position size held by the institution, and finally the date of the quarterly 13F filing period the holdings data represents for that institution.

HolderAmountPosition Size
($ in 1000's)
 As of
Northern Trust Corp3,375,631$199,365 12/31/2023
     QDEF3,375,631$199,365 12/31/2023
LPL Financial LLC150,825$8,908 12/31/2023
     QDEF150,825$8,908 12/31/2023
RVW Wealth LLC114,549$7,355 03/31/2024
     QDEF114,549$7,355 03/31/2024
Sloy Dahl & Holst LLC59,076$3,793 03/31/2024
     QDEF59,076$3,793 03/31/2024
Morgan Stanley47,149$2,785 12/31/2023
     QDEF47,149$2,785 12/31/2023
Raymond James & Associates39,639$2,545 03/31/2024
     QDEF39,639$2,545 03/31/2024
Greenleaf Trust31,418$2,017 03/31/2024
     QDEF31,418$2,017 03/31/2024
Red Tortoise LLC27,764$1,783 03/31/2024
     QDEF27,764$1,783 03/31/2024
Creative Planning30,000$1,772 12/31/2023
     QDEF30,000$1,772 12/31/2023
Royal Bank of Canada26,780$1,582 12/31/2023
     QDEF26,780$1,582 12/31/2023
Commonwealth Equity Services LLC22,735$1,460 03/31/2024
     QDEF22,735$1,460 03/31/2024
L & S Advisors Inc24,544$1,450 12/31/2023
     QDEF24,544$1,450 12/31/2023
MML Investors Services LLC23,770$1,404 12/31/2023
     QDEF23,770$1,404 12/31/2023
Bank of America Corp DE22,972$1,357 12/31/2023
     QDEF22,972$1,357 12/31/2023
Cetera Advisor Networks LLC22,578$1,333 12/31/2023
     QDEF22,578$1,333 12/31/2023
Franklin Resources Inc.21,009$1,241 12/31/2023
     QDEF21,009$1,241 12/31/2023
Benedetti & Gucer Inc.20,863$1,232 12/31/2023
     QDEF20,863$1,232 12/31/2023
AE Wealth Management LLC20,229$1,227 12/31/2023
     QDEF20,229$1,227 12/31/2023
Secured Retirement Advisors LLC20,568$1,215 12/31/2023
     QDEF20,568$1,215 12/31/2023
UBS Group AG19,831$1,171 12/31/2023
     QDEF19,831$1,171 12/31/2023
Blair William & Co. IL18,103$1,069 12/31/2023
     QDEF18,103$1,069 12/31/2023
Courier Capital LLC16,149$1,037 03/31/2024
     QDEF16,149$1,037 03/31/2024
REDW Wealth LLC15,344$906 12/31/2023
     QDEF15,344$906 12/31/2023
J.W. Cole Advisors Inc.13,003$835 03/31/2024
     QDEF13,003$835 03/31/2024
Pacific Sun Financial Corp13,748$812 12/31/2023
     QDEF13,748$812 12/31/2023
Edge Capital Group LLC13,643$806 12/31/2023
     QDEF13,643$806 12/31/2023
Ameritas Advisory Services LLC12,994$794 12/31/2023
     QDEF12,994$794 12/31/2023
Anson Capital Inc.12,549$741 12/31/2023
     QDEF12,549$741 12/31/2023
Wealthcare Advisory Partners LLC11,493$738 03/31/2024
     QDEF11,493$738 03/31/2024
Citadel Advisors LLC12,155$718 12/31/2023
     QDEF12,155$718 12/31/2023
Kaydan Wealth Management Inc.10,859$697 03/31/2024
     QDEF10,859$697 03/31/2024
Stifel Financial Corp11,747$694 12/31/2023
     QDEF11,747$694 12/31/2023
Herold Advisors Inc.10,436$616 12/31/2023
     QDEF10,436$616 12/31/2023
JPMorgan Chase & Co.10,328$610 12/31/2023
     QDEF10,328$610 12/31/2023
Advisor Group Holdings Inc.10,250$605 12/31/2023
     QDEF10,250$605 12/31/2023
Cambridge Investment Research Advisors Inc.9,214$592 03/31/2024
     QDEF9,214$592 03/31/2024
Cedar Wealth Management LLC9,566$565 12/31/2023
     QDEF9,566$565 12/31/2023
GWM Advisors LLC8,773$518 12/31/2023
     QDEF8,773$518 12/31/2023
Kestra Advisory Services LLC8,545$505 12/31/2023
     QDEF8,545$505 12/31/2023
Arrowroot Family Office LLC7,990$472 12/31/2023
     QDEF7,990$472 12/31/2023
Susquehanna International Group LLP7,890$466 12/31/2023
     QDEF7,890$466 12/31/2023
MONECO Advisors LLC6,999$449 03/31/2024
     QDEF6,999$449 03/31/2024
Bank of New York Mellon Corp6,657$427 03/31/2024
     QDEF6,657$427 03/31/2024
Cetera Investment Advisers7,181$424 12/31/2023
     QDEF7,181$424 12/31/2023
Ameriprise Financial Inc.7,022$415 12/31/2023
     QDEF7,022$415 12/31/2023
Envestnet Asset Management Inc.6,935$410 12/31/2023
     QDEF6,935$410 12/31/2023
Ledyard National Bank6,875$406 12/31/2023
     QDEF6,875$406 12/31/2023
Kestra Private Wealth Services LLC6,836$404 12/31/2023
     QDEF6,836$404 12/31/2023
Naples Global Advisors LLC5,904$379 03/31/2024
     QDEF5,904$379 03/31/2024
Thrivent Financial for Lutherans5,936$351 12/31/2023
     QDEF5,936$351 12/31/2023

See All: Funds Holding QDEF
See Details: Top 10 Hedge Funds Holding QDEF
Also See: QDEF Holdings Changes

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