15 institutions reported holding $15.5M of QUAKER INVT TR (OWNS) in SEC 13F filings for 2026-06-30. Largest institutional holders: NATURAL INVESTMENTS, LLC ($5.1M), Orgel Wealth Management, LLC ($5.1M), Skyline Advisors, Inc. ($1.5M), True Blue Financial, LLC ($844,988), PFG Investments, LLC ($621,994). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | NATURAL INVESTMENTS, LLC | $5.1M | 295,066 | Added |
| 2 | Orgel Wealth Management, LLC | $5.1M | 294,906 | Added |
| 3 | Skyline Advisors, Inc. | $1.5M | 86,279 | Added |
| 4 | True Blue Financial, LLC | $844,988 | 48,914 | Added |
| 5 | PFG Investments, LLC | $621,994 | 36,005 | Added |
| 6 | RFG Advisory, LLC | $550,209 | 31,850 | Added |
| 7 | Mason & Associates Inc | $530,619 | 30,716 | Added |
| 8 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $379,278 | 22,090 | New |
| 9 | Merit Financial Group, LLC | $373,924 | 21,645 | Added |
| 10 | Atria Investments, Inc | $339,040 | 19,626 | Added |
| 11 | First Pacific Financial | $98,934 | 5,727 | New |
| 12 | EverSource Wealth Advisors, LLC | $47,541 | 2,752 | New |
| 13 | Midway Capital Research & Management | $24,928 | 1,443 | Added |
| 14 | Farther Finance Advisors, LLC | $11,244 | 651 | New |
| 15 | Blue Trust, Inc. | $0 | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-06-30