QLTA · Insider trading · 13F holders · Congress trades
Ishares Tr (QLTA)
Who is buying and selling QLTA: company insiders on SEC Form 4, hedge funds and superinvestors on Form 13F, and members of Congress under the STOCK Act. Every figure links to the filing or page it comes from.
- 13F filers holding
- 25
- Insider buys, 90 days
- $0
- Insider sales, 90 days
- $0
- Congress trades, 12 months
- 0
QLTA at a glance
- No open-market insider purchases or sales of QLTA were filed in the last 90 days.
- 25 13F filers hold QLTA among their 50 largest positions, worth $262.6M combined. The biggest bets by portfolio weight are Compass Wealth Management, LLC/GA (11.7%), Sterling Investment Advisors LLC /adv (3.7%) and Capstone Wealth Management Group, LLC (3.6%). In their latest 13Fs, 0 managers opened a new position and 9 added to one.
- No member of Congress has disclosed a trade in QLTA.
QLTA insider trading
No open-market insider purchases or sales of QLTA were filed in the last 90 days.
Who owns QLTA? Hedge funds and superinvestors
25 13F filers hold QLTA among their 50 largest positions, worth $262.6M combined. The biggest bets by portfolio weight are Compass Wealth Management, LLC/GA (11.7%), Sterling Investment Advisors LLC /adv (3.7%) and Capstone Wealth Management Group, LLC (3.6%). In their latest 13Fs, 0 managers opened a new position and 9 added to one.
| Manager | % of portfolio | Value | Shares | Last quarter | 13F |
|---|---|---|---|---|---|
| Composition Wealth, LLCWealth manager | 1.5% | $127.2M | 2,676,208 | +17.9% shares | Q2 2026 |
| Compass Wealth Management, LLC/GAWealth manager | 11.7% | $29.4M | 618,752 | -4.9% shares | Q2 2026 |
| Parcion Private Wealth LLCWealth manager | 1.1% | $20.2M | 447,984 | +5.2% shares | Q3 2026 |
| Capstone Wealth Management Group, LLCWealth manager | 3.6% | $10.1M | 213,160 | +110.6% shares | Q2 2026 |
| Fonville Wealth Management LLCWealth manager | 1.5% | $10.1M | 224,640 | +0.8% shares | Q3 2026 |
| Sterling Investment Advisors LLC /advWealth manager | 3.7% | $8.4M | 185,647 | +2.8% shares | Q3 2026 |
| Heck Capital Advisors, LLCInstitutional asset manager | 0.4% | $8.2M | 181,339 | +9.3% shares | Q3 2026 |
| Colton Groome Financial Advisors, LLCWealth manager | 1.8% | $7.5M | 167,672 | +5.7% shares | Q3 2026 |
| Wrapmanager IncWealth manager | 1.7% | $5.3M | 111,141 | +2.2% shares | Q2 2026 |
| Glen Eagle Advisors, LLCWealth manager | 0.6% | $4.6M | 97,827 | +24.0% shares | Q2 2026 |
| Climber Capital SAWealth manager | 2.5% | $4.0M | 119,166 | +1.0% shares | Q3 2026 |
| Centennial Bank/AR/Bank & trust | 1.2% | $3.7M | 78,573 | +0.6% shares | Q2 2026 |
| Midwest Professional Planners, LTD.Wealth manager | 0.7% | $3.6M | 80,086 | -4.2% shares | Q3 2026 |
| Anchor Bay Capital, Inc.Wealth manager | 1.8% | $3.4M | 73,661 | — | Q2 2026 |
| Petra Financial Advisors IncWealth manager | 1.3% | $2.9M | 61,017 | +3.2% shares | Q2 2026 |
| Cornerstone Financial Group, LLC /NE/Wealth manager | 1.7% | $2.7M | 57,019 | +6.5% shares | Q2 2026 |
| SHUTTLEWORTH & CoWealth manager | 2.1% | $2.6M | 54,546 | -0.4% shares | Q2 2026 |
| ESL Trust Services, LLCInvestment manager | 0.4% | $2.2M | 45,871 | +8.9% shares | Q2 2026 |
| LFA - Lugano Financial Advisors SAWealth manager | 1.0% | $1.6M | 34,674 | -9.3% shares | Q2 2026 |
| BDFS Capital LLCWealth manager | 0.7% | $1.5M | 33,463 | +27.6% shares | Q3 2026 |
| Hanover Advisors IncWealth manager | 0.4% | $1.2M | 25,957 | -17.1% shares | Q2 2026 |
| Dynamic Wealth Strategies, LLCWealth manager | 0.6% | $1.2M | 26,898 | -21.2% shares | Q3 2026 |
| Consultiva Wealth Management, Corp.Institutional asset manager | 0.9% | $380K | 7,997 | +0.0% shares | Q2 2026 |
| Pacific Wealth ManagementWealth manager | 0.1% | $337K | 7,499 | +0.0% shares | Q3 2026 |
| Protective Life CorpInsurance company | 1.1% | $157K | 3,301 | +0.0% shares | Q2 2026 |
Each manager counts with its latest 13F (Q3 2026: 10, Q2 2026: 15). Screen QLTA in the grand portfolio →
QLTA stock trades by members of Congress
No member of Congress has disclosed a trade in QLTA.
QLTA questions and answers
Are insiders buying QLTA stock?
No open-market insider purchases or sales of QLTA were filed in the last 90 days.
Which hedge funds own QLTA?
25 13F filers hold QLTA among their 50 largest positions, worth $262.6M combined. The biggest bets by portfolio weight are Compass Wealth Management, LLC/GA (11.7%), Sterling Investment Advisors LLC /adv (3.7%) and Capstone Wealth Management Group, LLC (3.6%). In their latest 13Fs, 0 managers opened a new position and 9 added to one.
Has Congress traded QLTA?
No member of Congress has disclosed a trade in QLTA.
Who is the largest holder of QLTA?
Among 13F filers, Composition Wealth, LLC reports the largest QLTA position, $127.2M (2,676,208 shares) in its Q2 2026 13F. The biggest bet by portfolio weight is Compass Wealth Management, LLC/GA's: 11.7% of its portfolio.
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