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Institutional Holders of QPFF
HolderAmountPosition Size
($ in 1000's)
 As of
Envestnet Asset Management Inc.422,031$15,133 12/31/2023
     QPFF422,031$15,133 12/31/2023
Synergy Financial Management LLC185,212$6,871 03/31/2024
     QPFF185,212$6,871 03/31/2024
Commonwealth Equity Services LLC136,382$5,059 03/31/2024
     QPFF136,382$5,059 03/31/2024
Allworth Financial LP110,136$4,086 03/31/2024
     QPFF110,136$4,086 03/31/2024
Janney Montgomery Scott LLC90,667$3,251 12/31/2023
     QPFF90,667$3,251 12/31/2023
Stratos Wealth Partners LTD.81,745$3,033 03/31/2024
     QPFF81,745$3,033 03/31/2024
Paulson Wealth Management Inc.74,738$2,680 12/31/2023
     QPFF74,738$2,680 12/31/2023
Lido Advisors LLC45,913$1,646 12/31/2023
     QPFF45,913$1,646 12/31/2023
Householder Group Estate & Retirement Specialist LLC32,353$1,160 12/31/2023
     QPFF32,353$1,160 12/31/2023
OxenFree Capital LLC23,257$863 03/31/2024
     QPFF23,257$863 03/31/2024
KWB Wealth16,522$613 03/31/2024
     QPFF16,522$613 03/31/2024
Cambridge Investment Research Advisors Inc.10,340$384 03/31/2024
     QPFF10,340$384 03/31/2024
Aire Advisors LLC8,627$310 12/31/2023
     QPFF8,627$310 12/31/2023
Ausdal Financial Partners Inc.7,084$263 03/31/2024
     QPFF7,084$263 03/31/2024
Weaver Consulting Group6,600$245 03/31/2024
     QPFF6,600$245 03/31/2024
Citadel Advisors LLC6,315$226 12/31/2023
     QPFF6,315$226 12/31/2023
Private Trust Co. NA3,551$132 03/31/2024
     QPFF3,551$132 03/31/2024
Core Wealth Advisors Inc.3,147$113 12/31/2023
     QPFF3,147$113 12/31/2023
UBS Group AG409$15 12/31/2023
     QPFF409$15 12/31/2023
Hazlett Burt & Watson Inc.100$4 03/31/2024
     QPFF100$4 03/31/2024
Morgan Stanley90$3 12/31/2023
     QPFF90$3 12/31/2023

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

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