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Institutional Holders of QDF

There is a long list of 138 institutional holders of QDF 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 QDF by largest to smallest position reported in the institutional investor's latest 13F filing. In the institutional-holders-of-QDF table below, the initial column indicates the name of each top institutional holder of QDF, with a link to that fund's top holdings. The next columns indicate the amount of QDF stock held by each of the institutional holders of QDF, followed by the QDF 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 Corp12,752,607$784,668 12/31/2023
     QDF12,752,607$784,668 12/31/2023
TIAA Trust National Association4,298,933$264,513 12/31/2023
     QDF4,298,933$264,513 12/31/2023
Keybank National Association OH548,616$33,756 12/31/2023
     QDF548,616$33,756 12/31/2023
VeraBank N.A.415,709$25,579 12/31/2023
     QDF415,709$25,579 12/31/2023
Bank of America Corp DE298,887$18,391 12/31/2023
     QDF298,887$18,391 12/31/2023
LPL Financial LLC282,025$17,353 12/31/2023
     QDF282,025$17,353 12/31/2023
Morgan Stanley276,520$17,014 12/31/2023
     QDF276,520$17,014 12/31/2023
Envestnet Asset Management Inc.269,435$16,578 12/31/2023
     QDF269,435$16,578 12/31/2023
UBS Group AG262,940$16,179 12/31/2023
     QDF262,940$16,179 12/31/2023
Orion Portfolio Solutions LLC197,953$12,158 12/31/2023
     QDF197,953$12,158 12/31/2023
Baird Financial Group Inc.177,032$10,893 12/31/2023
     QDF177,032$10,893 12/31/2023
Transform Wealth LLC161,754$10,661 03/31/2024
     QDF161,754$10,661 03/31/2024
Ledyard National Bank164,216$10,104 12/31/2023
     QDF164,216$10,104 12/31/2023
Sontag Advisory LLC157,773$9,708 12/31/2023
     QDF157,773$9,708 12/31/2023
Buckingham Strategic Wealth LLC148,138$9,115 12/31/2023
     QDF148,138$9,115 12/31/2023
Bridges Investment Management Inc.136,161$8,378 12/31/2023
     QDF136,161$8,378 12/31/2023
Wealth Enhancement Advisory Services LLC106,774$7,037 03/31/2024
     QDF106,774$7,037 03/31/2024
Goldman Sachs Group Inc.82,878$5,099 12/31/2023
     QDF82,878$5,099 12/31/2023
Benjamin F. Edwards & Company Inc.74,709$4,597 12/31/2023
     QDF74,709$4,597 12/31/2023
MML Investors Services LLC67,916$4,179 12/31/2023
     QDF67,916$4,179 12/31/2023
Landmark Financial Advisors LLC65,138$4,008 12/31/2023
     QDF65,138$4,008 12/31/2023
Magnus Financial Group LLC65,047$4,002 12/31/2023
     QDF65,047$4,002 12/31/2023
CVA Family Office LLC51,924$3,422 03/31/2024
     QDF51,924$3,422 03/31/2024
Allworth Financial LP55,592$3,421 12/31/2023
     QDF55,592$3,421 12/31/2023
We Are One Seven LLC52,551$3,233 12/31/2023
     QDF52,551$3,233 12/31/2023
Commonwealth Equity Services LLC44,605$2,745 12/31/2023
     QDF44,605$2,745 12/31/2023
Horizon Bancorp Inc. IN38,711$2,551 03/31/2024
     QDF38,711$2,551 03/31/2024
Raymond James Financial Services Advisors Inc.38,239$2,520 03/31/2024
     QDF38,239$2,520 03/31/2024
Hanlon Investment Management Inc.40,252$2,477 12/31/2023
     QDF40,252$2,477 12/31/2023
Royal Bank of Canada33,789$2,079 12/31/2023
     QDF33,789$2,079 12/31/2023
First Foundation Advisors32,666$2,010 12/31/2023
     QDF32,666$2,010 12/31/2023
Cambridge Investment Research Advisors Inc.30,169$1,988 03/31/2024
     QDF30,169$1,988 03/31/2024
Sageworth Trust Co29,664$1,955 03/31/2024
     QDF29,664$1,955 03/31/2024
Wsfs Capital Management LLC30,333$1,866 12/31/2023
     QDF30,333$1,866 12/31/2023
Trust Co. of Vermont30,278$1,863 12/31/2023
     QDF30,278$1,863 12/31/2023
Advisor Group Holdings Inc.29,099$1,791 12/31/2023
     QDF29,099$1,791 12/31/2023
Anson Capital Inc.23,992$1,476 12/31/2023
     QDF23,992$1,476 12/31/2023
John W. Brooker & Co. CPAs21,534$1,419 03/31/2024
     QDF21,534$1,419 03/31/2024
Gray Wealth Management Inc.23,045$1,418 12/31/2023
     QDF23,045$1,418 12/31/2023
HM Payson & Co.22,215$1,367 12/31/2023
     QDF22,215$1,367 12/31/2023
Mather Group LLC.21,104$1,299 03/31/2024
     QDF21,104$1,299 03/31/2024
Wells Fargo & Company MN19,980$1,229 12/31/2023
     QDF19,980$1,229 12/31/2023
Sageworth Trust Co of South Dakota18,193$1,199 03/31/2024
     QDF18,193$1,199 03/31/2024
Red Tortoise LLC18,041$1,189 03/31/2024
     QDF18,041$1,189 03/31/2024
Beacon Pointe Advisors LLC16,061$988 12/31/2023
     QDF16,061$988 12/31/2023
Addison Advisors LLC15,870$976 12/31/2023
     QDF15,870$976 12/31/2023
Commerce Bank15,820$973 12/31/2023
     QDF15,820$973 12/31/2023
CI Private Wealth LLC15,628$962 12/31/2023
     QDF15,628$962 12/31/2023
Bank of New York Mellon Corp14,892$916 12/31/2023
     QDF14,892$916 12/31/2023
Bank of Montreal Can14,206$877 12/31/2023
     QDF14,206$877 12/31/2023

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

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