Institutional Ownership
Exchange Place Advisors Trus
CUSIP 301471108NORTH SQUARE RCIQTPIQ1 2026
Institutional Holders
11
13F filers
Shares Held
1.69M
Aggregate institutional
Institutional Value
$38.59M
Q1 2026
Net New Holders
+2
2 new · 0 closed
Institutional Ownership Trend
Aggregate 13F value by quarter
Multi-quarter trend — upgrade to see history
UpgradePosition Activity
Q1 2026
New positions2
Increased4
Decreased3
Sold out0
Institutional Holders
11 funds hold this security · Q1 2026
| # | Fund | Shares | Value | Δ Shares | Activity |
|---|---|---|---|---|---|
| 1 | Smi Advisory Services, LLC | 858.3K | $21.84M | +50.1K | Added |
| 2 | Red Cedar Investment Management, LLC | 466.2K | $11.82M | 0 | Held |
| 3 | Eversource Wealth Advisors, LLC | 49.7K | $1.26M | +49.7K | New |
| 4 | Merit Financial Group, LLC | 41.3K | $1.05M | −8.7K | Reduced |
| 5 | West Michigan Advisors, LLC | 39.7K | $1.01M | +9.5K | Added |
| 6 | Osaic Holdings, Inc. | 18.6K | $471.8K | +3.4K | Added |
| 7 | Jane Street Group, LLC | 17.7K | $448.5K | −4.8K | Reduced |
| 8 | Advisornet Financial, Inc | 16.0K | $406.6K | +1.8K | Added |
| 9 | Patriot Financial Group Insurance Agency, LLC | 11.2K | $284.4K | +11.2K | New |
| 10 | Allworth Financial LP | 200 | $5.1K | 0 | Held |
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