% of shares outstanding is not shown for QVMT: this is a fund line, and we hold no cover-page share count for it at any quarter — a fund's shares outstanding move with creations and redemptions rather than with issuance and buybacks, and it is not the SEC cover-page count this percentage is defined against. The figure is withheld rather than computed against a count that does not exist. Holder share counts are shown as filed.
Crowding percentile withheld — no market cap for QVMT in the served universe — the cohort is size-matched, and an unmatched percentile would compare a micro-cap register to a mega-cap one.
Rows rank by the value each filer reported — 13F filers price their own positions, so a holder with fewer shares can rank just above one with more.
| Holder | 2024-Q4 | 2025-Q1 | 2025-Q2 | 2025-Q3 | 2025-Q4 | 2026-Q1 | Latest value |
|---|---|---|---|---|---|---|---|
| LPL Financial LLC | 215K | 215K | 259K | 256K | 215K | 314K | $19M |
| BANK OF AMERICA CORP /DE/ | 157K | 205K | 244K | 172K | 184K | 254K | $15M |
| Armbruster Capital Management, Inc. | 167K | 165K | 170K | 169K | 167K | 157K | $9M |
| Invesco Ltd. | 97K | 97K | 159K | 165K | 159K | 153K | $9M |
| LMCG INVESTMENTS, LLC | 18K | 26K | 29K | 31K | 33K | 37K | $2M |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | — | 6K | 7K | — | — | 24K | $1M |
| Koss-Olinger Consulting, LLC | 31K | 29K | 26K | 26K | 25K | 20K | $1M |
| MassMutual Private Wealth & Trust, FSB | 7K | 13K | 13K | 14K | 15K | 19K | $1M |
| Arrowroot Family Office, LLC | 16K | — | 15K | 15K | 15K | 16K | $923,804 |
| UBS Group AG | 12K | 12K | 15K | 14K | 14K | 14K | $842,350 |
| Paragon Capital Management Ltd | — | — | 14K | 13K | 12K | 12K | $704,618 |
| ENVESTNET ASSET MANAGEMENT INC | 13K | 13K | 12K | 13K | 12K | 11K | $657,580 |
| Farther Finance Advisors, LLC | 2K | 2K | 14K | 12K | 11K | 11K | $656,591 |
| Sequent Planning LLC | — | — | — | 4K | 12K | 11K | $629,257 |
| OSAIC HOLDINGS, INC. | 5K | 3K | 5K | 8K | 8K | 9K | $516,405 |
Shares reported each quarter by the largest current holders. Green = added vs the prior filing, red = trimmed, grey = roughly held; a dash is a quarter with no 13F on file (a gap is skipped, not read as an exit). 13F is filed up to 45 days after quarter-end. Up to 40 quarters (10 years) available — use the selector above.
Holder count only — too few computable %-of-shares-outstanding quarters for a % pane. Line breaks are quarters with no 13F record, never interpolated.
Short interest has its own tab now — open SI →
Source: SEC Form 13F — every institution manager (≥ $100M in 13F securities) reporting a long US-listed position, across ~10,250 filers over 10 years of history. 13F is long-only, US-listed, filed up to 45 days after quarter-end.
| Biggest buyers | Δ shares | Δ value | |
|---|---|---|---|
| LPL Financial LLC | +99,186 | $6M | ADD |
| BANK OF AMERICA CORP /DE/ | +70,558 | $4M | ADD |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | +24,446 | $1M | OPEN |
| RAYMOND JAMES FINANCIAL INC | +8,154 | $484,722 | OPEN |
| JANE STREET GROUP, LLC | +8,140 | $483,890 | OPEN |
| Biggest sellers | Δ shares | Δ value | |
|---|---|---|---|
| Delta Wealth Advisors LLC | −81,733 | $5M | TRIM |
| Armbruster Capital Management, Inc. | −9,695 | $576,328 | TRIM |
| CREATIVE FINANCIAL DESIGNS INC /ADV | −9,612 | $571,394 | TRIM |
| Invesco Ltd. | −6,635 | $394,424 | TRIM |
| Global Retirement Partners, LLC | −5,517 | $327,963 | CLOSE |
The 2025-Q4 register is as-filed in ITS OWN share basis; every count below was rebased into the 2026-Q1 basis (no split in between, factor 1). Dollar figures value the SHARE delta at one price — the 2026-03-31 close — rather than differencing two filings' own reported values, which would mix the quarter's price move into the trade figure.
13Fs disclose LONG US-listed positions only — shorts, most derivatives, bonds and non-US listings are invisible here, and a filer's quarter-over-quarter change is not necessarily a trade (index rebalances, in-kind transfers and entity successions all read as flow).
| Quarter | Holders | Shares held | % shares out | Value held |
|---|---|---|---|---|
| 2026-Q1 | 46 | 1,152,686 | — | $69M |
| 2025-Q4 | 44 | 1,065,972 | — | $61M |
| 2025-Q3 | 43 | 1,088,265 | — | $60M |
| 2025-Q2 | 43 | 1,203,847 | — | $63M |
| 2025-Q1 | 43 | 1,084,124 | — | $56M |
| 2024-Q4 | 42 | 1,159,456 | — | $57M |
| 2024-Q3 | 42 | 1,156,959 | — | $58M |
| 2024-Q2 | 39 | 1,304,822 | — | $62M |
| 2024-Q1 | 36 | 1,369,894 | — | $68M |
| 2023-Q4 | 36 | 1,033,118 | — | $46M |
| 2023-Q3 | 30 | 1,002,126 | — | $41M |
| 2023-Q2 | 31 | 1,053,423 | — | $43M |
| 2023-Q1 | 35 | 1,521,935 | — | $61M |
| 2022-Q4 | 40 | 2,274,298 | — | $93M |
| 2022-Q3 | 35 | 1,927,407 | — | $70M |
| 2022-Q2 | 36 | 2,639,626 | — | $104M |
| 2022-Q1 | 37 | 2,733,154 | — | $122M |
| 2021-Q4 | 31 | 1,860,746 | — | $83M |
| 2021-Q3 | 25 | 2,059,182 | — | $85M |
| 2021-Q2 | 22 | 1,870,415 | — | $79M |
| 2021-Q1 | 24 | 1,829,968 | — | $72M |
| 2020-Q4 | 18 | 1,379,324 | — | $46M |
| 2020-Q3 | 17 | 1,545,699 | — | $42M |
| 2020-Q2 | 17 | 1,693,952 | — | $48M |
| 2020-Q1 | 16 | 1,923,085 | — | $46M |
| 2019-Q4 | 14 | 1,554,038 | — | $61M |
| 2019-Q3 | 12 | 1,377,529 | — | $48M |
| 2019-Q2 | 9 | 1,268,216 | — | $44M |
| 2019-Q1 | 6 | 300,770 | — | $10M |
| 2018-Q4 | 10 | 382,605 | — | $12M |
| 2018-Q3 | 6 | 297,977 | — | $11M |
| 2018-Q2 | 8 | 318,936 | — | $11M |
