North Square RCIM Tax-Advantaged Preferred and Income Securities ETF (QTPI)

ETF ยท NYSE Arca

North Square RCIM Tax-Advantaged Preferred and Income Securities ETF (QTPI) is an exchange-traded fund listed on NYSE Arca, where it has traded since December 18, 2024.

Type
Exchange-traded fund
Listed On
NYSE Arca
Listed Since
December 18, 2024

Institutional ownership

In 13F filings for the quarter ended June 30, 2026, 10 institutions reported holding QTPI, with 1.8 million shares worth $45.1 million in aggregate. The largest reported holder was Smi Advisory Services, with 884,577 shares worth $22.6 million. Of the 5 largest holders listed below, 1 opened a new position in QTPI, 2 added shares, 1 reduced its position and 1 held its position unchanged during the quarter.

InstitutionSharesValueQuarter change
Smi Advisory Services884,577$23MAdded 3.06%
Red Cedar Investment Management466,193$12MUnchanged
Csm Advisors168,931$4MReduced 3.98%
Integrated Wealth Concepts93,490$2MNew position
West Michigan Advisors52,428$1MAdded 31.9%

Form 13F is a quarterly report that institutional investment managers with at least $100 million in qualifying securities file with the SEC. It lists long positions as of the last day of the quarter and is due within 45 days of quarter end, so these holdings describe that date rather than today.

Frequently asked questions

What is QTPI?

North Square RCIM Tax-Advantaged Preferred and Income Securities ETF (QTPI) is an exchange-traded fund listed on NYSE Arca, where it has traded since December 18, 2024.

Who are the largest institutional holders of QTPI?

In 13F filings for the quarter ended June 30, 2026, the largest reported holders of QTPI were Smi Advisory Services, Red Cedar Investment Management and Csm Advisors.

How many institutions own QTPI?

10 institutions reported a position in QTPI for the quarter ended June 30, 2026, worth $45.1 million in total.

Did institutions buy or sell QTPI last quarter?

Of the 5 largest reported holders, 1 opened a new position in QTPI, 2 added shares, 1 reduced its position and 1 held its position unchanged during the quarter. Every reported holder and its change is on the SentiSense ownership page for QTPI.

Every reported institutional holder, plus insider and congressional trades in QTPI, on SentiSense.