OWNS institutional holders

QUAKER INVT TR · 13F, 2026Q2

Managers holding28
Shares held3,274,537
Reported value$56.6m
Quarter flows8 new, 16 added, 0 trimmed, 6 exited

Top 25 holders

ManagerSharesValue% of manager's 13F
Allianz SE1,248,751$21.6m0.2%
OneAscent Financial Services LLC540,765$9.3m0.4%
NATURAL INVESTMENTS, LLC295,066$5.1m1.1%
Orgel Wealth Management, LLC294,906$5.1m0.1%
LPL Financial LLC184,699$3.2m0.0%
OneAscent Wealth Management LLC147,202$2.5m0.8%
Tolleson Wealth Management, Inc.113,332$2.0m0.3%
Skyline Advisors, Inc.86,279$1.5m0.5%
Riverwater Partners LLC65,945$1.1m0.3%
True Blue Financial, LLC48,914$844,9880.4%
Integrated Wealth Concepts LLC38,819$670,6250.0%
PFG Investments, LLC36,005$621,9940.0%
RFG Advisory, LLC31,850$550,2090.0%
Mason & Associates Inc30,716$530,6190.1%
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC22,090$379,2780.0%
Merit Financial Group, LLC21,645$373,9240.0%
Atria Investments, Inc19,626$339,0400.0%
JANE STREET GROUP, LLC14,507$250,6080.0%
OneAscent Family Office, LLC10,480$181,0370.1%
ROYAL BANK OF CANADA6,154$106,0000.0%
First Pacific Financial5,727$98,9340.0%
NewEdge Advisors, LLC3,972$68,6220.0%
EverSource Wealth Advisors, LLC2,752$47,5410.0%
Smartleaf Asset Management LLC1,676$29,3300.0%
Midway Capital Research & Management1,443$24,9280.0%

Every holder, line by line, and the full history since 2013: yf.Client().holders("OWNS"). OWNS price history · All 13F data

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