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.
Holder | Amount | Position Size ($ in 1000's) | As of |
---|---|---|---|
Northern Trust Corp | 3,375,631 | $199,365 | 12/31/2023 |
QDEF | 3,375,631 | $199,365 | 12/31/2023 |
LPL Financial LLC | 150,825 | $8,908 | 12/31/2023 |
QDEF | 150,825 | $8,908 | 12/31/2023 |
RVW Wealth LLC | 114,549 | $7,355 | 03/31/2024 |
QDEF | 114,549 | $7,355 | 03/31/2024 |
Sloy Dahl & Holst LLC | 59,076 | $3,793 | 03/31/2024 |
QDEF | 59,076 | $3,793 | 03/31/2024 |
Morgan Stanley | 47,149 | $2,785 | 12/31/2023 |
QDEF | 47,149 | $2,785 | 12/31/2023 |
Raymond James & Associates | 39,639 | $2,545 | 03/31/2024 |
QDEF | 39,639 | $2,545 | 03/31/2024 |
Greenleaf Trust | 31,418 | $2,017 | 03/31/2024 |
QDEF | 31,418 | $2,017 | 03/31/2024 |
Red Tortoise LLC | 27,764 | $1,783 | 03/31/2024 |
QDEF | 27,764 | $1,783 | 03/31/2024 |
Creative Planning | 30,000 | $1,772 | 12/31/2023 |
QDEF | 30,000 | $1,772 | 12/31/2023 |
Royal Bank of Canada | 26,780 | $1,582 | 12/31/2023 |
QDEF | 26,780 | $1,582 | 12/31/2023 |
Commonwealth Equity Services LLC | 22,735 | $1,460 | 03/31/2024 |
QDEF | 22,735 | $1,460 | 03/31/2024 |
L & S Advisors Inc | 24,544 | $1,450 | 12/31/2023 |
QDEF | 24,544 | $1,450 | 12/31/2023 |
MML Investors Services LLC | 23,770 | $1,404 | 12/31/2023 |
QDEF | 23,770 | $1,404 | 12/31/2023 |
Bank of America Corp DE | 22,972 | $1,357 | 12/31/2023 |
QDEF | 22,972 | $1,357 | 12/31/2023 |
Cetera Advisor Networks LLC | 22,578 | $1,333 | 12/31/2023 |
QDEF | 22,578 | $1,333 | 12/31/2023 |
Franklin Resources Inc. | 21,009 | $1,241 | 12/31/2023 |
QDEF | 21,009 | $1,241 | 12/31/2023 |
Benedetti & Gucer Inc. | 20,863 | $1,232 | 12/31/2023 |
QDEF | 20,863 | $1,232 | 12/31/2023 |
AE Wealth Management LLC | 20,229 | $1,227 | 12/31/2023 |
QDEF | 20,229 | $1,227 | 12/31/2023 |
Secured Retirement Advisors LLC | 20,568 | $1,215 | 12/31/2023 |
QDEF | 20,568 | $1,215 | 12/31/2023 |
UBS Group AG | 19,831 | $1,171 | 12/31/2023 |
QDEF | 19,831 | $1,171 | 12/31/2023 |
Blair William & Co. IL | 18,103 | $1,069 | 12/31/2023 |
QDEF | 18,103 | $1,069 | 12/31/2023 |
Courier Capital LLC | 16,149 | $1,037 | 03/31/2024 |
QDEF | 16,149 | $1,037 | 03/31/2024 |
REDW Wealth LLC | 15,344 | $906 | 12/31/2023 |
QDEF | 15,344 | $906 | 12/31/2023 |
J.W. Cole Advisors Inc. | 13,003 | $835 | 03/31/2024 |
QDEF | 13,003 | $835 | 03/31/2024 |
Pacific Sun Financial Corp | 13,748 | $812 | 12/31/2023 |
QDEF | 13,748 | $812 | 12/31/2023 |
Edge Capital Group LLC | 13,643 | $806 | 12/31/2023 |
QDEF | 13,643 | $806 | 12/31/2023 |
Ameritas Advisory Services LLC | 12,994 | $794 | 12/31/2023 |
QDEF | 12,994 | $794 | 12/31/2023 |
Anson Capital Inc. | 12,549 | $741 | 12/31/2023 |
QDEF | 12,549 | $741 | 12/31/2023 |
Wealthcare Advisory Partners LLC | 11,493 | $738 | 03/31/2024 |
QDEF | 11,493 | $738 | 03/31/2024 |
Citadel Advisors LLC | 12,155 | $718 | 12/31/2023 |
QDEF | 12,155 | $718 | 12/31/2023 |
Kaydan Wealth Management Inc. | 10,859 | $697 | 03/31/2024 |
QDEF | 10,859 | $697 | 03/31/2024 |
Stifel Financial Corp | 11,747 | $694 | 12/31/2023 |
QDEF | 11,747 | $694 | 12/31/2023 |
Herold Advisors Inc. | 10,436 | $616 | 12/31/2023 |
QDEF | 10,436 | $616 | 12/31/2023 |
JPMorgan Chase & Co. | 10,328 | $610 | 12/31/2023 |
QDEF | 10,328 | $610 | 12/31/2023 |
Advisor Group Holdings Inc. | 10,250 | $605 | 12/31/2023 |
QDEF | 10,250 | $605 | 12/31/2023 |
Cambridge Investment Research Advisors Inc. | 9,214 | $592 | 03/31/2024 |
QDEF | 9,214 | $592 | 03/31/2024 |
Cedar Wealth Management LLC | 9,566 | $565 | 12/31/2023 |
QDEF | 9,566 | $565 | 12/31/2023 |
GWM Advisors LLC | 8,773 | $518 | 12/31/2023 |
QDEF | 8,773 | $518 | 12/31/2023 |
Kestra Advisory Services LLC | 8,545 | $505 | 12/31/2023 |
QDEF | 8,545 | $505 | 12/31/2023 |
Arrowroot Family Office LLC | 7,990 | $472 | 12/31/2023 |
QDEF | 7,990 | $472 | 12/31/2023 |
Susquehanna International Group LLP | 7,890 | $466 | 12/31/2023 |
QDEF | 7,890 | $466 | 12/31/2023 |
MONECO Advisors LLC | 6,999 | $449 | 03/31/2024 |
QDEF | 6,999 | $449 | 03/31/2024 |
Bank of New York Mellon Corp | 6,657 | $427 | 03/31/2024 |
QDEF | 6,657 | $427 | 03/31/2024 |
Cetera Investment Advisers | 7,181 | $424 | 12/31/2023 |
QDEF | 7,181 | $424 | 12/31/2023 |
Ameriprise Financial Inc. | 7,022 | $415 | 12/31/2023 |
QDEF | 7,022 | $415 | 12/31/2023 |
Envestnet Asset Management Inc. | 6,935 | $410 | 12/31/2023 |
QDEF | 6,935 | $410 | 12/31/2023 |
Ledyard National Bank | 6,875 | $406 | 12/31/2023 |
QDEF | 6,875 | $406 | 12/31/2023 |
Kestra Private Wealth Services LLC | 6,836 | $404 | 12/31/2023 |
QDEF | 6,836 | $404 | 12/31/2023 |
Naples Global Advisors LLC | 5,904 | $379 | 03/31/2024 |
QDEF | 5,904 | $379 | 03/31/2024 |
Thrivent Financial for Lutherans | 5,936 | $351 | 12/31/2023 |
QDEF | 5,936 | $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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