11 institutions reported holding $43.0M of NORTH SQUARE RCIM TAX-ADVANTAGED PREFERRED AND INCOME SECURITIES ETF (QTPI) in SEC 13F filings for 2026-03-31. Largest institutional holders: SMI Advisory Services, LLC ($21.8M), RED CEDAR INVESTMENT MANAGEMENT, LLC ($11.8M), CSM Advisors, LLC ($4.5M), EverSource Wealth Advisors, LLC ($1.3M), Merit Financial Group, LLC ($1.0M). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | SMI Advisory Services, LLC | $21.8M | 858,338 | Added |
| 2 | RED CEDAR INVESTMENT MANAGEMENT, LLC | $11.8M | 466,193 | Hold |
| 3 | CSM Advisors, LLC | $4.5M | 175,931 | Trimmed |
| 4 | EverSource Wealth Advisors, LLC | $1.3M | 49,677 | New |
| 5 | Merit Financial Group, LLC | $1.0M | 41,304 | Trimmed |
| 6 | WEST MICHIGAN ADVISORS, LLC | $1.0M | 39,747 | Added |
| 7 | OSAIC HOLDINGS, INC. | $471,840 | 18,612 | Added |
| 8 | JANE STREET GROUP, LLC | $448,512 | 17,692 | Trimmed |
| 9 | AdvisorNet Financial, Inc | $406,632 | 16,040 | Added |
| 10 | Patriot Financial Group Insurance Agency, LLC | $284,440 | 11,220 | New |
| 11 | Allworth Financial LP | $5,071 | 200 | Hold |
Source: SEC Form 13F filings · as of 2026-03-31