13FBOX
North SQR Rcim Tax Adv Pre In ETF · 13F Institutional Holdings
Options Calculator Rankings
N

North SQR Rcim Tax Adv Pre In ETF

QTPI
Institutions
10
Combined AUM (Q2 2026)
$44.8M
Combined Shares (Q2 2026)
1.8M
Overall Trend
Increase
All institutions combined
📥 Inflow (Q1 2026→Q2 2026)
+135,542
6 · 2 New Buys · ≈
📤 Outflow (Q1 2026→Q2 2026)
-77,216
4 · 3 Exit · ≈
⚖️ Net
+58,326
Net Buy
💰 Net Value
≈ —
est. price
Latest AUM (Q2 2026)
$44.8M
Institutions
10
New Buys
2
Adds
4
Reduces
1
Exits
3
Unchanged
3
Ownership TrendPortfolio %Prev Q %RankQ2 2026 ValueQ2 2026 SharesPrev Q ValuePrev Q SharesShares ChangeAction
SMI Advisory Services, LLC
3.67%3.6%#1$22.6M884,577$21.8M858,338+26,239+3.06%Add
RED CEDAR INVESTMENT MANAGEMENT, LLC
1.13%1.23%#2$11.9M466,193$11.8M466,19300.00%Unchanged
CSM Advisors, LLC
0.09%0.11%#4$4.3M168,931$4.5M175,931-7,000-3.98%Reduce
Integrated Wealth Concepts LLC
0.01%#7$2.4M93,490$00+93,490New Buy
EverSource Wealth Advisors, LLC
0.04%0.04%#5$1.3M49,728$1.3M49,677+51+0.10%Add
WEST MICHIGAN ADVISORS, LLC
0.22%0.22%#3$1.0M39,747$1.0M39,74700.00%Unchanged
OSAIC HOLDINGS, INC.
<0.01%<0.01%#9$572,32722,444$471,84018,612+3,832+20.59%Add
AdvisorNet Financial, Inc
0.02%0.02%#6$413,64016,221$406,63216,040+181+1.13%Add
GTS SECURITIES LLC
0.01%#8$299,60011,749$00+11,749New Buy
Allworth Financial LP
<0.01%<0.01%#10$5,101200$5,07120000.00%Unchanged

🧭 Institutional Sector Flow Heatmap

Net Outflow Net Inflow