6 institutions reported holding $25.3M of NORTH SQUARE RCIM TAX-ADVANTAGED PREFERRED AND INCOME SECURITIES ETF (QTPI) in SEC 13F filings for 2026-06-30. Largest institutional holders: SMI Advisory Services, LLC ($22.6M), EverSource Wealth Advisors, LLC ($1.3M), WEST MICHIGAN ADVISORS, LLC ($1.0M), AdvisorNet Financial, Inc ($413,640), Merit Financial Group, LLC ($0). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | SMI Advisory Services, LLC | $22.6M | 884,577 | Added |
| 2 | EverSource Wealth Advisors, LLC | $1.3M | 49,728 | Added |
| 3 | WEST MICHIGAN ADVISORS, LLC | $1.0M | 39,747 | Hold |
| 4 | AdvisorNet Financial, Inc | $413,640 | 16,221 | Added |
| 5 | Merit Financial Group, LLC | $0 | 0 | Exited |
| 6 | Patriot Financial Group Insurance Agency, LLC | $0 | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-06-30