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There is a long list of 55 institutional holders of QVAL 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 QVAL by largest
to smallest position reported in the institutional investor's latest 13F filing. In the institutional-holders-of-QVAL table below,
the initial column indicates the name of each top institutional holder of QVAL, with a link to that fund's top holdings. The next columns
indicate the amount of QVAL stock held by each of the institutional holders of QVAL, followed by the QVAL position size held by the institution, and finally the
date of the quarterly 13F filing period the holdings data represents for that institution.
| Holder | Amount | Position Size
($ in 1000's) | As of |
|---|
 Strid Group LLC | 1,197,344 | $53,809 | 03/31/2024 | | QVAL | 1,197,344 | $53,809 | 03/31/2024 | | Empirical Finance LLC | 549,119 | $24,677 | 03/31/2024 | | QVAL | 549,119 | $24,677 | 03/31/2024 | | Menlo Advisors LLC | 247,898 | $11,140 | 03/31/2024 | | QVAL | 247,898 | $11,140 | 03/31/2024 | | Empowered Funds LLC | 190,202 | $8,548 | 03/31/2024 | | QVAL | 190,202 | $8,548 | 03/31/2024 | | Warren Averett Asset Management LLC | 207,779 | $8,413 | 12/31/2023 | | QVAL | 207,779 | $8,413 | 12/31/2023 | | Valley Financial Group Inc. | 172,584 | $6,988 | 12/31/2023 | | QVAL | 172,584 | $6,988 | 12/31/2023 | | Ethos Financial Group LLC | 149,756 | $6,730 | 03/31/2024 | | QVAL | 149,756 | $6,730 | 03/31/2024 | | Kathmere Capital Management LLC | 143,277 | $6,439 | 03/31/2024 | | QVAL | 143,277 | $6,439 | 03/31/2024 | | One One Wealth Management LLC | 138,274 | $6,214 | 03/31/2024 | | QVAL | 138,274 | $6,214 | 03/31/2024 | | Well Done LLC | 136,511 | $6,135 | 03/31/2024 | | QVAL | 136,511 | $6,135 | 03/31/2024 | | Stokes Family Office LLC | 122,869 | $5,522 | 03/31/2024 | | QVAL | 122,869 | $5,522 | 03/31/2024 | | Raymond James Financial Services Advisors Inc. | 111,534 | $5,012 | 03/31/2024 | | QVAL | 111,534 | $5,012 | 03/31/2024 | | Kathleen S. Wright Associates Inc. | 107,498 | $4,824 | 03/31/2024 | | QVAL | 107,498 | $4,824 | 03/31/2024 | | One Degree Advisors Inc | 105,624 | $4,747 | 03/31/2024 | | QVAL | 105,624 | $4,747 | 03/31/2024 | | Royal Bank of Canada | 95,080 | $3,850 | 12/31/2023 | | QVAL | 95,080 | $3,850 | 12/31/2023 | | Quarry Hill Advisors LLC | 80,297 | $3,609 | 03/31/2024 | | QVAL | 80,297 | $3,609 | 03/31/2024 | | CWM LLC | 72,698 | $3,267 | 03/31/2024 | | QVAL | 72,698 | $3,267 | 03/31/2024 | | Bowman & Co S.C. | 63,243 | $2,842 | 03/31/2024 | | QVAL | 63,243 | $2,842 | 03/31/2024 | | LPL Financial LLC | 58,829 | $2,382 | 12/31/2023 | | QVAL | 58,829 | $2,382 | 12/31/2023 | | Belpointe Asset Management LLC | 36,351 | $1,634 | 03/31/2024 | | QVAL | 36,351 | $1,634 | 03/31/2024 | | Meredith Wealth Planning | 27,113 | $1,218 | 03/31/2024 | | QVAL | 27,113 | $1,218 | 03/31/2024 | | Cambridge Investment Research Advisors Inc. | 21,211 | $953 | 03/31/2024 | | QVAL | 21,211 | $953 | 03/31/2024 | | Private Portfolio Partners LLC | 20,435 | $827 | 12/31/2023 | | QVAL | 20,435 | $827 | 12/31/2023 | | Financial Advocates Investment Management | 18,166 | $816 | 03/31/2024 | | QVAL | 18,166 | $816 | 03/31/2024 | | Warren Street Wealth Advisors LLC | 17,003 | $764 | 03/31/2024 | | QVAL | 17,003 | $764 | 03/31/2024 | | Susquehanna International Group LLP | 15,187 | $683 | 03/31/2024 | | QVAL | 15,187 | $683 | 03/31/2024 | | Baker Boyer National Bank | 13,642 | $613 | 03/31/2024 | | QVAL | 13,642 | $613 | 03/31/2024 | | Betterment LLC | 14,808 | $600 | 12/31/2023 | | QVAL | 14,808 | $600 | 12/31/2023 | | Raymond James & Associates | 13,168 | $592 | 03/31/2024 | | QVAL | 13,168 | $592 | 03/31/2024 | | Pathstone Holdings LLC | 12,172 | $493 | 12/31/2023 | | QVAL | 12,172 | $493 | 12/31/2023 | | 9258 Wealth Management LLC | 9,700 | $436 | 03/31/2024 | | QVAL | 9,700 | $436 | 03/31/2024 | | Toroso Investments LLC | 9,491 | $384 | 12/31/2023 | | QVAL | 9,491 | $384 | 12/31/2023 | | Aspect Partners LLC | 8,916 | $361 | 12/31/2023 | | QVAL | 8,916 | $361 | 12/31/2023 | | Lbmc Investment Advisors LLC | 8,000 | $360 | 03/31/2024 | | QVAL | 8,000 | $360 | 03/31/2024 | | Cetera Advisor Networks LLC | 8,311 | $337 | 12/31/2023 | | QVAL | 8,311 | $337 | 12/31/2023 | | Private Advisor Group LLC | 7,321 | $329 | 03/31/2024 | | QVAL | 7,321 | $329 | 03/31/2024 | | Advisor Group Holdings Inc. | 7,976 | $323 | 12/31/2023 | | QVAL | 7,976 | $323 | 12/31/2023 | | Almanack Investment Partners LLC. | 7,020 | $315 | 03/31/2024 | | QVAL | 7,020 | $315 | 03/31/2024 | | Northwestern Mutual Wealth Management Co. | 7,568 | $306 | 12/31/2023 | | QVAL | 7,568 | $306 | 12/31/2023 | | O Shaughnessy Asset Management LLC | 6,103 | $247 | 12/31/2023 | | QVAL | 6,103 | $247 | 12/31/2023 | | Lansing Street Advisors | 4,886 | $220 | 03/31/2024 | | QVAL | 4,886 | $220 | 03/31/2024 | | Rocky Mountain Advisers LLC | 2,400 | $108 | 03/31/2024 | | QVAL | 2,400 | $108 | 03/31/2024 | | Morgan Stanley | 2,622 | $106 | 12/31/2023 | | QVAL | 2,622 | $106 | 12/31/2023 | | Nelson Van Denburg & Campbell Wealth Management Group LLC | 1,778 | $80 | 03/31/2024 | | QVAL | 1,778 | $80 | 03/31/2024 | | Moisand Fitzgerald Tamayo LLC | 1,674 | $75 | 03/31/2024 | | QVAL | 1,674 | $75 | 03/31/2024 | | Blue Bell Private Wealth Management LLC | 1,341 | $60 | 03/31/2024 | | QVAL | 1,341 | $60 | 03/31/2024 | | UBS Group AG | 1,080 | $44 | 12/31/2023 | | QVAL | 1,080 | $44 | 12/31/2023 | | American Capital Advisory LLC | 905 | $41 | 03/31/2024 | | QVAL | 905 | $41 | 03/31/2024 | | Fortis Advisors LLC | 507 | $21 | 12/31/2023 | | QVAL | 507 | $21 | 12/31/2023 | | Comerica Bank | 313 | $13 | 12/31/2023 | | QVAL | 313 | $13 | 12/31/2023 |
See All: Funds Holding QVAL
See Details: Top 10 Hedge Funds Holding QVAL
Also See: QVAL Holdings Changes
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