Institutional Ownership
Exchange Place Advisors Trus
CUSIP 301471108NORTH SQUARE RCIQTPIQ1 2026
13D / 13G Filings
0
Schedule 13D/13G on record
Beneficial Filers
0
Distinct reporting persons
Largest Stake
—
Max % of class reported
Institutional Holders
11
13F filers (latest quarter)
Beneficial Owners — Schedule 13D / 13G
Schedule 13D (activist) & 13G (passive) 5%+ ownership filings
No 13D/13G filings on record yet
Schedule 13D/13G beneficial-ownership filings from 2020–present are ingested from SEC EDGAR. Coverage expands as the backfill and daily crawler run.
Top Institutional Holders (13F)
Largest reported positions · latest quarter
| # | Fund | Shares | Value |
|---|---|---|---|
| 1 | Smi Advisory Services, LLC | 858.3K | $21.84M |
| 2 | Red Cedar Investment Management, LLC | 466.2K | $11.82M |
| 3 | Eversource Wealth Advisors, LLC | 49.7K | $1.26M |
| 4 | Merit Financial Group, LLC | 41.3K | $1.05M |
| 5 | West Michigan Advisors, LLC | 39.7K | $1.01M |
| 6 | Osaic Holdings, Inc. | 18.6K | $471.8K |
| 7 | Jane Street Group, LLC | 17.7K | $448.5K |
| 8 | Advisornet Financial, Inc | 16.0K | $406.6K |
| 9 | Patriot Financial Group Insurance Agency, LLC | 11.2K | $284.4K |
| 10 | Allworth Financial LP | 200 | $5.1K |